A new world order
As the energy landscape changes, so too could the geopolitical spectrum. Nations that have derived power and wealth from coal, oil and gas face an adapt-or-die moment while countries with the natural resources central to decarbonisation could find themselves holding more cards
Businesses will need to consider where to place investments as the geopolitical landscape shifts
FOCUSED MINDS The ongoing conflict in Ukraine has focussed minds across Europe, and beyond, to secure
SUPPLY CONCERNS Vital supply chains are being dominated by only a few markets risking conflict and the energy transition
KEY QUOTE Renewable energy will not merely influence the balance of power between countries. It will also reconfigure alliances and trade flows, and create new interdependencies around electric grids and new commodities ...
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The political stars have aligned but are not shining
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