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AI's Power Paradox: Data Center Energy Demand Reshapes Global Transition
AI data centers are projected to consume over 1,000 TWh by 2026, reshaping global energy markets. Coal (30%) and natural gas (26%) still dominate supply, creating tension...
Energy
Our energy coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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Strait of Hormuz Shock: 2026 Crisis Reshapes Global Energy & Trade
The Strait of Hormuz closure after the Feb 28 US-Iran war removed 20% of global oil supply, the largest disruption in history. Oil surged to $138/barrel, IMF cuts growth to...
AI Power Paradox: Data Centers Strain Global Grid in 2026
AI data centers will consume nearly 1,000 TWh by 2026, driving a 165% surge in power demand. Grid delays force behind-the-meter gas plants and SMR investments, while PJM...
Grid Squeeze: Big Tech Bets $9.8B on Nuclear for AI Boom
Big Tech has committed over 9.8 GW in nuclear deals by 2026, including Three Mile Island restart, as AI data center demand pushes grids to limit with 267% wholesale price...
Hormuz Shock: Strait Closure Reshapes Global Economy in 2026
The Strait of Hormuz closure in 2026 cut global oil output by 6.6%, sent Brent above $108, halved trade growth, and triggered stagflation risks across Asia and developing economies.
Strait of Hormuz Shock: How a Chokepoint Reshaped the 2026 Global Economy
The Strait of Hormuz closure since Feb 2026 has cut global oil supply by 10M bpd, spiking Brent above $138. UNCTAD warns trade growth will halve to 1.5-2.5% in 2026, with...