05.25
The Order Book Hits the Tape
The AI power buildout has moved from forecast to order book. The richest companies in the world are prepared to spend almost without limit. They have discovered that money cannot manufacture time.
Permitting reform × Opec restructuring
Permitting reform and OPEC restructuring co-occur in the broader policy unwinding Post 054 introduces: federal permitting failure and OPEC fragmentation both reflect the limits of legacy policy frameworks under crisis conditions.