Tariffs, AI Disruption, and the Race for Returns
The Week That Was: January 31 to February 7, 2025
NOTE: “The Week That Was” is a recap of ideas shared over the last seven days.
What Caught My Eye This Week
Energy Gets A (partial) Tariff Break | Overlooked benefits of US-Canada energy interdependence
Return to Returns | Power, renewables and low-carbon that compete with oil & gas
Datacenter Boom Powers Cummins' Growth | Who else is (should be) benefiting from the boom?
Emissions Data Coming in Hot | Emissions might be out of vogue, but quality public data is growing