Decision-grade research for institutions that need to see the next decade, not the next headline.

Vexent publishes one or two long-form strategic reports each week, integrating economics, geopolitics, technology, energy, regulation and demographics into single-question deep dives. Access is restricted to professional subscribers.

Current Research

2 reports

Featured Report · AUG 9, 2026

2027 Power: The Breakthrough Battery Technology Innovation

CATL's sodium-ion grid storage platform — 30-year lifespan, 15,000 cycles, 92% capacity retention at −20°C — is not an incremental improvement. It reclassifies grid-scale storage from depreciating equipment to 30-year infrastructure, and puts sodium on a physics-mandated path to a $18/kWh cost floor by 2035.

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AUG 9, 2026 · macro

The Hormuz Chokepoint: Why the Oil Shock Is Not Further Out

On 16 July, only 3 commodity vessels crossed the Strait of Hormuz versus a pre-war average of 125 — a 97.6% collapse. Brent is at $86 and diesel margins hit record highs. The June contango was a head-fake. The near-term physical-risk window is now weeks to months, not years — even as the medium-term crude balance still looks conditionally bearish.

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