
Energy, geopolitics, and markets shaped by physical and economic reality. Written by an ex-big-law attorney (PhD). Stop getting it secondhand.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 105 | Founded | 2 years ago | Last Issue | 11 days ago |
| Active | |||||

One of the most dire consequences of the Hormuz closure is the lack of fertilizers moving out of the region. While in relatively well-off Western societies this is, for the moment, only a question of higher food prices, it could cause a foo...
Within 24 hours, tensions between Trump and Zelensky once again spiraled out of control. On Friday afternoon, Eastern time, news broke of a diesel deal between Trump and Putin, under which Russia will supply diesel to the American and globa...
One of the most painful-to-watch moments in the history of political ceremonies might have occurred when EU and Baltic leaders marked the disconnection of Baltic power grids from Russia in February 2025.
Ursula von der Leyen alongside repr...
In 1942, Leuna became the site of the world’s first large-scale plant to produce one of the most important industrial chemical intermediates: caprolactam. It’s the chemical precursor to nylon 6, which ends up in a wide range of products lik...
In early September, 5.8 terabytes of confidential data belonging to Berlin’s city administration were stolen. The hacking group Rhysida used a phishing attack to gain access to the data and demanded a ransom of 30 bitcoin—about €2 million—t...
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The writers behind this newsletter.
Second order thinking on markets, energy, and geopolitics from a European perspective.
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