Speculation surrounds Tokyo’s temperature on July 12, with a new market suggesting a 50% chance of a 21°C low. Details are still emerging.
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Air Quality & Climate
6 posts
National Geographic Surges In Global Coverage
National Geographic has increased its international coverage, with mentions rising over sixfold, signaling a major strategic shift in its global outreach.
Will Average **Gas Prices** Be Above $3.800?
Market activity suggests a rising trend in gas prices, with recent trades indicating a likelihood of exceeding $3.800. Key factors and uncertainties explained.
Frank Elderson: The green transition – benefits and barriers
ECB’s Frank Elderson highlights the advantages and challenges of the green transition, emphasizing its importance for Europe’s economic and environmental future.
The queue. Why the grid, not the chip, is the binding constraint on AI.
The US AI buildout is now constrained by grid interconnection delays, shifting focus from chip supply to infrastructure bottlenecks and private power solutions.
The gigawatt gap. Why China is structurally positioned for AI power and the US is engineering around its grid.
Analysis of how China’s centralized infrastructure and renewable buildout give it a gigawatt-scale advantage in AI deployment, contrasting US fragmentation.