View / Hormuz limbo is now global oil’s top risk
Lost supply and a projected demand rebound have placed the oil market in a fragile equilibrium.
Saudi Arabia’s Public Investment Fund has sharply raised its assets under management target for 2030 to $2.67 trillion, marking a significant 43 per cent jump from its earlier ambition of $1.87 trillion. The strategic move follows the sovereign wealth fund surpassing its asset milestone for 2023, underlining its growing influence as a key pillar of
Lost supply and a projected demand rebound have placed the oil market in a fragile equilibrium.
The region’s top oil producers are boosting output and exports even as conflict disrupts energy flows through the Strait of Hormuz.
While some data center investors finance giant “behind the meter” power plants, others are looking for steadier returns in regulated grids.
President Trump issued a proclamation on August 6 imposing tariffs on polysilicon and solar products.
The centre of gravity of the global energy system has definitively shifted eastward, driven by rapid industrialisation, expanding urban populations, and rising
Data centers face growing local opposition as states impose moratoriums on hyperscale projects and grid connections. Communities can negotiate deals for tax revenue and jobs.