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24.11.25 - 00:12
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China′s Grip on Copper Sets Scene for Make-or-Break Supply Talks (Bloomberg)
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A pricing mechanism underpinning the global copper-processing industry faces a major stress test this week, with negotiations coming to a head at a time when geopolitical tensions are running high, metal is limited and China's dominance has left smelters elsewhere struggling to survive....
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23.11.25 - 18:12
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AI Data Centers and the Need for More Electrons (Bloomberg)
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Electricity demand is set to jump about 25% after years of stagnating as AI, data centers and electrification strain a grid built for slower times.The supply of energy might seem like it's on a collision course with the demand as President Trump seeks to boost fossil fuels and undo former President Biden's support for clean energy, but the markets show a different reality. We unpack why the US may need all forms of energy with BloombergNEF's Ethan Zindler, former Energy Secretary Dan Brouillette and Sunrun CEO Mary Powell. (Source: Bloomberg)...
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