Critical Minerals Bottleneck: How Refining Concentration Threatens Global Energy Transition
China's projected 60-80% control of critical mineral refining by 2035 threatens global energy transition with 28% battery cost increases...
Our energy coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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China's projected 60-80% control of critical mineral refining by 2035 threatens global energy transition with 28% battery cost increases...
Geopolitical competition is fragmenting global energy transition into competing blocs, with 55% of energy CEOs ranking it as their top...
Australia cuts fuel excise by 26.3 cents/litre for 3 months (April-June 2026), saving $19 per tank. $2.55 billion relief addresses...
Russian oil tanker Anatoli Kolodkin delivers 730,000 barrels to Cuba despite US embargo, marking policy shift in 2026 energy crisis...
AI data centers projected to consume 3% of global electricity by 2030, creating an energy paradox where efficiency tools impose massive...
AI-driven data center power demand will increase 165% by 2030, consuming 3% of global electricity and requiring $720B grid investment....