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Cold Eye Earth

Gregor Macdonald
Hundreds of paid subscribers

tracking the progress of energy transition

Platform
Substack
PricingFreemiumPublishesWeekly
Issues223Founded8 years agoLast Issue13 days ago
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coldeye.earth
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Latest Issues

Transportation Review

Monday 5 October 2026

An emerging surprise from the current energy transition is that oil in the transportation sector now looks more vulnerable than natural gas or coal in the power sector. Without question, the historic policy decision b...

13 days ago
5
Paid

Big Blue Wave?

Monday 21 September 2026

As one of the earliest locales to host data centers, the U.S. state of Oregon may give us a preview of how the next round of data-center discourse will proceed. Starting in 2006, companies like Google and Facebook...

a month ago
6
Paid

Crossings

Hanford Ferry, Columbia River, 1935

The offices of Cold Eye Earth are on the move this week, as we “up sticks” from from Portland and cross over the Columbia River to Vancouver, Washington. We will return with a fresh issue of the newslett...

a month ago
1

Hot Summer

Monday 24 August 2026

The U.S. continues to build an expanding dependency on natural gas, and that trend looks ready to extend further on the back of the data center buildout. Mostly due to the ongoing coal crash that began more than a dec...

2 months ago
1
Paid

Mid-Year Chartbook II

Monday 10 August 2026

If the world finds it too challenging to overbuild wind and solar, perhaps we could overbuild storage instead. One way to more aggressively dislocate incumbent fossil fuel generation would be to overbuild clean genera...

2 months ago
5
Paid

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  • Gregor Macdonald

    Journalist covering cities, climate, and energy.

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