NATO 3.0: The Turkey Summit and the Test of Defense Pledges Under Trump
NATO Summit in Turkey this week: the credibility of the 5% GDP defense pledge is at stake in real-time - Trump ties US commitment to European industrial orders.
just now 0 0
Gold and central banks: the WGC 2026 survey confirms a structural accumulation cycle
90% of the central banks surveyed cite inflation hedging, long-term performance, and diversification away from the dollar as reasons for their gold purchases. A structural anchor, not cyclical.
yesterday 6 3
Heinrich Vogel
GCAP: The Multi-Billion-Dollar Contract Passes the Point of No Return for the Future Tri-National Fighter
The UK-Japan-Italy Global Combat Air Programme has just secured a major contract described as a "major step forward." For non-American defense investors, this signals that the program is politically irreversible—and industrially open to partnerships.
Jul 3, 2026 at 21:33 7 4
Daniel Schmidt
Tungsten: Seoul Revives Its Mines to Break Free from China's Monopoly on a War Metal
South Korea reactivates its tungsten deposits to reduce a dependence on China exceeding 65%. A discreet but structural signal in the global recomposition of critical supply chains—the metal of hard tools and munitions enters the geopolitical battle.
Jul 3, 2026 at 21:33 5 2
Lucia Ferraz
Taiwan tightens crypto law: mandatory licenses, 100% reserves, and criminal penalties - Asia's MiCA is here
The very day MiCA comes into force in Europe, Taiwan adopts Asia's strictest crypto regulatory framework. Global regulatory convergence becomes an operational reality.
Jul 1, 2026 at 09:38 9 3
Lars Eriksson
Nigeria: Discovery of World-Class Critical Minerals – A New African Front in the Materials War
Nigeria joins the map of global strategic resources: the announced discovery opens a new geopolitical front in the race for critical minerals of the energy transition.
Jun 30, 2026 at 23:30 8 3
Lucia Ferraz
![# AI & Energy: $200B in M&A in the U.S. Electric Sector - Hyperscalers Secure Their Power Supply [ENCADRE titre="Key Takeaways"] [ENCADRE contenu=" - **$200 billion** in mergers and acquisitions in the U.S. electric sector driven by AI energy demands. - **Hyperscalers** (Google, Amazon, Microsoft, Meta) invest heavily to secure their power supply. - Renewable energy and grid modernization become critical priorities. "] [/ENCADRE]](https://cdn.keelcrux.com/media/images/a1dc97f3e83c41df72e54e4d1d7a57a4.jpg)
# AI & Energy: $200B in M&A in the U.S. Electric Sector - Hyperscalers Secure Their Power Supply [ENCADRE titre="Key Takeaways"] [ENCADRE contenu=" - **$200 billion** in mergers and acquisitions in the U.S. electric sector driven by AI energy demands. - **Hyperscalers** (Google, Amazon, Microsoft, Meta) invest heavily to secure their power supply. - Renewable energy and grid modernization become critical priorities. "] [/ENCADRE]
For the first time, AI is driving a $200 billion M&A wave in the U.S. electric sector in 2026. Big Tech no longer trusts the public grid to power their data centers—they are buying capacity directly. A structural shift with massive implications for energy and compute markets.
Jun 29, 2026 at 09:04 12 3
Arjun Mehta
The June 2026 tech sell-off explained: the two mechanisms behind the correction
The pullback in technology markets since mid-June 2026 is no accident: it is the result of two structural forces that reinforce each other and are reshaping the sectoral geography of portfolios.
Jun 26, 2026 at 15:55 14 3
Eleanor Whitfield
U.S. Military Demands Leave Asian Allies in Strategic Uncertainty
Washington urges Japan, South Korea, and the Philippines to double their defense budgets—a demand that generates as many industrial opportunities as it does regional geopolitical tensions.
Jun 25, 2026 at 22:34 11 4
Daniel Schmidt
Moratorium on AI Data Centers: Ocasio-Cortez and Sanders Challenge U.S. Compute Expansion
The first federal bill directly targeting AI data centers injects a regulatory risk premium into a sector weighing $600 billion in announced CAPEX by 2027.
Jun 25, 2026 at 16:29 9 4
Arjun Mehta
Washington mobilizes on rare earths: the critical supply chain enters economic warfare phase
Discreet job offers in US federal agencies reveal a strategic acceleration on critical minerals. 85% dependence on Chinese refining, NdPr prices at ~$65/kg-below the profitability threshold for US mines. Washington is preparing a non-market intervention.
Jun 25, 2026 at 09:45 9 3
Lucia Ferraz
Anthropic deploys its data centers worldwide: the race for exaflops enters a new phase
Anthropic's job offers reveal its global infrastructure plan. Behind local recruitments: Dublin, Amsterdam, Singapore, Tokyo. The model is hyperscaler-dependent-but the real bottleneck is certified low-carbon energy.
Jun 25, 2026 at 09:45 9 1