WEF Strategic Intelligence · Ideas & Institutions
TIER 4 Thu, 07 Aug 2025 07:04:37 -0600
A selection of expert recommendations curated for you
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| Recommended reads from Strategic Intelligence experts
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**Dear Shu,** We are pleased to introduce you to Geraldine Wessing, Chief Political Analyst at Shell who has curated a collection of insightful articles, tailored specifically for you.
Political and societal shifts are evident today as countries strive to deliver a new era of economic growth, ensure energy security and address climate change. Will artificial intelligence technologies accelerate the energy transition, or will their impact be constrained within the context of geopolitical and societal tensions?
While the focus of decision-makers may seem to currently gravitate toward national priorities of economic growth and energy security, the **Shell Scenarios Team** argue that a key consideration regarding the future policy landscape is to recognize there is **no scenario where climate is off the agenda**. The changes that are becoming apparent in global weather patterns as the climate shifts give rise to growing pressures on policy makers and society to respond. And they do so in all **The 2025 Shell Energy Security Scenarios** ,** ** but in different ways. The addition of advanced technologies challenges us not only to deepen our understanding of the economic growth (and with it, energy demand) they can help unleash, but also understand how they can accelerate the global decarbonization momentum further.
We hope you find these articles engaging and valuable as you explore the key developments and opportunities in the shift toward cleaner, renewable energy.
| Energy Transition: Expert's picks
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Energy and AI
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This report by the International Energy Agency asserts that in recent years, artificial intelligence (AI) has soared to the top of the political and business agenda. Once a mostly academic pursuit, it has evolved into an industry with trillions of dollars at stake. Despite significant uncertainties, it is now very clear: AI is coming. In many sectors, it is already here. This has major consequences for the global energy sector. There is no AI without energy - specifically electricity. At the same time, AI has the potential to transform the sector's future. However, according to the IEA, policy makers and the market have often lacked the tools to fully understand these wide-ranging impacts
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The 2025 Energy Security Scenarios | Shell Global
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In The 2025 Energy Security Scenarios: Energy and artificial intelligence, Shell reimagines their Archipelagos and Horizon scenarios in the context of a world using AI. They have also added a third scenario, Surge, which explores the prospect of a new wave of economic growth driven by productivity improvements catalysed by AI. In Archipelagos, technology development is hampered by global concerns about resource, border and trade security. Horizon takes a normative approach aimed at a world that achieves two key things: net-zero emissions by 2050 and global warming limited to 1.5°C by the end of the century.
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The energy transition is not a rival of energy security' | World Economic Forum
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At the World Economic Forum Annual Meeting 2025, experts discussed headwinds facing the energy transition. While the world has made significant advances in the energy transition over recent decades, last year alone, almost $2 trillion was invested globally in clean energy technologies, 2025 arrives as something of an inflection point. Many analysts say the energy transition won't slow down. Yet at the same time, geoeconomic factors increasingly threaten to change the course of the transition, with countries including the US scrutinizing the economic value and national security benefits of investments and geopolitical competition increasingly defining the energy landscape. This report by the WEF assesses this tension and asserts that energy security is not necessarily counterproductive to pushing forward the energy transition.
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Explore Strategic Intelligence: Energy Transition
Energy consumption and production account for about two-thirds of global greenhouse gas emissions, and 81% of the global energy mix is still based on fossil fuels - a percentage that has not budged in decades. A transition to a more inclusive, sustainable, affordable, and secure global energy system is imperative. This must be done while balancing the "energy triangle": security and access, environmental sustainability, and economic development. And it must also now be done in a way that accounts for the impact of significant geopolitical friction. Public-policy and private-sector responses may affect the speed and shape of the energy transition to a zero-carbon-emissions future for years to come.
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