@intlmandotcom “That’s because the US government’s obscene spending and skyrocketing debt” … and exacerbated by huge tax cuts for the downtrodden billionaire class!
This is my last energy transition song of 2025.
Not climate commentary — an industrial, material & geopolitical synthesis set to music.
2025 was the year the transition became physical.
This isn’t ideology. It’s arithmetic. 🎶 #Lithium #Solar #LFP #EnergyTransition #Wind #BESS
“2025: The Energy Transition Is Arithmetic” — Full Lyrics
This is 2025 — no banners, no pleas
No climate sermon, no enemies
This is the energy transition, stripped of belief
Built from invoices, not relief
What was theory hit concrete and steel
Grids, ports, mines — suddenly real
When systems scale, opinions shrink
Numbers don’t argue — they link
You see it where the margins flip
Fuel per mile, cost per trip
When cheaper wins, the noise goes quiet
Math has a way of starting riots
This isn’t ideology
It’s energy arithmetic
Power, transport, materials clicking
Industrial, physical, geopolitical
The energy transition repriced the world
And it didn’t wait for consent
Solar got cheap, batteries learned to wait
EVs beat engines on cost per gate
Capital flowed where friction was low
China shipped scale, compressed the curve below
Trump throws rocks at spinning blades
Don Quixote fighting falling ages
Putin guards his fossil throne
A house of cards — already overthrown
No culture war in a spreadsheet
No nostalgia in a balance sheet
Once it works, once it clears the bar
Momentum doesn’t ask who you are
This isn’t ideology
It’s energy arithmetic
Atoms, electrons, contracts ticking
Trade flows shift, supply chains tilt
The energy transition locked in motion
While arguments stayed still
The Saudis read the numbers right
Built the hedge before the night
Solar fields under desert sun
Oil ships west — but the pivot’s begun
And the Global South didn’t wait their turn
Skipped the fuels they couldn’t afford to burn
No sunk costs, no old regret
Straight to electrons, leapfropping debt
This wasn’t a vote
It wasn’t persuasion
Energy met transport
Met minerals
Met capital
And aligned
Build-Up
Here’s the truth they keep missing:
This doesn’t peak — it compounds
Every build-out feeds the next
More demand
More scale
Less reversal
This isn’t ideology
It’s energy arithmetic
And it’s only getting bigger and faster
More watts, more miles, more metal in play
The energy transition went physical
And it doesn’t go backward
2025 wasn’t the beginning
It was the confirmation
The energy transition stopped being a debate
And became infrastructure
One of these guys flew combat missions and piloted the Space Shuttle.
And one of these guys had his car keys confiscated at the bar, then vomited in the back of an Uber.