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The Fragile Case for Coal’s Imminent Decline
IEA WEO2025 Observations
Dec 8, 2025
Nuclear Boom or Bubble
The Week That Was: November 29 - December 6, 2025
Dec 6, 2025
The Nuclear Paradox
Coffee Chats Episode 20, with Ian Nieboer & Graham Bain (Recorded December 4, 2025)
Dec 6, 2025
18:25
Nuclear Cost Curse
Forgetting Faster Than Learning
Dec 4, 2025
The Nuance Behind the Nuclear Renaissance
Questioning the Long-Term Nuclear Thesis
Dec 2, 2025

November 2025

The Supply Superpower
The Weeks That Were: November 15-29, 2025
Nov 29, 2025
47 Hours in Beijing
Coffee Chats Episode 20, with Ian Nieboer & Graham Bain (Recorded Nov. 27, 2025)
Nov 28, 2025
16:49
Canada-Alberta Energy MOU
Initial Thoughts on a Risky Bargain
Nov 27, 2025
China’s Pivot From Demand Drive to Supply Superpower
IEA Observations
Nov 21, 2025
Alberta’s 1,200 MW Data Center Allocation
Success for GDLC and Keephills
Nov 17, 2025
Malaysia's Coal Pivot & Geothermal Rising
Coffee Chats Episode 19, with Ian Nieboer & Graham Bain
Nov 4, 2025
20:26
November Pulse Check
Questions and Themes for the Month Ahead
Nov 3, 2025
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