The Drill is your go-to series for insights on geopolitics, oil, and other commodities, providing valuable analysis of the geopolitical drivers of asset prices, as well as outlooks for industrial metals, energy, and more. In this edition, Mikkel Rosenvold and Oskar Vårdal reveal how the Trump administration is disrupting the rules of the tech war, uniting government and business to outpace China (and the rest of the world) in a new space race for AI dominance. Written on February 18, 2025.
