Energy Intelligence
Geopolitics and Energy: Navigating a Changing World
Geopolitics and Energy: Navigating a Changing World
Thu, May 29, 2025
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The international geopolitical and economic order is changing. So, too, is the global energy system. These two trends are interdependent: Geopolitics is affecting the pace and shape of the energy transition, and the energy transition is recasting the international order.
In this special report, Energy Intelligence explores how the energy transition is changing alliances, recalibrating trading patterns and supporting the rise of new powers. We consider whether the geopolitical reordering will speed or slow the transition. And we examine the strategic divergence of China, the EU and US as they respond to these intersecting trends. Finally, we offer specific recommendations to help companies, investors and governments navigate the increasingly complex geopolitics of energy.
Key components of the report:
- Part 1: Restructuring the World Order
- Part 2: A Strategic Divergency – China, Europe and the US
- Part 3: Low-Carbon Geopolitics – Technology, Realignment and Sovereignty
- Part 4: Recommendations
