Energy Transition

Energy Transition, geopolitical Fragmentation, and the Iran Conflict

Distinguished colleagues, ladies and gentlemen, Good day, and thank you for joining our GAFG Energy Series, timely and important, event at this critical juncture. We meet...

Indonesia Talks Energy Transition, But Why Does Coal Still Rule?

Few countries talk about the energy transition as fluently as Indonesia does. Fewer still have done less about it. At the G20 summit in...

Pakistan Rushes to Electric Bikes as Fuel Crisis Reshapes Economy

Crisis Driven Shift in Consumer Behavior The blockade of the Strait of Hormuz has triggered an immediate shift in how people in Pakistan think about...

How Materials, Infrastructure, and Geopolitics Redefine the 2030 Energy Transition

And while grid physics remains the starting point, the innovations shaping the 2030 landscape extend far beyond conductors and transmission lines. The energy transition...

Grid Reforms and Data Centers Spark Global Battery Boom

A reform in China's electricity market is enhancing the economics of energy storage as global demand increases, leading to significant growth for Chinese energy...

Green Transition: China’s Role in a Shifting Global Landscape

The global green transition has long been seen as a critical path to addressing climate change and reshaping economies. Yet, since 2020, this vision...

Saudi Arabia’s calculated green conversion

At the 11th session of the General Assembly of the International Renewable Energy Agency in 2021, Saudi Arabia pledged to generate 50% of its...

Why Brazil, a Renewable Energy Giant, Still Can’t Quit Coal

In July, one of Brazil's last coal plants in Candiota resumed operations after significant investment from Ambar, owned by billionaires Wesley and Joesley Batista....

Rare Earths: The Hidden Metals Powering the Modern World

Rare earth elements (REEs) are a set of 17 metallic elements that have become indispensable to modern technology and defense industries. Although they are...

Beyond Megawatts: Water as the Hidden Backbone of AI and Energy Infrastructure

The exponential rise in electricity demand, driven by AI infrastructure and high-performance computing, has introduced new stressors. Water is a critical yet often overlooked...

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