Good Morning from #Germany, which has become a net importer of electricity after shutting down all of its nuclear power plants. So far this year, Germany has imported more electricity than it exported on 148 out of 203 days – that's 73% of the time. For comparison: in 2017 it was just 5 days, 11 in 2018, and 102 in 2019. This trend highlights a key vulnerability: Germany is not well prepared for the AI race, where both the availability and cost of electricity will be critical for staying competitive.