Signs that the energy transition is picking up speed abound. Transforming an industry that has defined the modern era will have profound consequences on the global order. China will rise and petrostates will fall—or so says conventional wisdom. In reality, the geopolitical fallout of a clean energy transition will be far more subtle, complex, and counterintuitive. The transition to a zero-carbon world will shift power in very unexpected ways.
By Jason Bordoff. Foreign Policy. October 5, 2020.