Tag: energy
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Some time last year a distinction began to be drawn between electrostates and petrostates. https://open.substack.com/pub/adamtooze/p/chartbook-439-electrostates-v-petrostates?utm_source=share&utm_medium=android&r=oj2p5 more ›
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AI has become the main growth engine for US data centers, reshaping data center economics, power planning, and leasing decisions. https://www.mckinsey.com/featured-insights/week-in-charts/the-future-of-ai-workloads more ›
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Navigating AI demand, power constraints and global opportunities in 2026 https://www.jll.com/en-us/insights/market-outlook/data-center-outlook more ›
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Zhengdong Wang’s personal website https://zhengdongwang.com/2025/12/30/2025-letter.html more ›
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As lithium prices plunge 80% from their peak, mining towns across Latin America are grappling with layoffs and shuttered businesses. https://restofworld.org/2025/lithium-price-crash-latin-america-mining/?utm_source=semafor more ›
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There has been a major pick-up in solar panel imports into Africa over the last 12 months – a shift that is likely to impact almost every country on the… more ›
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Eswatini partners with China’s Sinohydro on a major dam project despite Taiwan ties, sparking diplomatic friction and local labor disputes. https://chinaglobalsouth.com/analysis/eswatini-sinohydro-dam-project-taiwan-china-tensions/ more ›
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In the past two years, without much notice, solar power has begun to truly transform the world’s energy system, Bill McKibben writes. https://www.newyorker.com/news/annals-of-a-warming-planet/46-billion-years-on-the-sun-is-having-a-moment#:~:text=Globally%2C%20roughly%20a%20third%20more,in%20a%20very%20different%20world more ›
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Staying with China as a ‘manufacturing superpower’, thinking through what it means for energy and consumption. A few more to go, thanks for your patience. Previous notes in the series:… more ›
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Increasingly affordable and more sophisticated, batteries are the key to generating a paradigm shift in global energy and economics Thomas Alva Edison took all the credit in 1879, but the… more ›