The Newsletter
Each edition explores a single theme within the energy transition, whether that's grid infrastructure, subsea capacity, or storage. From there, it looks at the companies actually working to solve that problem, and why it matters.
Featured edition
Securing the transition
On subsea cables, geopolitical risk, and who's working to protect them.
READ THE EDITION →
The Deal Round-up
Transactions worth understanding, and what's actually happening behind them: who's involved, how it's structured, and why it matters.
Featured deal
Brookfield & La Caisse: Boralex buyout
Our take on why patience is worth paying a premium for, and what it means when public markets won't wait.
3,783MW
Capacity
$6.5B
Deal value
The Startup Watchlist
Companies across the energy transition worth tracking, from grid infrastructure to storage to supply chain. Some featured in the newsletter, others just worth watching.
Featured startup
FiberSense
Fiber-optic sensing for subsea cable and grid infrastructure, detecting threats in real time.
Security
Sector
Edition 24
Featured in
Climate
Repath
Physical climate risk analytics
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Storage
Energy Dome
CO2 battery technology for long-duration storage.
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Hydrogen
Verne
Cryo-compressed hydrogen for clean backup power.
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Solar
Synhelion
Solar-powered synthetic fuel production.
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Efficiency
Submer
Liquid cooling for AI-driven data centers.
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