5 stories in today’s Global Energy Lens:
🔹US tariffs shake energy markets
🔹China restricts critical mineral exports
🔹Executive order targets state energy laws
🔹Could Russian oil reenter global trade?
🔹Geopolitics heat up in an ice-free Arctic
open.substack.com/pub/climatea...
New issue of the Global Energy Lens!
🔹Russia and Ukraine’s first ceasefire focused on energy infrastructure
🔹U.S. military campaign against the Houthis and effects on Iran
🔹Israel’s expanded natural gas exploration
🔹Key takeaways from CERAWeek
Check it out!
open.substack.com/pub/climatea...
In this week’s Global Energy Lens newsletter, we break down:
📉 US tariffs on Canada & Mexico
⛽️ Europe’s stalled move away from Russian energy
⛏️The Ukraine-US critical minerals deal
⚡️ The IEA’s plan to fix global supply chains
Read more here: open.substack.com/pub/climatea...
7/ So where does this leave tech & energy companies betting big on AI-driven power demand?
That’s the billion-dollar question. And right now, no one has a clear answer.
Curious to learn more? Check out the full story in this week's Global Energy Lens:
6/ The real takeaway?
🔸 AI’s energy trajectory is uncertain.
🔸If efficiency gains outpace adoption, demand could level off—shifting energy market expectations while easing the clean energy transition.
🔸 But if AI workloads explode? We’re still looking at an energy crunch.
5/ Second, inference energy use.
🔹DeepSeek’s R1 is a reasoning model, which means it takes a longer logic path than gen AI. Per MIT
Tech Review, it can consume up to 87% more energy than Meta’s Llama model to get to a final answer. The savings in training may not carry over.
4/ But there’s a catch—two, actually.
🔹First, Jevons paradox. As Microsoft CEO Satya Nadella noted, efficiency often leads to higher consumption. If AI gets cheaper to train, demand could surge, wiping out energy savings.
3/ If true, this is a potential game-changer for AI’s energy consumption.
The AI industry has been driving record-breaking power deals, with fears that data centers will overwhelm the grid. Now? DeepSeek suggests AI can scale with far less power.
2/ Meet DeepSeek.
Last week, it unveiled an AI model that matches top competitors while using just 1/10th of the computing power.
How? By refining the "mixture of experts" technique, which turns off large portions of the model during training.
1/ AI's energy boom? Not so fast.
The assumption has been simple: AI growth = skyrocketing energy demand. That’s why Google, Microsoft & Amazon are locking in nuclear & renewables to power their data centers.
But a Chinese AI company just threw a wrench into that narrative 🧵👇
New issue of the Global Energy Lens out today:
An AI Breakthrough That Could Upend the Energy Landscape, plus the future of Russian gas in Europe, Ukraine's critical minerals, political backlash in Norway, and new sanctions on Iran. Check it out
open.substack.com/pub/climatea...
Check out this week's new post: A New Energy Tack in America open.substack.com/pub/climatea...
Excited to share that I've restarted my regular briefings on the intersections of energy, climate, and geopolitics. My new newsletter, The Global Energy Lens, resumed today with the first briefing of the year. Check it out here: climateandenergygeopolitics.substack.com/p/russias-fi...
