📍 London. JP Morgan. Why Ukraine is the "water in the desert" the world will soon fight over.
- Редакція Energy Nation
- Feb 24
- 6 min read
JP Morgan manages over $4.6 trillion in assets. I did the math — that's 1.7 trillion bowls of borscht. Enough to feed all of humanity every day for 7 months. But we weren't talking about borscht.
We were talking about why Ukraine is the resource the world is about to scramble for.
London. 48 hours non-stop.
The most important negotiations of my life started with: "Would you like some tea?"
JP Morgan is the world's largest bank by market cap. $4.6 trillion in assets under management. Net profit in 2025 — $57 billion. More than Ukraine's entire state budget. Conspiracy theorists blame them for every problem on the planet. In reality they're just people who operate with numbers that would give a regular calculator a nervous breakdown.
Saudi Aramco was next on my schedule. Revenue of $448 billion a year. The largest oil company on the planet with 270 billion barrels in reserves — 15 times more than ExxonMobil. The only trillion-dollar company headquartered outside the US. Conversations here aren't about millions. They're about trillions. Not about business — about the physical future of civilization.
British hospitality is strict: 4 hours of investment declarations and very strong tea. The only thing stronger than that tea in London is their conviction that the world is heading toward an "energy famine" driven by AI.
I'm here representing my fund, which is already building data centers and new energy infrastructure across Europe. But at every table I talk about our Ukrainian Economic Miracle movement. It impresses even bankers.
If anyone thinks billion-dollar investments are waiting on Khreshchatyk with a suitcase — they're not. You have to go to them. These people don't believe in slogans. They believe in usefulness and numbers.
The world is changing its rules. Globally.
I walked out of the meeting and spent 30 minutes walking in the rain trying to process what I'd heard. One question kept circling:
Do we actually understand what game the world is starting to play?
What's happening now isn't a crisis. It's a change of era.
From Apple to Android.
The old world ran on the "Apple System" — one centralized platform, one decision-making center. The US as global policeman and banker simultaneously. Strict rules. Step out of line, get punished.
That system no longer works. Physically. America can't hold every front at once — too expensive, too many battlegrounds.
Now the world is moving to the "Android System" — there's a dominant player (the US), but around it others who write their own code. Google remains, but Samsung, Xiaomi and Huawei exist too. This is a new Yalta. Except instead of two at the table — five or six.
What does this mean for us? It's an ecosystem where every player must build their own muscle or get eaten. There's no room for sentimentality in this game. There's room for infrastructure.
The numbers from yesterday's conversations.
The world has gone mad for AI. Behind it isn't just code — it's electricity and land.
Every trillion in capital is searching for three things:
LAND + COOLING + CHEAP STABLE ELECTRICITY
▪️ China built 543 GW of new energy capacity in 2024 — more than the US built across its entire history. In one year.
▪️ The US is investing $500 billion in AI infrastructure through Stargate. Trump's program — not Democrat, not Republican. A national strategy.
▪️ OpenAI will spend $600 billion on computing capacity by 2030 (Reuters, yesterday). That's 4 years of Ukraine's GDP.
▪️ Mistral AI — France's answer to ChatGPT — just invested €1.2 billion in a data center in Sweden. Capacity: 23 MW. That's €52 million per 1 MW. Remember that number.
▪️ Global energy consumption from data centers will more than double by 2030 — to 945 TWh per year.
Do you still think this is just a bubble and a game for the elite?
This isn't business. This is a new technological cycle. It will determine who is wealthy for the next 50 years. Either you're at the table — or you're on the menu.
Three countries. One fence. Who survives?
Here's what almost nobody understands.
There are only a handful of countries in the world that, if you closed them off with a fence, would survive on their own. The US. Brazil. Canada. Australia. China. Ukraine.
Egypt without imported grain — famine within a month. Japan without oil — stops within a week. Most of Europe — structurally dependent on someone else's resources.
We can feed half the world and heat the other half. Nuclear energy, grain, metals, water, technology, people, fertile land — it all exists physically, right now.
This isn't patriotic rhetoric. This is a geopolitical fact that even Ukraine itself barely understands.
So why are we poor?
We have everything — except the one thing that matters most. We're entering this historical moment without an economic model and without a strategy for even the next 10 years.
If after victory we return to what we had before — 1% GDP growth, oligarchs dividing assets, no middle class recovery — within 10 years we won't exist as an economic subject. We'll be consumed. Not by rockets. By competition.
Security isn't only guns and drones. Security is money. You cannot secure a country that is getting poorer. Full stop.
What they asked me, and what I said.
"Rockets. A data center is a target." Decentralization and underground construction (this approach was suggested by our military). Under Helsinki, inside granite rock — one of Scandinavia's largest data centers. Israel has built this way for 40 years. Ten smaller facilities across the country is a problem for the enemy that is exponentially harder than one target. This is engineering, not fantasy.
"Blackouts. They're bombing substations." Each facility runs on its own island generation. Gas turbines in safe regions — the West, the Carpathians. Independent from the main grid. This is how every serious operator works from Israel to Singapore.
"Zaporizhzhia NPP — three parties control it." While the plant is physically under Russian control it's a frozen asset. But nuclear energy is becoming a first-order geopolitical instrument again. Six reactors at Zaporizhzhia — the largest nuclear plant in Europe — is a card in a game that's already being played. One question: will Ukraine be at the table — or will it learn the outcome from the news?
"China builds faster and cheaper than anyone. Why Ukraine?" China has energy — but doesn't have access to the most advanced AI chips. US sanctions restrict NVIDIA for Beijing. Major AI companies are looking for a neutral European location outside China's orbit. Post-victory Ukraine is a US ally with cheap nuclear energy and 250,000 IT engineers. This isn't competing with China. It's an alternative for those who can't or won't go through China.
Who I am and why they listen.
They asked again: "Who stands behind you? Why do they let you into these rooms?"
Many people dream of just getting into these buildings. They spend years building careers, doing everything possible just to get through the lobby. I get invited. And honestly — my schedule means I can't always make it, which somehow makes them more interested.
They joke: "Anna, whose agent are you?" They write that I'm a CIA agent, that I work for the Rothschilds, that I'm actually an Illuminati. Friends — paid hit pieces cost about $300 and are written by bots in 15 minutes. Algorithms amplify them. People believe.
But if I were an Illuminati agent — I'd at least be flying on my own dragon, not standing in the queue at Heathrow. 😄
No, I'm not here because of the "Rothschilds" or the "CIA." Not because I'm a beautiful woman — there are millions of those.
Only God stands behind me. And 20 years of work.
I'm in these rooms because I know how to be useful. Sometimes I play violin — the Vatican, the French Senate, Saudi Arabia, the European Parliament. Sometimes it's a good deal and the right hard lobbying.
I bring a solution to a problem the old Western economy cannot solve. I'm not asking for money — I'm offering a stake in a future technological giant.
Right now I'm doing what in business is called "selling water in the desert." The world desperately needs AI. AI needs two things: enormous energy and data centers. The world is thirsty. Ukraine has what will quench that thirst.
The future has already sprouted.
While we fight, the world is building a new reality.
Either Ukraine becomes a key technological hub within a market of 1 billion consumers over the next 10 years — or we get consumed. Major investors don't invest in politicians who change every 5 years. They invest in a Nation with a 30-year strategy.
Sovereignty isn't only an army. Sovereignty is the ability to finance yourself. A poor country cannot be truly independent.
I don't believe in simply rebuilding the old. I believe in a quantum leap. If we just repair what existed before, we'll be consumed within 10 years. We need our own Roosevelt Plan — and 2,000 MW of energy underground.
We are not just surviving. We are building an economic miracle that will make China and the US take us seriously.
What three things do you think Ukraine must do first after victory? Write below.
Comments