America’s risky bet on hydrocarbons might hurt it in the AI race
US strategy could be costly in terms of higher electricity prices, increased water stress and potential food insecurity
US strategy could be costly in terms of higher electricity prices, increased water stress and potential food insecurity

Repeated cost shocks make a transition to cleaner energy critical

Spiralling electricity demand threatens to hold the US back in its technological race with China

A succession of US foreign policy choices has destabilised the oil industry

Doubling down on fossil fuels threatens to leave the US floundering in the AI race with China

A supply crunch in giant turbines for gas-powered plants threatens environmental and geopolitical consequences

A growth plan of renewable energy and diversified trade is far better than guzzling fossil fuels and aligning with the US