Investor Due Diligence Report
Energy modelers Isaac Orr and Mitch Rolling write about the energy issues facing our world.
11K
1.1K paid
~0%
Subscriber count is a platform estimate
Pricing
$6/mo
$60/yr annual option
$5K
1.1K paid subs
$5K/mo – $5K/mo(±0%)
5.0
23.0
0.25%
(comments + likes) / subscribers
Weekly
0.9 posts/week
83/100
Very Consistent (~8.1d 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 | 10K | $4,770 | — |
| Mar 2026 | 10.5K | $5,008.5 | +5.0% |
Platform Dependency
Hosted on substack subdomain
Publishing Consistency
Regular publishing schedule
Key Person
Single-author publication — key-person dependency
Audience Concentration
Consistent engagement across posts
Subscriber threshold
11K subscribers — above the 2K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 18 similar-size peers in Climate have paid tiers
Pricing position
$6/mo vs $12.45/mo category average (192 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $6 | $60 |
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 | 90/100 | 25% |
| Publishing Consistency | 50/100 | 10% |
| David Gelles |
| 30K |
| N/A |
| Free |
| substack |
Revenue Model
Active paid subscription tier