Part III

Fossil Fuels & Their Successors

The fossil fuel era built the modern world. Oil pipelines, gas networks, and coal supply chains are infrastructure systems of extraordinary scale and complexity. This part examines how they work, why they are being replaced, and what the transition means for the $1–4 trillion of potentially stranded assets they represent.

2Chapters
Water Thread·Air Thread
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05Chapter 5

Oil, Gas & Pipelines

The infrastructure of the fossil fuel era — and why it will outlast the fuels it carries

06Chapter 6

The Stranded Asset Problem

How $1–4 trillion of fossil fuel infrastructure faces obsolescence — and what that means for capital markets