
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 | 92 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||

Commenters on Russia’s war against Ukraine make one mistake with remarkable consistency: they bathe in the moral satisfaction produced by the policies adopted in response while ignoring the economic and commercial consequences that backfire...
Last November, I argued in “Entropy Wins Every Time” that the war in Ukraine would end abruptly, within the winter, because Ukraine’s energy, politics, and demographics were all suggesting rapid unraveling. At that point around half of Ukra...
Europe’s heatwave and its effect on the electricity market are getting politicized, never mind the actual causal chain. In France, high temperatures forced nuclear reactors to throttle output. These plants often use river water for cooling,...
A perennial claim after energy shocks such as the one unleashed by Hormuz is that green hydrogen is the key to limiting Europe’s fossil fuel dependency. Exemplary of such ideas is this statement from the Hague Centre for Strategic Studies:...
Coming to terms with the price of oil is a boon for everyone creating content in the financial space right now. The fact that a disruption at the most important chokepoint in the world's fossil fuel supply causes both WTI and Brent to hover...
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The writers behind this newsletter.
Markets, energy, and the collision between regulation and reality.
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