🟢 [E72] Per Gavekal: coal and hydroelectric power sources will exert larger 'gravitational pull' on data center capex if radical Islam disrupts long-term hydrocarbon energy supply expectations.

🟢 [E1316] Per Gavekal: coal and hydroelectric power sources will exert a larger 'gravitational pull' on data center capex expenditures if radical Islam is successful in disrupting long term hydrocarbon energy supply expectations.