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01.05.26 - 00:06
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Rising Venezuelan Oil Exports Help Insulate The US From Energy Crisis (ZeroHedge)
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Rising Venezuelan Oil Exports Help Insulate The US From Energy Crisis
If the primary purpose behind the Trump Administration's snatch-and-grab operation against the illegitimate president of Venezuela, Nicolás Maduro, was not readily apparent in January, it should be crystal clear today. Under Maduro, around 75% of the country's energy exports were going to China. This year, the US will be receiving around 50% of the oil supply while China's share is reduced to 10%.
The stunning shift in the direction of oil shipments is helping to insulate the US from shortages caused by the war in Iran and the closure of the Strait of Hormuz. Likely, this was part of the plan from the very beginning. However, the real benefits of the new relationship with Venezuela will not be readily apparent until the end of this year.
Prices at the gas pump for Americans are high since the start of the war with an average of $4.30 per gallon, but decidedly tame compared to most of Europe. The UK is ...
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01.05.26 - 00:06
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AI Hype Meets Hardware Crunch As US Power Equipment Market Eyes $65 Billion Boom (ZeroHedge)
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AI Hype Meets Hardware Crunch As US Power Equipment Market Eyes $65 Billion Boom
Wood McKenzie has released a report that US spending on power generation gear for data centers alone could hit $65 billion by 2030, more than triple the $20 billion logged last year. Data center capacity is forecast to reach 110 GW by the end of the decade, with Bloomberg also commenting that “total US spending on power-plant equipment may climb to $215 billion."
The increased spending for the heavy electrical equipment market sounds great, but unfortunately, there's no equipment to buy domestically.
WoodMac Sounds Alarm On Transformer Shortage Amid AI Data Center Boom https://t.co/PAIIhAfS5f
— zerohedge (@zerohedge) August 16, 2025
Lead times for transformers, switchgear, and related gear stretch from 18-36 months and much of the shortfall is filled by imports from China, exposing the supply chain to the very geopolitical risks Washington claims to be racing against. The heavy reliance on imports for ...
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