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AI Power Crisis: How Energy Demands Reshape Global Tech Strategy | Analysis
AI data centers consume 4.4% of US electricity (176 TWh), growing 150% in 5 years. Morgan Stanley projects 49 GW power shortfall by 2028 requiring $1 trillion investment....
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 Crisis: How Iran's 2026 Closure is Reshaping Global Energy Security
Iran's March 2026 closure of the Strait of Hormuz has created history's largest oil supply disruption, blocking 20% of global energy flows. Brent crude surged 10-13% to...
Critical Minerals Bottleneck: How Refining Concentration Threatens Global Energy Transition
China's projected 60-80% control of critical mineral refining by 2035 threatens global energy transition with 28% battery cost increases and 2-year project delays. Learn how AI...
Energy Security Geopolitics: How Great Power Competition is Fragmenting Global Energy Transition
Geopolitical competition is fragmenting global energy transition into competing blocs, with 55% of energy CEOs ranking it as their top challenge. China dominates renewable...
Fuel Excise Cut Explained: Australia Halves Petrol & Diesel Tax for 3 Months | 2026 Relief
Australia cuts fuel excise by 26.3 cents/litre for 3 months (April-June 2026), saving $19 per tank. $2.55 billion relief addresses soaring petrol/diesel prices from Middle East...
Russian Oil Tanker Breaks U.S. Embargo: Complete Guide to Cuba Crisis 2026
Russian oil tanker Anatoli Kolodkin delivers 730,000 barrels to Cuba despite US embargo, marking policy shift in 2026 energy crisis causing blackouts, shortages, and...