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  • OIL - ENERGY MARKETS

​OIL -      ENERGY MARKETS 
&
             DATA CENTERS

VENEZUELA

1/8/2026

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THE DOOM OF A.I?

11/25/2025

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The AI Challenge: Palantir, the Pope, and Paul Kingsnorth
China installed 295,000 industrial robots last year, nearly nine times as many as the U.S. and more than the rest of the world combined, according to the International Federation of Robotics. China’s stock of operational robots surpassed two million in 2024, the most of any country. Of 131 factories and industrial sites recognized by the World Economic Forum globally for lifting productivity through cutting edge technologies such as AI, 45 are in mainland China, while three are in the U.S.
America Is Missing The New Labor Economy – Robotics Part 1 and Homegrown Robots Help Drive China’s Global Export Surge and What Would It Take to Bring Back US Manufacturing? Part 2: Making American Manufacturing More Productive
Is AI a Catalyst for Growth--or For Collapse? ​
The Middle Class Is Cracking
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A.I. INVESTMENT BUBBLE

11/19/2025

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TRENDS DOMINATING A,I.

10/12/2025

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ai.pdf
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TECH BILLIONARES DOOM PREP
HOW AI BUBBLE BUSTS
Game over for pure LLMs. Even Turing Award Winner Rich Sutton has gotten off the bus.One by one, all the big names have turned around. What should we do next?
Gary Marcus
The Supply Chain Chokepoints in Quantum 
sparkline-ai-capex.pdf
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what_gpu_pricing_can_tell_us_about_how_the_ai_bubble_will_pop.pdf
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Minsky Moments and AI CapEx
Surviving the AI Capex Boom 
Energy Realities and Climate Policies: Three Experts Speak
here
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AI, ENERGY & NEW ORGANIC SPACE LED GROWTH

9/26/2025

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The Energy Lie That Moscow Sold Europe
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CHINA & IRANIAN OIL AFTER THE FALL

6/17/2025

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Trump Administration Fails to Halt Iran’s Oil Exports
IRAN:  DOMESTIC ENERGY COLLAPSE?   click here.
MORE SANCTIONS NEEDED. 
https://robinjbrooks.substack.com/p/more-us-shadow-fleet-sanctions-needed
Effectiveness of Shadow Fleet Sanctions - Robin J Brooks
How Iran Overplayed its Hand
What Stable Oil Prices Say About Israel’s War With Iran​
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WHY COAL STILL MATTERS

6/5/2025

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U.S. NEEDS TO DISRUPT CHINA-IRANIAN ILLICIT OIL

5/7/2025

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AI’s Energy Demand Problem Is About to Get Worse
GREEN ENERGY FALLACIES:  CITY JOURNAL
AI's Energy Demand Problem Is About to Get Worse
U.S. Treasury Officials Warn Hong Kong Banks Over Iran ...
U.S. THIRD ROUND SANCTIONS ON IRANIAN OIL
MEF:  STRATEGIC IMPLICATIONS ON IRAN'S LEVERAGE OVER IRAQ
FDD:  CHINA-IRAN ILLICIT OIL
GEOPOLITICAL MONITOR:  OPEC+
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CITY JOURNAL, MARK MILLS:  WE NEVER HAD AN ENERGY TRANSITION

3/20/2025

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U.S. ENERGY POLICY:  MARK P. MILLS, ARCHIVE 'CITY JOURNAL'
OPEC CUTS
REFINERIES CLOSING
SAUDI'S HAVE A PROBLEM
AMERICA'S ELECTRIC FUTURE:  AEI IDEAS PETHOKOUKIS
INTERNATIONAL ENERGY AGENCY:  GLOBAL ENERGY REVIEW 2025
AEI:  WELCOME TO THE ERA OF ENERGY REALISM
MARK MILLS
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SHADOW FLEET FOR MOSCOW IS MONEY

2/5/2025

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2024: Another Banner Year for US Energy
Crushing Iran's oil trade: The path to maximum pressure
Innovating Future Power Systems: From Vision to Action
1975, the year that made the modern world
The roots of America's oil anxiety
HOOVER:  ENERGY
Building Resiliency In The Indo-Pacific LNG Basin
Can Trump Really Boost U.S. Oil Production? | OilPrice.com
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ENERGY NEEDED FOR A.I. & DATA CENTERS

1/24/2025

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FOX NEWS BJORN LOMBORG "ACHIEVING ENERGY INDEPENDENCE MEANS INNOVATION".
The Only “Energy Emergency” Is the One Biden Created
Green Deception: Environmental Activists Serve China's ...
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THE CUT-BACK, CUT-OFF

12/7/2024

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Iran's Energy Crisis
Five Bipartisan Actions on Energy Security as Trump ...
Voters demand energy production policies be prioritized
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RUSSIAN HYBRID OPERATIONS & ENERGY

12/1/2024

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HOW ISRAEL RESET THE ENERGY MAP
ENERGY:  THAT 70 'S SHOW
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WAR & OIL

10/25/2024

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RUSSIA'S SHADOW FLEET
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NEW LOWS FOR OIL GOING INTO ELECTION

9/13/2024

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FDD, IRAN WITH $15 BILLION OIL PROFIT
IRANIAN EXPORT OF OIL CONTINUES

https://t.co/crChOZgGQF

— William Holland (@WilliamHolland) October 18, 2024
HOW THE SAUDI'S SCREW EVERYBODY
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HOW GREEN ENERGY POLICIES HURT THE POOR; LATE SPRING, WHY PRICES ARE LOW

5/30/2024

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Climate Reactionaries
Green activists defend policies that disproportionately harm the poor.
/ Read here
OIL PRICE.COM
Mark P. Mills
Drill, America, Drill!
The U.S. is, and should remain, the world’s Number One oil producer.

/ Read here
https://www.amazon.com/Operational-Energy-Howard/dp/3110796473
https://www.realclearenergy.org/articles/2024/08/02/new_epa_rules_may_derail_the_economy_by_accelerating_the_closure_of_baseload_power_plants_1049137.html
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U.S. PAYS RUSSIA FOR NUCLEAR POWER

3/17/2024

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Russia's Achilles Heel --Microelectronics
Energy Politics in the Horn of Africa: A Path Forward for American Foreign Policy
by Oliver McPherson-Smith via The Caravan Notebook
​
The pursuit of energy security lies at the heart of recent tensions among the Horn of Africa’s countries and their neighbors. Amid these tensions, this essay proposes a break from the Biden administration’s policy of disengagement and stasis. Rather, renewed American diplomacy can strike a bargain between Egypt, Ethiopia, and Somaliland that would support regional democracy and stability and the free passage of American cargo in the Red Sea.
The End Of Old Left-Wing Mythologies
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u.s. energy path forward

12/25/2023

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AMERICA'S ENERGY PATH FORWARD.pdf
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International Economy Magazine
October 7 Has Not Changed the Middle East
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WHY 1973 STILL MATTERS

10/20/2023

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CITY JOURNAL, 1973
Oil's Long Shadow over the Global Economy
HAMAS & OIL
  • "How to Curb Tehran’s Oil Exports," Saeed Ghasseminejad, The National Interest
SUPERTANKERS HEAD TO US, OIL IMPORTS US, EXPORTS UP
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PETROL SINCE UKRAINE

9/12/2023

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FAILURE OF STATE CAPTURE:  MEXICO

8/15/2023

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HOW MOTHER RUSSIA CHEATS

6/2/2023

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RUSSIA BECOMES CHINA'S PETROL KING

3/9/2023

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STRATEGIC COMMENTS
When Energy Markets And Geopolitics Collide
by Victoria Coates via The Caravan
​
In the summer of 2020, the usually discrete spheres of energy markets and geopolitics collided when Chevron Corporation announced it was buying Noble Energy for five billion dollars—a deal that meant every bit as much to establishing a sustainable peace in the Middle East as the Abraham Accords signed some six weeks later on the lawn of the White House by Israel, Bahrain, the UAE and the United States. 
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U.S. A WEAK GRID

2/15/2023

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The States Power Down
Ambitious renewables mandates by local governments are eroding the electric grid’s reliability, with alarming consequences.
Meanwhile, some parts of the country face an energy deficit.
 Earlier this week, The Atlantic featured a long-form piece on how challenges with nuclear energy have shifted away from environmental activist opposition (“nuclear greens” are on the rise) and into the nuclear industry itself. For City Journal, James B. Miegs sets forth the challenges underlying nuclear power’s return to prominence. 
Ending Global Reliance on Russia’s Nuclear Energy Sector
GOP Pushes Tougher China Dual-Use Sanctions
By Bryant Harris, Defense News: “Republicans are using their brand-new House majority to push for tougher China sanctions enforcement on dual-use equipment even as the Biden administration greatly expands sweeping new export controls on U.S. technology that could be used by the Chinese military."
Record Defense Budget Flunks the China Test
By Jeffrey Jeb Nadaner, RealClearDefense: "While most lines of that $858 billion defense appropriation are necessary, it fails in its totality."
Denial May Bring War – Punishment May Keep It at Bay
From CDR Salamander:"don't threaten the PRC with an easy war"
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HOW U.S. REMAINS ENERGY POWERHOUSE STILL

1/13/2023

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Watch Here
INTEGRATE EASTERN MEDITERRANEAN REGION
JAMES B. MEIGS
Delayed Reaction
Nuclear power mounts a comeback, but obstacles remain.
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    energy.pdf
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