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Intelligence for the New World Economy

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Intelligence for the New World Economy
Semafor World Economy

Energy

US pressures European nations to release emergency diesel supplies

The White House administration turned to coercion in efforts to tame surging fuel prices, telling European capitals to either release their emergency diesel supplies or face a US diesel export ban.
Gas prices in Germany
Axel Schmidt/Reuters

UAE pushing for more investment in global water infrastructure

Despite attacks by Iran on desalination plants this year, the UAE hasn’t experienced a single day of water supply cuts.
Dubai skyline.
Rula Rouhana/Reuters

Texas politics could delay investment decision for huge Chevron data center

Project Kilby is moving forward while grappling with the public AI backlash.
Data center in Texas.
Shelby Tauber/Reuters

White House taps Strategic Petroleum Reserve

The US will offer to loan energy producers up to 40 million barrels of oil.
Strategic Petroleum Reserve facility
Adrees Latif/Reuters

Africa and Asia expected to drive a boom in refining capacity

The outlook found Africa and the Asia-Pacific region would account for 95% of total refining growth.
Natref oil refinery in South Africa.
Siphiwe Sibeko/Reuters

Bond selloff deepens on oil fears

The US 10-year Treasury yield returned to highs not seen since 2007, as faltering US-Iran diplomacy rekindled fears of higher-for-longer oil prices.
NYSE traders
Brendan McDermid/Reuters

Trump threatens diesel export ban again

The US is the world’s biggest diesel producer and exporter, and Trump’s threat has put buyers on alert.

Expanding biofuel production could require an area the size of Germany

Global biofuel production is expected to rise by around 70% between 2025 and 2030.

A seven-day proposal to reopen Hormuz is on the table

The proposal builds on an earlier agreement to extend a ceasefire, which collapsed in July.

Enough about the data centers already

One thing I took away from New York Climate Week, is that the raging debate around AI infrastructure is just the tip of the iceberg.

Southeast Asia continues its $160 billion gas buildout

The region is carrying on even as the Middle East conflict exposes its vulnerability to supply shocks.

China’s clean tech exports prevented more than the UK’s annual emissions

Solar panel exports to South Asia alone were responsible for almost a third of the avoided emissions..

US energy secretary downplays diesel export ban idea as prices climb

Oil prices rose above $100 a barrel on the US-Iran geopolitical deadlock.

Data centers have an insurance problem

Skeptical insurers are the latest headache for data center developers, on top of hardware shortages, angry neighbors and permitting delays.

Electricity could meet a third of global consumption by 2035

High energy prices caused by the Middle East conflict could make even more of today’s energy demand economical to electrify.

Climate finance needs an overhaul

For developing countries, more green tech capital doesn’t always translate to a cheaper and cleaner energy system.

‘Hold us accountable’ on data centers, Amazon sustainability chief says

Kara Hurst said the tech giant would seek to be more transparent about the environmental impact of its massive data center buildout.

Hormuz disruption will lead to ‘structural shift’, Shell Foundation CEO says

The disruption will result in “a permanent shift to energy that is much more reliable,” Jonathan Berman said at Semafor’s The Next 3 Billion.