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.
We live in an era of Global Enduring Disorder. Neo-populism, climate change and unregulated cyberspace are but a few of the key issues which confront our wrong-footed institutions. Join us, as we monitor and explore solutions to the Enduring Disorder.
"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
Planet: Critical always provides thought-provoking philosophical discussions around the nexus of the global energy system, finance, the economy and social justice.
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.
