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The relentless race for AI capacity on.ft.com/4ooWAX5

Maersk, a bellwether for world trade, raised its financial outlook for 2025 saying demand outside North America is “resilient” even amid concerns over a trade war bloomberg.com/news/articles/…

CHART OF THE DAY: Germany's energy-intensive industrial production revisits the lows (last data point is June, which came out today). Energy-intensive industrial output is now >20% below what it was a decade ago. For Germany, the European energy crisis isn't over.

Ordos City Part 2: Empire of Electricity In my last post about Ordos, I talked about my visit to the coal mine. But that's not all Ordos has. Actually, Ordos is incredibly blessed with renewable energy resources too, including sun that shines and wind that blows all day.🧵

IRAN/ISRAEL cyber-warfare: ft.com/content/37f212…

IF YOU would like to receive a free daily digest of best in energy news and research, you can add your email to the ciruclation list via my website jkempenergy.com/daily-digest/

SPAIN’s transmission system has not kept pace with rapid deployment of solar generation: ft.com/content/089487…

Diesel bulls realise profits as stocks replenish Investors sold middle distillates last week at the fastest rate for four months as shortages stemming from Israel’s war with Iran eased and the United States imposed punitive tariffs on several major emerging markets. Hedge funds

IF YOU would like to receive a free daily digest of best in energy news and research, you can add your email to the circulation list via my website jkempenergy.com/daily-digest

INDIA’s petroleum consumption declined by 0.5% in the first seven months of 2025 compared with the same period a year earlier. It was only the second seasonal decline in more than two decades (the other was during the first wave of the pandemic in 2020). India was expected to

U.S. SERVICE SECTOR prices increased at an annualised rate of 3.25% over the three months ending in July (3.82% if rents are excluded). Service sector inflation is no longer converging towards the central bank’s whole-economy target of a little over 2% and instead shows signs of

INVESTMENT FUNDS sold futures and options equivalent of 17 terawatt-hours (TWh) of gas over the seven days ending on August 8. Funds have sold in six of the last seven weeks reducing their net position by a total of 84 TWh since June 20. Europe’s storage is refilling smoothly and

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Oil prices slide as OPEC⁺ refocuses on market share - lower prices sharpen U.S./EU incentives for tougher sanctions: jkempenergy.com/2025/08/13/oil…

Holiday Reading 1: