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• MoneyA few narrow stretches of water can still move the price of almost everything.Energy companies are reconsidering a just-in-time export system after disruptions around the Strait of Hormuz and Bab el-Mandeb. The lesson is bigger than oil: global supply chains can be efficient and still be fragile.
• ExplainedCountries keep emergency oil underground for moments exactly like this.The IEA is discussing another coordinated release of oil and diesel stocks as energy markets face supply disruptions. Strategic reserves exist to buy time during severe shortages, not to make fuel permanently cheap.
• ExplainedCarbon dioxide gets the attention. Faster climate wins may come from the pollutants beside it.Methane, black carbon, ground-level ozone, nitrous oxide and high-warming refrigerants can have an outsized effect on near-term warming. Cutting them does not replace CO₂ reductions, but it can slow warming faster.
• TechGoogle just signed for 3.6 gigawatts of power. AI is turning tech companies into energy companies.Google’s new Constellation Energy agreement covers 3,590 MW of power, including 890 MW of added nuclear capacity. The deal shows how AI competition is moving from chips and models into electricity, grids and long-term energy contracts.
• TechBig Tech does not want to buy every AI chip from the same shelf.Nvidia remains the center of the AI-computing boom, but cloud companies are also designing custom silicon for specific workloads. Marvell’s rising forecasts show how valuable that second market is becoming.
• TechGoogle may have to put ChatGPT and Perplexity beside Search. The fight is really about the default.UK regulators have proposed putting AI assistants on Android and Chrome search-choice screens, while publisher disputes are putting pressure on how Google uses and pays for content. The bigger shift is distribution: the next search war may be decided before anyone types a query.
• MoneyA bond yield just hit a 24-year high. Why should anyone outside Wall Street care?The U.S. 10-year Treasury yield briefly touched 5.34%, its highest level since 2002. That number lives in the bond market, but its effects reach mortgages, business loans, government budgets and the price investors put on almost everything else.
• CultureGreta Garbo died in 1990. An AI version of her is now selling ball bearings.A new SKF advertisement recreates the famously private Hollywood star with generative AI. The technology is impressive. The stranger question is what happens to a person’s image when death is no longer the end of their commercial presence.