THE PERMANENT ENERGY WAR. Fossil fuel dependence, geopolitical shocks and the limits of the green transition (LA GUERRA ENERGÉTICA PERMANENTE Dependencia fósil, choques geopolíticos y los límites de la transición verde)
Political Analysis Report This report uses the crisis Iran war) as a lens through which to examine a structural reality that the conflict has made suddenly visible, but which has been building for decades. Despite forty years of climate commitments, falling renewable costs and record clean-energy investment, fossil fuels still accounted for eighty-six per cent of global energy consumption in 2024 — the same share as in 1984. The Persian Gulf, with over half the world's proven oil reserves and a single sea outlet at Hormuz, remains the indispensable node of a system that has never found a durable alternative. The bypass capacity around the strait covers, at best, one quarter of normal flows; the remaining fifteen million barrels per day have nowhere else to go. English version of the document at this link (PDF 22 pages) Informe de análisis político Este informe utiliza la crisis como lente a través de la cual examinar una realidad estructural que el conflicto ha...