China's dominance over critical mineral processing creates significant supply chain and geopolitical risk.
Long lead times for new mining and energy infrastructure projects (e.g., 15+ years for copper) are mismatched with the urgent, short-term power demand from AI.
Increased volatility in the power sector as its investment cycle becomes tied to the sentiment of the AI and technology markets.
Global political and economic uncertainty stemming from a shift in U.S. foreign policy and ongoing major conflicts.
Opportunities Identified
Massive capital investment in the power sector, driven by the urgent needs of AI data centers.
Accelerated development and deployment of diverse energy sources, including natural gas, nuclear, and geothermal.
Unprecedented potential for technological innovation and productivity gains if geopolitical and policy frameworks can foster it.