The next race is not for liquid fuels. It is for cheap electrons.
The global evidence shows electrification is no longer a distant or marginal pathway. The deployment of solar and batteries now represents the fastest energy shift in human history. This is not simply an emissions story; it is a manufacturing, learning-curve and capital-allocation story in which each deployment builds supply-chain capability and contributes to lower costs.
Ray Wills, Peter Newman & Howard Buckley
https://thepoint.com.au/opinions/260928-the-next-race-is-not-for-liquid-fuels-it-is-for-cheap-electrons
28 Sep 2026