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
The Nuclear Waste Gap
SMRs promise smaller, more flexible nuclear power. But what happens to the fuel afterwards?
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
Macquarie Capital – ONYX Insights
Our take on Macquarie’s acquisition of ONYX Insight in 2024, and why reliability has become a central theme in the energy transition.
32,000+
Turbines Monitored
45+
Countries
Developer · Namibia
Africa GreenCo – PIDG
2026 · $21.5M
→
Geothermal · USA
Fervo Energy – Google PPA
2026 · $2B
→
Wind · USA
Brookfield & La Cassie – Boralex Buyout
2026 · $4.2B
→Hydrogen · Sweden
Stegra – green hydrogen steel
Closed · €6.5B
→
Solar · UAE
Masdar – 24/7 clean power
2026 · $6.1B
→The energy transition is not a story about intentions. It is a story about capital, infrastructure, and who is actually willing to build it.
On the state of the transition
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
→
Storage
Energy Dome
CO2 battery technology for long-duration storage.
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Hydrogen
Verne
Cryo-compressed hydrogen for clean backup power.
→
Solar
Synhelion
Solar-powered synthetic fuel production.
→
Efficiency
Submer
Liquid cooling for AI-driven data centers.
→