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Power Bottleneck: AI Growth Hinges on Global Electricity Grid
Global data center power use to hit 945 TWh by 2030 as grid capacity—not GPUs—limits AI growth. Ohio, Dublin and PJM impose moratoriums;...
Energy
Our energy coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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Fuel Price Drop: US-Iran Deal Reshapes Southeast Asia
Fuel price drop across Southeast Asia after US-Iran deal reopens Strait of Hormuz. See how Indonesia, Vietnam, Thailand cut pump prices...
Iranian Hackers Shut UK Power Plant: 4-Day Attack Explained
Iranian hackers shut down a UK power plant for four days in the first known state-linked cyberattack on British energy infrastructure....
Behind-the-Meter Power: AI's 2026 On-Site Shift
Grid queues hit 2,600 GW as hyperscalers bypass grids with behind-the-meter gas and nuclear PPAs. See pricing and systemic risks of AI's...
Strait of Hormuz Closure: 2026 Oil Shock Economic Impact
Strait of Hormuz closure removed 20% of global oil supply in Feb 2026, pushing Brent crude up 65% and inflation above 6%. IMF sees...
Syria Oil Route Bypasses Strait of Hormuz in 2026
Syria's Banyas port is emerging as a key bypass for the closed Strait of Hormuz, handling up to 1,000 Iraqi oil trucks daily. Here is...