Read our latest research and analysis pieces on Substack

Forthcoming articles on emerging clean tech fields, hard-to-decarbonise sectors, artificial intelligence, and critical minerals. Please reach out for suggestions and feedback!

Reach out

Shenandoah Substack

Clean tech start-ups in a crunch as VC shifts to AI, an opportunity energy incumbents cannot afford to miss

Clean tech CVC could be stronger

Read on Substack

Fusion is Real. Now Comes the Hard Part. by Chris Jan

Read on Substack

The biggest question for inertial fusion power plants: diodes, diodes, diodes! by Chris Jan

And how the industry is working on solving it.

Read on Substack

The Promise of Limitless Clean Power: A Primer on Inertial Fusion by Chris Jan

Why Focused Energy and lasers have the clearest path to commercial fusion.

Read on Substack

Clean Hydrogen Investment Framework by Chris Jan

Read on Substack

The Climate Winners and Losers of the One Big Beautiful Bill Act by Chris Jan

Beauty is in the eye of the beholder.

Read on Substack

Nuclear Fusion: The Final Decade Away? by Chris Jan

Read on Substack