Brent Oil Rises Above $100 Again in Markets ✨
Brent oil officially rose above the $100 per barrel level again, increasing by approximately 42% in just 20 days.
🔹 Current level around $100.74, intraday increase approximately 7.1%
🔹 20-day increase approximately 42%
🔹 WTI around $91.40, increase approximately 5.3%
🔹 Triggering factors: US-Iran tensions and slowdown in tanker traffic in the Strait of Hormuz
🔹 Additional pressure: Houthi-related tanker attacks in the Red Sea and increased risk in the Bab el-Mandeb pipeline
The Strait of Hormuz carries approximately 20% of global oil flow and has been effectively restricted in recent weeks. The Red Sea pipeline carries approximately 7% of global flow, and attacks on this pipeline have created concerns about a second bottleneck.
According to Goldman Sachs' scenario analysis, if the Hormuz restrictions continue, Brent crude could fall to the $110-$120 range. In a more optimistic scenario, if flows recover, prices are expected to fall to around $80 by the end of summer.
On the market side, oil stocks found support from the rise, while broader indices remained under pressure. S&P 500 futures fell by approximately 1.1%. In Europe, strategic reserves are expected to be used more sparingly this time, and OECD stocks being below the five-year average is reducing the buffer.
In summary, the $100 threshold is once again emerging as a psychological and technical benchmark, and the upward risk premium is maintained as long as supply disruptions continue.
$XBRUSD $XTIUSD $CL
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Google Increases Spending on AI, and a New Era Begins for Miners ✨
Alphabet has raised its 2026 investment forecast to between $195 and $205 billion and expanded its use of third-party computing infrastructure. This is interpreted as a strong signal that the demand for AI computing continues to accelerate.
🔹 Investment forecast increased to between $195 and $205 billion, an increase of approximately $15 billion compared to the previous forecast
🔹 Expanding use of third-party computing, highlighting the need for additional capacity
🔹 Continued demand for data center and cloud infrastructure
🔹 Transition to AI hosting model on the agenda for Bitcoin miners
From a market perspective, this development is interpreted in two ways. On one hand, a positive picture emerges for data center and cloud infrastructure. On the other hand, the profitability calculation for miners is changing. The return from traditional mining is being compared to the return that will be obtained from AI workloads.
AI and digital infrastructure are becoming increasingly interconnected. Facilities with high-performance energy infrastructure, cooling, and network connectivity can be used for both mining and AI workloads. Therefore, some mining companies are considering shifting a portion of their capacity to AI hosting.
The advantages and risks of this pivot are highlighted:
🔹 Advantage: Energy contracts, ready-made sites, and cooling infrastructure can yield higher returns from AI demand.
🔹 Advantage: Long-term contracts increase revenue predictability.
🔹 Risk: Customer demand and technical requirements for AI differ from mining, requiring higher investment.
🔹 Risk: If mining remains the main business, dependence on the market cycle continues.
In summary, the increase on the Alphabet side shows that the AI infrastructure cycle continues. Bitcoin miners with strong energy and infrastructure management can gain a competitive advantage in AI. However, instead of a complete shift to the main business, a hybrid model – mining plus AI hosting – is considered more likely.
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