The thesis, shown working.
ZEPH publishes the research behind its investment decisions. Long-form briefings on capital, policy and technology — the intellectual work that turns a conviction about China, Bangladesh and the energy transition into a deployable thesis. We do this work to underwrite our own cheques; we publish it so operators, capital and policy makers can pressure-test it too.
Where money flows into the energy transition — Chinese capital, BRI math, frontier-market entry discounts.
The tariff, tax and regulatory levers that decide whether clean energy clears customs or stalls at the port.
The hard standards — charging connectors, storage chemistry, grid interconnection — that make or break a deployment.
- Zeph Petition · 2026.05
Stop taxing clean energy
An open letter to the Government of Bangladesh: set an effective import tariff of zero to minus five percent on solar, EVs, storage, waste-to-energy and low-carbon fertilizer — revenue-neutral, funded by a levy on the fuels they replace, and a defence of the country’s foreign-exchange reserves.
17 May 2026·Open letter · petitionRead → - Zeph Report · 2026.05
Bangladesh through a Chinese investor’s lens
A field briefing for Chinese capital. Politics, demographics, energy, BRI math, and the BNP government’s first 78 days — mapped against China 1995–2008.
5 May 2026·~5,200 words · 11 chartsRead → - Zeph Field Notes · Charging Standards
One world, five charging ports
A field guide to the EV charging connectors that split the planet — CCS2, GB/T, CHAdeMO, NACS, and Type 2 — with pinout diagrams and what it takes to retrofit a Chinese-built vehicle for export.
27 Apr 2026·5 connector standards · pinout diagramsRead →