A new Energy Industry report has been uploaded to the Classroom section (6.2 - Industry Reports). This report examines the growing gap between copper supply and demand, driven by AI data centers, renewable energy grids, and military spending, while existing mines age and new deposits become increasingly rare and difficult to develop. Sources: My commentary combined with the following: [1] The Economist: https://www.economist.com/science-and-technology/2025/02/26/the-skyrocketing-demand-for-minerals-will-require-new-technologies [2] Financial Times: https://www.ft.com/content/ed785287-c4db-4840-a90b-426fbd41bb5b [3] Wall Street Journal: https://www.wsj.com/finance/commodities-futures/mining-megadeal-shows-the-world-is-crazy-for-copper-3829316f [4] Investors Chronicle: https://www.investorschronicle.co.uk/content/c34da52d-7a54-46f5-aa36-0daae29587cd

A new Energy Industry report has been uploaded to the Classroom section (6.2 - Industry Reports). This report analyses the European Union's new top-down electricity grid reinforcement approach to coordinating cross-border energy infrastructure. The report examines how the EU plans to address costly grid bottlenecks that could reach €26 billion annually by 2030, and the shift from decentralized national planning to centralized coordination. Sources: my commentary combined with the following: [1] The Economist: https://www.economist.com/europe/2025/10/30/europes-need-for-green-electricity-is-blowing-fuses [2] Wall Street Journal: https://www.wsj.com/business/energy-oil/europes-green-energy-rush-slashed-emissionsand-crippled-the-economy-e65a1a07 [3] Financial Times: https://www.ft.com/content/a22e8997-17b0-4762-9de2-c0b4df499bae

A new Energy Industry report has been uploaded to the Classroom section (6.2 - Industry Reports). This report examines Britain's £28 billion investment plan to upgrade gas and electricity networks over the next five years, including how much it will cost households and why the infrastructure is essential for connecting renewable energy projects to the grid. Sources: My commentary combined with the following: [1] Financial Times: https://www.ft.com/content/986d9985-021a-4cf2-a67b-24970e9f1773 [2] Bloomberg: https://www.bloomberg.com/news/articles/2025-12-04/uk-energy-bills-to-rise-as-regulator-backs-major-grid-investment [3] Wall Street Journal: https://www.wsj.com/business/energy-oil/u-k-approves-37-billion-in-funding-for-energy-grid-31d54abe [4] The Economist: https://www.economist.com/britain/2024/01/04/britain-needs-an-unprecedented-expansion-of-the-electricity-grid

A new report has been uploaded in the Classroom section (6.2 - Industry Reports). The report focuses on Chinese companies that manufacture solar Photovoltaics. These companies are now expanding into the battery storage business. So far, they were only selling/manufacturing solar Photovoltaics. However, battery storage is exponentially growing in China and globally. The opportunities are massive for profitability. Chinese solar panel makers like Longi, Trinasolar, and JinkoSolar have made billions selling solar Panels. Solar power has grown so fast that electricity grids can't handle all the electricity being produced during sunny hours. The demand for battery storage is growing exponentially. So, these companies are now moving into combined solar-and-battery systems. So, they keep the solar business, but they also add battery development. This leads to cost reductions and increases their profitability. For the full analysis, visit Classroom → 6.2 Industry Reports. This report has been written based on the following sources below, which are available only if you have subscribed to them (e.g., Financial Times, Wall Street Journal, etc.). However, since you are a subscriber to this Skool community, I bring you the key points from these developments, without you having to subscribe to them. And: you get additional important details not included in the original articles. Sources: [1] Financial Times: https://www.ft.com/content/fb8d1b58-96fd-40af-803c-41fe87cab4f9 [2] The Economist: https://www.economist.com/special-report/2025/11/03/how-china-sparked-a-rooftop-solar-revolution-in-pakistan [3] Wall Street Journal: https://www.wsj.com/world/china-renewable-energy-paris-climate-accord-ff123bfc

I have just uploaded a new report in the Classroom section (6.2 - Industry Reports) looking at why China still relies so heavily on coal, despite building lots of solar panels and wind farms. China's electricity grid was built for coal, not renewables so it can't actually use all the solar and wind electricity being produced. The report shares some statistics about the electricity from renewables in China. Also some important details about China's electricity grid. This report is based on the following Financial Times article: https://www.ft.com/content/cb957209-f2e7-4aa5-8e1e-fbb9e10b371a If you're not subscribed to the Financial Times, unfortunately you won't be able to read the original article. However, as a subscriber to Energy Data Scientist, you get access to the key points from this Financial Times article PLUS some additional important details from my own experience in the energy sector. (There is still a Black Friday 35% discount for Premium / VIP subscriptions. You lock-in the price you started with for life. The price never increases for you. I am adding new content such as online courses, so it makes sense to increase the price, but for you it will always stay the same. So start today. ).