Analysis of hydrogen, batteries, fleet decarbonisation, infrastructure and deep tech commercialisation — focused on what actually deploys, scales and survives contact with commercial reality.
This page covers
Field Notes on hydrogen, batteries, fleet decarbonisation, infrastructure, tools for testing assumptions and deep tech commercialisation.
Last updated: May 2026
Start here
Hydrogen
Batteries & Fleet Decarbonisation
Infrastructure
Tools
Nanotechnology Archive
Recent Field Notes
Recent notes and analysis on deployment reality, commercial assumptions, infrastructure constraints and deep tech markets.
Field Note
Element 2: A Founder’s Statement on the Company’s Financial Crisis
Element 2 founder Tim Harper responds to HMRC's winding-up petition, administration proceedings and the company's financial crisis, and discusses a potential rescue.
Read the field noteHydrogen
UK Budget 2026: What It Really Means for Hydrogen
The UK Budget 2026 hydrogen measures cut planned capital grants and change the funding route for production support. It does so while Britain's hydrogen…
Read the field noteHydrogen
Why hydrogen deployment is slower in the UK
UK hydrogen deployment needs production, customers and infrastructure to commit together. European policy and industrial projects show what Britain can learn.
Read the field noteField Note
£2 diesel: who pays the extra £20,000 per truck?
UK diesel prices around £2 a litre can add roughly £20,000 to an HGV’s annual fuel costs if the increase persists. With haulage margins…
Read the field noteField Note
Tactile Sensing for Robotics: Technology, Economics and Market Guide
Tactile sensing for robotics measures physical contact so that a robot can adjust its actions. Robotic tactile sensors can measure […]
Read the field noteHydrogen
AI Is Running Into the Physical Economy
The AI investment boom is colliding with constraints in compute, electricity and the grid. The next phase could reward not just those who supply…
Read the field noteField Note
Robotics Is Attracting Billions. Look Where the Money Is Going.
Nearly $4.9 billion of disclosed capital went into robotics companies in August. The headline number is impressive, but the distribution of that money tells…
Read the field noteField Note
An AI Winter Could Be Good for AI
The AI boom has been built on abundant capital and ever more computation. A financial correction could make efficiency matter again.
Read the field noteField Note
The $200/kg Threshold: When AI Data Centres in Space Start to Make Economic Sense
At $200 per kilogram, launch no longer kills the case for a lightweight orbital AI data centre on its own. Cooling, power, radiation, networking…
Read the field noteField Note
XPeng’s $6.3bn Robot Bet: Why Dogotix Is Already Worth Half Its Parent
XPeng’s Dogotix robotics subsidiary has signed $900m of subscriptions at a $6.3bn implied valuation—about 54% of XPeng’s pre-announcement market capitalisation. The transaction is a…
Read the field noteField Note
Humanoid Robots in 2026: Unitree’s IPO, China’s Lead and the Race to Make Robots Useful
Unitree's extraordinary STAR Market debut confirms that humanoid robotics has become a serious industrial sector. This evidence-led analysis separates shipments from deployment and asks…
Read the field noteInfrastructure
UK Wind Curtailment Costs Pass £1 Billion in 2026 — Why They Are Rising Faster
Britain’s wind-curtailment bill has passed £1 billion in 2026. NESO data shows that more wind, restricted network capacity and higher replacement-power prices are combining…
Read the field noteUseful paths through the site
Different readers arrive with different constraints. These routes give a quicker way into the relevant tools and analysis.