The Iran War and the Energy Transition's Missing Math

The Iran conflictopens in a new tab has delivered an uncomfortable reminder that energy is not an environmental talking point but a matter of national survival. Nations without reliable, affordable energy do not just struggle economically. They become vulnerable.

Yet even as missiles fly and shipping lanes tighten, the green energy chorus is back at the microphone, insisting this is finally the moment the world abandons fossil fuels for wind turbines and solar panels. Some lessons, apparently, are harder to learn than others.

Today, fossil fuels supply more than 86% of the world's primary energy. After decades of aggressive renewable investments, green mandates, subsidies, and relentless political pressure, the needle has barely moved.