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It's hard in this war to exactly calculate how much oil is going through the Strait of Hormuz but we had a go and it doesn't seem to be that much. www.nytimes.com/2026/06/13/b...
But only a fraction of the $20 billion has materialized. - In the White House, CMA CGM's CEO said the company would announce a ship purchase within weeks, but zero American-made vessels have been ordered (too expensive).
I wrote a big explainer on the economics of space data centers for you. It's the story I've been wanting to read about this big space infrastructure project, and I hope it will help people understand what's really going on here: techcrunch.com/2026/02/11/w...
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