Weekend Reads: Tanker war's human toll, China rapprochement and chip-onomics

By Anna Szymanski

Nov 13 (Reuters) - Looking for inspiration? Every Friday, Weekend Reads rounds up what the Reuters Open Interest team has been reading, watching and listening to.

This week's picks include the hidden casualties of the Hormuz clashes, the China pull, and the trillion-dollar question hanging over Anthropic's public debut.

This weekend, we're reading...

RON BOUSSO, ROI Energy Columnist: This Reuters report lays bare the human toll of the tanker war raging in the Strait of Hormuz since the start of the Iran war. It is too easy to forget the human tragedy behind the nine-month conflict.

CLYDE RUSSELL, ROI Asia Commodities and Energy Columnist: This report by the International Energy Agency on electrification in Southeast Asia argues that the fast-growing region should accelerate the energy transition to bolster energy security and lower costs.

GAVIN MAGUIRE, ROI Global Energy Transition Columnist: The Oxford Institute for Energy Studies' report "Who Chooses How Much Energy Security to Buy?" examines an important question for societies in an era of heightened geopolitical tensions and frequent energy shocks.

We're listening to...

JAMIE MCGEEVER, ROI Markets Columnist: If you want to get your cost of funding down, you have to get inflation down. And if you want to get inflation down, you have no choice but to embrace China. So says Louis-Vincent Gave, co-founder and CEO of research and investment firm Gavekal, in a wide-ranging interview on the Capital Thesis Podcast. Gave argues that the structural challenges facing Western economies make a rapprochement with deflation-exporting China inevitable.

And we're watching...

MIKE DOLAN, ROI Finance & Markets Columnist: AI may be the world's biggest investment story, but no one really knows how to value it. I joined Reuters Econ World host Carmel Crimmins to unpack the economics of AI as Anthropic prepares to become the first frontier AI lab to go public.

Opinions expressed are those of the authors. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.