Green energy transition is our generation's 'war effort' | Letters

The Green Energy Transition: A ‘War Effort’ for Our Generation

The phrase “war effort” carries an immense weight. It conjures images of national unity, rapid industrial mobilization, and a shared, all-consuming purpose. It is perhaps no surprise, then, that this intense language is increasingly being adopted to describe the global pivot away from fossil fuels and toward a clean energy future.

The scale of the task is truly monumental. The goal is nothing less than rewiring the global economy, and the latest figures prove that the world is indeed mobilizing on a wartime scale. According to the International Energy Agency, overall global energy investment in 2025 is projected to reach $3.3 trillion, with clean technologies attracting more than twice the capital that flows into fossil fuels, hitting $2.2 trillion. This year alone, investment into new renewable energy projects reached a record $386 billion in the first half.

The sheer velocity of this shift is visible in our power grids. For the first time on record, renewable energy sources combined—driven primarily by solar and wind—generated more electricity globally than coal during the first half of 2025. In fact, the growth in solar and wind has been so dramatic that it met all new electricity demand worldwide over the first three quarters of the year.

The Battlegrounds of Progress

Yet, like any vast, complex effort, the transition is far from a straight line. Progress is highly uneven, creating new geopolitical and economic battlegrounds. China, for instance, accounted for roughly two-thirds of all additional solar, wind, and electric vehicle sales globally since 2022. Meanwhile, in other major markets like the United States, significant policy reversals have led to a noticeable slowdown in the pace of deployment in some sectors, including the cancellation of nearly $540 million in climate-related grants in one state alone. This highlights a stark reality: the energy transition is not just a technological race, but a continuous political and regulatory struggle.

Another major challenge is the literal infrastructure of this new energy system. Experts repeatedly point to the need for massive, urgent investment in new electricity grids and storage capacity. Currently, vast amounts of potential solar and wind capacity are sitting idle, simply waiting for the grid connections that are delayed by bureaucracy and a lack of investment.

Beyond the Dollars and Megawatts

The “war effort” analogy also reveals itself in the high-stakes issue of critical minerals. These materials, like lithium and cobalt, are essential for the batteries that power electric vehicles and grid storage. There is a growing, uneasy tension as some Western governments, including the US, have chosen to heavily stockpile these same minerals for national security and military reserves, which directly reduces the available supply for civilian green technology manufacturers. This presents policymakers with an uncomfortable choice: missiles or electric buses, a true sign of a transition facing deep strategic conflicts.

The green energy transition, then, is a “war” of two fronts. One is a battle against the physics of climate change, where the world is showing remarkable signs of speed and innovation. The other is a complex struggle against entrenched interests, infrastructure bottlenecks, and competing geopolitical priorities. It is a long game, demanding not just financial commitment, but the unwavering focus and determination that only a true collective mobilization can sustain.

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