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U.S. Treasury — Treasury International Capital data for July 2026, released September 2026.
home.treasury.gov
Evidence registrySpace Force commercial/military tracking data-fusion prototype
breakingdefense.com
Evidence registryAI Data Centers Are an Inflation Engine: The Race to Build a Private Grid
AI isn’t just a software story anymore. It’s a power story—capacity, interconnect queues, local resistance, and a new wave of private generation that quietly rewires inflation and industrial policy.
AI Industrial Flywheel (⚙️🤖🔥)Google’s CO2 Battery Bet: Why AI Data Centers Are Pulling Long-Duration Storage Out of the Lab and Onto the Grid
Google and Energy Dome are scaling 10-hour CO2-based long-duration energy storage (20MW/200MWh-class) to close the renewables-to-AI reliability gap. Here’s the thermodynamics, the grid role, the economics, and what “LDES as infrastructure” really means.
AI Industrial Flywheel (⚙️🤖🔥)America’s New Map of Power: Mega-Regions, AI Data Centers, and the Re-Industrialization of the Midwest
Published Pattern Nexus research article
AI Industrial Flywheel (⚙️🤖🔥)Hard Assets Follow Liquidity, Not Inflation — A Full Data Reconstruction
Published Pattern Nexus research article
Long-Form Thesis Reports (📘🔥)Iran’s Election Pause: The Escalation Window Has Narrowed
The first follow-up to the October 8 Iran forecast confronts Trump’s election pause, checks actual naval posture, and follows the conflict through shipping, infrastructure, fuel and financing. The November 5 endpoint stays fixed. Four original figures, dated …
U.S. Strategic Posture (🦅🇺🇸)