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Geopolitics & Public Affairs

Geopolitics & Public Affairs

Bridging business, trade, politics, and democracy to grasp a shifting global order and ideological divides.

The Energy Transition will change geopolitics—not solve it

September 9th, 2026
3 minutes
Jean-Michel Gauthier

The disruption at the Strait of Hormuz has exposed the fragility of hydrocarbon supply. Electrification can reduce that vulnerability, but it is also creating new dependencies on critical minerals, processing capacity and industrial power.

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