🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

“A crucial problem for U.S. shipbuilding is its increasingly long production. Most modern warship designs take much longer to build than their World War II counterparts; at the same time, U.S. industry has become less efficient, not more.” foreignaffairs.com/united-states/…

Two slides from Dominion 4Q24 deck: -Virginia is ~5x the size of the next closest market in the US in terms of Data Center MW Capacity, ~4x the next in the global market -Since 2013, Dominion averaged ~15 data center connections per year; ~1GW/yr the last 3 years

China has two reasons to be very upset today.

Good reminder to trust actual journalists

Commodities starting to price a global recession with tariffs going forward for good. Equities still in denial, hoping this is just rhetoric and that tariffs will be negotiated down in a big way. Who is right?

Seems like this sectoral tariffs bullet point is also getting lost in a lot of reactions ⬇️

Long Beach, LA, and other West Coast ports are most exposed to China trade, per U.S. Census data, though ports like Savannah and Houston would also feel significant impacts from a de facto embargo. Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️ Tom Shugart Bill Bishop

Andy Masley is doing heroic work trying to explain to people why not to worry about the climate impact of their LLM searches:

Interesting chart — the same amount of top AI talent is leaving the US as is entering, which clearly hasn't been the norm

“To win the AI race against the Chinese government, US energy policy must shift from a climate-first lens to one that prioritizes national security and securing a growing supply of power,” writes Global Energy Center’s Joe Webster: atlanticcouncil.org/blogs/energyso…