# EnergyCrisis

Turn a blind eye today, regret it for a decade.
The AI Revolution is far bigger and moving faster than you think.
We’re entering a new era one where compute and energy are the new gold.
🔹 Nvidia is reportedly investing up to $100 BILLION in OpenAI all for one reason MORE compute.
Their target? 10 gigawatts of Nvidia powered systems to run the next wave of OpenAI models.
🔹 Just days earlier, OpenAI and Oracle announced a $300 BILLION infrastructure deal again, to secure massive compute capacity.
🔹 And don’t overlook Nvidia’s $5 billion investment in Intel, a clear signal that the AI arms rac

💥 Cheap 🇷🇺 Russian Oil?
Not Anymore, 🇺🇦 Ukraine Drone Strikes Send Urals Crude Costs Soaring for India
🚨 🇮🇳 India’s discount oil lifeline from Russia is under fire literally.
With Ukrainian drones hammering Russian ports and pipelines, the cost of Urals crude is spiking, and the “cheap oil” era may be slipping away.
•📉 October discounts shrink to just $2–$2.5/bbl, down from $3 in Sept
•🚢 Freight costs explode: Baltic-to-India voyages now hit $7M, up from $5.5M
•🔥 The strikes are choking supply routes and jacking up risk premiums
⚠️ 🇮🇳 Indian refiners, once feasting on bargain bar