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The Energy Investor

Your 10-minute edge in clean energy, delivered bi-weekly. Deep research on the tech, policy, markets, and deals shaping the energy transition.

Written by

Chris Holmes and Quintin Neuls

Recent News

Newsletter

⚡ CPP & Equinix’s $4B Data Center Deal, Ballard’s £275M Hydrogen Buyout

Sep 4, 2026

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2 min read

⚡ CPP & Equinix’s $4B Data Center Deal, Ballard’s £275M Hydrogen Buyout

PLUS: Odyssey raises $74M for distributed energy, Westbridge sells a 325MW solar + storage project, and Eelpower expands its £500M battery platform

Chris Holmes
Quintin Neuls
Chris Holmes, +1

Newsletter

⚛️ YC-Backed Nuclear Raises $26M, Canada’s $70B Energy Bet, Mitsubishi’s $1.4B Deal

Aug 21, 2026

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3 min read

⚛️ YC-Backed Nuclear Raises $26M, Canada’s $70B Energy Bet, Mitsubishi’s $1.4B Deal

PLUS: Form Energy raises $750M for 100-hour storage, $857M flows into distributed solar, and Brookfield expands its European renewables portfolio

Chris Holmes
Quintin Neuls
Chris Holmes, +1

Newsletter

🚀 Peter Thiel backs $140M Wave-Powered Data Centre, Nuclea acquires Moltex’s nuclear tech, geothermal leases hit record bid

Aug 14, 2026

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2 min read

🚀 Peter Thiel backs $140M Wave-Powered Data Centre, Nuclea acquires Moltex’s nuclear tech, geothermal leases hit record bid

PLUS: Tesla eyes a $10.1B solar factory, Kyoto Fusioneering builds fusion fuel tech, and $20B in U.S. climate grants survive an EPA challenge

Chris Holmes
Quintin Neuls
Chris Holmes, +1

Newsletter

🚀 Energy Capital Partners Raises $8.1B, Base Power Hits $13B, Oklo Goes Critical

Aug 7, 2026

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2 min read

🚀 Energy Capital Partners Raises $8.1B, Base Power Hits $13B, Oklo Goes Critical

PLUS: Tandem PV acquires nexTC, Hydrostor secures a 4GWh storage agreement, and Ore Energy raises $43M.

Chris Holmes
Quintin Neuls
Chris Holmes, +1

Startups

Inside Open Waters Solar: A Conversation with CEO Simon Angus

Aug 6, 2026

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2 min read

Inside Open Waters Solar: A Conversation with CEO Simon Angus

Ruben Rosen
Ruben Rosen

Newsletter

🏦 Goldman Sachs' Clean Energy Deal, Fusion's $1B Raise, UK Hits £100B Investment

Jul 31, 2026

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2 min read

🏦 Goldman Sachs' Clean Energy Deal, Fusion's $1B Raise, UK Hits £100B Investment

PLUS: Antora raises $550M, Meta-backed Texas solar lands $181M financing, and Kansai enters overseas pumped hydro

Chris Holmes
Quintin Neuls
Chris Holmes, +1

Newsletter

Brookfield's $7B Aypa Deal, China's 53% Renewables Target, Scottish Power Invests $2B

Jul 24, 2026

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2 min read

Brookfield's $7B Aypa Deal, China's 53% Renewables Target, Scottish Power Invests $2B

PLUS: MN8's $375M acquisition, a floating nuclear startup raises $10M pre-seed, and Oklo receives DOE startup authorization.

Chris Holmes
Quintin Neuls
Chris Holmes, +1

Newsletter

🚀 NextEra’s $420B Merger, Google’s 2.5GW AI Power Deal, General Fusion Goes Public

Jul 17, 2026

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4 min read

🚀 NextEra’s $420B Merger, Google’s 2.5GW AI Power Deal, General Fusion Goes Public

PLUS: Shell’s $1.8B renewables sale, Gridcog raises $10M, and climate tech funding jumps 55%

Chris Holmes
Quintin Neuls
Chris Holmes, +1

Newsletter

🚀 Europe's Largest $468M Fusion Investment, KKR's $7.6B DCC Bid, Quinbrook's $784M Fund

Jul 10, 2026

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3 min read

🚀 Europe's Largest $468M Fusion Investment, KKR's $7.6B DCC Bid, Quinbrook's $784M Fund

PLUS: The UK's second-largest solar project gets the green light, Quaise lands $134M, and VPP software attracts fresh capital.

Chris Holmes
Quintin Neuls
Chris Holmes, +1

Featured Posts

🪨 ⛏️ The Copper Crunch: Tariffs, AI, and the Next Energy Bottleneck

Jul 11, 2025

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11 min read

🪨 ⛏️ The Copper Crunch: Tariffs, AI, and the Next Energy Bottleneck

PLUS: Uranium Outperforms the S&P. AES Stock Soars 20% on Buyout Hype. Gold H2 Produces First Subsurface Hydrogen

Chris Holmes
Chris Holmes
📉 Why Clean Energy Startups Are Suddenly Struggling to Raise Money

Jul 4, 2025

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8 min read

📉 Why Clean Energy Startups Are Suddenly Struggling to Raise Money

VC pullback, grant rollbacks, and how the funding drought will reshape winners and losers.

Chris Holmes
Chris Holmes
This Solar Tech Just Cracked 34% Efficiency: Here’s Why It Matters

Jun 20, 2025

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9 min read

This Solar Tech Just Cracked 34% Efficiency: Here’s Why It Matters

From lab breakthroughs to market challenges, we explore what’s holding back the most promising solar tech of the decade

Chris Holmes
Chris Holmes
📉 Global solar sector funding dropped 39% year-over-year... But M&A heats up

Jul 25, 2025

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8 min read

📉 Global solar sector funding dropped 39% year-over-year... But M&A heats up

PLUS: Enbridge is investing US$900 million into a 600 MW solar project in San Antonio, Texas, for Meta.

Chris Holmes
Chris Holmes
⏳New IRS Notice Forces Developers To Act Fast On Wind & Solar Projects

Aug 22, 2025

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8 min read

⏳New IRS Notice Forces Developers To Act Fast On Wind & Solar Projects

PLUS: $860M battery firm sold for $40M to Glencore 🔋 + the $100M startup building nuclear plants for AI

Chris Holmes
Chris Holmes
Unlocking Ultra-Low Cost Hydrogen: Investment outlook for geological hydrogen

Jun 10, 2025

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12 min read

Unlocking Ultra-Low Cost Hydrogen: Investment outlook for geological hydrogen

Exploration is accelerating and capital is circling, but the path to commercialization still largely unproven.

Chris Holmes
Chris Holmes
The Energy Investor

The Energy Investor

Your 10-minute edge in clean energy, delivered bi-weekly. Deep research on the tech, policy, markets, and deals shaping the energy transition.


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