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Clean Energy Transition & Grid ReliabilityElectrification, renewables integration, and security during transition.
Climate Targets vs Energy AffordabilityWhen transition costs collide with household bills and industrial competitiveness.
Critical Minerals, China & Supply ChainsProcessing concentration, friend-shoring, and industrial dependencies.
Energy Security, Oil & Gas Shock RiskStrategic stocks, Russian supply shifts, and crisis coordination.
Nuclear Power, Electrification & Industrial DemandBaseload debates, SMRs, and rising electricity hunger from industry and AI.