The energy transition stalls

Window: 13 Oct 2031 – 13 Oct 2041

LevelBuilding

What this is

Scale-up of low-carbon generation + storage decelerates below IEA-STEPS baseline due to permitting, grid-interconnect, critical-mineral, or political-capture bottlenecks. Fossil-fuel reserves retain pricing power; climate predictions revise warmer.

What to watch

  • sustained interconnection queue growth without clearancesteady
  • critical-mineral supply constraint pricingsteady
  • clean-energy permit timelinessteady

Cycles that can trigger it

Predictions that turn on it

No predictions mapped yet

Live predictions attach to this moment as the model identifies dependencies.

Historical precedents

  • sustained interconnection queue growth without clearance
  • critical-mineral supply constraint pricing
  • clean-energy permit timelines
  • renewables deployment vs plan
  • fossil-fuel reserve retention + capex trajectory
  • policy-rollback events in major markets
Model notes (framework)
The internal taxonomy for pressure moments and their triggering mechanics is documented at the method.