EPISODE · Jul 22, 2026 · 11 MIN
🛢️ A barrel of oil walked into next week’s Fed meeting and apparently brought voting rights.
from GRO MONEY NEWS · host Teresa Grobecker
Brent is back near $94 to $95. The 10 year Treasury has reached 4.63%, the 30 year stands at 5.13%, and markets are assigning a material probability to another rate increase. June’s inflation relief depended heavily on falling energy prices, which means the oil rebound is attacking the strongest part of the disinflation argument.⚡ Meanwhile, AI has stopped speaking in abstractions. AMD will invest up to $5B in Anthropic, while Anthropic plans to deploy up to 2 gigawatts of AMD compute infrastructure. That is approximately 17.5 terawatt hours of annual electricity at continuous utilization before facility overhead.🏗️ Prologis has also submitted a £14B proposal for SEGRO. The real target is not merely warehouse rent. It is a European platform controlling industrial land, logistics infrastructure, development rights, customer relationships, and a growing data center pipeline.Today’s GRO Money News explains what the market is actually repricing, why 2 gigawatts of demand does not automatically make a specific data center financeable, how sovereign shareholders are influencing the Prologis and SEGRO negotiations, and why developers must replace generic land decks with a documented power to rent memorandum.🎧 Listen, share, and tag someone who still believes “near a transmission line” is the same thing as controlled power. It is not.Listen to GRO MONEY NEWSSubscribe to the newsletterTeresa Grobecker, MBA, CRPCCEO and Broker of RecordGrobecker Holland International, Inc.CA DRE 01908507 | Company CA DRE 01976696This content is provided for informational and educational purposes only and does not constitute financial, investment, legal, tax, or accounting advice. Nothing herein constitutes an offer to sell or solicitation to purchase any security. Views may change without notice, and Grobecker Holland International, its affiliates, and their principals may hold positions or maintain business relationships involving companies or assets discussed.
Embed this episode
NOW PLAYING
🛢️ A barrel of oil walked into next week’s Fed meeting and apparently brought voting rights.
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.