David Fickling
The Iran war is coming for your Diet Coke
The disruption in aluminium exports is hitting beverage manufacturing and power grid build-outs
Why US$70 should be the most worrying number for LNG
The number is a decent approximation for the price of LNG-fired electricity from an existing plant
A forgotten crisis explains today’s oil shock
With oil and gas supplies soon running out, Iran’s US$2 million-per-ship fee for safe passage to non-hostile nations seems pretty competitive
Expensive oil is EV makers’ best sales pitch
The supply shock from the Iran war is accelerating Asia’s electric vehicle revolution
Hormuz is the hidden risk to the AI economy
The current geopolitical emergency shows that chip-producing South Korea and Taiwan need to increase the use of renewables
The ships moving global trade are going electric
With each passing year, batteries get cheaper, lighter and more powerful
Musk is beating China’s 203,000 paper satellites
The country’s plans are best understood not as a genuine expansion, but a bid to hobble the front-runner
China’s energy future still runs on old technology
The country already has the power grid of the future; the problem is it’s being used in a grossly inefficient manner
World’s food security is facing a triple threat
Humanity’s risk of starvation is going up with falling crop yields, strained water supplies and restrictive food trade
Cement is hitting a wall. There’s no coming back
Prices are at their lowest in a decade, and factories are saddled with more than twice the capacity they need