Writing.

Notes are filed when a question becomes important enough to be written down — electrolyser economics, long-duration storage, nuclear timelines. Signed by the firm.

N0112 March 202612 min read

Note on hydrogen

Stack economics will decide whether green hydrogen wins.

Electrolyser capital cost and durability — not electricity price — are the two variables that actually settle the green-hydrogen question. A short argument from the cost curve.

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N0204 February 20269 min read

Note on storage

The 8-to-24-hour bracket is the next storage problem.

Short-duration lithium is solved. Seasonal storage runs through hydrogen. The interesting commercial window sits in between — and almost none of it is lithium.

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N0322 November 202514 min read

Note on nuclear

A second opinion on small modular reactors.

SMRs are not a silver bullet. Regulatory pace, supply chain depth, and first-of-a-kind cost overruns are the three variables that will decide the sector.

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