Sequels, Platforms, Chips and Capital Equations

Finally up for air. The energy edition work ahead is a sequel to last year’s “The Long Runway for New Energy Demand.” In April, I began formulating what the general gist should be, and then the pieces of the puzzle come together. Sometimes you have to grind down though to get there, especially when you have constraints. This is the nature of projects though, choreographing time, resources and people, alongside others with the same constraints. But it works beautifully with great partners over time.

The climate right now is very dynamic in energy, like never before. Increasingly, I find myself engaging with an extended circle of people and organizations. This is exciting. We need to be working together.

The research period was insane, more so than last year even. There are many reasons why, one of which is that I was also working on two other related works. They will hit the stands or the digital airwaves in early December and January 2026.

(Print is out the last week of October; features run online thereafter, possibly sooner )

Below is the timeline with links, and what’s ahead is ahead.

 

I’m trying to sort the wheat from the shaft, with the help of friends, colleagues and experts.


Investor-oriented research notes speak to the dynamic nature of it all — in real time.

At no time in history has information traveled so fast.

So, there is a lot of noise. I care about quality, precision and the best inference possible.