Eric Maugendre about carbon"Helium and sulphur are necessary for microchips production, in turn needed for everything from lawnmowers to data centres sustaining the AI boom."
"These chemicals are no longer produced" in the Gulf. That's almost half of global exports.
"Sellers’ inflation. Corporations transmit price explosions in essential inputs across the whole economy through their own price-setting".
More by Isabella Weber and Gregor Semieniuk: https://www.newstatesman.com/international-politics/geopolitics/2026/03/the-world-energy-shock-is-coming
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