The Acid Age: Chokepoint behind the AI power surge
Nobody can order a smelter to make more of its own exhaust, and the exhaust just became the thing everyone needs
Partner, Veriten
As Iran again closes the Strait of Hormuz after a brief reopening, energy analyst Arjun Murti tells World Oil that markets may be misreading the situation, with no clear “open” or “closed” outcome in sight.
The U.S. blockade is working, but a potential global recession still looms.
This past year has reminded all of us that the energy transition, energy markets, and geopolitics are inextricably linked. In the last five years alone, extreme volatility in...