Energy markets are in turmoil. Prices are lurching, supply chains are being redrawn, and within weeks the confident forecasts will be quietly revised — and the new ones will be just as confident. This is the ritual. Every year, the world’s most sophisticated energy institutions publish charts showing exactly where we will be in 2035, 2040, 2050. Smooth curves. Precise numbers. The future, apparently, has been solved. Then a war reshapes European gas supply overnight. Venezuela collapses. Military strikes on Iranian infrastructure reroute tanker traffic across ocean basins. The charts are revised. New smooth curves appear. And the confidence does not waver. What follows is equally predictable: a wave of revised forecasts, new policy roadmaps, and calls for coordinated intervention — all dressed in the authority of precision. Watch for it.
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