Energy Industry Tensions between energy security and transition timelines are mounting. This is increasingly related to growing energy demand from data centres. Both governments and corporations are continuing, or revitalising, investment in fossil fuels. This coincides with wider investment in renewables; nuclear and offshore wind frameworks in Europe signal continued commitment to long-term decarbonisation, but uneven transition pacing highlights a complex and non-linear pa

A recent visit to Downing Street to celebrate entrepreneurship in the UK prompted a moment of reflection on how government influences the success of businesses. In the months leading up to the Government’s Entrepreneurship Prospectus , Polecat had the opportunity to contribute at a roundtable focused on the practical realities of building and scaling UK technology companies . Those discussions fed into the measures ultimately announced, including modest but meaningful c

Reputation is often treated as something soft and qualitative. Look at it through a 90-day PolecatX lens, and it starts to behave much more like an asset class, with its own cycles, shocks, and recovery phases. In early autumn, sentiment around BlackRock was strongly positive. Coverage focused on its potential 38 billion dollar acquisition of US utility AES through Global Infrastructure Partners, reinforcing a story of scale and strategic positioning in the energy transition.

This article was written by Eric Loewe , Vice President and Chief Analyst at Polecat. Signals moving up, staying high, or easing, based on Polecat’s Daily Risk Briefing I’ve been looking back over November’s briefings to get a sense of what’s moving for multinational enterprises, and what we’re hearing (what our AI is consistently signaling) is worth watching. A few risk signals came through consistently enough to feel like priorities: Risks moving up (fastest climbers) Trade