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Critical Minerals: China’s Grip, America’s Volatility, Europe’s Choice

The energy transition will not fail because the world runs out of useful minerals. It can be slowed, made more expensive, and made more fragile because the industrial systems that turn minerals into batteries, motors, power electronics, grid equipment, and vehicles are concentrated, politically exposed, and hard to rebuild. That … [continued]

LNG Shock, Coal Myths, & The Real Winners On The Grid

The easiest story to tell after the Strait of Hormuz disruption was that coal would be the winner. It had the virtue of sounding like common sense. If LNG cargoes are delayed, diverted, or repriced, then gas-fired generation becomes less attractive or less available, while coal plants that are already … [continued]

China Leads, India Surges, America Lags Badly in the Clean Power Buildout

JMK Research’s report on India’s fiscal 2026 renewable additions crossed my screen and forced a wider question. If India had just added 44.6 GW of solar in a single fiscal year and reached 150.26 GW of installed solar by March 31, 2026, what did the broader global league table of … [continued]