The Great Stall: Why Record Energy Investment Is Failing to Deliver Decarbonization

Global energy transition momentum has structurally stalled despite record $2.3 trillion investment, as transition readiness declined for the first time in over a decade. The shift is no longer merely technological but a geopolitical struggle between emerging 'electro-states' and defending 'petro-states', with AI demand and infrastructure bottlenecks accelerating systemic friction.