The energy squeeze behind the Iran war and AI boom

Energy — whether it be oil for cars or power for data centers — is suddenly the world's biggest constraint.Why it matters: Energy is becoming the singular driver of both global stability and economic growth.Oil shocks from the Iran war are rippling through inflation and geopolitics.The AI boom is triggering a global race for electricity that grids aren't ready for.The big picture: Energy is the thing we all need but don't notice until it's gone or expensive.We're confronting both unprecedented s...