March 20, 2025 by Charles
The Security Premium is Driving the Energy Transition
The Energy World is Changing—And Fast The energy transition is no longer just about cutting carbon emissions—it’s about security, sovereignty, and resilience. Over the past 80 years, global energy markets were shaped by cheap fossil fuels, free trade, and US military dominance. That era is ending. This article summarizes my key takeaways from The New Joule Order by Carlyle, which
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