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Welcome to the first installment of our four-part newsletter series, The Geopolitical Influence of Hydrogen. Over the next few weeks, we’ll explore how hydrogen is reshaping international relations, energy security, and trade. In today’s edition, we examine hydrogen’s growing role in energy diplomacy, its potential to replace natural gas, and its impact on industrial and…

Renewable energy is booming, but there’s an often-overlooked challenge standing in the way: our aging power grids. While solar panels and wind farms are expanding at record speed, the real bottleneck isn’t energy generation—it’s transmission. In 2025, governments and grid operators around the world are rolling out massive infrastructure upgrades to ensure electricity remains reliable,…