In this wide-open conversation, Henning Gloystein (Managing Director at Eurasia Group), pulls back the curtain on the world’s fault lines—energy, geopolitics, climate, and the fragile psychology of nations. We break down why 2025–2030 will be defined not by climate pledges, but by power: U.S.–China rivalry, a more unpredictable Taiwan risk cycle, Europe’s fading industrial muscle, and the new scramble for resources that every government is quietly planning for.
Henning explains why the energy transition is speeding up and slowing down at the same time, why Asia is quietly becoming the world’s geopolitical centre of gravity, and why AI, commodities, migration, and inflation are the real undercurrents reshaping governments’ decisions.
We dive into the contradictions leaders face—decarbonise or keep the lights on, cooperate or arm up, integrate or fragment. Henning’s take is disarming, blunt, and uncomfortably honest. This is the kind of clarity you only get from someone who has advised the world’s top decision-makers behind closed doors.