09/06/2026
Every major geopolitical conflict eventually becomes an energy story.
Wars disrupt supply chains, fuel markets, shipping routes, commodity pricing, and infrastructure investment cycles.
And today, green energy is no exception.
The clean energy transition depends heavily on global supply chains for:
* Lithium
* Rare earth minerals
* Solar modules
* Battery components
* Semiconductors
* Transmission equipment
When geopolitical instability rises, these supply chains become vulnerable.
The result?
→ Higher renewable project costs
→ Delayed infrastructure deployment
→ Investment uncertainty
→ Increased dependence on domestic manufacturing
