The Energy Transformation

BowTiedFeline
The past, present, and future of all things energy.
Created 09 Oct 2021
7
Posts
12
Likes
0
Comments
0
Mentions
  • Ponzis and Electric Vehicles - Pt II
    19 Dec 2021 • 7 min read • 1 0
    In Part I we looked at what constitutes a new-age ponzi. New-age, because they’re not necessarily fraudulent, illegal, nor guarantee riches for little risk. The potential riches (returns) are within t...
  • Ponzis and Electric Vehicles - Pt I
    05 Dec 2021 • 4 min read • 1 0
    We’re gonna change things up for this series. Looking at Electric Vehicle adoption, and reminiscing the times in 2018/19 where everyone was bearish TSLA stock: “NOT ENOUGH CASH ON BALANCE SHEET” “INVE...
  • Global Energy Crisis - Part II
    14 Nov 2021 • 4 min read • 3 0
    In the first part of this series we looked at how we arrived at a global Energy Crisis today TLDR: a bunch of reasons - mainly high European demand from a strong winter last year, surprising Asian dem...
  • Global Energy Crisis - Part I
    31 Oct 2021 • 5 min read • 2 0
    There’s no shortage of narratives regarding today’s global energy landscape (October 31, 2021). Specifically as it relates to securing energy supplies, various actors with different vested interests a...
  • Energy Transformation First Principles - Part I
    24 Oct 2021 • 7 min read • 3 0
    Ever-increasing Energy Return on Energy Invested (EROEI) has been the ultimate foundation for a better quality of life and increasing population growth for all of human history. Not as catchy as you t...
  • Intro - Laying the Groundwork
    17 Oct 2021 • 3 min read • 1 0
    Hi everyone. Thanks for checking out The Energy Transformation. I think you’ll find the things discussed here not only interesting, but relevant as well. The goal for these pieces is for the majority ...
  • The Energy Transformation: What to Expect
    09 Oct 2021 • 1 min read • 1 0
    Pivoting from Inside Wall Street As many of you may know, we authored the publication Inside Wall Street. We will no longer be making new posts under that publication, but will keep the posts up for a...
  • View More on Substack »