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Cold Eye Earth

Gregor Macdonald
Hundreds of paid subscribers

tracking the progress of energy transition

Platform
Substack
PricingFreemiumPublishesWeekly
Issues216Founded8 years agoLast Issue5 days ago
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Latest Issues

Law of the Minimum

Monday 29 June 2026

The IEA wrote a brief obituary for the Iran war’s oil crisis, which turned out to be not much of a crisis after all. At most, the world suffered roughly eight weeks of elevated oil prices around $100 a barrel in March a...

5 days ago
4
Paid

Stocks and Flows

Monday 15 June 2026

As the Iran war winds down, a story worth telling is how, these past several months, we managed to escape an even more dramatic oil price spike. Helpfully, the story and its explanation are not that complicated. Saudi A...

19 days ago
7
Paid

Markets II - Thales and the Future

Monday 1 June 2026

A surprisingly relaxed year for global power growth made it easier for wind and solar in their ongoing effort to cover marginal demand in 2025. According to the IEA, in fact, combined generation from new wind and solar,...

a month ago
4
Paid

Markets I - Won't Get Fooled Again

Monday 25 May 2026

Financial crises tend to burn themselves into the psyche of nations. The South Sea Bubble, Tulip mania, the Crash of 1929, the German hyperinflation of 1930’s, and the Asian Financial Crisis of 1997 are just few examples...

a month ago
5
Paid

Rolling Forward

Cold Eye Earth is going to have to roll forward its publication schedule by a week.

Sorry about that. We’ve had a few technical issues to deal with of late (a nasty round of factory resets and clean installs on the Mac collection) and in...

2 months ago
5

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  • Gregor Macdonald

    Journalist covering cities, climate, and energy.

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