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Market · 27 Sept 2026
The European Power Market Has Changed While Many Renewable Asset Owners Have Not
I was genuinely shocked a few weeks ago when I heard that the German solar developer and independent power producer, Enerparc, had filed for insolvency proceedings in Germany.
Market · 15 Sept 2026
Investing in The Fifth Industrial Revolution
I believe we are at the start of the Fifth Industrial Revolution, which will be the largest technological and economic transformation in our lifetime.
Capital · 8 Sept 2026
Capital Without Connection
AI Compute Has the Money but Not the Megawatts
Market · 6 Sept 2026
Europe Cannot Tariff Its Way to Technological Sovereignty
By Gerard Reid & Carsten Pfeiffer
Market · 29 Aug 2026
The European automobile industry was warned but didn’t listen…
Some years ago, I was invited to give a dinner speech on the future of energy and sitting directly opposite me was the former CEO of one of Europe’s leading automobile manufacturers.
Market · 12 Aug 2026
The Quiet Revolution Reshaping the World of Electricity
One of the things that has fascinated me over the last few years is that while the world has become obsessed with batteries, AI and data centres, very few people have noticed that another technological revolution is quietly taking place underneath them all.
Market · 3 Aug 2026
Europe is Sleepwalking into the Age of AI
By Gerard Reid and Carsten Pfeiffer
Market · 12 Jul 2026
Europe Needs to Think and Act Bigger
The European Commission’s new draft Electrification Action Plan is an important and welcome step forward and, as Jan Rosenow points out in his excellent analysis, it contains many of the right ideas around accelerating electrification, reducing energy costs, improving competitiveness and strengthening Europe’s energy system.
Market · 27 Jun 2026
Europe’s AI Problem
Despite all the conferences, strategy papers, funding announcements and speeches about AI sovereignty, Europe is very poorly positioned in the global world of artificial intelligence.
Capital · 15 Jun 2026
DEFEND Bond: a pathway for competitive power
Competitive electricity = sovereign defence & economic security. The case for a war-finance bond: Domestic Energy For Economic and National Defence
Capital · 3 Jun 2026
Digital vs the Grid: Mind the Gap
24 months vs 7-10 year upgrade cycles, and the policy choice Europe has yet to make
Market · 24 May 2026
The New World of Electricity
For most of modern history electricity has been treated as a background service, vital but invisible, and noticed only when the lights went out or when the bill arrived.