Eye On The Market Summer mailbag
55 snips
Jul 29, 2025 Listener inquiries spark a dive into the natural gas turbine supply chain and healthcare versus technology performance. Economic trends reveal the U.S. Department of Defense's push for material independence and AI's role in boosting productivity across sectors. The rise of language models promises efficiency but raises performance concerns. JP Morgan's blockchain innovation is showcased, potentially reshaping the stable coin market. The risks of voice cloning in banking security highlight the importance of caution, rounded off with personal anecdotes.
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Natural Gas Turbine Backlog Insight
- Natural gas turbines face a backlog with delivery times of 3 to 7 years and costs have more than doubled recently.
- Supply constraints and labor shortages limit gas turbine production despite growing demand from data center expansions.
Solar Plus Storage Economics
- Solar plus storage is currently not economically competitive with natural gas as base load power without subsidies.
- Research models show unsubsidized solar and storage still have higher costs per megawatt hour compared to gas turbines.
China's Rare Earth Export Leverage
- China severely reduced rare earth exports to the US in 2023, using this as leverage in trade tensions.
- The US Defense Department investing in MP Materials aims to build a China-free magnet supply chain, but challenges remain.