Energy in the Great Split
Report
May 22, 2026
Global energy markets are fragmenting as geopolitical rivalry, contested supply chains and strategic competition reshape how energy is sourced, traded and secured. This new report from Sibylline explores how simultaneous pressure on affordability, security and sustainability is forcing governments and businesses into difficult trade-offs – from instability around the Strait of Hormuz to Europe’s dependence on US LNG and Chinese-controlled renewable supply chains. The report argues that energy risk is now as much a strategic issue as an economic one, with major implications for resilience, investment and long-term competitiveness.
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