How Russia and China are winning the war in Iran

The expanding war in Iran is disrupting, if not devastating, the global economy. Meanwhile, the sound of silence from normally voluble leaders of China and Russia is telling. From their point of view, silence is the best way for them to let Washington entangle itself in a protracted war in the Middle East, opening space to expand the influence of President Vladimir Putin of Russia in Europe and for President Xi Jinping of China in the Indo-Pacific.Iran’s strategy of closing the Strait of Hormuz using naval mines, coastal missile batteries, and drone swarms is holding the global economy hostage...

Utilities & AI: seizing the opportunities, navigating the complexity

Artificial intelligence (AI) increasingly matters for Utilities because its development, through data collection and processing, relies on data centers (DCs)-hosted servers. AI adoption is likely to fuel substantial incremental power demand through to 2030, as new, more energy-intensive servers are being deployed. The present document explores the opportunities as well as the sources of complexity associated with AI development for European power Utilities (EDF, EDP, EnBW, Enel, Engie, Iberdrola, Naturgy, Orsted, RWE). It analyzes the various activities presently emerging in the sector to adre...

中東高頻數據追蹤：事態升級的風險大於達成協議的可能性（繁）