Geopolitical Oil Shocks Accelerate Energy Transition Despite US Policy Retreat
Middle East conflicts threaten historic oil production disruptions while LNG markets face Asian rerouting, driving oil toward $90s amid European energy strategy reviews. Simultaneously, clean energy exceeded expectations with renewables surpassing coal globally and EVs hitting 25% market share ahead of forecasts, creating resilience against fossil fuel volatility.
Energy security crises are proving more effective transition catalysts than climate policy, forcing strategic pivots even as major economies retreat from green commitments.
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