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US Revokes Waiver Allowing Iran Oil Sales After Tanker Attacks | Bloomberg Businessweek, Sonic AI
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US Revokes Waiver Allowing Iran Oil Sales After Tanker Attacks | Bloomberg Businessweek
Bloomberg Businessweek
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Jul 7, 2026
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41:25
Interview
US Revokes Waiver Allowing Iran Oil Sales After Tanker Attacks | Bloomberg Businessweek
From
Bloomberg Businessweek
Carol Massar
(Bloomberg Businessweek anchor and financial…)
•
Tim Stenovec
(Host)
•
Daan Struyven
(Guest)
•
Bloomberg Businessweek Announcer
(Guest)
•
Ed Ludlow
(Host of Bloomberg Tech)
•
Kate Gulliver
(CFO, Wayfair)
•
Stuart Paul
(Economist at Bloomberg Economics)
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Executive Summary
Geopolitical tensions in the Strait of Hormuz and new US sanctions on Iran are driving oil price volatility, highlighting the persistent risk to global energy supplies.
The AI buildout is creating unprecedented demand for electricity, with US power demand now growing faster than GDP.
This positions US power markets, particularly PJM, and copper as key beneficiaries.
Major tech companies are aggressively raising capital and developing custom silicon to fuel AI infrastructure growth, exemplified by Amazon's $25 billion bond sale and Deepseek's chip development.
China's energy strategy is being reinforced by supply shocks, accelerating its diversification into renewables and stockpiling, though its current weakness in oil import demand is viewed as largely temporary.
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AI's Insatiable Energy Demand
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