프랑스 핵 발전 용량의 6%인 4GW가 계통에서 탈락. 센강·론강 수온이 방류 기준 초과, RTE는 이미 공급 부족 경보 발령 중
인프라
Grids, undersea cables, megaprojects and the corridors that move trade.
현황
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.
추적 중
전력망
PJM2 worsening미국 최대 전력망이 공급 부족에 근접하자 DOE, PJM의 데이터센터 제한 허가 ERCOT2 activeTexas regulator approves ERCOT 'Batch Zero', rationing grid access for data centers EU grid3 active폭염으로 냉각 하천 수온이 법적 한도 초과하자 EDF, 노장·뷔제 원전 가동 중단 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
해저 케이블
대형 프로젝트
Belt and Road (China)2 active카자흐스탄, EU와 100억 유로 이상 계약 체결, 에어아스타나 73억 달러 에어버스 주문이 핵심 Global Gateway (EU)1 activeGlobal Gateway hits its €300bn target, resets to €400bn, and stops adding flagships PGI (G7/US)1 transitionG7의 BRI 대항 전략 침묵, PGII는 트럼프 2026년 예산에서 제외된 채 로비토는 전진 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-result중간 회랑 물동량 감소, 카스피해 횡단 노선이 용량 한계에 도달 High-speed rail1 worseningCalifornia drops its $4bn fight with Trump, takes high-speed rail private NEOM / The Line1 worsening네옴, '더 라인' 2030년 이후까지 중단, 계약 해지 비용 160억 달러 달해
통신과 주파수
최신
기록적인 유럽 6월 폭염 사흘째에 원전 출력 제한, 에펠탑 조기 폐장, 전력망 경고까지 이어져
contested-result 미국, 우주 교통 규칙 혼선: FAA 후퇴, FCC의 5년 이내 탈궤도 의무 지속
상무부, 우주 상황 인식 확대; 능동 잔해 제거 시장과 보험 상품 태동
active 유럽 오메가 열파 5일째, 스페인 사망자 212명
목요일 프랑스 4분의 3이 적색 경보 발령, 영국은 6월 최고 기온 35.7도 기록, 3억 8천만 유럽인이 30도 이상 폭염에 노출
증가하는 충돌 회피 기동, 10년 비용 258억~423억 달러, 연쇄 반응 방지를 위한 95% 폐기 준수율 필요
contested-result 중간 회랑 물동량 감소, 카스피해 횡단 노선이 용량 한계에 도달
카스피해 횡단 화물이 2025년 412만 톤으로 감소한 가운데, 카자흐스탄은 병목 해소를 위해 세계은행으로부터 8억 4600만 달러 보증을 확보
글로벌 인프라 투자 파트너십이 예산 항목을 잃는 가운데 행정부는 살아남은 프로젝트를 반중국 광물 전략으로 재정의
disrupted PEACE 해저 케이블 홍해에서 절단, 수리선 부족으로 복구까지 수개월
이집트 자파라나에서 약 1,450km 지점 절단으로 아시아-유럽-아프리카 트래픽 영향, 전 세계적인 케이블 수리선 부족이 수리를 지연시키고 경로를 우회
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
규모 7.2와 7.5 두 차례의 지진이 수크레주를 강타; PAGER 적색 경보, 사망자 1,000명 초과 확률 87%
pending-decision 카니 총리, 매켄지 밸리 고속도로를 첫 '국가 이익' 프로젝트로 지정
캐나다 건설법의 첫 패스트트랙 지정이 북극 주권과 원주민 동의를 충돌시키다
비전 2030의 상징 프로젝트가 인구 목표를 10만 명으로 축소하고 건설 비용을 웃도는 계약 해지 비용에 직면, 리야드가 메가프로젝트를 전면 재조정
일본 기상청, 구지항 최대 80cm 파고 관측. 아오모리서 건물 232채 피해, 부상 10명, 신칸센 운행 중단
5월 18일 비상 명령으로 운영자가 순환 정전 이전에 대형 부하를 차단할 수 있게 됐다. PJM은 2026년 여름의 신뢰성 여유가 매우 부족하다고 경고
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