Paul Jackson

AI Data Center Demand Lifts U.S. Clean Energy PPA Prices

What Changed In The Clean Power Offtake Market The market for long-term corporate power purchase agreements is getting tighter and pricier. Surging demand from data center owners is colliding with a smaller pipeline of tax-eligible clean power projects, pushing up

Iran Conflict Squeezes Fertilizer Supply as Urea Prices Jump

What Happened: A Shipping Chokepoint Turns Into a Fertilizer Shock As the U.S.-Israel war with Iran moves into its third week, fertilizer markets are feeling the impact in real time. The disruption is not just about one country’s exports. It’s

Microsoft Unifies Copilot Teams in AI Reorganization

What Microsoft Changed Inside Copilot Microsoft (MSFT) is reorganizing its Copilot teams by bringing together the commercial and consumer versions under one unified structure. The company is moving quickly to improve its AI assistant and drive wider adoption, and the new setup is

Nth Cycle Signs $1.1B Lithium, Nickel Offtake With Trafigura

What Happened Critical metals refining company Nth Cycle said it signed a 10-year binding offtake agreement to supply nickel and lithium carbonate to commodities trader Trafigura, valued at about $1.1 billion. The deal was signed on the sidelines of the Indo-Pacific Energy Security Ministerial and Business Forum in Tokyo, placing it

Gulf Oil Exports Sink 60% as Hormuz Stays Largely Closed

Gulf Oil Exports Sink 60% as Hormuz Stays Largely Closed

What Happened in the Gulf Daily oil exports from the Middle Eastern Gulf have dropped sharply in the week ending March 15, as the Strait of Hormuz remained effectively closed and producers faced disruptions and output cuts tied to the

Nvidia GTC: Huang to Unveil New Chips, CUDA Updates

What Happens Monday at GTC Nvidia (NVDA) CEO Jensen Huang is set to lay out the company’s hardware and software roadmap at its annual developer conference, GTC, in San Jose, California. The keynote is scheduled for 11 a.m. Pacific (2 p.m. Eastern) and

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