Energy

Energy Geopolitics

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.

9 min read ·
Technology

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.

7 min read ·
AI Energy

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

7 min read ·