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Strait of Hormuz Shock: 2026 Global Economy Explained
Strait of Hormuz shock in 2026 removed 20% of global oil supplies, sent Brent up over 45% and cut global GDP growth by 2.9 points. Learn...
Energy
Our energy coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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AI Data Centers Break the Grid: 2026 Energy Showdown
AI data centers consumed 500 TWh in 2025 and may hit 950 TWh by 2030, causing grid rejections and a 71% surge in gas turbine orders....
Energy Chokepoints as Weapons: 2026 Geoeconomic Analysis
WEF ranks geoeconomic confrontation top 2026 risk. Hormuz halt cut 20% oil/LNG, Brent above $115. Learn how energy chokepoints became...
Germany Fuel Tax Cut: 17 Cents Off Record Pump Prices
Germany cuts fuel tax by 17 cents per litre and plans a fuel price cap as record petrol and diesel prices hit Europe. The Netherlands...
Power Gridlock: AI Energy Appetite 2026 Bottleneck
Power Gridlock: AI energy appetite will nearly double data center power use to 945 TWh by 2030, but 4-10 year grid delays throttle...
Strait of Hormuz Shock: 2026 Energy Blockade Reshapes Trade
Strait of Hormuz energy blockade triggers 65% oil surge and 1.5% trade growth. Dallas Fed sees 2.9pp GDP hit. Explore impacts on Asia,...