DailySand tracks power infrastructure across AI, semiconductor infrastructure, capital markets, and critical minerals supply chains. Below are curated source items and daily digests where power infrastructure appears in today's cross-sector intelligence briefing.
3 items across 3 digests
The U.S. Trade and Development Agency signed an agreement with Anzana Electric Group to fund a feasibility study for hydropower expansion and electricity distribution upgrades across the Lualaba province of the Democratic Republic of Congo and North-Western Zambia as part of the Lobito Corridor initiative. This infrastructure investment targets the strategic logistics route essential for diversifying critical mineral supply chains away from concentrated geographic risk.
Read original →TSX-listed Allied Gold has successfully connected its Kurmuk gold mine in Ethiopia to the national electricity grid and commenced ore processing through its crushing circuit, marking major operational progress toward mine start-up. The infrastructure milestone reduces development risk and positions the mine to begin commercial production, adding Ethiopian gold supply to global markets.
Read original →Fervo Energy is developing an enhanced geothermal project in Utah to meet rising U.S. power demand driven by the data center boom. This project addresses a critical supply chain bottleneck—power availability—that constrains AI and cloud infrastructure expansion.
Read original →
DailySand