Tellurium represents a critical minerals paradox. On one hand, it accounts for a relatively small global market and tends to be understated in quantitative risk modeling. On the other, it remains a critical input in solar and defense supply chains and is subject to export restrictions from China, which remains the dominant force in global tellurium production.

China’s clean-energy exports are dominating in the Global South, such that it is now being called an ‘electrostate.’ But this economic success story is giving rise to new political dependencies that could restrict hedging options in an increasingly multipolar world order.

The defining risk for Southeast Asia in 2026 is not simply “geopolitics.” It is policy volatility, and it is arriving in tandem with an older, less glamorous constraint: energy infrastructure.

South Korea’s battery champions have built an industry that powers the world’s green ambitions, but their breakneck expansion is beginning to show the strain.

For Mauritania, the Nigeria–Morocco Gas Pipeline delivers option value through minimal cost, maximum flexibility, and leverage that compounds, whether or not the gas ever actually flows.

With assistance from the EU’s Global Gateway infrastructure fund, Kyrgyzstan hopes to become a major player in hydropower and potential energy exporter in Central Asia.

Mounting US-China trade tensions over electric vehicles illustrates the policy trade-offs between national security, competitiveness, and environmental protection.

Wales is well on its way to reaching the goal of full renewables production by 2035, and wind energy is playing a big part.

Tajikistan is becoming a major energy producer, allowing it to punch above its weight in regional geopolitics.

The Colonial Pipeline attack should be a warning for defense leaders: Make sure your bases have resilient energy infrastructure or that vulnerability will be used against you.

Indonesia’s natural endowments give it an edge in transitioning to renewable energy, but time is of the essence for the government to deploy a comprehensive strategy.

A new report foresees an energy transition that’s faster and more difficult than many oil exporters are expecting.

Post-oil geopolitics will still be dictated by access to key inputs, impacting foreign policies, multilateral alliances, and state support for the mining sector.

Will 2021 be looked back on as a turning point in the global pivot toward renewable energy sources?

The advances of the so-called Fourth Industrial Revolution won’t usher in a techno-utopia. Instead, they will alter – and perhaps even intensify – the geopolitical competition the world is all too familiar with.

President Ramaphosa inherited a dire national energy outlook, but one that’s not without its own opportunities.