Weekly briefing · Every Sunday
Three transitions are moving capital
Climate change, AI and a shifting world order are redrawing where money flows. Each Sunday, the week's deals are placed on the investment cycle.
- 01Climate & energyPower, grids and storage replacing fossil fuels
- 02AI & computeData centres and the power they need
- 03PoliticsElections, sanctions and alliances changing where money can go
On the wire
Latest stories
How the cycle works
Each theme moves through five stages as capital arrives. Pick a stage to see what it looks like.
Where each theme sits
Open a theme to see the thesis, what would move it, and the stories behind it.
Deal tracker
| Date | Deal | Country | Type | Amount | Investors → recipient | Status |
|---|
Deals with a Transilience story open it. Deals marked ↗ link to the original source.
What a maturing cycle is worth
Investors accept lower returns as a theme matures. Lower the cost of capital (WACC) to see how much cheaper that makes a solar or wind farm's power.
Simple model in real terms: no tax, panel degradation, inflation or financing fees. The example projects use illustrative inputs, not market data.
Welcome to my page
Hi, I'm Liam, and this is my personal blog.
I'm an environmental engineer turned sustainable finance graduate, based in London and originally from Vietnam. Every Sunday I place the week's deals and reports on the investment cycle to show where capital goes next.
MSc Sustainable Management & Finance, Bayes Business School · CFA Level I · CFA Certificate in ESG Investing
Summaries are my own reading of public reporting, with a link to every source. Nothing here is investment advice.
On the drawing board
One cycle briefing every Sunday
The week's strongest signals, and where each theme now sits.