Writing
Essays and analysis.
All In On FusionApr 2026
ChinaTalkChina's commitment to build.
Fusion's DeepSeek Moment?Mar 2026
ChinaTalkChina's hottest fusion founder talks.
Pricing Reliability: China's Most Recent Electricity Market AdjustmentSep 2025
SubstackA new incentive for practical grid storage.
Uninsured Energy: The Vulnerability of Taiwan's Offshore Wind FarmsSep 2025
SubstackAn extended deep dive on when and how the PRC might sabotage Taiwanese wind farms.
Warm But Not Hot: Geothermal in ChinaMar 2025
Substack
Why China Doesn't (Really) FrackMar 2025
ChinaTalk
Gridlocked: Transformer Shortage Choking U.S. Supply ChainsFeb 2025
ChinaTalkIf Trump wants to build, he needs an industrial policy for transformers.
Powering China's Data Centers: Batteries or Nukes?Sep 2024
ChinaTalkDoes a Great Wall of Batteries make any sense?
China's Coercion Is Most Effective Against Poorer CountriesSep 2023
The Diplomat
My initial attempt to apply statistics in an IR setting. I have learned much more about econometrics since then.