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A comment on The AI trade now runs on borrowed money, and the lenders are repricing it. Parent comment

Re:The AI trade now runs on borrowed money, and the lenders ... by eru on Friday July 31, 2026 @01:52AM (#49119456)
How does constant warfare subsidise oil? In case you haven't noticed: both the latest US-vs-Iran war and Russia-vs-Ukraine war have made oil and gas a lot more expensive than the peaceful counterfactual.
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Re:The AI trade now runs on borrowed money, and the lenders ... by tehjoker on Sunday August 02, 2026 @09:56PM (#49150361)
That's because they fucked up. I don't know where you've been but we have been dominating oil markets since the end of WW2. The dollar is sometimes called the "petrodollar" because we shifted from a gold basis to a petrol exchange basis. The latest fuck ups may signal the beginning of the end.
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