The Bold Arc
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Energy

The Clean Energy Transition Has a Missing Supply Chain. It’s 18,000 Feet Underwater.

The minerals powering the clean energy transition are running out on land. But 21 billion tonnes of cobalt, nickel, and manganese sit on the Pacific Ocean floor, 18,000 feet down. Markets have noticed. Twenty-two contractors from twelve countries are already racing to the bottom. Here is what is actually happening.

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More in Energy
Energy The Race to Turn On the Sun

After seven decades as the punchline of clean energy — always twenty years away, always — fusion is colliding with a different kind of deadline. Not the rhetorical kind. The engineering kind: first plasma, first net energy, first commercial megawatt....

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Energy The Machines That Pull Carbon From Thin Air Are Getting Cheaper Fast

The plant sits on a lava field in southwest Iceland, powered by geothermal electricity, drawing air through its intake fans twenty-four hours a day. Inside, a chemical sorbent binds to carbon dioxide molecules, releases them under heat, and sends the...

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Energy The Power Plant Covering 71% of Earth Has Barely Been Switched On

Offshore wind is already the fastest-declining-cost energy sector after solar. Wave and tidal energy are where solar was in 2005. The ocean isn't just a food source — it's the largest untapped energy platform on the planet.

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Energy Nuclear Energy Was Supposed to Be Dead. Instead It’s Being Reborn.

After Three Mile Island, Chernobyl, and Fukushima, nuclear power was written off. Small modular reactors, AI-driven design, and the clean energy math are writing a different ending.

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Energy Moore’s Law, Swanson’s Law, Wright’s Law: The Hidden Engine

Three laws. One pattern. The mechanism that drives every major technology cost collapse in history is competition — not genius, not government, not luck.

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Energy The Solar Cost Collapse: What Swanson’s Law Built

Solar panel prices dropped 90% in 13 years. This didn't happen because of government subsidies. It happened because thousands of companies competed to outperform each other.

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