Data-driven essays on the Australian electricity grid and National Electricity Market, using AEMO datasets to examine wholesale prices, price volatility and storage. Readers get analysis of how market design and renewables reshape energy economics.
Website: https://www.empirical.ee/
Essay series on how Africa's power, AI compute and cross-border infrastructure can be financed through new contracts, institutions and markets. Readers get argued, finance-literate analysis of instruments like the Compute Purchase Agreement, compute utilities and regional power market settlement.
Analyzes structural forces in the U.S. natural gas market, including storage benchmarks, LNG export flows, and policy levers affecting Henry Hub pricing. Each issue argues a specific thesis backed by figures from EIA, DOE and project-level data.
A paid-subscription newsletter tracking the escalation trajectory of the Iran war, with frameworks for judging shifts in conflict dynamics and their strategic and economic effects. Recent issues analyse US-Israel-Iran signalling, Strait of Hormuz reopening proposals and Russian mediation with a clear forecasting angle.
Truflation's blog publishes analysis of US inflation data, comparing official releases such as the Beige Book and PPI with its own daily real-time index. It also announces products like the Truman daily macro briefing.
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