Welcome!

The future of the world’s energy mix will be the greatest momentous shift in the history of mankind.

The prior 2 energy transitions that brought about the Agricultural Revolution and Industrial Revolution were a result of transitioning to a higher-efficient energy source.

Civilization’s primary energy source has never “transitioned” on the basis of a Tragedy of the Commons. Unintended consequences abound.

We are at a crucial juncture that will be written about for centuries. This newsletter will be tracking these paradigm shifts in real-time - using proprietary tools to get ahead of the curve, and identifying the best investment opportunities to capture the shifting Energy Investment landscape.

Why subscribe?

Here you’ll learn everything you’ll ever need to know about the past, current, and future state of energy.

We want you to develop unique insight and understanding of the increasingly complex energy industry by providing you with simple frameworks to structure your knowledge.

After establishing a foundation, we introduce complexities to make accurate predictions about the topic at hand and dive deep into inevitable industry-level trends. We tie those high-level insights into an analysis of investment vehicles that we believe will benefit the most from those underlying trends.

Our Focus

Energy transition trends will become an increasing focus of our posts and conduct deep-dives on companies, sectors, nations, technologies etc.

We will continue publishing on the fossil fuel sector given its continued importance in the world today (and for some time to come!)

We approach our research and analytics process with humility, always keeping an open mind when new information is presented.

The most dangerous thing we can due is perpetuate a technology or trend whose logic is fallible and which could be a detriment to the future development of civilization under this shifting paradigm.

Become a paid subscriber!

Consider supporting our work by becoming a paid subscriber, for we are driven by the interest of our audience. Paid subs will enjoy the occasional paid post - an institutional-grade product requiring several days worth of research and analysis - and look forward to some exclusive, exciting new features we are close to rolling out!