Wednesday, 16 April 2025

Tariff Inflation Starts. US Tourism Falls. How to Beggar Each Other.

 Baltic Dry Index. 1282 -19         Brent Crude 64.56

Spot Gold 3288               US 2 Year Yield 3.84 unch.  

US Federal Debt. 36.730 trillion!!!

The U.S. government has a technology, called a printing press (or, today, its electronic equivalent), that allows it to produce as many U.S. dollars as it wishes at essentially no cost.

Ben Bernanke

This morning, more tariff war wobble in the global stock casinos.

But we are only in the polite opening phase of President Trump’s Great Miscalculation. So far, very few, if any, workers worldwide have yet lost their jobs.

Once job losses start spiralling across the rest of the world and eventually into the USA, the gloves will come off in the 2025s repeat of the 1930s, and the Great Trumpian Race to the trade war bottom will get underway.

How to kill off the “exorbitant privilege” of the dollar reserve standard and kick start the new world order of central bank digital currencies.

London Irvine Report: CBDCs

Hong Kong stocks fall 2% to lead losses in Asia-Pacific as Trump tariffs dent sentiment

Updated Wed, Apr 16 2025 12:48 AM EDT

Asia-Pacific markets traded mostly lower Wednesday after Wall Street declined overnight as investors assessed quarterly earnings, while tariff worries continued to weigh on investor sentiment.

Hong Kong’s Hang Seng Index fell 2.11%. Mainland China’s CSI 300 declined 0.84%. China’s economy expanded by a better-than-expected 5.4% in the first quarter, even as U.S. tariff threats have prompted major investment banks to slash the country’s annual growth outlook. Reuters’ economists had expected a 5.1% expansion year on year.

Japan’s Nikkei 225 fell 0.3%. South Korea’s Kospi fell 0.47% while the small-cap Kosdaq lost 0.44%.

Australia’s S&P/ASX 200 gained 0.19%.

UBS recently downgraded its GDP forecast for China to 3.4% for 2025, and to 3% next year. The investment bank’s chief China economist, Tao Wang, estimates that tariff hikes imposed by the U.S. on Chinese goods will cause a more than 2 percentage points drag on China’s GDP growth.

Bloomberg on Tuesday reported that China had ordered all airlines to halt deliveries of Boeing jets amid a tit-for-tat tariff war with the U.S. This move could increase chances of a negotiation, according to Louis Navellier, founder and chairman of Navellier & Associates.

“The probability of a resolution of the trade spat between China and the U.S. is now expected since Boeing and the technology industry are likely putting pressure on the White House,” said Navellier.

U.S. stock futures slipped as investors looked ahead to the release of a key retail sales report and more earnings from the first-quarter season. Dow Jones Industrial Average futures dropped 139 points, or 0.3%. S&P 500 futures and Nasdaq 100 futures dipped 0.7% and 1.1%, respectively.

Overnight in the U.S., the three major averages fell. The Dow Jones Industrial Average lost 155.83 points, or 0.38%, to close at 40,368.96. The S&P 500 declined 0.17% and ended at 5,396.63. The Nasdaq Composite ticked down 0.05% and settled at 16,823.17. The three averages slipped following back-to-back winning sessions.

Asia-Pacific markets live: China GDP, China retail data, Trump tariffs

Nvidia says it will record $5.5 billion charge tied to H20 processors exported to China

Published Tue, Apr 15 2025 5:37 PM EDT

Nvidia said on Tuesday that it will take a quarterly charge of about $5.5 billion tied to exporting H20 graphics processing units to China and other destinations. The stock slid more than 6% in extended trading.

On April 9, the U.S. government told Nvidia it would require a license to export the chips to China and a handful of other countries, the company said in a filing.

The disclosure is the strongest sign so far that Nvidia’s historic growth could be slowed by increased export restrictions on its chips, which the U.S. government says can be used to create supercomputers for military uses. Nvidia reports fiscal first-quarter results on May 28.

During President Biden’s administration, the U.S. restricted AI chip exports in 2022 and then updated the rules the following year to prevent the sale of more advanced AI processors. The H20 is an AI chip for China that was designed to comply with U.S. export restrictions. It generated an estimated $12 billion to $15 billion in revenue in 2024.

Nvidia CEO Jensen Huang said on the company’s last quarterly earnings call in February that revenue from China had dropped to half of pre-export control levels. Huang warned that competition in China is growing, and for the second straight year, Nvidia listed Huawei as a competitor in its annual filing.

China is Nvidia’s fourth-largest region by sales, after the U.S., Singapore, and Taiwan, according to the company’s annual report. More than half of its sales went to U.S. companies in its fiscal year that ended in January.

Nvidia’s H20 chip is comparable to the H100 and H200 AI chips used in the U.S. and other countries, but it has slower interconnection speeds and bandwidth. It’s based on a previous generation of AI architecture called Hopper introduced in 2022. Nvidia is now focusing on selling its current generation of AI chips, called Blackwell.

DeepSeek, the Chinese company whose competitive AI model R1 unveiled earlier this year upended markets, used H20 chips in its research.

In addition to the existing Chinese export controls, Nvidia also faces new restrictions on what it can export starting next month, under “AI diffusion rules” first proposed by the Biden administration.

Nvidia has argued that further controls on its chips would stifle competition and potentially even erode U.S. competitiveness in technology. The company previously said it moved some of its operations, including testing and distribution, out of China after the 2022 export controls.

More

Nvidia says it will record $5.5 billion charge for H20 GPUs to China

Tokyo has ‘many cards’ to play in U.S. tariff negotiations, says Japanese economic advisor

Published Wed, Apr 16 2025 12:32 AM EDT

Japan has “many cards” to play in tariff negotiations with the United States, according to Takeshi Niinami, senior economic advisor to Japan’s prime minister.

His comments comes ahead of a three-day trip by top negotiator Ryosei Akazawa to the U.S. for talks with U.S. Treasury Secretary Scott Bessent and U.S. Trade Representative Jamieson Greer.

Niinami, who is also chairman and CEO of Japanese drinks manufacturer Suntory Holdings, told CNBC’s “Squawk Box Asia” that he is “cautiously optimistic” about the trade talks.

He pointed out that Japan has been the biggest foreign investor in the U.S. and the largest foreign holder of U.S. Treasury bonds.

Japan should therefore talk about more opportunities to invest in the United States, and will keep its massive stock of U.S. Treasurys, Niinami said, adding “We know that the President is [very concerned] over the bond market,” referring to U.S. President Donald Trump.

Japan holds about $1.1 trillion in U.S. Treasurys, and Trump said that the bond market sell-off last week was part of the reason he U-turned on his “reciprocal” tariffs.

“I thought that people were jumping a little bit out of line,” Trump said. “They were getting a little bit yippy, a little bit afraid.

Kevin Hassett, director of the U.S. National Economic Council, told CNBC on April 10 that the bond market decline contributed to Trump’s decision.

The 10-year Treasury yield from April 8 spiked above 4.5% on speculation a big foreign holder like Japan or China was dumping U.S. bonds. Bond prices move inversely to yields, and rising yields could mean higher U.S. mortgage rates.

Another move Tokyo could make would be to talk about military purchases from the U.S., Niinami said, as it strives to increase defense spending to 2% of gross domestic product.

Japan and the U.S. have deep military relations, and Japan’s Self-Defense Forces use a wide array of U.S. equipment, including fighter jets, helicopters and some small arms.

“Let’s normalize the relations, because we are the biggest ally of the United States. So we want to normalize the relationship, and we want to upgrade the relationship between [the] U.S. and Japan in terms of regional security,” Niinami said.

Japan had been hit with a 24% “reciprocal” tariff by Trump, although this has been suspended for 90 days from April 9, leaving a 10% baseline tariff.

More

Tokyo has 'many cards' to play in U.S. tariff talks: Japan advisor

In other news, nothing good.

European rating agency Scope sends US downgrade warning

Tue, April 15, 2025 at 3:21 PM GMT+1

LONDON (Reuters) - European credit ratings agency Scope has warned that the United States could be downgraded if a lengthy trade war erodes long-term trust in the dollar, or if President Donald Trump implements even more extreme measures such as capital controls.

The fallout from Trump's trade tariffs has included the dollar's sharpest year-to-date fall against other major currencies in more than 50 years, while credit default swap (CDS) markets, which investors use to hedge risk, are pricing in as many as five U.S. rating downgrades.

Berlin-based Scope, which is used alongside S&P Global, Moody's and Fitch by the European Central Bank to judge creditworthiness, said one of the most exposed countries to the trade war was the U.S. itself, particularly in more extreme scenarios.

Those include a protracted tariff fight and/or the introduction of U.S. capital controls - or taxes on foreign investment - which could then lead to "viable alternatives" to the dollar as the world's dominant currency.

"If doubts about the exceptional status of the dollar were to increase, this would be very credit negative for the U.S.," Scope's head of sovereign ratings, Alvise Lennkh-Yunus, said in a report published on Tuesday.

It is the first agency to deliver such a stark warning about a possible U.S. rating downgrade in the wake of Trump's shake-up of the post World War II global economic order.

Scope currently rates the U.S. AA with a "negative" outlook. That is lower than the AA+ scores of S&P and Fitch, and of Moody's, which is the only major agency to still rate the U.S. a top-grade "triple A".

Lennkh-Yunus added that doubts around the dollar's status would be fuelled if China and the European Union deepen their trade ties; if China opens up its economy; and if the EU can convince its citizens to invest more into the bloc's priority projects.

"These developments are unlikely to happen swiftly," Lennkh-Yunus said.

There was a broader warning about other countries with significant trade surpluses and/or financial exposure to the U.S. too.

Scope currently rates the U.S. AA with a "negative" outlook. That is lower than the AA+ scores of S&P and Fitch, and of Moody's, which is the only major agency to still rate the U.S. a top-grade "triple A".

They include open economies like Ireland, which ride global business cycles, those sensitive to higher financing rates such as Italy, oil exporters, and countries with weak currencies like Turkey and Georgia.

"The eventual impact on growth, inflation, public debt, external credit metrics and thus sovereign credit ratings, will ultimately depend on the macro-economic environment," Scope's report said.

European rating agency Scope sends US downgrade warning

China halts Boeing deliveries as trade war intensifies

Tuesday 15 April 2025 10:17 am  |  Updated:  Tuesday 15 April 2025 10:18 am

China has instructed its airlines to stop taking deliveries from Boeing, in the latest twist in the country’s fast-moving trade war with the US.

Sources familiar with the matter told Bloomberg that officials had also requested Chinese carriers halt purchases of any aircraft-related equipment and parts from US companies.

Donald Trump has imposed tariffs as high as 145 per cent on Chinese goods in a bid to bring down the US’s near $300bn (£226.8bn) trade deficit with China.. Beijing has retaliated by hiking its own tariffs on goods imported to America.

The move comes as a blow for Boeing, which is looking to claw back ground on rival Airbus after a torrid 2024 that saw it grapple with a major safety crisis and a multi-billion pound hit from machinist strikes.

China’s aviation market is projected to become the largest globally by 2043, surpassing North America and Europe to a value of around $61bn (£46.1bn).

Around 10 Boeing 737 Max aircraft are scheduled to enter China’s aircraft fleet, according to data from Aviation Flights Group reported by Bloomberg.

It comes as the chief executive of Ryanair, Boeing’s biggest customer, warned on Tuesday the Irish airline could delay deliveries if tariffs are imposed on Boeing aircraft.

Michael O’Leary said there would be a “significant debate” over whether manufacturers or airlines should shoulder the cost of tariffs.

“The airlines will say the manufacturer must pay. I’m sure the manufacturer will insist the airline pays,” he told the Financial Times.

Boeing shares are down around seven per cent this year to date.

China halts Boeing deliveries as trade war intensifies

‘Severe strain’ on tech supply chains will cause more price rises in electronics

14 April 2025

The “uncertainty” created by US President Donald Trump’s changing tariffs policy is putting tech manufacturing supply chains under “severe strain”, and sparking price rises, experts have said.

On Monday, Sony confirmed it was raising the price of some PlayStation 5 consoles in the UK, Europe, Australia and New Zealand because of what it called “challenging” economic conditions.

Over the weekend, the US government said it would exempt electronics from its sweeping new tariffs on imports to the US, but also indicated that this reprieve would only be temporary while it decided on a tariff regime for the sector.

Geraint John, vice president of research at supply chain intelligence firm Zero100, said more announcements similar to Sony’s price rises could be on the way.

“President Trump’s decision to exempt smartphones and computers from sky-high US import tariffs may provide only temporary relief for Apple, Google, Dell and other consumer electronics companies,” he told the PA news agency.

“They remain hugely dependent on China, along with Vietnam and India, for manufacturing, so any increase in tariffs on these countries above the current 10-20% level is likely to see consumers paying more for their devices.

“Sony’s decision to raise prices for its PlayStation 5 by around 25%, including for European customers, could be the first of many such announcements over the next few weeks.

“Uncertainty about the direction of US trade policy and tariffs strategy is putting tech supply chains under a severe strain.

“As well as incurring extra airfreight costs to move products between countries, these headwinds will reduce tech firms’ ability to plan forward production with confidence.

“Such factors reduce supply chain efficiency and may exacerbate the upward pressure on prices.”

Ben Barringer, global technology analyst at Quilter Cheviot, said the “tariff rollercoaster” was disruption that would “weigh heavy” on the sector.

“Things are moving very quickly, so whether or not this is the settled position remains to be seen. As ever, in Donald Trump’s world the only certainty is uncertainty,” he said.

“Clearly, announcements like this will weigh heavily on tech companies until they get a much more obvious operating environment.

“The actual impact on earnings remains to be seen, but with the latest results season starting in earnest this week, every statement will be closely analysed to get a view on what tariffs will do to the bottom line, and crucially, what other companies are doing with their IT spend.

More

‘Severe strain’ on tech supply chains will cause more price rises in electronics

US economy is set to lose billions as foreign tourists stay away

April 15, 2025

The US economy is set to lose billions of dollars in revenue in 2025 from a pullback in foreign tourism and boycotts of American products, adding to a growing list of headwinds keeping recession risk elevated.

Arrivals of non-citizens to the US by plane dropped almost 10% in March from a year earlier, according to data published Monday by the International Trade Administration. Goldman Sachs Group Inc. estimates in a worst-case scenario, the hit this year from reduced travel and boycotts could total 0.3% of gross domestic product, which would amount to almost $90 billion.

Foreign tourism has been a tailwind for the US in recent years as the cessation of pandemic-era restrictions sparked a resurgence of international travel. But many potential visitors are now rethinking their vacation plans amid increased hostility at the border, rising geopolitical frictions and global economic uncertainty.

One of them is Curtis Allen, a Canadian videographer who canceled an upcoming US vacation after President Donald Trump imposed punitive tariffs on his home country and suggested it should become the 51st US state. Allen and his partner have been on multiple camping trips to Oregon over the years, but this year, they will be traveling around British Columbia instead.

“We’re not just staying home,” said Allen, 34. “We’re going to go spend the same money somewhere else.”

Allen’s hesitance doesn’t stop there. He canceled his Netflix subscription and is actively avoiding American imports at the grocery store.

“Now it takes us double the time, because we’re looking at where the products came from,” he said.

International travelers spent a record $254 billion in the US last year, according to ITA figures. Coming into 2025, the outlook was positive: The ITA projected in early March that the US would welcome 77 million visitors this year, just shy of the 2019 record, before pushing to a new high in 2026.

But those estimates came out just before stories of harsh detentions at US airports, ensnaring travelers from countries like France and Germany, started making headlines. Canadians, meanwhile – the largest group of foreign tourists in the US – are choosing to stay put as Trump ramps up attacks on the country’s economy and sovereignty.

Almost $20 billion in retail spending from international tourists in the US may be at risk, according to a Bloomberg Intelligence analysis.

Early signs of a sharp pullback are already showing up. Airfares, hotel rates and car rental costs fell in March, according to a monthly Bureau of Labor Statistics report on consumer prices published April 10. Economists at Goldman Sachs and HSBC Holdings Plc said lower demand, including from foreign travelers, probably played a role.

Omair Sharif, president of Inflation Insights, noted the decline in hotel rates was driven by an almost 11% drop in the Northeast in particular, possibly a result of fewer Canadians traveling there.

More

US economy is set to lose billions as foreign tourists stay away

British Airways slash flight prices to US after anti-Trump backlash hits tourist numbers

14 April 2025

As official US data reveals a 17 per cent year-on-year slump in Europeans visiting the United States in March 2025, airlines are slashing summer prices to fill planes.

British Airways is selling return tickets from Copenhagen via London Heathrow to New York JFK in the peak holiday month of August for just £365 – less than half the cost of a London-New York flight alone.

The latest figures from the US International Trade Administration, which seeks to promote American tourism, show extraordinary declines from key European markets since Donald Trump was elected as president.

Immediately upon taking office, Mr Trump ordered much tougher controls on “all aliens seeking admission to the United States,” demanding they are “vetted and screened to the maximum degree possible” – raising fears among prospective visitors that they may be deported.

In addition, the president has expressed a wish to acquire both Canada and Greenland for the US.

Although data on Canadian arrivals is not yet published in the official figures, the effect on the Danish market appears clear. Greenland is an autonomous territory within the kingdom of Denmark. Arrivals from Denmark to the US were down around one-third year-on-year.

Some of the slump is attributable to the early Easter in 2024, which boosted numbers last year. The shutdown of Heathrow on 21 March will have had a marginal effect, causing some European travellers to cancel trips altogether after more than 700 outbound flights were axed.

But in a bid to fill its flight in summer, British Airways is selling return trips from many European cities via London Heathrow to New York JFK for less than £500. In all cases research by The Independent – from Copenhagen, Frankfurt, Milan, Rome and Paris – August fares are available for under £500, much less than for the nonstop flights from London to New York.

The Independent has invited British Airways to comment.

Four months ago the research group Tourism Economics, part of Oxford Economics, predicted a 9 per cent increase in visitors to the US in 2025. That is now expected to be a 9 per cent decline. The organisation says: “Trump’s policies and pronouncements have produced a negative sentiment shift toward the US among international travellers.

“The correlating decline in international travel to the US is expected to be strongest in 2025, with persisting degrees of impact throughout the remainder of Trump’s second term.”

Tourism Economics identified as key headwinds, “negative sentiment” and “border and immigration policies and uncertainty”. It predicts a decline of over 20 per cent in visitor numbers from Canada.

More

British Airways slash flight prices to US after anti-Trump backlash hits tourist numbers

Global Inflation/Stagflation/Recession Watch.

Given our Magic Money Tree central banksters and our spendthrift politicians, inflation now needs an entire section of its own.

Our overriding goal in restructuring our financial architecture should be that taxpayers never again have to save a failing financial institution.

Henry Paulson

Why stagflation now seems like America's "optimistic scenario"

April 15, 2025

“The post-World War II… world economic order” is finished, says Reshma Kapadia in Barron’s. On Wednesday 9 April, sweeping US import charges on most countries in the world came into effect, including tariffs of 20% on the EU and 104% in the case of China. As during the pandemic, ultra-efficient global supply chains are being disrupted, raising inflationary pressure. The latest tariffs, which Donald Trump unveiled on Wednesday 2 April in an event dubbed “Liberation Day”, take the average US tariff rate from 2.5% last year to 22% now, according to calculations by Fitch Ratings. That is the highest level since 1910.

Is the US headed for stagflation?

Investors have gone into tariff shock. The US S&P 500 dropped 12% in the four trading days following Trump's "Liberation Day" tariff announcement. Down 18% since Trump’s inauguration, American stocks sit on the cusp of a bear market. Germany’s Dax was off 9% since “Liberation Day”, with the FTSE 100 falling 8%, correct at the time of writing. Asia has been hit especially hard. Trading has been exceptionally volatile, with the Vix index – known as the stock market’s fear gauge – spiking to its highest level since the 2020 Covid crash.

“Wall Street blew it,” says James Surowiecki in The Atlantic. For months, US stock investors have been in denial that Trump was actually going to do what he said he was going to do. Trump’s beliefs about trade – “deficits are horrible, and tariffs are great” – have been “strikingly consistent” for almost 40 years. Markets have been guilty of “wilful blindness”.

The stock plunge heralds “a severe economic slowdown”, says The Economist. JPMorgan Chase’s analysts put the chances of a global recession this year at 60%. While the US has been hardest hit, the selloff across other major bourses has been almost as bad, suggesting that tariff pain will be widely felt.

The tariffs amount to a $600 billion tax hike on the cost of living that will hurt consumers, says Bill Dudley on Bloomberg. In the past, the Federal Reserve has ridden to the rescue of a weaker economy. Don’t expect a repeat this time. Annualised US inflation is likely to reach nearly 5% over the coming months, reducing the space for interest-rate cuts. “All told, stagflation is the optimistic scenario. More likely, the US will end up in a full-blown recession.”

The S&P is on the verge of its 13th bear market – defined as a 20% fall from the peak – since 1950, says Russ Mould of AJ Bell. The average post-war bear market lasted 381 days and knocked a third off stock valuations. “The bigger the prior bull-market gain, the bigger the post-party hangover” tends to be – not reassuring, given how overheated US markets became in 2024. Eventually, stocks sell off so much that they become a good deal, but the US market has a long way to fall before that becomes the case. On 19 times forward 2025 earnings, valuations are “still not cheap” by historic standards. And remember that those valuations bake in forecasts of strong corporate profit growth this year – forecasts that are likely to be cut as the trade war bites into the bottom line.

Why stagflation now seems like America's "optimistic scenario"

Trump’s Tariffs Are as Bad as Bidenomics

Both models of state-directed capitalism misallocate resources and make the nation poorer.

April 14, 2025 4:35 pm ET

Not since Herbert Hoover signed the Smoot-Hawley Tariff has a president chosen to disregard a larger body of informed opinion than President Trump did when he instituted his protectionist trade policy. Based on a series of verifiably false grievances—wages haven’t grown in 50 years, manufacturing has been hollowed out by imports, countries with trade surpluses are “ripping us off”—Mr. Trump used constitutionally questionable powers to abrogate congressionally approved trade agreements and undermine the world’s trading system. Markets convulsed in anticipation of the massive wealth annihilation that would accompany the shredding of global supply chains and a transition to a more protectionist world. The continuation of current trade policies will likely produce a worldwide recession, and even if Mr. Trump’s policies succeed in bringing back manufacturing jobs, the U.S. economy will be less efficient, economic growth will be stunted, and most Americans will be worse off.

The logic of the Trump protectionist policy is that a nation can become richer by producing at home products that it could buy more cheaply abroad. Not only does this defy reason, but the administration has presented no evidence showing how the U.S. or any other nation has benefited economically from broad-based protectionist policies.

Certainly there is no evidence that the protectionism of the first Trump administration benefited U.S. industrial production, which rose in 2017 and 2018 in response to deregulation and tax cuts, then fell by 2% under protectionist policies in 2019. Economic growth, which reached a 13-year high in 2018, slumped in 2019 under Mr. Trump’s protectionist policies, and employment in manufacturing as a percentage of total employment continued to fall on a secular basis, as it had before Mr. Trump’s tariffs.

More, subscription required

Trump’s Tariffs Are as Bad as Bidenomics - WSJ

Covid-19 Corner

This section will continue only occasionally when something of interest occurs.


Technology Update.

With events happening fast in the development of solar power and graphene, among other things, I’ve added this section. Updates as they get reported.

Space solar startup preps laser-beamed power demo for 2026

By Abhimanyu Ghoshal  April 13, 2025

Space solar power, or what I like to call Starlink for electricity, is at once a ludicrous idea and a bit of a pipe dream. None of that is stopping Baiju Bhatt from giving it a go.

The billionaire co-founder of financial services app Robinhood has a new startup called Aetherflux focused purely on beaming solar power from satellites to receivers on Earth. Having announced it last year, Bhatt has now raised US$50 million in Series A funding from a clutch of Silicon Valley investors, and aims to launch a test next year.

We've heard about other efforts to deliver solar energy to Earth in the last couple of years. In 2022, China built a 246-ft (75-m)-tall 'ground verification system' to enable research into processes involved in receiving wirelessly transmitted solar power. In January of this year, it revealed a plan to build a solar power station in space measuring 0.6 miles wide (1 km).

The European Space Agency is also on the case, as is a UK-based startup in collaboration with Iceland. And in 2023, the California Institute of Technology, aka Caltech, successfully demonstrated a system to collect and beam a small amount of power from a satellite to a ground receiver using microwaves.

However, it plans to do things a bit differently: "We’re building a constellation of small satellites in Low Earth Orbit, working together to transmit power to many small ground stations. Instead of transmitting power through microwaves, we’ll use infrared lasers, allowing for higher power output and smaller footprints on Earth."

Bhatt told TechCrunch that the company will create portable 'ground stations' about 5-10 m (16-32 ft) in diameter to help bring electricity to locations around the world.

Aetherflux's angle is to harness the Sun's energy and beam it to remote islands, areas struck by natural disasters, and to US military forces in active operations around the world. The company heavily emphasizes that last bit in its spiel, and has secured approval for its program to be supported this financial year by the US Department of Defense's Operational Energy Capability Improvement Fund (OECIF).

No matter how you slice it, space solar is difficult. Our own David Szondy goes into some detail about how it works and why that's the case in this piece.

Science YouTuber Sabine Hossenfelder is skeptical about the tech because of major challenges like the satellites facing potentially damaging temperature fluctuations in Earth’s shadow a few times a year, and the need for ultra-precise beam synchronization on intricately assembled power transmitters.

Nevertheless, Aetherflux is gearing up to use a satellite bus – a satellite's core system that supports key functions including propulsion and communication – from Los Angeles-based spacecraft platform provider Apex Space.

With a total of $60 million in funding and the US Military's blessing, the company aims to launch a demonstration in Low Earth Orbit sometime in 2026.

Aetherflux: Space solar startup aims for 2026 laser power demo

Next, the world global debt clock. Nations debts to GDP compared.

World Debt Clocks (usdebtclock.org)

Every global concern - economic, environmental or security-related - can be addressed more effectively when the U.S. and China work together.

Henry Paulson

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