Trump Era 2025-2029 : Stock and Economic Comment

[Sdajii]

We are probably 15-30years off fusion.
Robots and AI probably the biggest war between countries positioning to get first mover advantage.

The way manufacturing is done will change dramatically. Everyone here still thinking in the past.

Funny that. 30 years ago we were only 15-30 years off cold fusion. Now we're only 15-30 years off cold fusion. I'm willing to bet that in 30 years we'll only be 15-30 years off cold fusion.

Incidentally, we achieved fusion over 50 years ago. You're talking about cold, controlled fusion.

 

[moXJO]

Funny that. 30 years ago we were only 15-30 years off cold fusion. Now we're only 15-30 years off cold fusion. I'm willing to bet that in 30 years we'll only be 15-30 years off cold fusion.

Incidentally, we achieved fusion over 50 years ago. You're talking about cold, controlled fusion.

Net energy gain (at least experimentally) has been achieved.

You would expect grid roll-out at about 2060.

I think things might start speeding up with AI.

 

[DannyB0000]

As for media being BS it depends on what your political beliefs are, left or right. Murdoch owned media like Sky news and the Australian are bias to the right and think Trump is simply the best. The age and the ABC are left wing and say otherwise. I read most Australian's don't like Trump or LNP would have won easy in the last FED election. I am centre wing with my political beliefs.

I wish there was media that offered unbias coverage of the news

 

[qldfrog]

Net energy gain (at least experimentally) has been achieved.

You would expect grid roll-out at about 2060.

I think things might start speeding up with AI.

AI will not wait and so will only be developed in energy rich countries, not cesspools backwater ones drooling of net zero.
So US and China, India and maybe Russia/Saudis

 

[moXJO]

AI will not wait and so will only be developed in energy rich countries, not cesspools backwater ones drooling of net zero.
So US and China, India and maybe Russia/Saudis

I know Saudis are importing 10s of thousands of nvidia chips and building AI cities/data centres.

Its all energy intensive, cooling is also a massive thing. Either they speed up energy tech to be able to keep up, or they fall behind and lose all advantage.

China seems to be looking ahead and making the right moves. Western countries need to focus on long term.

 

[Antirnator]

As for media being BS it depends on what your political beliefs are, left or right. Murdoch owned media like Sky news and the Australian are bias to the right and think Trump is simply the best. The age and the ABC are left wing and say otherwise. I read most Australian's don't like Trump or LNP would have won easy in the last FED election. I am centre wing with my political beliefs.

I wish there was media that offered unbias coverage of the news

It takes a lot of effort to research, and the clickbait media rely on this fact to keep people watching their cheap political opinions. There is no depth to their coverage because they cannot afford real journalism. The integrity levels are extremely low atm because everyone has to get in first. They rehash the same easy stories over and over again. Keeping the rage and fear going is changing people's brains.

 

[Antirnator]

I know Saudis are importing 10s of thousands of nvidia chips and building AI cities/data centres.

Its all energy intensive, cooling is also a massive thing. Either they speed up energy tech to be able to keep up, or they fall behind and lose all advantage.

Are they going nuclear like the UAE?

 

[Knobby22]

It takes a lot of effort to research, and the clickbait media rely on this fact to keep people watching their cheap political opinions. There is no depth to their coverage because they cannot afford real journalism. The integrity levels are extremely low atm because everyone has to get in first. They rehash the same easy stories over and over again. Keeping the rage and fear going is changing people's brains.

So true about the rage. You see some people here all whipped up about nothing.
The Age/SMH provides high quality independent journalism but I understand most people would not want to pay for it.

 

[moXJO]

Are they going nuclear like the UAE?

UAE is planning on up to 16 reactors.
I wonder if the play will be stocks centred round reactors (disposal, fuel, etc) or energy?

China about 150 new reactors between 2020-2035.

 

[moXJO]

Trump talked of quadrupling capacity by 2050. Also investing into the tech.
A lot of the breeder reactors coming on line.

Seems the realisation that majority of green tech projects were an "investor ripping off taxpayers" scam is being realised. Well except in Australia.

 

[Garpal Gumnut]

UAE is planning on up to 16 reactors.
I wonder if the play will be stocks centred round reactors (disposal, fuel, etc) or energy?

China about 150 new reactors between 2020-2035.

It has taken over 50 years for the "Green" nonsense to be demolished and to go Nuclear. I remember as a schoolboy going to Science Expos where Nuclear was the next big thing. Then flaky politicians and a few preventable accidents put it all on the back burner.

Peacetime nuclear, as Mr. Trump recognises is the cost efficient way to go. Execute anyone who crimps on safety. Forbid chocolate soldiers like Putin and Ali Khamenei to have nuclear. Get Mossad to oversee security. Simples.

gg

 

[TimeISmoney]

All those businesses living off NGOs and Taxpayer money, that produce nothing, dying is a good thing. Drain the swamp.

Don't look like it to me.

 

[TimeISmoney]

I know Saudis are importing 10s of thousands of nvidia chips and building AI cities/data centres.

Its all energy intensive, cooling is also a massive thing. Either they speed up energy tech to be able to keep up, or they fall behind and lose all advantage.

China seems to be looking ahead and making the right moves. Western countries need to focus on long term.

We'll run out of water before long.

​

Calls for guidelines after Greater Western Water documents reveal potential data centre water usage​

​

Documents show Greater Western Water is assessing 19 data centre applications requesting to use a total of nearly 20 gigalitres of water a year.

The proposed usage, which is the same amount 330,000 Melburnians used in the 2024 financial year, has prompted calls for mandatory water efficiency standards for data centres.

 

[Dona Ferentes]

We'll run out of water before long.

​

Calls for guidelines after Greater Western Water documents reveal potential data centre water usage​

​

Documents show Greater Western Water is assessing 19 data centre applications requesting to use a total of nearly 20 gigalitres of water a year.

The proposed usage, which is the same amount 330,000 Melburnians used in the 2024 financial year, has prompted calls for mandatory water efficiency standards for data centres.

they want data centres in the inner suburbs so it sounds perfect for collocation of solar and wind . No transmission lines. Simples

 

[moXJO]

We'll run out of water before long.

​

Calls for guidelines after Greater Western Water documents reveal potential data centre water usage​

​

Documents show Greater Western Water is assessing 19 data centre applications requesting to use a total of nearly 20 gigalitres of water a year.

The proposed usage, which is the same amount 330,000 Melburnians used in the 2024 financial year, has prompted calls for mandatory water efficiency standards for data centres.

There's a company (possibly Australian) i think was in the cooling game. Just remember seeing a snippet somewhere

 

[qldfrog]

they want data centres in the inner suburbs so it sounds perfect for collocation of solar and wind . No transmission lines. Simples

All these wind farms in green voting suburbs, i can not wait....

 

[Smurf1976]

We'll run out of water before long.

A problem that's very possible to occur in practice, but entirely solvable if we really want to.

There's no magic involved, just proper measurement and engineering. Noting there are quite a few options available to increase water supply to Melbourne at low to moderate cost.

That said, data transmission is cheap compared to moving water or even energy. That being so, the location of data centres rationally ought take that into account. They're a bit like farming, natural resources are a consideration in where it's logical to build them. Not absolutely critical, since water can be moved, but that costs money.

 

[TimeISmoney]

Here comes the inflation, I guess Trump can forget his rate cuts then.




The annual inflation rate in the US accelerated for the second consecutive month to 2.7% in June 2025, the highest level since February, up from 2.4% in May and in line with expectations. Prices rose more for food (3% vs 2.9% in May), transportation services (3.4% vs 2.8%) and used cars and trucks (2.8% vs 1.8%). Also, energy cost declined much less (-0.8% vs -3.5%). Prices for gasoline (-8.3% vs -12%) and fuel oil (-4.7% vs -8.6%) continued to decrease while the rise for natural gas prices remained elevated (14.2% vs 15.3%). Meanwhile, inflation fell slightly for shelter (3.8% vs 3.9%) and new vehicles (0.2% vs 0.4%). On a monthly basis, the CPI rose 0.3%, marking the largest increase in five months, and up from 0.1% in May, but matching expectations. Annual core inflation went up to 2.9% from 2.8%, but below forecasts of 3%. Monthly core CPI also rose less than anticipated by 0.2%, compared to forecasts of 0.3% and 0.1% in May. source: U.S. Bureau of Labor Statistics

 

[rederob]

Here comes the inflation, I guess Trump can forget his rate cuts then.



View attachment 203905
The annual inflation rate in the US accelerated for the second consecutive month to 2.7% in June 2025, the highest level since February, up from 2.4% in May and in line with expectations. Prices rose more for food (3% vs 2.9% in May), transportation services (3.4% vs 2.8%) and used cars and trucks (2.8% vs 1.8%). Also, energy cost declined much less (-0.8% vs -3.5%). Prices for gasoline (-8.3% vs -12%) and fuel oil (-4.7% vs -8.6%) continued to decrease while the rise for natural gas prices remained elevated (14.2% vs 15.3%). Meanwhile, inflation fell slightly for shelter (3.8% vs 3.9%) and new vehicles (0.2% vs 0.4%). On a monthly basis, the CPI rose 0.3%, marking the largest increase in five months, and up from 0.1% in May, but matching expectations. Annual core inflation went up to 2.9% from 2.8%, but below forecasts of 3%. Monthly core CPI also rose less than anticipated by 0.2%, compared to forecasts of 0.3% and 0.1% in May. source: U.S. Bureau of Labor Statistics

What is asounding about America's inflation rate is that it has little to nothing to do with the tariff rates that Trump is setting for America's importers of goods, or metals such as copper. The increased purchase costs of these goods, due to Trump's tariffs, will initially be buffered by previously warehoused stock, meaning the real pain to American consumers is still months away.

 

[moXJO]

Here comes the inflation, I guess Trump can forget his rate cuts then.



View attachment 203905
The annual inflation rate in the US accelerated for the second consecutive month to 2.7% in June 2025, the highest level since February, up from 2.4% in May and in line with expectations. Prices rose more for food (3% vs 2.9% in May), transportation services (3.4% vs 2.8%) and used cars and trucks (2.8% vs 1.8%). Also, energy cost declined much less (-0.8% vs -3.5%). Prices for gasoline (-8.3% vs -12%) and fuel oil (-4.7% vs -8.6%) continued to decrease while the rise for natural gas prices remained elevated (14.2% vs 15.3%). Meanwhile, inflation fell slightly for shelter (3.8% vs 3.9%) and new vehicles (0.2% vs 0.4%). On a monthly basis, the CPI rose 0.3%, marking the largest increase in five months, and up from 0.1% in May, but matching expectations. Annual core inflation went up to 2.9% from 2.8%, but below forecasts of 3%. Monthly core CPI also rose less than anticipated by 0.2%, compared to forecasts of 0.3% and 0.1% in May. source: U.S. Bureau of Labor Statistics

Woot!
Everything gets a run.