gas

In Zambia, gas bubbles in hot springs point to an unusual birth: a new tectonic plate

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In 2005, the floor of the Afar Desert in Ethiopia suddenly opens up along more than 50 kilometers in just a few days after an intense seismic and volcanic sequence. For many geologists, that image was like observing in real time the type of fracture that, in millions of years, could end. creating a new ocean. Zambia has just given the most serious warning. Bubbles as an almost unequivocal sign. In Zambia, simple bubbles emerging from hot springs have begun to reveal something much bigger than a local geothermal phenomenon. Scientists at the University of Oxford believe have found signs that the southern African subsoil could be entering an early phase continental fracturea geological process so slow that it is imperceptible for human life, but so gigantic that it can end up rdrawing entire maps. The key is in the helium detected in the thermal springs of the Kafue Rift: Its isotopic composition contains too much helium-3, a chemical marker directly associated with the Earth’s mantle. Translated into less technical language, it means that fluids from dozens of kilometers beneath the crust are finding ways to ascend to the surface. And that, for geologists, is an extremely serious sign that the African crust could be starting to break down from within. A silent crack beneath the continent. Rifts are not simple faults or isolated earthquakes. They are areas where the lithosphere begins to stretch and weaken until, in some cases, it ends separating into tectonic plates different. Most never make it that far and remain an unfinished geological scar, but the Kafue Rift presents something that changes the scene: a active connection between the mantle and the surface. The researchers analyzed gases from eight wells and hot springs, six within the suspected area and two outside it to compare results. Only within the rift did they appear associated chemical signatures to the deep interior of the Earth. In addition to helium, they also detected carbon dioxide with characteristics typical of mantle fluids. For scientists, this suggests that the fracture is no longer solely superficial and that the system could be entering into a tectonic phase more advanced than previously thought. Location map of the extensional zone within the Central African Plateau of Zambia. The Kafue Rift is connected to the Luano and Luangwa rifts to the northeast, and to the western branch of the EARS in the Rukwa rift (RRB) and the Rungwe Volcanic Province (RVP) The possible birth of a new plate. The hypothesis is especially relevant because the Kafue Rift is part of a huge strip of geological weakness about 2,500 kilometersone that crosses Africa from Tanzania to Namibia. For years, many researchers had considered that the great candidate to divide the continent was the East African Rift, in Kenya and Ethiopia, where volcanic and tectonic activity is much more visible. However, the new study of Oxford researchers suggests that the southwest African system could have important structural advantages. According to Mike Dalythe natural crustal weaknesses in that region are better aligned with the tectonic forces acting around Africa, which would reduce the resistance needed for future continental breakup. In other words, the Zambian bubbles could be signaling the extremely slow birth of a new African tectonic plate. The continent moves, even if you don’t notice it. The investigation It also serves as a reminder that Earth is still a planet geologically alive. Hundreds of millions of years ago, all continents were part of Pangea before slowly breaking up into their current shape. That process never stopped. Beneath our feet, tectonic plates continue to shift, recycling minerals, raising mountain ranges and opening new oceans. Africa is today one of the places where this dynamic can best be observed. From the Afar Depression to the East African Rift, the continent already presents huge tectonic scars visible from space. What is happening in Zambia could be an additional piece of that continental puzzle, although scientists insist that we are talking about time scales of millions of years and not immediate changes. A geological fracture… and economic opportunity. Beyond scientific fascination, the discovery It has very real economic implications. Early rift systems typically offer relatively clean access to geothermal energy and gases valuable substances such as helium and hydrogen, increasingly important for the technology and energy industry. Unlike mature volcanic zones, where fluids appear mixed with more aggressive and difficult to handle gases, in Kafue the material from the mantle still arrives relatively “pure”. In fact, that is precisely the reason why several energy companies already They are funding research in the region. The problem is that the authors of the study themselves they ask for caution: The samples come from only a specific part of the system and it remains to be seen whether these signals are repeated throughout the entire fracture. But even with caution, the idea is so powerful that it is already on the table: in Zambia, the bubbles that silently emerge from a hot spring could be announcing the beginning of a continental separation that will one day change Africa forever. Image | PexelsDaly et al., 2020 7 Legg, 1974; Tamburello et al., 2022 / R. Karolytė et al. 2026 In Xataka | We thought we were clear about how the continents were formed, until researchers found a stone in Australia In Xataka | More than 5 million earthquakes spread throughout the Earth, gathered in a very complete map

Without gas stations in space we will not reach Mars. NASA knows this and is finally doing something about it

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Much of a spacecraft’s fuel is consumed in maneuvers to leave Earth’s orbit. For this reason, as manned missions move further away from our planet, we must begin to think about use space gas stations. These are not fuel pumps floating in space, but satellites, or even ships, capable of transferring fuel to a ship that needs it to travel further. At the moment, this is one of the weak points of many missions, so it is important to start working on technologies that allow it. At NASA they are very aware of this problem, hence this year they are going to launch LOXSATa mission that will test 11 different technologies to guarantee the transfer of propellants. 9 months ahead. LOXSAT is a NASA mission in collaboration with the company Eta Space. The objective of this mission is to test different cryogenic fluid management technologies so that in the future propellant tanks can be created in space. The mission will remain in low Earth orbit for 9 months. Meanwhile, 11 technologies will be tested focused on achieving four objectives: reducing boiling, improving propellant transfer, maintaining stable pressure and measuring propellant levels. The big problem. Cryogenic propellants, such as liquid oxygen at extremely low temperatures, are very efficient, but they have a major disadvantage. And in microgravity conditions, when the transfer between ships is carried out, the temperature cannot be kept low enough, so the fuel boils and suddenly transforms into gas. This causes a huge increase in pressure, which can endanger the ships involved. It seems to be that precisely this problem is the one that is giving SpaceX the most headaches. Like Blue Origin, this company must demonstrate its ability to refuel in space to be part of the Artemis missions, but it is not being easy. This is the reason why with LOXSAT methods will be tested to maintain stable pressure and reduce boiling. Space gas stations. The objective of this mission is to perfect the technology so that in the future there can be fixed propellant tanks in space. In other words, they hope that as we colonize space terrain we have gas stations so as not to run out of fuel. China on the heels. Ideally, in the future, large ships could exchange propellant. No space agency has achieved anything like this. However, China has indeed achieved it with satellites, in their Shijian missions. Plus, they did it in a higher orbit, so they are ahead of NASA in the particular race that has been uniting them for so long. Of course, at the moment, China has not tested cryogenic propellants, but tried hydrazine replenishment. There is still room for improvement. Write down the date. The mission will depart aboard an Electron rocket from Rocket Lab. The launch will be in the summer, no earlier than July 17, from New Zealand. Images | POT In Xataka | Jeff Bezos’ space company has overtaken SpaceX in a key milestone to go to the Moon and Mars: zero evaporation

has ended with closed stores, fights and tear gas

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In 2026 it is no longer strange see long lines of people who spend the night outside the stores of a certain brand waiting for the launch of one of their products. What is not so common is to see them at the doors of a youth watch store to a watch that costs 400 euros. Triple that of the average of their watches. The launch that occurred this weekend was not just any launch, what all that people who were waiting patiently at the doors of the shops I longed for the Swatch Royal Popa watch that emerged from the alliance between Swatch and Audemars Piguet, a Swiss firm whose royal oak from which this model is inspired, starts at 20,000 euros. Such a fuss has been made to achieve this, that even the police have had to use tear gas in some stores. Luxury watchmaking for generation Z Swatch has been partnering with luxury Swiss watch brands for years to bring haute horlogerie to a generation Z more familiar with smartwatches than with traditional mechanical watches. From there collaborations such as the MoonSwatch with Omega in 2022, with Blancpain and now with the prestigious Swiss manufacturer Audemars Piguet. According to published the medium of fashion and trends #Legendthe MoonSwatch series created by Omega for Swatch sold more than one million units in its first year and generated around $275 million in revenue. Given such success, the Swiss brand wanted to replicate the recipe with the Royal Pop by Audemars Piguetand get a “luxury” watch adapted to the taste of generation Z. The Royal Pop transfers that haute horlogerie aesthetic to eight pocket models with Swatch’s characteristic colors, at a price between 385 and 400 euros. A seemingly simple and affordable proposal to wear a luxury piece on your wrist that, however, has exceeded the capacity of Swatch stores from all over the world, to the point that the brand had to make a call for calm from their social networks. MoonSwatch with developed by Swatch and Omega Going for a 400 euro watch that already costs 2,500 on Wallapop The collection was put on sale with a restriction of one watch per person per day. That limitation, far from slowing down demand, triggered it. In Barcelona, ​​hundreds of people had been camping for days in front of the store and the Mossos d’Esquadra they had to intervene and order the closure of the premises. In Paris, the police used tear gas to control about 300 people, and in Milan there were fights between clients and security. The local press from Seville said that long queues also formed in the center of the city. According what was published by The Wall Street Journal, Most stores sold out in a matter of minutes and Swatch preemptively closed stores in the United Kingdom, the United States and Europe. A few hours after the launch, Royal Pop was already appeared on Wallapop for a resale price of between 600 and 2,500 euros, and on eBay some pieces were ordered for 17,000 euros. The dynamics of this second hand massive sale has been identical to that of the launches of limited edition sneakers or other exclusive products: buyers with knowledge of the market grabbed the first places in the queue days before their launch and bought and resold immediately, taking advantage of the shortage in the first units. According to collected Reason Whysome of those who were legitimately interested in the watch complained about the way in which Swatch had organized the launch: “What happened in the stores in Madrid is a shame. Zero security control, mafias sneaking people by the dozens into the first positions and zero concern for those truly interested in the watch and not in resale. It’s time to sell the collection and never touch a Swatch again,” declared one of the people waiting in line at a store in the capital. A success as a product, a failure as a brand The Royal Pop chaos is a case of success and failure at the same time. If you look up the definition of “dying successful” in a dictionary, a Swatch logo will appear. The collection created together with Audemars Piguet has been a resounding success and shows that Swatch’s recipe to try to attract generation Z to the world of luxury watchmaking is the right one. As and as they point out in Marketing InteractiveWith this strategy, both brands win because Swatch ensures large sales in the present, while Audemars Piguet positions itself as an aspirational brand for a new generation of potential. buyers in the future. The problem is that the management at the Swatch points of sale has been a disaster lacking any foresight, to the point of requiring the intervention of the police to avoid greater evils. This lack of foresight in such a strategic launch makes the customer feel reluctant to participate in the next campaign because they do not want to have to spend days camped in front of the store to get their unit, even more so when the product is targeted to an audience who, in the near future, aspires to wear an Omega, Audemars Piguet or Blancpain watch on his wrist. In Xataka | Some OT contestants did not know how to read a clock hands. Science has clues as to why it is becoming more common Image | Swatch

steal materials from the asteroid belt (with a stop at a gas station)

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We haven’t built yet bases on the Moonbut already there are those who think in that future in which settlements can be built on Mars. If our satellite is a challenge, the red planet is already the pinnacle of complexity. Therefore, although there is still a lot of time for it to be viable, it doesn’t hurt to think about strategies. A good example is the proposal just made by a team of scientists led by aerospace engineer Serena Suriano. His proposal is based on one of the main problems that the space masons: the lack of materials. In the absence of suitable metals for construction there on Mars, they would have to be sought in the vicinity of the red planet. To do this, they propose “looting” the asteroid belt. It’s not that easy. In the asteroid belt There are metallic asteroids that could be mined for necessary metals such as molybdenum. But there is a problem. Traveling to these asteroids to take construction materials to Mars is not like taking the car on a Saturday to go to Ikea. In that case, the biggest handicap is the families that overcrowd the spaces. In the case of asteroids, the main problem is the orbital dance necessary to leave Mars, reach the asteroid and return. Luckily, these scientists consider that the problem could be solved with a couple of pit stops. An (almost) imaginary ship. When making calculations, it is normal to start from the parameters of a ship that actually exists. For this reason, these scientists have made simulations with an imaginary ship that is not the same, but looks like quite to the SpaceX Starship. The most powerful imaginable today. The ship in question weighs 120 tons, can carry a payload of 115 tons and hold up to 1,100 tons of fuel. This would mean a delta-v of 6.4 km/s. And what is that? The delta-v is a measure of the amount of effort necessary to carry out an orbital maneuver. In simpler terms, it is the change in speed that can be achieved by burning all the fuel in a ship. In this case it would be 6.4 km/s. The problem is that to reach the metallic asteroids that could be mined to build on Mars, taking into account the necessary orbital spins, a delta-v of 10 to 12.8 km/s would be needed. It can be solved. These scientists have designed a plan that includes two pit stops. The first would be on the metallic asteroid itself. Once the materials have been extracted, on the way back we would have to stop at a type C asteroid. These contain volatiles such as water and hydrocarbons, which would facilitate a process known as production on site of propellant. In other words, the type C asteroid would be used as a gas station, using its resources as propellant to continue the trip. If these stops are made, the necessary metals could be obtained with a delta-v of 6.4 km/s. The imaginary ship looks like Starship, but it is not the same 22 pairs. In total, there are 22 pairs of metallic asteroids and C-type asteroids in a 20-year window starting in 2040. This means that, from that moment, when it is assumed that trips to Mars and the construction of bases could already be viable, there would be more than 20 mine and gas station options to bring metals to the red planet. In total, 200 tons of metal could be obtained in that period. It may not seem like much if we consider that it is little more than the payload for a single trip. But fuel needs to be optimized. The loading process on site of propellant is carried out at a rate of 2 kg per day. To fill the tank it would take about 1,500 years. Logically, that is not viable, so you have to go with the tank half full and, therefore, adjust the payload. Why 20 years? For the trip to take place, it is necessary that the orbits of Mars and the asteroids are correctly aligned. It’s as if the road to Ikea only opens once every few years. Therefore, many trips could not be made. Building an entire base would take a lot of time, but it’s something you have to take on. A solution. If chemical propulsion is changed to solar propulsion or nuclearit would be much easier to extract metals from asteroids and, possibly, the deadlines would be shorter. However, these scientists have chosen to make their calculations with the only viable technology today. Maybe in the future the trip will be a little shorter than all this. Of course, building a base will continue to be a very, very long process. Many generations of humans would retire looking at those works. Image | NASA | SpaceX In Xataka | Elon Musk says it will take 1,000 Starships and 20 years to build the first sustainable city on Mars

Meta and Google talk about nuclear fusion for the future; The short-term reality is that they are pulling natural gas

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Silicon Valley has an undeniable gift for selling the future. If one listens to the great technological leaders, Artificial Intelligence will soon be powered by energy sources worthy of a science fiction novel. Goal just signed an agreement to obtain solar energy directly from satellites in space, while figures such as Sam Altman, CEO of OpenAI, They assure that nuclear fusion It is the great “silver bullet” that will save the sector. However, it is enough to look down from the stars to the earth to find a much smokier reality. To feed the insatiable “energy monster” that AI has unleashed, big technology companies are turning to the technology of the past. As explained from Axiosthe race to dominate artificial intelligence is accelerating at such a dizzying pace that the industry’s ambitious climate goals are taking a discreet backseat. Today, the world’s most sophisticated cloud is being built on a foundation of fossil fuels. The numbers speak for themselves. Far from nuclear fusion laboratories, the actual infrastructure being built in the United States tells a story based on natural gas. Meta’s case is perhaps the most graphic, as detailed in Bloomberg, US utility Entergy Corp. has had to increase its capital spending plan by almost a third, reaching $57 billion, to build 10 new natural gas plants dedicated exclusively to powering the new data campus Hyperion of Meta in Louisiana. This gigantic complex will require more than 7 gigawatts of power, the equivalent of the output of seven large nuclear reactors. Google, the historic champion of clean energy, is not far behind either. An investigation by the market intelligence firm Cleanview has brought to light Google’s partnership with the company Crusoe Energy to develop a huge data center in Texas named “good night“. The project includes a 933-megawatt gas plant built outside the traditional electrical grid. The end of the green utopia? The environmental impact of this installation is not minor, how to explain Guardianthe plant will emit up to 4.5 million tons of carbon dioxide per year. To put it in perspective, this exceeds the annual emissions of the entire city of San Francisco or is equivalent to putting 970,000 additional gasoline cars on the roads. Given this, Google’s official position is cautious. Chrissy Moy, company spokesperson, does not deny the project before the mediaalthough it clarifies that, although they are linked to the campus, they still “do not have a contract in force” to acquire energy from said gas plant. How have they developed in oil pricethe origin of this sudden gas rush is that data centers are putting local power grids under unprecedented pressure, causing consumers to bear the cost of this increased energy competition. To overcome the slow expansions of the public network and the endless waiting lists for permits, Wired points out that data center developers They are choosing to generate their own energy “behind the meter” (off-grid). And in that fast and private strategy, gas is king. Their green mask falls off. This is a serious blow to Silicon Valley’s green image. As you remember GuardianGoogle was once a pioneer in promising net zero emissions by 2030. However, the company itself has had to admit that its carbon emissions have increased by 48% in the last five years due to data centers. Now, those environmental objectives have been internally downgraded to the category of climate moonshots (speculative projects very difficult to achieve). The underlying problem is purely physical. As he reflects Impakterenergy—not chip shortages—is emerging as the real bottleneck for AI. Traditional renewable sources are intermittent, and large language models require devouring electricity 24 hours a day. A systemic problem that is already raising blisters in Washington. The return to natural gas is not an isolated anecdote of a couple of companies. There are currently about 100 gigawatts of gas-fired power in development in the United States destined for data centers alone. Microsoft just signed a deal with oil giant Chevron in Texas, and permits for OpenAI’s Project Jupiter in New Mexico suggest it could emit up to 14 million tons of greenhouse gases annually (triple that of Google’s project). Faced with this fossil avalanche, Democratic senators such as Whitehouse, Van Hollen and Heinrich have sent letters demanding formal explanations from leaders of Meta and OpenAI for putting the country’s climate commitments at risk. The industry defends itself by arguing that it is a necessary evil. Cully Cavness, president of Crusoe, explained that natural gas it is a critical “bridge” and the only power source available today capable of scaling at the pace AI demands. Next-generation clean alternatives will take decades. Meta’s promising agreement to receive solar energy from space will not have a pilot satellite until 2028and its commercial viability is not expected, at best, until the 2030s or 2040s. The same happens with commercial fusion reactors: they will not dump a single watt into the grid well into the next decade. The great paradox of AI. Business magazines celebrate the financial success of this revolution. In their profiles of the most influential companies, TIME relates how Google, under Sundar Pichai, has reached a $4 trillion market value driven by its advances in AI, while Mark Zuckerberg celebrates record ad revenue on Meta by promising systems that will soon “understand the unique personal goals” of each user. Silicon Valley promises that this same Artificial Intelligence will one day help us solve humanity’s great challenges, including climate change itself. But the current paradox is inescapable: in the real world of 2026, to train the most brilliant and avant-garde artificial mind ever created, human beings still inevitably need to set natural gas on fire. Image | Photo by Tasos Mansour on Unsplash Xataka | Solving the mystery of the red balls on high-voltage cables: a simple way to save lives

The world depends on gas to produce food. Paraguay believes it has the definitive solution thanks to the Itaipú dam

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In the midst of a scenario of high tension in the Middle East and threatened trade routes, a project in the heart of South America promises to change the rules of the game for global agriculture. The British company Atome has given the final green light for the construction of Villetaa fertilizer plant in Paraguay valued at 665 million dollars, which will completely eliminate the use of fossil fuels in its production. A question of food safety. As detailed Financial Timesthe fertilizer industry’s dependence on natural gas is an Achilles’ heel for the global economy. Traditionally, most nitrogen fertilizer is produced by combining nitrogen from the air with hydrogen extracted from natural gas. However, Villeta will use renewable electricity to separate hydrogen from water (electrolysis). For Olivier Mussat, CEO of Atome, the project’s focus goes far beyond sustainability. “It’s not an ecological story, it’s actually a food security story,” declared in FT. Mussat’s warning is no small matter, since between a quarter and a third of global nitrogen fertilizer exports pass through the Strait of Hormuz. With the recent conflicts, gas shipments have fallen, raising prices and raising alarms about a possible food crisis. For Latin America, an agro-export power but highly dependent on imported fertilizers, the project works as a “structural hedge” against geopolitical volatility. The financial milestone that Wall Street observes. Atome managed to close a financing package that includes $420 million in debt and $245 million in equity. This backing comes from development lenders of the caliber of the International Finance Corporation (IFC) and the European Investment Bank (EIB), along with specialist hydrogen investment fund Hy24. “We have shown that you can actually close and finance a green fertilizer facility on an industrial scale. It has never been done before,” Mussat said. For his part, Pierre-Etienne Franc, executive director of Hy24, explained to the press that having cheap and non-fossil energy sources offers “a route to green fertilizer that will be localized”, making the industry independent of raw material prices dictated by natural gas. The technical feasibility. Green hydrogen has historically been too expensive to compete with its fossil counterpart. However, Paraguay’s competitive advantage changes the equation. The Villeta plant will operate with electrolyzers large-scale powered by the Itaipú hydroelectric dam (shared between Paraguay and Brazil). According to the company’s projections, electricity costs will be just under $30 per megawatt-hour under a long-term agreement. This technical and economic feasibility was enough to convince the Norwegian fertilizer giant, Yara International, to sign a binding contract of 10 years to purchase the entire production of the plant, estimated at around 260,000 tons per year, a detail exhaustively covered by the industrial press. The view from Asunción. For decades, Paraguay has exported its surplus energy generated in Itaipú to its neighbors, Brazil and Argentina, at very low prices. For the local pressAtome’s installation represents a historic paradigm shift. It means taking that clean energy and using it within the national territory to generate local jobs and produce a good with high added value. Although Villeta will represent less than 1% of the global nitrogen fertilizer market when it begins production in 2029, its backers and market observers agree on something fundamental: if the Paraguayan model works, it could become the definitive template for freeing global agriculture from its dependence on fossil fuels. Image | Atome Xataka | We are wasting a valuable resource: urine is helping solve the fertilizer crisis

A “floating gas station” in the middle of the ocean is making a fool of the US

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In the satellite images of certain points in Southeast Asia there are days in which dozens of oil tankers appear completely stopped in the open sea, forming a kind of improvised parking lot in the middle of one of the busiest shipping routes of the world. Some stay there for hours, others for days, with no apparent direction, as if waiting for something that never comes… or that happens when no one is watching. An invisible map in the middle of the ocean. I told the story this week CNN through data by MarineTraffic reviewed by the media. For years, the Iranian oil trade has followed a logic that barely left a trace in official records, with ships disappearing and reappearing in tracking systems and shipments whose origin changes depending on the document consulted. This dynamic, it seems, has allowed us to sustain a constant flow towards China even under sanctions, relying on a network of intermediaries, opaque routes and an aging fleet that operates on the margins of the international system, similar to the “Russian model”. It happens that what seemed like a succession of dispersed maneuvers begins to draw a much more defined pattern: a floating infrastructure that works away from the spotlight. The “floating gas station”. They explained in the exclusive that, in waters near Malaysia, in the area known as Eastern Outer Port Limitsa key point has been consolidated where dozens or even hundreds of ships remain waiting, exchanging oil in ship-to-ship operations that completely transform crude oil traceability. This enclave acts as a authentic service station intermediate where Iranian oil changes hands, identity and destination before continuing its journey towards Asia, becoming a central gear which allows Tehran to maintain stable exports despite international pressure. Its location, close to critical maritime routes and outside effective control, makes it the ideal place for this type of operations. SAR satellite images show vessels within the outer boundary of the Eastern Harbor off the coast of Malaysia on April 18, 2026 How the shortcut to China works. The system follows a precise and repeated logic: one where large oil tankers load crude oil at Iranian facilities, cross the Indian Ocean and reach this area. where they transfer their cargo to other ships, which in turn transport it to Chinese refineries. In this process, oil change label and appears as originating from countries such as Malaysia or Indonesia, hiding its real origin in official data. This mechanism allows China to continue receiving large volumes of crude oil at reduced prices, while Iran ensures constant income that sustains its economy in a context of sanctions. MarineTraffic data shows the multiple trips the MT Tifani made between the Persian Gulf and the EOPL from April 2025 until its capture by US forces in April 2026 “Ghost” fleet that does not stop. Behind the system are hundreds of vessels that change flag, name and owner frequently, making them difficult to track and reducing their exposure to sanctions. Many operate without identification active for long periods, activating and deactivating its location systems as appropriate, which further complicates any control attempt. The magnitude of the activity is growingwith hundreds of annual transfers that, in practice, turn this maritime space into one of the most active (and least transparent) points of global energy trade. The fight with Washington reaches another board. In the background, a story that remembered the wall street journal the weekend. Recent oil tanker seizures like MT Tifani They reflect a change in strategy on the part of the United States, which has decided to extend its pressure beyond the Middle East and act directly on these distant routes. These interventions they seek to interrupt a system that has operated for years with relative impunity, although they also show the difficulty of stopping such a distributed and adaptable network. Each intercepted ship is a signal, although the total volume of traffic suggests that the mechanism remains fully operational. Floating reserves and economic war. Beyond the immediate exchangethis network also works as a strategic reserve on the high seas, one with millions of barrels stored on oil tankers waiting to be delivered when conditions permit. There is no doubt, this capability offers Iran a mattress facing blockages or interruptions, bringing oil closer to their final buyers and reducing its dependence on vulnerable routes like right now in the Strait of Hormuz. In short, the system represents much more than an evasion of sanctions, approaching an entire logistics architecture designed to keep open a critical avenue of income in the midst of conflict. Image | Department of Defense, MarineTraffic, Sentinel 1/European Space Agency In Xataka | Ukraine taught how to use drones. Iran has gone one step further: turning them into a crusher for US radars and bases In Xataka | If the war resumes again, the US runs a risk unprecedented in the history of war: that the only one with missiles will be Iran.

deeply dependent on natural gas

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China leads global lithium battery production. If we stick to electric cars in this Asian country manufactures 80% of the batteries who use these vehicles. CATL and BYD are the largest lithium battery manufacturers on the planet with a market share in February 2026 of 42.1% and 13.4% respectivelyaccording to the consultant SNE Research. Its leadership position is the result of several factors. On the one hand, China is the world’s largest producer of lithium and rare earthwhich are the main raw materials used in the manufacture of batteries. In addition, it controls the processing of these materials and is capable of producing batteries on a large scale and at a very competitive price. However, in this recipe there is one more ingredient that we cannot overlook: BYD and CATL lead the global battery industry thanks to their capacity for innovation and adaptation. Both companies demonstrated this by betting before their competitors on lithium iron phosphate batteries (known as LFP by its English name). However, they have a weak point: they are deeply dependent on fossil fuels. The natural gas paradox Chinese battery manufacturers, and especially CATL and BYD, face a crossroads: their plants depend on natural gas to carry out thermal processes, making them vulnerable to geopolitical instability, such as that triggered by the iran war. Several thermal processes are involved in the production of a battery that require maintaining a constant and high temperature. One of them is the coating of the electrodes with a liquid mixture of active materials. And another involves the evaporation of solvents inside gigantic ovens. Battery factories have been designed around gas boiler and pipeline systems This last phase consumes an enormous amount of thermal energy, and currently gas boilers are the most efficient and economical way to produce the steam and heat that are necessary for these drying tunnels to fulfill their function. CATL has increased the use of wind and solar energy drastically, but the problem it has encountered is that electricity has not yet achieved effectively replace natural gas in processes in which large-scale heat production is involved. And this gas delivers an amount of heat that is difficult to match using electrical resistance on an industrial scale. In addition, current factories have been designed around gas boiler and pipe systems, so changing the entire production infrastructure to an alternative that dispenses with natural gas and relies on electricity requires a huge investment that would force manufacturers to increase the price of batteries. In this scenario, their competitiveness would suffer. As I mentioned a few lines above, the deep dependence that CATL and BYD have on natural gas exposes them to the instability of the global energy market. In fact, the increase in the price of gas as a consequence of the war in Iran is having a direct impact on the production cost per kWh. CATL is already working in a solution to this problem. Currently it appears that the best alternative to gas boilers is drying by directed infrared radiation, although gas today continues to provide much more energy than all the renewable and hydroelectric plants combined in the Chinese manufacturing ecosystem. Image | BYD More information | Volt Insight In Xataka | Xi Jinping’s “made in China 2025” plan is becoming a reality: this is how he is conquering the key technologies of the future

They no longer have helium and they have liquefied natural gas left for 11 days

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Taiwan has run out of helium. And has a reserve of liquefied natural gas for 11 days at best. It is a very serious problem that is of great concern to Taiwanese semiconductor manufacturers. In fact, the Taiwan Semiconductor Industry Association (TSIA) has asked the Government of the island that set up a strategic reserve of these two resources capable of guaranteeing their availability for a long period of time. The origin of this problem is the war between the US, Israel and Iran. These countries have agreed to a two-week ceasefire agreement, but Taiwan remains on the ropes. The blocking of Strait of Hormuz has disrupted the supply of helium and liquefied natural gas on which many Asian countries depend, and the Taiwanese integrated circuit industry is deeply dependent on these two resources. Taiwan cannot afford to have such a fragile supply chain More than 40% of Taiwanese power plants use liquefied natural gas. And chip factories need a stable supply of electricity to sustain their activity. Additionally, these facilities require the use of helium in several critical stages of the IC production process, and Taiwan currently does not have a helium reserve. The US and Japan have already created a strategic inventory of liquefied natural gas and helium, and TSIA has requested the Taiwanese government to do the same. There is a lot at stake. The production of cutting-edge chips gives Taiwan enormous relevance from a geostrategic point of view And the semiconductor industry is strategic for Taiwan for three fundamental reasons: it represents among 13% and 15% of the gross domestic product of the country; is the engine of its exports with a value close to 40% of the total; and finally, the production of cutting-edge chips gives the country enormous relevance from a geostrategic point of view. For this reason, it is crucial for this Asian country that TSMC, UMC and its other companies involved in the integrated circuit industry have the resources they need. TSIA has noted that Taiwan must diversify its energy sources: “We propose to the Government the need to continue diversifying our energy sources and the supply of critical materials to prepare for the uncertainty of the current situation (…) Our Association also supports the Government’s decision to reopen nuclear power plants to have a more stable energy supply as long as the processes meet legal requirements and safety is guaranteed.” Be that as it may, the underlying problem that Taiwan faces is that its economy, as we have seen, is deeply dependent on the semiconductor industry. And their supply chain is fragile. Very fragile. The Administration closed the last nuclear power plant in May 2025, and since then more than 95% of the island’s electricity depends on imported resources. The temporary ceasefire agreement reached by the US, Israel and Iran is likely to alleviate some of the pressure on Taiwan, but its integrated circuit industry is too important to allow it to be so sensitive to the international situation. Image | Generated by Xataka with Gemini More information | Nikkei Asia In Xataka | We already know what the chips that will arrive until 2039 will be like. The machine that will allow them to be manufactured is close

Europe fled from Russia’s gas to fall into the arms of the United States. The Third Gulf War proves that it was a trap

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Behind troop movements and sea blockades for the Third Gulf Warthere is a much quieter script twist that is shaking the foundations of the continental economy: false European security. A problem that comes from the other side of the pond. After the energy crisis due to the Ukrainian War (still valid), Europe thought it had solved its great energy vulnerability by changing the gas that arrived through Russian gas pipelines for liquefied natural gas (LNG) that crossed the Atlantic in ships from the United States. The idea of ​​the European Union was to bet its imports on Washington to diversify sources and avoid future geopolitical blackmail. However, the American lifeline has turned out to be punctured. With the global market in maximum tension due to the war in Iran, the US is not guaranteeing European supply and makes gas subject to trade wars and political whims. The real Achilles heel. Europe now depends on the United States for two-thirds of its LNG imports, according to the center for economic studies Bruegel. As global supply falls due to the conflict, Asian buyers — who traditionally sourced from the Gulf — are competing aggressively for flexible gas ships. The result is a bidding war to the highest bidder: according to Bruegelseveral shipments of American LNG have already been diverted from Europe to Asia in the midst of the conflict. At the diplomatic and commercial level, the situation with our “savior partner” is enormously unstable. In the midst of this crisis, Donald Trump has come to criticize European allies, urging them on social networks to “get their own oil,” according to Bloomberg. As if that were not enough, political friction over the conditions of the trade agreement between the EU and the US has caused senior US officials to threaten retaliation, casting serious doubts on Washington’s previous commitment to sell $750 billion in energy products (including its precious LNG) to the European bloc. The price of the “green illusion”. The impact of this imbalance is being brutal for European pockets. According to the Financial Times Based on data provided by the European Commission itself, the bill for EU fossil fuel imports has increased by 14 billion euros in just 30 days of conflict. Gas prices have experienced a rise of 70%, while oil prices have become more expensive by 60%. This puts in front of the mirror what in Euractiv have baptized as “the green illusion” of Europe: a glaring structural failure in the energy transition. Despite having invested nearly one trillion euros in renewable energy, the European Union’s energy dependence on imports remains at 60%, practically the same figure as in 2004. An ineffective design. The reason for this price contagion lies in the very design of the European electricity market. By operating with a marginalist system, the most expensive technology (usually gas) is the one that sets the price of electricity for everyone, as explained in Strategic Energy. In countries heavily dependent on gas to generate electricity, such as Italy, gas sets the price 89% of the time, exposing citizens directly to international volatility. However, there is hope if you do your homework. In Spain, the enormous growth of wind and solar energy has caused the gas only mark the price of electricity 15% of the hours, much better shielding the country against these external shocks. In fact, it’s not all bad news: solar electricity generation has saved the EU from spending 2 billion euros in fossil fuel imports only in the first 20 days of March. And now what? It doesn’t look like we’ll get a break anytime soon. The crisis will not be brief, as the European Commissioner for Energy, Dan Jørgensen, has strongly warned. who has made it clear thateven if peace were declared tomorrow, prices would not return to normal in the foreseeable future. The European Commission is already finalizing a “toolbox” with emergency measures that will suddenly return us to the scenarios of 2022. On the table in Brussels is the possibility of recovering taxes on extraordinary profits that fell from the sky (windfall tax) for energy companies. Drastic measures in sight. Brussels also foresees drastic measures to contain demand based in the well-known 10-point plan of the International Energy Agency. This would translate into recommendations to Member States to encourage teleworking, reduce speed limits on motorways and promote both public transport and car sharing. At the strategic level, to stop the bleeding in LNG prices and prevent the US from playing against Europe with Asia over shipments, the think tank Bruegel proposes a radical solution: that the EU act as a bloc and coordinate its gas purchases directly with large importers such as Japan and South Korea to avoid a bidding war. The invisible problem. To understand the complete picture, we must talk about the great bottleneck that almost no one talks about: concrete and copper. European renewable deployment is colliding with a lack of capacity in electricity networks. According to a report from the climate think tank Emberat least 120 GW of planned renewable energy projects in Europe are at risk simply because the grid cannot support them. The logjam is monumental, with almost 700 GW of renewable projects stuck in connection queues awaiting permits across European countries reporting this data. And this is not just a problem of the macro plants of large corporations; It directly affects the average citizen. According to calculations in the same report, 1.5 million European homes could face delays in being able to connect the solar panels on their roofs due to obsolete distribution networks that do not have the capacity to take on the energy. A chronic gap. The underlying problem is a chronic gap in the system itself. As pointed out EuractivEurope has changed how it generates its electricity, but it has not electrified its real economy. Cars continue to burn oil, heavy industry continues to use fossil gas and the general electrification of the economy has been stagnant for ten years. Europe has spent … Read more

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