Geo-Economics, Climate Resilience, and AI
The global economy is entering a new, more volatile era shaped by intensified geopolitical competition, the development of disruptive technologies and fundamental transitions in energy and knowledge systems. The interlocking nature of these transformations has placed geoeconomics at the center of long-term decision-making for policymakers, companies, and investors alike.
Governments with competing spending priorities need to harness private capital to achieve their economic development and growth goals. There has been a profound structural shift that will make the global economy and financial markets of the twenty-first century more volatile and disordered than those of the twentieth century.
The Milken Institute's Geo-Economics Initiative delivers research and strategic insight to help businesses, governments, and investors make sense of this shifting landscape and act decisively within it.
Mission
The Geo-Economics Initiative (GEO) draws on the Milken Institute’s expertise, global reach, and networks of private investors and community partners to create proactive strategies for the new age of adaptation. We help governments unlock private-sector capital, investors navigate the emerging landscape, and communities attract investment to build resilient, sustainable economies.
Policy Focus Areas
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Economic Statecraft and Portfolio RiskFor policymakers, investors and companies, geo-economics is no longer background noise. Governments are increasingly wielding the tools of economic statecraft—tariffs, sanctions, industrial policy, and capital controls—as instruments of geopolitical competition. In the post-pandemic world, cash-strapped governments with competing spending priorities need to harness private capital to achieve their economic development and growth goals. There has been a profound structural shift that will make the global economy and financial markets of the twenty-first century more volatile and disordered than those of the twentieth century. This fracture will reshape trade flows, supply chains, financial markets, and capital allocation strategies, and the economic players that adapt earliest will be best positioned to compete. GEO examines how policymakers can mobilize capital more effectively as a core part of their strategic toolkit, and how investors can make their portfolios more resilient to policy uncertainty, supply shocks, and structural economic realignment, without sacrificing opportunity. -
Advanced Technology InitiativeAdvanced technologies, including artificial intelligence, semiconductors and quantum computing, offer enormous potential for economic growth and societal advancement, but also carry genuine risks of deepening political polarization, social inequality and international strategic vulnerability to state-backed and criminal bad actors in a world where hybrid warfare is becoming the norm. This means policymakers, businesses, and investors need to be aware of the emerging risks around governance and cybersecurity and be ready to act quickly. GEO helps businesses and stakeholders navigate this tension through thought leadership, convening, and bolstering innovative technology solutions across areas, including AI policy and governance, the measurable economic impact of AI across sectors such as asset management, biomedical innovation, and sustainability markets, and building inclusive innovation ecosystems beyond traditional technology hubs. -
Rewiring Trade and Supply ChainsThe era of frictionless global supply chains is over. Businesses and policy leaders are grappling with how to build supply chain resilience while meeting their sustainability standards and commitments. In this world of supply chain regionalization, participants will have to build new investment corridors and partnerships, including with sovereign investors, and use new financing structures and instruments to keep the world working. GEO focuses on regional solutions to this complex issue, including new frameworks for supply chain resilience, regional economic integration and cooperation, as well facilitating investment in strategic sectors to build pathways to greater economic competitiveness and mobility. -
Bolstering Energy ResilienceIn 2026, energy security has become a defining priority for policymakers and business leaders alike. As countries pursue economic growth and diversification, a reliable, secure and affordable supply of power has become a national imperative in an increasingly uncertain geopolitical environment. The fragility of hydrocarbon supply chains has been exposed. At the same time, the scale of new energy demand — driven in part by the AI revolution — has made upgrading low-carbon generation and transmission infrastructure a matter of national security, not just sustainability. However, in a world where public capital is scarce, there are still multiple barriers to mobilizing the trillions of dollars of private capital into low-carbon energy, both from a financing standpoint and from that of the efficient use of public funds. GEO partners with stakeholders at the local, national, and global levels to remove the barriers that slow private capital deployment into low-carbon energy systems — from project de-risking and blended finance structures to policy frameworks that make clean energy investment commercially attractive. Where energy security and decarbonization align, as they increasingly do, we help investors and governments move faster.
Geo-Economics, Climate Resilience, and AI
Most Recent Content
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Milken-Motsepe Prize in Green Energy Finalist: Milken-Motsepe Prize Finalist: Smart Agri-Centres
“The long-term impact of Smart Agri-Centers is a massive increase in incomes for farmers in rural communities. They are now able to operate their businesses for much longer hours. They're able to access energy that they couldn't access...Read Article -
Milken-Motsepe Prize in Green Energy Finalist: Milken-Motsepe Prize Finalist: Newdigit Technologies
“We're the first start-up in Nigeria that is manufacturing green hydrogen and fuel cell technology. This innovation, Just Add Water, has been tested and deployed in real communities and is a game changer for many communities in Africa.” —...Read Article -
Milken-Motsepe Prize in Green Energy Finalist: Milken-Motsepe Prize Finalist: GEG Group of Companies
“We went into this because it looks scalable and viable. There's lots of great technologies that are expensive. But we are attracted to this because the costs per kilowatt hour are quite competitive. We would not have developed a technology...Read Article -
Milken-Motsepe Prize in Green Energy Finalist: Milken-Motsepe Prize Runner-Up: OMNIVAT
“OMNIVAT was basically born out of ideas and previous work that all of these co-founders had worked on with the hopes that one day, someone somewhere will see Africans’ potential to our own problem-solving and the very real impact that we...Read Article -
Milken-Motsepe Prize in Green Energy Finalist: Milken-Motsepe Prize Grand Prize Winner: Aftrak
“Suddenly, we had a viable system, and we complete the economic circle to make our microgrid sustainable in the long term. [Before the prize], this did not exist. With the prize, we have slingshotted this into reality. We ended up with...Read Article -
Capital Deployment: The Four Things We Need to Do This Decade to Get Climate Right
The first few weeks of November 2021 have been (hopefully) consequential for the future of climate change. COP26 brought a flurry of pledges and commitments. More than $130 trillion in financial assets have been pledged to align with the...Read ArticleImage
Dan Carol
Managing Director, Milken Institute FinanceDan Carol is a managing director on the Milken Institute Finance team. He leads Institute programming to accelerate effective deployment and financing of community-scale and climate resilient infrastructure, scale up regional innovation, and scale-up public-private partnerships.
Milken Institute Review Article, "Needed: A Mid-Course Correction for the Paris Agreement"
It’s no secret that this year’s COP is struggling to find a path that that balances the needs of developing nations to stay afloat and fosters new pathways to close the global capital deployment gap. Pivoting the Paris Agreement to focus more on resilience and adaptation would catalyze positive momentum and deal more effectively with growing despair that we are falling far short of the mark. This is decidedly not about abandoning the goal of keeping global temperature increases to 1.5 degrees Celsius. It’s all about finding the money to meet the Paris goals in a newly adaptive way.
Our Team
Matthew Aleshire
Victoria Barbary
Dan Carol
Rachel Fox Smothermon
For More Information
For more information, contact Rachel Fox Smothermon at [email protected].