Category Energy

For years, “battery” meant “EV.” In 2026, the real story is BESS (Battery Energy Storage Systems) for the grid. As more intermittent renewables come online, the grid has become unstable. Batteries are the glue holding it together. The business model here is “Arbitrage.” Batteries buy power when it is cheap (mid-day when the sun is […]

The obituary for oil and gas was written prematurely. While demand growth is slowing, the world still runs on hydrocarbons. However, the business model has changed from “Drill, Baby, Drill” to “Cash is King.” Shareholders are no longer rewarding production…