By Gopalika Arora
The retrenchment of finance is not merely a result of a temporary slowdown in climate finance commitments by the developed countries. It may also signal a deeper restructuring of the climate finance architecture driven by changing institutional priorities within the multilateral system that was expected to anchor the transition.
By Parul Bakshi and Lydia Powell
Over the past decade, three structural shifts have been reordering global energy trade, encompassing not only traditional oil and gas flows but also the rapidly growing cross-border trade in electricity and clean energy goods.
By Piyush Verma
For the Global South, the stakes are particularly high: the energy transition could unlock industrialization, resilience, and strategic bargaining power, but it could also reproduce older patterns of dependency through new technologies, standards, minerals, and financial asymmetries.
By Andreas Kuehn and Cauvery Ganapathy
While the integration of AI offers benefits for the optimization of energy systems through grid management, renewable energy integration, predictive maintenance, and accurate forecasting of alternative forms of energy, its energy-intensive nature could also negatively impact the countries and ecosystems seeking to adopt it.
By Medha Prasanna
The oil age will not end because the world runs out of oil, but because oil reserves stop being worth pumping. The UAE has moved fast, not as just a knee-jerk reaction to the conflict in the region, but as a strategic divergence.
By Holly Stevens and Siddharth Sharma
As demand for electric vehicles, battery storage, clean energy systems, and advanced technologies continues to accelerate, Australia’s resource base and mining history, Canada’s resource base as well as its mining and industrial capabilities, and India’s market scale and commitment to value-added manufacturing could support diversification across multiple stages of the value chain.
By Ashwini Thakre and Piyush Verma
China’s diplomatic control over sector may become the very trigger that unwinds its dominance. By weaponizing concentration, Beijing accelerated diversification efforts that many democracies had treated as optional. The shock exposed the liabilities of a system built on single-country dependence and encouraged a coordinated wave of investment across the United States, Europe, Japan, South Korea, and Australia.
By Caroline Arkalji
Securing strategic minerals against intensifying natural risks is no longer just a business challenge; it must be a global policy priority. The energy transition cannot succeed on unstable foundations; the world needs smarter, safer, and fairer mines designed to withstand current and future environmental risks.
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