Research

Evidence that keeps its context.

Long-form intelligence reports and weekly briefs organized by the systems they explain.

Showing 1–2 of 2 Energy Systems publications

Intel Report · Energy Systems2025-10-21

The Next Energy Merger Wave: When Tech Giants Start Buying Power

I. The Next Frontier Isn’t Software — It’s Power The world’s largest tech and energy players are quietly merging empires. Not through partnerships — through acquisitions. BP bought stakes in Ørsted and Lightsource. Shell, Total, and Chevron are funneling billions into hydrogen,…

Edward Trubin5 min

Intel Report · Energy Systems2025-10-21

The Real EV Boom Isn’t About Cars — It’s About Infrastructure

I. The Illusion of the “EV Revolution” The conversation around electric vehicles has been hijacked by car brands and marketing departments. But in reality, the EV revolution isn’t about cars. It’s about the invisible ecosystem of batteries, metals, and charging infrastructure that…

Edward Trubin6 min