Week 19: DRILLING TO INFINITY: Why I'm Betting Civilization on a Hole in the Ground (While Billionaires Play Astronaut)
Physicists and drilling engineers in West Texas have demonstrated a new geothermal drilling technique that uses concentrated millimeter‑wave energy to vaporize rock, enabling access to depths of around 20 km—far beyond the reach of conventional rigs. The method creates a plasma‑like cavity, turning solid granite into heat that can be harvested for electricity. Early cost models suggest capital expenses could drop dramatically, positioning deep geothermal as a viable baseload alternative to fossil fuels. The breakthrough arrives as billionaire space projects dominate headlines, highlighting a shift toward underground energy solutions.
Week 17: The Line Between “Sustainable Finance” And Traditional Finance Is Fading Before Our Eyes
The divide between sustainable finance and conventional finance is collapsing as geopolitical shocks, notably the war in Ukraine, force a rapid energy transition. Investors and regulators are abandoning the slow‑burn ESG narrative in favor of immediate climate‑risk pricing. Capital that...