OilPrice estimates that $130 billion worth of AI projects are effectively blocked in the United States. It's no longer silicon that's in short supply: it's electricity, permits, and authorized land. New rationing regime for compute.
20 min ago 0 0
For the first time since June 2023, the US PCE index exceeds 4% year-over-year—and markets must now price in a rate hike that many had hoped was unlikely.
Jun 25, 2026 at 22:33 12 2
While EV registrations rose by 3.2% in May in the EU and the first mega battery recycling plant opened in British Columbia, OilPrice.com notes that cobalt remains a critical supply risk for premium EVs-a vulnerability that the rise of LFP only partially addresses.
Jun 25, 2026 at 03:01 12 4
The EV sector has massively adopted cobalt-free LFP batteries. But OilPrice warns: manufacturers that retain the NMC chemistry (high energy density) remain exposed to major supply disruptions concentrated in the DRC. The phantom risk is still there.
Jun 24, 2026 at 10:00 11 2
In 2020, Tesla and BYD "solved" the cobalt problem by switching to LFP batteries. In June 2026, an OilPrice analysis shows that the EV industry remains exposed to a structural cobalt risk-concentrated precisely in the most profitable segments.
Jun 23, 2026 at 12:57 6 1
Chinese producer prices rise to their highest level in 4 years while domestic consumption slows down. The global transmission channel is shifting: China is no longer exporting disinflation.
20 min ago 0 0
After the price hikes from OpenAI and Anthropic, several American companies are adopting DeepSeek and Qwen: Chinese compute deflation becomes an adjustment variable for US AI budgets.
yesterday 0 0
Two months of record outflows: US spot Bitcoin ETFs lose nearly $9B cumulatively. The institutional channel withdraws as the price rebounds on the dovish NFP.
Jul 4, 2026 at 12:19 6 2
Beijing isn't just exporting electric cars and solar panels—it's exporting its disinflation. And Europe is absorbing the effects more than it admits.
Jul 2, 2026 at 16:36 9 3
The AI paradox: the companies building tomorrow's data centers see their stocks decline while their order books overflow.
Jul 2, 2026 at 16:36 9 5
The worst monthly close for tech mega-caps since 2022: in thirty days of June, the seven Nasdaq giants collectively lost $2.3 trillion. A major market signal at the opening of H2 2026.
Jun 30, 2026 at 16:47 8 5
The week of June 26 marks a turning point: BTC approaches its lowest level since August 2024 while U.S. spot ETFs experience their worst week of outflows since their launch.
Jun 28, 2026 at 11:18 12 7
