Vijay Jayaraj

Nations once relegated to the margins of economic discourse are now sprinting toward prosperity, their trajectories propelled by a single, unifying force: energy. Energy is indispensable. From the huge AI data centers in the U.S. to the mega-scale manufacturing factories in China, affordable and dependable energy supplies make all the difference between living and thriving. […]

A new report from McKinsey & Company, the “Global Energy Perspective,” lays bare what many of us – dismissed as “climate deniers” – have been asserting all along: Coal, oil and natural gas will continue to be the dominant sources of global energy well past 2050. The McKinsey outlook for 2025 sharply adjusts prior projections.

The U.S. and Japan are shedding the paralysis of irrational climate policies with a strategic pact covering rare-earth minerals, critical components for semiconductors and next-generation nuclear reactors.  Forged through the leadership of two no-nonsense politicians – President Donald Trump and Japanese Prime Minister Sanae Takaichi – the clear-eyed agreement abandons more than a decade of energy uncertainty that was marked by unpredictable supply chains, unrealistic net-zero pledges and overreliance on unreliable wind and solar energy. This rightly places  energy and industrial strategy at the

For decades growth strategies in poorer countries of the Global South – Asia, Africa and South America – leaned heavily on energy-intensive industries powered by fossil fuels and, in a handful of cases, by nuclear power. Cities grew, factories rose, exports surged, poverty declined.   This growth slowed under the weight of decarbonization dogma and financial