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According to estimates from CSC Financial, by 2028, North American AI-driven electricity demand will exceed 70 GW. Taking into account stable gas turbine demand of around 60 GW in other sectors, while global gas turbine supply is expected to be about 90 GW at that time, there will be a significant shortfall. As a result, production schedules for the gas turbine industry chain are expected to extend beyond 2030, and price increases are inevitable. Spillover demand, such as from aviation and maritime fuel conversions, also requires close attention.

Glonghui, April 12 — The latest news shows that, driven by U.S. government officials, major Wall Street banks are preparing to internally test Anthropic's newly launched Mythos model for detecting system vulnerabilities. Earlier this week, Anthropic announced on its official website the launch of the "Glasswing" project: leveraging the company’s newly trained advanced model, "Claude Mythos Preview", to provide technical support for the security of critical software infrastructure. According to the statement, Mythos Preview has already identified thousands of high-risk vulnerabilities, covering almost all mainstream operating systems and web browsers. The reason for launching the "Glasswing" project is the company's belief that it has the potential to reshape the cybersecurity landscape. The statement mentioned that Amazon, Apple, Broadcom, Cisco, Google, Microsoft, Nvidia and other companies have already begun testing, and Anthropic has provided $100 million in usage credits for this. Among banks, only JPMorgan is participating. The latest updates indicate that, in addition to JPMorgan, other major financial institutions have also obtained permission to use the model within the next few days. According to sources familiar with the matter, Goldman Sachs, Citi, Bank of America, Morgan Stanley and others are already conducting internal technical tests.

The Minister for Agriculture revealed on Sunday that about 60% of Australia's urea must be transported through the Strait of Hormuz. Urea is a major nitrogen fertilizer used to increase crop yields, and although this crucial shipping route remains restricted even after the US-Iran ceasefire agreement took effect on April 8. The Minister for Agriculture stated that Australia currently has sufficient reserves and supplies "en route", adding that the government is working with the industry to ensure long-term stability of supply.