Signals

The UK’s 87% Carbon Target Is a Rebuild of the Economy

The 2040 pathway depends less on ambition than on whether the UK can finance, permit and build the systems behind the numbers.

14 Jun 2026

After the Buildout

Reading the IEA Global Energy Review 2026 beyond the headline

7 Jun 2026

Spain Has Decoupled Power Prices From Gas — Not Power Costs

Renewables lowered the visible power price, but reliability costs tell the rest of the story.

31 May 2026

The UK’s Locational Pricing Dead End

Why REMA's compromise is a financing problem, not a market design problem

24 May 2026

Solar’s Race to the Bottom Is Being Repriced

Chinese modules remain historically cheap, but Beijing’s push against overcapacity suggests the market has reached a new floor.

17 May 2026

The Five-Minute EV

BYD’s fast-charging claim is not just a battery story. It is a grid, infrastructure, tariff, standards and investment story.

10 May 2026

Inside America’s Gas Rush

Data centres, turbine queues, and the new cost of reliability

3 May 2026

From Cost to System Value: What Energy Equity Indices Are Really Telling Us

Markets are no longer just pricing technologies; they are pricing system roles, policy regimes, and industrial structure.

27 Apr 2026

Can the UK Really Delink Gas and Electricity Prices?

The latest UK proposal may smooth some exposure to wholesale volatility, but it does not separate bills, contracts, and price formation.

21 Apr 2026

Where Energy Meets the Road

From combustion to electric drive, the shift is not just technological. It moves where energy is stored, how it is delivered, and who controls it.

20 Apr 2026