美国本土电网由于基建老化和许可程序复杂，已无法满足 AI 数据中心呈指数级增长的电力需求。高盛明确表示到2030 年，美国几乎所有电力电网都将面临备用容量不足的问题，这一结构性瓶颈可能在人工智能竞争中让中国取得先发优势。
A prolonged pause to shipments would shock the global economy. Last summer, after a brief conflict also involving the U.S., Israel, and Iran threatened to shut the strait down, the Oxford Institute for Energy Studies modeled the impact of a potential closure lasting more than a year, finding that 15% of global liquefied natural gas supply would be wiped out, with Europe, China, India, and Japan hit the hardest in terms of lost imports.
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Москва выдвинула требование к участникам конфликта на Ближнем ВостокеМИД РФ потребовал обеспечить безопасность загранучреждений на Ближнем Востоке
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