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.
Transformer shortage × Opec restructuring
Transformer shortage and OPEC restructuring are at opposite ends of the energy-and-AI timeline: the cartel restructuring affects oil prices in months, the transformer shortage affects projects through 2030. Post 054 makes the timeline decoupling the central observation.