Article
May 5, 2026
Semafor: The Largest Energy Crisis in Modern History Is Only Beginning

In his recurring Semafor column, Secretary Kerry describes the current energy shock as the start of a longer-term shift toward energy sovereignty, with resilience, domestic supply, and system control as key drivers.
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May 19, 2026
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Whitepaper
AI, electrification, and industrial reinvestment are driving a structural shift toward a more capital-intensive economy — one where returns increasingly accrue to the scarce physical infrastructure, labor, and systems required to support intelligent growth.