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24.09.26 - 05:24
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Hurricane Polo Disrupts Mexican Ports, Puts Key Asia Trade Gateways At Risk (ZeroHedge)
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Hurricane Polo Disrupts Mexican Ports, Puts Key Asia Trade Gateways At Risk
Hurricane Polo weakened to a Category 4 storm early Wednesday after strengthening into an "extremely dangerous" Category 5 storm and churning 210 miles south of Zihuatanejo, Mexico, in the Pacific Ocean. The storm risks disrupting critical maritime shipping lanes along Mexico's Pacific coast.
FreightWaves reports that Mexico's Navy restricted major container port Manzanillo to ships of at least 500 gross tonnage beginning Tuesday morning, allowing container ships to continue operating while barring smaller craft. Ships already docked at the container port were advised to reinforce mooring lines as winds, rainfall and waves intensified.
Polo's slow track up the western Mexican coast is complicating complex global maritime supply chains as navigation restrictions continue to broaden.
According to local outlet La Jornada, smaller vessels have so far been restricted at Acapulco, Puerto Marqués, Zihuatanejo a...
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21.09.26 - 02:06
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Oracle Loans Backing Massive New Mexico Data Center Tumble To Stressed Levels (ZeroHedge)
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Oracle Loans Backing Massive New Mexico Data Center Tumble To Stressed Levels
Overnight we explained why the AI supercycle now hinges on the ever faster issuance of more and more debt, so critically needed to fund trillions in capex in the coming years...
... and which according to Goldman will look something like this.
The problem is that as spreads keep blowing out as more investors do the ugly math (discussed extensively here), the pace of debt issuance is starting to slow as credit markets get cold feet.
The latest example comes courtesy of the same Oracle which we profiled as the "first AI domino to fall", back in November '25, and whose $18 billion in leveraged loans tied to a New Mexico data center leased to the company slid into stressed territory on Friday, highlighting investors' fear that increasing local backlash will derail the tech group's massive AI infrastructure build-out.
According to the FT, loans linked to the $165 billion “Project Jupiter” were quoted a...
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18.09.26 - 22:57
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"Viva México!": DSA Shoo-In For NYC House Seat Goes ′Mexico First,′ Hails "Comrades In Morena" (ZeroHedge)
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"Viva México!": DSA Shoo-In For NYC House Seat Goes 'Mexico First,' Hails "Comrades In Morena"
A radical Democratic Socialists of America candidate who is poised to waltz into a deep-blue New York House seat used Mexican Independence Day to all but declare that she is Mexico First.
Claire Valdez, a card-carrying DSA member and New York State Assemblywoman who secured the Democrat nomination for the state's 7th Congressional District, posted a tweet on X celebrating 215 years since Mexicans "fought an empire that demanded our land and our labor." Valdez then went one step further, making the kind of declaration that should end the career of any Democrat or Republican who dared to utter something similar about a foreign country.
215 years ago, Mexicans fought an empire that demanded our land and our labor. And we won. I'll carry that fight with me to Congress as New York's first Mexican American representative. And I'm strengthened not just by Mexico's histo...
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17.09.26 - 22:15
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Haaland backs data center moratorium in New Mexico (The Hill)
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New Mexico gubernatorial candidate Deb Haaland (D) on Thursday backed a moratorium on the construction of data centers in her state, citing environmental and workforce-related concerns. In a policy framework on her website, Haaland backed “open, transparent, and meaningful” conversations within communities about the impacts of artificial intelligence (AI) data centers. She also called for......
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