Video

What is interesting about AI is shifting. Away from large centralized data centers and towards AI chips embedded in devices at the grid edge. And away from the general and towards highly specific applications and contexts. The AI cameras in our driveway recently picked up a Eurasian lynx this summer, which exemplifies both shifts, as…

Read more

This video reflects on our favorite AI case studies of 2026, and what they mean for energy, industrials and equity markets. 1-2 year payback periods mean mild supply chain pull, then deep, persistent deflation. Most case studies are sub-kW scale. And maybe the few GW-scale deployments are “one and done”. Implications follow…

Read more

This video captures our top five reflections on energy, materials and industrials in 2025, which are also reasons for excitement in 2026. New technologies are unlocking new opportunities, re-shaping cost curves, “uncommoditizing commodities”, unlocking more energy and demand-side flexibility, and we are building high-conviction conclusions to create value amidst this transition.

Read more

Training an AI chat-bot for the TSE website has been a cool project for us, over the past 2-months. But today’s AIs struggle in gauging which content is most important to decision-makers. Hence, we went through the entire TSE research library, and simply added our own subjective “importance score” to every report and data-file. So you can now search the TSE website and rank the…

Read more

This is the first video in a new series, highlighting additional angles on high-conviction ideas. We see future US load growth at 1-3% per year, not 5-10% per year, based on detailed modelling. But are there biases that make load growth prone to being over-estimated? We also explore where we could be wrong in our…

Read more

This podcast explores the future of autonomous mobility, via a discussion between Martin Viecha, founder and CEO of MV Motion, and Rob West, founder and lead analyst of Thunder Said Energy. Autonomous mobility is potentially now at a biting point for transforming urban mobility, accelerating urban EVs, and also oil demand for long-distance autonomous ICEs?

Read more

Classic blunders famously include “never start a land war in Asia” and “never go up against a Sicilian when death is on the line”. But this video sets out what we believe are the three classic blunders that should be avoided by energy analysts, and in the energy transition, based on our own experiences over the…

Read more

How will AI change the research and investment worlds? Our view is that large language models (LLMs) will soon surpass human analysts in assimilating and summarizing information. Hence this video explores three areas where human analysts can continue to earn their keep, and possibly even help decision-makers beat the ‘consensus engines’.

Read more

The number one topic in energy this year has been the rise of AI. Which might not seem like an energy topic. Yet it is inextricably linked with power grid bottlenecks, the single biggest issue for energy markets in the mid-late 2020s. The goal of today’s video is to recap our key conclusions. There is…

Read more

It is a rite of passage for every energy analyst to rent an electric vehicle for an EV road trip, then document their observations and experiences. Our conclusions are that range anxiety is real, chargers benefit retailers, economics are debatable, power grids will be the biggest bottleneck and our EV growth forecasts are not overly…

Read more