The Energy Transition Is a Capital Allocation Problem
The global energy transition is often framed as a technology challenge. In reality, it is far more constrained by capital […]
EnergyTech
AMI, DERs, Storage: Why EnergyTech Pilots Rarely Scale
Pilots succeed because they avoid institutional friction; scale fails because it can’t EnergyTech is full of pilots that work—and products
Grid Resilience in a Multipolar World
For much of the past three decades, electricity grids were engineered for efficiency, not resilience. Energy systems assumed relative geopolitical
Hydrogen: Strategic Necessity or Expensive Distraction?
Few technologies in the energy transition inspire as much enthusiasm—and skepticism—as hydrogen. Proponents describe hydrogen as the missing link: a
Energy Storage Is Becoming Infrastructure, Not an Add-On
For much of the energy transition, storage has been treated as a supporting technology—useful, but optional. Batteries were framed as
Why Utilities Buy Technology They Don’t Fully Use?
Procurement logic ≠ operational logic ≠ value realisation Utilities are not short of technology. They are short of technology that
Why Grids — Not Renewables — Are the Real Bottleneck in the Energy Transition
For more than a decade, the global energy transition narrative has focused overwhelmingly on renewable generation. Solar and wind capacity