フランス原子力容量の6%に相当する4GWが系統から脱落。セーヌ川とローヌ川の温度が排水基準を超え、系統運用者RTEはすでにひっ迫警報を発令していた
インフラ
Grids, undersea cables, megaprojects and the corridors that move trade.
現状
A Mediterranean cable cut blacked out Syria's internet for 48 hours before engineers rerouted via Cyprus and Turkey and spliced the fibre, a single 1997-vintage cable exposing how thin national redundancy is. The same fragility shows up in power: data-center load is straining the largest US grid. The seabed and the grid are the quiet single points of failure. Watch cable-repair capacity and grid build-out.
追跡中
送電網
PJM2 worsening米国最大の電力グリッドが不足に近づく中、DOEがPJMにデータセンターの制限を許可 ERCOT2 activeTexas regulator approves ERCOT 'Batch Zero', rationing grid access for data centers EU grid3 active熱波で冷却用河川が法定上限を超え、EDFがノジャンとビュジェの原子炉を停止 India grid1 worseningIndia's grid hits a record 270.8GW peak as a May heatwave forces coal to its limits China grid1 activeChina plans 15 new ultra-high-voltage lines to 2030 as power demand passes 10,000TWh
海底ケーブル
巨大プロジェクト
Belt and Road (China)2 activeカザフスタン、EU主導の100億ユーロ超の契約に署名、エア・アスタナへの73億ドルのエアバス発注が目玉 Global Gateway (EU)1 activeGlobal Gateway hits its €300bn target, resets to €400bn, and stops adding flagships PGI (G7/US)1 transitionG7のBRI対抗策が沈黙、PGIIはトランプの2026年予算から消えロビト計画は前進 India-Mideast-Europe Corridor1 stalemateIMEC stays on paper in 2026, no funding, no timeline, a ~$5bn gap to Haifa Lobito Corridor1 activeLobito Corridor reaches the bidding phase as $4bn-plus is committed against a $5bn build Middle Corridor (Trans-Caspian)1 contested-result中間回廊の輸送量が減少、カスピ海横断ルートが能力上限に到達 High-speed rail1 worseningCalifornia drops its $4bn fight with Trump, takes high-speed rail private NEOM / The Line1 worseningNEOMがザ・ラインを2030年以降まで停止、契約解除費用は160億ドルに
通信と周波数
最新
worsening フランスで熱波による死者50人、英国では6月の観測史上最高気温36.4度を記録
欧州で観測史上最悪の6月熱波3日目、フランスの原子炉が出力を抑制、エッフェル塔が早期閉館、送電網に警戒警報
contested-result 米国、宇宙交通ルールで分断。FAA案撤回、FCCの5年デオービット義務は継続
商務省が宇宙状況認識を拡充。能動的デブリ除去市場と関連保険が萌芽期を迎える
active 欧州オメガ熱波が5日目に突入、スペインで212人死亡
木曜日にフランスの4分の3が赤色警戒下に。英国は6月の観測史上最高気温35.7度を記録し、3億8000万人のヨーロッパ人が30度超の猛暑にさらされる
増加する回避機動、250億から420億ドルの10年コスト、カスケードを防ぐための95%廃棄順守率
contested-result 中間回廊の輸送量が減少、カスピ海横断ルートが能力上限に到達
カスピ海横断貨物は2025年に412万トンに落ち込んだが、カザフスタンはボトルネック解消に向け世界銀行から8億4600万ドルの保証を獲得
transition G7のBRI対抗策が沈黙、PGIIはトランプの2026年予算から消えロビト計画は前進
グローバルインフラ投資パートナーシップが予算の項目を失う一方、政権は生き残ったプロジェクトを中国対抗の鉱物戦略として再定義
disrupted PEACEケーブルが紅海で切断、修復船不足により復旧は数カ月先
エジプト・ザファラナから約1,450km地点での切断がアジア・ヨーロッパ・アフリカ間の通信に影響、世界的な修復船不足が復旧を遅らせ経路を迂回
Champlain Hudson energises and Cimarron Link and Southern Spirit progress, but planners say new lines still lag load growth and renewables
CAISO and other ISOs throw away record solar and wind and hit deepening negative prices, with bottlenecks, not oversupply, the culprit
スクレ州でM7.2とM7.5が立て続けに発生。USGSのPAGERレッドアラートは死者数が1000人を超える確率を87%と推定
pending-decision カーニー首相、マッケンジー・バレー・ハイウェイを初の「国家的利益」プロジェクトに指定へ
カナダ建設法による初の優先指定が、北極圏の主権と先住民の同意をめぐる対立を生む
worsening NEOMがザ・ラインを2030年以降まで停止、契約解除費用は160億ドルに
ビジョン2030の象徴が人口目標を10万人に引き下げ、建設費を上回るキャンセル費用に直面、リヤドがメガプロジェクトを再設定
気象庁が久慈港で最大80cm、宮古で40cmの津波を記録。青森で建物232棟被害、10人負傷、新幹線も一時運休
5月18日の緊急命令により、停電前に大口負荷を削減する権限を運用者に付与。PJMは2026年夏の信頼性余裕が薄いと警告
The first auction since the agency's authority lapsed clears 2GHz-band licences; up to 180MHz of upper C-band for 5G/6G is now teed up for 2027
A five-day T-Mobile Fiber outage in the US Southeast and brief but global backbone disruptions at Arelion, Comcast and AT&T mark a noisy month for the internet's core
Upgraded P160C boosters and an Amazon contract give Europe a working, if thin, sovereign launch base
Third-largest constellation, beta in five countries late 2026, but spectral priority demoted for slow build
The PUCT approved a new large-load process on 18 June; it allocates connections by transmission capacity and financing, not first-come-first-served
The Aletar subsea cable between Tartous and Alexandria was severed on June 15; Syria rerouted via Cyprus and Turkey before splicing it back
Wholesale power on the largest US grid nearly doubled year-over-year; states impose large-load tariffs while a foreign-influence subplot complicates the politics
AT&T targets 70% of wireless traffic on open-capable platforms by end-2026; live third-party radio calls and Vodafone's European rollout mark Open RAN's slow surge
Data-center load pushes the 2026 summer forecast past the 85.5GW record; ERCOT puts the odds of a June emergency at 0.09%
Related Digital breaks ground on three buildings on 250 acres; one of five new US sites pushing Stargate to ~7GW planned and >$400bn over three years
Shenzhou 23 takes over with China's first yearlong stay; a Pakistani astronaut due on Shenzhou 24
repaired ENTSO-E final report: Iberia's 2025 blackout was triggered by over-voltage, not solar share
Europe's worst outage in 20 years stemmed from voltage-control gaps and cascading disconnections, clearing renewables of the headline blame
Demand reached 270.82GW on 22 May; air-conditioning now adds 60-70GW to peak, and coal is run to its flexibility ceiling to cover evening ramps
Data-center revenue ~$72.8bn; Vera Rubin ramps to full production by fall; guidance assumes zero China data-center compute, and the stock still slid
Emboldened by its wartime shipping blockade, Tehran signals it could charge tech firms tolls, or disrupt traffic, on cables that feed the Gulf's AI boom
Nine EPC contractors visit the Angola-DRC-Zambia route; preferred bidders due by August, but Zambian-leg financing slips to late 2027
Hopes that the EU-India trade deal would revive the India-Mideast-Europe Corridor run into India-US friction and a Hormuz stress test
Record-setting crewed flyby flew in April; the moon landing now hinges on Starship and a grounded V3
EU starts Galileo Gen-2 launches; China consolidates BeiDou to 37 satellites and eyes global adoption
The Bay of Biscay link will double France-Spain capacity to 5GW; the EU Grids Package and the ENTSO-E blackout report frame interconnection as a security priority
pending-decision Eutelsat raises cash to fund OneWeb Gen-2 and Europe's IRIS² sovereign constellation
€960M equity raise, €2.3B for 440 OneWeb follow-ons, €10.6B IRIS² concession, but services slip to 2030
Jensen Huang says orders are in and manufacturing is 'restarting'; BIS revised the license policy, but as of mid-2026 only a small number of H200s have actually shipped
650+ direct-to-cell satellites, 16M reached, voice and data added, SpaceX rebrands DTC as 'Starlink Mobile'
The EU consolidates to 256 flagship projects for 2026 and chases a raised target, as MEPs press on where the money actually went
Amazon ~$200bn, Microsoft ~$190bn, Alphabet $175–185bn, Meta $125–145bn, a combined AI buildout larger than most national budgets, with component inflation now a line item
China's overseas corridor programme posts record deal value as it pivots from megaports to energy, critical minerals and 'small but smart' projects
The UHV programme aims to lift cross-provincial transfer capacity ~35% and move renewable power east, even as curtailment persists in the resource-rich west
After Washington's June compliance review found 'no viable path forward,' the state abandons its lawsuit and turns to private investors and cap-and-trade
Cable No. 3 broke ~2.64km off Dongyin in April 2026; Chunghwa Telecom switched 1,500 residents to microwave links as a court jailed a Chinese captain over an earlier cut
contested-result AI's $800bn 'circular financing' loop draws bubble and debt warnings
Nvidia invests in OpenAI; OpenAI commits to Oracle clouds; Oracle buys Nvidia chips, a self-referential money wheel as Oracle/Microsoft CDS spreads roughly double
Two Fairwater sites stitched by a dedicated AI wide-area network train one model in tandem, hundreds of thousands of Nvidia GB200/GB300 GPUs, 140kW racks, no UPS or gen-sets
Indiana's $11bn AWS megacampus runs ~500,000 Trainium2 chips for Anthropic; the partners now target up to 5GW, with Amazon guiding to ~$200bn capex in 2026
First 1GW of Instinct MI450 deploys 2H 2026; the Helios rack targets ~3 AI exaflops with 72 MI455X accelerators, AMD's bid to break Nvidia's data-center grip
The 1.2GW Texas campus runs on Oracle Cloud with first GB200 racks delivered; Crusoe's $1.38bn Series E funds the expansion as SoftBank completes its $41bn into OpenAI