The hottest Energy Substack posts right now

And their main takeaways
Category
Top Technology Topics

Top Links 653 How US asset managers are muscling into Europe. Japan restarts its reactors. Who buys guns? Mexico's energy revolution.

Chartbook • 429 implied HN points • 18 Feb 25
💰 Finance Energy
  1. US asset managers are starting to play a bigger role in Europe, which could change the market dynamics there.
  2. Japan is bringing its nuclear reactors back online, impacting energy policies and production.
  3. There's a growing discussion about who is buying guns, which raises questions about safety and regulations.

Odds and Ends #46: The transformation of London's skyline, a big week for nuclear, and installing software updates in Antarctica

Odds and Ends of History • 603 implied HN points • 06 Dec 24
🇺🇸 U.S. Politics Energy
  1. London's skyline has changed a lot over the past 30 years, showing how cities can evolve over time.
  2. This week was significant for nuclear energy, but its implications could affect the future power landscape.
  3. Patching software in Antarctica is a unique challenge due to the extreme conditions, highlighting the importance of tech even in remote places.

Weekly Dose of Optimism #151

Not Boring by Packy McCormick • 189 implied HN points • 04 Jul 25
🕹 Technology Energy
  1. Hermeus is making waves in aviation by speeding up aircraft development, aiming to make travel faster and improve social and economic growth in America. They're pushing for supersonic travel to bring the excitement back to flying.
  2. The FAETON-I fusion device from Fuse Energy is a big step toward making fusion energy a reality, with some impressive outcomes that could change the future of energy production. This could lead to safer world and more available energy for everyone.
  3. Chai Discovery's new AI model, Chai-2, is revolutionizing how antibodies are designed, making the process faster and more efficient. This advancement could lead to better treatments for diseases much quicker than before.

Some early lessons of 2024 in the energy sector

Jérôme à Paris • 510 implied HN points • 24 Dec 24
🌞 Climate & Environment Energy
  1. Solar energy is growing really fast, leading to more electricity than we often need, causing prices to drop sometimes.
  2. Energy storage is becoming super important to handle all the extra solar power, but keeping up with the growth is tricky.
  3. Despite talk of a big rise in energy demand, actual usage is mostly stable or even going down in many places, especially in Europe.

Online resources on electricity and energy

GEM Energy Analytics • 339 implied HN points • 13 Oct 23
🌞 Climate & Environment Energy
  1. There are many websites that provide valuable data on electricity generation and energy prices, especially in Europe. These resources can help understand the energy market better.
  2. Tools like Ember Climate and Electricity Maps offer useful visualizations to track emissions and power generation in various regions.
  3. The International Energy Agency and the U.S. Energy Information Administration are great sources for reliable energy data and insights globally.
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⚛️🌟 Our fusion future: A Quick Q&A with … nuclear engineer Michael Ford

Faster, Please! • 456 implied HN points • 21 Jan 25
🔬 Science Energy
  1. Fusion energy has great potential and is seen as safer than fission because it doesn't have the same risks of catastrophic accidents.
  2. Many companies are investing in fusion technology, which is leading to a quicker development pace than in the past.
  3. Public perception and understanding of fusion will be important for its acceptance and can affect the costs and deployment of fusion power systems.

Economics Links, 2/2/2025

In My Tribe • 410 implied HN points • 02 Feb 25
💰 Finance Energy
  1. The rising 10-year Treasury yield means higher costs for government debt and could hurt stock prices as investors change their expectations.
  2. Traders need to be careful with market momentum, as it can shift unexpectedly, leading to losses when everyone stops buying at high prices.
  3. Renewable energy projects face high costs to connect to the grid, and large battery systems have limitations, raising questions about their reliability.

Redefining 💥Energy Flux💥

Energy Flux • 176 implied HN points • 25 Jan 24
💼 Business Energy
  1. Energy Flux newsletter focuses on analyzing global natural gas markets in relation to Europe's net-zero journey.
  2. The newsletter has evolved from a personal blog to a more focused platform with paywalled content.
  3. Readers can access a 7-day free trial to explore the full post archives of Energy Flux.

An introduction to (green) Hydrogen

GEM Energy Analytics • 299 implied HN points • 24 Oct 23
🌞 Climate & Environment Energy
  1. Hydrogen is seen as important for reducing carbon emissions, but it's not a complete solution. It can help in specific tough areas but isn't the only answer.
  2. Producing hydrogen currently causes pollution because most of it is made from natural gas or coal. Only a tiny bit comes from clean methods like renewable energy.
  3. Green hydrogen is expensive to produce, and its high costs mean it will be limited. It's better used in areas where alternatives like electricity don't fit, not for everyday home heating or personal cars.

Markets Are Conversations

Surfing the Future • 79 implied HN points • 24 Apr 24
💼 Business Energy
  1. Markets are conversations that can drive change at industrial scales.
  2. Changing conversations in sectors like energy is essential for speeding up change.
  3. Success in global energy transitions relies on complex coordination and can't be achieved with quick fixes.

The Fusion Energy Landscape

Ulysses • 359 implied HN points • 05 Apr 23
🔬 Science Energy
  1. Fusion energy promises clean, pollution-free energy that can be built anywhere and lasts millions of years without geopolitical disputes over fuel reserves.
  2. Different fusion technologies like magnetic confinement, inertial confinement, and magneto-inertial confinement offer diverse approaches to achieving fusion reactions with varying benefits and challenges.
  3. Developing fusion energy requires extensive funding, traditional engineering solutions, and expertise underscoring a journey to harness limitless energy potential.

Investment themes that will define Africa’s next decade

Afridigest • 35 implied HN points • 04 Dec 25
💼 Business Energy
  1. Electric vehicles, special economic zones, data centers, and agribusiness are among the highest-potential sectors for investment in Africa over the next decade.
  2. These themes suggest a long-term opportunity window to 2035 where strategic capital in manufacturing, logistics, and digital infrastructure can generate significant growth.
  3. Building enabling infrastructure and supportive policies—like reliable power, connectivity, and functional SEZs—is essential to unlock and scale these sectoral opportunities.

Top Links 644 Buffett's filthy power plants. Inflation dynamics. Indian wars, Zazous & Pet Shop Boys

Chartbook • 371 implied HN points • 09 Feb 25
💼 Business Energy
  1. Buffett's company, Berkshire Hathaway, runs some of the dirtiest coal power plants in the US. This highlights concerns about environmental responsibility.
  2. There are interesting discussions about inflation dynamics. Understanding these can help us navigate economic changes.
  3. The mention of Indian wars, Zazous, and Pet Shop Boys suggests a mix of cultural and historical themes worth exploring. Each has its unique impact on society.

Peru's natural resources: CIA-linked US ambassador meets with mining and energy ministers to talk 'investments'

Geopolitical Economy Report • 398 implied HN points • 19 Jan 23
🌍 World Politics Energy
  1. Peru is rich in natural resources like copper, gold, zinc, silver, and natural gas, making it a hub for transnational corporations who heavily invest in the mining sector.
  2. President Pedro Castillo aimed to ensure that 70% of mining proceeds went to the state for social programs, but after a coup, the focus shifted back to foreign corporate investments, reversing progressive economic plans.
  3. Natural gas, particularly liquefied natural gas (LNG), plays a significant role in Peru's exports, with a notable shift towards Europe as a top importer following a boycott of Russian energy.

US now world's top LNG exporter, as Europe boycotts cheaper Russian gas

Geopolitical Economy Report • 398 implied HN points • 08 Jan 23
🌍 World Politics Energy
  1. The USA is now the top exporter of liquefied natural gas (LNG) alongside Qatar.
  2. Europe has replaced Asia as the main market for US LNG due to boycotting cheaper Russian gas, causing energy prices in Europe to soar.
  3. Significant US LNG importers in Europe include France, Spain, Britain, the Netherlands, and Italy, resulting in economic chaos and geopolitical tensions.

Coking Coal: Its Over

Syncretica • 294 implied HN points • 14 May 23
💰 Finance Energy
  1. Predicted drop in coking coal prices due to Mongolia's coal imports displacing seaborne market imports.
  2. Issues with volume response from Australian, Canadian, and US coal producers to record high prices.
  3. Significant increase in Mongolian coking coal exports impacting market prices negatively.

What if We Just Stop Oil?

The Honest Broker Newsletter • 1737 implied HN points • 06 Jul 23
🔬 Science Energy
  1. The world still needs new sources of oil supply to meet demand, even with efforts to phase out oil consumption by 2050.
  2. Natural gas is expected to play a central role in future global energy consumption, with significant investment needed to meet demand.
  3. There are no scenarios suggesting it is possible to eliminate fossil fuel use within the next 8 years, leading to a global energy crisis if oil and gas were abruptly stopped.

Steve Keen: "On the Origins of Energy Blindness”

Building a New Economics • 137 implied HN points • 09 Feb 24
🔬 Science Energy
  1. Nate Hagens' podcast 'The Great Simplification' discusses the critical role of energy in human civilization and the potential for ecological overshoot to lead to major changes for humanity's survival.
  2. The concept of 'Energy Blindness' is explored in a conversation between Nate Hagens and Steve Keen, tracing back to Adam Smith, known as 'the Father of Economics'.
  3. The podcast conversation between Nate Hagens and Steve Keen is available both in audio and video formats for different preferences.

AI Unwrapped #1 | Elon Wants to Run AI From Space

The Product Channel By Sid Saladi • 6 implied HN points • 12 Feb 26
🕹 Technology Energy
  1. Elon plans to run AI data centers in orbit, using Starship launches and much stronger solar power to make large-scale GPU compute cheaper and uncoupled from Earth grid limits.
  2. The main bottleneck for AI isn’t algorithms anymore but infrastructure — especially electricity and power delivery — so any AI product strategy must account for compute and energy constraints.
  3. The frontier model race and commercialization are accelerating: Anthropic and OpenAI shipped major new models with big long-context and coding gains, while platforms add ads and multi-model checks to fund and improve real-world use.

AI’s Energy Crisis

Technically Optimistic • 39 implied HN points • 07 Jun 24
🕹 Technology Energy
  1. AI's energy consumption is rapidly increasing due to the demand for machine learning models and data processing, raising concerns for the future sustainability of AI technology.
  2. Efforts are being made to address the environmental impact of AI, such as exploring alternative energy sources, water recycling techniques, and more efficient cooling systems for data centers.
  3. Regulators and innovators are seeking solutions to manage AI's energy use, including implementing baseload reliable energy, optimizing power usage during off-peak hours, and demanding transparency from AI developers.

Weekly Dose of Optimism #150

Not Boring by Packy McCormick • 149 implied HN points • 27 Jun 25
🕹 Technology Energy
  1. AlphaGenome is a new AI tool that helps scientists understand how our genes work. It can analyze DNA to predict how changes in our genes affect health and diseases.
  2. New York is planning to build a major nuclear power plant, which would be the first in over 15 years. This new facility aims to provide clean energy and improve energy security.
  3. A study shows that a single dose of psilocybin, found in magic mushrooms, can help reduce depression for years. This opens up possibilities for new, effective treatments for mental health.

Ignore that bomb, someone lit a fire-cracker!

The Crucial Years • 1295 implied HN points • 24 Oct 23
🌞 Climate & Environment Energy
  1. False information spreads quickly, like rumors about electric vehicle fires, aided by social media and anti-environmental amplifiers.
  2. Compared to fossil fuel vehicles, electric vehicles are significantly less likely to catch on fire.
  3. It's important to consider the larger picture and relative impacts when evaluating new technologies or risks, like the benefits of windmills in reducing fossil fuel use.

Top Links 566 Power prices. How will migrants and smugglers respond to the Trump shock? Prisons of power and Keynes on fairy dust.

Chartbook • 429 implied HN points • 20 Nov 24
💼 Business Energy
  1. Cheap electricity is making US companies more competitive compared to businesses from other countries.
  2. There are interesting questions about how migrants and smugglers will react to recent changes in politics.
  3. Keynes' ideas are still being discussed today, especially regarding economic concepts like 'fairy dust.'

The EV Revolution in Five Charts and Not Too Many Numbers

Renewable Revolution • 259 implied HN points • 15 Sep 23
🌞 Climate & Environment Energy
  1. Electric vehicle (EV) sales are rapidly increasing, with countries reaching significant market shares in about six years. In 2023, around 20% of car sales will be EVs.
  2. Experts continuously revise their predictions upward for EV growth as prices drop and more people prefer EVs. Many now expect about 40% of cars sold in 2030 to be electric.
  3. The rise of EVs is pushing down sales of traditional gas cars and oil demand. As more EVs are sold, we could see a significant drop in oil use within 15 years.

Top Links 563 Trump and the world economy. Why the energy transition might be cheaper than we think. Protracted war in the Philippines.

Chartbook • 429 implied HN points • 17 Nov 24
🇺🇸 U.S. Politics Energy
  1. Trump's decisions can greatly affect the world economy. It's important to understand how political actions influence global markets.
  2. Transitioning to clean energy might be more affordable than many believe. New technologies and strategies can help lower costs.
  3. The ongoing conflict in the Philippines is complex and has lasting implications. It shows how prolonged wars can affect both local and international stability.

Where did the turnkey contracts go?

Gordian Knot News • 124 implied HN points • 23 Jul 25
💼 Business Energy
  1. In the late 1960s, nuclear power was seen as a cheaper way to generate electricity compared to coal, thanks to its efficiency and lower need for pollution controls.
  2. After 1968, fixed-price contracts for nuclear plants disappeared due to regulatory changes, leading to rising costs that made nuclear less competitive with coal.
  3. A stable regulatory system is essential for the success of nuclear power, as uncertainty can lead to higher costs that are passed on to consumers.

One Microcap Stock I Own

QTR’s Fringe Finance • 16 implied HN points • 05 Jan 26
💰 Finance Energy
  1. A small energy infrastructure company is increasing its exposure to data center construction, which could diversify its revenue and boost growth.
  2. Its operations are accelerating in the Middle East and across the EMEA region, indicating geographic expansion and momentum.
  3. The business trades at roughly a 10x run‑rate P/E and has a solid balance sheet, suggesting an attractive valuation with manageable financial risk.

End the Week with THB

The Honest Broker Newsletter • 873 implied HN points • 15 Mar 24
💰 Finance Energy
  1. Transmission line deployments in the US may not meet expected levels, urging a need for spreadsheet updates.
  2. Anticipate a significant rise in energy demand globally based on current trends.
  3. China's energy consumption growth demonstrates the country's significant stake in the global energy landscape.

Is there a third way?

Gordian Knot News • 146 implied HN points • 21 Jun 25
🇺🇸 U.S. Politics Energy
  1. Engineers focus on balancing trade-offs in design, while lawyers emphasize resolving conflicts through argument. This leads to different approaches in their fields.
  2. The shift from an engineering model to a legal model in areas like nuclear energy has created an unbalanced system where safety decisions are one-sided.
  3. A solution needs to ensure fair accountability, meaning decision-makers should face real penalties for failing to balance safety and functionality effectively.

⚛☢ Here's what can end the nuclear renaissance, according to America's biggest bank

Faster, Please! • 456 implied HN points • 22 Oct 24
🕹 Technology Energy
  1. Nuclear power is being considered more seriously because it can produce a lot of clean energy, which is important in addressing climate change.
  2. The need for energy security has increased, especially after events like the Russian invasion of Ukraine, making nuclear power a valuable option.
  3. Small modular reactors (SMRs) may solve key issues like high costs and slow construction times in the nuclear industry, potentially leading to a significant upgrade in energy capacity.

⤴⤵ Up Wing/Down Wing #21

Faster, Please! • 456 implied HN points • 19 Oct 24
💼 Business Energy
  1. Google is making seven small nuclear reactors to power its AI data centers. This is a big step for clean energy in tech, aiming for carbon-free power by 2035.
  2. The US economy is doing really well compared to other rich countries. It's growing faster and has better output per person than places like Europe and Japan.
  3. SpaceX successfully caught a returning rocket in mid-air. This shows how technology can make amazing ideas a reality.

Energy-as-a-service

GEM Energy Analytics • 239 implied HN points • 06 Oct 23
🕹 Technology Energy
  1. Energy-as-a-service is a new way to think about energy. Instead of paying for the electricity you use, you would pay for the services it provides, like heating or lighting.
  2. Mini-grids in Africa show how flexible energy solutions can work. These small systems can innovate with different pricing models to meet local needs.
  3. Smart technology could make it easier for consumers to handle their energy use. If providers take care of the complexity, people could just enjoy reliable services without worrying about fluctuating prices.

Supply AND Demand

Knowledge Problem • 235 implied HN points • 05 May 23
🔬 Science Energy
  1. Market value is determined by the interaction of supply and demand, allowing for price discovery.
  2. The traditional assumption in the electricity industry of fixed supply catering to demand is becoming obsolete due to digital technologies enabling flexible demand.
  3. Digital technologies and dynamic pricing are empowering consumers to have more control over their electricity bills and contribute to a greener future.

Sabine Hossenfelder promoting fossil fuels over electric vehicles

aukehoekstra • 59 implied HN points • 23 Apr 24
🔬 Science Energy
  1. Sabine Hossenfelder, a popular figure known for her physics background, has been criticized for promoting gasoline cars over electric vehicles.
  2. Electric vehicles can help solve grid issues and contribute positively to the energy system by offering flexibility and potential cost savings.
  3. The sales of electric vehicles continue to rise, with advancements in technology making them more environmentally friendly and cost-effective compared to fossil fuel cars.

Don’t Be Fooled

Points And Figures • 906 implied HN points • 01 Feb 24
🇺🇸 U.S. Politics Energy
  1. Don't just focus on all-time highs in the stock market, also consider the rate of change and velocity of growth.
  2. Analyze hard statistics objectively to compare economic performance under different presidencies.
  3. Take into account various economic indicators like natural gas and crude oil production when evaluating administration policies.

The Only Three Products in the Universe

Ulysses • 159 implied HN points • 15 Dec 23
🕹 Technology Energy
  1. The three primary products in the universe are information, matter, and energy. These are the fundamental components of economic activity.
  2. Software businesses focus on processing and disseminating information, which can disrupt social activities that involve thinking and language.
  3. The ultimate value in economic activity is derived from manipulating matter and energy efficiently, with the mastery of synthetic biology predicted to have a greater impact than AI.

A win win opening for a president who badly needs one?

The Crucial Years • 1066 implied HN points • 07 Nov 23
🇺🇸 U.S. Politics Energy
  1. Environmental campaign is rapidly emerging in the Gulf of Mexico to halt LNG exports, influencing political and environmental grounds.
  2. Biden has the opportunity to show leadership by denying new LNG export licenses, which could cut costs for American consumers and address inflation concerns.
  3. Taking action against LNG exports can help Biden address his polling challenges, appeal to young voters concerned about climate change, and demonstrate commitment to clean energy initiatives.