Energy
Lithium Rally Is No Longer Just About EVs, and the Market Hasn’t Fully Priced in Why
Lithium's rally already reflects a shift from EV to storage demand, but the market hasn't fully priced in what a widening 2026 supply deficit could mean next.
Next AI Energy Trade: More Power VS More Value per Watt
Brief summary of "Why the world's biggest battery maker isn't worried about AI's energy demand" and extended analysis
Data centre electricity use surged in 2025, even with tightening bottlenecks driving a scramble for solutions
Summary: A report from IEA shows that data center electricity use surged in 2025, turning power access into one of the most important constraints on the AI boom. The AI trade has usually been framed around chips, models and capital. But the International Energy Agency’s latest report points to
Uber, Waymo end robotaxi partnership in Phoenix
June 29 (Reuters) - Uber and Alphabet's Waymo have ended their self-driving partnership in Phoenix, Arizona, as the ride-hailing giant prepares to launch a new autonomous vehicle collaboration in the city.
Oil Is Pricing a Hormuz Reopening. The July Contract Needs Proof
Oil prices are already trading a Hormuz recovery, but Polymarket’s July market needs the PortWatch ship count to hit its settlement threshold before July 31.
