Is the energy transition leading to blackouts?

The energy transition is coming dangerously close to causing blackouts. But what happens if it does? That’s what I asked Nigel Farage…

The prize of Zaporizhzhia

Russia seized Europe’s largest nuclear power plant in Zaporizhzhia during the first days of the Ukraine war. Energy infrastructure has played an important role throughout and, regardless of how the war plays out, energy, including nuclear, remains an absolute “must-invest” sector…

How far will the Overton Window go on net zero and renewables?

It has become downright fashionable to doubt net zero. But how far will this scepticism go? And what will this new reality mean for investors?