Hormuz Crisis Series: European Jets Jets Jets

By Paul Sankey Published on April 18, 2026 at 4:37 PM

Last week, having satisfied my curiosity on Taiwan and Taiwan Semiconductor (TSMC) — which basically concluded that TSMC will keep getting cheap reliable subsidized government electricity even if it means Mrs Cheng has no aircon. That is globally important; AI is the counter theme to Hormuz and after TSMC’s earnings call, we concluded they are good to go for another quarter of crisis, so relatively very comfortable. Nothing it at all comfortable right now in …

J-E-T-S Jets! Season Ahead Looking Tough

By Paul Sankey Published on April 9, 2025 at 9:42 AM

Tomorrow Happy Hour, great expert guest, Steve Levine on batteries, EVs, and all things related, a very timely appearance. Date/Time – Thursday, April 10th, 4PM ET Steve LeVine is an American journalist. He writes The Electric, a new publication on batteries, electric vehicles, and their impact on society, cities and geopolitics. He is a senior fellow on the Foresight, Strategy and Risk Initiative at the Atlantic Council and an adjunct professor at Georgetown University’s School …