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Next Financial

Tens of paid subscribers

Next Financial is a forward-looking newsletter covering emerging trends in finance. We analyze markets, supply and demand dynamics, capital flows, and consumer behavior to help investors and decision-makers understand where opportunities are forming

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Substack
PricingOnly paid issuesPublishesDaily
Issues84Foundeda year agoLast Issue3 days ago
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Latest Issues

The Next Energy Trade Is Heat

A factory can spend money removing heat from one part of its process while buying fuel to create heat somewhere else.

A factory can spend money removing heat from one part of its process while buying fuel to create heat somewhere else.

3 days ago
1
Paid

The Water Trade

A city can need better water infrastructure and still postpone buying it.

A city can need better water infrastructure and still postpone buying it.

5 days ago
3
Paid

The Battery Boom Has a Margin Problem

Tesla deployed 13.7 gigawatt-hours of energy storage in the third quarter of 2026, compared with 12.5 a year earlier.

Tesla deployed 13.7 gigawatt-hours of energy storage in the third quarter of 2026, compared with 12.5 a year earlier. Yet...

7 days ago
3
Paid

The Wallet Is the Branch

OPay calls itself a digital financial-services platform.

OPay calls itself a digital financial-services platform. Its proposed ticker is OPAY. Its brand is built around payments. Yet the most revealing number in its amended IPO filing is 5...

9 days ago
2
Paid

The Passport for AI Money

On October 20, Visa, BILL and Billtrust announced a live pilot in which an AI agent can complete an approved invoice payment through a supplier portal.

On October 20, Visa, BILL and Billtrust announced a live pilot in which an AI agent can...

11 days ago
2
Paid

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