Engineering the Global Energy Transition: Sovereignty Struggles and Investment Opportunities by 2027
Engineering the Global Energy Transition: Sovereignty Struggles and Investment Opportunities by 2027 Prepared by : International Consultant Amir Ben Ghorbel Kaiser Consulting and Services Executive Summary In 2026, the world is undergoing a profound shift from hydrocarbon-based geopolitics to a new order defined by critical minerals and electrons . This transformation redefines national sovereignty : control over supply chains for critical minerals and green hydrogen is now essential for economic and political security. Investment opportunities are concentrated in: Critical minerals ( lithium , nickel , cobalt ). Chemical recycling technologies to reduce dependence on primary mining. Green hydrogen and green ammonia as key drivers for heavy industry and energy trade. Market Analysis and Key Facts 1 Critical Minerals Demand for lithium, nickel, and cobalt is expected to increase 8–10 times by 2030. China currently controls over 80% of refining and processing capacity, c...