Blacklight Research

Tracking the future of energy, transportation, manufacturing, technology, materials, infrastructure, life, living, and longevity

[Blacklight Research @Blacklight_Go]

The global gas market no longer rests on three pillars. It now rests on two hands, and one is shaky.

Blacklight Research has just published: ATLAS GASPED: THE WORLD AFTER RAS LAFFAN, our assessment of what the destruction of Qatari LNG capacity means for global gas pricing through winter 2027.

To access your complimentary copy, send an email with the word ATLAS to [email protected]

[Blacklight Research @Blacklight_Go]

Gasoline is driving toward $4/gal. It still claims only 2.4% of the U.S. consumer wallet. Historically cheap. How far to stress? We mapped 67 years of pump prices against disposable income and put the pain thresholds in dollar terms. Oil industry leaders meeting Vance and Wright in Washington today.
https://t.co/x18eIDjGfd

[Blacklight Research @Blacklight_Go]

Intelligence is compute.
Compute is energy and racks.
Today, energy and racks are built on hydrocarbons.

AI is physical.

When fusion scales, AI will still rely on its ties to the material world, not eliminate them.

The digital frontier runs on physics.

#AI #Energy #Innovation

[Blacklight Research @Blacklight_Go]

SILVER'S $84 MILESTONE AND TODAY'S –8% REALITY CHECK: PEAK OR PAUSE?

▪ New Chinese #silver export restrictions hit the physical supply chain

▪ More aggressive #CME margins tighten the paper market

▪ A telling silver-specific post from @elonmusk

How will the relevant drivers resolve?