Let me put it plainly. If it takes something as extreme as war to speed up the energy transition, then we need to seriously question how capital has been deployed up to now. That question might sound simple, but it slices through years of carefully constructed narratives around ESG, sustainability reporting, and all the polished language about long-term thinking. What we are beginning to see is not that markets misunderstood climate risk. They misunderstood time itself, the urgency of the moment, and just how fragile the system really is.
learn more
