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Holy transition

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NRM84

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910,104 görüntüleme • 6 ay önce •via X (Twitter)

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Just got an awesome animation transition 🔥 holy-
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Just got an awesome animation transition 🔥 holy-

Metal Super Janemba😈

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AND THIS HAS TO BE THE BEST TRANSITION OF ALL TIME HOLY FUCK
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AND THIS HAS TO BE THE BEST TRANSITION OF ALL TIME HOLY FUCK

Kambit 🃏

68,629 görüntüleme • 1 ay önce

that transition was NASTY holy shit???? my jaw is stuck on the floor?????????
0:23

that transition was NASTY holy shit???? my jaw is stuck on the floor?????????

zia is boycotting

310,647 görüntüleme • 2 ay önce

holy shit i jus witnessed da greatest accidental transition ever☠️☠️(ignore youtube music) (and the rappers) (random shuffle)
0:29

holy shit i jus witnessed da greatest accidental transition ever☠️☠️(ignore youtube music) (and the rappers) (random shuffle)

Corn ✧⍣

1,474,836 görüntüleme • 2 yıl önce

"Why do you think they're fine?" -- Holy shit -- Trump transition co-chair Howard Lutnick goes full anti-vax on CNN while defending RFK Jr
1:34

"Why do you think they're fine?" -- Holy shit -- Trump transition co-chair Howard Lutnick goes full anti-vax on CNN while defending RFK Jr

Aaron Rupar

1,945,374 görüntüleme • 1 yıl önce

THIS PROJECT HAIL MARY EDIT WITH HEADLOCK😭😭😭😭 that transition made my jaw drop like what This goes in my top5 holy😭😭
0:40

THIS PROJECT HAIL MARY EDIT WITH HEADLOCK😭😭😭😭 that transition made my jaw drop like what This goes in my top5 holy😭😭

dıya ⋆｡˚˙✧ 𐙚

37,271 görüntüleme • 1 ay önce

Holy crap Commiefornia Governor Gavin Newsom just completely flipped on child sex changes & pronouns when asked if 8 years old is too young for a kid to transition.
0:43

Holy crap Commiefornia Governor Gavin Newsom just completely flipped on child sex changes & pronouns when asked if 8 years old is too young for a kid to transition.

Concerned Citizen

10,944 görüntüleme • 1 yıl önce

Holy crap, there it is.... "The operations is.... Over. Now it's time to settle in" It sure feels like he is talking about exactly what we thought. Famous Chart says Trump left office in April of 2020. (Follow the thread) Now Trump declares "the operation is over" April of 2025. Hold on to your seats. Transition could get bumpy.
1:01

Holy crap, there it is.... "The operations is.... Over. Now it's time to settle in" It sure feels like he is talking about exactly what we thought. Famous Chart says Trump left office in April of 2020. (Follow the thread) Now Trump declares "the operation is over" April of 2025. Hold on to your seats. Transition could get bumpy.

Joe Rambo

4,525,767 görüntüleme • 1 yıl önce

🚨 HOLY CRAP: Kentucky Gov. Andy Beshear says he will defend gender transition procedures for minors, regardless of how it polls in his state. He is openly choosing ideology over public opinion. In a state that votes red. Supporters call it healthcare. Critics call it irreversible decisions for kids. Kentucky voters will have the final word. A. Ban these procedures for minors B. Protect access under strict limits C. Let voters decide at the ballot box
0:21

🚨 HOLY CRAP: Kentucky Gov. Andy Beshear says he will defend gender transition procedures for minors, regardless of how it polls in his state. He is openly choosing ideology over public opinion. In a state that votes red. Supporters call it healthcare. Critics call it irreversible decisions for kids. Kentucky voters will have the final word. A. Ban these procedures for minors B. Protect access under strict limits C. Let voters decide at the ballot box

ⁿᵉʷˢ Barron Trump 🇺🇸

18,898 görüntüleme • 5 ay önce

A young Elon Musk predicting the impact he wants to leave on the world: “I think what I'd like to do is help solve some important problems. So, I think, in a small way, help build the internet. And then with respect to the global warming problem, the transition away from oil and other hydrocarbons to something which is clean and sustainable, I hope to have an impact there. And then with respect to space, the long-term ultimate objective, the holy grail, is to help make life multi-planetary. That's really what I would like to do.”
0:36

A young Elon Musk predicting the impact he wants to leave on the world: “I think what I'd like to do is help solve some important problems. So, I think, in a small way, help build the internet. And then with respect to the global warming problem, the transition away from oil and other hydrocarbons to something which is clean and sustainable, I hope to have an impact there. And then with respect to space, the long-term ultimate objective, the holy grail, is to help make life multi-planetary. That's really what I would like to do.”

Eva Fo𝕏 🦊 Claudius Nero's Legion

11,862,495 görüntüleme • 4 ay önce

From the rhythmic beats of Lohri in the North to the boiling pots of Pongal in the South; from the vibrant kites of Makar Sankranti in the West, to the sweet, soulful traditions of Poush Sankranti in the East, India prays as one. ​We celebrate the sacred transition of the sun and fold our palms in gratitude for the harvest of crops and the human spirit.​ Let us offer the bitterness of the past to the holy fires and the rising tides. In the sweetness of Pithe and Til-Gul, let’s find the kindness we owe to one another. May this new season bring a warmth that dissolves every barrier and a light that guides every dream.​ Praying for a harvest of health, happiness, and endless prosperity for you and your loved ones.
0:23

From the rhythmic beats of Lohri in the North to the boiling pots of Pongal in the South; from the vibrant kites of Makar Sankranti in the West, to the sweet, soulful traditions of Poush Sankranti in the East, India prays as one. ​We celebrate the sacred transition of the sun and fold our palms in gratitude for the harvest of crops and the human spirit.​ Let us offer the bitterness of the past to the holy fires and the rising tides. In the sweetness of Pithe and Til-Gul, let’s find the kindness we owe to one another. May this new season bring a warmth that dissolves every barrier and a light that guides every dream.​ Praying for a harvest of health, happiness, and endless prosperity for you and your loved ones.

Vivek Anand Oberoi

39,013 görüntüleme • 6 ay önce

holy moly @windsurf from Codeium is the best AI coding agent experience i've had 💨 🏄‍♂️ I scaffolded an entire Next.js app, including frontend and backend - db, auth, frontend framework etc. by simply talking to "Cascade" their AI coding agent they've figured something out something with the idea of - "Flows": "AI flows ensure that the AI always understands the context of your work, adapting instantly as you transition between tasks, so it can assist without needing to be brought up to speed or interrupt your focus." it's the first time working with an AI that I feel it actually understands what I'm trying to do and is acting with true agency it also stops to consult me when needed if anything is unclear it's a beautiful experience, so well done the best part is that it's free to try for the next few weeks for any developer
0:34

holy moly @windsurf from Codeium is the best AI coding agent experience i've had 💨 🏄‍♂️ I scaffolded an entire Next.js app, including frontend and backend - db, auth, frontend framework etc. by simply talking to "Cascade" their AI coding agent they've figured something out something with the idea of - "Flows": "AI flows ensure that the AI always understands the context of your work, adapting instantly as you transition between tasks, so it can assist without needing to be brought up to speed or interrupt your focus." it's the first time working with an AI that I feel it actually understands what I'm trying to do and is acting with true agency it also stops to consult me when needed if anything is unclear it's a beautiful experience, so well done the best part is that it's free to try for the next few weeks for any developer

Dan McAteer

190,467 görüntüleme • 1 yıl önce

Humanity stands on the threshold of a new energy era. In Hefei, eastern China, the next-generation "artificial sun" known as BEST is designed to transform fusion from a science experiment into a real-world power source. Standing for Burning Plasma Experimental Superconducting Tokamak, the reactor’s mission is to achieve “burning plasma,” where the fusion reaction generates its own sustaining heat. This is essential for the industry's holy grail: net energy gain. Targeting a 20 to 200 megawatt output (enough to power tens of thousands of households), BEST plans to demonstrate electricity generation by 2030. As a member of ITER—the world’s largest international fusion project in France—China contributes key components and shares research outcomes. Operating within frameworks like the “Hefei Fusion Declaration,” BEST serves as an open platform, pooling data and resources to accelerate the global transition to abundant, zero-carbon energy. This collaboration is proving that fusion is no longer just a distant dream, but a viable future solution.
0:32

Humanity stands on the threshold of a new energy era. In Hefei, eastern China, the next-generation "artificial sun" known as BEST is designed to transform fusion from a science experiment into a real-world power source. Standing for Burning Plasma Experimental Superconducting Tokamak, the reactor’s mission is to achieve “burning plasma,” where the fusion reaction generates its own sustaining heat. This is essential for the industry's holy grail: net energy gain. Targeting a 20 to 200 megawatt output (enough to power tens of thousands of households), BEST plans to demonstrate electricity generation by 2030. As a member of ITER—the world’s largest international fusion project in France—China contributes key components and shares research outcomes. Operating within frameworks like the “Hefei Fusion Declaration,” BEST serves as an open platform, pooling data and resources to accelerate the global transition to abundant, zero-carbon energy. This collaboration is proving that fusion is no longer just a distant dream, but a viable future solution.

Sinical

89,966 görüntüleme • 7 ay önce

In January 2016, the Nigerian Air Force (NAF) sent Boko Haram a “Happy New Year wish” by seamlessly conducting a precision drone strike that led to the glorious transition of Boko Haram jihadists to their maker, where they would be honored with 72 virgins each. The NAF’s deployment of the CH-3A Rainbow drone in this operation made Nigeria the first African nation to use armed UAVs for precision strikes in an active conflict. The drones successfully destroyed Boko Haram's "gun trucks," which are heavily armed technical vehicles. Now the question is: What happened to those NAF CH-3A Rainbow UAVs today? That said, I’m supposed to believe that the military that successfully executed this operation against Boko Haram just 11 years ago, in 2016, lacks the capacity to eliminate every other form of insurgent in the country, including bandits, with the same type of “Happy New year, Holy” firepower from the sky.
0:59

In January 2016, the Nigerian Air Force (NAF) sent Boko Haram a “Happy New Year wish” by seamlessly conducting a precision drone strike that led to the glorious transition of Boko Haram jihadists to their maker, where they would be honored with 72 virgins each. The NAF’s deployment of the CH-3A Rainbow drone in this operation made Nigeria the first African nation to use armed UAVs for precision strikes in an active conflict. The drones successfully destroyed Boko Haram's "gun trucks," which are heavily armed technical vehicles. Now the question is: What happened to those NAF CH-3A Rainbow UAVs today? That said, I’m supposed to believe that the military that successfully executed this operation against Boko Haram just 11 years ago, in 2016, lacks the capacity to eliminate every other form of insurgent in the country, including bandits, with the same type of “Happy New year, Holy” firepower from the sky.

Ozor Ndi Ozor

508,507 görüntüleme • 7 ay önce

The Official announcement of the passing to eternal glory of Pope Francis by Cardinal Kevin Farrell, Camerlengo of the Apostolic Chamber!! Prayer for the Repose of Pope Francis O God, eternal shepherd and ruler of all the faithful, We commend to Your infinite mercy Your servant, Pope Francis, Who faithfully served as the Vicar of Christ and shepherd of Your Church. Grant him eternal rest, we pray, And let perpetual light shine upon him. May his soul, through Your boundless compassion, Find peace and joy in Your heavenly kingdom. We give thanks for his life of humility, His love for the poor and marginalized, And his tireless witness to the Gospel. Guide Your Church in this time of transition, And inspire those who deliberate to choose a successor With wisdom, discernment, and unity in faith. Through the intercession of the Blessed Virgin Mary, And all the saints, Welcome Pope Francis into Your eternal embrace, Where he may rejoice forever in Your presence. We ask this through our Lord Jesus Christ, Your Son, Who lives and reigns with You in the unity of the Holy Spirit, One God, forever and ever. Amen.
1:17

The Official announcement of the passing to eternal glory of Pope Francis by Cardinal Kevin Farrell, Camerlengo of the Apostolic Chamber!! Prayer for the Repose of Pope Francis O God, eternal shepherd and ruler of all the faithful, We commend to Your infinite mercy Your servant, Pope Francis, Who faithfully served as the Vicar of Christ and shepherd of Your Church. Grant him eternal rest, we pray, And let perpetual light shine upon him. May his soul, through Your boundless compassion, Find peace and joy in Your heavenly kingdom. We give thanks for his life of humility, His love for the poor and marginalized, And his tireless witness to the Gospel. Guide Your Church in this time of transition, And inspire those who deliberate to choose a successor With wisdom, discernment, and unity in faith. Through the intercession of the Blessed Virgin Mary, And all the saints, Welcome Pope Francis into Your eternal embrace, Where he may rejoice forever in Your presence. We ask this through our Lord Jesus Christ, Your Son, Who lives and reigns with You in the unity of the Holy Spirit, One God, forever and ever. Amen.

Saint Adaugoijele ✝️

15,227 görüntüleme • 1 yıl önce

US DEBT CLOCK - UPDATE 💥💥SKY EVENT💥💥 👉🏼 88 PORTAL 👉🏼 8/9 STARGATE 👉🏼 PLANETARY ALIGNMENTS 👉🏼 SOLAR ACTIVITY 👉🏼 RED HEIFER SACRIFICE 👉🏼 TWO STATE SOLUTION 👉🏼 RED HEIFER SACRIFICE 👉🏼 TWO STATE SOLUTION 👉🏼 7 YR PEACE TREATY 👉🏼 FEAST OF TRUMPETS 👉🏼 SYSTEM COLLAPSE 👉🏼 NEW FINANCIAL SYSTEM 📅 Timeline: From Now Until the Feast of Trumpets 1. August 7–13 — Quiet Alignments & Setups •Behind-the-scenes agreements and system tests (financial, political, and technological). •Movement toward finalized settlements (e.g., XRP case signaling readiness for the new payment rails). •Spiritual prompting for the remnant to prepare and take notice. 2. August 14 — 40-Day Countdown Begins •The biblical 40-day warning period starts (Jonah 3:4 principle). •Expect signs in world events hinting at acceleration — especially in Israel, currency markets, and the heavens. •Prophetic call to repentance and readiness intensifies. 3. August 15–20 — Trigger Points •Possible public announcements tied to land division talks (Two-State Solution). •Financial markets show instability; gold, silver, and certain digital assets begin noticeable moves. •Political figures make unusual or urgent statements about “new systems” or “transition.” 4. Late August — Shakings & Separation •Significant natural events (earthquakes, storms, or celestial phenomena) drawing attention. •Acceleration of unrest in multiple nations — pressure points rising in the Middle East. •Distinct spiritual division: the wheat and tares become more visible. 5. Early September — High Watch Season •Possible Temple Mount developments, especially tied to the red heifer timeline. •Talks or agreements that could divide Israel’s land may be pushed forward. •Increasing prophetic signs in the heavens — alignments, unusual solar or lunar activity. 6. Feast of Trumpets (Sept. 22–24) — Climactic Moment •Symbolic of the Rapture and the Day of the Lord’s announcement. •Could mark a prophetic turning point — whether by a physical event, spiritual shift, or both. •Believers called to be ready as the “last trumpet” season is at hand (1 Thess. 4:16–17). ⸻ 📖 “Blow the trumpet in Zion; sound the alarm on my holy hill.” — Joel 2:1 📖 “When these things begin to take place… lift up your heads, because your redemption is drawing near.” — Luke 21:28 #USDebtClock US Debt Clock .org
9:59

US DEBT CLOCK - UPDATE 💥💥SKY EVENT💥💥 👉🏼 88 PORTAL 👉🏼 8/9 STARGATE 👉🏼 PLANETARY ALIGNMENTS 👉🏼 SOLAR ACTIVITY 👉🏼 RED HEIFER SACRIFICE 👉🏼 TWO STATE SOLUTION 👉🏼 RED HEIFER SACRIFICE 👉🏼 TWO STATE SOLUTION 👉🏼 7 YR PEACE TREATY 👉🏼 FEAST OF TRUMPETS 👉🏼 SYSTEM COLLAPSE 👉🏼 NEW FINANCIAL SYSTEM 📅 Timeline: From Now Until the Feast of Trumpets 1. August 7–13 — Quiet Alignments & Setups •Behind-the-scenes agreements and system tests (financial, political, and technological). •Movement toward finalized settlements (e.g., XRP case signaling readiness for the new payment rails). •Spiritual prompting for the remnant to prepare and take notice. 2. August 14 — 40-Day Countdown Begins •The biblical 40-day warning period starts (Jonah 3:4 principle). •Expect signs in world events hinting at acceleration — especially in Israel, currency markets, and the heavens. •Prophetic call to repentance and readiness intensifies. 3. August 15–20 — Trigger Points •Possible public announcements tied to land division talks (Two-State Solution). •Financial markets show instability; gold, silver, and certain digital assets begin noticeable moves. •Political figures make unusual or urgent statements about “new systems” or “transition.” 4. Late August — Shakings & Separation •Significant natural events (earthquakes, storms, or celestial phenomena) drawing attention. •Acceleration of unrest in multiple nations — pressure points rising in the Middle East. •Distinct spiritual division: the wheat and tares become more visible. 5. Early September — High Watch Season •Possible Temple Mount developments, especially tied to the red heifer timeline. •Talks or agreements that could divide Israel’s land may be pushed forward. •Increasing prophetic signs in the heavens — alignments, unusual solar or lunar activity. 6. Feast of Trumpets (Sept. 22–24) — Climactic Moment •Symbolic of the Rapture and the Day of the Lord’s announcement. •Could mark a prophetic turning point — whether by a physical event, spiritual shift, or both. •Believers called to be ready as the “last trumpet” season is at hand (1 Thess. 4:16–17). ⸻ 📖 “Blow the trumpet in Zion; sound the alarm on my holy hill.” — Joel 2:1 📖 “When these things begin to take place… lift up your heads, because your redemption is drawing near.” — Luke 21:28 #USDebtClock US Debt Clock .org

Maero𝕏

71,721 görüntüleme • 11 ay önce

The cost of energy is skyrocketing because Bowen’s bowl of spaghetti energy transition is an epic fail. As his cultural sensitivity mask crashes to the floor. I challenged Chris Bowen in McMahon for many reasons. Chief among them, I don’t believe he represents most of the people in his seat. There is no better caricature of the scale of the misalignment than his giving an acknowledgement of country in Dubai -at COP 28. Not only did his electorate vote a resounding “no” to the referendum, it also doesn’t prioritise climate action over cheap and reliable energy. In fact, the seat is highly damaged by the feckless and fruitless energy policies of the Albanese government. Especially the rapidly rising cost of electricity. The seat is about as far removed from the COP 28 brigade demographically, as Dubai is from Blacktown geographically. Yet Bowen fits right in at COP. As he acknowledges all the worlds traditional custodians on foreign soil to a crowd almost as confused by this as he is with his portfolio. An empty virtue signal – just like COP 28. Filled with pretence and hollow promise, he comes from the side of politics that wears their so-called cultural sensitivities as a bravery medal. I think it is all empty spin personally. Helpfully, Bowen proves this pretence to be as empty as his pasta bowl in the Holy Mass. You would be forgiven for thinking that the majority of McMahon are empty suits, taking junkets to greenwash the grid with broken systems – to enrich the grifting global 0.1%. But no. The majority of McMahon are hard-working people of faith. The largest religious community in McMahon are in fact Roman Catholics. Followed by Protestants. One of the things that people seem to miss about seats like McMahon, is that they are mostly people of faith and community. Most of them common-sense folk, who just want a fair go. Bowen treats the electorate with contempt. He tries his best to bribe off this community group or that, mostly in Fairfield, in the hope that together with the base Labor vote and small Green fringe it will carry him home. So, he sits in a Mass, during communion and eats a bowl of pasta. I don’t believe it was his first Mass. He also knows not to eat during the service. I assure you, there is no way he would have sat in a Chaldean Mass at Christmas and ate a bowl of Pacha. Because he understands precisely what that would rightly do to his community standing. The fact that he sat in a catholic mass eating a bowl of food while talking to his mates, demonstrates his utter contempt for the largest faith group in his community. He probably doesn’t understand the deep connections between the beliefs of that group and those he spends his time trying to impress. I don’t think Bowen is a talented minister, I think he has presided over the most destructive period in industrial Australia, since industry. I also think he has no belief beyond his own self-promotion. He demonstrates this with things like his insincere and ridiculous international acknowledgement of country - juxtaposed against his utter contempt for those of catholic faith in McMahon. He apparently denies knowledge of his surroundings as he sucked on his spaghetti – nonsense - Bowen, must come clean. He must admit he has no real cultural sensitivity and that all the rest of his pretence is nothing more than a rouge. That and the fact that he is directly responsible for the rapid increase in the cost of energy and his idiotic blind transition to renewables – as the world is walking away. Surely, we can do better. We must. I just want Australia back.
0:25

The cost of energy is skyrocketing because Bowen’s bowl of spaghetti energy transition is an epic fail. As his cultural sensitivity mask crashes to the floor. I challenged Chris Bowen in McMahon for many reasons. Chief among them, I don’t believe he represents most of the people in his seat. There is no better caricature of the scale of the misalignment than his giving an acknowledgement of country in Dubai -at COP 28. Not only did his electorate vote a resounding “no” to the referendum, it also doesn’t prioritise climate action over cheap and reliable energy. In fact, the seat is highly damaged by the feckless and fruitless energy policies of the Albanese government. Especially the rapidly rising cost of electricity. The seat is about as far removed from the COP 28 brigade demographically, as Dubai is from Blacktown geographically. Yet Bowen fits right in at COP. As he acknowledges all the worlds traditional custodians on foreign soil to a crowd almost as confused by this as he is with his portfolio. An empty virtue signal – just like COP 28. Filled with pretence and hollow promise, he comes from the side of politics that wears their so-called cultural sensitivities as a bravery medal. I think it is all empty spin personally. Helpfully, Bowen proves this pretence to be as empty as his pasta bowl in the Holy Mass. You would be forgiven for thinking that the majority of McMahon are empty suits, taking junkets to greenwash the grid with broken systems – to enrich the grifting global 0.1%. But no. The majority of McMahon are hard-working people of faith. The largest religious community in McMahon are in fact Roman Catholics. Followed by Protestants. One of the things that people seem to miss about seats like McMahon, is that they are mostly people of faith and community. Most of them common-sense folk, who just want a fair go. Bowen treats the electorate with contempt. He tries his best to bribe off this community group or that, mostly in Fairfield, in the hope that together with the base Labor vote and small Green fringe it will carry him home. So, he sits in a Mass, during communion and eats a bowl of pasta. I don’t believe it was his first Mass. He also knows not to eat during the service. I assure you, there is no way he would have sat in a Chaldean Mass at Christmas and ate a bowl of Pacha. Because he understands precisely what that would rightly do to his community standing. The fact that he sat in a catholic mass eating a bowl of food while talking to his mates, demonstrates his utter contempt for the largest faith group in his community. He probably doesn’t understand the deep connections between the beliefs of that group and those he spends his time trying to impress. I don’t think Bowen is a talented minister, I think he has presided over the most destructive period in industrial Australia, since industry. I also think he has no belief beyond his own self-promotion. He demonstrates this with things like his insincere and ridiculous international acknowledgement of country - juxtaposed against his utter contempt for those of catholic faith in McMahon. He apparently denies knowledge of his surroundings as he sucked on his spaghetti – nonsense - Bowen, must come clean. He must admit he has no real cultural sensitivity and that all the rest of his pretence is nothing more than a rouge. That and the fact that he is directly responsible for the rapid increase in the cost of energy and his idiotic blind transition to renewables – as the world is walking away. Surely, we can do better. We must. I just want Australia back.

Matthew Camenzuli

17,702 görüntüleme • 1 yıl önce

Robert Friedland (Robert Friedland) is one of the most important voices in Metals & Mining. When he speaks, we should listen. He recently gave a 40-minute speech on Green Energy, Electrification, Metal Scarcity, and more. Here are my notes from the talk 👇 WHAT DOES "ENERGY TRANSITION" MEAN? "You have a billion people that burn firewood to live. They have no access to electrical energy." "We're burning more coal and more oil today than in the history of the world." "We spent $4T putting up solar panels for hydrocarbons to still capture 83% of energy source." "You're not going to stop global warming by buying an electric car." ON ELECTRIC CARS & EV BATTERIES "With current lithium ion technology, the destruction we cause, the global warming gas we cause, we might as well sit on our chairs and do nothing." "You just bought your wife a coal-burning car by buying an EV." "The current generation of EV batteries will be toast in 2-3 years." "I would short every lithium company in the world." "We're going to kill the lithium hydroxide business over time." COMMON METALS VITAL FOR TRANSITION "If we're going to have a transition, we need common and abundant materials. We can't rely on things like nickel." "The batteries they're making now are low-grade lithium metal. You don't need nickel, cobalt, graphite, They're out the window." "You want batteries made out of common materials so billions of people can use it." WOMB TO TOMB EXAMINATION OF NET ZERO "Look at the whole system if you're trying to eliminate global warming." "The Chinese are saying 2060 and India is now saying 2070. What does that tell you?" "There's zero chance that the twelve major automakers will find enough nickel to make their batteries." "The amount of metal we need doesn't exist currently in a way that's green or sustainable. It's apparent to any readily intelligible person." "How can we stop burning coal and oil and not have an energy transition?" TWO COMPETING PARADIGMS "We have two competing tribes. One tribe says 'I want to save the world, I'm green, I need cobalt, nickel, platinum, or palladium'. The other tribe says 'Holy shit, the Army/Navy wants these metals for national defense.'" "The intensity of metal demand in conflict is beyond your wildest imagination. In WWI you needed a telescope to see the price of copper." "So we're heading to a world where both tribes have a strong demand for more metals. We're balkenizing the world into two camps and its tearing the global supply chains apart." A VERY DIFFICULT TIME "It does appear that the world is warming, and there's zero chance we'll reduce that. The question is how bad will it get?" "I was in CA recently, it was $6.20 per gallon. The average citizen is pissed off." "I agree with Jamie Dimon that this is the most dangerous time since I've been alive." "The Fed are idiots. They told us that inflation was over. And it's not even close." WE NEED TO REINVENT THE MINING INDUSTRY "First of all, we have to try to mine in the United States. No intelligent person has tried to do that in the last few generations." "Everything is blown out of proportion because mining is viewed as a bad thing." "We also have to determine what metals we actually need for the future. Which is copper." "Imagine you're plugging an EV w/ 1MW charger. Our grid is literally a 110 year old lady waiting to die. The Chinese tell me it will take $21T to rebuild the electrical grid." "Our grid is like balancing a pencil vertically on your palm. There's no storage there." "The symbol of the US, the bald eagle, is flying into offshore windmills. They're just chewing them up. Who wants to live near them? They're very low density." "At least real miners know how hard it is to actually find metals and mine it." ENERGY CONSUMPTION "A Google search requires 1,000 joules of electrical energy. You think its free, but its paid for by advertising." "You think the internet is green? You know how much energy it requires to use AI/ChatGPT? You think Bitcoin/crypto is green?" IMPORTANCE OF COPPER "I don't know if we need gold. But I do know we need copper. And we need it really badly." "Having said that, I'd rather there be gold in my copper. Because people will always want gold." "People are getting rid of their excess copper because they're de-stocking to reduce their interest cost. But we're nearing the end of de-stocking and paper selling." "This huge clash is coming between Army, Navy, Air Force and the Greening of the world economy. And the miners have an unbelievable burden to make that happen." "At the same time we need these metals, its harder to get the equipment needed to mine the metal!" "The miners have a very important role to play to supply the world with the metals it desperately needs." IMPORTANCE OF SAUDI ARABIA "If Saudi Arabia can't maintain basic energy security, we'll have $200-$300 oil. We need stability in that pricing. At $100-$300 oil, people in Egypt don't eat." "Saudi is playing a beneficial role by keeping oil between $70-90 per barrel." AUDIENCE Q&A "The valuation of the mining industry relative to the S&P 500 is the lowest in living memory. The general person thinks that mining is evil and must be eliminated." "50% of what goes into an EV is hydrocarbon. If we stopped producing oil, half of humanity would die from starvation." "I don't think we understand how formidable the Chinese are." "In a Balkenized economy, we went from a Just-in-Time supply chain to a Just-in-Case supply chain." "How much metal do we need to build nuclear reactors? How much steel, concrete, rebar, nuclear engineers do you need to build these things?" "The problem is that the world economy is Balkenized. Where is the steel coming from? Where are the pumps coming from? The French want nuclear power, and the Germans are burning coal. Even within Europe, its Balkenized. That's all I see." "I think the mining industry needs to defend itself more. Where do you think stuff comes from? There's the hardware of the mine (tons, grade, engineering). Then there's all the people around the mine (locals). There's invariably a clash with the locals around the mine. Unless they're buying into it, its not going to happen. That's the software around mining." ON KNOWING WHERE THINGS COME FROM "People don't realize where things come from. As people live in urban environments, they forget where things come from." "We need to communicate the importance of mining and humanize it as an activity. We need to mine in the United States. We need to figure out what should be mined, where we're allowed to mine, and how."
48:43

Robert Friedland (Robert Friedland) is one of the most important voices in Metals & Mining. When he speaks, we should listen. He recently gave a 40-minute speech on Green Energy, Electrification, Metal Scarcity, and more. Here are my notes from the talk 👇 WHAT DOES "ENERGY TRANSITION" MEAN? "You have a billion people that burn firewood to live. They have no access to electrical energy." "We're burning more coal and more oil today than in the history of the world." "We spent $4T putting up solar panels for hydrocarbons to still capture 83% of energy source." "You're not going to stop global warming by buying an electric car." ON ELECTRIC CARS & EV BATTERIES "With current lithium ion technology, the destruction we cause, the global warming gas we cause, we might as well sit on our chairs and do nothing." "You just bought your wife a coal-burning car by buying an EV." "The current generation of EV batteries will be toast in 2-3 years." "I would short every lithium company in the world." "We're going to kill the lithium hydroxide business over time." COMMON METALS VITAL FOR TRANSITION "If we're going to have a transition, we need common and abundant materials. We can't rely on things like nickel." "The batteries they're making now are low-grade lithium metal. You don't need nickel, cobalt, graphite, They're out the window." "You want batteries made out of common materials so billions of people can use it." WOMB TO TOMB EXAMINATION OF NET ZERO "Look at the whole system if you're trying to eliminate global warming." "The Chinese are saying 2060 and India is now saying 2070. What does that tell you?" "There's zero chance that the twelve major automakers will find enough nickel to make their batteries." "The amount of metal we need doesn't exist currently in a way that's green or sustainable. It's apparent to any readily intelligible person." "How can we stop burning coal and oil and not have an energy transition?" TWO COMPETING PARADIGMS "We have two competing tribes. One tribe says 'I want to save the world, I'm green, I need cobalt, nickel, platinum, or palladium'. The other tribe says 'Holy shit, the Army/Navy wants these metals for national defense.'" "The intensity of metal demand in conflict is beyond your wildest imagination. In WWI you needed a telescope to see the price of copper." "So we're heading to a world where both tribes have a strong demand for more metals. We're balkenizing the world into two camps and its tearing the global supply chains apart." A VERY DIFFICULT TIME "It does appear that the world is warming, and there's zero chance we'll reduce that. The question is how bad will it get?" "I was in CA recently, it was $6.20 per gallon. The average citizen is pissed off." "I agree with Jamie Dimon that this is the most dangerous time since I've been alive." "The Fed are idiots. They told us that inflation was over. And it's not even close." WE NEED TO REINVENT THE MINING INDUSTRY "First of all, we have to try to mine in the United States. No intelligent person has tried to do that in the last few generations." "Everything is blown out of proportion because mining is viewed as a bad thing." "We also have to determine what metals we actually need for the future. Which is copper." "Imagine you're plugging an EV w/ 1MW charger. Our grid is literally a 110 year old lady waiting to die. The Chinese tell me it will take $21T to rebuild the electrical grid." "Our grid is like balancing a pencil vertically on your palm. There's no storage there." "The symbol of the US, the bald eagle, is flying into offshore windmills. They're just chewing them up. Who wants to live near them? They're very low density." "At least real miners know how hard it is to actually find metals and mine it." ENERGY CONSUMPTION "A Google search requires 1,000 joules of electrical energy. You think its free, but its paid for by advertising." "You think the internet is green? You know how much energy it requires to use AI/ChatGPT? You think Bitcoin/crypto is green?" IMPORTANCE OF COPPER "I don't know if we need gold. But I do know we need copper. And we need it really badly." "Having said that, I'd rather there be gold in my copper. Because people will always want gold." "People are getting rid of their excess copper because they're de-stocking to reduce their interest cost. But we're nearing the end of de-stocking and paper selling." "This huge clash is coming between Army, Navy, Air Force and the Greening of the world economy. And the miners have an unbelievable burden to make that happen." "At the same time we need these metals, its harder to get the equipment needed to mine the metal!" "The miners have a very important role to play to supply the world with the metals it desperately needs." IMPORTANCE OF SAUDI ARABIA "If Saudi Arabia can't maintain basic energy security, we'll have $200-$300 oil. We need stability in that pricing. At $100-$300 oil, people in Egypt don't eat." "Saudi is playing a beneficial role by keeping oil between $70-90 per barrel." AUDIENCE Q&A "The valuation of the mining industry relative to the S&P 500 is the lowest in living memory. The general person thinks that mining is evil and must be eliminated." "50% of what goes into an EV is hydrocarbon. If we stopped producing oil, half of humanity would die from starvation." "I don't think we understand how formidable the Chinese are." "In a Balkenized economy, we went from a Just-in-Time supply chain to a Just-in-Case supply chain." "How much metal do we need to build nuclear reactors? How much steel, concrete, rebar, nuclear engineers do you need to build these things?" "The problem is that the world economy is Balkenized. Where is the steel coming from? Where are the pumps coming from? The French want nuclear power, and the Germans are burning coal. Even within Europe, its Balkenized. That's all I see." "I think the mining industry needs to defend itself more. Where do you think stuff comes from? There's the hardware of the mine (tons, grade, engineering). Then there's all the people around the mine (locals). There's invariably a clash with the locals around the mine. Unless they're buying into it, its not going to happen. That's the software around mining." ON KNOWING WHERE THINGS COME FROM "People don't realize where things come from. As people live in urban environments, they forget where things come from." "We need to communicate the importance of mining and humanize it as an activity. We need to mine in the United States. We need to figure out what should be mined, where we're allowed to mine, and how."

Brandon Beylo

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