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Major LNG Players Skip Qatar Conference
Some of the liquefied natural gas industry’s biggest companies are skipping a key conference in Qatar due to fears that simmering US-Iran tensions could still erupt into a regional conflict. Several buyers from Japan — the world’s second largest LNG importer — are opting not to take part because of safety concerns. Tokyo Gas Co. decided not to attend, according to the company spokesperson on Monday. Osaka Gas Co. and Saibu Gas Holdings Co. made the same decision for similar reasons, company spokespeople said. US President Donald Trump said he anticipates talks with Iran in the coming days, while Iranian leader Masoud Pezeshkian ordered negotiations with Washington to begin “within the framework of the nuclear issue.” Washington has warned of possible military action if Tehran fails to reach an agreement to curb its nuclear program. The LNG 2026 gathering is scheduled to run through Feb. 5, with about 16,000 trade visitors and 4,000 conference delegates, according to the event’s website. Speakers include Global Chief Executive Officer and Chair of Jera Co. Yukio Kani, President of QatarEnergy Saad Bin Sherida Al-Kaabi and executives from oil majors like ExxonMobil Corp., Shell Plc and ConocoPhillips. Several European LNG importers, along with at least one supplier, will also skip the conference or have opted to send smaller delegations, according to people with knowledge of the matter. Commonwealth LNG, which is developing a US export project, canceled its reception during the conference and cut back on its delegates, the people said, who asked not to be named as they aren’t authorized to speak to the media. The company declined to comment. Venture Global Inc., a major US LNG supplier, will have a reduced presence at the conference “due to security concerns in the region and out of an abundance of caution,” it said in a statement. Japan’s biggest utility

Trump Eyes Iran Nuclear Deal
(Update) February 2, 2026, 10:23 PM GMT: Article updated. US President Donald Trump said he anticipated talks with Iran over a new nuclear deal in the coming days, building on a flurry of diplomatic activity aimed at averting war between the two countries. “We have ships heading to Iran right now, big ones, biggest and the best, and we have talks going on with Iran,” Trump told reporters Monday in the Oval Office. “If we can work something out that’d be great, and if we can’t, probably bad things would happen,” he continued. Iranian President Masoud Pezeshkian ordered the start of negotiations with Washington “within the framework of the nuclear issue,” Iran’s semi-official Fars news service reported Monday, citing a government source. Talks could include senior officials from both countries such as US envoy Steve Witkoff and Iranian Foreign Minister Abbas Araghchi, the Tasnim news service said, citing a source it didn’t identify. “We’re ready for diplomacy, but they must understand that diplomacy is not compatible with threats, intimidation or pressure,” Araghchi said on state TV. “We will remain steadfast on this path and hope to see its results soon.” Multiple countries in the Middle East have been acting as intermediaries between Tehran and Washington, according to Esmail Baghaei, a spokesman for Iran’s foreign ministry. No time or location for an initial meeting has been set, Tasnim said, while details of what would be discussed remain unclear, such as whether the US would push for the Islamic Republic to end uranium enrichment. Iran’s priority in new talks will be sanctions relief and Tehran is “realistic” in its approach, Baghaei said. The developments underline the international effort to ease Middle East tensions as Trump threatens Iran with military action if it doesn’t reach an agreement to curb its nuclear program.

Microbes could extract the metal needed for cleantech
In a pine forest on Michigan’s Upper Peninsula, the only active nickel mine in the US is nearing the end of its life. At a time when carmakers want the metal for electric-vehicle batteries, nickel concentration at Eagle Mine is falling and could soon drop too low to warrant digging. But earlier this year, the mine’s owner started testing a new process that could eke out a bit more nickel. In a pair of shipping containers recently installed at the mine’s mill, a fermentation-derived broth developed by the startup Allonnia is mixed with concentrated ore to capture and remove impurities. The process allows nickel production from lower-quality ore. Kent Sorenson, Allonnia’s chief technology officer, says this approach could help companies continue operating sites that, like Eagle Mine, have burned through their best ore. “The low-hanging fruit is to keep mining the mines that we have,” he says. Demand for nickel, copper, and rare earth elements is rapidly increasing amid the explosive growth of metal-intensive data centers, electric cars, and renewable energy projects. But producing these metals is becoming harder and more expensive because miners have already exploited the best resources. Like the age-old technique of rolling up the end of a toothpaste tube, Allonnia’s broth is one of a number of ways that biotechnology could help miners squeeze more metal out of aging mines, mediocre ore, or piles of waste.
The mining industry has intentionally seeded copper ore with microbes for decades. At current copper bioleaching sites, miners pile crushed copper ore into heaps and add sulfuric acid. Acid-loving bacteria like Acidithiobacillus ferrooxidans colonize the mound. A chemical the organisms produce breaks the bond between sulfur and copper molecules to liberate the metal. Until now, beyond maintaining the acidity and blowing air into the heap, there wasn’t much more miners could do to encourage microbial growth. But Elizabeth Dennett, CEO of the startup Endolith, says the decreasing cost of genetic tools is making it possible to manage the communities of microbes in a heap more actively. “The technology we’re using now didn’t exist a few years ago,” she says.
Endolith analyzes bits of DNA and RNA in the copper-rich liquid that flows out of an ore heap to characterize the microbes living inside. Combined with a suite of chemical analyses, the information helps the company determine which microbes to sprinkle on a heap to optimize extraction. Endolith scientists use columns filled with copper ore to test the firm’s method of actively managing microbes in the ore to increase metal extraction. In lab tests on ore from the mining firm BHP, Endolith’s active techniques outperformed passive bioleaching approaches. In November, the company raised $16.5 million to move from its Denver lab to heaps in active mines. Despite these promising early results, Corale Brierley, an engineer who has worked on metal bioleaching systems since the 1970s, questions whether companies like Endolith that add additional microbes to ore will successfully translate their processes to commercial scales. “What guarantees are you going to give the company that those organisms will actually grow?” Brierley asks. Big mining firms that have already optimized every hose, nut, and bolt in their process won’t be easy to convince either, says Diana Rasner, an analyst covering mining technology for the research firm Cleantech Group. “They are acutely aware of what it takes to scale these technologies because they know the industry,” she says. “They’ll be your biggest supporters, but they’re going to be your biggest critics.” In addition to technical challenges, Rasner points out that venture-capital-backed biotechnology startups will struggle to deliver the quick returns their investors seek. Mining companies want lots of data before adopting a new process, which could take years of testing to compile. “This is not software,” Rasner says. Nuton, a subsidiary of the mining giant Rio Tinto, is a good example. The company has been working for decades on a copper bioleaching process that uses a blend of archaea and bacteria strains, plus some chemical additives. But it started demonstrating the technology only late last year, at a mine in Arizona. Nuton is testing an improved bioleaching process at Gunnison Copper’s Johnson Camp mine in Arizona. While Endolith and Nuton use naturally occurring microbes, the startup 1849 is hoping to achieve a bigger performance boost by genetically engineering microbes.
“You can do what mining companies have traditionally done,” says CEO Jai Padmakumar. “Or you can try to take the moonshot bet and engineer them. If you get that, you have a huge win.” Genetic engineering would allow 1849 to tailor its microbes to the specific challenges facing a customer. But engineering organisms can also make them harder to grow, warns Buz Barstow, a Cornell University microbiologist who studies applications for biotechnology in mining. Other companies are trying to avoid that trade-off by applying the products of microbial fermentation, rather than live organisms. Alta Resource Technologies, which closed a $28 million investment round in December, is engineering microbes that make proteins capable of extracting and separating rare earth elements. Similarly, the startup REEgen, based in Ithaca, New York, relies on the organic acids produced by an engineered strain of Gluconobacter oxydans to extract rare earth elements from ore and from waste materials like metal recycling slag, coal ash, or old electronics. “The microbes are the manufacturing,” says CEO Alexa Schmitz, an alumna of Barstow’s lab. To make a dent in the growing demand for metal, this new wave of biotechnologies will have to go beyond copper and gold, says Barstow. In 2024, he started a project to map out genes that could be useful for extracting and separating a wider range of metals. Even with the challenges ahead, he says, biotechnology has the potential to transform mining the way fracking changed natural gas. “Biomining is one of these areas where the need … is big enough,” he says. The challenge will be moving fast enough to keep up with growing demand.

How to unlock a tidal wave at the grid edge
Grid infrastructure has been in the spotlight for years, even before the AI-driven data center boom we’ve had headlines of long interconnection queues for both demand and generation. Now it is a mainstream (and bipartisan) issue as politicians grapple with the need to serve a growing electricity demand without landing consumers with even higher bills. International competitiveness depends on the power sector being able to create capacity, fast. A new paradigm for grid operators emerges given the flat electricity demand the United States has experienced in recent decades. Expanding grid capacity, across both generation and network infrastructure, is required throughout the system. However, the greatest opportunity lies at the lowest rung: the low-voltage distribution network. According to research by Capgemini, global average utilization of transmission networks sits around 40 to 50%, while distribution networks operate at under 10%. This is because the lower down the network, the less actively it has been managed. A mass deployment of resources at the grid edge has outsized potential to unlock latent capacity and cascade benefits right through the network. A more traditional approach of just building more physical network capacity (e.g. transformers and cables) at the distribution level would continue the trend of rising bills and take far longer to mobilize. In a capacity-constrained paradigm, we should look to maximize the potential of every interconnection point. If lithium-ion continues its track record of cost declines, the business case pencils just about anywhere the install can be done efficiently. In this paradigm, any time PV is deployed without a battery is a great missed opportunity. One of the biggest barriers to this model is red tape. At the residential level, permitting and export approval for solar and battery installations can take many months. As a result, permissionless hardware is gaining traction, for example, over

Oil Closes Sharply Lower as Iran Risk Fades
Oil fell sharply as geopolitical risk premiums faded after US President Donald Trump said Washington is talking with Iran, while a broader commodities selloff exacerbated the slide. West Texas Intermediate plummeted 4.7% to settle near $62 a barrel, the biggest loss since June, while Brent futures also nosedived. Trump downplayed Iran supreme leader Ayatollah Ali Khamenei’s threats of a regional war over the weekend, reiterating he’s hopeful they’ll make a deal. The Islamic Republic’s foreign ministry said it hopes diplomatic efforts will avert a war. White House envoy Steve Witkoff and Iranian Foreign Minister Abbas Araghchi are set to meet in Istanbul on Friday, Axios reported, citing two people familiar with the matter. “The move lower looks more like a positioning reset than a fundamental shift,” said Haris Khurshid, chief investment officer at Karobaar Capital LP. “With no new supply shock, oil is giving back some risk premium as the market recalibrates after pricing in near-term disruption that just didn’t materialize.” Crude was also hit as commodities, particularly metals, came under intense selling pressure. Gold fell as much as 10%, and copper at one point dropped more than 5% as they continued a retreat that started on Friday. The precipitous drop comes on the back of WTI’s biggest monthly increase since 2023, supported by broad-based flows into commodities during the same period. The prospect of conflict with Iran and pockets of supply disruption led to a surprisingly tight first month of the year. Still, the wider backdrop is one of elevated supplies, particularly in the first half of 2026. At current prices, the sharp reversal will trigger selling from trend-following commodity trading advisors, according to James Taylor, head of the quant service at consultant Energy Aspects. More selling would come if Brent falls below $65 a barrel, he added, noting

What we’ve been getting wrong about AI’s truth crisis
This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here. What would it take to convince you that the era of truth decay we were long warned about—where AI content dupes us, shapes our beliefs even when we catch the lie, and erodes societal trust in the process—is now here? A story I published last week pushed me over the edge. It also made me realize that the tools we were sold as a cure for this crisis are failing miserably. On Thursday, I reported the first confirmation that the US Department of Homeland Security, which houses immigration agencies, is using AI video generators from Google and Adobe to make content that it shares with the public. The news comes as immigration agencies have flooded social media with content to support President Trump’s mass deportation agenda—some of which appears to be made with AI (like a video about “Christmas after mass deportations”). But I received two types of reactions from readers that may explain just as much about the epistemic crisis we’re in.
One was from people who weren’t surprised, because on January 22 the White House had posted a digitally altered photo of a woman arrested at an ICE protest, one that made her appear hysterical and in tears. Kaelan Dorr, the White House’s deputy communications director, did not respond to questions about whether the White House altered the photo but wrote, “The memes will continue.” The second was from readers who saw no point in reporting that DHS was using AI to edit content shared with the public, because news outlets were apparently doing the same. They pointed to the fact that the news network MS Now (formerly MSNBC) shared an image of Alex Pretti that was AI-edited and appeared to make him look more handsome, a fact that led to many viral clips this week, including one from Joe Rogan’s podcast. Fight fire with fire, in other words? A spokesperson for MS Now told Snopes that the news outlet aired the image without knowing it was edited.
There is no reason to collapse these two cases of altered content into the same category, or to read them as evidence that truth no longer matters. One involved the US government sharing a clearly altered photo with the public and declining to answer whether it was intentionally manipulated; the other involved a news outlet airing a photo it should have known was altered but taking some steps to disclose the mistake. What these reactions reveal instead is a flaw in how we were collectively preparing for this moment. Warnings about the AI truth crisis revolved around a core thesis: that not being able to tell what is real will destroy us, so we need tools to independently verify the truth. My two grim takeaways are that these tools are failing, and that while vetting the truth remains essential, it is no longer capable on its own of producing the societal trust we were promised. For example, there was plenty of hype in 2024 about the Content Authenticity Initiative, cofounded by Adobe and adopted by major tech companies, which would attach labels to content disclosing when it was made, by whom, and whether AI was involved. But even Adobe itself applies these labels only when the content is entirely AI generated rather than partially so. And platforms like X, where the altered arrest photo was posted, can strip content of such labels anyway (a note that the photo was altered was added by users). Platforms can also simply not choose to show the label; indeed, when Adobe launched the initiative, it noted that the Pentagon’s website for sharing official images, DVIDS, would display the labels to prove authenticity, but a review of the website today shows no such labels. Noticing how much traction the White House’s photo got even after it was shown to be AI-altered, I was struck by the findings of a very relevant new paper published in the journal Communications Psychology. In the study, participants watched a deepfake “confession” to a crime, and the researchers found that even when they were told explicitly that the evidence was fake, participants relied on it when judging an individual’s guilt. In other words, even when people learn that the content they’re looking at is entirely fake, they remain emotionally swayed by it. “Transparency helps, but it isn’t enough on its own,” the disinformation expert Christopher Nehring wrote recently about the study’s findings. “We have to develop a new masterplan of what to do about deepfakes.” AI tools to generate and edit content are getting more advanced, easier to operate, and cheaper to run—all reasons why the US government is increasingly paying to use them. We were well warned of this, but we responded by preparing for a world in which the main danger was confusion. What we’re entering instead is a world in which influence survives exposure, doubt is easily weaponized, and establishing the truth does not serve as a reset button. And the defenders of truth are already trailing way behind.

Major LNG Players Skip Qatar Conference
Some of the liquefied natural gas industry’s biggest companies are skipping a key conference in Qatar due to fears that simmering US-Iran tensions could still erupt into a regional conflict. Several buyers from Japan — the world’s second largest LNG importer — are opting not to take part because of safety concerns. Tokyo Gas Co. decided not to attend, according to the company spokesperson on Monday. Osaka Gas Co. and Saibu Gas Holdings Co. made the same decision for similar reasons, company spokespeople said. US President Donald Trump said he anticipates talks with Iran in the coming days, while Iranian leader Masoud Pezeshkian ordered negotiations with Washington to begin “within the framework of the nuclear issue.” Washington has warned of possible military action if Tehran fails to reach an agreement to curb its nuclear program. The LNG 2026 gathering is scheduled to run through Feb. 5, with about 16,000 trade visitors and 4,000 conference delegates, according to the event’s website. Speakers include Global Chief Executive Officer and Chair of Jera Co. Yukio Kani, President of QatarEnergy Saad Bin Sherida Al-Kaabi and executives from oil majors like ExxonMobil Corp., Shell Plc and ConocoPhillips. Several European LNG importers, along with at least one supplier, will also skip the conference or have opted to send smaller delegations, according to people with knowledge of the matter. Commonwealth LNG, which is developing a US export project, canceled its reception during the conference and cut back on its delegates, the people said, who asked not to be named as they aren’t authorized to speak to the media. The company declined to comment. Venture Global Inc., a major US LNG supplier, will have a reduced presence at the conference “due to security concerns in the region and out of an abundance of caution,” it said in a statement. Japan’s biggest utility

Trump Eyes Iran Nuclear Deal
(Update) February 2, 2026, 10:23 PM GMT: Article updated. US President Donald Trump said he anticipated talks with Iran over a new nuclear deal in the coming days, building on a flurry of diplomatic activity aimed at averting war between the two countries. “We have ships heading to Iran right now, big ones, biggest and the best, and we have talks going on with Iran,” Trump told reporters Monday in the Oval Office. “If we can work something out that’d be great, and if we can’t, probably bad things would happen,” he continued. Iranian President Masoud Pezeshkian ordered the start of negotiations with Washington “within the framework of the nuclear issue,” Iran’s semi-official Fars news service reported Monday, citing a government source. Talks could include senior officials from both countries such as US envoy Steve Witkoff and Iranian Foreign Minister Abbas Araghchi, the Tasnim news service said, citing a source it didn’t identify. “We’re ready for diplomacy, but they must understand that diplomacy is not compatible with threats, intimidation or pressure,” Araghchi said on state TV. “We will remain steadfast on this path and hope to see its results soon.” Multiple countries in the Middle East have been acting as intermediaries between Tehran and Washington, according to Esmail Baghaei, a spokesman for Iran’s foreign ministry. No time or location for an initial meeting has been set, Tasnim said, while details of what would be discussed remain unclear, such as whether the US would push for the Islamic Republic to end uranium enrichment. Iran’s priority in new talks will be sanctions relief and Tehran is “realistic” in its approach, Baghaei said. The developments underline the international effort to ease Middle East tensions as Trump threatens Iran with military action if it doesn’t reach an agreement to curb its nuclear program.

Microbes could extract the metal needed for cleantech
In a pine forest on Michigan’s Upper Peninsula, the only active nickel mine in the US is nearing the end of its life. At a time when carmakers want the metal for electric-vehicle batteries, nickel concentration at Eagle Mine is falling and could soon drop too low to warrant digging. But earlier this year, the mine’s owner started testing a new process that could eke out a bit more nickel. In a pair of shipping containers recently installed at the mine’s mill, a fermentation-derived broth developed by the startup Allonnia is mixed with concentrated ore to capture and remove impurities. The process allows nickel production from lower-quality ore. Kent Sorenson, Allonnia’s chief technology officer, says this approach could help companies continue operating sites that, like Eagle Mine, have burned through their best ore. “The low-hanging fruit is to keep mining the mines that we have,” he says. Demand for nickel, copper, and rare earth elements is rapidly increasing amid the explosive growth of metal-intensive data centers, electric cars, and renewable energy projects. But producing these metals is becoming harder and more expensive because miners have already exploited the best resources. Like the age-old technique of rolling up the end of a toothpaste tube, Allonnia’s broth is one of a number of ways that biotechnology could help miners squeeze more metal out of aging mines, mediocre ore, or piles of waste.
The mining industry has intentionally seeded copper ore with microbes for decades. At current copper bioleaching sites, miners pile crushed copper ore into heaps and add sulfuric acid. Acid-loving bacteria like Acidithiobacillus ferrooxidans colonize the mound. A chemical the organisms produce breaks the bond between sulfur and copper molecules to liberate the metal. Until now, beyond maintaining the acidity and blowing air into the heap, there wasn’t much more miners could do to encourage microbial growth. But Elizabeth Dennett, CEO of the startup Endolith, says the decreasing cost of genetic tools is making it possible to manage the communities of microbes in a heap more actively. “The technology we’re using now didn’t exist a few years ago,” she says.
Endolith analyzes bits of DNA and RNA in the copper-rich liquid that flows out of an ore heap to characterize the microbes living inside. Combined with a suite of chemical analyses, the information helps the company determine which microbes to sprinkle on a heap to optimize extraction. Endolith scientists use columns filled with copper ore to test the firm’s method of actively managing microbes in the ore to increase metal extraction. In lab tests on ore from the mining firm BHP, Endolith’s active techniques outperformed passive bioleaching approaches. In November, the company raised $16.5 million to move from its Denver lab to heaps in active mines. Despite these promising early results, Corale Brierley, an engineer who has worked on metal bioleaching systems since the 1970s, questions whether companies like Endolith that add additional microbes to ore will successfully translate their processes to commercial scales. “What guarantees are you going to give the company that those organisms will actually grow?” Brierley asks. Big mining firms that have already optimized every hose, nut, and bolt in their process won’t be easy to convince either, says Diana Rasner, an analyst covering mining technology for the research firm Cleantech Group. “They are acutely aware of what it takes to scale these technologies because they know the industry,” she says. “They’ll be your biggest supporters, but they’re going to be your biggest critics.” In addition to technical challenges, Rasner points out that venture-capital-backed biotechnology startups will struggle to deliver the quick returns their investors seek. Mining companies want lots of data before adopting a new process, which could take years of testing to compile. “This is not software,” Rasner says. Nuton, a subsidiary of the mining giant Rio Tinto, is a good example. The company has been working for decades on a copper bioleaching process that uses a blend of archaea and bacteria strains, plus some chemical additives. But it started demonstrating the technology only late last year, at a mine in Arizona. Nuton is testing an improved bioleaching process at Gunnison Copper’s Johnson Camp mine in Arizona. While Endolith and Nuton use naturally occurring microbes, the startup 1849 is hoping to achieve a bigger performance boost by genetically engineering microbes.
“You can do what mining companies have traditionally done,” says CEO Jai Padmakumar. “Or you can try to take the moonshot bet and engineer them. If you get that, you have a huge win.” Genetic engineering would allow 1849 to tailor its microbes to the specific challenges facing a customer. But engineering organisms can also make them harder to grow, warns Buz Barstow, a Cornell University microbiologist who studies applications for biotechnology in mining. Other companies are trying to avoid that trade-off by applying the products of microbial fermentation, rather than live organisms. Alta Resource Technologies, which closed a $28 million investment round in December, is engineering microbes that make proteins capable of extracting and separating rare earth elements. Similarly, the startup REEgen, based in Ithaca, New York, relies on the organic acids produced by an engineered strain of Gluconobacter oxydans to extract rare earth elements from ore and from waste materials like metal recycling slag, coal ash, or old electronics. “The microbes are the manufacturing,” says CEO Alexa Schmitz, an alumna of Barstow’s lab. To make a dent in the growing demand for metal, this new wave of biotechnologies will have to go beyond copper and gold, says Barstow. In 2024, he started a project to map out genes that could be useful for extracting and separating a wider range of metals. Even with the challenges ahead, he says, biotechnology has the potential to transform mining the way fracking changed natural gas. “Biomining is one of these areas where the need … is big enough,” he says. The challenge will be moving fast enough to keep up with growing demand.

How to unlock a tidal wave at the grid edge
Grid infrastructure has been in the spotlight for years, even before the AI-driven data center boom we’ve had headlines of long interconnection queues for both demand and generation. Now it is a mainstream (and bipartisan) issue as politicians grapple with the need to serve a growing electricity demand without landing consumers with even higher bills. International competitiveness depends on the power sector being able to create capacity, fast. A new paradigm for grid operators emerges given the flat electricity demand the United States has experienced in recent decades. Expanding grid capacity, across both generation and network infrastructure, is required throughout the system. However, the greatest opportunity lies at the lowest rung: the low-voltage distribution network. According to research by Capgemini, global average utilization of transmission networks sits around 40 to 50%, while distribution networks operate at under 10%. This is because the lower down the network, the less actively it has been managed. A mass deployment of resources at the grid edge has outsized potential to unlock latent capacity and cascade benefits right through the network. A more traditional approach of just building more physical network capacity (e.g. transformers and cables) at the distribution level would continue the trend of rising bills and take far longer to mobilize. In a capacity-constrained paradigm, we should look to maximize the potential of every interconnection point. If lithium-ion continues its track record of cost declines, the business case pencils just about anywhere the install can be done efficiently. In this paradigm, any time PV is deployed without a battery is a great missed opportunity. One of the biggest barriers to this model is red tape. At the residential level, permitting and export approval for solar and battery installations can take many months. As a result, permissionless hardware is gaining traction, for example, over

Oil Closes Sharply Lower as Iran Risk Fades
Oil fell sharply as geopolitical risk premiums faded after US President Donald Trump said Washington is talking with Iran, while a broader commodities selloff exacerbated the slide. West Texas Intermediate plummeted 4.7% to settle near $62 a barrel, the biggest loss since June, while Brent futures also nosedived. Trump downplayed Iran supreme leader Ayatollah Ali Khamenei’s threats of a regional war over the weekend, reiterating he’s hopeful they’ll make a deal. The Islamic Republic’s foreign ministry said it hopes diplomatic efforts will avert a war. White House envoy Steve Witkoff and Iranian Foreign Minister Abbas Araghchi are set to meet in Istanbul on Friday, Axios reported, citing two people familiar with the matter. “The move lower looks more like a positioning reset than a fundamental shift,” said Haris Khurshid, chief investment officer at Karobaar Capital LP. “With no new supply shock, oil is giving back some risk premium as the market recalibrates after pricing in near-term disruption that just didn’t materialize.” Crude was also hit as commodities, particularly metals, came under intense selling pressure. Gold fell as much as 10%, and copper at one point dropped more than 5% as they continued a retreat that started on Friday. The precipitous drop comes on the back of WTI’s biggest monthly increase since 2023, supported by broad-based flows into commodities during the same period. The prospect of conflict with Iran and pockets of supply disruption led to a surprisingly tight first month of the year. Still, the wider backdrop is one of elevated supplies, particularly in the first half of 2026. At current prices, the sharp reversal will trigger selling from trend-following commodity trading advisors, according to James Taylor, head of the quant service at consultant Energy Aspects. More selling would come if Brent falls below $65 a barrel, he added, noting

What we’ve been getting wrong about AI’s truth crisis
This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here. What would it take to convince you that the era of truth decay we were long warned about—where AI content dupes us, shapes our beliefs even when we catch the lie, and erodes societal trust in the process—is now here? A story I published last week pushed me over the edge. It also made me realize that the tools we were sold as a cure for this crisis are failing miserably. On Thursday, I reported the first confirmation that the US Department of Homeland Security, which houses immigration agencies, is using AI video generators from Google and Adobe to make content that it shares with the public. The news comes as immigration agencies have flooded social media with content to support President Trump’s mass deportation agenda—some of which appears to be made with AI (like a video about “Christmas after mass deportations”). But I received two types of reactions from readers that may explain just as much about the epistemic crisis we’re in.
One was from people who weren’t surprised, because on January 22 the White House had posted a digitally altered photo of a woman arrested at an ICE protest, one that made her appear hysterical and in tears. Kaelan Dorr, the White House’s deputy communications director, did not respond to questions about whether the White House altered the photo but wrote, “The memes will continue.” The second was from readers who saw no point in reporting that DHS was using AI to edit content shared with the public, because news outlets were apparently doing the same. They pointed to the fact that the news network MS Now (formerly MSNBC) shared an image of Alex Pretti that was AI-edited and appeared to make him look more handsome, a fact that led to many viral clips this week, including one from Joe Rogan’s podcast. Fight fire with fire, in other words? A spokesperson for MS Now told Snopes that the news outlet aired the image without knowing it was edited.
There is no reason to collapse these two cases of altered content into the same category, or to read them as evidence that truth no longer matters. One involved the US government sharing a clearly altered photo with the public and declining to answer whether it was intentionally manipulated; the other involved a news outlet airing a photo it should have known was altered but taking some steps to disclose the mistake. What these reactions reveal instead is a flaw in how we were collectively preparing for this moment. Warnings about the AI truth crisis revolved around a core thesis: that not being able to tell what is real will destroy us, so we need tools to independently verify the truth. My two grim takeaways are that these tools are failing, and that while vetting the truth remains essential, it is no longer capable on its own of producing the societal trust we were promised. For example, there was plenty of hype in 2024 about the Content Authenticity Initiative, cofounded by Adobe and adopted by major tech companies, which would attach labels to content disclosing when it was made, by whom, and whether AI was involved. But even Adobe itself applies these labels only when the content is entirely AI generated rather than partially so. And platforms like X, where the altered arrest photo was posted, can strip content of such labels anyway (a note that the photo was altered was added by users). Platforms can also simply not choose to show the label; indeed, when Adobe launched the initiative, it noted that the Pentagon’s website for sharing official images, DVIDS, would display the labels to prove authenticity, but a review of the website today shows no such labels. Noticing how much traction the White House’s photo got even after it was shown to be AI-altered, I was struck by the findings of a very relevant new paper published in the journal Communications Psychology. In the study, participants watched a deepfake “confession” to a crime, and the researchers found that even when they were told explicitly that the evidence was fake, participants relied on it when judging an individual’s guilt. In other words, even when people learn that the content they’re looking at is entirely fake, they remain emotionally swayed by it. “Transparency helps, but it isn’t enough on its own,” the disinformation expert Christopher Nehring wrote recently about the study’s findings. “We have to develop a new masterplan of what to do about deepfakes.” AI tools to generate and edit content are getting more advanced, easier to operate, and cheaper to run—all reasons why the US government is increasingly paying to use them. We were well warned of this, but we responded by preparing for a world in which the main danger was confusion. What we’re entering instead is a world in which influence survives exposure, doubt is easily weaponized, and establishing the truth does not serve as a reset button. And the defenders of truth are already trailing way behind.

How to unlock a tidal wave at the grid edge
Grid infrastructure has been in the spotlight for years, even before the AI-driven data center boom we’ve had headlines of long interconnection queues for both demand and generation. Now it is a mainstream (and bipartisan) issue as politicians grapple with the need to serve a growing electricity demand without landing consumers with even higher bills. International competitiveness depends on the power sector being able to create capacity, fast. A new paradigm for grid operators emerges given the flat electricity demand the United States has experienced in recent decades. Expanding grid capacity, across both generation and network infrastructure, is required throughout the system. However, the greatest opportunity lies at the lowest rung: the low-voltage distribution network. According to research by Capgemini, global average utilization of transmission networks sits around 40 to 50%, while distribution networks operate at under 10%. This is because the lower down the network, the less actively it has been managed. A mass deployment of resources at the grid edge has outsized potential to unlock latent capacity and cascade benefits right through the network. A more traditional approach of just building more physical network capacity (e.g. transformers and cables) at the distribution level would continue the trend of rising bills and take far longer to mobilize. In a capacity-constrained paradigm, we should look to maximize the potential of every interconnection point. If lithium-ion continues its track record of cost declines, the business case pencils just about anywhere the install can be done efficiently. In this paradigm, any time PV is deployed without a battery is a great missed opportunity. One of the biggest barriers to this model is red tape. At the residential level, permitting and export approval for solar and battery installations can take many months. As a result, permissionless hardware is gaining traction, for example, over

Oil Closes Sharply Lower as Iran Risk Fades
Oil fell sharply as geopolitical risk premiums faded after US President Donald Trump said Washington is talking with Iran, while a broader commodities selloff exacerbated the slide. West Texas Intermediate plummeted 4.7% to settle near $62 a barrel, the biggest loss since June, while Brent futures also nosedived. Trump downplayed Iran supreme leader Ayatollah Ali Khamenei’s threats of a regional war over the weekend, reiterating he’s hopeful they’ll make a deal. The Islamic Republic’s foreign ministry said it hopes diplomatic efforts will avert a war. White House envoy Steve Witkoff and Iranian Foreign Minister Abbas Araghchi are set to meet in Istanbul on Friday, Axios reported, citing two people familiar with the matter. “The move lower looks more like a positioning reset than a fundamental shift,” said Haris Khurshid, chief investment officer at Karobaar Capital LP. “With no new supply shock, oil is giving back some risk premium as the market recalibrates after pricing in near-term disruption that just didn’t materialize.” Crude was also hit as commodities, particularly metals, came under intense selling pressure. Gold fell as much as 10%, and copper at one point dropped more than 5% as they continued a retreat that started on Friday. The precipitous drop comes on the back of WTI’s biggest monthly increase since 2023, supported by broad-based flows into commodities during the same period. The prospect of conflict with Iran and pockets of supply disruption led to a surprisingly tight first month of the year. Still, the wider backdrop is one of elevated supplies, particularly in the first half of 2026. At current prices, the sharp reversal will trigger selling from trend-following commodity trading advisors, according to James Taylor, head of the quant service at consultant Energy Aspects. More selling would come if Brent falls below $65 a barrel, he added, noting

Trump to Launch $12B Critical Mineral Stockpile
President Donald Trump is set to launch a strategic critical-minerals stockpile with $12 billion in seed money, a bid to insulate manufacturers from supply shocks as the US works to slash its reliance on Chinese rare earths and other metals. The venture — dubbed Project Vault — is set to marry $1.67 billion in private capital with a $10 billion loan from the US Export-Import Bank to procure and store the minerals for automakers, tech firms and other manufacturers. US rare-earths stocks jumped in premarket trading upon news of the administration’s plan, including USA Rare Earth Inc., Critical Metals Corp., United States Antimony Corp. and NioCorp Developments Ltd. Details of the initiative, which would represent a first-of-its-kind stockpile for the US private sector, were described by senior administration officials, who asked not to be identified discussing a plan that has yet to be announced. The effort is akin to the nation’s existing emergency oil stockpile. But instead of crude, its focus would be minerals — such as gallium and cobalt — used in products such as iPhones, batteries and jet engines. The stockpile is expected to include both rare earths and critical minerals as well as other strategically important elements that are subject to volatile prices. A Gallium Arsenide semiconducting wafer is processed into chips for radio frequency communications devices at RF Micro Devices Inc. (RFMD) headquarters in Greensboro, North Carolina, U.S., on Wednesday, Feb. 15, 2012. RF Micro Devices Inc. manufactures radio-frequency components and semiconductor technologies. Photographer: Victor J. Blue/Bloomberg It represents a major commitment to accumulate minerals deemed critical to the industrial economy — including the automotive, aerospace and energy sectors — and highlights Trump’s effort to wean US supply chains from China, the world’s dominant provider and processor of critical minerals. The project has participation from more

Trump Says He Welcomes China, India Investment in VEN Oil
President Donald Trump said Saturday he welcomed investment by China and India in Venezuela’s oil industry. “China is welcome to come in and will make a great deal on oil,” Trump told reporters during a flight to Mar-a-Lago on Air Force One. He added that the US is working with India on a deal to purchase Venezuelan oil. “India’s coming in and they’re going to be buying Venezuelan oil, as opposed to buying it from Iran,” he said. “We’ve already made the deal, the concept of that deal.” Earlier this week, Venezuela’s acting president signed off on historic changes to the country’s nationalist oil policy that would reduce taxes and allow greater ownership for foreign oil companies, less than a month after US forces captured longtime leader Nicolas Maduro. Shortly after, US Treasury Department issued a general license expanding the ability for US companies to export, sell and refine crude coming from the sanctioned South American country. The US is set to import the most Venezuelan oil in a year after the Trump administration moved to control the country’s energy supply and pressed oil companies to invest $100 billion in rebuilding the country’s oil infrastructure. Yet as the US emerges as the biggest recipient of Venezuelan oil following Maduro’s capture, shipments to China — which averaged 400,000 barrels a day last year — fell to zero in January amid a US naval crackdown on the so-called dark fleet of vessels used to transport sanctioned oil to China. Most of the oil arriving in the US comes from Chevron Corp., which holds a US license to sell sanctioned Venezuelan crude. About 20% is being supplied by commodity traders Trafigura Group and Vitol Group, which were tapped by the Trump administration to help sell up to 50 million barrels of oil after

Energy Star gets full 2026 funding from Congress
Congress has fully funded the Energy Star program through fiscal year 2026 as part of a funding bill that President Trump signed into law Jan. 23. The administration tried to zero-out the program in early 2025. “The funding is a huge win,” Sabine Rogers, federal policy manager at the U.S. Green Building Council, said in a blog post. A provision in the fiscal 2026 appropriations bill that funds the U.S. Environmental Protection Agency and several other federal agencies, H.R. 6938, mandates that the administration provide at least $33 million to carry out the program through the fiscal year ending Sept. 30 — a modest increase over the $32 million provided in FY2024, the most recent year where program funding data is available. The provision includes a directive from Congress that the administration not take actions to reduce the amount. “[This is] the very first time that Congress has stipulated a mandatory annual spending level for Energy Star,” Rogers said, “placing a clear and binding legal requirement on the administration.” More than 1,200 organizations lobbied Congress last year to save Energy Star after the Trump administration in May proposed eliminating EPA’s Office of Atmospheric Protection, which oversees the program. In letters calling for the EPA to continue the program, organizations said its elimination would damage the real estate sector at a time when it is already facing significant uncertainty. The Energy Star program has saved consumers and organizations some 5.2 trillion kilowatt-hours of energy and more than $500 billion in costs since it was created in 1992, according to the program website. “Energy Star has grown to become the international standard for energy efficiency and one of the most successful voluntary U.S. government programs in history,” the site says. Energy Star Portfolio Manager, a free tool that allows commercial building operators

Iran Edges Toward Nuclear Talks With USA in Bid to Avoid War
(Update) February 2, 2026, 3:29 PM GMT: Article updated with with more on the talks in fifth paragraph. Iran said talks with the US over a new nuclear deal could get underway in the coming days, building on a flurry of diplomatic activity aimed at averting war between the two sides. President Masoud Pezeshkian ordered the start of negotiations with Washington “within the framework of the nuclear issue,” Iran’s semi-official Fars news service reported Monday, citing a government source. Talks could include senior officials from both countries such as US envoy Steve Witkoff and Iran’s Foreign Minister Abbas Araghchi, the Tasnim news service said, citing a source it didn’t identify. “We’re ready for diplomacy, but they must understand that diplomacy is not compatible with threats, intimidation or pressure,” Araghchi said on state TV. “We will remain steadfast on this path and hope to see its results soon.” Multiple countries in the Middle East have been acting as intermediaries between Tehran and Washington, according to Esmail Baghaei, a spokesman for Iran’s foreign ministry. No time or location for an initial meeting have been set, Tasnim said, while details of what would be discussed remain unclear, such as whether the US would push for the Islamic Republic to end uranium enrichment. Iran’s priority in new talks will be sanctions relief and Tehran is “realistic” in its approach, Baghaei said. The developments underline the international effort to ease Middle East tensions as US President Donald Trump threatens Iran with military action if it doesn’t reach an agreement to curb its nuclear program. American naval assets have been dispatched toward the region and Trump said Sunday they were “a couple of days” away, even while unspecified Gulf allies negotiate to “make a deal.” Oil prices fell sharply on Monday, partly because of the heightened diplomatic

National Grid, Con Edison urge FERC to adopt gas pipeline reliability requirements
The Federal Energy Regulatory Commission should adopt reliability-related requirements for gas pipeline operators to ensure fuel supplies during cold weather, according to National Grid USA and affiliated utilities Consolidated Edison Co. of New York and Orange and Rockland Utilities. In the wake of power outages in the Southeast and the near collapse of New York City’s gas system during Winter Storm Elliott in December 2022, voluntary efforts to bolster gas pipeline reliability are inadequate, the utilities said in two separate filings on Friday at FERC. The filings were in response to a gas-electric coordination meeting held in November by the Federal-State Current Issues Collaborative between FERC and the National Association of Regulatory Utility Commissioners. National Grid called for FERC to use its authority under the Natural Gas Act to require pipeline reliability reporting, coupled with enforcement mechanisms, and pipeline tariff reforms. “Such data reporting would enable the commission to gain a clearer picture into pipeline reliability and identify any problematic trends in the quality of pipeline service,” National Grid said. “At that point, the commission could consider using its ratemaking, audit, and civil penalty authority preemptively to address such identified concerns before they result in service curtailments.” On pipeline tariff reforms, FERC should develop tougher provisions for force majeure events — an unforeseen occurence that prevents a contract from being fulfilled — reservation charge crediting, operational flow orders, scheduling and confirmation enhancements, improved real-time coordination, and limits on changes to nomination rankings, National Grid said. FERC should support efforts in New England and New York to create financial incentives for gas-fired generators to enter into winter contracts for imported liquefied natural gas supplies, or other long-term firm contracts with suppliers and pipelines, National Grid said. Con Edison and O&R said they were encouraged by recent efforts such as North American Energy Standard

US BOEM Seeks Feedback on Potential Wind Leasing Offshore Guam
The United States Bureau of Ocean Energy Management (BOEM) on Monday issued a Call for Information and Nominations to help it decide on potential leasing areas for wind energy development offshore Guam. The call concerns a contiguous area around the island that comprises about 2.1 million acres. The area’s water depths range from 350 meters (1,148.29 feet) to 2,200 meters (7,217.85 feet), according to a statement on BOEM’s website. Closing April 7, the comment period seeks “relevant information on site conditions, marine resources, and ocean uses near or within the call area”, the BOEM said. “Concurrently, wind energy companies can nominate specific areas they would like to see offered for leasing. “During the call comment period, BOEM will engage with Indigenous Peoples, stakeholder organizations, ocean users, federal agencies, the government of Guam, and other parties to identify conflicts early in the process as BOEM seeks to identify areas where offshore wind development would have the least impact”. The next step would be the identification of specific WEAs, or wind energy areas, in the larger call area. BOEM would then conduct environmental reviews of the WEAs in consultation with different stakeholders. “After completing its environmental reviews and consultations, BOEM may propose one or more competitive lease sales for areas within the WEAs”, the Department of the Interior (DOI) sub-agency said. BOEM Director Elizabeth Klein said, “Responsible offshore wind development off Guam’s coast offers a vital opportunity to expand clean energy, cut carbon emissions, and reduce energy costs for Guam residents”. Late last year the DOI announced the approval of the 2.4-gigawatt (GW) SouthCoast Wind Project, raising the total capacity of federally approved offshore wind power projects to over 19 GW. The project owned by a joint venture between EDP Renewables and ENGIE received a positive Record of Decision, the DOI said in

Biden Bars Offshore Oil Drilling in USA Atlantic and Pacific
President Joe Biden is indefinitely blocking offshore oil and gas development in more than 625 million acres of US coastal waters, warning that drilling there is simply “not worth the risks” and “unnecessary” to meet the nation’s energy needs. Biden’s move is enshrined in a pair of presidential memoranda being issued Monday, burnishing his legacy on conservation and fighting climate change just two weeks before President-elect Donald Trump takes office. Yet unlike other actions Biden has taken to constrain fossil fuel development, this one could be harder for Trump to unwind, since it’s rooted in a 72-year-old provision of federal law that empowers presidents to withdraw US waters from oil and gas leasing without explicitly authorizing revocations. Biden is ruling out future oil and gas leasing along the US East and West Coasts, the eastern Gulf of Mexico and a sliver of the Northern Bering Sea, an area teeming with seabirds, marine mammals, fish and other wildlife that indigenous people have depended on for millennia. The action doesn’t affect energy development under existing offshore leases, and it won’t prevent the sale of more drilling rights in Alaska’s gas-rich Cook Inlet or the central and western Gulf of Mexico, which together provide about 14% of US oil and gas production. The president cast the move as achieving a careful balance between conservation and energy security. “It is clear to me that the relatively minimal fossil fuel potential in the areas I am withdrawing do not justify the environmental, public health and economic risks that would come from new leasing and drilling,” Biden said. “We do not need to choose between protecting the environment and growing our economy, or between keeping our ocean healthy, our coastlines resilient and the food they produce secure — and keeping energy prices low.” Some of the areas Biden is protecting

Biden Admin Finalizes Hydrogen Tax Credit Favoring Cleaner Production
The Biden administration has finalized rules for a tax incentive promoting hydrogen production using renewable power, with lower credits for processes using abated natural gas. The Clean Hydrogen Production Credit is based on carbon intensity, which must not exceed four kilograms of carbon dioxide equivalent per kilogram of hydrogen produced. Qualified facilities are those whose start of construction falls before 2033. These facilities can claim credits for 10 years of production starting on the date of service placement, according to the draft text on the Federal Register’s portal. The final text is scheduled for publication Friday. Established by the 2022 Inflation Reduction Act, the four-tier scheme gives producers that meet wage and apprenticeship requirements a credit of up to $3 per kilogram of “qualified clean hydrogen”, to be adjusted for inflation. Hydrogen whose production process makes higher lifecycle emissions gets less. The scheme will use the Energy Department’s Greenhouse Gases, Regulated Emissions and Energy Use in Transportation (GREET) model in tiering production processes for credit computation. “In the coming weeks, the Department of Energy will release an updated version of the 45VH2-GREET model that producers will use to calculate the section 45V tax credit”, the Treasury Department said in a statement announcing the finalization of rules, a process that it said had considered roughly 30,000 public comments. However, producers may use the GREET model that was the most recent when their facility began construction. “This is in consideration of comments that the prospect of potential changes to the model over time reduces investment certainty”, explained the statement on the Treasury’s website. “Calculation of the lifecycle GHG analysis for the tax credit requires consideration of direct and significant indirect emissions”, the statement said. For electrolytic hydrogen, electrolyzers covered by the scheme include not only those using renewables-derived electricity (green hydrogen) but

Xthings unveils Ulticam home security cameras powered by edge AI
Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Xthings announced that its Ulticam security camera brand has a new model out today: the Ulticam IQ Floodlight, an edge AI-powered home security camera. The company also plans to showcase two additional cameras, Ulticam IQ, an outdoor spotlight camera, and Ulticam Dot, a portable, wireless security camera. All three cameras offer free cloud storage (seven days rolling) and subscription-free edge AI-powered person detection and alerts. The AI at the edge means that it doesn’t have to go out to an internet-connected data center to tap AI computing to figure out what is in front of the camera. Rather, the processing for the AI is built into the camera itself, and that sets a new standard for value and performance in home security cameras. It can identify people, faces and vehicles. CES 2025 attendees can experience Ulticam’s entire lineup at Pepcom’s Digital Experience event on January 6, 2025, and at the Venetian Expo, Halls A-D, booth #51732, from January 7 to January 10, 2025. These new security cameras will be available for purchase online in the U.S. in Q1 and Q2 2025 at U-tec.com, Amazon, and Best Buy. The Ulticam IQ Series: smart edge AI-powered home security cameras Ulticam IQ home security camera. The Ulticam IQ Series, which includes IQ and IQ Floodlight, takes home security to the next level with the most advanced AI-powered recognition. Among the very first consumer cameras to use edge AI, the IQ Series can quickly and accurately identify people, faces and vehicles, without uploading video for server-side processing, which improves speed, accuracy, security and privacy. Additionally, the Ulticam IQ Series is designed to improve over time with over-the-air updates that enable new AI features. Both cameras

Intel unveils new Core Ultra processors with 2X to 3X performance on AI apps
Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Intel unveiled new Intel Core Ultra 9 processors today at CES 2025 with as much as two or three times the edge performance on AI apps as before. The chips under the Intel Core Ultra 9 and Core i9 labels were previously codenamed Arrow Lake H, Meteor Lake H, Arrow Lake S and Raptor Lake S Refresh. Intel said it is pushing the boundaries of AI performance and power efficiency for businesses and consumers, ushering in the next era of AI computing. In other performance metrics, Intel said the Core Ultra 9 processors are up to 5.8 times faster in media performance, 3.4 times faster in video analytics end-to-end workloads with media and AI, and 8.2 times better in terms of performance per watt than prior chips. Intel hopes to kick off the year better than in 2024. CEO Pat Gelsinger resigned last month without a permanent successor after a variety of struggles, including mass layoffs, manufacturing delays and poor execution on chips including gaming bugs in chips launched during the summer. Intel Core Ultra Series 2 Michael Masci, vice president of product management at the Edge Computing Group at Intel, said in a briefing that AI, once the domain of research labs, is integrating into every aspect of our lives, including AI PCs where the AI processing is done in the computer itself, not the cloud. AI is also being processed in data centers in big enterprises, from retail stores to hospital rooms. “As CES kicks off, it’s clear we are witnessing a transformative moment,” he said. “Artificial intelligence is moving at an unprecedented pace.” The new processors include the Intel Core 9 Ultra 200 H/U/S models, with up to
How AI is helping advance the science of bioacoustics to save endangered species
Our new Perch model helps conservationists analyze audio faster to protect endangered species, from Hawaiian honeycreepers to coral reefs.One of the ways scientists protect the health of our planet’s wild ecosystems is by using microphones (or underwater hydrophones) to collect vast amounts of audio dense with vocalizations from birds, frogs, insects, whales, fish and more. These recordings can tell us a lot about the animals present in a given area, along with other clues about the health of that ecosystem. Making sense of so much data, however, remains a massive undertaking.Today, we are releasing an update to Perch, our AI model designed to help conservationists analyze bioacoustic data. This new model has better state-of-the-art off-the-shelf bird species predictions than the previous model. It can better adapt to new environments, particularly underwater ones like coral reefs. It’s trained on a wider range of animals, including mammals, amphibians and anthropogenic noise — nearly twice as much data in all, from public sources like Xeno-Canto and iNaturalist. It can disentangle complex acoustic scenes over thousands or even millions of hours of audio data. And it’s versatile, able to help answer many different kinds of questions, from “how many babies are being born” to “how many individual animals are present in a given area.”In order to help scientists protect our planet’s ecosystems, we’re releasing this new version of Perch as an open model and making it available on Kaggle.
Using AI to perceive the universe in greater depth
Our novel Deep Loop Shaping method improves control of gravitational wave observatories, helping astronomers better understand the dynamics and formation of the universe.To help astronomers study the universe’s most powerful processes, our teams have been using AI to stabilize one of the most sensitive observation instruments ever built.In a paper published today in Science, we introduce Deep Loop Shaping, a novel AI method that will unlock next-generation gravitational-wave science. Deep Loop Shaping reduces noise and improves control in an observatory’s feedback system, helping stabilize components used for measuring gravitational waves — the tiny ripples in the fabric of space and time.These waves are generated by events like neutron star collisions and black hole mergers. Our method will help astronomers gather data critical to understanding the dynamics and formation of the universe, and better test fundamental theories of physics and cosmology.We developed Deep Loop Shaping in collaboration with LIGO (Laser Interferometer Gravitational-Wave Observatory) operated by Caltech, and GSSI (Gran Sasso Science Institute), and proved our method at the observatory in Livingston, Louisiana.LIGO measures the properties and origins of gravitational waves with incredible accuracy. But the slightest vibration can disrupt its measurements, even from waves crashing 100 miles away on the Gulf coast. To function, LIGO relies on thousands of control systems keeping every part in near-perfect alignment, and adapts to environmental disturbances with continuous feedback.Deep Loop Shaping reduces the noise level in the most unstable and difficult feedback loop at LIGO by 30 to 100 times, improving the stability of its highly-sensitive interferometer mirrors. Applying our method to all of LIGO’s mirror control loops could help astronomers detect and gather data about hundreds of more events per year, in far greater detail.In the future, Deep Loop Shaping could also be applied to many other engineering problems involving vibration suppression, noise cancellation and highly dynamic or unstable systems important in aerospace, robotics, and structural engineering.
Bringing AI to the next generation of fusion energy
We’re partnering with Commonwealth Fusion Systems (CFS) to bring clean, safe, limitless fusion energy closer to reality.Fusion, the process that powers the sun, promises clean, abundant energy without long-lived radioactive waste. Making it work here on Earth means keeping an ionized gas, known as plasma, stable at temperatures over 100 million degrees Celsius — all within a fusion energy machine’s limits. This is a highly complex physics problem that we’re working to solve with artificial intelligence (AI).Today, we’re announcing our research partnership with Commonwealth Fusion Systems (CFS), a global leader in fusion energy. CFS is pioneering a faster path to clean, safe and effectively limitless fusion energy with its compact, powerful tokamak machine called SPARC.SPARC leverages powerful high-temperature superconducting magnets and aims to be the first magnetic fusion machine in history to generate net fusion energy — more power from fusion than it takes to sustain it. That landmark achievement is known as crossing “breakeven,” and a critical milestone on the path to viable fusion energy.This partnership builds on our groundbreaking work using AI to successfully control a plasma. With academic partners at the Swiss Plasma Center at EPFL (École Polytechnique Fédérale de Lausanne), we showed that deep reinforcement learning can control the magnets of a tokamak to stabilize complex plasma shapes. To cover a wider range of physics, we developed TORAX, a fast and differentiable plasma simulator written in JAX.Now, we’re bringing that work to CFS to accelerate the timeline to deliver fusion energy to the grid. We’ve been collaborating on three key areas so far:Producing a fast, accurate, differentiable simulation of a fusion plasma.Finding the most efficient and robust path to maximizing fusion energy.Using reinforcement learning to discover novel real-time control strategies.The combination of our AI expertise with CFS’s cutting-edge hardware makes this the ideal partnership to advance foundational discoveries in fusion energy for the benefit of the worldwide research community, and ultimately, the whole world.Simulating fusion plasmaTo optimize the performance of a tokamak, we need to simulate how heat, electric current and matter flow through the core of a plasma and interact with the systems around it. Last year, we released TORAX, an open-source plasma simulator built for optimization and control, expanding the scope of physics questions we could address beyond magnetic simulation. TORAX is built in JAX, so it can run easily on both CPUs and GPUs and can smoothly integrate AI-powered models, including our own, to achieve even better performance.TORAX will help CFS teams test and refine their operating plans by running millions of virtual experiments before SPARC is even turned on. It also gives them flexibility to quickly adapt their plans once the first data arrives.This software has become a linchpin in CFS’s daily workflows, helping them understand how the plasma will behave under different conditions, saving precious time and resources.

T5Gemma: A new collection of encoder-decoder Gemma models
In the rapidly evolving landscape of large language models (LLMs), the spotlight has largely focused on the decoder-only architecture. While these models have shown impressive capabilities across a wide range of generation tasks, the classic encoder-decoder architecture, such as T5 (The Text-to-Text Transfer Transformer), remains a popular choice for many real-world applications. Encoder-decoder models often excel at summarization, translation, QA, and more due to their high inference efficiency, design flexibility, and richer encoder representation for understanding input. Nevertheless, the powerful encoder-decoder architecture has received little relative attention.Today, we revisit this architecture and introduce T5Gemma, a new collection of encoder-decoder LLMs developed by converting pretrained decoder-only models into the encoder-decoder architecture through a technique called adaptation. T5Gemma is based on the Gemma 2 framework, including adapted Gemma 2 2B and 9B models as well as a set of newly trained T5-sized models (Small, Base, Large and XL). We are excited to release pretrained and instruction-tuned T5Gemma models to the community to unlock new opportunities for research and development.From decoder-only to encoder-decoderIn T5Gemma, we ask the following question: can we build top-tier encoder-decoder models based on pretrained decoder-only models? We answer this question by exploring a technique called model adaptation. The core idea is to initialize the parameters of an encoder-decoder model using the weights of an already pretrained decoder-only model, and then further adapt them via UL2 or PrefixLM-based pre-training.
An overview of our approach, showing how we initialize a new encoder-decoder model using the parameters from a pretrained, decoder-only model.
This adaptation method is highly flexible, allowing for creative combinations of model sizes. For instance, we can pair a large encoder with a small decoder (e.g., a 9B encoder with a 2B decoder) to create an “unbalanced” model. This allows us to fine-tune the quality-efficiency trade-off for specific tasks, such as summarization, where a deep understanding of the input is more critical than the complexity of the generated output.Towards better quality-efficiency trade-offHow does T5Gemma perform?In our experiments, T5Gemma models achieve comparable or better performance than their decoder-only Gemma counterparts, nearly dominating the quality-inference efficiency pareto frontier across several benchmarks, such as SuperGLUE which measures the quality of the learned representation.
Encoder-decoder models consistently offer better performance for a given level of inference compute, leading the quality-efficiency frontier across a range of benchmarks.
This performance advantage isn’t just theoretical; it translates to real-world quality and speed too. When measuring the actual latency for GSM8K (math reasoning), T5Gemma provided a clear win. For example, T5Gemma 9B-9B achieves higher accuracy than Gemma 2 9B but with a similar latency. Even more impressively, T5Gemma 9B-2B delivers a significant accuracy boost over the 2B-2B model, yet its latency is nearly identical to the much smaller Gemma 2 2B model. Ultimately, these experiments showcase that encoder-decoder adaptation offers a flexible, powerful way to balance across quality and inference speed.Unlocking foundational and fine-tuned capabilitiesCould encoder-decoder LLMs have similar capabilities to decoder-only models?Yes, T5Gemma shows promising capabilities both before and after instruction tuning.After pre-training, T5Gemma achieves impressive gains on complex tasks that require reasoning. For instance, T5Gemma 9B-9B scores over 9 points higher on GSM8K (math reasoning) and 4 points higher on DROP (reading comprehension) than the original Gemma 2 9B model. This pattern demonstrates that the encoder-decoder architecture, when initialized via adaptation, has the potential to create a more capable, performant foundational model.
Detailed results for pretrained models, illustrating how adapted models have significant gains on several reasoning-intensive benchmarks compared to decoder-only Gemma 2.
These foundational improvements from pre-training set the stage for even more dramatic gains after instruction tuning. For example, comparing Gemma 2 IT to T5Gemma IT, the performance gap widens significantly across the board. T5Gemma 2B-2B IT sees its MMLU score jump by nearly 12 points over the Gemma 2 2B, and its GSM8K score increases from 58.0% to 70.7%. The adapted architecture not only potentially provides a better starting point but also responds more effectively to instruction-tuning, ultimately leading to a substantially more capable and helpful final model.
Detailed results for fine-tuned + RLHFed models, illustrating the capabilities of post-training to significantly amplify the performance advantages of the encoder-decoder architecture.
Explore our models: Releasing T5Gemma checkpointsWe’re very excited to present this new method of building powerful, general purpose encoder-decoder models by adapting from pretrained decoder-only LLMs like Gemma 2. To help accelerate further research and allow the community to build on this work, we are excited to release a suite of our T5Gemma checkpoints.The release includes:Multiple Sizes: Checkpoints for T5-sized models (Small, Base, Large, and XL), the Gemma 2-based models (2B and 9B), as well as an additional model in between T5 Large and T5 XL.Multiple Variants: Pretrained and instruction-tuned models.Flexible Configurations: A powerful and efficient unbalanced 9B-2B checkpoint to explore the trade-offs between encoder and decoder size.Different Training Objectives: Models trained with either PrefixLM or UL2 objectives to provide either state-of-the-art generative performance or representation quality.We hope these checkpoints will provide a valuable resource for investigating model architecture, efficiency, and performance.Getting started with T5GemmaWe can’t wait to see what you build with T5Gemma. Please see the following links for more information:Learn about the research behind this project by reading the paper.Explore the models capabilities or fine-tune them for your own use cases with the Colab notebook.
Exploring the context of online images with Backstory
AcknowledgementsWe would like to thank Zoubin Ghahramani, Helen King, Rahul Sukthankar, Raia Hadsell, and Chandu Thota for their leadership and support.This work was done thanks to the contributions of Mevan Babakar, Hannah Forbes-Pollard, Nikki Hariri, Thomas Leung, Nick Dufour, Ben Usman, Min Ma, Steve Pucci, Spudde Childs, Kate Harrison, Alanna Slocum, Reza Aghajani, Sri Rajendran, Alexey Vorobyov, Ashley Eden, Rishub Jain, Stephanie Chan, Sophie Bridgers, Michiel Bakker, Sures Kumar Thoddu Srinivasan, Tesh Goyal, and Ashish Chaudhary.We would also like to thank Kent Walker, Camino Rojo, Clement Wolf, J.D. Velazquez, Tom Lue, Ndidi Elue, Rachel Stigler, M.H. Tessler, Ricardo Prada, William Isaac, Tom Stepleton, Zoe Darme, Gail Kent, Vincent Ryan, Aaron Donsbach, Abhishek Bapna, Verena Rieser, Christian Plagemann, Anca Dragan, Joelle Barral, Edward Grefenstette, Sara Mahdavi, Sven Gowal, Florian Stimberg, Christopher Savcak, Allison Garcia, Eve Novakovic, Armin Senoner, Arielle Bier, and the greater Google DeepMind and Google teams for their support, help, and feedback.
Advanced version of Gemini with Deep Think officially achieves gold-medal standard at the International Mathematical Olympiad
AcknowledgementsWe thank the International Mathematical Olympiad organization for their support.This project was a large-scale collaboration, and its success is due to the combined efforts of many individuals and teams. Thang Luong led the overall technical direction for IMO 2025 effort and co-led with Edward Lockhart on the overall coordination.The leads and key contributors of the IMO 2025 team are the following; Dawsen Hwang, Junehyuk Jung, Jonathan Lee, Nate Kushman, Pol Moreno, Yi Tay, Lei Yu, Golnaz Ghiasi, Garrett Bingham, Lalit Jain, Vincent Cohen-Addad and Theophane Weber, Ankesh Anand, Steven Zheng, Vinh Tran, Vinay Ramasesh, Andreas Kirsch, Jieming Mao, Zicheng Xu, Wilfried Bounsi, Vahab Mirrokni, Hoang Nguyen, Fred Zhang, Mahan Malihi, Yangsibo Huang, Yuri Chervonyi, Trieu Trinh, Junsu Kim, Mirek Olšák, Marcelo Menegali, Xiaomeng Yang, Richard Song, Miklós Z. Horváth, Aja Huang, Goran Žužić.The advanced Gemini model with Deep Think for IMO was built on foundational research from the Deep Think team with sponsorship of the GDM Thinking area, and corresponding post-training efforts including; Archit Sharma, Shubha Raghvendra, Tong He, Pei Sun, Tianhe (Kevin) Yu, Eric Ni, Siamak Shakeri, Hanzhao (Maggie) Lin, Cosmo Du, Sid Lall, Le Hou, Yuan Zhang, Yujing Zhang, Yong Cheng, Luheng He, and Chenxi Liu.This effort was advised by Quoc Le and Pushmeet Kohli, with program management from Kristen Chiafullo and Alex Goldin.We’d also like to thank our experts for providing data and evaluations: Insuk Seo (lead), Jiwon Kang, Donghyun Kim, Junsu Kim, Jimin Kim, Seongbin Jeon, Yoonho Na, Seunghwan Lee, Jihoo Lee, Younghun Jo, Yongsuk Hur, Seongjae Park, Kyuhyeon Choi, Minkyu Choi, Su-Hyeok Moon, Seojin Kim, Yueun Lee, Taehun Kim, Jeeho Ryu, Seungwoo Lee, Dain Kim, Sanha Lee, Hyunwoo Choi, Aiden Jung, Youngbeom Jin, Jeonghyun Ahn, Junhwi Bae, Gyumin Kim, Nam Dung Tran, Quoc Ba Can Vo, Van Huyen Nguyen, Tuan Anh Nguyen, Thanh Dat Vo, Nguyen Nam Hung Tran, Van Khai Luong, Son Vu, Son Tra Dao, Dai Dinh Phong Tran, Thanh Dat Le, Cheng-Chiang Tsai, Kari Ragnarsson, Kiat Chuan Tan, Yahya Tabesh, Hamed Mahdavi, Azin Nazari, Chu-Lan Kao, Steven Creech, Tony Feng, Daogao Liu, and Ciprian Manolescu.Further thanks to the following people for support, collaboration, and advice; Omer Levy, Timothy Lillicrap, Jack Rae, Yifeng Lu, Heng-tze Cheng, Denny Zhou, Ed Chi, Vahab Mirrokni, Tulsee Doshi, Madhavi Sewak, Melvin Johnson, Fernando Pereira, Benoit Schillings, Koray Kavukcuoglu, Oriol Vinyals, Jeff Dean, Demis Hassabis, Sergey Brin, Jessica Lo, Sajjad Zafar, Tom Simpson, Jane Labanowski, Andy Forbes, Sean Nakamoto, Jonathan Lai, Fabian Pedregosa, Samuel Albanie, Alex Zhai, Sara Javanmardi, Divy Thakkar, YaGuang Li, Nigamaa Nayakanti, Chenjie Gu, Chenkai Kuang, Swaroop Mishra, Filipe Miguel de Almeida, Silvio Lattanzi, Ashkan Norouzi Fard, Tal Schuster, Ziwei Ji, Honglu Fan, Xuezhi Wang, Aditi Mavalankar, Tom Schaul, Rosemary Ke, Xiangzhuo Ding, Adam Brown, Emanuel Taropa, Charlie Chen, Joe Stanton, Cip Baetu, Alvin Abdagic, Federico Lebron, Ioana Mihailescu, Soheil Hassas Yeganeh, Ashish Shenoy, and Minh GiangFinally, we thank Prof Gregor Dolinar from the IMO Board for the support and endorsement.The IMO have confirmed that our submitted answers are complete and correct solutions. It is important to note that their review does not extend to validating our system, processes, or underlying model (see more).

Major LNG Players Skip Qatar Conference
Some of the liquefied natural gas industry’s biggest companies are skipping a key conference in Qatar due to fears that simmering US-Iran tensions could still erupt into a regional conflict. Several buyers from Japan — the world’s second largest LNG importer — are opting not to take part because of safety concerns. Tokyo Gas Co. decided not to attend, according to the company spokesperson on Monday. Osaka Gas Co. and Saibu Gas Holdings Co. made the same decision for similar reasons, company spokespeople said. US President Donald Trump said he anticipates talks with Iran in the coming days, while Iranian leader Masoud Pezeshkian ordered negotiations with Washington to begin “within the framework of the nuclear issue.” Washington has warned of possible military action if Tehran fails to reach an agreement to curb its nuclear program. The LNG 2026 gathering is scheduled to run through Feb. 5, with about 16,000 trade visitors and 4,000 conference delegates, according to the event’s website. Speakers include Global Chief Executive Officer and Chair of Jera Co. Yukio Kani, President of QatarEnergy Saad Bin Sherida Al-Kaabi and executives from oil majors like ExxonMobil Corp., Shell Plc and ConocoPhillips. Several European LNG importers, along with at least one supplier, will also skip the conference or have opted to send smaller delegations, according to people with knowledge of the matter. Commonwealth LNG, which is developing a US export project, canceled its reception during the conference and cut back on its delegates, the people said, who asked not to be named as they aren’t authorized to speak to the media. The company declined to comment. Venture Global Inc., a major US LNG supplier, will have a reduced presence at the conference “due to security concerns in the region and out of an abundance of caution,” it said in a statement. Japan’s biggest utility

Trump Eyes Iran Nuclear Deal
(Update) February 2, 2026, 10:23 PM GMT: Article updated. US President Donald Trump said he anticipated talks with Iran over a new nuclear deal in the coming days, building on a flurry of diplomatic activity aimed at averting war between the two countries. “We have ships heading to Iran right now, big ones, biggest and the best, and we have talks going on with Iran,” Trump told reporters Monday in the Oval Office. “If we can work something out that’d be great, and if we can’t, probably bad things would happen,” he continued. Iranian President Masoud Pezeshkian ordered the start of negotiations with Washington “within the framework of the nuclear issue,” Iran’s semi-official Fars news service reported Monday, citing a government source. Talks could include senior officials from both countries such as US envoy Steve Witkoff and Iranian Foreign Minister Abbas Araghchi, the Tasnim news service said, citing a source it didn’t identify. “We’re ready for diplomacy, but they must understand that diplomacy is not compatible with threats, intimidation or pressure,” Araghchi said on state TV. “We will remain steadfast on this path and hope to see its results soon.” Multiple countries in the Middle East have been acting as intermediaries between Tehran and Washington, according to Esmail Baghaei, a spokesman for Iran’s foreign ministry. No time or location for an initial meeting has been set, Tasnim said, while details of what would be discussed remain unclear, such as whether the US would push for the Islamic Republic to end uranium enrichment. Iran’s priority in new talks will be sanctions relief and Tehran is “realistic” in its approach, Baghaei said. The developments underline the international effort to ease Middle East tensions as Trump threatens Iran with military action if it doesn’t reach an agreement to curb its nuclear program.

Microbes could extract the metal needed for cleantech
In a pine forest on Michigan’s Upper Peninsula, the only active nickel mine in the US is nearing the end of its life. At a time when carmakers want the metal for electric-vehicle batteries, nickel concentration at Eagle Mine is falling and could soon drop too low to warrant digging. But earlier this year, the mine’s owner started testing a new process that could eke out a bit more nickel. In a pair of shipping containers recently installed at the mine’s mill, a fermentation-derived broth developed by the startup Allonnia is mixed with concentrated ore to capture and remove impurities. The process allows nickel production from lower-quality ore. Kent Sorenson, Allonnia’s chief technology officer, says this approach could help companies continue operating sites that, like Eagle Mine, have burned through their best ore. “The low-hanging fruit is to keep mining the mines that we have,” he says. Demand for nickel, copper, and rare earth elements is rapidly increasing amid the explosive growth of metal-intensive data centers, electric cars, and renewable energy projects. But producing these metals is becoming harder and more expensive because miners have already exploited the best resources. Like the age-old technique of rolling up the end of a toothpaste tube, Allonnia’s broth is one of a number of ways that biotechnology could help miners squeeze more metal out of aging mines, mediocre ore, or piles of waste.
The mining industry has intentionally seeded copper ore with microbes for decades. At current copper bioleaching sites, miners pile crushed copper ore into heaps and add sulfuric acid. Acid-loving bacteria like Acidithiobacillus ferrooxidans colonize the mound. A chemical the organisms produce breaks the bond between sulfur and copper molecules to liberate the metal. Until now, beyond maintaining the acidity and blowing air into the heap, there wasn’t much more miners could do to encourage microbial growth. But Elizabeth Dennett, CEO of the startup Endolith, says the decreasing cost of genetic tools is making it possible to manage the communities of microbes in a heap more actively. “The technology we’re using now didn’t exist a few years ago,” she says.
Endolith analyzes bits of DNA and RNA in the copper-rich liquid that flows out of an ore heap to characterize the microbes living inside. Combined with a suite of chemical analyses, the information helps the company determine which microbes to sprinkle on a heap to optimize extraction. Endolith scientists use columns filled with copper ore to test the firm’s method of actively managing microbes in the ore to increase metal extraction. In lab tests on ore from the mining firm BHP, Endolith’s active techniques outperformed passive bioleaching approaches. In November, the company raised $16.5 million to move from its Denver lab to heaps in active mines. Despite these promising early results, Corale Brierley, an engineer who has worked on metal bioleaching systems since the 1970s, questions whether companies like Endolith that add additional microbes to ore will successfully translate their processes to commercial scales. “What guarantees are you going to give the company that those organisms will actually grow?” Brierley asks. Big mining firms that have already optimized every hose, nut, and bolt in their process won’t be easy to convince either, says Diana Rasner, an analyst covering mining technology for the research firm Cleantech Group. “They are acutely aware of what it takes to scale these technologies because they know the industry,” she says. “They’ll be your biggest supporters, but they’re going to be your biggest critics.” In addition to technical challenges, Rasner points out that venture-capital-backed biotechnology startups will struggle to deliver the quick returns their investors seek. Mining companies want lots of data before adopting a new process, which could take years of testing to compile. “This is not software,” Rasner says. Nuton, a subsidiary of the mining giant Rio Tinto, is a good example. The company has been working for decades on a copper bioleaching process that uses a blend of archaea and bacteria strains, plus some chemical additives. But it started demonstrating the technology only late last year, at a mine in Arizona. Nuton is testing an improved bioleaching process at Gunnison Copper’s Johnson Camp mine in Arizona. While Endolith and Nuton use naturally occurring microbes, the startup 1849 is hoping to achieve a bigger performance boost by genetically engineering microbes.
“You can do what mining companies have traditionally done,” says CEO Jai Padmakumar. “Or you can try to take the moonshot bet and engineer them. If you get that, you have a huge win.” Genetic engineering would allow 1849 to tailor its microbes to the specific challenges facing a customer. But engineering organisms can also make them harder to grow, warns Buz Barstow, a Cornell University microbiologist who studies applications for biotechnology in mining. Other companies are trying to avoid that trade-off by applying the products of microbial fermentation, rather than live organisms. Alta Resource Technologies, which closed a $28 million investment round in December, is engineering microbes that make proteins capable of extracting and separating rare earth elements. Similarly, the startup REEgen, based in Ithaca, New York, relies on the organic acids produced by an engineered strain of Gluconobacter oxydans to extract rare earth elements from ore and from waste materials like metal recycling slag, coal ash, or old electronics. “The microbes are the manufacturing,” says CEO Alexa Schmitz, an alumna of Barstow’s lab. To make a dent in the growing demand for metal, this new wave of biotechnologies will have to go beyond copper and gold, says Barstow. In 2024, he started a project to map out genes that could be useful for extracting and separating a wider range of metals. Even with the challenges ahead, he says, biotechnology has the potential to transform mining the way fracking changed natural gas. “Biomining is one of these areas where the need … is big enough,” he says. The challenge will be moving fast enough to keep up with growing demand.

How to unlock a tidal wave at the grid edge
Grid infrastructure has been in the spotlight for years, even before the AI-driven data center boom we’ve had headlines of long interconnection queues for both demand and generation. Now it is a mainstream (and bipartisan) issue as politicians grapple with the need to serve a growing electricity demand without landing consumers with even higher bills. International competitiveness depends on the power sector being able to create capacity, fast. A new paradigm for grid operators emerges given the flat electricity demand the United States has experienced in recent decades. Expanding grid capacity, across both generation and network infrastructure, is required throughout the system. However, the greatest opportunity lies at the lowest rung: the low-voltage distribution network. According to research by Capgemini, global average utilization of transmission networks sits around 40 to 50%, while distribution networks operate at under 10%. This is because the lower down the network, the less actively it has been managed. A mass deployment of resources at the grid edge has outsized potential to unlock latent capacity and cascade benefits right through the network. A more traditional approach of just building more physical network capacity (e.g. transformers and cables) at the distribution level would continue the trend of rising bills and take far longer to mobilize. In a capacity-constrained paradigm, we should look to maximize the potential of every interconnection point. If lithium-ion continues its track record of cost declines, the business case pencils just about anywhere the install can be done efficiently. In this paradigm, any time PV is deployed without a battery is a great missed opportunity. One of the biggest barriers to this model is red tape. At the residential level, permitting and export approval for solar and battery installations can take many months. As a result, permissionless hardware is gaining traction, for example, over

Oil Closes Sharply Lower as Iran Risk Fades
Oil fell sharply as geopolitical risk premiums faded after US President Donald Trump said Washington is talking with Iran, while a broader commodities selloff exacerbated the slide. West Texas Intermediate plummeted 4.7% to settle near $62 a barrel, the biggest loss since June, while Brent futures also nosedived. Trump downplayed Iran supreme leader Ayatollah Ali Khamenei’s threats of a regional war over the weekend, reiterating he’s hopeful they’ll make a deal. The Islamic Republic’s foreign ministry said it hopes diplomatic efforts will avert a war. White House envoy Steve Witkoff and Iranian Foreign Minister Abbas Araghchi are set to meet in Istanbul on Friday, Axios reported, citing two people familiar with the matter. “The move lower looks more like a positioning reset than a fundamental shift,” said Haris Khurshid, chief investment officer at Karobaar Capital LP. “With no new supply shock, oil is giving back some risk premium as the market recalibrates after pricing in near-term disruption that just didn’t materialize.” Crude was also hit as commodities, particularly metals, came under intense selling pressure. Gold fell as much as 10%, and copper at one point dropped more than 5% as they continued a retreat that started on Friday. The precipitous drop comes on the back of WTI’s biggest monthly increase since 2023, supported by broad-based flows into commodities during the same period. The prospect of conflict with Iran and pockets of supply disruption led to a surprisingly tight first month of the year. Still, the wider backdrop is one of elevated supplies, particularly in the first half of 2026. At current prices, the sharp reversal will trigger selling from trend-following commodity trading advisors, according to James Taylor, head of the quant service at consultant Energy Aspects. More selling would come if Brent falls below $65 a barrel, he added, noting

What we’ve been getting wrong about AI’s truth crisis
This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here. What would it take to convince you that the era of truth decay we were long warned about—where AI content dupes us, shapes our beliefs even when we catch the lie, and erodes societal trust in the process—is now here? A story I published last week pushed me over the edge. It also made me realize that the tools we were sold as a cure for this crisis are failing miserably. On Thursday, I reported the first confirmation that the US Department of Homeland Security, which houses immigration agencies, is using AI video generators from Google and Adobe to make content that it shares with the public. The news comes as immigration agencies have flooded social media with content to support President Trump’s mass deportation agenda—some of which appears to be made with AI (like a video about “Christmas after mass deportations”). But I received two types of reactions from readers that may explain just as much about the epistemic crisis we’re in.
One was from people who weren’t surprised, because on January 22 the White House had posted a digitally altered photo of a woman arrested at an ICE protest, one that made her appear hysterical and in tears. Kaelan Dorr, the White House’s deputy communications director, did not respond to questions about whether the White House altered the photo but wrote, “The memes will continue.” The second was from readers who saw no point in reporting that DHS was using AI to edit content shared with the public, because news outlets were apparently doing the same. They pointed to the fact that the news network MS Now (formerly MSNBC) shared an image of Alex Pretti that was AI-edited and appeared to make him look more handsome, a fact that led to many viral clips this week, including one from Joe Rogan’s podcast. Fight fire with fire, in other words? A spokesperson for MS Now told Snopes that the news outlet aired the image without knowing it was edited.
There is no reason to collapse these two cases of altered content into the same category, or to read them as evidence that truth no longer matters. One involved the US government sharing a clearly altered photo with the public and declining to answer whether it was intentionally manipulated; the other involved a news outlet airing a photo it should have known was altered but taking some steps to disclose the mistake. What these reactions reveal instead is a flaw in how we were collectively preparing for this moment. Warnings about the AI truth crisis revolved around a core thesis: that not being able to tell what is real will destroy us, so we need tools to independently verify the truth. My two grim takeaways are that these tools are failing, and that while vetting the truth remains essential, it is no longer capable on its own of producing the societal trust we were promised. For example, there was plenty of hype in 2024 about the Content Authenticity Initiative, cofounded by Adobe and adopted by major tech companies, which would attach labels to content disclosing when it was made, by whom, and whether AI was involved. But even Adobe itself applies these labels only when the content is entirely AI generated rather than partially so. And platforms like X, where the altered arrest photo was posted, can strip content of such labels anyway (a note that the photo was altered was added by users). Platforms can also simply not choose to show the label; indeed, when Adobe launched the initiative, it noted that the Pentagon’s website for sharing official images, DVIDS, would display the labels to prove authenticity, but a review of the website today shows no such labels. Noticing how much traction the White House’s photo got even after it was shown to be AI-altered, I was struck by the findings of a very relevant new paper published in the journal Communications Psychology. In the study, participants watched a deepfake “confession” to a crime, and the researchers found that even when they were told explicitly that the evidence was fake, participants relied on it when judging an individual’s guilt. In other words, even when people learn that the content they’re looking at is entirely fake, they remain emotionally swayed by it. “Transparency helps, but it isn’t enough on its own,” the disinformation expert Christopher Nehring wrote recently about the study’s findings. “We have to develop a new masterplan of what to do about deepfakes.” AI tools to generate and edit content are getting more advanced, easier to operate, and cheaper to run—all reasons why the US government is increasingly paying to use them. We were well warned of this, but we responded by preparing for a world in which the main danger was confusion. What we’re entering instead is a world in which influence survives exposure, doubt is easily weaponized, and establishing the truth does not serve as a reset button. And the defenders of truth are already trailing way behind.
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