Category: Energy
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The World in Flux: Adapting to a New Phase of Structural Change
The global economy stands at a pivotal crossroads. From the transformative sweep of Artificial Intelligence (AI) to the reshaping of geopolitics, financial systems, and regulatory frameworks, the 2020s mark not just another business cycle but a structural realignment of the world order. History offers echoes of such turning points —…
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China’s EV Policy : From Subsidy-Fueled Growth to Market Maturity
The End of an Era for State-Supported Expansion China’s decision to omit electric vehicles (EVs) from its 2026–2030 strategic industries plan marks a watershed moment in the evolution of global mobility. For nearly two decades, Beijing’s policy stance—heavy subsidies, industrial clustering, and technology localization—propelled China to the forefront of the…
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Rethinking the Energy Transition: Between Promise and Reality
The global conversation on energy transition often carries an air of inevitability—as if the march from coal and oil to renewables is a straight path. Yet, the data tell a more sobering story. In 2024, global emissions from fossil fuels rose to about 37.4 billion tonnes, underscoring that the world…
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United States vs China: The Clean Energy Divide and the Future of Global Trade
The global contest between the United States and China is no longer confined to traditional industries—it has decisively shifted to clean energy. The two largest economies are navigating divergent paths: China doubling down on renewables and the U.S. stepping back, prioritizing fossil fuel infrastructure under shifting policy priorities. This divergence…
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Russia’s Fossil Fuel Export Revenues Face a Multi-Month Slide
Russia’s energy export story in August 2025 offers a telling snapshot of the shifting global energy landscape. For the third consecutive month, the country’s fossil fuel export revenues have contracted, slipping another 2% month-on-month to €564 million per day. This decline underscores not only the vulnerabilities in Russia’s heavy reliance…
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Indian Solar Manufacturing Accelerates Amid Global Shifts
India’s solar manufacturing sector is experiencing a dramatic surge, marking FY 2024-25 as a turning point for clean energy. The country’s domestic manufacturing capacity for solar modules has more than doubled, while capacity for solar cells has tripled. This transformation is not just a story of growth—it reflects how strategic…
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The Latest Dynamics in the Oil and Gas Sector in 2025
The global oil and gas industry in 2025 is undergoing a complex and critical transformation, shaped by a convergence of moderate growth, geopolitical uncertainty, rapid technological change, and a mounting push toward sustainability. As the world teeters between energy security and clean energy commitments, the fossil fuel sector is recalibrating…
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Asia’s Uneven Road to Clean Energy Mobility
Asia stands at a crucial crossroads in its journey toward clean energy mobility. Home to more than half the world’s population and some of its fastest-growing economies, the region’s energy and transportation choices will profoundly influence global climate outcomes. However, the transition to cleaner mobility in Asia is anything but…
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The Renewable Energy Boom of 2025: A Global Tipping Point
The renewable energy sector in 2025 has emerged as one of the most dynamic and rapidly expanding industries in the global economy. With the market valued between $1.1 trillion and $1.5 trillion—and some estimates projecting it as high as $2.15 trillion depending on the methodology used—the sector is at the…
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