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28.09.26 - 04:45
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Bring Your Own Power Plant: Goldman Now Sees Behind-The-Meter Powering 25% Of All Data Centers By 2030 (ZeroHedge)
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Bring Your Own Power Plant: Goldman Now Sees Behind-The-Meter Powering 25% Of All Data Centers By 2030
For the past year we have been banging the same drum: if hyperscalers want to plug a city's worth of load into an already-strained grid, especially without being burned down to the ground by an angry mob after it has seen its electricity bill 10x in a year, they should bring their own power plant.
Back in November, as electric bills began their now-familiar vertical ascent, we said it plainly:
To prevent skyrocketing electric bills, every state has to follow the Texas example: each data center must have its own "behind the meter" onsite power generation.
“We believe data centers should pay for the full cost of their power,” Dominion Energy spokesperson Aaron Ruby… https://t.co/0u1owTeAs8 pic.twitter.com/8W421s3rzV
— zerohedge (@zerohedge) November 23, 2025
A month later we dropped any pretense of nuance:
Make "behind the meter" mandatory https://t.co/ZEcmX5Ge0e pi...
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27.09.26 - 17:18
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US diesel ban: Why cheaper diesel could come with a gasoline price shock (Times of India)
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A potential restriction on U.S. diesel exports could initially lower domestic diesel prices due to a spike in supply, but may ultimately cause gasoline prices to rise if refiners cut back on production. Goldman Sachs warns that sustained export limits could significantly elevate retail gasoline costs. Additionally, European diesel prices may increase as U.S. exports dwindle, leading to long-term market effects even after export restrictions are lifted....
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25.09.26 - 21:42
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Jefferies, Goldman, Now Stifel: Wall Street Races To Cover Almonty As "Owning The Bottlenecks" Theme Gains Momentum (ZeroHedge)
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Jefferies, Goldman, Now Stifel: Wall Street Races To Cover Almonty As "Owning The Bottlenecks" Theme Gains Momentum
A sense of urgency is building across Wall Street as notable desks push clients toward the critical materials theme we already laid out for readers, as the Trump administration accelerates efforts to rebuild conflict-free supply chains and reduce dependence on China. Resource nationalism and the looming rearmament supercycle are turning secure access to critical materials into both a national security priority and a multiyear investment theme.
For miners already producing conflict-free critical materials outside China, the opportunity lies in supplying Western buyers seeking alternatives to Beijing's quasi-monopoly, which is expected to persist through 2030. The US government's deals with junior miners have generated news headlines, but new projects can take years to reach commercial production. As Western supplies tighten, the immediate market advantage belongs to p...
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