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 more resources, but technologies that need fewer of them.
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 before the new grid is ready.
UK Wind Curtailment Costs Pass £1 Billion in 2026 — Why They Are Rising Faster Read Post »
After the Accord: The Lasting Supply Chain Legacy of the Iran War
Most of the coverage of the Iran war has focused on oil prices. That is understandable — Brent crude surging
After the Accord: The Lasting Supply Chain Legacy of the Iran War Read Post »
Iran War, Strait of Hormuz and UK Diesel Prices: How a Middle East Conflict Became a UK Freight and Food Crisis
UK Diesel Prices: Iran War, Strait of Hormuz and the Freight and Food Cost Shock Field note Iran War, Strait
The Summer Energy Glut: Why Free Electrons Make the Hydrogen Efficiency Argument Irrelevant
Field Note The UK Energy Glut: Why Free Electrons Make the Efficiency Argument Irrelevant 14 April 2026 · Tim Harper
How the Iran War Is Fracturing the Semiconductor and AI Supply Chain
How the Iran War Is Fracturing the Semiconductor and AI Supply Chain Summary: The iran war semiconductor supply chain crisis
How the Iran War Is Fracturing the Semiconductor and AI Supply Chain Read Post »
My First Compressed Gas Powered Car
When picking up a book on Electron Microscopy recently an old photograph fell out, one taken some time in the
From the 1973 Oil Crisis
The current oil (and gas) crisis provoked a rummage in the reggae archive for this masterpiece from 1973 “Arab an’
The Oil Shock That Won’t Accelerate the Energy Transition
The Iran war triggered history’s largest oil shock and supply disruption. But unlike past crises, higher oil prices won’t speed up renewable energy adoption. The real constraints are sulphur shortages, rare earth bottlenecks, and Chinese manufacturing dominance.
The Oil Shock That Won’t Accelerate the Energy Transition Read Post »
Can the UK Grid Handle the AI Data Centre Power Boom?
AI data centres in the UK are queuing for 50GW of grid capacity. Discover the power needs, risks, and solutions for AI data centres and UK grid capacity.
Can the UK Grid Handle the AI Data Centre Power Boom? Read Post »