Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

Gas turbines face big headwinds: ⚡ Manufacturing can’t keep pace w/ demand 📈 Costs doubled to $2,500/kW for 2030 delivery 🔥 Gas projected $4–$5/MMBtu next year That's why renewables + batteries, are 90% of new supply added globally. 🎧

douglewinenergy's profile picture

Doug Lewin

19,963 subscribers

15,000 görüntüleme • 11 ay önce •via X (Twitter)

Bilim & TeknolojiHaberler & PolitikaFinans
LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

There are multiple reliable energy breakthroughs underway that can actually keep up with America's demand, Energy Secretary Chris Wright tells me. He gave an inside look at the massive shifts Trump is implementing for our future: “Next-generation geothermal is coming. We got a 500-megawatt plant under construction in Utah, mining the heat underneath your feet. President Trump set aggressive agendas in May of last year to say we're going to get three next-generation nuclear reactors critical by July 4th. We had four reactors critical by July 4th and another one coming soon. We'll be getting electricity in remote areas from nuclear reactors by the end of next year, and a meaningful amount of it by 2028. We've got all sorts of gas turbines under construction. We've got [a] new pipeline to bring low-cost natural gas to communities… So there is cool stuff coming in energy technology.”
3:19

There are multiple reliable energy breakthroughs underway that can actually keep up with America's demand, Energy Secretary Chris Wright tells me. He gave an inside look at the massive shifts Trump is implementing for our future: “Next-generation geothermal is coming. We got a 500-megawatt plant under construction in Utah, mining the heat underneath your feet. President Trump set aggressive agendas in May of last year to say we're going to get three next-generation nuclear reactors critical by July 4th. We had four reactors critical by July 4th and another one coming soon. We'll be getting electricity in remote areas from nuclear reactors by the end of next year, and a meaningful amount of it by 2028. We've got all sorts of gas turbines under construction. We've got [a] new pipeline to bring low-cost natural gas to communities… So there is cool stuff coming in energy technology.”

Glenn Beck

78,018 görüntüleme • 22 gün önce

New Zealand PM Chris Luxon rejects outright the suggestion that his govt might use nuclear power. Instead, Mr Luxon wants to double the supply of “renewables”. He says nuclear would be unsuitable because of NZ’s earthquake problem. However the threat of earthquakes in Japan is pretty similar to NZ and they are expanding their nuclear energy resources. In 2023, nuclear power accounted for approximately 8.5% of Japan's electricity supply. They intend to increase this to 20-22% by 2030. Partly to reduce CO2 emissions in line with Japan’s Net Zero obligations. So why is it OK for Japan but not New Zealand? IMHO the renewables obsessed Mr Luxon and the gormless CEOs running our mainly govt owned energy generation/ transmission companies are going to send NZ industry to the wall. Leaving aside the effect constantly rising electricity prices have on the man in the street. Through grocery prices and other everyday purchases. If we leave coal, hydro, gas and geothermal aside for the sake of the argument, nuclear may or not be a viable energy option for NZ. However it can’t be any worse than the fools errand we are presently on with wind and solar.
0:54

New Zealand PM Chris Luxon rejects outright the suggestion that his govt might use nuclear power. Instead, Mr Luxon wants to double the supply of “renewables”. He says nuclear would be unsuitable because of NZ’s earthquake problem. However the threat of earthquakes in Japan is pretty similar to NZ and they are expanding their nuclear energy resources. In 2023, nuclear power accounted for approximately 8.5% of Japan's electricity supply. They intend to increase this to 20-22% by 2030. Partly to reduce CO2 emissions in line with Japan’s Net Zero obligations. So why is it OK for Japan but not New Zealand? IMHO the renewables obsessed Mr Luxon and the gormless CEOs running our mainly govt owned energy generation/ transmission companies are going to send NZ industry to the wall. Leaving aside the effect constantly rising electricity prices have on the man in the street. Through grocery prices and other everyday purchases. If we leave coal, hydro, gas and geothermal aside for the sake of the argument, nuclear may or not be a viable energy option for NZ. However it can’t be any worse than the fools errand we are presently on with wind and solar.

The Redbaiter

15,329 görüntüleme • 11 ay önce

✈️ The Iran war jet fuel shock is hitting Asia’s airlines: - 💸 Airfare prices are surging. - ⛽ Jet fuel prices have more than doubled, crushing airlines' earlier forecast of $41B in global profits for 2026. - 🔻 Flight cuts are spreading across the region -- Air New Zealand to Vietnam Airlines are trimming routes. - 🚨 Korean Air has activated “emergency management mode.” - 🛑 The Philippines president warns that grounding planes is a “distinct possibility.” - 🇨🇳 China’s move: banning jet fuel exports to secure its own supply, while its airlines expand Europe routes thanks to access to Russian airspace. - 📈 Still, China’s carriers face the same squeeze -- Colorful Guizhou Airlines disclosed airlines are hiking domestic fuel surcharges 5× starting April 5. - 📊 Air China, China Eastern, and China Southern are all bracing for a tougher year. Fuel already makes up 35–38% of their operating costs. 🌍 Why Asia is being hit the hardest: - ⚓ Iran’s closure of the Strait of Hormuz chokes off vital oil and gas supplies. - 💥 With energy routes blocked, fuel prices rise worldwide -- and airlines will pass the cost on to passengers.
1:57

✈️ The Iran war jet fuel shock is hitting Asia’s airlines: - 💸 Airfare prices are surging. - ⛽ Jet fuel prices have more than doubled, crushing airlines' earlier forecast of $41B in global profits for 2026. - 🔻 Flight cuts are spreading across the region -- Air New Zealand to Vietnam Airlines are trimming routes. - 🚨 Korean Air has activated “emergency management mode.” - 🛑 The Philippines president warns that grounding planes is a “distinct possibility.” - 🇨🇳 China’s move: banning jet fuel exports to secure its own supply, while its airlines expand Europe routes thanks to access to Russian airspace. - 📈 Still, China’s carriers face the same squeeze -- Colorful Guizhou Airlines disclosed airlines are hiking domestic fuel surcharges 5× starting April 5. - 📊 Air China, China Eastern, and China Southern are all bracing for a tougher year. Fuel already makes up 35–38% of their operating costs. 🌍 Why Asia is being hit the hardest: - ⚓ Iran’s closure of the Strait of Hormuz chokes off vital oil and gas supplies. - 💥 With energy routes blocked, fuel prices rise worldwide -- and airlines will pass the cost on to passengers.

Kristie Lu Stout✌🏽

14,512 görüntüleme • 4 ay önce

Elon Musk breaks down exactly why the energy crisis is harder to solve than people think—and why the ultimate solution is off-planet. Everyone asks, "Why not just build private power plants for data centers?" Musk drills down to the real bottleneck: it’s not just money, it’s physics and supply chains. The backlog for gas turbines is massive, specifically due to the specialized casting process required for turbine vanes and blades. You can't just wish those into existence. So, where do we go? Solar. But not just on Earth. Musk reveals that both SpaceX and Tesla are moving toward 100GW of solar cell production, with a surprising twist: Solar in space is actually cheaper to manufacture than solar on the ground. Why? • No weather = No heavy glass or framing needed. • 24/7 Sunlight = No batteries required. Musk argues that once launch costs drop, space becomes 10x cheaper and the most scalable way to "generate tokens." We are watching the infrastructure for the next era of compute being built in real-time.
2:21

Elon Musk breaks down exactly why the energy crisis is harder to solve than people think—and why the ultimate solution is off-planet. Everyone asks, "Why not just build private power plants for data centers?" Musk drills down to the real bottleneck: it’s not just money, it’s physics and supply chains. The backlog for gas turbines is massive, specifically due to the specialized casting process required for turbine vanes and blades. You can't just wish those into existence. So, where do we go? Solar. But not just on Earth. Musk reveals that both SpaceX and Tesla are moving toward 100GW of solar cell production, with a surprising twist: Solar in space is actually cheaper to manufacture than solar on the ground. Why? • No weather = No heavy glass or framing needed. • 24/7 Sunlight = No batteries required. Musk argues that once launch costs drop, space becomes 10x cheaper and the most scalable way to "generate tokens." We are watching the infrastructure for the next era of compute being built in real-time.

Ian Miles Cheong

40,081 görüntüleme • 6 ay önce

🚨BREAKING: Iran is striking major ports and oil tankers in the Middle East and this could trigger a crash in stock markets. The Strait of Hormuz is effectively blocked. Around 20 million barrels of oil per day pass through this route. Nearly 20% of global LNG exports, mainly from Qatar, also move through here. If this route stays disrupted, the impact spreads fast. 1. It could push oil toward $100–$120 per barrel. If that happens, petrol and diesel prices rise globally. Electricity costs also increase in countries that rely on gas. Airlines, logistics companies, and manufacturers all face higher fuel costs. 2. Qatar is one of the world’s largest LNG exporters. If LNG shipments are delayed or blocked, Europe and Asia face tighter gas supply. Power generation costs go up. Governments may need to use emergency reserves again. That’s why some analysts are comparing this to the 2022 energy crisis. 3. Shipping routes are being rerouted around Africa. That adds: 10–14 extra days to deliveries, higher fuel costs, and higher freight rates. Car manufacturers depend on just-in-time parts. If parts are delayed for weeks, production lines slow or temporarily stop. 4. The Gulf region exports key petrochemicals used to make fertilizer. If fertilizer supply tightens, farming costs rise and food prices increase in the coming months. This doesn’t hit instantly, but it builds over time. 5. War-risk insurance costs have reportedly jumped around 50%. For large vessels, that means hundreds of thousands of dollars in extra cost per trip. That reduces trade flow and pushes freight costs higher globally. The UAE has already shut its stock market for two days. Global markets are reacting. This is not just about oil prices moving up. It impacts energy supply, trade routes, inflation pressure, and global growth. If the disruption lasts more than a few weeks, the economic effects will compound quickly.
3:17

🚨BREAKING: Iran is striking major ports and oil tankers in the Middle East and this could trigger a crash in stock markets. The Strait of Hormuz is effectively blocked. Around 20 million barrels of oil per day pass through this route. Nearly 20% of global LNG exports, mainly from Qatar, also move through here. If this route stays disrupted, the impact spreads fast. 1. It could push oil toward $100–$120 per barrel. If that happens, petrol and diesel prices rise globally. Electricity costs also increase in countries that rely on gas. Airlines, logistics companies, and manufacturers all face higher fuel costs. 2. Qatar is one of the world’s largest LNG exporters. If LNG shipments are delayed or blocked, Europe and Asia face tighter gas supply. Power generation costs go up. Governments may need to use emergency reserves again. That’s why some analysts are comparing this to the 2022 energy crisis. 3. Shipping routes are being rerouted around Africa. That adds: 10–14 extra days to deliveries, higher fuel costs, and higher freight rates. Car manufacturers depend on just-in-time parts. If parts are delayed for weeks, production lines slow or temporarily stop. 4. The Gulf region exports key petrochemicals used to make fertilizer. If fertilizer supply tightens, farming costs rise and food prices increase in the coming months. This doesn’t hit instantly, but it builds over time. 5. War-risk insurance costs have reportedly jumped around 50%. For large vessels, that means hundreds of thousands of dollars in extra cost per trip. That reduces trade flow and pushes freight costs higher globally. The UAE has already shut its stock market for two days. Global markets are reacting. This is not just about oil prices moving up. It impacts energy supply, trade routes, inflation pressure, and global growth. If the disruption lasts more than a few weeks, the economic effects will compound quickly.

Bull Theory

1,417,400 görüntüleme • 5 ay önce

🌍 Africa holds roughly 10% of the world's proven gas reserves and could keep producing at today's rates for the next seventy years. Yet just 3% of that gas ever crosses an African border to reach another African market. That contradiction framed the opening diagnosis delivered by Acha Leke, Chairman of McKinsey Africa, on the main stage of the Africa CEO Forum Annual Summit in Kigali. ⚡ Africa is the fastest-growing gas demand region in the world, expanding five times faster than the global average, with power generation and industry alone driving 85% of that appetite. Seven countries concentrate 90% of the continent's reserves. The resource is plentiful, the demand is rising, but the plumbing connecting one to the other simply does not exist at continental scale. 🔄 Today, 34% of African gas heads to export markets, mostly as LNG bound for Europe where prices are higher and offtakers more bankable. The 63% that stays domestic sounds reassuring until you notice it is concentrated in just four countries: Algeria, Nigeria, Egypt and Libya. Look at the continent's pipeline map and the verdict is plain. African gas infrastructure has been engineered to leave the continent, not to circulate within it. 🏗️ Leke's prescription lands squarely on the New Deal the Forum has been pushing since day one. Credible offtakers in the power sector, blended capital pooling DFIs, national development banks, governments and private financiers, regulatory harmonisation under the AfCFTA banner, and the political resolve to underwrite cross-border infrastructure for the long haul. Without that combined push, production costs sitting 25% above the global average will keep tilting the economics towards exports. 🇷🇼 The question Kigali keeps returning to is unavoidable. Who will power Africa, with African gas, for African industries, and on what terms? Follow the discussion live! #ACF2026 #AfricaCEOForum
4:14

🌍 Africa holds roughly 10% of the world's proven gas reserves and could keep producing at today's rates for the next seventy years. Yet just 3% of that gas ever crosses an African border to reach another African market. That contradiction framed the opening diagnosis delivered by Acha Leke, Chairman of McKinsey Africa, on the main stage of the Africa CEO Forum Annual Summit in Kigali. ⚡ Africa is the fastest-growing gas demand region in the world, expanding five times faster than the global average, with power generation and industry alone driving 85% of that appetite. Seven countries concentrate 90% of the continent's reserves. The resource is plentiful, the demand is rising, but the plumbing connecting one to the other simply does not exist at continental scale. 🔄 Today, 34% of African gas heads to export markets, mostly as LNG bound for Europe where prices are higher and offtakers more bankable. The 63% that stays domestic sounds reassuring until you notice it is concentrated in just four countries: Algeria, Nigeria, Egypt and Libya. Look at the continent's pipeline map and the verdict is plain. African gas infrastructure has been engineered to leave the continent, not to circulate within it. 🏗️ Leke's prescription lands squarely on the New Deal the Forum has been pushing since day one. Credible offtakers in the power sector, blended capital pooling DFIs, national development banks, governments and private financiers, regulatory harmonisation under the AfCFTA banner, and the political resolve to underwrite cross-border infrastructure for the long haul. Without that combined push, production costs sitting 25% above the global average will keep tilting the economics towards exports. 🇷🇼 The question Kigali keeps returning to is unavoidable. Who will power Africa, with African gas, for African industries, and on what terms? Follow the discussion live! #ACF2026 #AfricaCEOForum

Africa CEO Forum

17,406 görüntüleme • 3 ay önce

Texas solar isn’t a sideshow anymore. It’s carrying over 30% of energy demand for many hours most days. When we recorded this episode, solar was producing 40% of Texas’ power. Most Texans would be shocked by that number. As Bret Biggart of Freedom Solar Power told me: “The common misconception is it’s like 4%. You’re like, no it’s 40!” That scale matters. Because if renewables slow down and we use gas for a higher share of power production, electric bills will rise. They're already rising due to rising distribution and transmission costs, inflation, etc. Most utilities are actively pursuing rate hikes. The 30% federal tax credit might fade, but higher energy prices will offset it over time. Economics still point toward solar growth. ⚡ Solar is now mainstream, providing more than 50% of energy demand at some points and 15% across all hours this year. ⚡ Electricity rates are rising. ⚡Texas solar companies are adapting with innovation. The short-term picture is rocky. The long-term trend is clear: solar will be a major part of Texas’ energy future. 👉 Link to full episode in the comments.
2:01

Texas solar isn’t a sideshow anymore. It’s carrying over 30% of energy demand for many hours most days. When we recorded this episode, solar was producing 40% of Texas’ power. Most Texans would be shocked by that number. As Bret Biggart of Freedom Solar Power told me: “The common misconception is it’s like 4%. You’re like, no it’s 40!” That scale matters. Because if renewables slow down and we use gas for a higher share of power production, electric bills will rise. They're already rising due to rising distribution and transmission costs, inflation, etc. Most utilities are actively pursuing rate hikes. The 30% federal tax credit might fade, but higher energy prices will offset it over time. Economics still point toward solar growth. ⚡ Solar is now mainstream, providing more than 50% of energy demand at some points and 15% across all hours this year. ⚡ Electricity rates are rising. ⚡Texas solar companies are adapting with innovation. The short-term picture is rocky. The long-term trend is clear: solar will be a major part of Texas’ energy future. 👉 Link to full episode in the comments.

Doug Lewin

14,876 görüntüleme • 10 ay önce

🚨Merz loses it: Government statement in the Bundestag! Alice Weidel (AfD) shakes the Bundestag 🔥🔥🔥🔥🔥🔥🔥 Do you want to continue financing one of the most corrupt countries in the world with hundreds of billions, to prolong a hopeless war, so that maybe Ukraine can still keep a few more percent of the Donbass? Is what you are doing here in Germany’s interest, or is it not rather time to reopen dialogue with Russia, to work toward ending the war and negotiating the resumption of gas deliveries through the Nord Stream pipeline? What are you doing to pick up the threads of conversation with Russia again and to end the policy of sanctions, as the USA is doing right now? And what precautions are you taking, to prevent new waves of migration? German industry is collapsing. Every 20 minutes, a German company goes bankrupt. Volkswagen recorded a drop in profits of about half, Daimler Truck by more than a third, Porsche by over 90%. The exodus is well underway, the manufacturing industry is seeking salvation in flight. 100 000 of local skilled workers leave each year. VW will cut 50 000 jobs in the next few years, Mercedes up to 20 000. The arrogant delusion is coming back to haunt us, that we could forgo cheap Russian gas and oil and would instead have to buy expensiveliquefied natural gas at daily rates. You sit on empty gas storage facilities and fantasize about using the missing electricity from the blasted nuclear power plants by sourcing it from gas power plants you haven't even built yet.
9:31

🚨Merz loses it: Government statement in the Bundestag! Alice Weidel (AfD) shakes the Bundestag 🔥🔥🔥🔥🔥🔥🔥 Do you want to continue financing one of the most corrupt countries in the world with hundreds of billions, to prolong a hopeless war, so that maybe Ukraine can still keep a few more percent of the Donbass? Is what you are doing here in Germany’s interest, or is it not rather time to reopen dialogue with Russia, to work toward ending the war and negotiating the resumption of gas deliveries through the Nord Stream pipeline? What are you doing to pick up the threads of conversation with Russia again and to end the policy of sanctions, as the USA is doing right now? And what precautions are you taking, to prevent new waves of migration? German industry is collapsing. Every 20 minutes, a German company goes bankrupt. Volkswagen recorded a drop in profits of about half, Daimler Truck by more than a third, Porsche by over 90%. The exodus is well underway, the manufacturing industry is seeking salvation in flight. 100 000 of local skilled workers leave each year. VW will cut 50 000 jobs in the next few years, Mercedes up to 20 000. The arrogant delusion is coming back to haunt us, that we could forgo cheap Russian gas and oil and would instead have to buy expensiveliquefied natural gas at daily rates. You sit on empty gas storage facilities and fantasize about using the missing electricity from the blasted nuclear power plants by sourcing it from gas power plants you haven't even built yet.

Ignorance, the root and stem of all evil

92,265 görüntüleme • 1 ay önce

From 2021–2024, inflation under Biden peaked at 8% in June 2022 and stayed above 5% for two straight years. By the end of his term, overall prices were about 17% higher than in 2020. Mortgage rates rose from around 3% in 2020 to more than 7% in 2023, which nearly doubled the average monthly payment on a new home. Groceries increased by 20–25%, gas prices topped $5 per gallon in many places, and household savings dropped from $2.3 trillion in 2021 to under $400 billion by 2024. During this time, wages grew about 4% a year, but because prices rose faster, real earnings fell for more than two years. In 2025, inflation has slowed to 2.9%, close to the Federal Reserve’s target. Wages are rising 3.5–4%, now ahead of inflation. The unemployment rate is 4.3%, which remains low by historical standards, and GDP is projected to grow about 1.9% this year. The S&P 500 is up about 15% year-to-date, consumer confidence has improved from 2022 lows, and energy prices are below their 2022 peak. Prices for food, housing, and fuel are still higher than before 2020, but the pace of increases has stabilized. So yeah, I’d say the economy’s on the right track under President Trump.
0:59

From 2021–2024, inflation under Biden peaked at 8% in June 2022 and stayed above 5% for two straight years. By the end of his term, overall prices were about 17% higher than in 2020. Mortgage rates rose from around 3% in 2020 to more than 7% in 2023, which nearly doubled the average monthly payment on a new home. Groceries increased by 20–25%, gas prices topped $5 per gallon in many places, and household savings dropped from $2.3 trillion in 2021 to under $400 billion by 2024. During this time, wages grew about 4% a year, but because prices rose faster, real earnings fell for more than two years. In 2025, inflation has slowed to 2.9%, close to the Federal Reserve’s target. Wages are rising 3.5–4%, now ahead of inflation. The unemployment rate is 4.3%, which remains low by historical standards, and GDP is projected to grow about 1.9% this year. The S&P 500 is up about 15% year-to-date, consumer confidence has improved from 2022 lows, and energy prices are below their 2022 peak. Prices for food, housing, and fuel are still higher than before 2020, but the pace of increases has stabilized. So yeah, I’d say the economy’s on the right track under President Trump.

Dan Crenshaw

48,554 görüntüleme • 10 ay önce

Wind and solar look cheap on paper, but only because their true costs are hidden. Power grids must balance supply and demand every second. Wind and solar cannot do that. Their output follows the weather, which is variable. So every megawatt of wind or solar requires a matching megawatt of reliable backup. A 100 MW wind farm does not replace a 100 MW gas plant. The gas plant still has to be built, staffed, fueled and kept ready at all times. Consumers are effectively paying for two systems, but only one is accounted for. Think of it like hiring a worker who only shows up 30% of the time. The hourly wage looks cheap, but you still need a fully trained backup worker available 24-7 to fill in for the other 70%. That backup is required and still costs money even when sitting idle. But the extra cost is ignored. This accounting trick explains why renewables look inexpensive in charts, while electricity prices soar in grids that rely heavily on them. Globally, the renewable failure is clear. In 2024, solar supplied just 1.4% of global primary energy. Wind supplied about 1.5%. Fossil fuels still provided around 87%. This is not a global energy transition. It is a costly experiment played by a handful of Western economies.
1:12

Wind and solar look cheap on paper, but only because their true costs are hidden. Power grids must balance supply and demand every second. Wind and solar cannot do that. Their output follows the weather, which is variable. So every megawatt of wind or solar requires a matching megawatt of reliable backup. A 100 MW wind farm does not replace a 100 MW gas plant. The gas plant still has to be built, staffed, fueled and kept ready at all times. Consumers are effectively paying for two systems, but only one is accounted for. Think of it like hiring a worker who only shows up 30% of the time. The hourly wage looks cheap, but you still need a fully trained backup worker available 24-7 to fill in for the other 70%. That backup is required and still costs money even when sitting idle. But the extra cost is ignored. This accounting trick explains why renewables look inexpensive in charts, while electricity prices soar in grids that rely heavily on them. Globally, the renewable failure is clear. In 2024, solar supplied just 1.4% of global primary energy. Wind supplied about 1.5%. Fossil fuels still provided around 87%. This is not a global energy transition. It is a costly experiment played by a handful of Western economies.

Electroverse

20,738 görüntüleme • 3 ay önce

🎙 The Sujal Show Ep. 9: Crypto Exchange CEO “The 4‑Year Cycle Isn’t Dead, 2026 Will Be Bullish” Bitget CEO Gracy Chen @Bitget reveals why Bitcoin hits $1M by 2035, how she helped save Bybit after their $1.5B hack, why 90% of Bitcoin treasuries will fail, and warns that perp DEXs aren’t truly decentralized We Discussed on The Sujal Show: - The TV host who became CEO of a top 10 exchange - How she got hooked on Bitcoin in 2014 at $300 - Why she offered 40k ETH to Bybit after their hack (no collateral, no interest) - Why MicroStrategy’s 3% Bitcoin supply is a concentration risk - Hidden danger of Bitcoin treasury companies: 90% will go bust - Why the 4 year cycle isn't dead yet - Why perp DEXs like Hyperliquid are not really decentralized (the Jelly incident) - Why CEX & DEX will integrate, not fight - Why RWA and PayFi are the next killer apps - Her 2026 price target for Bitcoin - $BGB price prediction - Narrative that will die next cycle - Meme coins: net damage for crypto, not net positive - Her 3‑step framework for young women TIMESTAMPS: 00:00 Intro 02:06 Gracy’s journey 04:12 The turning point 10:55 Why Bitget now offers gold, stocks & oil 13:48 Vision for $BGB 15:01 Can $BGB become the next BNB? Her roadmap 16:56 Where BGB will be in 2027 & 2030 20:11 The Jelly incident: why Hyperliquid isn’t really a DEX 23:12 Will DEXs kill CEXs? 27:06 Views on MicroStrategy & Michael Saylor 32:30 Future of AI tokens (and their risks) 40:46 Is the 4‑year cycle dead? 43:10 Bitcoin price target for 2026 44:09 Bitcoin price target for 2030 & $1M prediction 46:30 Advice and roadmap for young girls entering crypto 51:12 Creepy behavior women face in crypto 57:24 Next big thing in crypto to watch 59:25 Rapid fire She began as a journalist, now she runs a platform serving 120 million users. Watch the full episode 👇
1:01:27

🎙 The Sujal Show Ep. 9: Crypto Exchange CEO “The 4‑Year Cycle Isn’t Dead, 2026 Will Be Bullish” Bitget CEO Gracy Chen @Bitget reveals why Bitcoin hits $1M by 2035, how she helped save Bybit after their $1.5B hack, why 90% of Bitcoin treasuries will fail, and warns that perp DEXs aren’t truly decentralized We Discussed on The Sujal Show: - The TV host who became CEO of a top 10 exchange - How she got hooked on Bitcoin in 2014 at $300 - Why she offered 40k ETH to Bybit after their hack (no collateral, no interest) - Why MicroStrategy’s 3% Bitcoin supply is a concentration risk - Hidden danger of Bitcoin treasury companies: 90% will go bust - Why the 4 year cycle isn't dead yet - Why perp DEXs like Hyperliquid are not really decentralized (the Jelly incident) - Why CEX & DEX will integrate, not fight - Why RWA and PayFi are the next killer apps - Her 2026 price target for Bitcoin - $BGB price prediction - Narrative that will die next cycle - Meme coins: net damage for crypto, not net positive - Her 3‑step framework for young women TIMESTAMPS: 00:00 Intro 02:06 Gracy’s journey 04:12 The turning point 10:55 Why Bitget now offers gold, stocks & oil 13:48 Vision for $BGB 15:01 Can $BGB become the next BNB? Her roadmap 16:56 Where BGB will be in 2027 & 2030 20:11 The Jelly incident: why Hyperliquid isn’t really a DEX 23:12 Will DEXs kill CEXs? 27:06 Views on MicroStrategy & Michael Saylor 32:30 Future of AI tokens (and their risks) 40:46 Is the 4‑year cycle dead? 43:10 Bitcoin price target for 2026 44:09 Bitcoin price target for 2030 & $1M prediction 46:30 Advice and roadmap for young girls entering crypto 51:12 Creepy behavior women face in crypto 57:24 Next big thing in crypto to watch 59:25 Rapid fire She began as a journalist, now she runs a platform serving 120 million users. Watch the full episode 👇

Sujal Jethwani

54,953 görüntüleme • 4 ay önce

This is Siemens SGT 400 gas turbine. It can produce up to 12mw of power. Power that is essential to live - a human right basically. Look at it. It costs several million dollars. This is the tax developing world pays to Germany. What is in this thing that it can't be manufactured locally ? Ask yourself. Why is it so hard to replicate ? Is it always going to be like this ? We are in 2020s now. How about 2030 ? Do you think this will be manufactured locally in 2030 ? I don't think so. Software Tech is easily replicable due to the culture of open source. Manufacturing has no culture of open source. For right or wrong reasons. So even after 100 years of inventing this, most of of the world is still trying to figure out how to replicate this. And I think it will take 100 more years at this pace. Also, 2 decades of our smartest building ad software has resulted in this tech not moving forward. Everything in core hard tech is imported - turbines, machinery, electronics - you name it. So young smart people seeing this - please go and design this and make this cheaper. It's not just about India. The entire developing world needs this cheaply.
0:59

This is Siemens SGT 400 gas turbine. It can produce up to 12mw of power. Power that is essential to live - a human right basically. Look at it. It costs several million dollars. This is the tax developing world pays to Germany. What is in this thing that it can't be manufactured locally ? Ask yourself. Why is it so hard to replicate ? Is it always going to be like this ? We are in 2020s now. How about 2030 ? Do you think this will be manufactured locally in 2030 ? I don't think so. Software Tech is easily replicable due to the culture of open source. Manufacturing has no culture of open source. For right or wrong reasons. So even after 100 years of inventing this, most of of the world is still trying to figure out how to replicate this. And I think it will take 100 more years at this pace. Also, 2 decades of our smartest building ad software has resulted in this tech not moving forward. Everything in core hard tech is imported - turbines, machinery, electronics - you name it. So young smart people seeing this - please go and design this and make this cheaper. It's not just about India. The entire developing world needs this cheaply.

sphinx

192,324 görüntüleme • 2 yıl önce

Dylan Patel just mapped out the most important investment theme in AI infrastructure (Save this). "In about two years, solar plus battery will be cheaper than gas." Every new NVIDIA Blackwell rack pulls 120 kilowatts, Rubin Ultra rack pulls 600 kilowatts and the next generation hits a megawatt. The US grid cannot keep up, interconnection queues now run five years in many markets so the entire industry is being forced to solve power from first principles. The solar thesis is already happening. BloombergNEF's 2026 LCOE report, covering 800+ financed projects across 50+ markets puts solar plus 4 hour battery storage at $57 per megawatt-hour. Combined cycle gas turbines hit $102 per megawatt hour, the highest on record, up 16% year over year. In California and parts of Texas, solar plus storage is already cheaper than gas for data center power today and solar panel costs are expected to drop another 30% by 2035. Getting power from the grid into the form chips actually require is an entire industry unto itself and NVIDIA just rewrote the rules. The 800 volt DC transition is the most important infrastructure shift that's happening right now. Today's data centers run on 48 volt DC power delivery, a single next-generation GPU pulls over 2,500 watts and at 48 volts, the current required to power a megawatt rack would melt the copper wiring. The investment thesis breaks into four layers and the first layer is power semiconductors, specifically silicon carbide and gallium nitride. At 800 volts, traditional silicon based IGBTs hit their physical limits. SiC and GaN devices are the mandatory replacement. Infineon estimates $175,000 of semiconductor content per megawatt of AI rack power, versus almost nothing today and by 2030, power semiconductor content per AI cabinet grows from $15,000 to $115,000+. The names here are Infineon ($IFNNY), ON Semiconductor ($ON), Wolfspeed ($WOLF), Navitas ($NVTS), and STMicroelectronics ($STM). The second layer is power management and conversion. Vertiv ($VRT) is NVIDIA's lead architectural collaborator for the 800V transition, building the hardware that converts grid AC to 800V DC and the DC to DC power shelves for ultra dense racks. Eaton ($ETN) and Monolithic Power Systems ($MPWR) round out this layer. The third layer is grid to site infrastructure, GE Vernova ($GEV) builds the heavy electrical equipment that connects utility power to the data center campus. Orders are running at twice the rate of shipments, the classic leading indicator of sustained multi year revenue growth. The fourth layer is behind the meter power generation like your bloom energy because grid interconnection queues run five years, hyperscalers are bypassing the grid entirely, building dedicated gas, solar and battery systems on site. Make sure to follow me Melvin for more opportunities across the AI supply chain.
5:06

Dylan Patel just mapped out the most important investment theme in AI infrastructure (Save this). "In about two years, solar plus battery will be cheaper than gas." Every new NVIDIA Blackwell rack pulls 120 kilowatts, Rubin Ultra rack pulls 600 kilowatts and the next generation hits a megawatt. The US grid cannot keep up, interconnection queues now run five years in many markets so the entire industry is being forced to solve power from first principles. The solar thesis is already happening. BloombergNEF's 2026 LCOE report, covering 800+ financed projects across 50+ markets puts solar plus 4 hour battery storage at $57 per megawatt-hour. Combined cycle gas turbines hit $102 per megawatt hour, the highest on record, up 16% year over year. In California and parts of Texas, solar plus storage is already cheaper than gas for data center power today and solar panel costs are expected to drop another 30% by 2035. Getting power from the grid into the form chips actually require is an entire industry unto itself and NVIDIA just rewrote the rules. The 800 volt DC transition is the most important infrastructure shift that's happening right now. Today's data centers run on 48 volt DC power delivery, a single next-generation GPU pulls over 2,500 watts and at 48 volts, the current required to power a megawatt rack would melt the copper wiring. The investment thesis breaks into four layers and the first layer is power semiconductors, specifically silicon carbide and gallium nitride. At 800 volts, traditional silicon based IGBTs hit their physical limits. SiC and GaN devices are the mandatory replacement. Infineon estimates $175,000 of semiconductor content per megawatt of AI rack power, versus almost nothing today and by 2030, power semiconductor content per AI cabinet grows from $15,000 to $115,000+. The names here are Infineon ($IFNNY), ON Semiconductor ($ON), Wolfspeed ($WOLF), Navitas ($NVTS), and STMicroelectronics ($STM). The second layer is power management and conversion. Vertiv ($VRT) is NVIDIA's lead architectural collaborator for the 800V transition, building the hardware that converts grid AC to 800V DC and the DC to DC power shelves for ultra dense racks. Eaton ($ETN) and Monolithic Power Systems ($MPWR) round out this layer. The third layer is grid to site infrastructure, GE Vernova ($GEV) builds the heavy electrical equipment that connects utility power to the data center campus. Orders are running at twice the rate of shipments, the classic leading indicator of sustained multi year revenue growth. The fourth layer is behind the meter power generation like your bloom energy because grid interconnection queues run five years, hyperscalers are bypassing the grid entirely, building dedicated gas, solar and battery systems on site. Make sure to follow me Melvin for more opportunities across the AI supply chain.

Melvin

107,791 görüntüleme • 1 ay önce

Rick Rule: The Iran oil spike was temporary... the next one will be structural. The oil industry is a cyclical, capital-intensive business with clear boom-and-bust cycles. --Low prices lead to underinvestment. - Underinvestment leads to supply shortages. - Supply shortages lead to high prices. We are currently still in the underinvestment part of the cycle. The industry has been underinvesting in sustaining capital by roughly $1B/day. Cumulatively, we're talking about roughly $1.5T of underinvestment. On top of that, the war has exacerbated this chronic lack of investment. Meanwhile, global decline rates have doubled over the past 2 decades. We are now losing roughly 6 mbpd of production every year. In other words, we need to replace the equivalent of roughly 50% of US oil production annually just to maintain current global production. At the same time, we're barely looking for new oil fields. Annual oil & gas discoveries have fallen sharply over the past decades: - Down 60% since 2010 - Down ~90% since 1960 When we do find new fields, it takes much longer to bring them online: - 1990-1999: ~14 years - 2020-2024: ~19 years And the fields we discover? They are also getting smaller: - 1970s avg: 150 Mboe - 2010s avg: 40 Mboe The combination of these factors means there are no quick fixes for the coming supply shortfall. The next oil crisis won't be caused by a temporary geopolitical shock. It'll be the result of decades of underinvestment finally catching up with the industry.
2:20

Rick Rule: The Iran oil spike was temporary... the next one will be structural. The oil industry is a cyclical, capital-intensive business with clear boom-and-bust cycles. --Low prices lead to underinvestment. - Underinvestment leads to supply shortages. - Supply shortages lead to high prices. We are currently still in the underinvestment part of the cycle. The industry has been underinvesting in sustaining capital by roughly $1B/day. Cumulatively, we're talking about roughly $1.5T of underinvestment. On top of that, the war has exacerbated this chronic lack of investment. Meanwhile, global decline rates have doubled over the past 2 decades. We are now losing roughly 6 mbpd of production every year. In other words, we need to replace the equivalent of roughly 50% of US oil production annually just to maintain current global production. At the same time, we're barely looking for new oil fields. Annual oil & gas discoveries have fallen sharply over the past decades: - Down 60% since 2010 - Down ~90% since 1960 When we do find new fields, it takes much longer to bring them online: - 1990-1999: ~14 years - 2020-2024: ~19 years And the fields we discover? They are also getting smaller: - 1970s avg: 150 Mboe - 2010s avg: 40 Mboe The combination of these factors means there are no quick fixes for the coming supply shortfall. The next oil crisis won't be caused by a temporary geopolitical shock. It'll be the result of decades of underinvestment finally catching up with the industry.

Lukas Ekwueme

27,671 görüntüleme • 1 ay önce

Every year someone names a new bottleneck for AI compute scaling. Dylan Patel on why power isn't gonna be the big one over the next few years: fundamentally there's many different ways to generate power (rather than just one company that can produce the EUV tools needed for the chips themselves) and the supply chains are simpler and easier to ramp. You can do jet engines bolted to the ground. Ship engines. Diesel recips from auto manufacturers with declining volumes. Fuel cells. Each category alone delivers tens of gigawatts by end of decade. Combined, hundreds. Even if energy costs double, a GPU goes from $1.40/hr to $1.50/hr. Nobody notices a dime when the models are improving so fast the value dwarfs the cost. Even if you don't add more power, but simply add more batteries, you can unlock 20% more of the US's terawatt scale power grid. This is because grid utilities want to make sure they're sized for peak summer load that hits a few hours a year. With enough batteries, you can make this guarantee, even without turning on more power plants! Fundamentally, there's a lot of different ways to bring power online over the next few years. Building more logic and memory is far more difficult and centralized, so that's where Dylan thinks the bottleneck will be.
2:06

Every year someone names a new bottleneck for AI compute scaling. Dylan Patel on why power isn't gonna be the big one over the next few years: fundamentally there's many different ways to generate power (rather than just one company that can produce the EUV tools needed for the chips themselves) and the supply chains are simpler and easier to ramp. You can do jet engines bolted to the ground. Ship engines. Diesel recips from auto manufacturers with declining volumes. Fuel cells. Each category alone delivers tens of gigawatts by end of decade. Combined, hundreds. Even if energy costs double, a GPU goes from $1.40/hr to $1.50/hr. Nobody notices a dime when the models are improving so fast the value dwarfs the cost. Even if you don't add more power, but simply add more batteries, you can unlock 20% more of the US's terawatt scale power grid. This is because grid utilities want to make sure they're sized for peak summer load that hits a few hours a year. With enough batteries, you can make this guarantee, even without turning on more power plants! Fundamentally, there's a lot of different ways to bring power online over the next few years. Building more logic and memory is far more difficult and centralized, so that's where Dylan thinks the bottleneck will be.

Dwarkesh Patel

214,172 görüntüleme • 4 ay önce

American Farmers are speaking out against META’s new Louisiana data center Farmers say this 2,500 acre data center is going to deplete their water system - The data center will require millions of gallons of water DAILY from local aquifers - The facility demands up to 2 gigawatts of power, leading Entergy Louisiana to build 3 new natural gas plants - 90% of the town’s residents income comes from farming “Our farmers around here really rely on the water system for irrigating their crops and stuff like that. If they deplete the water system, that's gonna be a big problem — In a sense, it feels like they come take advantage of us poor dumb rural folks, you know.” “This data center is gonna use about three times the energy that New Orleans uses in a year.” Residents are worried this is going to skyrocket their electric bills “This being large farming community here in Northeast Louisiana. We're giving our most valuable resource, which is farmland. I want to know what is META doing to give back to the community.”
1:52

American Farmers are speaking out against META’s new Louisiana data center Farmers say this 2,500 acre data center is going to deplete their water system - The data center will require millions of gallons of water DAILY from local aquifers - The facility demands up to 2 gigawatts of power, leading Entergy Louisiana to build 3 new natural gas plants - 90% of the town’s residents income comes from farming “Our farmers around here really rely on the water system for irrigating their crops and stuff like that. If they deplete the water system, that's gonna be a big problem — In a sense, it feels like they come take advantage of us poor dumb rural folks, you know.” “This data center is gonna use about three times the energy that New Orleans uses in a year.” Residents are worried this is going to skyrocket their electric bills “This being large farming community here in Northeast Louisiana. We're giving our most valuable resource, which is farmland. I want to know what is META doing to give back to the community.”

Wall Street Apes

158,471 görüntüleme • 11 ay önce

Renewables are the key to preventing resource scarcity, argue European leaders, California Governor Gavin Newsom, and Ezra Klein and Derek Thompson, whose bestselling book Abundance became one of Barack Obama’s favorite books of 2025 and launched a political movement dedicated to what Klein calls “a politics of plenty.” The logic is straightforward and appealing. Solar panel costs have fallen more than 90% since 2010. Wind power costs have dropped by 70%. Battery storage prices have collapsed. If governments would simply clear the regulatory obstacles to building solar farms, wind turbines, and transmission lines, the abundance argument goes, clean energy would flow so abundantly that fossil fuel dependence would become a choice rather than a necessity. “The miracles of solar and wind and battery power,” Klein told the Long Now Foundation, “have given us the only shot we have to avoid catastrophic climate change.” But if renewables could prevent resource scarcity, then the world would not be in the midst of what the International Energy Agency’s Executive Director Fatih Birol called “the greatest global energy security challenge in history,” with global supply losses now totaling 12 million barrels per day, compared to about 5 million during each of the 1973 and 1979 crises. The United Kingdom is receiving its last shipment of jet fuel from the Middle East with nothing behind it. Australia saw over 500 gas stations run dry. And South Korea is considering driving restrictions for the first time since 1991. “In April,” warned Birol, “there is nothing.” It is true that solar and batteries have made enormous progress. Solar electricity costs roughly 3 to 5 cents per kilowatt-hour at the point of generation, cheaper than any fossil fuel in most locations. Battery costs have fallen below $115 per kilowatt-hour. China produces more solar panels than the rest of the world combined. But the world has installed more than 1,600 gigawatts of solar capacity and over 1,000 gigawatts of wind, and still we are in crisis. Global green energy investment was $2.3 trillion in 2025 alone. And yet when Iran closed the Strait of Hormuz, none of that capacity mattered, because solar panels do not produce jet fuel, diesel, ammonia, or the petrochemical feedstocks that underpin modern civilization. Electricity accounts for roughly 20% of final energy consumption worldwide. The other 80%, the part that moves ships, flies planes, heats buildings, and makes fertilizer, runs overwhelmingly on oil and gas. Solar and wind cannot substitute for these fuels at any price, because the energy density of liquid hydrocarbons exceeds batteries by a factor of 40 to 80 by weight. Klein and Thompson, to their credit, also support some forms of nuclear power. Abundance opens with a vision of cities powered by “clean (nuclear) and renewable (wind and solar) energy sources.” They lament America’s nuclear stagnation compared to France’s successful buildout. Klein has said that he supports advancing nuclear power alongside renewables. But, the new nuclear power plants that Klein and Thompson support do not exist. The “small modular reactors” that populate the abundance fantasy have not produced a single commercial kilowatt-hour of electricity. NuScale, the most advanced American SMR developer, canceled its flagship project in 2023 after costs doubled. No SMR has received a commercial operating license anywhere in the world. The first commercially operating SMR, if all goes well, may produce power in the early 2030s, but SMR developers have for years said that their reactors are just a few years away. Scaling to a meaningful share of global energy supply would take decades, as opposed to building conventional nuclear plants, which Japan and China have shown they can build in just two years, so long as they are standardized and the same construction crews are used. Democrats, progressives, environmental groups, and left-wing parties across Europe diverted hundreds of billions of dollars over the last two decades from developing the new oil and gas production, pipelines, refineries, and LNG terminals needed to make energy cheap and abundant. California’s aggressive climate mandates drove residential electricity prices to 34 cents per kilowatt-hour, nearly double the national average, while the state simultaneously blocked new natural gas infrastructure. And global investment in oil and gas exploration and production peaked at roughly $780 billion in 2014 and fell to approximately $350 billion by 2020, a decline driven by deliberate policy choices to restrict fossil fuel development. The European Union’s Green Deal, America’s Inflation Reduction Act, and climate policies across the developed world channeled subsidies toward solar and wind while imposing carbon taxes, windfall levies, and permitting restrictions on fossil fuel projects. The UK’s Energy Profits Levy, introduced in 2022, discouraged investment in the North Sea at precisely the moment when more domestic production was needed. The UK Labor government then banned new exploration licenses in November 2025. Germany’s Energiewende spent over €500 billion on renewables while shutting down its nuclear plants, leaving the country dependent on Russian gas and then, after the Ukraine war, on LNG that must now compete with Asian buyers for cargoes that can no longer transit Hormuz. And the UK has lost a third of its refineries in the last 18 months, meaning that even if crude oil arrived tomorrow, the country lacks the capacity to refine it into the jet fuel, diesel, and heating oil its citizens need. The only energy abundance solution that works at the scale of civilization right now is piped natural gas and oil. A pipeline delivers energy continuously, at near-zero marginal cost per unit delivered, with no exposure to shipping chokepoints, insurance markets, or geopolitical disruption. A ton of natural gas moved through a pipeline costs a fraction of what the same gas costs when liquefied, shipped by tanker across an ocean, and regasified at a terminal. The logical endpoint is a world powered by natural gas delivered through continental pipeline networks, eventually transitioning to hydrogen produced from natural gas and nuclear power. America built pipelines while Europe and Asia built LNG dependency. Saudi Arabia’s East-West pipeline, which has ramped from 770,000 barrels per day to 2.9 million since the war began, is the emergency proof of concept. If the Gulf states had built sufficient pipeline capacity to bypass Hormuz before the war, the crisis would be a fraction of its current severity. So why do so many on the Left continue to preach renewables as the solution to a crisis that renewables manifestly cannot solve?... Please subscribe now to support Public's award-winning investigative reporting, read the rest of the article, and watch the rest of the video!
6:22

Renewables are the key to preventing resource scarcity, argue European leaders, California Governor Gavin Newsom, and Ezra Klein and Derek Thompson, whose bestselling book Abundance became one of Barack Obama’s favorite books of 2025 and launched a political movement dedicated to what Klein calls “a politics of plenty.” The logic is straightforward and appealing. Solar panel costs have fallen more than 90% since 2010. Wind power costs have dropped by 70%. Battery storage prices have collapsed. If governments would simply clear the regulatory obstacles to building solar farms, wind turbines, and transmission lines, the abundance argument goes, clean energy would flow so abundantly that fossil fuel dependence would become a choice rather than a necessity. “The miracles of solar and wind and battery power,” Klein told the Long Now Foundation, “have given us the only shot we have to avoid catastrophic climate change.” But if renewables could prevent resource scarcity, then the world would not be in the midst of what the International Energy Agency’s Executive Director Fatih Birol called “the greatest global energy security challenge in history,” with global supply losses now totaling 12 million barrels per day, compared to about 5 million during each of the 1973 and 1979 crises. The United Kingdom is receiving its last shipment of jet fuel from the Middle East with nothing behind it. Australia saw over 500 gas stations run dry. And South Korea is considering driving restrictions for the first time since 1991. “In April,” warned Birol, “there is nothing.” It is true that solar and batteries have made enormous progress. Solar electricity costs roughly 3 to 5 cents per kilowatt-hour at the point of generation, cheaper than any fossil fuel in most locations. Battery costs have fallen below $115 per kilowatt-hour. China produces more solar panels than the rest of the world combined. But the world has installed more than 1,600 gigawatts of solar capacity and over 1,000 gigawatts of wind, and still we are in crisis. Global green energy investment was $2.3 trillion in 2025 alone. And yet when Iran closed the Strait of Hormuz, none of that capacity mattered, because solar panels do not produce jet fuel, diesel, ammonia, or the petrochemical feedstocks that underpin modern civilization. Electricity accounts for roughly 20% of final energy consumption worldwide. The other 80%, the part that moves ships, flies planes, heats buildings, and makes fertilizer, runs overwhelmingly on oil and gas. Solar and wind cannot substitute for these fuels at any price, because the energy density of liquid hydrocarbons exceeds batteries by a factor of 40 to 80 by weight. Klein and Thompson, to their credit, also support some forms of nuclear power. Abundance opens with a vision of cities powered by “clean (nuclear) and renewable (wind and solar) energy sources.” They lament America’s nuclear stagnation compared to France’s successful buildout. Klein has said that he supports advancing nuclear power alongside renewables. But, the new nuclear power plants that Klein and Thompson support do not exist. The “small modular reactors” that populate the abundance fantasy have not produced a single commercial kilowatt-hour of electricity. NuScale, the most advanced American SMR developer, canceled its flagship project in 2023 after costs doubled. No SMR has received a commercial operating license anywhere in the world. The first commercially operating SMR, if all goes well, may produce power in the early 2030s, but SMR developers have for years said that their reactors are just a few years away. Scaling to a meaningful share of global energy supply would take decades, as opposed to building conventional nuclear plants, which Japan and China have shown they can build in just two years, so long as they are standardized and the same construction crews are used. Democrats, progressives, environmental groups, and left-wing parties across Europe diverted hundreds of billions of dollars over the last two decades from developing the new oil and gas production, pipelines, refineries, and LNG terminals needed to make energy cheap and abundant. California’s aggressive climate mandates drove residential electricity prices to 34 cents per kilowatt-hour, nearly double the national average, while the state simultaneously blocked new natural gas infrastructure. And global investment in oil and gas exploration and production peaked at roughly $780 billion in 2014 and fell to approximately $350 billion by 2020, a decline driven by deliberate policy choices to restrict fossil fuel development. The European Union’s Green Deal, America’s Inflation Reduction Act, and climate policies across the developed world channeled subsidies toward solar and wind while imposing carbon taxes, windfall levies, and permitting restrictions on fossil fuel projects. The UK’s Energy Profits Levy, introduced in 2022, discouraged investment in the North Sea at precisely the moment when more domestic production was needed. The UK Labor government then banned new exploration licenses in November 2025. Germany’s Energiewende spent over €500 billion on renewables while shutting down its nuclear plants, leaving the country dependent on Russian gas and then, after the Ukraine war, on LNG that must now compete with Asian buyers for cargoes that can no longer transit Hormuz. And the UK has lost a third of its refineries in the last 18 months, meaning that even if crude oil arrived tomorrow, the country lacks the capacity to refine it into the jet fuel, diesel, and heating oil its citizens need. The only energy abundance solution that works at the scale of civilization right now is piped natural gas and oil. A pipeline delivers energy continuously, at near-zero marginal cost per unit delivered, with no exposure to shipping chokepoints, insurance markets, or geopolitical disruption. A ton of natural gas moved through a pipeline costs a fraction of what the same gas costs when liquefied, shipped by tanker across an ocean, and regasified at a terminal. The logical endpoint is a world powered by natural gas delivered through continental pipeline networks, eventually transitioning to hydrogen produced from natural gas and nuclear power. America built pipelines while Europe and Asia built LNG dependency. Saudi Arabia’s East-West pipeline, which has ramped from 770,000 barrels per day to 2.9 million since the war began, is the emergency proof of concept. If the Gulf states had built sufficient pipeline capacity to bypass Hormuz before the war, the crisis would be a fraction of its current severity. So why do so many on the Left continue to preach renewables as the solution to a crisis that renewables manifestly cannot solve?... Please subscribe now to support Public's award-winning investigative reporting, read the rest of the article, and watch the rest of the video!

Michael Shellenberger

129,394 görüntüleme • 4 ay önce

🚨 BREAKING: Bitwise CIO Drops Bombshell — “XRP’s Limited Supply + Wall Street Demand = A MAJOR CATALYST.” Says Their XRP ETF Is One of the Top Launches of the ENTIRE YEAR — And Big Advisors Keep Asking About XRP 💥📈 So here’s what went down in the new Spaces — Matt Hougan, CIO of Bitwise, sat with Eleanor Terrett from Crypto in America (Crypto In America) and accidentally revealed just how big the $XRP floodgate moment really is. 💥 “Open a LIMITED-SUPPLY asset to Wall Street? That’s a massive catalyst.” “When you have more people able to buy an asset with limited supply… that’s very positive.” Institutional money + XRP’s fixed supply = price pressure upward. 📈 “If you exclude a big portion of the world’s money… and then you open that up — that is a MAJOR catalyst.” 😳 That’s Wall Street language for: “We just unlocked a new demand engine.” 📊 $XRP ETF = “One of the Top ETF Launches of the Entire Year — Across ALL ETFs.” “Over $20M traded on day one… on a DOWN market day. More than a million shares.” Matt Hougan said: “It’s probably one of the top day-one volume days for any ETF this year.” 🏦 “When we meet with the BIGGEST advisors… $XRP keeps coming up.” This was the part he almost whispered: “ does 15,000 institutional meetings a year. When I meet with the largest financial advisors, $XRP DOES come up. They want to know what we think.” And now? “We finally have a vehicle they can use to express that view.” The biggest advisory firms in the U.S. — the ones managing trillions — are now actively asking about $XRP and finally have a regulated door to walk through. 🚀 Matt added: "I'd call it something David (David 'JoelKatz' Schwartz) said, which is that, you know, it's not going to be a one asset world. Multiple are going to win." ☄️
1:46

🚨 BREAKING: Bitwise CIO Drops Bombshell — “XRP’s Limited Supply + Wall Street Demand = A MAJOR CATALYST.” Says Their XRP ETF Is One of the Top Launches of the ENTIRE YEAR — And Big Advisors Keep Asking About XRP 💥📈 So here’s what went down in the new Spaces — Matt Hougan, CIO of Bitwise, sat with Eleanor Terrett from Crypto in America (Crypto In America) and accidentally revealed just how big the $XRP floodgate moment really is. 💥 “Open a LIMITED-SUPPLY asset to Wall Street? That’s a massive catalyst.” “When you have more people able to buy an asset with limited supply… that’s very positive.” Institutional money + XRP’s fixed supply = price pressure upward. 📈 “If you exclude a big portion of the world’s money… and then you open that up — that is a MAJOR catalyst.” 😳 That’s Wall Street language for: “We just unlocked a new demand engine.” 📊 $XRP ETF = “One of the Top ETF Launches of the Entire Year — Across ALL ETFs.” “Over $20M traded on day one… on a DOWN market day. More than a million shares.” Matt Hougan said: “It’s probably one of the top day-one volume days for any ETF this year.” 🏦 “When we meet with the BIGGEST advisors… $XRP keeps coming up.” This was the part he almost whispered: “ does 15,000 institutional meetings a year. When I meet with the largest financial advisors, $XRP DOES come up. They want to know what we think.” And now? “We finally have a vehicle they can use to express that view.” The biggest advisory firms in the U.S. — the ones managing trillions — are now actively asking about $XRP and finally have a regulated door to walk through. 🚀 Matt added: "I'd call it something David (David 'JoelKatz' Schwartz) said, which is that, you know, it's not going to be a one asset world. Multiple are going to win." ☄️

Diana

71,133 görüntüleme • 9 ay önce