Electrons vs. Molecules: The Strategic Core of the Energy Transition
The Fourth Industrial Revolution runs on power and the contest between electrons and green molecules will shape its future. This piece examines why electrification leads on efficiency and scale, while hydrogen and e-fuels face economic hurdles. From China’s grid expansion to Western financing gaps, it unpacks the data behind a pragmatic energy transition: electrons as the backbone, nuclear the anchor, molecules the complement.
The New Geopolitics of Energy: Navigating the 4IR Landscape
The Fourth Industrial Revolution (4IR) is turning energy into a new arena of global power. As AI and electrification drive soaring demand, nations face a race for energy abundance. In this new era, those who build faster - not just cleaner - will shape the future of geopolitics.
The Fourth Industrial Revolution
Power, Risk, and Strategy in the 4th Industrial Revolution Era