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Open →China domestic AI-compute demand exceeding supply
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Open →China technological self-reliance under U.S.-led restrictions
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Open →AI infrastructure expansion in Texas
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Open →AI data center power demand and grid stability
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Open →Batch Zero large-load interconnection review in ERCOT
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Open →Associated Press — Silver and gold slide after CME raises margin requirements
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Open →Iran: Escalation Ladder — Reactivation Enabled
The Iran escalation ladder is active again. I examine the October strike risk, the infrastructure-war danger, rising tanker attacks alongside recovering exports, the Gulf defense response, financial isolation, current oil inventories and the Federal Reserve’s…
Middle East & Energy Geopolitics (🛢️🔥)Article
Open →G7 Turns Emergency Diesel Stocks Into a No-Export-Ban Bargain
G7 leaders agreed on October 2, 2026 to coordinate an IEA-linked release of 100 million barrels of diesel and crude over four months, with a substantial diesel release in the first 20 days. The package followed U.S. pressure on Europe over emergency diesel in…
Middle East & Energy Geopolitics (🛢️🔥)