This episode looks at how extreme weather and geopolitical tension quietly reshape global supply chains, not through collapse, but through pressure. When key corridors stay open yet operate under constant risk, delays, emissions, and fragility become the new normal.

“Free” services rarely mean free. In this episode, I unpack how modern systems shift costs away from the moment of use, turning payment into membership and visibility into abstraction. When contribution disconnects from design, accountability fades and systems become expensive, rigid, and hard to question.

Carbon cost isn’t a theory. It’s a mechanism.

In this disclaimer episode, I unpack what carbon pricing really means once it moves through supply chains and into everyday life. Not as policy, but as a system cost that always ends up somewhere.

Back to the Future is an episode about why most energy innovation today is still built on old infrastructure. We explore why breakthroughs scale slowly, why upgrades arrive in controlled steps, and why the system keeps modernising the past instead of changing the outcome. The longer we delay real solutions, the more expensive and fragile the future becomes.

This week, Davos wrapped up.

In this episode, I’m not repeating what was said on stage. I’m unpacking what was avoided.

We look at the blind spots behind the “adaptation” narrative, why insurance is becoming a signal of instability, how worsening weather hits supply chains, and why decarbonisation still avoids the real operational levers.

A system-level breakdown of what Davos didn’t want to say out loud.

Market of Consequences isn’t really a market for energy. It’s a market for what energy leaves behind: emissions, waste, and delayed costs. And the bill doesn’t stay inside the system, it ends up with society.

Episode explores air travel beyond the ticket price. It looks at the public infrastructure that keeps aviation running, the hidden upstream footprint around every flight, and how climate volatility is already turning delays into a growing operational costs.

Shipping is the physical backbone of global trade. In this episode, we break down how ports, chokepoints, schedules, fuel and risk shape supply chains and why maritime logistics is not “transport”, but a system that can either hold the world together or slow it down.

Business news and global trade analysis - through energy, infrastructure, supply chains and risk.

This week: Mercosur, Arctic routes, and why the world is rebuilding 'backup corridors''.

Land transport isn't a service. It's a mandatory collective investment. And returns are never equal.