Edison
Edison Explains and Edison Themes

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Edison Explains and Edison Themes

We are passionate about connecting the dots, telling stories of where we might be heading and educating investors about industries and investment issues. We have two products: Edison Explains, a concise briefing on industry segments and investment issues, and Edison Themes, which looks at big-picture trends and how stocks fit into them.

Edison Explains and Edison Themes

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Oncology ABCs

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Concept of energy storage system. Renewable energy power plants - photovoltaics, wind turbine farm and battery container. 3d rendering.

Geopolitical conflict to drive renewables surge

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Mynaric Thematic report

The emergence of mega-constellations

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Double explosure with businesss charts of graph and rows of coins for finance at night city background.

Revisiting IPOs in London

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Global financial markets

Direct tech investors

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Invasion effect on PGMs – Base case unchanged, but upside price risk

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Software-as-a-service

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Cannabis leaves

Cannabinoid manufacturing – Innovative approaches to the production of cannabinoids

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Circular economy

Circular economy business models

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Decarbonisation – A potential opportunity for aluminium producers

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Bitcoin Series 8

Bitcoin’s investment thesis – Hard to value

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Screenshot 2022-02-07 144002.jpg_smaller

An introduction to immunology

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hydrogen-g328ed36de_1920 (1)

Hydrogen from oil reservoirs – utilising in-situ combustion to exclusively produce hydrogen

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Cultivated meat – Engineering the growth of alternative meats

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Scrap – the greener side of steel

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Edison PGM thumbnail image 900x6002

The PGM markets – Outlook and price forecasts