Our Philosophy

The world needs better energy. To make this happen, economic opportunities must be better understood by the leading decision-makers in the world. 

Our mission is to bridge this gap, with differentiated, data-driven analysis into the energy transition, energy technologies and their impacts. 

We believe research should be fully unbundled, and fully transparent, hence all of the data-files underpinning our insights can be downloaded here.

We help our clients find opportunities in better energy technologies, find opportunities in the energy transition and avoid the mounting risks and bubbles.

We practice what we preach and our organization was CO2-neutral in 2019, as outlined in our short research note here.

Our organization is named in homage to ‘What the Thunder Said’, which is the final section, and the resolution, of T. S. Eliot’s 1922 masterpiece, the Waste Land. We humbly hope our research can help the world avoid becoming a Waste Land of energy poverty and climate change.