Energy
Oil Markets Defy Logic as Iran War Risk Premium Outweighs OPEC+ Supply
Analysts forecast crude prices could surge 5-15% despite cartel production increases, as geopolitical disruption risk overwhelms supply fundamentals.
Tokyo Grid’s First Renewable Curtailment Exposes Japan’s Storage Deficit
TEPCO's historic output reduction signals escalating grid constraints as nuclear restarts and solar expansion collide without adequate balancing infrastructure.
Marine Insurers Brace for 50% Premium Surge as Gulf Tensions Threaten World’s Critical Oil Chokepoint
War risk rates for vessels transiting the Strait of Hormuz could spike to unprecedented levels as US-Iran conflict escalates, threatening 20% of global oil flows and reshaping energy security calculations across Asia.
Trump Forces Tech Giants to Bankroll Their Own Power as Grid Strains Under AI Demand
White House event on March 4 will formalize pledges from Amazon, Google, Meta, and others to build or buy their own electricity supply for data centers as consumer bills surge nationwide.
Can Space Solve AI’s Energy Crisis? The Physics Say No
Tech giants are betting billions on orbital data centers to escape terrestrial power constraints, but fundamental engineering barriers and environmental trade-offs suggest they're just moving the problem