Semiconductor Supply Chains and the Critical Minerals Gap
The semiconductor industry leads all major critical mineral intensive manufacturing sectors – including clean energy and defense – in both profit margins and growth, fueled by
The North American Grid at an Inflection Point
The North American grid is entering a structurally different phase. From 2000 to 2020, US electricity demand was essentially flat, growing at under 0.5% per year as efficiency gain
Critical Materials for North America – Current and Future
2025 is defined by a return to energy pragmatism – in line with Azimuth’s view as expressed in our Q1 2025 paper “Azimuth’s Philosophy on the Energy Transition”. Indeed,
Trump Must Deregulate U.S. Energy to Unleash AI Dominance
America’s vast natural gas reserves can power data centers and help it win the AI race with China. Combined with carbon capture, this strategy is also sustainable - and exactly w