Energy — whether it be oil for cars or power for data centers — is suddenly the world's biggest constraint. Why it matters: Energy is becoming the singular driver of both global stability and economic growth. Oil shocks from the Iran war are rippling through inflation and geopolitics. The AI boom is triggering a global race for electricity that grids aren't ready for. The big picture: Energy is the thing we all need but don't notice until it's gone or expensive. We're confronting both unprece