Understand the mindset shift that’s redefining the global energy economy.

In this module, The Future Is Electric explores one of the most important — and misunderstood — ideas in modern energy economics: the difference between energy as a commodity and energy as a technology.

For over a century, oil, gas, and coal defined energy as a commodity — traded globally, extracted from finite resources, and priced by scarcity. But the rise of electrification flips that logic. When energy is produced from technologies like solar panels, batteries, and wind turbines, its economics are driven by innovation, scaling, and cost decline, not depletion.