The Industry That Was Supposed to Collapse
The Day I Stopped Believing in Politics
The Distortion Field of Fame
The Age of the Educated Idiot
When the Global Sheriff Goes Home
The Return of Gravity
The Civilization of Useful Lies
The Desolation of the Real
The Discipline of Being Free
Empire of Sunk Costs
The Market Isn’t Broken. It’s Hollow.
The Curse of the First Big Leap
When Dave Limp took over as CEO of Blue Origin, he reportedly asked a question that immediately cut to the…
LNG Never Became Cheap Because the Market Never Stayed Sane Long Enough
Liquefied natural gas still has not delivered on one of the great promises made roughly twenty years ago. Back then,…
The Green Revolution Runs on a Mountain of Chinese Coal
China does not merely produce more coal than any other nation on Earth. It produces more than half of all…
LNG Was Never a Calm Business — It Was Always Controlled Chaos
Volatility in LNG you say? As though the liquefied natural gas business had been some serene monastery of calm spreadsheets…
The AI Gold Rush Has an Electricity Problem
Has anyone actually looked at the price tag of one of these modern AI data centers? Not the glossy investor…
Europe Has Crawled Out of Worse Graves Than This
Not so very long ago, the European—especially the German—automotive industry was the envy of the world. Not merely respected. Envied….
The Real Environmental Problem Was Never Plastic
In 1989, I left Europe for the first time in my life to see what existed beyond the old continent’s…
