What is The Gray Area?

The purpose of The Gray Area is to navigate the complexity of the many economic and energy issues the world faces. Nothing is truly black or white, and the reality is that every decision has tradeoffs. Here you will find an honest discussion, try to parse root causes and outcomes, and discuss what may be overlooked by most people.

Let’s dig into the weeds, challenge narratives, and discover what’s really going on. Let’s figure out how to best prepare for the future in this challenging macro environment.

I have academic expertise in chemistry and materials science, as well as industry expertise in battery, solar, and electronics industries, and much of my focus leans in that direction.

Much of my work with The Gray Area includes extensive research into economic theory, finance, history, and political events.

I talk about the economy, technology, and new noteworthy policies. This includes economic outlooks, geopolitical consequences, energy markets, electric vehicles, mining, and more!

Highlights

  1. Crude Awakening Pt. 1, 2, and 3 - 1973 oil crisis its implications today

  2. Marshmallow Size Elephant In The Room - How your personality affects your beliefs on the climate.

  3. Shooting For The Moon, Not Landing With The Stars... - Plug-in hybrids > Electric vehicles

  4. Doctor Copper - where are all the copper mines?

  5. Ultimate Battery Guide - Li-ion batteries 101

  6. Not Your Average Dollar - petrodollar system holding on by a string

  7. Diamond In The Rough pt. 1-2 - Graphite production is a major issue for electric vehicles

Socials

If you want to reach me or have feedback, message me on socials, email, or leave a comment on my articles.

Notes - The Gray Area

Twitter/X - @graysonhoteling

LinkedIn - Grayson Hoteling

Email - betterbatteries.substack@gmail.com

Archive - https://www.thegrayareasubstack.com/archive

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Disclaimer

My writing is for educational/entertainment purposes and should not be taken as official investment advice or other advice. My views are entirely my own and do not represent my employer in any capacity.

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Energy, economics, and climate. True problems and solutions are often found in the murky gray areas where most people don’t want to go.

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I write the The Gray Area newsletter. I am interested in energy, financial markets, economics, history, and literature.