Goldman Sachs reveals US power sector maintains $2T investment resilience (2023-2032) despite OBBBA's $600B green incentive cuts. AI/data center demand drives 2.5% annual electricity growth, green reliability premium rises to $48/MWh. Key insight: reliability imperatives outweigh policy dependence, while 510K workforce gap emerges as critical constraint.

Goldman Sachs latest research reveals global diesel inventories down 10-15% YoY to second-lowest post-pandemic levels. While current margins expected to moderate from extreme highs, they'll stabilize $10/barrel above pre-pandemic averages. Three key drivers: accelerated European refinery closures, China's policy-driven diesel output decline of 0.3mb/d, and constrained heavy crude supply. NY Harbor heating oil margin forecast raised to $28/barrel for H2 2025, with refining capacity additions slowing dramatically from 1.2mb/d to 0.5mb/d, supporting structural tightness in diesel markets.

Fed HQ renovation costs soared from $1.9B to $2.5B, Trump pressures rate cuts. Intel cuts 15% workforce pivoting to AI chips, Tesla profits drop 16% betting on autonomy. US collected $55B tariffs mainly absorbed by companies, GM reports billions in losses. July PMI rose to 54.6 showing resilience, but manufacturing contracted first time, real estate weakened. LVMH profits fell 22% lobbying trade deals.