A new GeoTechNexus research series on power, energy, and the high-tech economy.
Electricity availability, grid reliability, power management and access to critical materials have become strategic variables — reshaping where fabs are built, where AI clusters cluster, and which nations get to lead. Subsidies, export controls, friend-shoring and mineral restrictions are breaking up supply chains once organised around efficiency, and rebuilding them around political trust.
Across 12 installments, Founder and Principal Analyst Bolaji Ojo examines the five interlocking struggles — generation, distribution, devices, materials, and policy alignment — that will decide the next hierarchy of technological power.
Start with the Executive Summary.
