MarketPulse

geopolitics

2 articles
BenzingaBenzinga··Stjepan Kalinic

Commodity Cycles Shrinking as Geopolitics, Energy Transition Reshape Markets

McKinsey study finds commodity cycles shrinking due to geopolitics, energy transition, and AI trading. Global trading EBIT fell to $69B in 2025 from $72B in 2024.
PBDsupply chaingeopolitics
Investing.comInvesting.com··Jeffrey Neal Johnson

Nuclear Energy Demand Surges Amid Geopolitical Shifts and AI Power Needs

Nuclear energy demand surges due to geopolitical tensions and AI data center power needs. Major companies like Meta and Cameco are securing long-term nuclear supply agreements.
METACCJVSTnuclear energydata centers