Financing the energy transition.
Bridging the gap for new energy technologies.
I'm Oliver Booth. I spent the first part of my career asking if this technology or market works. Now, I'm interested in the next question: who pays to build the first one, and what has to be true to build the tenth.
Recent work
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Why is my electric bill so damn high?
New England pays more for electricity than anywhere else in the Eastern Interconnect, and the gap is getting wider. It isn't the renewables. The real story is five structural problems the region has been quietly losing to for a decade.
The Animation Arms Race
153 films, five studios, four decades. A data-driven look at what separates Pixar's dominance from Studio Ghibli's quiet efficiency — and everything in between.
The newsletter
I write about energy and climate technologies, how they get financed, and where the economics actually pencil. One piece every couple of weeks.
Subscribe on SubstackAbout me
I'm an energy and climate analyst transitioning into energy investing. I spent three years at Sightline Climate building its research function and leading fuels and chemicals coverage. Right now I'm doing an MBA to build the financial modelling, project finance, and coding skills to put that domain knowledge into practice on the investment side.
I studied PPE at Oxford and hold an MS in Energy and Sustainability from Northwestern. Outside of that: travel, museums, and the occasional needlessly detailed side project (this site is one of them).
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