Topic
Commodities
THE BRIEF
Science & Futures
Energy transition is about power, not just climate
The IMF just revised global growth downward because a single strait closed. That’s not a climate story. It’s a sovereignty story, and it’s exactly what the energy transition is really about.
THE FUNDAMENTAL
The World & Us
Natural resources: control, scarcity and geopolitics
Oil, lithium, fresh water, sand: natural resources rarely dominate public conversation until prices spike or two countries go to war over their control. Understanding how they are distributed worldwide and what governs their value is the key to decoding a large share of global economic and geopolitical news.