Forget Critical Metals, Electricity is The Real Bottleneck for AI
Oil Prices Rebound as U.S.-Iran Peace Talks Are Postponed Tom majored in International Business at Amsterdam’s Higher School of Economics and later completed an Executive MBA in Energy Transition at the University of Groningen.… The U.S.
dollar is cracking—and the market knows it.
After years of monetary excess, swelling deficits, and policy uncertainty, the world’s reserve currency is losing its grip as a store of value.
Capital is fleeing paper promises and piling into hard assets at a pace not seen in decades.
Nowhere is this more visible than in precious metals: Gold has surged to above$4,100 per ounce, silver has ripped past$70, and palladium—once written off—has clawed its way back to$1,350.
Add an unstable geopolitical backdrop stretching from war in the Middle East to Venezuela and the ongoing Ukraine War, and it’s no surprise that traditional safe havens are looking increasingly crowded—and increasingly fragile.
But here’s the twist: even as precious metals soar, the smartest money in the room is already looking past them.
And when trades get crowded, volatility cuts both ways.
The dollar debasement trade and overbought precious metals have pushed some institutional investors into something with steady, growing cash flows: generating power for the Data Centre boom.
This is something that Canadian billionaire investorKevin O’Learyunderstands like no other.
Finding Hottest Real-Estate in TechSecuring land and dirt-cheap power contracts is the number one pre-requisite for data centre developers, hyperscalers and crypto miners.
In a recent interview, O’Leary highlighted howBitZero(NASDAQ: AIBZ,CSE: AIBZ-U), a company in which he is a strategic backer, created a unique strategic advantage by being able to lease power for compute business such as data centres or crypto miners.
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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