A sharp, opinionated energy market newsletter focused on European and Asian gas markets, covering geopolitics, LNG prices and trading positioning. Readers get pointed commentary on Ukraine-related gas diplomacy, TTF price drivers and fund positioning, and longer analysis of Japan's LNG demand.
Website: https://www.energyflux.news/
A climate science newsletter that analyzes current research and data on global warming, El Niño and the energy transition. Readers get data-driven explanations with charts, critiques of published methods and context on contested claims.
Roger Pielke Jr. writes about science, policy and politics, with a focus on climate, extreme weather, disaster losses and energy. Readers get data-driven analysis and first-person accounts of his talks and research.
Doomberg publishes long-form essays on energy markets, finance and geopolitics, often challenging mainstream political and media narratives. Readers get contrarian, data-informed analysis of topics such as LNG flows, sanctions, BRICS and hydroelectric contracts.
Analysis of the AI investment cycle, covering metrics such as revenue coverage of AI capital costs, data center power constraints, and company earnings signals. It also includes weekly research picks on AI and economics from the Exponential View research desk.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
