Carbon Risk

A newsletter on critical minerals, batteries, China & clean energy + monthly podcast, An Electric Revolution.

My personal Substack

An exploration of the quirks of energy investing and ESG ("Environmental, Social, Governance"), how it works and how it doesn't.

Category creation strategies for planetary-scale interventions—helping founders and innovators redesign carbon removal markets and establish global cooling as a necessary new category.

In-depth analysis of climate change policy and carbon markets (with a particular focus on New Zealand).

Illustrated Ideas

European political economy and geoeconomics

Future-focused writing on biodiversity, climate, and water.

Exploring the transition of the ocean economy to a sustainable blue economy.

Notes on hard technology and the energy transition from Andy Lubershane, Head of Research at Energy Impact Partners

Energy Musings contains articles and analyses dealing with important issues and developments within the energy industry, including historical perspective, with potentially significant implications for executives planning their companies’ future.

Your daily reminder that carbon offsets are a scam

Explorations of carbon removal, covering the market, policy, methods, and system-level thinking. By Robert Höglund.

Unexpected stories from the underbelly of the modern world

Using data and research to understand what really makes a difference

Wandering around an infinitely complex, ever changing world.

Deeply researched stories about climate change

The Climate Narrative for the Non-Scientific Crowd. "Waitbutwhy for Climate".

The New Forest Economy

Man + machine beats man or machine alone.

Independent Investment & Economic Researcher. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

energy policy and more

Super-Spiked focuses on the mission of everyone on Earth someday becoming energy rich and what that would mean for corporate strategy and energy & environmental policy, markets and commodities

Data-centric, visualization-forward oil market research | Thematic deep-dives, monthly data reports, and a weekly market wrap-up every Friday

A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

I act as your filter on a noisy world so you can Save Time, uncover Opportunities, and stay on top of the Stockmarket Outlook

Monday Morning Economist is your weekly guide to understanding pop culture and current events through economics. Subscribe today for a deeper understanding of how economics shapes our everyday lives!

I write about the international financial system and its impact on society, the economy and the ecosystem.

Markets, tech and policy.

We cover climate tech: where business, science, politics, tech, and culture meet and shape the future. And whether it's one you'd want to live in.

A newsletter on all things rare earth in irregular intervals with no claim to political correctness. We and contributors may or may not have business dealings with or hold shares in companies discussed.

Callaway Climate Insights provides news, critical analysis and original perspectives at the intersection of global finance and the challenges of climate change. 

“The best for understanding how tech can solve our biggest problems, shape our society and bridge cultural divides.“ - Daniel Ek