https://www.scmp.com/rss/523509/feed Santiago Millan is a global macroeconomist and strategist with 20-plus years of experience generating alpha in active equity and fixed-income strategies with a focus on emerging markets. He has conducted extensive research into the global energy transition and the effect of climate change on financial outcomes. He is currently employed as an emerging markets strategist by Itau USA Asset Management. Any opinions are his own and not those of his employer. en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com Natalie Chung Sum Yue,Santiago Millan Natalie Chung Sum Yue,Santiago Millan A century ago, Winston Churchill’s decision to pivot the Royal Navy from coal to oil defined British maritime supremacy. At present, whether nations invest in emerging energy technologies or double down on conventional ones could define who commands the next era of energy. The energy transition today is a technological and geopolitical contest between entrenched fossil powers and rising renewable challengers. As the transition accelerates, we are witnessing a widening divergence in how... https://www.scmp.com/opinion/china-opinion/article/3325719/how-chinas-green-energy-edge-puts-it-position-shape-future?utm_source=rss_feed https://www.scmp.com/opinion/china-opinion/article/3325719/how-chinas-green-energy-edge-puts-it-position-shape-future?utm_source=rss_feed Thu, 18 Sep 2025 12:30:08 +0000