Energy history
I like energy networks and economic history. Work in energy, Ex BCG and All Souls Prize Fellow. All views my own and do not reflect those of my employer.
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Exploring the frontiers where financial markets, macro-economics and history meet
This substack will set out policy solutions to the issues we face today.
China's tech and industrial policy: manufacturing, global supply chains, AI, clean tech, EVs, trade, economic competition.
A newsletter of quiet contrarianism, slow analysis and ambient ideas