September 2026 Ownership / Capital

Who'll Own Your House When AI Is Finished With Your Job?

Everyone's arguing about whether AI ends the species. Nobody's asking who owns your house when it's finished with your job.

April 2026 Conflict of Interest / Industry

The Tilted Table

What a viral post about Ørsted gets wrong, and why it matters. The renewables industry doesn't need defending — it needs an honest accounting of who's…

April 2026 Australia / Markets

Your diesel is up 30 cents. Here's who's collecting.

Trump tweets in Washington. Seconds later, the diesel price at the Bindi Bindi roadhouse ticks up. A $7 billion fiscal event, a 1987 parallel, and the…

March 2026 The Exit

Cheap Batteries For Europe

European batteries cost 56% more than Chinese equivalents. That isn't technology. It's scale. Classify the battery as infrastructure. Finance it accordingly.…

Cochin solar airport
Cochin, India

The exit exists. Some places already took it.

March 2026 Markets / Geopolitics

Your Bill Is a Foreign Policy Instrument

The Iran war didn't break the energy system. It revealed it. The same architecture that kept your electricity bill high during the cheapest renewable era in…

March 2026 The Exit

Don't Let The Grid Get In The Way

"But the grid." The grid problem is real at the macro level and massively exaggerated at the level that matters — the home, the street, the community. Build…

March 2026 The Exit

Make Electricity Irresistible

The gas price is already doing one job. £4.5bn in green levies sit on the wrong fuel. Take them off. Move them to general taxation. Make the right choice the…

March 2026 The Exit

Stop Protecting. Start Adapting.

Every time energy prices spike, citizens demand protection. And governments provide it. This is the trap. Pain is not the enemy. Managed pain with a clear…

March 2026 The Exit

The $2,500 Siphon

Every European household sends roughly $2,500 a year to the fossil fuel system. The money leaves the house, leaves the street, leaves the town. It does not…

March 2026 The Exit

The Battery Is Infrastructure

We finance roads at sovereign rates. Water pipes. Transmission lines. A home battery does the same job. Consumer loan: marginal economics. Infrastructure…

March 2026 The Exit

The Demand Problem

Europe doesn't have an energy supply problem. It has a demand problem. Wind parks switched off. Solar farms curtailed. Wholesale prices going negative. We…

March 2026 The Exit

The Iberian Plan. It Already Worked.

While the rest of Europe spent 2022 writing cheques, Spain and Portugal changed the rule. 40% reduction in wholesale prices. €5bn saved. Same continent. Same…

March 2026 The Exit

The Numbers Work Today

Borrow £5,500 at 5% over ten years for a 4kW solar system. Monthly repayment £58. Monthly bill saving £100. You're £42 ahead from day one. The maths works…

March 2026 The Exit

The Renter Problem — The Equity Gap

A third of European households rent. They cannot put solar on a roof they don't own. The transition cannot work if it only works for homeowners. The housing…

March 2026 The Exit

The Seller Problem

Three thousand houses change hands in Britain every day. Not one conversation about insulation, heating, solar, or batteries. The buyer is sitting across…

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