Oil, gas, renewables, and the global energy landscape
China is breaking solar export records in the wake of the Gulf conflict. Its manufacturers are deep in the red. The paradox of an industry undone by its own success.
China makes 80% of the world’s solar panels. And is losing billions. Read More »
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.
Renewables are now the cheapest source of new electricity in most of the world. Yet fossil fuels still account for over 80% of global energy consumption. Understanding why the gap exists — and what it takes to close it — is the real foundation of the energy transition.
The Energy Transition – Technologies, Stakes and Timelines Read More »
Oil, gas, rare earths, fresh water, arable land — the distribution of natural resources has shaped empires, sparked wars, and determined which countries grow wealthy and which remain dependent. A clear map of how resource economics work and why they still drive geopolitical decisions today.
