Slack: C0A0ZBSJW2U/ts:1774707546.1283

Author: Mark Tetreault Date: 2026-04-07 Type: slack Evidence: 2 Themes: 2

energy-sector-structural-positioning

💬 [E73] Shared detailed analysis of hydroelectric power as % of GDP by country. Norway (1.9%), Iceland (1.5%), Paraguay (1.2%) lead. Most countries below 0.3%.
commentary · 2026-04-07

ai-capex-infrastructure-bottleneck

💬 [E1317] Shared analysis of hydroelectric power as % of GDP. Norway (~1.9%), Iceland (~1.5%), Paraguay (~1.2%), Ethiopia (~0.9%), Costa Rica (~1-1.5%) rank highest. Small, water-rich economies dominate.
commentary · 2026-04-07