Macro foresight at the AI & energy collision. By an emerging tech & global risk strategist.
Mar 31, 2026
•
20 min read
How intelligence and flexible power will stretch a constrained grid into the agentic era
Mar 17, 2026
14 min read
While hyperscalers abandon the public grid for captive gas, Hormuz puts climate tech back in the spotlight in the U.S.
Mar 4, 2026
15 min read
Pricing the Collision of Qatari LNG, Taiwan's Grid, and the U.S. AI Buildout