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PowerShift Chronicles

The energy transition is a power transition. Weekly, rigorously-sourced dispatches on how solar is remaking geopolitics — one country at a time, from the places nobody else covers.

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In the Age of Cheap Solar, Nuclear Is a Luxury Good

Big Tech drove the cost of solar, wind, and batteries to record lows. Now it is signing 20-year nuclear deals and Washington is doing the dumber version with your money.

South Africa Went From 332 Days of Blackouts to Zero.

Its Utility Is in a Death Spiral Anyway.

2026 may be the year of the Grid-Scale Battery

Mostly in China.. but also in some unexpected places

Why the West Keeps Losing the Critical Minerals War

The G7 Argued About a Committee and Made Zero Progress on Processing Financing

America Can Finally Build a Whole Solar Panel

Qcells Opens America's First Full Solar Factory, but China Still holds all the important cards

Poland: How Europe’s Loudest Climate Foot-Dragger Accidentally Built a Solar Superpower

Poland is a coal-dependent nation at the latitude of Canada. So how did it out-solar panel the State of Florida?

Clean energy is winning on costs and losing on politics.

Clean energy’s political weakness in Washington is a big problem, but things are about to change.

Nowhere to Hide

Where the AI Buildout Goes When America Says No

The Cable Is the Easy Part

Brussels Bets €2.3 Billion on a Corridor It Cannot Defend

Ukraine's Unlikely Energy Turnaround

How Solar and Batteries Are Surviving Russian Strikes