Giusy Iaria, Unsplash
Climate Intuition: Power Rewired: The new map of energy and geopolitics
Sarah Kapnick, J.P. Morgan Energy Solutions
As demand for AI spikes and geopolitical challenges intensify, nations are increasingly focusing on critical minerals and technological know-how as pivotal tools of influence. For instance, China controls a significant portion of the global critical mineral supply chain via processing and derivative products from raw materials. In contrast, Australia has rich mineral reserves and leads in raw material production, but loses this strategic advantage by not processing materials.
“Power Rewired” examines the fragmentation of the global energy order, with new alliances forming around infrastructure and technology. How is this shaping diplomatic relations and trade flows, and what is the impact on investment? Discover the opportunities that could arise in this new era of energy security.
Read the full report here.
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