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To lead the energy transition, or to follow?
Why capping its renewables losses was the bigger BP AGM win.
Apr 30
•
John MacArthur
1
Electricity market reform arrives at last, but the UK government is still a distressed buyer
The UK has needed to change its wholesale pricing for a decade. Market reform is welcome but AR7 negotiation weakness cannot persist in the new…
Apr 22
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John MacArthur
1
Photons to tokens: how the Gulf is building its AI economy and Europe's response.
The AI race is an electricity race. The Gulf knows it. Europe must catch up.
Apr 16
•
John MacArthur
Has TotalEnergies dumped the Paris Agreement?
The French energy major spends billions on low-carbon energy but its net zero target was a legal liability. Both action and ambition must reflect energy…
Apr 9
•
John MacArthur
Energy scenarios for an erratic world
Non-linearity defines every energy transition. Most planning ignores it.
Apr 7
•
John MacArthur
Powerful women embrace the squiggle
My MSc research surveyed 215 women across 37 nationalities. Eight years on, their answers still hold.
Apr 2
•
John MacArthur
1
March 2026
When the energy libretto changes
Why capital priorities in the energy transition are shifting and which investments hold their value across more than one future
Mar 31
•
John MacArthur
1
Responsible Energy Briefing: When molecules can't move
Energy infrastructure, chokepoints, and why geography still determines strategy
Mar 26
•
John MacArthur
The genie is out of the bottle
As the Hormuz crisis deepens, the downstream consequences of the world's most critical chokepoint are coming into full view
Mar 26
•
John MacArthur
1
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