Matt Tilleard

Xi was 20.

Our leaders understand in their bones that power comes from fuel.

But now we're in the midst of the next great energy transition.

So who will control the future of clean energy?

Who will be the Saudi Arabia of this transition?

Well, through fuel-tinted glasses, the answer seems obvious.

It's whoever controls the copper, the lithium, the graphite, the cobalt, the rare earths, the critical minerals that we need.

But our fuel-tinted glasses are broken, because this is the first transition not to another dominant fuel, but to a technology.

And that changes everything.

Now, I've spent a lot of time thinking about what this means.

Our team is building one of the largest distributed renewable energy utilities for Africa.

CrossBoundary Energy uses on-site solar, batteries and wind to bring cheaper, cleaner and more reliable power to businesses.

And cross-boundary access uses the same technologies to bring first-time power to some of the 600 million people living on this continent without it.

And here is what I have learned at the silicon face of this transition.

Unlike fuel, technology is less as extensional.

It's more circular.

It's more fungible.

And it's more abundant.

So I can use one of our projects to explain how this works.

This is Tolognaro in Madagascar.