energy transition
The Great Rupture: Mark Carney’s Blueprint for Navigating a Fractured Global Economy
Mark Carney, former Governor of the Bank of England, dissects a “world in rupture,” outlining the new economic playbook for a post-globalization era.
Beyond the Bill: Unpacking the Real Reasons for High Energy Prices in Italy and Europe
High energy bills in Italy aren’t just Enel’s fault. A deep dive into the complex European market, marginal pricing, and the role of natural gas.
The Coming Copper Crisis: Why a Metal Shortage Poses a Systemic Risk to the Global Economy
A looming copper shortage poses a systemic risk to the global economy and green transition, warns S&P Global, forecasting a massive 10mn tonne deficit.
Beyond the Hype: Tesla’s Pivot from EV King to Energy Titan
Tesla may have lost the EV sales crown to China’s BYD, but its real focus is shifting to a larger prize: dominating the grid-scale battery market.
The Unlikely Beauty of a Power Plant: An Investor’s Guide to Aesthetic Alpha
An analysis of how the aesthetic design of industrial assets like power plants can be a key indicator of financial performance, ESG quality, and long-term value.
The BP Dilemma: Why Splitting the Energy Giant Could Unlock Billions
BP’s integrated structure may be destroying value. This analysis explores the compelling financial and strategic arguments for splitting BP into two companies.
Kraken Unleashed: Why Octopus Energy’s $8.65bn Tech Spin-Off is a Landmark Deal for Fintech and Investing
Octopus Energy’s tech arm Kraken is spinning off at an $8.65bn valuation. Discover the huge implications for finance, energy, and investing.
The Trillion-Dollar Tightrope: Why a Realistic Climate Transition is the Only Investable Path
A successful green transition requires a pragmatic, financially sound approach, not just idealistic goals. This is the only path to sustainable success.
Beyond the Barrel: Why BP’s $6 Billion Castrol Deal Signals a Seismic Shift in Energy Investing
BP’s $6bn sale of a Castrol stake to Stonepeak isn’t just a deal; it’s a sign of a seismic shift in energy, finance, and private capital investment.
BP’s $10 Billion Gambit: Why Selling a Crown Jewel Like Castrol is a Masterstroke in Disguise
BP is nearing a $10B deal to sell its iconic Castrol division, a bold strategic move to fund its pivot to renewable energy under new leadership.
The Whale in the Portfolio: A 19th-Century Lesson on Stranded Assets and the Modern Energy Transition
The 19th-century collapse of the whale oil industry offers a stark warning for today’s fossil fuel investors about stranded assets and technological disruption.
Seismic Shift at BP: Meg O’Neill Takes the Helm in a Bold Move for the Energy Giant
BP has replaced CEO Murray Auchincloss with Woodside’s Meg O’Neill, signaling a major strategic pivot back towards core oil and gas operations.