High-voltage cable is one of the least glamorous but most structurally supported corners of the energy transition, underpinned by grid upgrades, offshore wind and interconnectors. Supply is concentrated among a few manufacturers. Here are the five that matter.
An introduction to the core concepts in energy. This article provides a strong foundation on the fundamental principles of energy systems and how they are transforming in the context of the United States' energy transition journey.
Hydrogen investing in 2026 looks nothing like the hype cycle before it. The listed universe has split into profitable gas majors, loss-making pure plays, and names finding real traction powering AI data centres. Here are five stocks that show how the theme is now being played.
The humble power transformer has become the energy transition's biggest bottleneck, with lead times stretching to four years. Grid upgrades, ageing infrastructure and the AI data-centre boom are driving a multi-decade supercycle. Here are five ways to follow it.
The energy transition is, at bottom, a materials story: lithium and nickel for batteries, rare earths for magnets, copper for the grid. Surging demand meets constrained supply and Chinese processing dominance. Here are five ways to follow the theme.
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