Giving renewables the subsea snip

Renewable energy is often lauded for its energy security. But this fails to take into account a dangerous new vulnerability: submarine energy warfare.

A bottleneck and a glut, and the asset to own for both

The energy transition is facing numerous bottlenecks, from power grids to key commodities. But you can also have too much of a good thing, and investors can potentially profit from both extremes.

A rendezvous with a perverse and unpleasant destiny

What has happened to us all? Did we suddenly awake, one dark and woebegone morning, and decide to be stupid? Or, is it just part of the pattern?