LatticeLog
Infrastructure, transport, grids, logistics, networks, and the physical systems connecting economies.
The Power Compute Nexus · Colocation & the Bypass Economy
Resource Adequacy: Power · Resource Adequacy: Water
The Demand Multiplier · Build It Right the First Time
The Cost-of-Capital Gap · The Offtaker Problem
CCUS: The Industrial Plumbing · Hydrogen As A Fuel
US Power Markets – A Primer · US Power Markets – Inflection
Infrastructure in Modern Portfolios · The Insurance-Infrastructure Convergence
Urban Planning as Infrastructure · Who needs a self driving car?
Pipeline Politics: MVP & Nord Stream · Shipping Infrastructure & Chokepoints
Three Mile Island + Chernobyl + Fukushima · The Camp Fire + Deepwater Horizon + Exxon Valdez + coal-ash spills + Bhopal + Beirut
Build
The Power Compute Nexus · Colocation & the Bypass Economy
Strain
Resource Adequacy: Power · Resource Adequacy: Water
Global South/Inversion
The Demand Multiplier · Build It Right the First Time
Global South/Structural
The Cost-of-Capital Gap · The Offtaker Problem
Carbon
CCUS: The Industrial Plumbing · Hydrogen As A Fuel
US Power Market Structure
US Power Markets – A Primer · US Power Markets – Inflection
Capital
Infrastructure in Modern Portfolios · The Insurance-Infrastructure Convergence
Cities
Urban Planning as Infrastructure · Who needs a self driving car?
Corridors
Pipeline Politics: MVP & Nord Stream · Shipping Infrastructure & Chokepoints
Fault Lines
Three Mile Island + Chernobyl + Fukushima · The Camp Fire + Deepwater Horizon + Exxon Valdez + coal-ash spills + Bhopal + Beirut