The rare earth crisis exposed one uncomfortable truth: you cannot base a “clean energy transition” on materials you refuse to produce under your own laws.
The rare earth crisis exposed one uncomfortable truth: you cannot base a “clean energy transition” on materials you refuse to produce under your own laws.
Western clean energy and AI supply chains rely on Chinese rare earth sacrifice zones, exporting radioactive waste, poisoned water and illness.
How Asset Managers, Ratings Agencies, Consultants, Lawyers, and Regulators Turned Environmental Offshoring Into a Fee Stream, and Why No One Will Probe Them
How Siemens, Volkswagen, and Eight Other European Companies Profit from the Supply Chain Crimes They Refuse to Acknowledge
Subsidies and mandates masked losses until GM’s electric vehicle retreat followed Big Oil’s pattern: costly green bets, then fossil fuel recovery.
It traces how environmental concern became a consulting-driven crisis industry, extracting an estimated $369.4 billion through projects built to fail.
AI data centers need constant baseload power, and U.S. shale gas may decide who leads as global electricity demand heads beyond 1,000 TWh.
Asset managers, ratings firms and consultants turn climate mandates into durable fees, while emissions and strategic resilience lag.
I do not arrive at the defense of major oil companies naturally.
A Follow-Up Analysis to “A Tale of Three Climate Change Dupes: UK, Germany, and Japan”