Jonathan Schramm

Nuclear fusion has long been expected to be the next big thing in energy technology, promising to supply mankind with unlimited carbon-free power while not producing any radioactive waste, contrary to nuclear fission.However, recreating on Earth the conditions of the core of the Sun, especially the tens of millions of degrees, is a challenging task. […]

Energy is the lifeblood of industrial civilization. For a long time, this has taken the form of fossil fuels, which, even to this day, represent the bulk of primary energy consumption.Today, energy consumption is shifting toward electricity, with heating, transportation, and industry consuming power rather than fossil fuels (at least directly).At the same time, gigawatt-scale […]

A lot of the modern world is dependent on often forgotten infrastructure like roads, harbors, electric lines, etc.Another critical infrastructure is water, from collection to wastewater purification and treatment. Access to clean water is not just important for everyday life and keeping pollution under control; it is also a vital resource for manufacturing, data centers, […]

For decades, electricity and the power grid have been a fundamental requirement to modern life and industrial civilization. As the years progress, this is becoming even more true: electrification is now pushing fossil fuels away from transportation, heating, and heavy industries. And an ever larger part of the economy is dependent on 24/7 ultra-reliable IT […]

Since the public release of ChatGPT in 2022, investing in AI stocks has been a dominant thematic for many, if not most, investors. At first, this has been mostly a speculative bet on a new promising technology.A bet shared by the tech giants and the market at large, as global spending on AI is estimated […]

Investors have been eager to purchase so-called “green bonds” or debt used to finance green projects like renewable energy generation, carbon emissions reduction, carbon capture technology, recycling, electrification, etc.Unfortunately, this has also led to “greenwashing”, where green financing is not really turning into a useful green initiative in the real world. So despite macro-level research […]

There is a tendency among investors in cryptocurrencies to think that owning a sufficiently varied portfolio of different cryptos, tech stocks, and DeFi assets is sufficient diversification.But at the end of the day, all these assets are at risk of being lumped together as “crypto” or “tech” as a sector and moving in sync with […]

Historically, investing in stocks and bonds was the domain of professional investors and institutions like banks, investment funds, and insurance companies. In part, this was because information was rare and difficult to obtain in the era of newspapers. Another element was that at a time when traders were shouting their orders on the trading floor, access to markets was far from simple.

Green hydrogen is the missing keystone of a fossil-fuel-free future. The reason is that electricity alone cannot fully decarbonize industries that depend on fuels and chemical feedstocks. This includes gigantic sectors of the economy, like heavy-duty trucking, shipping, air travel, production of chemicals, steel-making and other metallurgy, mining, etc.For all of these activities, green hydrogen […]

Stablecoins are an attempt to bring many of the advantages of blockchain technology to currencies, including transparency and settlement efficiency, while minimizing the extreme volatility that has traditionally characterized cryptocurrencies.So far, their main applications have been as a bridge between “normal” money, especially the US dollar, and the world of cryptos, with stablecoins like Tether […]