James Gutman
Strategist and co-author of The New Joule Order at the Carlyle Group, offering analysis on global energy geopolitics, commodities, and energy sovereignty.
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Mar 4, 2026 • 60min
Why the War in Iran Is Speeding Up the Clean Energy Transition
James Gutman, strategist and co-author of The New Joule Order at the Carlyle Group, offers sharp analysis on global energy geopolitics. He discusses how U.S. energy independence shifted incentives, why Venezuela and Iran matter to China, risks to shipping routes like the Straits of Hormuz, and how oil-importing nations are accelerating solar, batteries, microgrids, and electrification.
