Energy · Water · Strategic infrastructure
Explore Gabriel Collins’s presentations, research, and data on the physical systems shaping economic and national security.
Research directory · All publications · Papers and original sources
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Data Centers & AI
Cooling, electricity, water demand, disclosure, and the physical requirements of AI.
Energy Security
Power systems, oil and gas, strategic supply, and infrastructure resilience.
Water & Food
Water infrastructure, agricultural demands, and the relationship between energy and resource security.
China & Geoeconomics
Strategic competition, industrial capacity, corporate exposure, and economic power.
Featured presentations
Presentation · 30 slides · Presented 17 September 2026
Powering and Cooling the AI Boom in the United States
Read the findings on electricity demand, cooling choices, and local water conditions, with the original slides and source material.
Presentation · 27 slides · Presented 26 August 2026
Are Data Centers Just Another Industrial Asset?
Compare industrial expansion, site requirements, and practical choices facing communities and developers.
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Latest analysis
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The Economics of Moving Oil Through Hormuz Now Resemble Cocaine Smuggling
What does moving over 10 million barrels per day at a freight cost of nearly $40/barrel mean strategically? Syndicated from: Gabriel Collins, “The Economics of Moving Oil Through Hormuz Now…
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Electricity Powers National Security—Can America’s Grid Meet the Moment?
Game manager quarterbacks will have to learn the “no huddle” offense Syndicated from Gabriel Collins, “Electricity Powers National Security—Can America’s Grid Meet the Moment?,” The Sinews of Civilization, Substack, 2…
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Slower Starlink Equals Longer War in Ukraine
Want escalation, accelerated deployment of autonomous AI weapons, and erosion of US defense sales? Throttling Starlink is a way to get there. The recent manipulation of Starlink service used by…
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The Cost of Chaos
Gabriel Collins examines how unpredictable foreign policy erodes trust, weakens US alliances, and undermines the enduring power of shared strategic purpose.
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The Data Center Industry Needs Its Own FracFocus-Style Transparency Initiative
Introducing ComputeFocus, a proposal for facility-level data center disclosure of electricity demand, water consumption, cooling methods, and water sources, inspired by FracFocus.
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What China and India Learned From the Last Global Energy Crisis
Explore what China and India learned from the last global energy crisis—and how those lessons shape energy security, resilience, and policy today.
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Other deep dives
Presentation · 33 slides · Presented 24 April 2025
Cross Texas Water Grid: Key Challenges and Economic Costs
Examine water delivery, pumping, financing assumptions, and alternatives in this dated analysis.
Presentation · 17 slides · 27 November 2023
Great Power Rivalry and Corporate Risk
A historical framework for exposure across markets, supply chains, personnel, and critical assets.
Explore the evidence
Energy Disruption Dashboard
Explore the source-linked energy infrastructure record and its coverage and methods.
Datacenter Disruption Dashboard
Explore reviewed disruptions affecting datacenters, cloud services, and telecommunications.
Scholarly publications and original publisher records · Eurasia Quarterly · About Gabriel Collins
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