April 8, 2026
Geopolitics, Energy Prices, and Carbon Policy: Will Conflict with Iran Reshape U.S. Climate Strategy?
Escalating tensions between the United States and Iran are reverberating far beyond the immediate theater of armed conflict. Energy markets have responded quickly, with oil and gas prices rising amid concerns over supply disruptions in the Middle East. But as recent commentary underscores, this moment is not simply another geopolitical flashpoint. It reflects a deeper structural reality: the global economy is caught in a molting phase of an incomplete energy transition. Against this backdrop,...