Posts

Mispricing risk premiums is risky

Many industrial strategies across Europe require financing new infrastructure that existing risk models weren’t designed to price, so interest rates keep climbing for our own projects.

Non-critical minerals are critical

Europe has built four sophisticated policy instruments for its industrial future. None of them cover the foundational mineral layer that every industrial process depends on. This is not an oversight; it's the logical endpoint of an idea that started at the end of the Cold War.

Carbon transport depends on shared hubs

The LNG industry wasted billions in bespoke transport infrastructure before shared intermediary hubs made it affordable, and what anyone in carbon management can learn from those early mistakes.

Naval messages from Charles de Gaulle

A family collection of 1940 naval documents: de Gaulle's ultimatums during the Dakar operation, tactical dispatches, and combat logs from two theatres of the same war.

Land development makes or breaks hubs

CCS roadmaps treat land development as a checkbox between select technology and begin construction. Three centuries of industrial history say that's how projects die.

Multifuel ships unlock CCS at scale

Fossil-fueled ships are quietly gutting CCS budgets with EU ETS fees and lost credits, but multi-fuel vessels can bridge the transition into green shipping to remove the losses.

Practice is the gift itself

You can’t inherit the instinct that difficult work runs on, but you can be given a way to practice until it forms—and that’s worth passing on.