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Britain’s electricity grid is creaking. This is not good news

Britain’s electricity grid is creaking. This is not good news

This is a post about arguably the most important & underdiscussed issue as we push towards net zero. The UK electric grid is creaking - big time. It could trigger blackouts & even get in the way of those climate ambitions. This is a very big deal. But let’s

Rising interest rates are a bigger deal than you might think

Rising interest rates are a bigger deal than you might think

I’m a bit worried people are being WAY too complacent about rising interest rates. They assume that because they’re so low now vs the 1990s, this’ll be a walk in the park. NO. Let’s start with this chart. Outlook for interest rates has changed enormously in

The long and winding story of Newport Wafer Fab

The long and winding story of Newport Wafer Fab

The tale of Newport Wafer Fab is a parable for our times. It tells you everything you need to know about * The UK's industrial strategy, or complete lack of it. * UK's inability to decide what to do abt China. * Most of all, UK's complete

Lithium, Copper, Chile and the Net Zero Age

Lithium, Copper, Chile and the Net Zero Age

The unpalatable reality is that getting to net zero will involve far more mineral exploitation than ever before.