AI
Amazon and Anthropic's accounting bromance
Amazon just wrote Anthropic a $25 billion cheque. Anthropic promptly wrote one back for $100 billion. Here is what the deal means for you...
Energy
AI
Growth
The cost of a mile
Hedging your overhead certainty according to oil price
AI
Cheating, Doorbells and AI-Made Bio Viruses
People cheat more with AI A study in Scientific American showed users were more likely to cheat on tasks when assisted by AI. The effect was strongest when instructions were unclear. Generative AI’s climate costs hit front page MIT flagged rising emissions from foundation model use. The
Geopolitics
Not Love Island. Not Fintech. Just £650 Billion of GDP
For those of you who never make it to page 19 of the newspaper, the Labour government launched its industrial strategy this week. This represents a long-overdue reset as a ten-year plan to focus government support on eight high-growth, high-productivity sectors: advanced manufacturing,
Geopolitics
The Carbon Sink Industry
America is facing a hard truth - it no longer leads in mining. China controls more than 70 percent of the world’s rare earth mineral production and the US imports nearly three-quarters of its supply from there. In response, President Trump’s March 2025 executive order aims to reshore
Geopolitics
Are we putting too much faith in efficiency technologies? (Yes.)
There is a belief that shifting to renewable energy and transitioning from physical to digital work methods will diminish the adverse impact of human activities on the environment. In his book “Material World: The Six Raw Materials That Shape Modern Civilization,” journalist Ed Conway from
Growth
What mining means to your business
Supply chain stories Morning there While renewable energy investment hit $358 in H1 this year, manufacturers require higher amounts of the metals required to build those new energy technologies. This means while mining for fossil fuels could slow, mining rates are increasing and will
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