Energy Transition, AI, and Geopolitics

Clean Energy Traverses Through Some Dangerous Waters

By Ken Silverstein • April 28, 2026 • Filed in: Energy

Map of global energy chokepoints and maritime shipping lanes in the Red Sea and Strait of Hormuz, illustrating supply chain risks for the green energy transition.Is the green transition just trading one geopolitical risk for another?

For decades, energy security meant oil pipelines and the Strait of Hormuz. As we pivot to renewables, the map is changing—but the chokepoints aren’t disappearing.

My latest column for the Boston Herald (marking 4 weeks of consecutive coverage!) dives into the “Geopolitical Tax” of the net-zero era. While solar and wind are “fuel-free,” the critical mineral supply chains and maritime trade routes required to build them remain concentrated in volatile regions. @InsideSources @bostonherald

From the Red Sea to the South China Sea, the path to a clean energy future still runs through the same contested waters. If we don’t prioritize supply chain resilience, we aren’t gaining independence—we’re just shifting the target.

Is the US doing enough to secure the green energy supply chain? Yes/No/It’s Complicated

#EnergyTransition #Geopolitics #SupplyChain #NationalSecurity #BostonHerald #InsideSources #CriticalMinerals #EnergySecurity

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  • Recipient of the ASBPE Gold Award for Outstanding Web Commentary and the MIN Online “Most Intriguing People in Media” honor. Senior Contributor at Forbes with nearly 30 years of energy and climate reporting experience.