Strategies and Frameworks

This isn’t about climate.

The US bets on hydrocarbons while China exports electrons. Why that split, plus AI's 60 GW power demand, will shape trade and venture returns.

September 22, 2026
This isn’t about climate.
This isn’t about climate.
Strategies and Frameworks

This isn’t about climate.

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America is optimizing for the wrong things
Strategies and Frameworks

America is optimizing for the wrong things

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Everyone knows what to do. Almost no one does it.
Strategies and Frameworks

Everyone knows what to do. Almost no one does it.

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