The hot war environment continues, with a Trumpian Eye-Raan on the anvil. Oil and Gas prices will spike and eventually reduce, giving renewables a tough run. Power Geopolitics is back for good, will be the case even after the mid terms. Geopolitical consultants will laugh their way to the bank while sustainable buys will struggle unless it is a resilience play, and where it structures financing to the places, capital is needed the most.
Great power struggles will frame how we think about transaction risk.
Change Thinker 