Long Wave/Technology

One of the best things about working at the world’s largest – and oldest! – market research firm is that the “vault” contains research on almost any conceivable topic. As such, I pen this short missive to flag to the GeoMacro clients three reports on the risk of tech regulation – relevant in the context of the October 8 US Department of Justice statement that it may look to force Google to divest parts of its business.

AI, EVs, and reshoring will lead to a massive surge in demand for electricity. Carbon-free, cheap, baseload nuclear energy stands to greatly benefit from these megatrends going forward.