The Frontier - Weekly Recap | The 49-Gigawatt Deficit | June 21, 2026

The Frontier — Weekly Recap. The week's intelligence for the owners of the long horizon: the 49-gigawatt deficit and what it means to own both sides of the AI trade, plus this week's newsroom from Antoine Tigneres, Nicolás Bohórquez and Dan Agbo, and the Insider on Al-Rumayyan's European ultimatum. Read the full issue of The Long Horizon: https://www.universalassetowners.com/magazine/the-long-horizon-weekly-issue-03/ Universal Asset Owners — capital at the scale of the world. Not investment advice.