Live from New Delhi. This is inside with Haslinda Amin, where we will dig into India's fast rising artificial intelligence ambitions and the shockwaves hitting the country's storied I. T.giants. As India hosts one of the world's biggest AI summits. We speak live with Schneider Electric CEO Olivia Bloom, ServiceNow president and CEO Omid Zaveri and Fractal Analytics co-founder and CEO.Trick on the Alarm, uncanny about how this technology is reshaping the world. And we bring you more from our conversations wi ...

China’s carbon dioxide emissions fell 0.3% in 2025, the first annual decline since Covid-era restrictions in 2022 — and more importantly, a reduction that’s happened even as energy demand growth remains strong https://t.co/mNOLroKdzW ...

Let's talk more about these deals and more with CEO and founder Paul Prager of Terolf. Paul, good to have you back on the program. What are you gaining by adding over one gawatt, I think almost two or more of power from these two facilities.>> We're doubling our pipeline. Uh we needed the power and the hand energy infrastructure to meet the needs of data centers for our customers. That's what we've done.Hawville is near-term. We have immediate access to 480 megawatts. In Morgantown, we're doing where the ho ...

Group 1: Oil and Gas Prices - Crude oil and gasoline prices reached one-month highs, with February WTI crude oil closing up by $1.36 (+2.35%) and February RBOB gasoline up by $0.0203 (+1.15%) [1][2] - Rising tensions in Iran, the fourth-largest OPEC producer, are supporting crude prices as protests escalate against the government [2][3] - The dollar index rallied to a four-week high, causing crude prices to retreat from their peak levels on Friday [2] Group 2: Economic Indicators - The US economic outlook is optimistic, with the December unemployment rate falling by 0.1% to 4.4%, indicating a stronger labor market than the expected 4.5% [4] - The University of Michigan's January consumer sentiment index increased by 1.1 to 54.0, surpassing expectations of 53.5 [4] Group 3: Market Dynamics - The upcoming annual rebalancing of commodity indexes is expected to lead to buying of oil contracts, with Citigroup projecting inflows of $2.2 billion in futures contracts over the next week [5] - Concerns about energy demand are present, as Saudi Arabia cut the price of its Arab Light crude for February delivery for the third consecutive month [5] Group 4: Price Forecasts - Morgan Stanley predicts that the global oil market surplus will expand further and peak mid-year, leading to downward pressure on prices [6] - The crude price forecast for Q1 has been cut to $57.50 per barrel from $60 per barrel, and for Q2 to $55 per barrel from $60 per barrel [6] - Vortexa reported a 3.4% week-over-week decrease in crude oil stored on tankers that have been stationary for at least seven days, totaling 119.35 million barrels [6]

Group 1 - Crude oil and gasoline prices are experiencing upward momentum due to heightened geopolitical risks in Venezuela and Russia, alongside a stock market rally that boosts economic outlook and energy demand [2][4] - The dollar index reaching a one-week high is limiting the gains in crude prices, while a bearish global supply outlook continues to exert downward pressure [2] - The crude crack spread has fallen to a six-month low, which is discouraging refiners from purchasing crude oil for refining into gasoline and distillates [3] Group 2 - Escalating geopolitical tensions, including a blockade of sanctioned oil tankers by the US and potential increased sanctions on Russian energy exports, are supportive for crude prices [4] - Recent reports indicate a significant increase in crude oil stored on stationary tankers, reflecting concerns about global energy demand and expectations of an oil glut [5] - Ukrainian attacks on Russian refineries have limited Russia's crude export capabilities, exacerbating the fuel crunch and lowering global crude supplies [6] Group 3 - OPEC+ has decided to pause production increases in Q1 of 2026, following a planned increase of 137,000 barrels per day in December, in response to an emerging global oil surplus [7] - The International Energy Agency (IEA) has forecasted a record global oil surplus of 4.0 million barrels per day for 2026, indicating ongoing challenges in balancing supply and demand [7] - OPEC's crude production has decreased by 10,000 barrels per day to 29.09 million barrels per day, as the organization attempts to restore previous production cuts [7]

Industry Trends & Demands - The economy is energy-thirsty, with significant demand on the electric grid due to AI data center projects [1] - Electrification demand in the market cannot be met without manufacturers like Alamo, a large bushing manufacturer [2] - Demand for electricity throughout North America has never been greater [5] Workforce & Manufacturing - There is a shortage of engineers as manufacturing scales up across the US [4] - Manufacturing requires mechanical, quality engineers, and overall workforce support [1] - Hitachi is a premier manufacturing operation in West Tennessee [6] Education & Partnerships - Collaboration between manufacturers and educational institutions is crucial for success [4] - Union University in Jackson, Tennessee, has a strong engineering program and partners closely with manufacturers [5] - Mentorship programs, like the one between Susie and Oscar, are vital for developing talent [3] Location & Community - West Tennessee is at the center of conversations about the future of energy, advanced manufacturing, and education [4] - Jackson, Tennessee, offers a desirable lifestyle for young engineers with social opportunities [6] - The community at Hitachi feels like family [2] Operational Excellence - Alamo achieved zero downtime yesterday [2]

Core Viewpoint - Crude oil and gasoline prices are rising, driven by geopolitical tensions and market confidence, despite some bearish signals from major producers [2][3][4]. Group 1: Price Movements - January WTI crude oil is up by 0.41 (+0.69%), while January RBOB gasoline is up by 0.0093 (+0.51%) [1]. - Crude oil prices have reached a two-week high, supported by ongoing geopolitical risks and a rally in the S&P 500, which indicates confidence in economic outlook and energy demand [2]. Group 2: Geopolitical Factors - The ongoing war in Ukraine is maintaining sanctions on Russian energy exports, contributing to higher crude prices [2]. - Russian President Putin has threatened to attack ships aiding Ukraine, and recent drone attacks on Russian tankers in the Black Sea have heightened geopolitical risks [3]. Group 3: Supply Dynamics - Reduced crude exports from Russia are supporting prices, with shipments falling to 1.7 million barrels per day (bpd) in early November, the lowest in over three years [5]. - Ukrainian attacks on Russian refineries and infrastructure have exacerbated the fuel crunch in Russia, limiting its crude export capabilities [5]. - New US and EU sanctions on Russian oil companies and infrastructure have further curtailed Russian oil exports [5]. Group 4: Market Signals - Saudi Aramco has cut the price of its Arab Light crude oil for Asian customers by 30 cents per barrel for January delivery, indicating weakened energy demand [4]. - The rise in crude prices followed a technical buying trigger after prices surpassed the 50-day moving average [2].

Core Viewpoint - The article discusses BCI Group's innovative approach to addressing the conflict between the explosive growth of AI computing power and energy demand through a vertically integrated model [1] Group 1: Vertical Integration Model - BCI Group's CEO emphasizes that traditional data center operations are transitional and that a "vertical integration" model was proposed seven years ago [1] - The model aims to achieve three levels of "consistency": - Technical consistency, integrating energy and computing center architecture, leading to new forms like containerized computing centers and modular computing units [1] - Capital consistency, where capital must cover upstream and downstream aspects from energy to computing services, differing from the past clear division of labor [1] - Operational consistency, breaking traditional boundaries in enterprise operations, extending from data centers to equipment manufacturing, new energy generation, and storage [1] Group 2: Industry Trends - Leading AI companies and large model enterprises overseas have adopted this integrated capital layout, indicating a shift in industry practices [1] - The approach reflects a broader trend in the industry towards more cohesive and efficient operations in response to the demands of the AI era [1]

Energy Demand & AI - AI energy demand is challenging due to years of flat demand followed by a sudden race to catch up with fast energy prospects [1] - Odyssey Energy Solutions CEO Emily McAteer discusses the challenges of meeting AI energy demand [1] Company Focus - Odyssey Energy Solutions is highlighted in the context of AI energy demand [1]

You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. AI’s runaway energy demand is igniting a massive new boom — and most investors aren’t ready for it. On this episode of Trader Talk, Kenny Polcari and Wall Street veteran Lou Basenese break down why the AI build-out is hitting a wall of power, which sectors could benefit first, and where the real long-term value is hiding beyond the Magnificent 7. They uncover opportunities across natural gas, nuclear, data cent ...