Catalonia and Murcia were two of the areas most affected by the drought. Now they are in the center of the storm

Of the 10 meteorological stations that Yesterday they collected more rainfall Five were in the province of Barcelona. At 11:00 today, the five stations that have collected more rainfall today are in the province of Murcia. A trough in summer. During the last days a trough has traveled the north of the country and the Mediterranean basin, but it has been this last area that has taken the worst part. This event has left large hail images and some overwhelmed channels in the center and north of the Mediterranean slope. The good news is that these areas where the rains now accumulate are some of the most punished by the drought that until a few months ago ravaged the peninsula. A drought whose effects still last in some of these areas. The most affected by drought. The Catalan and Safe internal basins were among the basins most affected by drought. In March last year, the Catalan basins stayed Below 15% of its capacity. After a slight rebound, at the beginning of this year their levels were Something above 30% of its capacity. Since then the Catalan basins have recovered and their reservoirs They are now to 77.6% of its capacity. Something that has not happened in the case of reservoirs in the Segura Basin. These reservoirs came to 19.2% of its capacity And, although they have recovered, they still remain in a modest 28.7%. The passage of a trough. The arrival of the last trough I could help To relieve the situation in areas such as the Safe Basin and to consolidate the stabilization of the basins of the north of the Mediterranean aspect, not only in Catalonia, also in the Júcar. For now the figures left by the trough are only provisional, although in the last Weekly balance of rainfall Made by the State Meteorology Agency (AEMET) stand out accumulations greater than 60 mm in Catalonia during the day after day, day 23. The data of the weather stations of the area indicate that yesterday’s was another rainy day. Change of trend? Meteorologists expect the situation to calm down today, but the longest tendency is not so clear. A few days ago it seemed that we were in a brief Impla before the return of heat. Now The models speak of a dough of cold air stagnated on Europe. Change of trend? Summer It is not usually A time of hydrological relief, so rain can become great news for those who look with concern the possibility of a new drought that puts the resistance of the water system again. This is especially true in the basins that have not had the opportunity to recover completely during the last months of hydrological bonanza. In Xataka | The next great drought is a matter of time. It is the one we have to solve the problem of sediments in reservoirs Image | SUPERCHILUM, CC by-SA 4.0

Openai and Oracle prepare a brutal data center with 2 million chips for ia

The plan ‘Stargate’ It is the great bet of the government led by Donald Trump to keep the US at the head of development in artificial intelligence (AI). When this project was made public on January 22, it hit the economic endowment that would make it possible: nothing less than 500,000 million dollars. This money will leave the coffers of the Japanese investment group SoftBank; of those of OpenAI, the creators of Chatgpt; of those of Oracle, and, finally, it will also be provided by the investment firm Emiraratí MGX. These companies will support the construction during the next four years of an advanced network of data centers that will house the high performance computing infrastructure necessary to sustain US leadership in the AI field. The spearhead of these facilities is already being built in Texas (USA), in a town called Abilene. And it is colossal. In fact, this first data center of the ‘Stargate’ project will bring together, According to OpenAimore than two million chips for ia. 4.5 GW Dan for a lot When the US government announced to Bombo y S pay this plan left a great question open: how did he plan to solve the supply of electricity required by the new facilities? Large data centers for AI consume a lot of electricity, which has caused Some technology have opted for investing in nuclear centrals to guarantee the supply of electricity that these facilities require. Oracle began to install the first ‘racks’ with NVIDIA B200 platform servers in June At the moment this question is not completely resolved. And it is not because the ‘Stargate’ infrastructure should be completely ready before President Trump’s current mandate expires, and a new nuclear power plant can hardly come into operation in four years. Even so, Openai and Oracle have formalized A few hours ago they have reached an agreement to build the necessary infrastructure to Deliver additional 4.5 GW to your data centers. Interestingly, SoftBank does not participate in the financing of this expansion, although, as I mentioned a few lines above, it does in the ‘Stargate’ project. According to OpenAia part of the gigantic Abilene data center is already in operation. In fact, Oracle began installing the first racks With platform servers B200 of NVIDIA In June. It is surprising that in just six months a part of this installation is already active, but it is important that we do not overlook that the Abilene data center seeks to demonstrate that the ‘Stargate’ plan is viable within the deadline that those responsible have promised. Anyway, in this equation there is another unknown that also has a lot to say: China. “We hope that China significantly increase its investments in AI and semiconductors in response to the US domain in AI,” CBM consultancy analysts foresee. It makes sense. These two great powers world supremacy are being disputedso it is understandable that each significant step that give one of the two Receive a more or less overwhelming answer from the other. We can be sure that 2025 will be an even more agitated year than 2024 in the geopolitical and technological fields, so we will be attentive to the steps that US and China will surely give. Image | Christina Morillo More information | OpenAI In Xataka | Huawei attacks Nvidia positions in China: he wants to have dominant hardware in inference processes in AI

You are building a Data Center in Tents

Mark Zuckerberg already has the galactics he needed for his Superintelligence team. Getting talent was only part of the plan. The other is what to do with him, and putting it to work requires one thing: computational power. The goal has been in a hurry and, while progressing in different directions, it has begun to build data centers in outdoor tents. As amazing as it sounds. In the finish line they are marking their own rhythm to lift data centers. Given the emergencies that have entered them to add computational capacity, they needed to build data centers as quickly as possible, and the shortcut has been to build them in outdoor tents. This is something that confirmed Business Insider A company spokesman. That they are doing it does not mean that it is common: it is not about adding power without more, but doing so that the integration of the equipment does not put at risk the energy and cooling sustainability of the system. It is surprising that they will use tents, especially in summer, given The difficulties they add to heat management. Zuck making Musk. Zuckerberg’s measure reminds another rival in the race for winning artificial intelligence, and is not accidental. Elon Musk already made the madness of installing 100,000 NVIDIA GPU in 19 days, something with which Jensen Huang hallucinaba himself. In SEMIANALYSISthe first means to reveal the pharaonic finish lines, said that the design of the finish lines is influenced by the speed with which Musk has operated in XAI and in Tesla. Facebook in its beginnings was the company that led the “Move quickly and break things“And now shows that philosophy is still alive, as in OpenAi. The great plan. While finishing tents, Mark Zuckerberg announced They were going to “invest hundreds of billions of dollars in computing to build superintelligence.” In practice, he mentioned the construction of two mega data centers. The first will be Prometheus, which they intend to use since next year. Second, they will build ‘Hyperion’, with which he presumes that he will have A size similar to Manhattan and a capacity of up to 5 gigawatts over the next few years. The tents are provisional until they reach the fixed power they pursue. For contextualizing the numbers, in SemiSalysis Remember that, so far there is no Clusters NVIDIA H100 and H200 operations of more than 200 megawatts. Why so much haste. The context is everything. Goal was very well positioned in the artificial intelligence career, despite the fact that its great commitment of the decade was metaverso, where I was burning huge amounts of money. However, everything changed with flame 4. The last great language model of the company not only disappointed in its principlesbut has been overshadowed by such powerful competition as O3, Claude 4 either Gemini 2.5 Pro. In the finish line they are so aware of the lost competitiveness that His artificial intelligence by default to program is Claude. Yes, above Code flame. In any case, investors do not seem worried about The spectacular goal stock cycle. Having the best thing will be much more than talent and models. The goal plan to put the head of artificial intelligence shows that the race will have many legs. First, Zuckerberg has done with the talent of his great rivals. In second place, acquiring de facto Scale aihave ensured to have quality data. But it is not enough. Access is needed to a brutal calculation capacity, which will obtain with the aforementioned data centers. And that is where the race also becomes energy: goal goes launched by nuclear energyreaching nuclear AT THE CLOSURE. And goes further, with the construction firm of a plant that will use a technology focused on Take advantage of underground heat without leaks. Images | Mark Zuckerberg | Goal In Xataka | We have calculated how much money the Big Tech are being spent on data centers. The numbers are dizzy

In a desperate attempt to avoid the blackout, Ree tried to start a gas center seven minutes before the disaster

The Official reports on the blackout They reveal the maneuvers to counterreloj that the network operator did to try to stabilize the system while rushing into the collapse. T-7 minutes. In the moments of maximum tension (never better) prior to the historic blackout that left the Iberian Peninsula without light on April 28, Red Electric took a desperate measure: he ordered the start of a combined gas cycle center to try to stabilize an electrical system that crumbled at times. The call to the owner of the plant, registered in official reportsthere was just seven minutes before the system collapsed completely at 12:33 at noon. However, the thermal power plant never coupled then The zero of tension It occurred first. It was not a typical morning. That April 28 were the perfect conditions to test the network: a relatively low energy demand, and a very high solar radiation that caused a massive predominance of photovoltaic generation. With a network dominated by the electronics of investors instead of the heavy turbines of the conventional generation, the tension already issued warning signals. At 11:00 in the morning, after a voltage climb, the transformers of two Adif substations in Zaragoza were fired. But the situation became critical from 12:00, with the appearance of strong frequency oscillations that put the stability of the entire network in check. The oscillations. At 12:03, a first 0.6 Hz oscillation was detected, an unusual phenomenon that lasted for almost five minutes, forcing Red Eléctrica to take emergency measures. Among them, reduce electricity exchanges with France and Portugal. It didn’t help much. At 12:19, a new 0.2 Hz oscillation shook the system. Given the seriousness of the situation and the need to “attach more conventional generation” to control the tension, Red Electrico contacted at 12:26 with the head of a combined cycle center in Andalusia to start urgently. The choice was not accidental. The group that could be attached faster in the southern zone was sought, one of the most affected by instability. The chosen central, which had decoupled at 9:00 in the morning, was “hot”, which allowed it a shorter start time: an hour and a half. The goal was to be fully operational at 2:00 p.m. Unfortunately, the system did not have that time. Just seven minutes after the starter order was given, at 12:33, a succession of waterfall generation, mainly due to surgeens, caused the total collapse of the peninsular electrical system. The measure, a last resort to avoid the greatest blackout in the recent history of Spain, “never consummated by the zero of tension.” Image | HRAD (CC by-SA 3.0) In Xataka | Many plants disconnected from the network when the blackout began. The problem is that some renewable did it before

Nvidia desperately seeks engineers for its Taiwan R&D center. They even accuse you of “stealing them” to TSMC

Nvidia smiles at the future. The pulse held by the US and China governments is degrading their business in the latter country because the US administration prevents them from selling its chips to its Chinese clients to artificial intelligence (Ia) more powerful. Even so, the company led by Jensen Huang currently monopolizes about 90% of the market of the GPUs for Ia. It is likely that in the medium term its quota will be reduced against the presumable growth of competitors such as Huawei or AMD, but right now Nvidia has no reason to worry. And it does not have them because the semiconductor market to grow a lot over the next few years. According to the AMR consultant (Allied Market Research) In 2031 it will have a turnover volume of More than 263,000 million dollars. It is a real barbarity, especially if we are in mind that in 2021 its business amounted to just over 11,000 million dollars. Although the NVIDIA quota is reduced during the next few years, it is reasonable to assume that its business volume will be increased by market growth. The problem facing this company is now another. This is what the engineers who hire in Taiwan pay Nvidia’s directive dome seems to be very clear about what to continue growing next to the AI ​​chips market for data centers: expand. It is about it. However, we must not overlook that this company is dedicated to the design of integrated circuits, so it does not need to invest in the construction of semiconductor manufacturing plants; What needs to expand its network of research and development centers (R&D). And Taiwan is a very attractive destination. Nvidia already has an R&D center in Taiwan, and is launching another The semiconductor industry is The main support of the island’s economywhich has caused Taiwanese universities to develop specialized training programs that seek to place the highly qualified technical staff on the labor market that They require companies such as TSMC, UMC or Foxconnamong others. Nvidia already has an R&D center in Taiwan, and is launching another. However, you are facing a very serious problem: it is having many difficulties in recruiting the highly qualified engineers you need. It is surprising, but although in Taiwan thousands of engineers are formed every year, the companies of the island have a hard time recruiting as many as they need. Even to TSMC. To solve this problem NVIDIA has chosen to offer very high wages. An engineer who has just finished his studies and, therefore, has no experience, pays him a maximum salary of $ 83,000 annually. And an experienced engineer up to 185,000 dollars a year and a very juicy bonus. According to the Taiwanese medium EBC News Nvidia’s aggressive salaries’ policy responds to the need for attract TSMC engineers highly qualified. It does not seem crazy. After all, the law of supply and demand works. Image | Nvidia More information | Tom’s hardware In Xataka | Nvidia has to deal with the absolute distrust of several US legislators. His plan in China is in danger

TSMC will open a chip design center in Germany. It will not be enough to avoid the failure of Europe

Just a few hours ago Paul de Bot, the president of the European subsidiary of TSMC, has announced that your company will build a semiconductor design center in Munich (Germany). This installation will be ready in a record time: During the third quarter of 2025. In fact, this Taiwanese integrated circuit manufacturer, The Major on the Planettrust that this installation starts its operations in just three months. The construction and tuning of a avant -garde chips factory requires investing at least four years in these processes before starting large -scale production, but the installation that TSMC will be tuned is not a factory: it is a design center. This is the reason why it is credible that may be ready in just three months. In fact, as its purpose is not to manufacture semiconductors does not need Nor lithography equipment No wafering processing machines. Paul de Bot has confirmed That this center will be dedicated to helping European customers from TSMC to design integrated high density, high performance and high efficiency circuits. These chips can be used by automobile industries, telecommunications or artificial intelligence (AI), among others. However, this project runs in parallel to the semiconductor production plant that TSMC is already building in Dresde (Germany). This factory is underway, but presumably will not start the operation until the end of 2027. This integrated circuit design center does nothing for Europe The arrival in Germany of this TSMC installation is good news, there is no doubt about that. However, his contribution to the aspirations of the old continent in the matter of chips production is irrelevant. On February 8, 2022 Ursula von der Leyen, the president of the European Commission, announced that Europe wants to be a fundamental actor in The semiconductor industryand the first step to achieve this requires manufacturing 20% ​​of the planet chips in 2030. The new TSMC Chips Design Center will not produce semiconductors, so it will not quantitatively contribute to European aspirations It is evident that in the delicate current geopolitical situation Europe needs to be ambitious if it wants to increase its relevance in the semiconductor industry. Have ASML and Intel, Globalfoundries and TSMC facilities within its borders plays in its favor. However, The speech of European leaders It seems to be focused on quantity, and is not enough. The quality understood as the capacity of a chip to deliver added value is also fundamental. The new integrated circuit design center of TSMC presumably will deliver value to European companies, but, as we have seen, it will not produce semiconductors, so it will not quantitatively contribute to the aspirations of the old continent. It is better to have it than not to have it, there is no doubt about that, but its role in the objective of which we have spoken two paragraphs above will be inconsequential. In fact, it is very unlikely that Europe achieves its purpose. We do not say it, although we share it; The European Court of Accounts holds itwhich is nothing other than “the financial guardian” of the European Union. In The report that published At the end of last April he defends that the objective of achieving a fee of 20% in the world market for integrated circuits in 2030 It seems unattainable Because Europe is very far from the rhythm of production necessary to fill its ambitions. To achieve this production capacity, it would have to be four times higher in less than five years and is far from achieving those figures at the current development speed. Image | TSMC More information | Digitimes Asia | SCMP In Xataka | We already know what the chips that will arrive until 2039 will be. The machine that will manufacture them is close

In the center of Africa a race for minerals that moves the world is fought. And China is winning it

Lithium, cobalt, nickel, copper and, above all, Rare earth. These are some of the minerals and metals that dominate the world today because they are key to current and future industries. Revolutions such as renewable energies or that of the electric cars They go hand in hand with these materials, but they are also key to medical, aerospace and military industries. China It has advantage because Master the extraction and processing of key raw materials, but also for its enormous influence on the great world mine: Africa. Treasury search. We are talking about a key territory not only as a business opportunity, but as fountain of critical strategic minerals for the development of technologies that move the world and, also, the future of industries such as that of renewable energies or the electric cars. This is something that has encouraged several countries to want to invest in Africa, since ensuring certain resources is to cement that future. What countries are key? Congo Democratic Republic – It’s about the great world mine when we talk about copper, gold or cobalt. It is estimated that 70% of the world cobalt is extracted only in this country, but it is also crucial for coltan, tungsten, lithium or bauxite. The technology industry cannot work without them. Gabon – Another prominent territory when we talk about gold, but it is also an important source of manganese, iron and other essential minerals. China strategy. China and Western countries are very interested In those two countries in particular, but there are others, such as Zambia, of which they extract more lithium, metals of the platinum or nickel group. But China’s strategy is something that attracts attention throughout this panorama. The Asian giant has been doing years investments Of more than 10,000 million dollars to exploit the mines, extract the materials, process them and send them to China. They control the entire supply chain of these key minerals and esteem that import about 4,000 million dollars in minerals and metals every month. Central Africa is a priority area for China’s supply, but that is also an opportunity for the African countries involved. Investments and opportunity. Within China’s strategy, there is something that is very important: politics. Summits and bilateral agreements are held to ensure access to resources by China, but African countries also remain with their part. Within that interested investment in China, we see that ports, roads and railway lines are being developed. Jobs are also created, joint laboratories and training centers are created to strengthen scientific and technological cooperation. Geopolitics and debt. But, as is usually the case, there is a dark side in this story. On the one hand, competition between China and other global actors. That growing influence of the Asian country in central Africa is not something that makes the United States or European countries. It is something that generates more tension between them, but can also contribute to the tense political and economic stability of the African regions involved. There is studies that point in lack of transparency in contracts and the possible cooperation with authoritarian regimes to extract those resources. And they have also observed some risks of over -indebtedness by African countries. Arms. In all that geopolitical, commercial and collaboration context, and taking into account that we talk about territories with political instability and several armed groups, we cannot overlook another lucrative business for China: the sale of weapons. As we read in South China Morning Posta report by the Rand Corporation prepared in 2023 placed China as the main arms supplier for sub -Saharan Africa. Between 2019 and 2023, at least 21 African countries received great deliveries from Chinese weapons that includes weapons, ammunition, artillery, rockets, drones, missiles, armored and electronic warfare systems. It is also estimated that 70% of African armies use Chinese armored armored extended Its presence in countries such as Senegal, Ivory or Mali coast with new offices. This goes far beyond armament, since China also exports military and private security forces to protect the country’s mining interests. And this occurs because Chinese military exports are usually cheaper and with lower political conditions than Western alternatives, which is very sweet to those African states with a geopolitical context that is not stable. An asymmetric relationship. It must be added that China promised an investment of 50,000 million dollars in three years in the region and that it has pledged to train police and military in the area, but as already pointsall this investment in Africa is generating is an asymmetric relationship between countries. It seems that Africa is receiving much more than China because the former let them exploit their mines and the latter invest in infrastructure, employment, safety and sell manufactured products, but in the end what is achieved is that Chinese influence is huge in Africa. This rapid expansion in recent years causes sovereignty to be questioned and reinforce the idea of ​​what will happen in the area when strategic minerals have been extracted, since many depend on those Chinese investments, seeing how their local economic and political autonomy can stagger. And it must also be said that what we now see with China is something that, traditionally, have carried out other countries in those same territories, and it is something that they are in competing With its great adversary right now: the United States. Images | Hansueli Krapf, Africraigs, Steve Jurvetson In Xataka | In its particular underground war with Europe, China has found a new weapon: to monopolize copper

North Africa was outside the bronze age map. A metallic waste has been put in the center of history

If we look at the map From the Bronze Age, we observe that much of Europe and the Middle East are the protagonists of the period of the Ancient bronze. For a long time it was estimated that Egypt was the only focus of Metallurgical development In Africa during the Bronze age. For years, we thought that the rest of the territories were empty and it was with the Phoenicians when settlements and metal development began. We were wrong. And young archaeologists have shown that Morocco was more connected to other Mediterranean regions of what we thought. And the Kack Kouch settlement is the test. The Phoenicians. The Maghreb was an absent zone in the debates about late prehistory in the Mediterranean region. It was known that he received some influences from the European bronze, but they were pieces, because they did not produce their own metallurgy until the colonization of the Phoenicians. Morocco arrived around 800 AC, founding colonies such as Lixusbut it turns out that there were already stable settlements on the Mediterranean coasts of Africa. In North Africa, the representation is Egypt … and it ended Kach Kouch location Kach Kouch. In 1988, a team formed by Moroccan and Spanish researchers discovered the settlement of Kach Kouch. It was an important finding, since the survey made in 1992 revealed that, at some point between the VIII or VI ac centuries, there had erected a half -hectare camp with cabins built with mud. It was probably an agricultural people and the researchers said that, probably, Kach Kouch had been founded by Phoenician sailors to control access routes to the Mediterranean from the Lau River. Why the Phoenicians? Because the remains found belonged to amphorae of this culture that would have served to transport wine, oil or wheat. Frozen. After the 1992 excavation, the archaeological site had not been analyzed again, until now. He Kach Kouch Archaeological Projectled by researchers from the National Institute of Archeology of Morocco, set out to reach the bottom of the settlement. Literally. The SE development In two phases – in 2021 and 2022 – and, although the archaeological interest was present in both, one of the objectives was that the students of the institute be formed in archaeological methodology. What they found was far beyond what would be expected of training practices: Kach Kouch was not a Phoenician settlement, but had centuries there. Through drones, differential GPS, 3D models and radiocarbon dating, the team of researchers discovered that three phases of occupation had been given in the settlement. Occupation phases | Image of The Conversation, H. Benattia Ancestral occupation. These occupation phases were between 2200 AC and 600 BC and the researchers They have isolated The three phases due to the remains they found. First phase: Between 2200 and 2000 AC the remains are scarce, such as ceramic fragments without decorating, a flint lasc and bovine bones. It could have been a sporadic occupation, but existing. Second phase: Between 1,300 or 900 AC the occupation would have already been stable with circular housing and warehouses, evidencing a sedentary society. Kach Kouch would be agricultural, mainly, due to the silos and grinding stones found. For the remains, it is estimated that they cultivated barley and wheat that complemented with the breeding of sheep, goats and cows. Third phase: Between 800 and 600 AC here and the Phoenicians have played a role. This external cultural influence brought elements such as ceramics to lathe and iron tools, which were mixed with local architecture and stone buildings. From left to right: plant remains, carved bones, flint lacquers The metal. Therefore, the new discovery indicates that, centuries before the arrival of the Phoenicians, Kach Koach was already a stable settlement. But there is a key piece that reveals that the first bronze object found in the region could have arrived through the broader exchange networks of the Mediterranean: among the important recent discoveries, a bronze fragment dated between 1110 and 920 ac This is the oldest bronze evidence in the Maghreb area and, although the phrase is very manida, it is something that changes everything in the archeology of North Africa because the fragment is a waste of the function in a mold, but it is the oldest bronze object known in North Africa if we do not have Egypt into account. In the image on the right, we see a rest of an amphora. On the right, objects A a are grinding tools. E a g are the metal remains so relevant The Phoenician influence. Hanza Benattia is one of the authors of the study, as well as the director of the Kach Kouch archaeological project and, as explained in The conversationevidently the Phoenicians played a role in this story. During the VIII and VII AC centuries, the inhabitants of the settlement had the same material, architectural and economic culture they had during the previous phase, but contact with the Phoenicians introduced new cultural practices. “For example, circular housing coexisted with other squares made of stone and framework of wood and mud, combining phenistic and local techniques,” says Benattia. In addition, he points out that products such as vine and olive tree began to be cultivated, and that was when they began to use ceramics made around and the use of iron objects. This is the first thing that was found in 1992 and for what was considered that the settlement was Phoenician. However, the archaeologist points out that, towards 600 BC, the settlement was abandoned. There is no evidence of violence, so social or economic changes would have pushed the inhabitants to other more prosperous close settlements. To look for. It is curious how a simple waste from a material that should not be there changes the historical perception not only of a specific place, but of a region. As we said, the Magreb was excluded from the conversation about the late prehistory of the Mediterranean, but as Benattia points out, this discovery “not only … Read more

The price of oil faces a perfect storm and an unexpected country has been placed in the center: Kazakhstan

The oil market is experiencing one of Your most unstable stagesfrom internal disputes within the OPEC+ to the production policies of great powers outside the organization. In this scenario, the role of Kazakhstan has gained great relevance, but the real danger can be what is to come if it is combined with the focus of other international actors, such as the United States. Overproduction. A month ago, Kazakhstan was news because had to accelerate its nuclear development to address your growing shortage of energy., Approveing ​​your first nuclear power plant. Now, this country that had always maintained a low profile in oil matters It has been increasing Production in recent weeks, overcoming what is estimated by OPEC+. According to A recent reportKazakhstan produced 1,767 million barrels per day (BPD) in February, a notable increase compared to 1,570 million BPD in January, and well above its quota in the organization, which It is set at 1,468 million BPD. The problems multiply. In the Tengiz deposit, operated in collaboration with Chevron, it has exceeded expectations being the largest within the OPEC+. This situation has caused a challenge in the goals of the oil organization to maintain a balance in production. In an attempt to stabilize prices, the oil organization had decided to increase gradually production after years of cuts to boost crude oil prices. However, with the price of oil collapsing, it is in need of reviewing its strategy. Russia’s threat to reverse the decision to increase production and internal disagreements about production quotas are complicating the situation even more. The imminent crisis. The price of crude has suffered a strong collapse in recent weeks, with a fall of more than 13% from the peaks reached in January. While this decrease It can be attributed to factors As the excess supply in America and a weaker demand, the Kazakhstan factor is acting as a catalyst that could deepen the crisis. Its excessive production could be an important factor for OPEC+ to not sustain its agreements and face a review of its strategy. Without significant correction, the market could face an even deeper price crisis. United States following closely. With Trump’s arrival, oil has resurfaced again in the United States. The current president has promoted a large -scale oil production policy, his famous: “Drill, Baby, Drill”. In this operation to continue producing to keep prices below $ 60 a barrel, experts They have pointed out That Trump has intensifying competition in a saturated market, affecting all crude -dependent economies. The worst is yet to come. The growing production of Kazakhstan and the United States is creating An uncertain panorama For the oil market. If the supply continues as the demand does not grow to the expected rhythm, the crude oil prices They could collapse even more, affecting both producers and oil -dependent economies. The point will be if the OPEC+ can balance these external pressures or if the market will be dragged into a price crisis. Image | Flickr Xataka | The era of the “renewable transition” has died as soon as it starts: BP leads the replication of the great oil companies

It will build a repair center in the heart of China

As of April 1 ASML will not be able to sell To its Chinese clients its measurement and inspection equipment of integrated circuits. Dutch administration has tightened its controls export to China, aligning with The sanctions approved by the US At the beginning of last December. In practice, these prohibitions force the largest manufacturer of the planet’s lithography equipment to request licenses from the Netherlands government to export a good part of its machines. However, this is not all. At the end of last February several US officials They met with their Dutch and Japanese counterparts With a firm purpose: negotiate what steps can take to drastically limit the participation of ASML and Japanese Tokyo Electron engineers in the maintenance of semiconductor production equipment that are being used by their Chinese customers. China is already the largest Asml market The sanctions that the US governments and the Netherlands are approving are degrading the ASML business in China. It is inevitable if we are in mind that this European company cannot sell its most advanced lithography equipment to its Chinese clients. And neither can some maintenance and after -sales services services provide. The most surprising thing is that despite the current situation the Chinese market is increasingly important for ASML. Despite the current situation, the Chinese market is increasingly important for Asml In 2022 the sales of this company in China amounted to 2.9 billion euros, which represented 13.8% of its annual sales. At that time Taiwan was a more important market for Asml than China. In fact, in 2023 the clients of the island bought lithography equipment for a total value of 8,100 million euros, while its Chinese clients disbursed 7.3 billion euros. And, curiously, in 2024 China was consolidated as the largest market for ASML with total sales of 10.2 billion euros. To understand where this figure comes from, we need to keep in mind something important. As we have seen, ASML cannot sell its most advanced equipment to its Chinese clients, such as the machines of extreme ultraviolet lithography (UVE) or deep ultraviolet (UVP), but at the moment you can deliver the solutions that allow producing chips with mature integration technologies. These are the semiconductors that are mostly used in cars, appliances or electronic devices, among other products, and usually occur in nodes of 28 nm or less advanced. Anyway all these machines need maintenance. And ASML is determined to guarantee it to its Chinese clients beyond the very likely reluctance that US governments and the Netherlands can put. According to SCMP This company will build a repair and reuse of lithography equipment in the heart of China. In Beijing. This decision comes at a time when The tension between the US and China is maximumso, in reality, it is a very clear statement of intentions: ASML will protect your business in China at all costs. We will see what the government’s response led by Donald Trump will be. Image | ASML More information | SCMP In Xataka | Japan wants to recover leadership as a manufacturer of lithography equipment. And he has a plan to end the Asml monopoly

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