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The Threat of Unrest Is Decarbonizing the Global South

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Oil and gas price spikes triggered by geopolitical tensions are unexpectedly accelerating renewable energy adoption across the Global South, accomplishing what climate negotiators spent decades trying to achieve through diplomacy. As energy costs surge, developing nations are racing to diversify away from fossil fuels, not primarily out of climate concern, but economic necessity. Solar and wind projects are proliferating in countries from Southeast Asia to Latin America, driven by the simple calculus that renewables now offer cheaper, more stable power. The paradox is stark: market forces born from instability are succeeding where moral arguments and international agreements largely failed. Yet this unintended green transition carries risks; hastily built renewable infrastructure without proper grid integration could create new vulnerabilities.