TAGENERGY3 NOTES
#Energy
research notes.
Energy markets, nuclear, renewables, and the geopolitics of compute and power.
[ 01 ]
tech
↗ [ 02 ] Sodium-ion Sovereignty: How the 2026 Battery Shift is Decoupling Tech from Lithium
Honestly, Lithium is just a bottleneck we don't need anymore. Here's why I'm betting on salt for the future of energy.
tech
↗ [ 03 ] Silicon Decoupling: The Geopolitics of the Gigawatt Ceiling (2026)
The AI race has hit a physical wall. Analyze the 2026 tech decoupling, the 1.2GW cluster crisis, and why energy is now the primary asset of intelligence.
tech
↗ Energy is the New Compute: Why Nuclear SMRs are the Ultimate Geopolitical Weapon
The 2026 shift from silicon scarcity to power scarcity. Discover why Nuclear SMRs and energy-integrated data centers are the new pillars of national power.