Video

This video explains email mailing lists, SPF, DKIM, DMARC, lessons learned over 15-years, and an unfortunate issue from December that prevented 4,000 subscribers from receiving our research. We’re sorry. We’ve fixed it! And some comments follow below to make sure important research reaches you.

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In October-2022, we wrote that high interest rates could create an ‘unbridled disaster’ for new energies in 2023. So where could we have done better in helping our clients to navigate this challenging year? Our new year’s resolutions are clearer conclusions, predictions over moralizations, and looking through macro noise to keep long-term mega-trends in mind.

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Many questions that matter in the energy transition are engineering questions, which flow through to energy economics: which technologies work, what do they cost, what energy penalties they have, and which materials do they use? We see an intersection for economics and engineering in our energy transition research.

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This video covers our top five reflections after 3.5 years, running a research firm focused on energy transition. The greatest value is found in low-cost decarbonization technologies, resource bottlenecks and hidden nuances and bottom-up opportunities.

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This gloomy video explores growing fears that the energy transition could ‘fall apart’ in the mid-late 2020s, due to energy shortages and geopolitical discord. Constructive solutions will include debottlenecking resource-bottlenecks, efficiency technologies and natural gas pragmatism.

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Energy transition is like a game of chess: impossible to get right, unless you are looking at the entire board. Rigid coverage models do not work. This video explores the emergence of energy strategist roles at firms that care about energy transition, and how to become a ‘grand master’ in 2022.

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This short note is a progress update, including videos and drone footage, on our aspirations to undertake a series of reforestation projects in Estonia. It covers considerations for selecting land; and our first small investment to plant spruce in 2022.

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After six months living in Tallinn, Estonia, the history of the Baltic States has been swirling around in my mind. Especially a list of old jokes, told during Soviet times, about persistent industrial shortages, propaganda, the suppression of dissent and the ridiculousness of planned economies. This video explores whether there is any overlap with energy…

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This short video is a thinly-veiled critique of carbon markets. To do this, we use an analogy from the banking sector, followed by some observations on carbon prices and carbon offsets.

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This video contains my top five conclusions from some eye-opening real world experiences. Specifically, for the better part of the past six months, my wife and I have been working ‘nomadically’. I made it to 44 US States in total. This has changed my views on transition costs, mobility and nature.

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