heavy industry is not short on software. it is short on software that survives contact with reality.
most of what moves energy markets is narrative premium running ahead of reality
tokenization only helps when you have the same problem hundreds of times. for everything else, it makes things worse. here’s what i learned modeling infrastructure deals.
AI, clean energy, and bioengineering are hitting their tipping points at the same time. the question isn’t whether change is coming, but what we’re building.
an eight column framework for ranking AI investments by computable ROI and yield. applied to a $20B industrial portfolio with $50M annual value at scale.
canada’s heavy industries emit 78 mt co2 annually. every solution needed already operates somewhere in the country. here’s what deployment actually looks like.
how federal and provincial policies create north america’s most comprehensive CCUS framework
exploring where co2-to-fuels can first scale: e-methanol at pulp mills, e-saf at steel hubs, and co2-to-ethylene at crackers. the trade-offs, the risks, and the reasons to…
pulp mills vent millions of tonnes of CO₂ every year. small modular plants can turn that waste into methanol and flip the economics of green fuel
carbon markets look broken because the plumbing is. here is why simple triggers, reporting, and guardrails can restore credibility at low cost.
strong organizations do not rely on perks alone. they align pay, time, flexibility, and growth with clear values so performance compounds instead of burning out.
carbon removal projects live or die on trust. the same is true for startups. here is why building with communities is the real scaling function.
a simple model shows that if clean energy keeps outgrowing demand, fossil fuels peak and decline. the debate is noisy, but compounding is what bends the curve.
tracing every carbon leak, patching, and shipping a clean build
everyone thinks data science is about algorithms. it’s not. after years of building data systems, here’s why 80% of the work happens before any model gets built.
flawed carbon accounting derails net-zero plans
$23b for ccus and a net-zero goal
from heat-and-mass balances to a mental shortcut. how inlet purity cuts through ccus complexity fast
regulations went live before the supply chains existed. documenting the weird pricing and arbitrage opportunities that emerge when policy meets reality.
preliminary thinking on a 7-layer framework for evaluating diverse cleantech technologies without deep expertise in every field. work in progress.
a systems view of how carbon pricing creates an economy of interconnected flows. mapping the machinery that most people never see.
carbon engineering wants to pull co2 from air at $100/tonne and make jet fuel. bill gates is in. after modeling the economics, here’s why dac might actually work.
ran some models on pathways ccs incentives. accidentally discovered how to break capitalism with a 70% tax credit. here’s why infinite irr is a bug, not a feature.
a framework for thinking systematically about returns. from my equity research days covering 16 o&g names to building python tools for alpha generation.
analysis of two dozen cdn clean-tech projects reveals five recurring patterns of failure. understanding these structural fault lines is critical.
larry fink wants to put pipelines in your grandma’s portfolio. the $68 trillion infrastructure bill is due and suddenly everyone’s an infrastructure expert.
from working on 200mw solar projects to watching orsted implode. an honest look at why the renewable transition is harder than anyone wants to admit.
quit my job. started a blog. sharing my winding path through oil sands, solar panels, and sustainable finance while I figure out what’s next.
