O26 · Prosperity outcome · Named · Strategic Infrastructure

Reliable low-cost energy

The energy system supplies dependable power at sustainably lower cost while meeting stronger environmental and operating standards.

Why it matters

Affordable reliable energy improves household welfare, industrial competitiveness and the viability of new investment.

Signs it has been reached

  • Delivered energy costs fall without reliability losses
  • Firm supply meets demand with adequate operating reserves
  • Emissions intensity falls across delivered energy

Met when

The mean score of these 2 capability groups rises half a band (1.5 points).

  • Energy Technologies
  • Energy Infrastructure

Held by all three panel models.

Read with care
Third illustrative run, on the second-pass scenario set. The capability scores are candidate ratings and the test settings were drafted with the scenario records in the second pass; neither has been adopted. Scores are from the GINC National Capability Index 2026, which describes them as candidate ratings. Exposure is set nation by nation from the CIA World Factbook 2025 and the scenario's regional exposure. Results show the method working on real scores; they are not findings about any nation. How the tests work.

Reverse stress test

Working backwards from this outcome to the scenarios and conditions most likely to produce it, nation by nation, over 10 years.

Nations with a route
76
of 197 · 3 reach the Frontier band
Typical likelihood
none
median nation, over 10 years
Leads most routes
Clean power threshold
60 of 76 nations
Typical headroom
×3.5
times Standard Severe, nearest single scenario

What produces it

Each nation’s most likely route, counted three ways: the scenario that does most of the work, the form the route takes, and the capability where a change would move the result most.

Form of the route

Nations

Two scenarios together

One scenario at Extreme

One scenario at Standard Severe

55

11

10

Binding capability

Nations

Energy Technologies

Resource Infrastructure

Justice System & Fundamental Rights

Semiconductors & Advanced Computing

Technical & Vocational Skills

48

11

8

2

2

Likelihood, by region

One dot per nation. The bar marks each region’s mean. Further right is more likely.

05101520Likelihood over 10 years, per centNorth America 2North America mean: 2.0United StatesEurope 42Europe mean: 5.4NetherlandsGermanyLiechtensteinChina 1China mean: 0ChinaIndo-Pacific 30Indo-Pacific mean: 3.0South KoreaSouth Asia 8South Asia mean: 0.6Gulf and Middle East 16Gulf and Middle East mean: 0.8Africa 53Africa mean: 0.1Latin America and Caribbean 33Latin America and Caribbean mean: 0.1Russia and Eurasia 12Russia and Eurasia mean: 0.0
  • North America
  • Europe
  • China
  • Indo-Pacific
  • South Asia
  • Gulf and Middle East
  • Africa
  • Latin America and Caribbean
  • Russia and Eurasia

Most likely: South Korea 23%, Netherlands 22%, Germany 22%, France 22%, Japan 21%.

Who is in a position to take it?

Each nation’s score on this basket today against the likelihood of the outcome.

02.557.51012.51517.505101520Basket score today (0 to 20)Likelihood (per cent)South KoreaNetherlandsGermanyFranceJapanIndiaUnited StatesChina
  • North America
  • Europe
  • China
  • Indo-Pacific
  • South Asia
  • Gulf and Middle East
  • Africa
  • Latin America and Caribbean
  • Russia and Eurasia

All 197 nations

The route shown is the most likely one, and the basket column shows the band the nation would move to. A full band is the same fall for every nation: for a strong nation it is serious but leaves it well above where a weak nation starts. Where no route was found, the closest approach is the furthest any condition moved the basket, against the 1.5 points needed.

All 197 nations

197 of 197 nations

Rank
Nation
Region
Basket
Likelihood
3 years
Most likely route
Headroom
Moves first
Lever
1South KoreaIndo-Pacific16.4 Advanced → Frontier23% Likely7.2%Clean power threshold Severe×0.8 S15Energy Technologies · reaches FrontierResource Infrastructure 11.8
2NetherlandsEurope13.1 Established → Established22% Likely6.8%Clean power threshold Severe×0.9 S15Energy TechnologiesEnergy Technologies 12.4
3GermanyEurope15.6 Advanced → Advanced22% Likely6.8%Clean power threshold Severe×0.8 S15Energy TechnologiesResource Infrastructure 13.5
4FranceEurope16.4 Advanced → Frontier22% Likely6.8%Clean power threshold Severe×0.8 S15Energy Technologies · reaches FrontierResource Infrastructure 12.5
5JapanIndo-Pacific17.2 Advanced → Frontier21% Likely6.6%Clean power threshold Severe×0.8 S15Energy Technologies · reaches FrontierResource Infrastructure 11.8
6SwedenEurope14.1 Established → Advanced19% Likely5.8%Clean power threshold Severe×0.9 S15Energy TechnologiesResource Infrastructure 10.8
7TaiwanIndo-Pacific11.9 Transitional → Established19% Likely5.6%Clean power threshold Severe×0.9 S15Energy TechnologiesResource Infrastructure 10
8FinlandEurope13.0 Established → Established18% Likely5.3%Clean power threshold Severe×0.9 S15Energy TechnologiesResource Infrastructure 10
9ItalyEurope12.3 Established → Established17% Likely5.2%Clean power threshold Severe×1.0 S15Energy TechnologiesEnergy Technologies 11.6
10SpainEurope13.8 Established → Advanced17% Likely5.0%Clean power threshold Severe×0.9 S15Energy TechnologiesEnergy Technologies 12
11United KingdomEurope15.9 Advanced → Advanced14% Likely4.1%Clean power threshold Major+Automated discovery step Severe×1.2 S15Energy TechnologiesSemiconductors & Advanced Computing 14
12SingaporeIndo-Pacific9.2 Transitional → Transitional13% Likely4.0%Market access opening Major+Clean power threshold Severe×1.0 S15Energy InfrastructureResource Infrastructure 8.8
13SwitzerlandEurope12.5 Established → Established9.8% Likely3.0%Market access opening Major+Clean power threshold Severe×1.0 S15Energy InfrastructureResource Infrastructure 6.5
14TürkiyeGulf and Middle East11.3 Transitional → Established7.4% Likely2.2%Market access opening Major+Middle East settlement Severe×1.2 S14Energy InfrastructureJustice System & Fundamental Rights 9.3
15BelgiumEurope12.4 Established → Established6.9% Likely2.0%Market access opening Major+Clean power threshold Severe×1.0 S15Energy InfrastructureResource Infrastructure 9.3
16AustriaEurope9.9 Transitional → Transitional5.5% Likely1.7%Market access opening Major+Clean power threshold Severe×1.1 S15Energy InfrastructureEnergy Technologies 8
17IrelandEurope7.3 Foundational → Foundational5.2% Likely1.5%Market access opening Major+Clean power threshold Severe×1.3 S15Energy InfrastructureEnergy Technologies 4.8
18DenmarkEurope9.9 Transitional → Transitional5.2% Likely1.5%Clean power threshold Extreme×1.4 S15Energy TechnologiesEnergy Technologies 9.4
19PolandEurope10.4 Transitional → Established4.8% Possible1.5%Clean power threshold Severe+Automated discovery step Major×1.1 S15Energy TechnologiesEnergy Technologies 9.4
21CzechiaEurope10.4 Transitional → Established4.4% Possible1.3%Market access opening Major+Clean power threshold Severe×1.1 S15Energy InfrastructureEnergy Technologies 8
20IndiaSouth Asia13.8 Established → Advanced4.4% Possible1.3%Market access opening Major+Clean power threshold Severe×1.2 S15Energy InfrastructureTechnical & Vocational Skills 9
22South AfricaAfrica10.3 Transitional → Transitional4.3% Possible1.3%Market access opening Major+Clean power threshold Severe×1.2 S15Energy InfrastructureEnergy Technologies 8.8
23CanadaNorth America14.5 Established → Advanced4.0% Possible1.1%Automated discovery step Severe+Outbreak defence succeeds Severe×1.6 S17Energy TechnologiesSemiconductors & Advanced Computing 10.2
24SloveniaEurope8.7 Foundational → Transitional3.9% Possible1.2%Market access opening Major+Clean power threshold Severe×1.3 S15Energy InfrastructureEnergy Technologies 5.8
25HungaryEurope9.8 Transitional → Transitional3.7% Possible1.1%Clean power threshold Extreme×1.3 S15Energy TechnologiesEnergy Technologies 8

Showing 1–25 of 197 nations · page 1 of 8