Global commercial flight activity is up 7.8% y/y

The rapid growth of AI offers upside to energy markets. But it's complicated:

Columbia: Alexander Hamilton is rolling in his grave twitter.com/sentdefender/s…

Things you see in Houston with oil prices over $80

The rapid growth of AI offers upside to energy markets. But it's complicated:

There are close connections between the energy industry, geopolitical events, and the personal enrichment of political leaders and their families.

This is key to understanding geopolitical risks to the oil market and related media narratives, particularly in an election year.

'Clean energy' is a myth. China is a leading beneficiary.

The Joe Biden administration turns a blind eye while Apple operates as a monopoly.

While they criticize and punish oil & gas companies in the highly competitive and important energy sector.

Jarring dissonance.