The Bold Arc
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Infrastructure

Infrastructure

The Clean Energy Transition Has a Missing Supply Chain. It’s 18,000 Feet Underwater.

The minerals powering the clean energy transition are running out on land. But 21 billion tonnes of cobalt, nickel, and manganese sit on the Pacific Ocean floor, 18,000 feet down. Markets have noticed. Twenty-two contractors from twelve countries are already racing to the bottom. Here is what is actually happening.

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More in Infrastructure
Autonomous delivery drone flying over American suburb at golden hour
Infrastructure One Million Reasons to Pay Attention to Drone Delivery

In May 2026, Walmart crossed one million drone deliveries — 40% in a single quarter. The technology works. The pricing is set. The only real question is whether local governments will let it scale.

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Infrastructure The Four Systems That Run Your Life Are About to Become Personal.

Energy, clean water, communications, and computing power once required massive centralized infrastructure. Today each fits on a rooftop, balcony, desk, or backyard.

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