As President Trump and President Xi Jinping prepare for high-stakes talks following the breakdown of the May Geneva trade agreement, China’s tightening grip on critical mineral exports—especially graphite, rare earths, and...more
6/10/2025
/ Acquisitions ,
Artificial Intelligence ,
China ,
Clean Energy ,
Energy Policy ,
Energy Sector ,
Geopolitical Risks ,
International Trade ,
Mergers ,
Minerals ,
National Security ,
Renewable Energy ,
Supply Chain ,
Tariffs
Goldman Sachs’ recent analysis by Frank Long, 1,000 homes of power in a filing cabinet - rising power density disrupts AI infrastructure makes one thing clear: the future of AI isn’t just about smarter models — it’s about...more
The UAE’s bold move to launch the “Stargate” AI data center in Abu Dhabi by 2026 is more than a technological milestone. It’s a strategic play that reinforces the country’s ambition to lead in AI, digital infrastructure, and...more
6/2/2025
/ Artificial Intelligence ,
Data Centers ,
Energy Consumption ,
Energy Policy ,
Energy Projects ,
Energy Sector ,
Infrastructure ,
Investment ,
National Security ,
NVIDIA ,
Sustainability ,
Technology Sector ,
United Arab Emirates (UAE)
The International Energy Agency (IEA) recently released a report forecasting a significant increase in global electricity demand from data centers, driven in large part by the rapid adoption of artificial intelligence...more
This week marks a pivotal moment in U.S. Energy history. With Chris Wright confirmed as U.S. Energy Secretary, he and President Trump are set to pursue their promise of a "Golden Era of American Energy Dominance." Their...more
Happy New Year! Buckle your seatbelts — it’ll be a wild ride in the energy space in 2025! What’s in a name? Jennifer Hiller at The Wall Street Journal reports that the renewables industry has gone into “defense mode”...more
I want to wish you all a happy and healthy 2025. Despite challenging headlines, 2024 delivered extraordinary wins in our clean energy transition. But first, better stock up on espresso and cocoa now. Coffee and cocoa prices...more
Clean Energy Meets Market Turbulence: A Week of Transformation. China’s EV Milestone: China will hit its 2035 EV sales target by 2025, a decade early—signaling the rapid end of the traditional ICE cars, at least in China. New...more