
How India is charting a new path into the electric age
For two centuries, industrialization meant burning through vast quantities of fossil fuels. Britain got rich on coal. America on oil. China followed suit, only faster, doing in a generati...
Kingsmill Bond, CFA is an Energy Strategist for Ember. He has worked as a financial market analyst and strategist for over 30 years, including for Deutsche Bank and Citibank in London, Hong Kong and Moscow.
He believes that the electrotech revolution is the most important driver of financial markets and geopolitics in the modern era. He joined Ember from RMI in 2025 to write analysis on the impact of the energy transition on financial markets, with a focus on the exponential growth of electrotech and the disruption to the fossil fuel sector.