Blog

September 2026 Rock, Not GasTurning Alberta wellhead gas into near-zero-CO₂ power for data centres by splitting methane into hydrogen and solid carbon, and selling the carbon to aluminum smelters. Read → September 2026 Espresso as a 3-D surfaceGrind, time, and ratio are bound by one physical relation, so the space is a plane, not a box — with an interactive surface explorer. Read → August 2026 Canada's Counter-Tariffs Are an Input TaxOver 300 of the 874 tariff lines effective September 8 are steel and aluminum. Rates, price comparisons, and the quota rules that mean there's no clean escape hatch on metal. Read → August 2026 Why Canada Never EnrichedFrance, Britain, and every other Western ally with a natural-uranium reactor fleet secured enriched fuel within a few years of deciding to switch. Canada had the same access from 1955 and never did. Read → August 2026 Natural vs. Enriched: Canada's Fuel Cycle ReversalEvery reactor Canada has ever built ran on natural uranium — a byproduct of 1940s US containment policy, not a strategic choice. Darlington's BWRX-300 just started reversing it. Read → August 2026 Musk said gas turbines were sold out through 2030. Six months later, new orders face an eight-year queue.Revisiting Musk's casting-bottleneck claim: the turbine queue hasn't cleared, the diesel/aeroderivative bypass is narrower than it looks, and rhenium is already moving well ahead of when it's supposed to bind. Read → August 2026 Canada committed $10.75B to naval shipbuilding. The jobs numbers still can't be confirmed.An independent synthetic-control analysis of the National Shipbuilding Strategy's regional employment and industrial capacity effects — four methods, four treatment dates, no cherry-picking. Read → July 2026 Is carbon capture propping up dying industries?A cost model of the US carbon capture pipeline, and what it says about where the $85 credit actually goes. Read → July 2026 Canada quadrupled its defence contracting. Canadian manufacturers never saw it.Federal contract records and Statistics Canada manufacturing data show defence contracting rising sharply while awards to Canadian goods producers stayed flat. Read → Jan 26, 2026 Advantages of IgnoranceWhen strategically not knowing something is worth more in a negotiation. Read → Jan 9, 2026 Time Is Priced Incredibly InefficientlyWhy time is such a poorly-priced input in labour and consumer markets. Read → Dec 11, 2025 Mechanisms of CorruptionHow corruption can be optimal on the margin, and how it becomes broadly destructive. Read → Sep 12, 2025 Using AI to Assess a UFC Betting StrategyTesting a "New York favours the underdog" theory with an LLM-assisted analysis. Read →