Geopolitics & Energy Security

EU-US tensions over clean industrial policy could derail the energy transition. Collaboration on equal footing would bolster collective security and drive emissions reductions to new levels.

US-China tech tensions could have ripple effects on decarbonization efforts. Tech competition could provide benefits, but if left unmitigated, it could also hinder both countries’ energy transitions.

As Europe looks to replace Russian gas and Asia looks to switch off coal, African LNG could play a central role. Gas development in Africa could unlock new revenues and, in turn, drive development across the continent.