America’s Power Grid Can’t Keep Up With AI Demand
AI data centers are straining America’s power grid, stalling billions in projects. Here’s what it means for energy markets and capital allocation.
energy markets
The Oil Market Isn’t Buying Trump’s Iran Deadline
WTI crude is up less than 1% with Trump threatening to bomb Iran’s infrastructure in under 24 hours. The market is saying something. Here’s what it is.
Wall Street Sent an Analyst to Hormuz. The Strait Isn’t What Markets Think.
A boutique research firm dispatched an analyst to Oman’s Musandam Peninsula to watch tankers firsthand. What they found blows up the binary narrative markets have been trading on — and has major implications for oil positioning.
India Just Bought Iranian Oil. Sanctions Just Got Complicated.
For the first time since 2019, India is purchasing Iranian crude — a move that reveals the fraying limits of US sanctions leverage, signals a geopolitical rebalancing, and has real implications for oil prices, tanker stocks, and the dollar.
Strait of Hormuz: What Tuesday’s Deadline Means for Markets
Strait of Hormuz tensions are reshaping global oil markets. Discover how Iran’s posture is driving crude prices and what traders need to watch now.