Everyone knows getting power for data centersis a challenge for U.S. AI development — but don't sleep on minerals, new and recent analyses warn.
Why it matters: A new Barclays report finds that obtaining critical minerals and attracting elite talent are the "new battlegrounds in the fight for AI supremacy."
One way to think about OPEC+'s accelerated return of barrels: Saudi Arabia and some other members see President Trump — for now — as more invested in lower prices than in what's comfortable for U.S. producers.
Why it matters: Crude prices are falling again to open the week following Saturday's OPEC+ decision to boost output by another 411,000 barrels per day next month.
