Energy

Ed Miliband’s nuclear about face…and his AI face

Last year, I predicted that AI’s energy demands would force a rethink on nuclear. Now it’s happening. Ed Miliband is backing the biggest nuclear expansion in over 50 years—and that opens the door to a new wave of AI investment in the UK.

Green New Scam Is Dying

I’ve warned for years the green agenda was built on shaky economics. Now it’s starting to collapse—and UK investors are feeling the fallout. In this piece, I break down what’s really happening behind the ESG narrative, and what it means for your money.

The hidden weak link that took down Heathrow – and what it means for investors

Heathrow's blackout exposed a global transformer crisis – investors could profit as shortages, tariffs and AI demand reshape the grid.

Götterdämmerung? Or Sicherheitswende?

Germany’s presumed next chancellor plans to issue a huge amount of new debt to fund military expansion. That’s likely to be not only expensive but inflationary. The best way to keep costs and inflation down would be for Germany to go nuclear.

Invest in what actually works

Labour’s serial flip-flopping on net zero is a distraction. Investors should look through the noise and focus on what actually works. That’s traditional energy, and it is currently trading at a discount to the market overall.

Germany’s nuclear U-turn: why 2025 could be the year of rebirth for atomic energy

In today’s issue: Perhaps the most groundbreaking development in the nuclear market in a generation Germany now relies on costly imported energy, made worse by…

The dark cold winter it didn’t have to be

The news is full of predictions of blackouts. That’s true across all the world media I follow each day. Critics have seen this coming for a very long time.

How the Green Grinch stole Christmas

The Green Grinch attempted to steal Europe’s Christmas this year with near-zero wind and solar power generation. Soaring prices were the result. Germany’s government has now collapsed and France has yet another prime minister with only a weak mandate. Is more mayhem in store for 2025?

Renewables cannot meet our exponentially growing energy demand

This year, my understanding of our energy system radically changed forever. While most people peddle a story of energy transitions, this is false.

Nuclear power is no silver bullet

Our compilation of the best Fortune & Freedom articles of 2024 continues with a rather nerve-wracking experience we had in August. A live video that had our compliance team sweating buckets as we went to air…