# sources

node_name: Petrostate Fiscal Breakeven Trap
created_at: 2026-04-15 21:34:30
url:
https://agsi.org/analysis/the-breakeven-oil-price-is-a-poor-guide-to-saudi-arabias-fiscal-and-oil-production-policies/

title:
agsi.org: The breakeven oil price is a poor guide to saudi arabias fiscal and oil production policies


title: bakerinstitute.org: Wielding energy weapon differences between oil and natural gas
node_name: Energy Weapon Weaponization Mechanism
created_at: 2026-04-15 21:34:30
url:
https://www.bakerinstitute.org/research/wielding-energy-weapon-differences-between-oil-and-natural-gas


node_name: Electrostate Power Geography
created_at: 2026-04-15 21:34:30
url:
https://theconversation.com/goodbye-petrostates-hello-electrostates-how-the-clean-energy-shift-is-reshaping-the-world-order-264267

title:
theconversation.com: Goodbye petrostates hello electrostates how the clean energy shift is reshaping the world order 264267


title: stairjournal.com: The rise of energy dynamism electrostates vs petrostates
node_name: Electrostate Power Geography
created_at: 2026-04-15 21:34:30
url:
https://www.stairjournal.com/oped/2025/5/19/the-rise-of-energy-dynamism-electrostates-vs-petrostates


title: iea.org: With new export controls on critical minerals supply concentration risks become reality
node_name: China Mineral Refining Weapon
created_at: 2026-04-15 21:34:30
url:
https://www.iea.org/commentaries/with-new-export-controls-on-critical-minerals-supply-concentration-risks-become-reality


title: csis.org: Chinas new rare earth and magnet restrictions threaten us defense supply chains
node_name: China Mineral Refining Weapon
created_at: 2026-04-15 21:34:30
url:
https://www.csis.org/analysis/chinas-new-rare-earth-and-magnet-restrictions-threaten-us-defense-supply-chains


title: thediplomat.com: Chinas rare earth leverage is the frontline of 21st century geopolitics
node_name: China Mineral Refining Weapon
created_at: 2026-04-15 21:34:30
url:
https://thediplomat.com/2025/10/chinas-rare-earth-leverage-is-the-frontline-of-21st-century-geopolitics/


node_name: OPEC+ Peak Demand Countdown
created_at: 2026-04-15 21:34:30
url:
https://theconversation.com/the-battle-over-a-global-energy-transition-is-on-between-petro-states-and-electro-states-heres-what-to-watch-for-in-2026-272205

title:
theconversation.com: The battle over a global energy transition is on between petro states and electro states heres what to watch for in 2026 272205


title: carnegieendowment.org: Friendshoring critical minerals what could the us and its partners produce
node_name: Minerals Security Partnership
created_at: 2026-04-15 21:34:30
url:
https://carnegieendowment.org/research/2023/05/friendshoring-critical-minerals-what-could-the-us-and-its-partners-produce


title: arabcenterdc.org: Opec is pushing down oil prices despite a cash crunch in saudi arabia here is why
node_name: Petrodollar Recycling System
created_at: 2026-04-15 21:34:30
url:
https://arabcenterdc.org/resource/opec-is-pushing-down-oil-prices-despite-a-cash-crunch-in-saudi-arabia-here-is-why/


title: Bloomberg: Russia oil and gas revenue dives to five year low in budget hit
node_name: Russia Petro-War Fiscal Squeeze
created_at: 2026-04-15 21:34:30
url:
https://www.bloomberg.com/news/articles/2026-01-15/russia-oil-and-gas-revenue-dives-to-five-year-low-in-budget-hit


title: csis.org: Indonesian industrialization downstreaming value chain
node_name: Indonesia Nickel Downstreaming Trap
created_at: 2026-04-15 21:34:30
url:
https://www.csis.org/blogs/charting-geoeconomics/indonesian-industrialization-downstreaming-value-chain


title: nbr.org: Indonesias nickel export ban impacts on supply chains and the energy transition
node_name: Indonesia Nickel Downstreaming Trap
created_at: 2026-04-15 21:34:30
url:
https://www.nbr.org/publication/indonesias-nickel-export-ban-impacts-on-supply-chains-and-the-energy-transition/


title: medium.com: Geopolitics of cross border electricity grids a working paper db2422529956
node_name: Electricity Grid Interconnection as Leverage
created_at: 2026-04-15 21:34:30
url:
https://medium.com/nyuspscga/geopolitics-of-cross-border-electricity-grids-a-working-paper-db2422529956


node_name: Lithium Triangle Resource Nationalism
created_at: 2026-04-15 21:34:30
url:
https://catalystmcgill.com/south-americas-lithium-triangle-reshapes-global-trade-through-resource-nationalism/

title:
catalystmcgill.com: South americas lithium triangle reshapes global trade through resource nationalism


title: single-market-economy.ec.europa.eu: Critical raw materials act en
node_name: EU Critical Raw Materials Act
created_at: 2026-04-15 21:34:30
url:
https://single-market-economy.ec.europa.eu/sectors/raw-materials/areas-specific-interest/critical-raw-materials/critical-raw-materials-act_en


title: delorscentre.eu: The eus critical raw materials predicament
node_name: EU Critical Raw Materials Act
created_at: 2026-04-15 21:34:30
url:
https://www.delorscentre.eu/en/publications/detail/publication/the-eus-critical-raw-materials-predicament


title: washingtoninstitute.org: Gulf energy transition assessing saudi and emirati goals
node_name: Gulf States Fossil-Clean Dual Export Strategy
created_at: 2026-04-15 21:34:30
url:
https://www.washingtoninstitute.org/policy-analysis/gulf-energy-transition-assessing-saudi-and-emirati-goals


title: carnegieendowment.org: Energy transition in the gulf best practices and limitations
node_name: Gulf States Fossil-Clean Dual Export Strategy
created_at: 2026-04-15 21:34:30
url:
https://carnegieendowment.org/research/2025/04/energy-transition-in-the-gulf-best-practices-and-limitations


node_name: Gulf States Fossil-Clean Dual Export Strategy
created_at: 2026-04-15 21:34:30
url:
https://careforsustainability.com/32b-green-energy-investments-in-uae-saudi-arabia-projects-opportunities-guide-2025/

title:
careforsustainability.com: 32b green energy investments in uae saudi arabia projects opportunities guide 2025


title: carnegieendowment.org: Can the drc leverage us china competition over critical minerals
node_name: Africa Second Scramble for Minerals
created_at: 2026-04-15 21:34:30
url:
https://carnegieendowment.org/research/2025/03/can-the-drc-leverage-us-china-competition-over-critical-minerals


title: foreignpolicy.com: Lobito corridor angola critical minerals us china infrastructure investment
node_name: Africa Second Scramble for Minerals
created_at: 2026-04-15 21:34:30
url:
https://foreignpolicy.com/2024/02/28/lobito-corridor-angola-critical-minerals-us-china-infrastructure-investment/


title: newsecuritybeat.org: Chinas role in financing the energy transition in the global south
node_name: Global South Cost-of-Capital Energy Trap
created_at: 2026-04-15 21:34:30
url:
https://www.newsecuritybeat.org/2025/02/chinas-role-in-financing-the-energy-transition-in-the-global-south/


title: nationalinterest.org: Russias hidden monopoly the wests nuclear fuel achilles heel
node_name: Rosatom Nuclear Reactor Lock-In
created_at: 2026-04-15 21:34:30
url:
https://nationalinterest.org/blog/energy-world/russias-hidden-monopoly-the-wests-nuclear-fuel-achilles-heel


title: carnegieendowment.org: Us china trade war tariffs critical minerals clean energy impacts
node_name: China Solar Manufacturing Chokepoint
created_at: 2026-04-15 21:34:30
url:
https://carnegieendowment.org/emissary/2025/04/us-china-trade-war-tariffs-critical-minerals-clean-energy-impacts


title: pemedianetwork.com: Outlook 2026 the geopolitical weaponisation of lng
node_name: US LNG Geopolitical Weapon
created_at: 2026-04-15 21:34:30
url:
https://pemedianetwork.com/petroleum-economist/articles/gas-lng/2025/outlook-2026-the-geopolitical-weaponisation-of-lng/


title: blogs.lse.ac.uk: Trumps 750 billion eu energy deal is built on an illusion
node_name: US LNG Geopolitical Weapon
created_at: 2026-04-15 21:34:30
url:
https://blogs.lse.ac.uk/usappblog/2025/10/14/trumps-750-billion-eu-energy-deal-is-built-on-an-illusion/


title: goldmansachs.com: New nuclear age why the world is rethinking atomic power
node_name: Nuclear Renaissance AI Datacenter Nexus
created_at: 2026-04-15 21:34:30
url:
https://www.goldmansachs.com/insights/articles/new-nuclear-age-why-the-world-is-rethinking-atomic-power


node_name: Nuclear Renaissance AI Datacenter Nexus
created_at: 2026-04-15 21:34:30
url:
https://jpt.spe.org/twa/the-nuclear-renaissance-in-a-geopolitical-crossfire-uraniums-role-in-the-net-zero-transition

title:
jpt.spe.org: The nuclear renaissance in a geopolitical crossfire uraniums role in the net zero transition


title: iisd.org: Eu carbon border adjustment mechanism bigger trade implications
node_name: CBAM Carbon Trade Coercion
created_at: 2026-04-15 21:34:30
url:
https://www.iisd.org/articles/explainer/eu-carbon-border-adjustment-mechanism-bigger-trade-implications


node_name: Wind Turbine Manufacturing Chokepoint
created_at: 2026-04-15 21:34:30
url:
https://about.bnef.com/insights/clean-energy/chinese-turbine-suppliers-seize-the-spotlight-as-global-wind-power-installations-hit-all-time-high-bloombergnef-report-shows/

title:
about.bnef.com: Chinese turbine suppliers seize the spotlight as global wind power installations hit all time high bloombergnef report shows


title: oxfordenergy.org: CE17 Chinese participation in Europes offshore wind sector
node_name: Wind Turbine Manufacturing Chokepoint
created_at: 2026-04-15 21:34:30
url:
https://www.oxfordenergy.org/wpcms/wp-content/uploads/2025/10/CE17-Chinese-participation-in-Europes-offshore-wind-sector.pdf


node_name: Petroyuan De-Dollarization Strategy
created_at: 2026-04-15 21:34:30
url:
https://asiasociety.org/policy-institute/new-report-petrodollar-digital-yuan-china-gulf-and-21st-century-path-de-dollarization

title:
asiasociety.org: New report petrodollar digital yuan china gulf and 21st century path de dollarization


node_name: Petroyuan De-Dollarization Strategy
created_at: 2026-04-15 21:34:30
url:
https://ipr.blogs.ie.edu/2025/06/27/geopolitics-of-oil-how-china-is-challenging-the-petrodollar-through-the-pedro-yuan/

title:
ipr.blogs.ie.edu: Geopolitics of oil how china is challenging the petrodollar through the pedro yuan


title: disruptionbanking.com: Chinas swift challenger breaks records as petrodollar looms
node_name: Petroyuan De-Dollarization Strategy
created_at: 2026-04-15 21:34:30
url:
https://www.disruptionbanking.com/2026/04/14/chinas-swift-challenger-breaks-records-as-petrodollar-looms/


title: moderndiplomacy.eu: The rise of the petroyuan is the us dollar losing its energy monopoly
node_name: Petroyuan De-Dollarization Strategy
created_at: 2026-04-15 21:34:30
url:
https://moderndiplomacy.eu/2025/02/26/the-rise-of-the-petroyuan-is-the-us-dollar-losing-its-energy-monopoly/


node_name: REE Defense-Tech Chokepoint
created_at: 2026-04-15 21:34:30
url:
https://mwi.westpoint.edu/minerals-magnets-and-military-capability-chinas-rare-earth-weaponization-should-be-a-wake-up-call

title:
mwi.westpoint.edu: Minerals magnets and military capability chinas rare earth weaponization should be a wake up call


node_name: REE Defense-Tech Chokepoint
created_at: 2026-04-15 21:34:30
url:
https://moderndiplomacy.eu/2025/08/29/critical-minerals-and-critical-security-u-s-military-dependence-on-chinas-rare-earths/

title:
moderndiplomacy.eu: Critical minerals and critical security u s military dependence on chinas rare earths


title: irena.org: The Powerful Role in Geopolitics is to Manage the Energy Transition
node_name: Energy Importer Liberation Dividend
created_at: 2026-04-15 21:34:30
url:
https://www.irena.org/News/expertinsights/2025/Apr/The-Powerful-Role-in-Geopolitics-is-to-Manage-the-Energy-Transition


title: businessgreen.com: Lng plastics stranded asset risk stalking fossil fuel industry
node_name: LNG Stranded Asset Cascade
created_at: 2026-04-15 21:34:30
url:
https://www.businessgreen.com/news-analysis/4386254/lng-plastics-stranded-asset-risk-stalking-fossil-fuel-industry


node_name: IRA Rollback China Advantage Mechanism
created_at: 2026-04-15 21:34:30
url:
https://cleantechnica.com/2025/05/12/america-closed-for-business-bill-rolling-back-ira-provisions-will-slash-investment/

title:
cleantechnica.com: America closed for business bill rolling back ira provisions will slash investment


node_name: IRA Rollback China Advantage Mechanism
created_at: 2026-04-15 21:34:30
url:
https://www.stblaw.com/about-us/publications/view/2025/07/08/president-trump-signs-legislation-enacting-phased-elimination-of-federal-tax-credits-for-new-clean-energy-projects-directs-treasury-to-strictly-enforce-credit-termination-for-solar-and-wind-facilities

title:
stblaw.com: President trump signs legislation enacting phased elimination of federal tax credits for new clean energy projects directs treasury to strictly enforce credit termination for solar and wind facilities


node_name: Petrostate Collapse Migration Feedback Loop
created_at: 2026-04-15 21:34:30
url:
https://fordhampoliticalreview.org/petrostate-collapse-and-power-politics-venezuelas-migration-crisis-and-washingtons-contradictory-response/

title:
fordhampoliticalreview.org: Petrostate collapse and power politics venezuelas migration crisis and washingtons contradictory response


title: OECD: The state of fragility in 2025 7cb5662b
node_name: Petrostate Collapse Migration Feedback Loop
created_at: 2026-04-15 21:34:30
url:
https://www.oecd.org/en/publications/2025/02/states-of-fragility-2025_c9080496/full-report/the-state-of-fragility-in-2025_7cb5662b.html


title: coface.com: 2025 political and social risk a record level a new norm for businesses
node_name: Petrostate Collapse Migration Feedback Loop
created_at: 2026-04-15 21:34:30
url:
https://www.coface.com/news-economy-and-insights/2025-political-and-social-risk-a-record-level-a-new-norm-for-businesses


title: economic-research.bnpparibas.com
node_name: Petrostate Fiscal Breakeven Crisis
created_at: 2026-04-15 21:34:30
url:
https://economic-research.bnpparibas.com/pdf/en-US/Gulf-States-falling-prices-should-pose-threat-economic-diversification-6/4/2025


title: zerocarbon-analytics.org: Oil prices government finances in the middle east and central asia
node_name: Petrostate Fiscal Breakeven Crisis
created_at: 2026-04-15 21:34:30
url:
https://zerocarbon-analytics.org/energy/oil-prices-government-finances-in-the-middle-east-and-central-asia/


title: europarl.europa.eu: Eu to phase out imports of russian gas
node_name: Russia Gas Weapon Degradation
created_at: 2026-04-15 21:34:30
url:
https://www.europarl.europa.eu/news/en/press-room/20251211IPR32169/eu-to-phase-out-imports-of-russian-gas


title: Bloomberg: The petrodollar loop supporting the treasury market is broken
node_name: Petrodollar Recycling Breakdown
created_at: 2026-04-15 21:34:30
url:
https://www.bloomberg.com/opinion/articles/2026-04-06/the-petrodollar-loop-supporting-the-treasury-market-is-broken


title: greencentralbanking.com: What is the petrodollar system and how might green energy replace it
node_name: Petrodollar Recycling Breakdown
created_at: 2026-04-15 21:34:30
url:
https://greencentralbanking.com/2026/01/29/what-is-the-petrodollar-system-and-how-might-green-energy-replace-it/


title: markets.financialcontent.com: Marketminute 2025 9 9 the sunset of the petrodollar
node_name: Petrodollar Recycling Breakdown
created_at: 2026-04-15 21:34:30
url:
https://markets.financialcontent.com/stocks/article/marketminute-2025-9-9-the-sunset-of-the-petrodollar


title: moderndiplomacy.eu: The global mining politics of foreign controlled mineral wealth
node_name: Mineral State Revenue Asymmetry
created_at: 2026-04-15 21:34:30
url:
https://moderndiplomacy.eu/2025/03/05/the-global-mining-politics-of-foreign-controlled-mineral-wealth/


title: state.gov: 2026 critical minerals ministerial
node_name: FORGE Critical Minerals Alliance
created_at: 2026-04-15 21:34:30
url:
https://www.state.gov/releases/office-of-the-spokesperson/2026/02/2026-critical-minerals-ministerial


title: csis.org: Critical minerals ministerial introduces new international cooperation strategy
node_name: FORGE Critical Minerals Alliance
created_at: 2026-04-15 21:34:30
url:
https://www.csis.org/analysis/critical-minerals-ministerial-introduces-new-international-cooperation-strategy


title: atlanticcouncil.org: Us critical minerals policy goes collaborative with forge
node_name: FORGE Critical Minerals Alliance
created_at: 2026-04-15 21:34:30
url:
https://www.atlanticcouncil.org/dispatches/us-critical-minerals-policy-goes-collaborative-with-forge/


node_name: FORGE Critical Minerals Alliance
created_at: 2026-04-15 21:34:30
url:
https://resourcegovernance.org/articles/us-critical-minerals-ministerial-raises-new-prospects-and-questions-developing-producers

title:
resourcegovernance.org: Us critical minerals ministerial raises new prospects and questions developing producers


title: hklaw.com: Senate moves to scale back clean energy tax credits latest updates
node_name: IRA-to-OBBBA Clean Energy Rollback
created_at: 2026-04-15 21:34:30
url:
https://www.hklaw.com/en/insights/publications/2025/06/senate-moves-to-scale-back-clean-energy-tax-credits-latest-updates


title: cfr.org: Congresss one big beautiful bill will shrink renewable energy investments yet some
node_name: IRA-to-OBBBA Clean Energy Rollback
created_at: 2026-04-15 21:34:30
url:
https://www.cfr.org/articles/congresss-one-big-beautiful-bill-will-shrink-renewable-energy-investments-yet-some


title: sidley.com: Us house big beautiful bill accelerates repeal of renewable energy tax credits
node_name: IRA-to-OBBBA Clean Energy Rollback
created_at: 2026-04-15 21:34:30
url:
https://www.sidley.com/en/insights/newsupdates/2025/05/us-house-big-beautiful-bill-accelerates-repeal-of-renewable-energy-tax-credits


title: altenergymag.com
node_name: Green Hydrogen Electrostate Promise
created_at: 2026-04-15 21:34:30
url:
https://www.altenergymag.com/story/2025/08/green-hydrogen-the-middle-easts-new-energy-frontier/45967/


title: carnegieendowment.org: The impact of us sanctions and tariffs on indias russian oil imports
node_name: India Strategic Autonomy Energy Pivot
created_at: 2026-04-15 21:34:30
url:
https://carnegieendowment.org/posts/2025/11/the-impact-of-us-sanctions-and-tariffs-on-indias-russian-oil-imports


node_name: India Strategic Autonomy Energy Pivot
created_at: 2026-04-15 21:34:30
url:
https://www.cnbc.com/2026/04/14/us-hormuz-blockade-hits-india-just-as-russian-oil-purchase-waiver-expires-deepening-energy-worries.html

title:
cnbc.com: Us hormuz blockade hits india just as russian oil purchase waiver expires deepening energy worries


title: spglobal.com: Why europe is losing the gigafactory race to china
node_name: Battery Gigafactory Race Collapse
created_at: 2026-04-15 21:34:30
url:
https://www.spglobal.com/automotive-insights/en/blogs/2025/08/why-europe-is-losing-the-gigafactory-race-to-china


node_name: Battery Gigafactory Race Collapse
created_at: 2026-04-15 21:34:30
url:
https://kleinmanenergy.upenn.edu/research/publications/battling-for-batteries-li-ion-policy-and-supply-chain-dynamics-in-the-u-s-and-china/

title:
kleinmanenergy.upenn.edu: Battling for batteries li ion policy and supply chain dynamics in the u s and china


title: internationalfinance.com: If insights vision faces harsh reality saudi faces fiscal crunch
node_name: Saudi Vision 2030 Diversification Trap
created_at: 2026-04-15 21:34:30
url:
https://internationalfinance.com/finance/if-insights-vision-faces-harsh-reality-saudi-faces-fiscal-crunch/


node_name: Saudi Vision 2030 Diversification Trap
created_at: 2026-04-15 21:34:30
url:
https://growthlab.hks.harvard.edu/digital-media/devtalks-diversifying-oil-aspirations-and-results-saudi-arabias-vision-2030/

title:
growthlab.hks.harvard.edu: Devtalks diversifying oil aspirations and results saudi arabias vision 2030


node_name: China-Russia Energy Asymmetry Reversal
created_at: 2026-04-15 21:34:30
url:
https://www.energypolicy.columbia.edu/power-of-siberia-2-russias-pivot-chinas-leverage-and-global-gas-implications/

title:
energypolicy.columbia.edu: Power of siberia 2 russias pivot chinas leverage and global gas implications


node_name: Green Hydrogen No-Scarcity-Rent Paradox
created_at: 2026-04-15 21:34:30
url:
https://arjunsgaikwad.medium.com/why-the-next-10-years-of-geopolitics-will-be-dominated-by-green-hydrogen-e06cc7725349

title:
arjunsgaikwad.medium.com: Why the next 10 years of geopolitics will be dominated by green hydrogen e06cc7725349


title: resilience.org: Green colonialism and african futures interrogating the just transition from below
node_name: Green Extractivism Dependency Mechanism
created_at: 2026-04-15 21:34:30
url:
https://www.resilience.org/stories/2025-07-23/green-colonialism-and-african-futures-interrogating-the-just-transition-from-below/


title: online.ucpress.edu: Green Extractivism s New Frontiers
node_name: Green Extractivism Dependency Mechanism
created_at: 2026-04-15 21:34:30
url:
https://online.ucpress.edu/currenthistory/article/124/858/27/204214/Green-Extractivism-s-New-Frontiers


title: africanelements.org: Why the global south cobalt scramble threatens african sovereignty
node_name: Green Extractivism Dependency Mechanism
created_at: 2026-04-15 21:34:30
url:
https://www.africanelements.org/news/why-the-global-south-cobalt-scramble-threatens-african-sovereignty/


title: wssenergy.com: Green hydrogen will be prohibitively expensive for a decade longer than anticipated
node_name: Iridium PEM Electrolyzer Chokepoint
created_at: 2026-04-15 21:34:30
url:
https://www.wssenergy.com/post/green-hydrogen-will-be-prohibitively-expensive-for-a-decade-longer-than-anticipated


node_name: Green Hydrogen Electrostate Geography
created_at: 2026-04-15 21:34:30
url:
https://www.pressenza.com/2025/08/green-hydrogen-and-the-new-world-order-the-energy-that-will-define-wars-and-alliances/

title:
pressenza.com: Green hydrogen and the new world order the energy that will define wars and alliances


title: Bloomberg: Investors risk 2 3 trillion of stranded fossil fuel assets
node_name: Stranded Asset Financial Cascade
created_at: 2026-04-15 21:34:30
url:
https://www.bloomberg.com/news/articles/2025-03-06/investors-risk-2-3-trillion-of-stranded-fossil-fuel-assets


title: thedocs.worldbank.org: Chahir Zaki On Stranded Assets and Climate Risk V3
node_name: Stranded Asset Financial Cascade
created_at: 2026-04-15 21:34:30
url:
https://thedocs.worldbank.org/en/doc/614c28990be1af94f0d6c4e917c0b7c1-0280032025/original/Chahir-Zaki-On-Stranded-Assets-and-Climate-Risk-V3.pdf


title: news.mongabay.com: Scrutiny grows over drc us minerals deal even as other african nations sign up
node_name: Critical Minerals State-Deal Race
created_at: 2026-04-15 21:34:30
url:
https://news.mongabay.com/2026/02/scrutiny-grows-over-drc-us-minerals-deal-even-as-other-african-nations-sign-up/


title: odi.org: Critical minerals geopolitics in 2026 risks supply chains and global power shifts
node_name: Critical Minerals State-Deal Race
created_at: 2026-04-15 21:34:30
url:
https://odi.org/en/insights/critical-minerals-geopolitics-in-2026-risks-supply-chains-and-global-power-shifts/


title: niskanencenter.org: 2025 didnt close the transmission gap and 2026 wont either without change
node_name: Grid Transmission Permitting Chokepoint
created_at: 2026-04-15 21:34:30
url:
https://www.niskanencenter.org/2025-didnt-close-the-transmission-gap-and-2026-wont-either-without-change/


title: cleanenergygrid.org: New report reveals u s transmission buildout lagging far behind national needs
node_name: Grid Transmission Permitting Chokepoint
created_at: 2026-04-15 21:34:30
url:
https://cleanenergygrid.org/new-report-reveals-u-s-transmission-buildout-lagging-far-behind-national-needs/


node_name: Critical Minerals Green Resource Curse
created_at: 2026-04-15 21:34:30
url:
https://unctad.org/news/critical-minerals-boom-global-energy-shift-brings-opportunities-and-risks-developing-countries

title:
unctad.org: Critical minerals boom global energy shift brings opportunities and risks developing countries


node_name: Africa Minerals Battleground
created_at: 2026-04-15 21:34:30
url:
https://thediplomat.com/2026/02/china-and-the-us-want-africas-critical-minerals-will-african-countries-actually-benefit

title:
thediplomat.com: China and the us want africas critical minerals will african countries actually benefit


title: rareearthexchanges.com: Chinas critical minerals footprint in africa projects strategy and impacts
node_name: Africa Minerals Battleground
created_at: 2026-04-15 21:34:30
url:
https://rareearthexchanges.com/news/chinas-critical-minerals-footprint-in-africa-projects-strategy-and-impacts/


title: chathamhouse.org: Critical mineral rich africa can look after itself
node_name: Africa Minerals Battleground
created_at: 2026-04-15 21:34:30
url:
https://chathamhouse.org/publications/the-world-today/2026-03/critical-mineral-rich-africa-can-look-after-itself


node_name: Energy Sovereignty Dividend
created_at: 2026-04-15 21:34:30
url:
https://councilonstrategicrisks.org/2025/05/20/the-national-security-rationale-for-japans-transition-to-renewable-energy/

title:
councilonstrategicrisks.org: The national security rationale for japans transition to renewable energy


title: councilonstrategicrisks.org: Protecting koreas national security with renewable energy
node_name: Energy Sovereignty Dividend
created_at: 2026-04-15 21:34:30
url:
https://councilonstrategicrisks.org/2026/02/02/protecting-koreas-national-security-with-renewable-energy/


title: euromed-economists.org: Energy sovereignty in the age of shocks from dependence to resilience
node_name: Energy Sovereignty Dividend
created_at: 2026-04-15 21:34:30
url:
https://euromed-economists.org/energy-sovereignty-in-the-age-of-shocks-from-dependence-to-resilience/


title: weforum.org: From rivalry to resilience geopolitics in the green transition
node_name: Energy Sovereignty Dividend
created_at: 2026-04-15 21:34:30
url:
https://www.weforum.org/stories/2025/11/from-rivalry-to-resilience-geopolitics-in-the-green-transition/


title: baringa.com: Geopolitics of hydrogen part 2
node_name: Green Hydrogen Geopolitical Emergence
created_at: 2026-04-15 21:34:30
url:
https://www.baringa.com/globalassets/insights/low-carbon-futures/the-geopolitics-of-hydrogen/geopolitics_of_hydrogen_part_2.pdf


title: orfonline.org: The policy edge of japan and south korea in securing critical minerals
node_name: East Asia Mineral Resilience Race
created_at: 2026-04-15 21:34:30
url:
https://www.orfonline.org/research/the-policy-edge-of-japan-and-south-korea-in-securing-critical-minerals


node_name: East Asia Mineral Resilience Race
created_at: 2026-04-15 21:34:30
url:
https://www.energypolicy.columbia.edu/how-the-us-japan-critical-minerals-partnership-is-a-long-overdue-step-toward-real-supply-chain-security/

title:
energypolicy.columbia.edu: How the us japan critical minerals partnership is a long overdue step toward real supply chain security


title: sullcrom.com: US Reaches Critical Minerals Related Agreements Japan Malaysia Thailand China
node_name: East Asia Mineral Resilience Race
created_at: 2026-04-15 21:34:30
url:
https://www.sullcrom.com/insights/memo/2025/November/US-Reaches-Critical-Minerals-Related-Agreements-Japan-Malaysia-Thailand-China


title: piernext.portdebarcelona.cat: Resourceeu europe strategic autonomy raw materials 2026
node_name: EU Critical Raw Materials Act Execution Gap
created_at: 2026-04-15 21:34:30
url:
https://piernext.portdebarcelona.cat/en/economy/resourceeu-europe-strategic-autonomy-raw-materials-2026/


title: miningsee.eu: Europes critical raw materials projects from strategic designation to execution risk
node_name: EU Critical Raw Materials Act Execution Gap
created_at: 2026-04-15 21:34:30
url:
https://www.miningsee.eu/europes-critical-raw-materials-projects-from-strategic-designation-to-execution-risk/


node_name: EU Critical Raw Materials Act Execution Gap
created_at: 2026-04-15 21:34:30
url:
https://single-market-economy.ec.europa.eu/news/strategic-projects-critical-raw-materials-gain-momentum-second-selection-round-potential-funding-and-2026-01-19_en

title:
single-market-economy.ec.europa.eu: Strategic projects critical raw materials gain momentum second selection round potential funding and 2026 01 19 en


node_name: Gulf SWF Last-Oil Capital Race
created_at: 2026-04-15 21:34:30
url:
https://www.orfonline.org/research/mapping-gulf-sovereign-wealth-funds-in-the-global-energy-transition-capital-technology-and-diplomacy

title:
orfonline.org: Mapping gulf sovereign wealth funds in the global energy transition capital technology and diplomacy


title: agbi.com: Gulf wealth funds racked up 119bn of spending in 2025
node_name: Gulf SWF Last-Oil Capital Race
created_at: 2026-04-15 21:34:30
url:
https://www.agbi.com/analysis/finance/2026/01/gulf-wealth-funds-racked-up-119bn-of-spending-in-2025/


node_name: Green Hydrogen Electrostate Race
created_at: 2026-04-15 21:34:30
url:
https://pacforum.org/publications/pacnet-92-hydrogen-on-the-rise-navigating-chinas-electrolyzer-dominance-and-global-risks/

title:
pacforum.org: Pacnet 92 hydrogen on the rise navigating chinas electrolyzer dominance and global risks


title: moderndiplomacy.eu: War in iran tests the petrodollar as chinas yuan gains ground
node_name: Petroyuan Energy Currency War
created_at: 2026-04-15 21:34:30
url:
https://moderndiplomacy.eu/2026/04/04/war-in-iran-tests-the-petrodollar-as-chinas-yuan-gains-ground/


node_name: India-Russia Oil Discount Transition Arbitrage
created_at: 2026-04-15 21:34:30
url:
https://www.energypolicy.columbia.edu/qa-why-india-is-being-targeted-with-russian-oil-import-tariffs-and-what-it-will-mean-for-markets/

title:
energypolicy.columbia.edu: Qa why india is being targeted with russian oil import tariffs and what it will mean for markets


title: Bloomberg: Russia oil s unexpected staying power in india extends into 2026
node_name: India-Russia Oil Discount Transition Arbitrage
created_at: 2026-04-15 21:34:30
url:
https://www.bloomberg.com/news/articles/2026-01-27/russia-oil-s-unexpected-staying-power-in-india-extends-into-2026


title: Bloomberg: Saudi arabia s neom hydrogen project faces uncertainty over demand
node_name: Green Hydrogen Demand Gap
created_at: 2026-04-15 21:34:30
url:
https://www.bloomberg.com/news/articles/2025-05-22/saudi-arabia-s-neom-hydrogen-project-faces-uncertainty-over-demand


title: chemistryworld.com: 4023051
node_name: Green Hydrogen Demand Gap
created_at: 2026-04-15 21:34:30
url:
https://www.chemistryworld.com/news/clean-hydrogen-project-cancellations-point-to-narrower-future/4023051.article


node_name: OBBBA US Clean Energy Retreat
created_at: 2026-04-15 21:34:30
url:
https://nationalinterest.org/blog/energy-world/rollback-of-the-inflation-reduction-act-would-surrender-economic-primacy-to-china

title:
nationalinterest.org: Rollback of the inflation reduction act would surrender economic primacy to china


node_name: Africa-Gulf Minerals Third Pole
created_at: 2026-04-15 21:34:30
url:
https://www.brookings.edu/articles/unlocking-africas-critical-minerals-for-broad-based-prosperity-and-global-competitiveness/

title:
Brookings: Unlocking africas critical minerals for broad based prosperity and global competitiveness


node_name: Africa-Gulf Minerals Third Pole
created_at: 2026-04-15 21:34:30
url:
https://mcbgroup.com/insights/article/africa-and-the-global-minerals-race-china-rare-earth-controls-reshape-the-strategic-landscape

title:
mcbgroup.com: Africa and the global minerals race china rare earth controls reshape the strategic landscape


title: csis.org: Kazakhstans emerging civilian nuclear energy industry implications us strategic interests
node_name: Kazakhstan-Russia Uranium Axis
created_at: 2026-04-15 21:34:30
url:
https://www.csis.org/analysis/kazakhstans-emerging-civilian-nuclear-energy-industry-implications-us-strategic-interests


title: rusi.org: Catch 235 western dependence russian nuclear supplies hard shake
node_name: Kazakhstan-Russia Uranium Axis
created_at: 2026-04-15 21:34:30
url:
https://rusi.org/explore-our-research/publications/commentary/catch-235-western-dependence-russian-nuclear-supplies-hard-shake


node_name: AI-Nuclear Demand Spike
created_at: 2026-04-15 21:34:30
url:
https://debuglies.com/2026/01/30/the-ai-and-nuclear-convergence-sovereign-security-uranium-resource-forensics-and-escalatory-dynamics-2026-2036/

title:
debuglies.com: The ai and nuclear convergence sovereign security uranium resource forensics and escalatory dynamics 2026 2036


node_name: AI-Nuclear Demand Spike
created_at: 2026-04-15 21:34:30
url:
https://www.ainvest.com/news/kazakhstan-uranium-powered-ai-infrastructure-strategic-investment-opportunity-crossroads-energy-geopolitics-2508/

title:
ainvest.com: Kazakhstan uranium powered ai infrastructure strategic investment opportunity crossroads energy geopolitics 2508


title: ecofinagency.com: 2001 52073 for africa s green hydrogen dreams a reality check on scale and buyers
node_name: Green Hydrogen Electrostate Mirage
created_at: 2026-04-15 21:34:30
url:
https://www.ecofinagency.com/news/2001-52073-for-africa-s-green-hydrogen-dreams-a-reality-check-on-scale-and-buyers


node_name: Green Hydrogen Electrostate Mirage
created_at: 2026-04-15 21:34:30
url:
https://www.moroccoworldnews.com/2025/09/259353/moroccos-35-15-billion-green-hydrogen-gamble-ambitious-plans-amid-market-doubts/

title:
moroccoworldnews.com: Moroccos 35 15 billion green hydrogen gamble ambitious plans amid market doubts


title: macroanalytix.com: Ai copper supercycle 2026 data center energy bottleneck commodity deficit
node_name: Copper-AI-Clean Energy Triple Demand Convergence
created_at: 2026-04-15 21:34:30
url:
https://macroanalytix.com/p/ai-copper-supercycle-2026-data-center-energy-bottleneck-commodity-deficit


title: tomshardware.com: Ai data center buildout pushes copper toward shortages analysts warn
node_name: Copper-AI-Clean Energy Triple Demand Convergence
created_at: 2026-04-15 21:34:30
url:
https://www.tomshardware.com/tech-industry/ai-data-center-buildout-pushes-copper-toward-shortages-analysts-warn


title: usfunds.com: Ai data centers could consume half a million tons of copper annually by 2030
node_name: Copper-AI-Clean Energy Triple Demand Convergence
created_at: 2026-04-15 21:34:30
url:
https://usfunds.com/resource/ai-data-centers-could-consume-half-a-million-tons-of-copper-annually-by-2030/


title: unav.edu: Hydrogen and new energy politics from petro states to electro states
node_name: Green Hydrogen Electrostate Emergence
created_at: 2026-04-15 21:34:30
url:
https://www.unav.edu/web/global-affairs/hydrogen-and-new-energy-politics-from-petro-states-to-electro-states


title: netzerocircle.org: Beyond phosphates moroccos 32 5b green hydrogen play for global energy dominance
node_name: Green Hydrogen Electrostate Emergence
created_at: 2026-04-15 21:34:30
url:
https://www.netzerocircle.org/articles/beyond-phosphates-moroccos-32-5b-green-hydrogen-play-for-global-energy-dominance


node_name: Kazakhstan Uranium Pivot State
created_at: 2026-04-15 21:34:30
url:
https://www.cruxinvestor.com/posts/ai-driven-demand-growth-supply-constraints-signal-uranium-structural-repricing-in-2026

title:
cruxinvestor.com: Ai driven demand growth supply constraints signal uranium structural repricing in 2026


node_name: Nuclear-AI Baseload Demand Convergence
created_at: 2026-04-15 21:34:30
url:
https://carboncredits.com/2026-the-year-nuclear-power-reclaims-relevance-with-15-reactors-ai-demand-and-chinas-expansion/

title:
carboncredits.com: 2026 the year nuclear power reclaims relevance with 15 reactors ai demand and chinas expansion


node_name: Nuclear-AI Baseload Demand Convergence
created_at: 2026-04-15 21:34:30
url:
https://www.globalelectricity.org/global-uranium-market-surge-nuclear-revival-drives-28-demand-increase-by-2030/

title:
globalelectricity.org: Global uranium market surge nuclear revival drives 28 demand increase by 2030


node_name: Green Entente vs Axis of Petrostates
created_at: 2026-04-15 21:34:30
url:
https://nationalinterest.org/blog/energy-world/petrostates-and-electrostates-in-a-world-divided-by-fossil-fuels-and-clean-energy

title:
nationalinterest.org: Petrostates and electrostates in a world divided by fossil fuels and clean energy


title: ainvest.com: 2026 energy technology nexus nuclear renaissance powers ai revolution 2512
node_name: AI-Nuclear Power Moat
created_at: 2026-04-15 21:34:30
url:
https://www.ainvest.com/news/2026-energy-technology-nexus-nuclear-renaissance-powers-ai-revolution-2512/


node_name: AI-Nuclear Power Moat
created_at: 2026-04-15 21:34:30
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-4-8-nextera-energy-and-terrapower-announce-landmark-smr-partnership-to-fuel-google-and-microsoft-ai-data-centers

title:
markets.financialcontent.com: Marketminute 2026 4 8 nextera energy and terrapower announce landmark smr partnership to fuel google and microsoft ai data centers


title: world-nuclear.org: High assay low enriched uranium haleu
node_name: HALEU SMR Fuel Chokepoint
created_at: 2026-04-15 21:34:30
url:
https://world-nuclear.org/information-library/nuclear-fuel-cycle/conversion-enrichment-and-fabrication/high-assay-low-enriched-uranium-haleu


title: cnbc.com: Why trump wants greenland and what makes it so important for security
node_name: Greenland Arctic Minerals Doctrine
created_at: 2026-04-15 21:34:30
url:
https://www.cnbc.com/2026/01/07/why-trump-wants-greenland-and-what-makes-it-so-important-for-security.html


node_name: Greenland Arctic Minerals Doctrine
created_at: 2026-04-15 21:34:30
url:
https://www.chathamhouse.org/2026/01/if-trump-wants-2026-be-year-critical-minerals-collaboration-he-must-stop-imperialist-rhetoric-on-greenland

title:
chathamhouse.org: If trump wants 2026 be year critical minerals collaboration he must stop imperialist rhetoric on greenland


title: advisorperspectives.com: The end of the petrostate era wont bring peace
node_name: Petrostate Transition Chaos Window
created_at: 2026-04-15 21:34:30
url:
https://www.advisorperspectives.com/articles/2026/04/13/the-end-of-the-petrostate-era-wont-bring-peace


title: energycapitalpower.com: Morocco targets industrial leap in 2026 with minerals green hydrogen
node_name: Green Hydrogen Hydrostate Race
created_at: 2026-04-15 21:34:30
url:
https://energycapitalpower.com/morocco-targets-industrial-leap-in-2026-with-minerals-green-hydrogen/


title: europeanrelations.com: Green hydrogens new great game can europe compete in a china led race
node_name: Electrolyzer Manufacturing Race
created_at: 2026-04-15 21:34:30
url:
https://europeanrelations.com/green-hydrogens-new-great-game-can-europe-compete-in-a-china-led-race/


title: reutersevents.com: Europes electrolyzer firms fear chinas rapid expansion
node_name: Electrolyzer Manufacturing Race
created_at: 2026-04-15 21:34:30
url:
https://www.reutersevents.com/renewables/renewables/europes-electrolyzer-firms-fear-chinas-rapid-expansion


title: csis.org: Trumps deep sea mining executive order race critical minerals enters uncharted waters
node_name: Deep Sea Mining ISA Fracture
created_at: 2026-04-15 21:34:30
url:
https://www.csis.org/analysis/trumps-deep-sea-mining-executive-order-race-critical-minerals-enters-uncharted-waters


title: carnegieendowment.org: Can the drc leverage us china competition over critical minerals
node_name: DRC Conflict-Minerals Security Trap
created_at: 2026-04-15 21:34:30
url:
https://carnegieendowment.org/research/2025/03/can-the-drc-leverage-us-china-competition-over-critical-minerals?lang=en


node_name: DRC Conflict-Minerals Security Trap
created_at: 2026-04-15 21:34:30
url:
https://afripoli.org/from-minerals-to-influence-resource-for-security-deals-reshaping-power-dynamics-in-africa

title:
afripoli.org: From minerals to influence resource for security deals reshaping power dynamics in africa


title: nrdc.org: Transition fuel illusion how 2025 exposed limits global natural gas expansion
node_name: LNG Infrastructure Transition Trap
created_at: 2026-04-15 21:34:30
url:
https://www.nrdc.org/bio/shruti-shukla/transition-fuel-illusion-how-2025-exposed-limits-global-natural-gas-expansion


node_name: CATL-BYD Battery Manufacturing Duopoly
created_at: 2026-04-15 21:34:30
url:
https://carboncredits.com/china-now-controls-69-of-the-global-ev-battery-market-as-catl-and-byd-surge-in-2025/

title:
carboncredits.com: China now controls 69 of the global ev battery market as catl and byd surge in 2025


node_name: Wright's Law Clean Energy Deflation
created_at: 2026-04-15 21:34:30
url:
https://energyaccess.duke.edu/the-secret-of-the-energy-transition-why-solar-will-reshape-global-politics-and-be-bad-for-putin/

title:
energyaccess.duke.edu: The secret of the energy transition why solar will reshape global politics and be bad for putin


node_name: Wright's Law Clean Energy Deflation
created_at: 2026-04-15 21:34:30
url:
https://www2.project-syndicate.org/commentary/wrights-law-will-reduce-clean-energy-costs-faster-by-anand-gopal-2022-09

title:
www2.project-syndicate.org: Wrights law will reduce clean energy costs faster by anand gopal 2022 09


title: about.bnef.com: Progress despite fragmentation the energy transition to 2030
node_name: Cascading Energy Tipping Points
created_at: 2026-04-15 21:34:30
url:
https://about.bnef.com/insights/clean-energy/progress-despite-fragmentation-the-energy-transition-to-2030/


node_name: Cascading Energy Tipping Points
created_at: 2026-04-15 21:34:30
url:
https://www.worldenergy.org/news-views/entry/2026-world-issues-monitor-geopolitics-not-economics-the-key-driver-of-change-in-turbulent-energy-landscape

title:
worldenergy.org: 2026 world issues monitor geopolitics not economics the key driver of change in turbulent energy landscape


title: bpr.studentorg.berkeley.edu: Why countries are taking back control of critical minerals
node_name: Resource Nationalism Electrostate Paradox
created_at: 2026-04-15 21:34:30
url:
https://bpr.studentorg.berkeley.edu/2026/03/04/why-countries-are-taking-back-control-of-critical-minerals/


node_name: Resource Nationalism Electrostate Paradox
created_at: 2026-04-15 21:34:30
url:
https://www.irreview.org/articles/2025/5/15/resource-nationalism-in-the-lithium-triangle-analyzing-the-investment-environment-for-chinas-projects-in-the-lithium-industry

title:
irreview.org: Resource nationalism in the lithium triangle analyzing the investment environment for chinas projects in the lithium industry


node_name: Indonesia Nickel Downstream Model
created_at: 2026-04-15 21:34:30
url:
https://www.zimeye.net/2026/04/14/resource-nationalism-zimbabwes-lithium-gamble-in-the-shadow-of-indonesias-nickel-success/

title:
zimeye.net: Resource nationalism zimbabwes lithium gamble in the shadow of indonesias nickel success


title: bisi.org.uk: Moroccos green hydrogen ambitions redefining north africas energy future
node_name: Green Hydrogen Euro-Africa Energy Corridor
created_at: 2026-04-15 21:34:30
url:
https://bisi.org.uk/reports/moroccos-green-hydrogen-ambitions-redefining-north-africas-energy-future


node_name: Green Hydrogen Euro-Africa Energy Corridor
created_at: 2026-04-15 21:34:30
url:
https://trendsresearch.org/insight/green-hydrogen-corridors-between-north-africa-and-southern-europe-a-pathway-to-energy-transition-and-decarbonization/

title:
trendsresearch.org: Green hydrogen corridors between north africa and southern europe a pathway to energy transition and decarbonization


title: cirsd.org: The new geopolitics of energy between petrostates and electrostates
node_name: 2030-2035 Petrostate Sovereignty Crisis
created_at: 2026-04-15 21:34:30
url:
https://www.cirsd.org/en/horizons/horizons-autumn-2025--issue-no32/the-new-geopolitics-of-energy-between-petrostates-and-electrostates


node_name: Indonesia Nickel Downstreaming Test Case
created_at: 2026-04-15 21:34:30
url:
https://moderndiplomacy.eu/2025/07/10/indonesias-nickel-nationalism-sustainability-sovereignty-and-strategic-industrialism/

title:
moderndiplomacy.eu: Indonesias nickel nationalism sustainability sovereignty and strategic industrialism


