Love that you picked up on the remaining 500B$. Capital deployment will quietly redraw who controls flow, pricing power, and risk in energy over the next decade. Curious how you see that split by region
A sharp, well-argued breakdown that shows this deal is less about energy projects and more about long-term supply-chain power and geopolitical leverage
Appreciate this, Petar, exactly my angle: the hardware is just the visible layer, the real story is who owns chokepoints in minerals, logistics, and policy leverage 10+ years out. What part you think we should worry the most about
Interesting article Wassim, it’s will be a game changer to see how the other 500B$ from Japan will be spent with US…
Love that you picked up on the remaining 500B$. Capital deployment will quietly redraw who controls flow, pricing power, and risk in energy over the next decade. Curious how you see that split by region
A sharp, well-argued breakdown that shows this deal is less about energy projects and more about long-term supply-chain power and geopolitical leverage
Appreciate this, Petar, exactly my angle: the hardware is just the visible layer, the real story is who owns chokepoints in minerals, logistics, and policy leverage 10+ years out. What part you think we should worry the most about