Global Leading-Edge Wafer Consumption by Customer 👇🏼

World’s largest transformer maker warns of supply crunch on.ft.com/3NQ9jkn

Battery storage in the US was at about 16,000 MW in 2023 and should hit 30,000 MW by the end of 2024. Where will be 3 years from now? Note: the average duration is about 3 hours.

Today’s smartphones showcase impressive new features such as AI-enabled photography and augmented reality experiences. What powers this progress? Advanced microchips. Discover the six crucial steps to manufacturing the chips behind these innovations. ⬇️ ms.spr.ly/6014Ww8Q2

US companies are plowing money into building data centers as they race to get ahead in artificial intelligence trib.al/34KGc6q

Ranked: Top Countries by Natural Resource Value 💰️ elements.visualcapitalist.com/ranked-top-cou…

China is the world's battery manufacturing hub. No other nation comes remotely close. #Climate #EVs #China

Battery energy storage is booming: Over the past three years, the Battery Energy Storage System (BESS) market has been the fastest-growing segment of global battery demand. As with EV market, China dominates global BESS deployments accounting for approximately 2/3 of capacity.

Commodity traders snap up assets and tighten grip on global supply chains on.ft.com/3XGr0bI

#SaudiArabia, already world’s largest oil exporter, is making ambitious pivot to become global #mining hub, by tapping the country’s $2.5 trillion in unexplored mineral resources. 1/🧵 #copper #nickel #lithium

It’s “shocking” how fast energy demand is rising.... ⚡🔌 In a recent #BXPatternRecognition, David Stubbs shares how private capital can help meet increasing power needs. Read more:

Global electricity demand from data centers is set to double in 5 years due to AI. Renewables will supply half the power by 2030, but coal, gas & nuclear remain key. The U.S. and China lead the shift, with AI both increasing emissions and helping cut them through efficiency.

China controls 70% of rare earth mining and 90% of processing. Beijing dominates gallium (98%) and germanium (60%) production, using its mineral monopoly as a geopolitical sledgehammer. Neodymium and praseodymium, key for EV magnets & wind turbines, are absent from the latest

📯🇩🇪Germany approved the construction of the A-Nord power link to bolster power interconnections within the country ⚡️This is a strategic step for the Energiewende strategy to add new wind power projects in the North bring green electricity to the industrialised South 🧵

So, someone told you the US can do without China? China is the core of global logistics supply chains. The US doesn't even rank. A trade war is BAD for the USA. Those who think otherwise are delusional and they are hurting the US. #China

Asia is coming together and expanding trade blocks. The US will have lost our position in the winner's circle when Trump is finished flip-flopping. ＃RECP ＃China

Probably will witness Black Swan event in EU energy sector due to reliance on renewable sources (wind/solar)...

Why Palantir is Getting into Nuclear Full-page ad in the Wall Street Journal taken out by Palantir Thursday announcing their strategic partnership with The Nuclear Company. I grabbed a copy and took this pic before my baby finished destroying it. People have been asking why

Middle East tensions could trigger food price shock, warns fertiliser boss on.ft.com/45I1CqL

War in the Middle East caused chaos in #urea market as prices surged before retracing substantial ground when a ceasefire was called 24 June. Still, prices were assessed significantly higher week on week despite production resuming in Egypt and Iran (1/3)