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A weekly essay on energy, finance and geopolitics, written for the people who run the system.
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The Fifth Industrial Revolution Will Create Winners and Losers
We are at the beginning of the Fifth Industrial Revolution, which is being driven by the convergence of artificial intelligence, robotics, automation and increasingly intelligent electrical infrastructure.
18 Oct 2026 · Read the essay
On Substack
2026
- The Fifth Industrial Revolution Will Create Winners and Losers18 Oct 2026
- The European Power Market Has Changed While Many Renewable Asset Owners Have Not27 Sept 2026
- Investing in The Fifth Industrial Revolution15 Sept 2026
- Europe Cannot Tariff Its Way to Technological Sovereignty6 Sept 2026
- The European automobile industry was warned but didn’t listen…29 Aug 2026
- The Quiet Revolution Reshaping the World of Electricity12 Aug 2026
- Europe is Sleepwalking into the Age of AI3 Aug 2026
- Europe Needs to Think and Act Bigger12 Jul 2026
- Europe’s AI Problem27 Jun 2026
- The New World of Electricity24 May 2026
- Nuclear's Timing Issue10 May 2026
- Germany’s Energy Choice: Petrostate or Electrostate18 Apr 2026
- The Energy Shock Reshaping the Global Economy4 Apr 2026
- Why and How Europe Must Make Electricity Cheap21 Mar 2026
- A Reminder That Energy Still Rules the World6 Mar 2026
- America Blinks as China Builds: The Race for the Future of the Automobile1 Mar 2026
- Energy, Sovereignty and the Davos Wake-Up Call25 Jan 2026
- The US and the Limits of Fossil Fuel Power18 Jan 2026
- From Blackouts to Backbone: Building Resilience in a 21st Century Power System11 Jan 2026
- Energy, Power and the Return of Geopolitics1 Jan 2026
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Earlier writing, 2018 to 2024
Every essay published on gerardreid.com before the Substack, as it appeared.
2024
2022
2020
- The Start of the Solar Era16 December 2020
- Why Electricity is the New Oil20 November 2020
- The Growing Imporance of Flexibility13 November 2020
- Picking winners in the transport revolution7 September 2020
- How Tesla is revolutionizing the automobile industry27 August 2020
- 8 steps towards a sustainable economic recovery30 June 2020
- The Hydrogen Wars25 May 2020
- Carbon dividends can benefit consumers while building momentum towards renewables12 May 2020
- Coronavirus impacts on Global Energy4 May 2020
- A quick explanation of recent oil price volatility and why it turned negative…23 April 2020
- The Battle for the Control of Global Oil15 April 2020
- Larry Fink and Blackrock have just started a carbon avalanche…26 January 2020
- The Future of the Oil Company12 January 2020
2019
- The Energy Paradoxes18 December 2019
- The Slow Death of Energy Crops29 November 2019
- The Next War of the Currents24 October 2019
- The Truth About Oil4 October 2019
- Breakdown of Interdependency between Big Auto and Big Oil6 September 2019
- The Story of the Unholy Irish Cow31 August 2019
- The Conundrum of High Electricity Prices18 July 2019
- Heat: The elephant in the room that everyone ignores4 July 2019
- How the EV Revolution will impact commodities17 June 2019
- How Tesla is creating a revolution in power electronics31 May 2019
- The case for Uber and mobility services6 May 2019
- Why Bill Gates is wrong about energy18 April 2019
- The importance of battery recycling and second life batteries3 April 2019
- The outlook for global solar is very bright!14 March 2019
- China’s Economic Boom – a view from the world of energy24 February 2019
- How utilities can benefit from the electrification of transport and why they have not done so to date!20 January 2019
- Why 2019 will be the year of the Electric Vehicle3 January 2019
2018
- Why the future is batteries!20 December 2018
- The last chance for the hydrogen economy?29 November 2018
- Why we have now reached an inflexion point in the automobile industry and why it looks good for Tesla but not for Germany15 November 2018
- What we can learn from the troubles of General Electric13 November 2018
- The future of wind power looks very positive27 October 2018
- Who will build the first successful energy platform business?27 October 2018
- Why the future of batteries is lithium and why they are going to have a big impact!7 October 2018
- Thoughts about the future of coal27 September 2018
- Why we will electrify trucking faster than you think (and it has nothing to do with Tesla)20 September 2018
- The Bosch Solar complex and why they and the wider investor community should not be comparing batteries to solar2 September 2018
- What is energy?1 September 2018
- Why platforms are coming to energy30 August 2018
- Are we seeing the end or the new beginnings of nuclear?7 July 2018
- Trying to make sense out of the RWE/E.ON utility deal27 June 2018
- Why my daughter will never learn to drive a car…17 June 2018
- Are we about to see a renaissance of the forgotten renewable energy geothermal?27 May 2018
- The rush for cobalt and what it means for EVs22 April 2018
- What we need to do to protect our power system from a cyber attack2 April 2018
- The case for nationalising energy27 March 2018
- Autonomous cars are coming faster than most think and they will have a big impact27 March 2018
- The critical role of EVs in driving low cost energy storage and renewable integration17 March 2018
- Entering the era of abundant oil27 February 2018
- Why electric vehicles will come faster than you think4 February 2018
- The great biomass swindle27 January 2018
- The 5 reasons why China will rule the world of automobiles16 January 2018
- Why the future of EVs is not plugin7 January 2018
- China understood the importance of solar; GE and Siemens never did and are now paying the price2 January 2018