Energy
LG Energy Solution's US utility storage contract and ProLogium's $3.8B Nasdaq SPAC listing mark a structural inflection in the energy storage investment cycle: demand-pull and capital-market validation are arriving simultaneously.
Preview briefChile's downgrade of copper production forecasts, combined with near-record prices and Virginia Transformer's accelerated greenfield expansion, confirms that physical supply chain bottlenecks will be the binding rate-limiting factor for AI infrastructure buildout through 2028.
Preview briefThe NextEra-Dominion combination is not a conventional utility consolidation: it is deliberate infrastructure pre-positioning to become the bankable, scaled power counterparty that hyperscalers require for multi-gigawatt AI campus commitments.
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