Contrarian research on EU economic policy, unlocking growth and business opportunities. Written by an ex-big-law attorney (PhD). Subscribe to stay ahead.
Independent in-depth research, unearthing commodity truths. Value-based fundamental investment approach. Sticking strictly to our circle of competence. Obsessed with data and company fundamentals.
A learning & development resource for those wanting to learn energy from the ground up.
Discussing and analyzing the foundations of energy, from oil & gas to renewables and beyond.
Decarbonisation is hard. Too much of our current energy policy framework shies away from confronting some of the choices involved. I want to highlight some of these challenges and set out where decisions are needed, to unbalance the world as it stands.
"Carbon Trading": your one-stop destination for all things carbon markets. Stay informed with analysis, data insights, and regular updates on price movement. Subscribe now to stay ahead of the curve.
Super-Spiked focuses on the mission of everyone on Earth someday becoming energy rich and what that would mean for corporate strategy and energy & environmental policy, markets and commodities
Essential reading on the energy transition big picture
A newsletter on economics, geopolitics and history from Adam Tooze. More substantial than the twitter feed. More freewheeling than what you might read from me in FT, Foreign Policy, New Statesman.
