Human Energy — Story of my First IRONMAN
I bought a $400 Decathlon bike in 2023 and finished IRONMAN Hamburg two years later. This is the story of what happened in between.
The Leaders of "Advanced Clean Technology" Deployment
A new class of developers is betting on technologies that have never been built at commercial scale, advanced nuclear, long-duration storage, clean hydrogen. Some of them will cross the FOAK-to-NOAK bridge. Most won't. This is an attempt to figure out which is which.
Commercializing Clean Technology
I read all 11 DOE Pathways to Commercialization reports. Covers advanced nuclear, long-duration storage, virtual power plants, and eight other technology categories. The pattern across all of them is the same: getting to FOAK is a financing problem more than a technology one.
Understanding Tax Equity
Tax equity is how most US clean energy projects actually get financed, but it is barely taught and poorly explained outside of law firms. Covers the ITC, PTC, partnership flip structures, and sale-leaseback arrangements, and why the whole system exists in the first place.
Oxford Sustainable Finance Executive Programme Recap
Notes from the Oxford Sustainable Finance Executive Programme. Covers ESG frameworks, climate risk in investment portfolios, and blended finance structures. Useful if you work in this space and want a reference.
Sustainable Finance
Green bonds, ESG, carbon markets, and where capital is actually flowing in the energy transition. Written as a primer for people coming from the project development side who want to understand the finance landscape.
Hydrogen and the Silver Bullet Fallacy
Hydrogen gets applied to almost every decarbonization problem, which is a sign it probably isn't the right answer to most of them. This is an attempt to figure out where it actually belongs.
What is Happening to Offshore Wind?
Written in late 2023, when offshore wind cancellations were making headlines every week. Rising costs, broken procurement models, supply chain constraints. The sector has since stabilized, but the underlying issues haven't gone away.
Economics of Batteries
How battery storage projects actually make money. Covers LCOS (levelized cost of storage), revenue stacking across energy arbitrage, capacity markets, and ancillary services, and what the cost curve tells us about where this is all going.
Virtual Power Plants
VPPs (virtual power plants) aggregate distributed assets, rooftop solar, batteries, EVs, smart appliances, to behave like a centralized generator. Written when I was trying to understand the technology before joining Peak Power. Covers the mechanics, the business models, and the regulatory environment.