“The art of living is more like music than dancing” (Marcus Aurelius).
Wait until Putin invades Ukraine in 2022 energy transition He was extremely focused on the fight against climate change.
I think there was a certain obsession. As long as I can fight contamination, it can’t be healthy to live in a city plagued by the hum of exhaust pipes. But I was more concerned about the dictates of oil and limited fossil fuels, when Spain could supply all of Europe with renewables.
The scenario has completely changed, now we can openly talk about nuclear power and defense sector (others banned now).
And of course, the energy transition is not an issue woke upit is also necessary to meet the energy demand of data centers and In a fragmented world, it is urgent to be energy independent.
Other JP MorganThe global energy landscape is currently divided into two realities: a structural transition that is leading to a recovery that is progressing slowly, and an immediate geopolitical shock that has undermined the security of nations.
The real rhythm of decarbonization: if we consider the energy that is actually connected to the user (excluding the heat wasted by fossil engines), we see that the transition is linear, but slow. Mientras Europa leads with a significant lead, EEUU maintains average, show that replacing fuses is a task of decades, not years:
The Great Oil Shock of World War II: The Crisis of 2026 is Historic. With a government disruption of 20% and excess capacity of 0%, this event exceeds the severity of the crises of 1973 and 1990. The vulnerability is that production resources are not available in the global market:
The quiet saver is efficiency. The good news is that the world now needs 50% less oil to achieve the same result as in 1990. Thanks to better engines and LED lighting, economic growth has partially offset fossil fuel consumption:
When it comes to energy isolation, who will survive better? The “Islamic Factor” shows that countries such as China (76%) and South Africa (79%) are highly protected by their domestic carbon.
In contrast, countries such as Italy, Japan and Korea are in the area of maximum risk, p low protection from import court.
Spain is a perfect example of this structural vulnerability: although red electricity thanks to renewable sources depends on only 20% of fossil fuels, our total energy consumption depends on 70% of fossil fuels, which are imported in total (100% oil and gas, 99% carbon).
30% of the “protection” that Spain has comes exclusively from low-emission technologies: 23% from renewables and 7% from nuclear power.
To avoid domestic production of gas or coal (0% in both cases), we take care of the traditional gas buffers that other countries use in geopolitical events such as the Straits of Hormuz or drastic price shocks in international markets:
The voraciousness of artificial intelligence: electricity demand projects in the north of the EEUU disappeared through data centers. Only the companies announced by OpenAI claim 30.5 GW, a figure equivalent to 75% of all nuclear capacity built in the EEUU golden era:
The extent of China’s capacity: the Asian giant produces 75% of the world’s solar panels, but its production capacity doubles the actual output. This excess capacity in the low-cost technology market, but at a price negative margins who discredit their own solar companies:
The following image is the demolisher. There is an “East vs. East” nuclear divide: while China builds nuclear power plants in less than six years at minimal cost, the projects in EEUU and Europe are 15 years old and still three times as many megawatts. The West has lost its muscle memory of nuclear construction:
The data for 2026 shows a world that has become effective, but whose stability follows the slope of the geopolitical dimension. Artificial intelligence and electrification dominate demand, while control over the phases of renewable energy sources creates a new form of energy dependency:
As the 2026 data shows, energy poverty is not a climate option, but the only way to avoid darkness in the new world order.
Bernardo Houssay, Argentinian Nobel laureate in medicine, said that “Science is not just a herramienta de conocimiento, it is instrument of people’s independence”.
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