Fresh Content, Dashboards, and More!

Coming soon!

I have an enormous laundry list of ideas, themes, and opportunities I want to share with you. Over this past year I’ve established and offered countless frameworks to help us distill the complexity of various energy themes in layman’s terms. Some of which for some reason are considered controversial, despite data indicating otherwise!

Some of these posts include:

• Energy First Principles: The Driver Behind a Higher Quality of Life

• Escaping the Renewable Ponzi Cycle

• The Impact of High Energy Prices on Economic Prosperity

• The Narrative-Driven Energy Crisis

• The History of Hydrogen the Potential for a Hydrogen Economy

These reports are a product of synthesizing several years of experience in the energy sector across its entire value chain – upstream to downstream - from the wellhead, sunlight, wind, uranium to petrochemical plants, utilities, vehicles, hydrogen, ammonia, etc.

Source: IEA

With the launch of a paid version, I can engage more with those truly interested in developing an eye for the future of the Energy Transformation.

We’ll dive deeper into each energy source and its likely future, forthcoming challenges, policy missteps, advancing tech, identifying opportunities and more.

What to expect

POSTS

• 2-3 paid posts a month

• Some topics include:

  • Identifying policy funding gaps leading to bespoke opportunities

  • The Laws of Physics capping the innovation potential of wind, solar, hydrogen, etc.

  • Renewable, Oil & Gas, Battery, Hydrogen, and Nuclear company *and* technology deep-dives

  • Financial modeling spreadsheets, forecasting techniques

  • Estimating key metals demand and identifying vehicles for exposure

ENERGY TRANSFORMATION DASHBAORDS

• Down the line, subscribers will be given exclusive access to automated data visualizations and analysis across the energy value chain

  • We’ll start by exhibiting some popular oil and gas metrics looked at by industry professionals

    • these data releases often have significant impacts on the commodity market

    • they can give us a glimpse into potential shifts of a particular energy regime

  • We’ll then expand into more niche data subsets, such as hydrogen and electric vehicle market analysis

  • In the end, the type of data and analysis we present on these dashboards will be driven by the interest of our paid subscribers

  • The purpose of this is to help you “get smart quick”

    • you’ll be able to analyze the changing state of the oil, gas, renewable, nuclear etc. markets from just a quick glance

• This feature is currently in the works

Our inaugural post will be out on Monday!

Free subscribers will still enjoy our timeless prior posts this past year, and the occasional higher-level energy post on trends and frameworks. You’ll also gleam some insight from the previews of our upcoming paid series