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Lesson 10 min 20 XP

The Energy Future

Hydrogen, fusion, and new frontiers — what comes after the current energy transition?

Beyond Solar and Wind

While solar and wind are leading the current transition, several emerging technologies could reshape the energy landscape further.

Green hydrogen — produced by splitting water using renewable electricity — is seen as the solution for hard-to-decarbonize sectors like steel, shipping, and aviation. Countries with abundant cheap renewable energy (Australia, Chile, Morocco, Saudi Arabia) are positioning themselves as future hydrogen exporters. The EU has set a target of 10 million tonnes of green hydrogen production by 2030.

Nuclear fusion — the process that powers the sun — promises virtually unlimited clean energy. In December 2022, the US National Ignition Facility achieved 'fusion ignition' for the first time, producing more energy from a fusion reaction than the lasers put in. Commercial fusion remains decades away, but billions in private investment suggest growing confidence.

Advanced nuclear fission — including small modular reactors (SMRs) — offers scalable, low-carbon baseload power. Countries like France (which already gets about 70% of electricity from nuclear) and newcomers like the UAE are expanding nuclear capacity.

The energy future will likely be a diverse mix, not dominated by any single source — and the geopolitical implications of each pathway differ dramatically.