You Can Buy Love... (But It's Never Been More Expensive)

Chinese Grid Operators Resist Plans To Boost Renewables To Power AI Authored by Charles Kennedy via OilPrice.com, Grid operators are concerned that the Chinese drive to hike the share of renewable electricity powering AI would raise the risks for power firms as peak demand at data centers is difficult to forecast. Industry analysts and officials have told Reuters that the Chinese strategic priority of having renewables power the majority of electricity demand at data centers by 2030 may not be feasible. “From what we understand, they (data centers) cannot really adjust power consumption load much,”...

"Get Long And Buckle Up": Jeff Currie Says Commodity Bull Market Entering Next Leg The breadth of the commodity advance is becoming increasingly difficult to ignore. Quantix Commodity Index Diesel crack spreads have surged above $100, copper is trading above $14,000 a ton in London, gold and silver are accelerating amid US Treasury market intervention, and the Bloomberg Agriculture Spot Index is surging higher. At the same time, the dollar weakened sharply following Treasury Secretary Scott Bessent's intervention this week, providing an additional tailwind to the commodity complex. According to veteran commodities strategist...