All the eggs in one basket

Spruce Pine, coal in the solar supply chain, and three lessons from Ed Conway’s Material World and Trade World

Oct 8 • John MacArthur

1

September 2026

Five trade-offs nobody wants to say out loud

The World Energy Council’s 2026 Trilemma Report names the debates every decision-maker is already having

Sep 24 • John MacArthur

2

Not ideology. Arithmetic.

A 25-year clean power contract, an 11-year gas field, and the grown-up debate about energy transition timing and cost

Sep 22 • John MacArthur

April 2026

To lead the energy transition, or to follow?

Why capping its renewables losses was the bigger BP AGM win.

Apr 30 • John MacArthur

1

1

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 • 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

1

1

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

2

3

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