2026 Iran War
The War and the Energy Transition
The Iran War it is hitting energy markets hard. Will that affect the energy transition?
The Iran War has been a big shock to the global energy system. It’s natural to wonder what the long terms will be. What it will lead to an orgy of oil and gas drilling, or will it speed up the energy transition? There are enormous uncertainties, and making confident predictions would be a clear mistake. In this post, I’ll try to unpack some of the issues and offer a semi-educated gas about the answers.
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