Lightnews — Scholar-powered news

StockMarketNews @investinq.bsky.social · 1h

China is installing solar power at a pace the world’s never seen.

In just the first half of 2025, it added more capacity than the U.S. has built in its entire history.

That’s 256 gigawatts, more than double the rest of the world combined.

Remind me again, what’s stopping us?

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StockMarketNews @investinq.bsky.social · 2h

Canceling a 6.2-gigawatt solar project enough to power over 2 million homes makes no sense when electricity prices are hitting record highs.

Why can’t we expand solar while building out other energy sources at the same time?

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StockMarketNews @investinq.bsky.social · 4h

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StockMarketNews @investinq.bsky.social · 4h

The smarter our machines get, the hungrier they become.

Every prompt, every upgrade, every training run consumes more power than the last.

AI may reshape the world, but only if the world can keep the lights on.

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StockMarketNews @investinq.bsky.social · 4h

China already has 29 nuclear reactors under construction.

The U.S. has none.

While we argue, others are quietly locking in the energy foundation of the next industrial age.

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StockMarketNews @investinq.bsky.social · 4h

By 2035, AI data centers could consume 1,600 TWh a year.

If they were a country, they’d rank fourth worldwide in power use, behind China, the U.S., and India.

Digital ambition has collided with physical limits.

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StockMarketNews @investinq.bsky.social · 4h

Data centers now use about 5% of U.S. electricity.

McKinsey expects that share to more than double by 2030, adding 40% of all new demand this decade.

Energy is no longer just a resource, it’s the choke point for progress.

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StockMarketNews @investinq.bsky.social · 4h

Electric bills already show the strain.

In deregulated states like Maryland, Connecticut, and California, prices have surged 29% in three years.

California’s up 70% since 2017, with residents now paying twice the national average per kilowatt-hour.

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StockMarketNews @investinq.bsky.social · 4h

Estimates show that by 2026, spare grid capacity across major regions will drop below safe reliability levels.

Blackouts, brownouts, and pricing chaos will become normal.

AI can’t run 24/7 when the grid itself is running on fumes.

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StockMarketNews @investinq.bsky.social · 4h

Meanwhile, companies are signing billion-dollar AI deals that demand more power than some cities.

Oracle’s partnership with OpenAI alone requires 4.5 gigawatts about two Hoover Dams.

The grid wasn’t built for this kind of corporate arms race.

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StockMarketNews @investinq.bsky.social · 4h

Nuclear energy is viewed as the only realistic fix, yet one plant takes more than a decade to build.

Each reactor generates around 8,000 GWh a year, meaning roughly 70 new ones would be needed just for AI.

The U.S. has added two in thirty years. The math doesn’t add up.

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StockMarketNews @investinq.bsky.social · 4h

Every AI model, image, and chatbot reply burns electricity.

Data centers are now the new factories, massive, unrelenting, and always on.

The problem is simple: we built infinite digital demand on top of a physical grid that was never designed to handle it.

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StockMarketNews @investinq.bsky.social · 4h

A generational crisis is brewing.

The AI boom is consuming power faster than the grid can keep up.

By 2028, U.S. data centers could use 6.7%–12% of America’s electricity enough to power 24 million homes.

We taught machines to think, but forgot how to keep the lights on

(a thread)

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StockMarketNews @investinq.bsky.social · 15h

Just In: China says it held working-level trade talks with the US yesterday, adding that US-China cooperation benefits both sides.

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StockMarketNews @investinq.bsky.social · 19h

Want to become a smarter investor?

I share all my deeper insights in my weekly newsletter.

Join thousands of readers to become a better investor.

Investinq’s Substack | Stockmarket.News | Substack

We break down the biggest moves in macro and markets every day. Clear and concise, built for readers who want to have a real understanding of markets. Click to read Investinq’s Substack, by Stockmarket.News, a Substack publication with thousands of subscribers.

www.thestockmarket.news

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StockMarketNews @investinq.bsky.social · 19h

The silver squeeze is a wake-up call.

It shows how quickly a shortage can turn into a global price spike.

And it’s a reminder that even in modern markets, when real supply runs out, paper promises don’t matter.

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StockMarketNews @investinq.bsky.social · 19h

What’s happening isn’t just about silver.

It’s about confidence, people don’t fully trust the financial system right now.

When fear rises, money moves into hard assets like silver, gold, and land because they feel safer.

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StockMarketNews @investinq.bsky.social · 19h

Other metals are joining in too.

Platinum is up more than 80% this year as investors look for anything physical and scarce.

It shows people are shifting money out of paper investments and into real, tangible things.

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StockMarketNews @investinq.bsky.social · 19h

Even at $52, the market still isn’t stable.

Some prices are showing huge differences depending on where you buy.

Until more shipments arrive and balance returns, expect massive swings up and down.

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StockMarketNews @investinq.bsky.social · 19h

Now, it’s costing more just to borrow or hold silver.

Big traders are paying higher fees because there aren’t enough bars to go around.

That means anyone betting on silver is taking on more risk just to stay in the game.

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StockMarketNews @investinq.bsky.social · 19h

Gold is also booming, sitting above $4,100 an ounce.

Both metals are seen as “safe” assets when people lose trust in paper money.

But silver’s market is much smaller, so every dollar that moves into it has a much bigger impact.

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StockMarketNews @investinq.bsky.social · 19h

Once silver crossed $50, things got crazy.

The higher it went, the more people wanted in but there wasn’t enough to go around.

Every new buyer made the shortage tighter, creating a feedback loop that kept pushing prices up.

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StockMarketNews @investinq.bsky.social · 19h

This all started when new tariffs and storage issues made companies move silver to the U.S.

That drained supply from other countries like the U.K.

At the same time, investors started buying more silver-backed ETFs, which pulled even more metal out of circulation.

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StockMarketNews @investinq.bsky.social · 19h

Normally, silver trades smoothly between paper contracts and physical bars.

But now, people who actually want the metal can’t find enough of it.

So prices for real silver are rising faster than the prices on paper contracts.

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StockMarketNews @investinq.bsky.social · 19h

Silver is in chaos right now.

Prices are exploding because there isn’t enough supply to meet demand.

Traders around the world are scrambling to get their hands on physical silver, and it’s pushing the entire market out of balance.

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