Two different points of view on climate investment. Both wrong.

Why pay more to achieve less? Really, why? Yet, you see this everywhere in climatetech. How come? A reduction in man-made CO2 emissions...

The humble transformer is at the heart of the electric grid. And for decades, it’s been a tailor-made marvel. Engineers loved the craft,...

Don’t play with the government. That’s a rule my father taught me. He built his business in the 90s and early 2000s in Russia. He knew...

We don’t have a cleantech innovation problem — we have a FOAK execution problem. Over the past year, I’ve been building something I wish I had when I started scaling my first climate tech venture: a practical, experience-based framework for getting First-of-a-Kind (FOAK) projects off the ground. In my latest article, I’ve pulled together my 50+ posts into a structured overview that maps the FOAK journey—from the moment you decide to leave the lab to the day your NOAKs are r

Two things I got wrong about Saudi Arabia BESS market

In any type of off-take, price will be the central point of negotiations. There are many pricing options available - fixed, floating,...

Insights on the US climate policy from DC insiders and my thoughts on why this strangely resembles Russia.

The last weekend of 2024 long-read on AI and Energy

Why should you avoid Green Premium and look for 10x value?

Crypto's Energy Hunger: Problem or Opportunity?

$𝟭𝟮 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻/𝘆𝗲𝗮𝗿? $𝟯 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻? 𝗛𝗼𝘄 𝗮𝗯𝗼𝘂𝘁 𝗷𝘂𝘀𝘁 $𝟭 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻 𝗳𝗼𝗿 𝗘𝗻𝗲𝗿𝗴𝘆 𝗧𝗿𝗮𝗻𝘀𝗶𝘁ion

The Fourth Energy Transition looks certain to be accomplished by the end of this decade.