Investment

ChatGPT generated aerial image of a major Iberian transmission substation, highlighting the infrastructure that became critical during the April 2025 blackout

Inside The Iberian Grid Collapse: What Really Went Wrong

On April 28, 2025, the Iberian Peninsula experienced a dramatic blackout. At exactly 12:33:30, a cascading failure disconnected the grids of Spain and Portugal from the wider European electricity system, plunging millions into darkness. We now have not the hot takes of the usual anti-renewables rabble, but the 192-page report … [continued]

ChatGPT generated this impressionistic rendering of the Viking Line Helios electric ferry, capturing its futuristic design and the sense of speed as it powers through the sea

Battery Ferries: Helios, China Zorrilla, & BC Ferries Compared

Viking Line’s recently announced fully electric ferry, Helios, represents one of the most ambitious maritime electrification projects to date, and offers a powerful indicator of how quickly and fundamentally ferry travel is being transformed by battery-electric propulsion. Expected to be delivered in the early 2030s, it will operate between Helsinki … [continued]

ChatGPT generated a thermal infrared visualization of CO₂ plumes escaping from underground injection points at night, symbolizing the hidden leakage risks of long-term sequestration

Geological CO₂ Storage: Massive Scale, Hidden Risks, Eternal Monitoring

The notion of geological sequestration of carbon dioxide as a climate mitigation strategy has gained prominence, largely on the back of a scenarios that aren’t aggressively electrifying and extensive fossil fuel industry lobbying. However, experiences from the oil industry’s existing use of carbon dioxide in enhanced oil recovery (EOR) cast … [continued]

ChatGPT generated image of an EV charging station in an urban Nepalese setting, illustrating the growing electric mobility infrastructure

Nepal’s Electric Leapfrog: How This Himalayan Nation Is Leading Global EV Adoption

Nepal, a small Himalayan nation of 30 million better known globally for its mountains, including Mt Everest, and trekking tourism, is quietly setting an impressive benchmark in the electric vehicle transition. In recent months, about 70% of all new passenger vehicles sold in Nepal were electric. This statistic is remarkable, … [continued]

Statue of Liberty (Pierre Blaché, Unsplash)

Abandoning The Market

About twenty years ago, a very conservative friend of mine had a small get-together for friends. Nearly all of them were also of his political persuasion. I didn’t mind. I was almost there, myself. I had seen something the rest had not, however. It was the Hardiness Zone map of … [continued]

ChatGPT generated image comparing the sleek Aptera prototype rendering with an empty driveway and a sign that reads "Ordered an Aptera, never got it"

No Wheels, No Deals: Why Aptera, Arcimoto & ElectraMeccanica Failed

The electric vehicle landscape continues to evolve rapidly, with major automakers and well-funded startups steadily scaling production, improving battery technologies, and expanding charging infrastructure. Yet, the three-wheeled segment of electric mobility consistently manages to disappoint. I’ve previously noted the unrealistic optimism and gushing hype surrounding companies like Aptera, Arcimoto, and … [continued]

ChatGPT generated this image of a strategic stockpile warehouse, illustrating the scale and preparedness required to manage by-product metal shortages in national reserves

How Minor Metals Could Cause Major Electrification Bottlenecks

In the discourse around global electrification, much of the attention is mistakenly drawn to the purported shortages of primary metals such as lithium and cobalt. As I’ve argued extensively elsewhere, including in critiques of the flawed models by Michaux and Cathles, these scenarios vastly overstate scarcity due to extreme and … [continued]