want to become wealthy.

📌 The Energy Transition & the Commodity Supercycle — A New Order in the EV & Battery Era The 21st-century energy transition isn’t just an environmental policy. Using real cases and numbers, this piece explains how the battery-metal supercycle—lithium, nickel, cobalt—is reshaping global supply chains and investment strategies. --- Part I. The Massive Shift Triggered by the Energy Transition 1. Why an energy transition? One of humanity’s greatest challenges in the 21st century is global warming and climate change. For roughly two centuries since the Industrial Revolution, we’ve powered economic growth by burning fossil fuels—coal, oil, and natural gas. But the resulting buildup of greenhouse gases, including carbon dioxide (CO₂), in the atmosphere has driven a rapid rise in average global temperatures. According to the UN’s Intergovernmental Panel on Climate Change (IPCC), average global temperatures have already increased by about 1.1°C compared to pre-industrial le...

📌 Semiconductors · Batteries · Electric Vehicles — Global Industrial Competitiveness Analysis (Part 1) 📌 Introduction — Why Look at These Three Industries Together? In the 21st century, the driving force of the global economy is no longer limited to traditional manufacturing. In the late 20th century, industries like oil, steel, and shipbuilding symbolized a nation’s economic power and determined its rise or fall. But in the era of the Fourth Industrial Revolution, carbon neutrality, and digital transformation, a new “trinity” has emerged: semiconductors, batteries, and electric vehicles (EVs). These three industries may seem independent, but in reality, they are tightly interconnected within a shared value chain. Semiconductors are the brains of advanced technologies like AI, cloud, smartphones, and autonomous vehicles. In today’s data-driven world, chips provide the critical computing and storage power. Batteries are the heart of the energy transition era. Since renewab...