Energy
777 Threads
"Plug, baby, plug!" That's what Macron declared at today's AI Summit in Paris. While the US says "drill baby drill," France has a different plan: Here are 5 HUGE announcements f...
@pretentiouswhat Kazatomprom warned delivery to Europe is getting too difficult & China is willing to buy everything they produce See below for transport routes to EU/US. W/ curren...
Fisher Investments on Energy is a fantastic book for investors entering the Energy space. It breaks down the industry into its 5 main sub-sectors and covers the most important dri...
A tiny country has become one of India's most exciting relationships Its massive oil reserves are set to make it one of the world's richest countries It has a 350,000+ Indian dia...
**Ahem** Remember, "watch Mexico"? https://t.co/bjI049jnZI
India embracing solar: โA 5kwย solar unit, sufficient to power most homes, costs at least 250,000 rupees, or about $3,000. And yet the average monthly household electricity bill in...
I have not merely told you so, I couldn't shut up about it for years. It's an EV with sodium ion batteries. The capacity of 25 kWh is not huge, but the regular capacity of this mo...
One thing is clear. Like Mariupol before it, and Soledar, and all the other towns Russia has taken, Artemovsk (Bakhmut) is never going back to Ukraine once Russia takes it, whenev...
#CNBCTV18Exclusive | Good & timely move by the #government to invoke Section 11 of #Electricity Act. We should be able to supply 3,200 MW of #power. #Coal prices that rose to $300...
๐ท๐บ๐บ๐ฆ๐ฉ๐ช๐งต The Conflict in Ukraine will cost Germany 160 billion euros by the end of the year - Reuters At the end of 2023, the German authorities expect the country's GDP to decline...
1/ With the recent electricity tariff increase, it seems likely the CEB's cashflow is now at least neutral. Wrote a piece about this, why it was likely unavoidable, and what financ...
"China now has enough wind and solar to power every home" That's not right on two levels - both the math, but also conceptually. Kind of a good Brandolini's Law example - explain...
This thread, despite being written in the sneering, dismissive tone typical of Breakthrough Institute people, does provide some interesting additional information about how coal is...
This article by @Noahpinion amused me. It seeks to explain why China can't quit coal energy, and is adding renewables on top of coal rather than retiring coal. But it's a surface...
Seymour Hersh warned the U.S. of the colossal consequences of undermining the Nord Stream and Nord Stream 2 pipelines because these actions were directed against the interests of E...
In the future,๐ช๐ฌEgypt could play a much larger role as a gas exporter in the Eastern Mediterranean Sea. The country's vast resources appeal to๐ช๐บEU countries, and several announceme...
Exactly 40 years before the U.S. blew up the #Nordstream pipelines, the CIA blew up another pipeline carrying natural gas from #Russia to #Europe. This thread is about the Trans-...
Apar Industries Ltd conducted their Q3 FY23 earnings conference call on 31st January 2023 Here are the key highlights ๐๐ป๐๐ป๐๐ป https://t.co/CAD8B63HgV
Likhitha Infrastructure Ltd. Mcap: โน 1020 Cr. 10Yrs Sales CAGR: 24% 10Yrs PAT CAGR: 43% 10Yrs ROE: 28% Co is engaged in the business of Pipeline Laying by providing comprehens...
Here is my take on this analysis as far as the USA goes--Nuclear Power died in the 1970s because of almost free Powder River Basin Coal, not because of Greens. But Greens have succ...
Interesting thread pushing back against the common belief that regulation killed nuclear power back in the 80s. https://t.co/a6l4hI9E55
China was about to become the king of the EV industry But India just changed the game! 2 days ago we found one of the largest Lithium reserves in the world in Jammu & Kashmir He...
Praj Industries Ltd. Mcap: โน 6851 Cr. 5Yrs Sales CAGR: 21% 5Yrs PAT CAGR: 27% Co began as a supplier of an ethanol plant, today it is a global company providing various solutio...
Lithium and Geopolitics (Thread) This thread will answer following questions - Why Lithium is called White Petroleum - How Lithium will change Geopolitics - Significance of disco...
