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  • OIL - ENERGY MARKETS

​OIL -      ENERGY MARKETS 
&
             DATA CENTERS

HORMUZ AGAIN. . .

10/2/2026

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DIESEL & U.S.

9/24/2026

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GLOBAL REFINED FUEL DRIVES PRICES UP & ASIA

9/10/2026

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A.I. MID-2026

9/1/2026

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IRAN & OMAN: THE DEAL

8/26/2026

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AI DATA CENTERS AND MISINFORMATION

8/10/2026

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AI Is Not a Product Cycle

The AI bears have a simple story: demand is not there, while the industry is building far too much capacity.

Their latest exhibit is Big Tech’s roughly $ 3T of commitments for chips, data centres, power and leases. Because those items appear in… pic.twitter.com/sKkM1uVlcl

— James E. Thorne (@DrJStrategy) August 18, 2026
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GLOBAL EFFORTS TO BYPASS THE STRAIT; THE E.U. HEAT WAVE HITS PRICES; CHINESE PARTS IN U.S. DATA CENTERS?

8/7/2026

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ENGLAND HAS NET ZERO = STAGNATION

7/31/2026

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THE SAUDI'S ARE SCREWED

7/24/2026

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EXTRA HEAVY CAPEX

6/26/2026

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What do F-35s, missiles, AI, and the energy transition have in common❓

They all rely on #CriticalMinerals...and NATO's supply chains remain vulnerable to disruption.

Antonia-Laura Pup's (@Georgetown Graduate Fellow at Small Wars Journal) latest article examines why the…

— Small Wars Journal (@smallwars) June 30, 2026

AI Capex Isn’t a Black Hole

Artificial intelligence is moving from frontier spectacle to strategic infrastructure far faster than markets seem prepared to admit. Hyperscalers and adjacent platforms are committing hundreds of billions of dollars a year to data centres,… https://t.co/BCEDhuaUyV

— James E. Thorne (@DrJStrategy) July 1, 2026

□ THE ENERGY TRANSITION NEEDS 293 NEW MINES BY 2030

Battery demand alone requires:

• 61 new copper mines
• 52 lithium mines
• 31 natural graphite mines
• 29 rare earth mines
• 28 nickel mines

Copper gap:

• Current supply. 22.9M tonnes
• Additional needed. 3.7M tonnes… pic.twitter.com/SNOtFSdZOQ

— Jack Prandelli (@jackprandelli) July 2, 2026
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LNG RULES & A.I. LAYOFF'S

6/12/2026

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THE PARADOX OF GROWTH WITH A.I. SYSTEMS

5/25/2026

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IRAN USES REGIONAL LAND ROUTES FOR OIL TO CHINA

5/12/2026

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MIDDLE EAST MONITOR:  WHAT PETROL ECONOMIES HAVE LEARNED
Pakistan Opens Iran Land Corridors as Region Scrambles ...
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OPEC FRACTURING

4/29/2026

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ENERGY SECURITY

4/16/2026

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UNFROZEN
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AI LITERACY: COUNTER THE TRIBE

4/5/2026

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CHINA OIL DEPENDENCY

3/31/2026

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WORLD GEOSTRATEGIC INSIGHTS
CAPITAL RESEARCH
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GAS PAINS HIT THE WEST

3/12/2026

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Elon Musk Claims AI Will End Retirement Saving
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U.S. LNG SAVED GERMANY

2/28/2026

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GUYANA & OIL

2/20/2026

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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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    DATA CENTERS ARE NOT LIKE RAILROADS: CHARLES HUGH SMITH OF TWO MINDS BLOG
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    energy.pdf
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