📈 Data to start your week

US energy trails China by 100 years ↑ GLP-1s cut grocery trips ↓ Drone deliveries going mainstream ↑

Hi all,

Here’s your Monday round-up of data driving conversations this week in less than 250 words.

Let’s go!

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1. Power is the moat ↑ OpenAI and SoftBank are putting a combined $1 billion into SB Energy¹, which will secure purpose-built data centers to scale OpenAI’s compute. (See SNL#556).

2. Renewable gap ↑ At today’s build rates, China is on track to reach 100% renewables by 2051. The US by 2148 unless it solves permitting, grid build-out and siting.

   

3. Battery build-out ↑ Also, China commissioned more than 65 GWh of grid-scale battery storage in December alone – over 15 GWh more than the US added in all of 2025.