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▶ 28:00 · Geopolitics & Trade · Geopolitical polarization and protectionism slow energy transition by raising clean tech costs

now playing · Geopolitics & Trade

Energy & Power Generationmixedscore 7/10wael sawan

Integrated majors should partner not own pure renewable generation

Pure solar/wind generation lacks the complex systems integration and big-project management where integrated energy companies have competitive advantage. Shell tried renewable generation in…

Energy & Power Generationtailwindscore 8/10wael sawan

Gas demand grows through 2040s as coal replacement and renewables backup

Gas has a structural growth runway through the 2040s driven by coal-to-gas switching in Asia and the need for firming capacity to back up intermittent renewables. Oil products demand peaks…

AI Bubble / Capex Debatetailwindscore 6/10wael sawan

Generative AI and crypto mining create unexpected energy demand growth

New compute-intensive workloads (generative AI, crypto mining) are adding incremental electricity demand that was not forecasted in transition models just a few years ago, supporting oil an…

Geopolitics & Tradeheadwindscore 8/10wael sawan

Geopolitical polarization and protectionism slow energy transition by raising clean tech costs

Over 50% of EVs and renewable deployment occurs in China due to <$10k EVs and cheap solar panels. Western protectionist measures (tariffs, local content rules) will force higher-cost local…

Grid & Power Infrastructureriskscore 7/10wael sawan

Renewables intermittency drives structural energy volatility impacting cost of living and politics

As renewables share grows, intermittency creates inevitable price volatility. Recent post-Ukraine volatility showed cascading effects from cost of living to voting patterns. This volatility…

Nuclear Energytailwindscore 5/10wael sawan

Shell CEO signals interest in fusion nuclear as long-term energy solution

Sawan explicitly states he wants to 'get a lot more understanding of fusion nuclear and where that is going,' indicating Shell is monitoring fusion as a potential future energy vector. This…

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