Energy

Volts to Intelligence - 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

Multiple authors

Jun 30, 2026

Economics & Finance Tech

Commodity Desk - Oil Is Pricing a Hormuz Reopening. The July Contract Needs Proof

Analysis

Capital Markets Energy Oil & Gas Commodity Desk

Commodity Desk - 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.

Ana Frincu

Jun 25, 2026

Economics & Finance Politics

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Volts to Intelligence - Data centre electricity use surged in 2025, even with tightening bottlenecks driving a scramble for solutions

Commodity Desk - Oil Is Pricing a Hormuz Reopening. The July Contract Needs Proof

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Energy Matrix - California Curtailed 4.5 Billion kWh of Green Electricity in Six Months. Why Is It Still Worried About Power Shortages?

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Energy

Volts to Intelligence - Data centre electricity use surged in 2025, even with tightening bottlenecks driving a scramble for solutions

Commodity Desk - Oil Is Pricing a Hormuz Reopening. The July Contract Needs Proof

Featured posts

AI Speedrun - Brakes and Breakthroughs: OpenAi’s Pause, Anthropic’s results, chip shart-up’s win, and Cursor’s power Play?

AI Speedrun - Google just paid $10M to buy a dead airline's data — a cheap win for its AI, but may not be a positive catalyst, yet — and what’s worth digging?

Commodity Desk - If Hormuz Reopens, the Barrels Will Still Lag: Why Oil’s Peace Trade Could Overshoot

Energy Matrix - California Curtailed 4.5 Billion kWh of Green Electricity in Six Months. Why Is It Still Worried About Power Shortages?

Silicon Bakery - How Intensified Will the AI Infra Race Be? Behind: Intel's Capital Raising, Nvidia's AI Funding Plan, Microsoft's Bet on Indigenous Chips And More...

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