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The Four Iran War End-Games Revisited, And The Peak Pressure Points
The Four Iran War End-Games Revisited, And The Peak Pressure Points
Submitted By Peter Tchir of Academy Securities
A Yogi Berra Kind of Weekend
There is something special about “home openers.” The baseball season can drag on, but the home opener is such a great reminder that summer is on the way and that the possibility of winning it all remains in your reach. Maybe that is why I have Yogi Berra on my mind.
Or maybe, and far more likely, it is because a lot of recent discussions seem to lend themselves...
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Goldman Breaks Down Build America 250 Impact On Construction Stocks
Goldman Breaks Down Build America 250 Impact On Construction Stocks
The Build America 250 bill is a proposed transportation infrastructure funding package covering federal projects between 2027 and 2031 and would succeed the Biden-era Infrastructure Investment and Jobs Act, which expires in the coming months.
Goldman analysts, led by Ben Rada Martin, stated that the Build America 250 bill has cleared House committee approval with limited amendments, providing greater clarity around $580 billion for highways, bridges, and other transportation infrastructure.
One main point from the Goldman note is that Build America 250...
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Largest US Electric Grid Gets Approval To Curtail Data Centers During Hot Weather
Largest US Electric Grid Gets Approval To Curtail Data Centers During Hot Weather
By Ethan Howland of Utility Dive
Power plant and transmission owners often take their facilities offline in the spring for maintenance so they are prepared for the summer, PJM noted. The largest US electricity grid operator said it expected power plants totaling more than 40 GW would be offline for planned outages on May 18.
An Amazon Web Services data center in Stone Ridge, Va. The PJM Interconnection will be able to curtail data centers and other large loads...
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