Profitable Growth In The Naked Economy

Universal connectivity and powerful AI are creating radical transparency. Welcome to the Naked Economy, where the rules of value creation are fundamentally different.

The recycling industry loses 40 per cent of its workers every year. A humanoid robot trained by VR headsets is the replacement plan.
The recycling industry loses 40 per cent of its workers every year. A humanoid robot trained by VR headsets is the replacement plan.

The recycling industry has a labour problem that no amount of recruitment can solve. Staff turnover at waste sorting facilities runs at 40 per cent annually. The fatality rate is eight times the national average across all industries. Work-related inju…

Energy Security Is The Real Driver Of The Clean Energy Transition

Energy security is overtaking price as the main driver of the clean energy transition, as geopolitical risks expose the vulnerabilities of fossil fuel supply chains.

Fervo Energy launches $1.33bn IPO, the largest climate-tech listing of 2026
Fervo Energy launches $1.33bn IPO, the largest climate-tech listing of 2026

On Monday, Fervo Energy formally launched its IPO roadshow, offering 55,555,555 shares of Class A common stock at an indicated range of $21 to $24 each. At the high end of the range, the geothermal-energy developer would raise as much as $1.33bn and be…

Denmark built Europe’s cleanest grid. AI data centres are overloading it.
Denmark built Europe’s cleanest grid. AI data centres are overloading it.

  Denmark generates more than 80 per cent of its electricity from renewable sources. Its wind farms, both onshore and offshore, have made the country a global model for clean energy transition. Its grid operator, Energinet, has spent decades building t…

Planning For The End Of The Oil Age

This week’s Current Climate newsletter also looks at mining copper with AI-powered robots and using weed-killing lasers instead of chemicals for healthier farming

The Geopolitical Tax: Why Grid Stagnation Is A National Security Risk

In the race for AI supremacy, the copper in the ground matters as much as the silicon in the chip.

Australia’s $22 billion answer to the question the Hormuz crisis asked
Australia’s $22 billion answer to the question the Hormuz crisis asked

When Iran closed the Strait of Hormuz on 27 March, following weeks of US and Israeli air strikes, Brent crude hit $126 a barrel and the World Bank warned that energy prices would surge by 24 per cent, the largest increase since the Russia-Ukraine shock…

Critical Minerals Are The New Oil, With A Hidden Water Cost

AI, EVs and clean energy rely on minerals from water-stressed regions, raising urgent questions about fairness, sustainability and who pays the bill.

Does Canada Or America Love Agrivoltaics More?

A pair of survey studies paint a vivid picture of massive public support of agrivoltaics (combing solar and farming) in both Canada and the US…If they have heard of it.