Thursday, November 13, 2025

BIG Exclusives

Removing Angola’s fuel subsidy – necessary reform or playing with fire?

Key takeaways Angola spends more on fuel subsidies than on health or education, with $3.8 billion in 2022 alone. The government has compressed IMF’s six-year plan into just two years, heightening social and political risks. Despite being Africa’s second-largest oil producer, Angola imports 70% of its fuel consumption due to weak refining capacity. Fuel subsidy removal is tied to Angola’s refining expansion plans – new refineries must operate profitably without state support. Angola’s shrinking...

Intelligent machines are taking over the modern battlefield

The world is starting to recognize the tremendous impact that drones and robots are having on the modern battlefield. Whether they fly, walk, wheel, or float, they are quickly becoming a necessity in warfare of today and tomorrow. Science-fiction films have shown us what is possible to imagine, and once imagined, humans have the extraordinary ability to create and make it real. It is no different in the field of war. Numbers matter when it comes...

Chipping away – stakes are high as U.S. strives to short-circuit China’s semiconductor dominance

When you doomscroll on your phone, use the washing machine, fly in an airplane, activate the anti-lock brakes in your car, switch on the air-conditioner or watch television – you are using semiconductors. So, what the heck is a semiconductor? It is the material used as building blocks to create the chips that act as the “brains” inside almost all of our modern devices and electronics across consumer, military, and industrial sectors. These elements can...

The truth about AI – unwrapping the black box dilemma

In 2019, a major healthcare system implemented an AI tool to help doctors identify patients at risk of sepsis – a condition that kills more than 250,000 Americans annually. The system analyzed patient data and flagged high-risk cases with impressive accuracy during testing. But when doctors tried to understand why the AI made specific recommendations, they hit a wall. The system could not explain its reasoning. It could not tell doctors which factors led...

From guano to green revolution – how the Haber-Bosch process fueled urbanization and transformed global agriculture

History shows that urbanization throughout the western world has been largely fuelled by increases in agricultural productivity, and that the enabling commodities are hydrocarbons. The discovery of how to unlock geological energy beneath our feet has given rise to the mechanization of farm labour and the scalable production of synthetic nitrogen fertilizers. Unfortunately, urbanization has also created historic levels of agricultural naivety. With increasing productivity, fewer people are required to produce food for society. As a...

The truth about artificial intelligence – examining the hallucination problem

The hallucination problem: when AI makes things up Right now, as you process this sentence, your brain is performing thousands of micro-decisions that you're not even conscious of. You're contextualizing the phrase "hallucination problem" within your existing knowledge of AI, inferring that this isn't about psychiatric symptoms, and automatically adjusting your reading speed based on your assessment of the content's complexity. Meanwhile, you're simultaneously monitoring your environment—the sound of traffic outside, the temperature of your...

Energy trajectories of China and India: the tiger’s path is about coal, solar, and energy security

Key takeaways India’s energy demand is poised to soar, but duplicating China’s path could mean quadrupling coal use to 6 billion tonnes/year. Despite big gains in solar and wind capacity, low-capacity factors mean coal still delivers 70%+ of electricity consumed. India’s energy strategy is shaped by security and cost, not just climate goals, making coal more resilient in its energy mix than gas. If India consumed energy at China's per-capita level, its oil...

The truth about AI — why artificial intelligence cannot really ‘understand’ context

Right now, as you read this sentence, your brain is performing a feat so sophisticated that it makes quantum computing look simple. You are not just recognizing words; you are understanding that this is the beginning of an article about AI, inferring the author's intent, contextualizing it within your existing knowledge about technology, and simultaneously processing countless environmental cues about where you are, what you are doing, and what matters most in this moment. This...

Energy trajectories of China and India: growth, consumption, and the hydrocarbon foundation

Key takeaways China’s per capita GDP is five times that of India, and its per-capita energy use is four times higher than India’s. India’s population surpassed China’s in 2021, but its energy use per person remains far lower. Both countries still rely heavily on coal, which makes up 54% of China’s and 57% of India’s total energy mix. Despite impressive clean energy capacity gains, coal use has grown in absolute terms for both...

The truth about artificial intelligence – from fundamentals to future

Training data bias — the hidden puppet master When you ask AI to recommend a stock, screen job applicants, or provide business strategy, you are relying on a mathematical engine whose every output is shaped by an unseen foundation: its training data. Behind the efficiency and power of every AI output, there is a silent influence shaping each decision — training data bias. This "hidden puppet master" is not a quirk; it is a structural...