Grid War: How Geopolitical Anxiety and Cyberattacks Drive the Move to Home Solar Energy
Two distinct historical eras have long dominated the narrative surrounding the global clean energy transition. The first, spanning from 1970 to 2010, was defined by environmental idealism and moral imperatives. The second, running roughly from 2006 through 2024, was driven by raw market economics—fueled by plunging equipment costs and tax incentives. Both eras achieved critical structural […]
The Green Grid’s Hidden Backdoors: A Geopolitical Infrastructure Reckoning
The clean energy revolution is fundamentally changing the global power dynamic, but it has introduced a silent, critical vulnerability: the software running our new, decentralized infrastructure often answers to someone else. In my latest column for Forbes, I take a deep dive into what I call the “Infrastructure Reckoning.” As Western nations accelerate the shift […]
The Baseload Delusion: Why 24/7 Renewables Shift the Geopolitical Risk Calculus
For decades, the dominant narrative in energy security has been anchored to a single, unyielding premise: intermittent renewables are a secondary luxury, and reliable, 24/7 “baseload” power belongs exclusively to fossil fuels. That framework is officially obsolete. Data from the International Renewable Energy Agency (IRENA) introduces a critical new benchmark—the Firm Levelized Cost of Electricity […]
The $1 Trillion AI Bottleneck: Why the Grid is the New National Security Frontline
In my latest reporting for Forbes and Yahoo Finance, I explored a concept I call the “Geopolitical Tax.” It is the hidden cost of our aging infrastructure, and it’s about to collide head-on with the AI revolution. America is currently racing to deploy $1 trillion in AI-driven capital over the next decade. But there is […]
Clean Energy Traverses Through Some Dangerous Waters
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 […]
Why the Iran War is a Stress Test for Green Energy | Ken Silverstein
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 […]