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Index/Topics/Clean energy transition

Clean energy transition

The global transition to clean energy, including the role of China and the impact of geopolitical competition.

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Jan 16, 2026
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Which historical commodity markets (e.g., lithium, rare earths) show similar transitions from paper pricing to physical-driven price discovery, and what lessons apply to silver?

Several commodity markets have shifted or oscillated between “paper” pricing dominated by futures, indices and financialized instruments and periods where physical fundamentals—inventory, deliverable ...

Feb 3, 2026

What's going on with global warming

is not an abstract future risk but an accelerating, measurable reality: the past three years rank among the hottest on record and scientists warn 2026 is likely to be one of the four warmest years eve...