

Energy Predictive Intelligence — Field notes on grid stress, basis spreads, and the structural forces shaping energy markets.
This note documents the results of a full 3D computational fluid dynamics (CFD) simulation evaluating the Convex Automotive Aero Recursion (CAAR) architecture under turbulent external flow. The goal was not to optimize drag or tune control laws, but to observe how geometry alone governs stress propagation, turbulence localization, and failure envelope shape under identical boundary conditions.
Most supplier failures don't arrive as surprises. They feel sudden only because the signals that preceded them weren't visible, weren't connected, or weren't interpretable in time. Procurement doesn't break when a supplier fails—it breaks when reaction replaces choice.
Energy independence is usually framed as a technology problem. It isn't. It's a substrate problem—what we choose to build from, and whether that substrate is already local, renewable, and controllable. We already have everything we need to produce better fuel—cleaner, cheaper, and sovereign—using natural systems that exist right here.