Signal · Energy
FCR-D Prices Spike on Cold Snap
Swiss frequency containment reserves up 34% week-on-week. Battery storage operators positioning for extended volatility through February.
Signal · Capital
Three Ukrainian Defence Startups Worth Watching
Field-tested drone autonomy, electronic warfare countermeasures, and logistics optimisation. The next wave of Y7 portfolio candidates.
Analysis · Energy
EPEX Day-Ahead: The Spread Compression Problem
As solar capacity grows, midday price floors are eroding the arbitrage window. What this means for BESS economics in Switzerland.
Analysis · Capital
European Defence Tech: The Acquisition Window That Won't Stay Open
The convergence of EU defence spending mandates, Ukrainian battlefield innovation, and US political uncertainty creates an 18–24 month window for strategic investors.
Signal · Technology
MCP Servers Are the New APIs
Model Context Protocol is quietly becoming the standard integration layer for AI agents. Why this matters for enterprise orchestration.
Signal Dispatches
Weekly convergence of capital, technology, and culture. No noise, just signal.