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Everything here comes from having built FOAKs, not just studied them. The Playbook is a structured guide to scaling cleantech from lab to commercial delivery. The Monitor tracks the largest FOAK projects in real time. The Blog is where I think out loud. Start with the Playbook → if you're scaling a FOAK. Start with the Monitor → if you want to know what's actually happening in the field.


Chinese EV Exports to Europe Surge Despite Tariffs
Chinese EV Exports rose despite tariffs.
Dec 21, 20251 min read




Who Makes Money From SDVs?
Every time someone says software-defined vehicle, I imagine driving 250 km/h on the Autobahn and seeing:
“System has unexpectedly crashed. Reboot in progress.”
That thought led me to dig into SDVs, money, and who actually benefits.
Dec 18, 20253 min read


The Tale of BP and Shell Green Ambition
How BP and Shell abandoned their green ambitions
Dec 15, 20251 min read


Connected Cars And Ownership
How a connected car could easily become an expensive paperweight
Dec 5, 20252 min read


Robotaxis: The Economics Still Don’t Work — But the US and China Push Ahead Anyway
Robotaxis still don’t make money — not in San Francisco, not in Shenzhen. Yet both the US and China keep pushing, each for their own reasons. I dug into two Economist articles this week and wrote a breakdown of why both countries are accelerating into a business model that still has its unit economics stuck in reverse.
Nov 27, 20254 min read


Stellantis Frankenstein Monster Story
Mega-corporations rarely die from a single dramatic mistake. They fade through a sequence of small decisions that felt “pragmatic” at the time.
Nov 26, 20252 min read




The Coming AI Energy Bubble
Why AI power demand won't materialise at the scale imagined.
Nov 13, 20253 min read


What is the real strength of Chinese automotive industry?
Why touchscreens are not the key strength of the Chinese car industry.
Nov 11, 20252 min read


Adapt or Mitigate?
Adaptation and mitigation are often viewed as competing for capital. In fact, they are not.
Nov 5, 20251 min read




The defence sector might drive e-fuels just as it drove solar
The military has always been the earliest adopter of new tech.
Dirk Singer noted that today it’s also one of the biggest investors in e-fuels — not for climate goals, but for energy security.
Like solar panels in the 1990s, disruption often starts on the battlefield.
Oct 6, 20251 min read


From Gigafactories to Collaborative Ecosystems: Rethinking Battery Manufacturing in Europe
Airbus showed Europe can beat giants like Boeing through distributed collaboration. Could batteries follow the same path—moving from vertically integrated gigafactories to networks of “partners in success”?
Oct 1, 20253 min read


Battery Day 2025 in the Netherlands
This was my second Battery Day in the Netherlands. Last year I came for the first time and was surprised at how much battery innovation is happening here. This year the event was bigger, much better organised, and had over 600 participants. It also gained an international dimension — with Matthieu Hubert from ACC giving a keynote on the French sector, and a dedicated session on cooperation with China. A few takeaways: 1) Scaling Dutch startups means going international. The g
Sep 26, 20252 min read


A Pragmatic Climate Reset
Michael Liebreich’s recent provocation on the Pragmatic Climate Reset raises many important points. One that stood out to me is that the climate movement has lost credibility by clinging to maximalist narratives while failing to deliver practical benefits.
This inspired me to reflect on my own journey — ten years in climate tech yet still facing the gap between professional work and personal choices.
Sep 19, 20253 min read


Who will win in Long-Duration Energy Storage (LDES)?
A short comparison of LDES technologies
Sep 12, 20252 min read


Clean energy VC is no longer booming—but it is maturing.
Latest data on clean energy VC investments. Are we seen new bubble emerging?
Aug 5, 20252 min read


Electric Mobility: What We Own, What We Share, and What We Fear
What is the future of electric mobility?
Jul 31, 20254 min read


Two Essays on Climate Investment—And What They Overlook
Two different points of view on climate investment. Both wrong.
Jul 15, 20252 min read
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