Energy Transition, AI, and Geopolitics

Why the Iran War is a Stress Test for Green Energy | Ken Silverstein

By Ken Silverstein • March 25, 2026 • Filed in: Energy

cargo ship navigating narrow strait mountains twilight energy security, AI generated

While the world watches the Strait of Hormuz for oil spikes, a quieter crisis is unfolding for the green energy supply chain. As I discussed recently on Al-Ahad TV, the minerals powering our net-zero future travel the same volatile routes as crude oil and natural gas.

This isn’t just a story about shipping delays; it’s a structural threat to net-zero goals. As I noted in my recent Forbes analysis, the world has spent 50 years building strategic oil reserves, but we have no such safety net for the critical minerals that define the green energy era. If the Strait of Hormuz remains a chokepoint, the transition to renewables inherits the same geopolitical vulnerabilities as the fossil-fuel era.

Read the story in Forbes here. 

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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.