Investor Due Diligence Report
Energy Markets, including oil, gas, renewable energy, Hydrogen, & technology.
15K
450 paid
~0%
Subscriber count is a platform estimate
Insufficient data
16 of 30 days needed
Pricing
$420/mo
$4000/yr annual option
$20K
450 paid subs
$20K/mo – $20K/mo(±0%)
1.4
12.8
0.09%
(comments + likes) / subscribers
Weekly
1.5 posts/week
57/100
Variable (~7.4d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Energy Talking Points by Alex Epstein | 57K | N/A | $9/mo | substack |
| MCJ Newsletter | 37K | N/A | Free | substack |
| Planet: Critical | 32K | N/A | $8/mo | substack |
| The Hotshot Wake Up | 32K | N/A | $6.99/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Feb 2026 | 13K | $17,550 | — |
| Mar 2026 | 14K | $18,900 | +7.7% |
| Apr 2026 | 15K | $20,250 | +7.1% |
Platform Dependency
Hosted on substack subdomain
Publishing Consistency
Variable publishing frequency
Key Person
Single-author publication — key-person dependency
Audience Concentration
Consistent engagement across posts
Subscriber threshold
15K subscribers — above the 2K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 17 similar-size peers in Climate have paid tiers
Pricing position
$420/mo vs $12.45/mo category average (194 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $420 | $4,000 |
Disclaimer: This report is generated automatically based on publicly available data and proprietary estimation models. Estimated subscriber counts are derived from engagement patterns and should be verified through direct disclosure. Revenue estimates are based on known pricing and estimated paid subscriber counts. This report is for informational purposes only and should not be the sole basis for investment decisions.
Score based on available components only.
| Component | Score | Weight |
|---|---|---|
| Engagement Rate | 50/100 | 30% |
| Paid Subscriber Ratio | 30/100 | 25% |
| Publishing Consistency | 28/100 | 10% |
| David Gelles |
| 30K |
| N/A |
| Free |
| substack |
Revenue Model
Active paid subscription tier