The New Map: Energy, Climate, and the Clash of Nations
My notes
Jun 12, 2026 Deep Dive 26 min
Five Maps and a Warning: Energy Geopolitics and the Realignment of Power
Yergin's cartographic method—shale, Malacca, path dependence—and why the AI race is an energy and supply-chain story.
Mar 18, 2026 Deep Dive 7 min
AI × Energy: Powering the AI Revolution
Watts, wires, and who controls the stack—not the headline model.