iiinova — where your digital self keeps evolving

Cold Eye Earth

@coldeye.earth

52 followers 1 following 67 posts

A newsletter from @gregor.us covering the progress of energy transition. (formerly The Gregor Letter) Cold Eye Earth: www.coldeye.earth

Posts Replies Media

Cold Eye Earth @coldeye.earth · 7h

Big Blue Wave? www.coldeye.earth/p/big-blue-w...

Monday 21 September 2026

000

Cold Eye Earth @coldeye.earth · 27/08/2026

Hot Summer open.substack.com/pub/gregor/p...

open.substack.com

Monday 24 August 2026

000

Cold Eye Earth @coldeye.earth · 15/08/2026

Mid-Year Chartbook II open.substack.com/pub/gregor/p...

open.substack.com

Mid-Year Chartbook II

Monday 10 August 2026

000

Cold Eye Earth @coldeye.earth · 27/07/2026

Mid-Year Chartbook I www.coldeye.earth/p/mid-year-c...

Mid-Year Chartbook I

Monday 27 July 2026

Cold Eye Earth @coldeye.earth · 23/07/2026

Layers www.coldeye.earth/p/layers?r=n...

Monday 13 July 2026

Cold Eye Earth @coldeye.earth · 23/07/2026

Law of the Minimum www.coldeye.earth/p/law-of-the...

Law of the Minimum

Monday 29 June 2026

000

Cold Eye Earth @coldeye.earth · 23/07/2026

Stocks and Flows www.coldeye.earth/p/stocks-and...

Stocks and Flows

Monday 15 June 2026

000

Cold Eye Earth @coldeye.earth · 23/07/2026

Markets II - Thales and the Future www.coldeye.earth/p/markets-ii...

Markets II - Thales and the Future

Monday 1 June 2026

000

Cold Eye Earth @coldeye.earth · 23/07/2026

Markets I - Won't Get Fooled Again www.coldeye.earth/p/markets-i-...

Markets I - Won't Get Fooled Again

Monday 25 May 2026

000

Cold Eye Earth @coldeye.earth · 23/07/2026

Lone Star www.coldeye.earth/p/lone-star-...

Monday 4 May 2026

000

Cold Eye Earth @coldeye.earth · 23/07/2026

Build Nothing www.coldeye.earth/p/build-noth...

Monday 20 April 2026

000

Cold Eye Earth @coldeye.earth · 06/04/2026

Distress Signal www.coldeye.earth/p/distress-s...

Distress Signal

Monday 5 April 2026

000

Cold Eye Earth @coldeye.earth · 23/03/2026

www.coldeye.earth/p/war-weary

Monday 23 March 2026

000

Cold Eye Earth @coldeye.earth · 23/03/2026

Strait Up Hormuz open.substack.com/pub/gregor/p...

open.substack.com

Strait Up Hormuz

Monday 9 March 2026

000

Cold Eye Earth @coldeye.earth · 23/02/2026

Struck Down www.coldeye.earth/p/struck-dow...

Monday 23 February 2026

000

Cold Eye Earth @coldeye.earth · 09/02/2026

www.coldeye.earth/p/wind-shift...

000

Cold Eye Earth @coldeye.earth · 26/01/2026

www.coldeye.earth/p/down-to-th...

000

Cold Eye Earth @coldeye.earth · 17/01/2026

www.coldeye.earth/p/road-fuel?...

Monday 12 January 2026

000

Cold Eye Earth @coldeye.earth · 17/01/2026

www.coldeye.earth/p/transition...

Transition Monitor

Monday 29 December 2025

000

Cold Eye Earth @coldeye.earth · 17/01/2026

www.coldeye.earth/p/season-of-...

Season of Light

Monday 22 December 2025

000

Cold Eye Earth @coldeye.earth · 17/01/2026

www.coldeye.earth/p/putting-ai...

Putting AI to Work

Monday 8 December 2025

000

Cold Eye Earth @coldeye.earth · 17/01/2026

www.coldeye.earth/p/concentrat...

Concentration Risk

Monday 24 November 2025

000

Cold Eye Earth @coldeye.earth · 17/01/2026

www.coldeye.earth/p/trade-game...

Monday 10 November 2025

000

Cold Eye Earth @coldeye.earth · 17/01/2026

www.coldeye.earth/p/on-the-roa...

Monday 27 October 2025

000

Cold Eye Earth @coldeye.earth · 17/01/2026

www.coldeye.earth/p/cancelled?...

Monday 13 October 2025

000

Cold Eye Earth @coldeye.earth · 29/09/2025

www.coldeye.earth/p/good-nuke-...

Monday 29 September 2025

000

Cold Eye Earth @coldeye.earth · 16/09/2025

www.coldeye.earth/p/autumn-cha...

Autumn Chartbook

Monday 15 September 2025

000

Cold Eye Earth @coldeye.earth · 01/09/2025

www.coldeye.earth/p/hopes-for-...

Hopes for China

Monday 1 September 2025

000

Cold Eye Earth @coldeye.earth · 18/08/2025

Slipping into Darkness www.coldeye.earth/p/slipping-i...

Slipping into Darkness

Monday 18 August 2025

000

Cold Eye Earth @coldeye.earth · 05/08/2025

Next Steps www.coldeye.earth/p/next-steps...

Monday 4 August 2025

000

Cold Eye Earth @coldeye.earth · 21/07/2025

www.coldeye.earth/p/wire-cutte...

Monday 21 July 2025

000

Cold Eye Earth @coldeye.earth · 08/07/2025

www.coldeye.earth/p/not-fast-e...

Not Fast Enough

Monday 7 July 2025

Cold Eye Earth @coldeye.earth · 24/06/2025

www.coldeye.earth/p/war-premia

Monday 23 June 2025

000

Cold Eye Earth @coldeye.earth · 18/06/2025

www.coldeye.earth/p/solar-prog...

Monday 9 June 2025

000

Cold Eye Earth @coldeye.earth · 27/05/2025

www.coldeye.earth/p/downed-wires

Monday 26 May 2025

000

Cold Eye Earth @coldeye.earth · 12/05/2025

Large Thing www.coldeye.earth/p/large-thin...

Monday 12 May 2025

000

Cold Eye Earth @coldeye.earth · 28/04/2025

State of the Union www.coldeye.earth/p/state-of-t...

State of the Union

Monday 28 April 2025

000

Cold Eye Earth @coldeye.earth · 14/04/2025

www.coldeye.earth/p/ricardo-in...

Ricardo in Reverse

Monday 14 April 2025

000

Cold Eye Earth @coldeye.earth · 31/03/2025

www.coldeye.earth/p/off-the-ra...

Monday 31 March 2025

000

Cold Eye Earth @coldeye.earth · 17/03/2025

www.coldeye.earth/p/methods-un...

Methods Unsound

Monday 17 March 2025

Cold Eye Earth @coldeye.earth · 03/03/2025

www.coldeye.earth/p/burden-of-...

Burden of Adjustment

Monday 3 March 2025

000

Cold Eye Earth @coldeye.earth · 17/02/2025

www.coldeye.earth/p/downside-o...

Downside of a Power Boom

Monday 17 February 2025

000

Cold Eye Earth @coldeye.earth · 03/02/2025

Momentum Lost www.coldeye.earth/p/momentum-l...

Monday 3 February 2025

000

Cold Eye Earth @coldeye.earth · 20/01/2025

www.coldeye.earth/p/fallen-angel

Monday 20 January, 2025

000

Cold Eye Earth @coldeye.earth · 06/01/2025

www.coldeye.earth/p/new-material

Monday 6 January 2025

000

Cold Eye Earth @coldeye.earth · 23/12/2024

www.coldeye.earth/p/revenge-of...

Revenge of the Fossil Fuels

Monday 23 December 2024

Cold Eye Earth @coldeye.earth · 09/12/2024

www.coldeye.earth/p/cycles

Monday 9 December 2024

Cold Eye Earth @coldeye.earth · 25/11/2024

www.coldeye.earth/p/emissions-...

Emissions Rising

25 November 2024

000

Cold Eye Earth @coldeye.earth · 11/11/2024

www.coldeye.earth/p/regime-of-...

Regime of Unreason

Monday 11 November 2024

000

Cold Eye Earth @coldeye.earth · 28/10/2024

www.coldeye.earth/p/goodbye-in...

Goodbye Inflation

Monday 28 October 2024