Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

Introducing India’s first and only 23 km long, 3 laned, 16 MW solar power generating Healthway 2nd in world after South Korea (solar roof top covered) Great job HMDA 👍

KTRBRS's profile picture

KTR

4,602,536 subscribers

717,911 görüntüleme • 3 yıl önce •via X (Twitter)

Haberler & PolitikaSağlık & İyilikBilim & Teknoloji
LIVE

Anya Rossi• Live Now

Private livecam show

10 Yorum

Vaibhav profil fotoğrafı
Vaibhav3 yıl önce

@HMDA_Gov I did my summer internship in Hyderabad 2018. I was amazed by the infra and expected Bangalore would be the same or better. All my dreams shattered in blr on first day 2022. Met with potholes in the middle of flyover outside the biggest tech park. 😔

Captain Fasak 2.0🎯 profil fotoğrafı
Captain Fasak 2.0🎯3 yıl önce

@HMDA_Gov 👏👏👏

Enugu Bharath Reddy profil fotoğrafı
Enugu Bharath Reddy3 yıl önce

@HMDA_Gov This is #TelanganaSpeed! 04/03/2022👇 01/10/2023👇

Dharani profil fotoğrafı
Dharani3 yıl önce

@HMDA_Gov

Srujan Kyatham profil fotoğrafı
Srujan Kyatham3 yıl önce

@HMDA_Gov

Sitaram Dhulipala profil fotoğrafı
Sitaram Dhulipala3 yıl önce

@HMDA_Gov Congratulations for providing an eco friendly project for the usage of citizens especially people concerning about environment protection.

Bala kumar Ugadi profil fotoğrafı
Bala kumar Ugadi3 yıl önce

@HMDA_Gov 👇

Srinivas S profil fotoğrafı
Srinivas S3 yıl önce

@HMDA_Gov That's amazing! Glad to see Hyderabad and Telangana racing ahead of India

R K Yadav profil fotoğrafı
R K Yadav3 yıl önce

@arvindkumar_ias @HMDA_Gov Request -9: Pls consider this request #Ameenpur road connectivity with #BHEL junction from #chandanagar #sridevi #theater road. It's just a half km a bridge over a Naala will avoid using congested road . It will Avoid traffic jam and make travel easy for Ameenpur residents.

vvlsravikumar profil fotoğrafı
vvlsravikumar3 yıl önce

@HMDA_Gov East or west KTR best 👌🏻👌🏻💐💐💐❤️❤️kudos to you sir

Benzer Videolar

Is the Telangana Congress Government destroying India’s first Solar Roof Cycle Track? I was shocked to see this video showing the partial removal of the cycling track along the ORR. Is this yet another attempt by Revanth Reddy to erase KCR’s legacy? Why this madness? Why destroy such a valuable piece of public infrastructure for political vendetta? A brainchild of the erstwhile IT & Municipal Administration Minister KTR, this 23 km Solar Roof Cycle Track is the second of its kind globally and has earned accolades worldwide. This innovative track not only promotes eco-friendly transportation but also harnesses solar energy. (First Video credit: Fahrukh Zayn)
0:25

Is the Telangana Congress Government destroying India’s first Solar Roof Cycle Track? I was shocked to see this video showing the partial removal of the cycling track along the ORR. Is this yet another attempt by Revanth Reddy to erase KCR’s legacy? Why this madness? Why destroy such a valuable piece of public infrastructure for political vendetta? A brainchild of the erstwhile IT & Municipal Administration Minister KTR, this 23 km Solar Roof Cycle Track is the second of its kind globally and has earned accolades worldwide. This innovative track not only promotes eco-friendly transportation but also harnesses solar energy. (First Video credit: Fahrukh Zayn)

Konatham Dileep

427,430 görüntüleme • 1 yıl önce

Solar is now among the cheapest power on the grid. The catch: it only works half the day. In the hours after sunset, that cheap, clean power simply isn't available, so the grid relies on other energy sources to fill in. Closing that gap is why Ben Nowack ☀️🌎🪞 started Reflect Orbital. He wanted to produce something that was cheaper than using fossil fuels and worked around the clock. Mirrors in orbit that redirect sunlight back down to Earth, with the long-term goal of keeping solar farms generating energy after dark. In this clip: why the hours solar can't cover are the biggest opening in energy.
3:01

Solar is now among the cheapest power on the grid. The catch: it only works half the day. In the hours after sunset, that cheap, clean power simply isn't available, so the grid relies on other energy sources to fill in. Closing that gap is why Ben Nowack ☀️🌎🪞 started Reflect Orbital. He wanted to produce something that was cheaper than using fossil fuels and worked around the clock. Mirrors in orbit that redirect sunlight back down to Earth, with the long-term goal of keeping solar farms generating energy after dark. In this clip: why the hours solar can't cover are the biggest opening in energy.

Chris Powers

25,092 görüntüleme • 3 ay önce

Anytime someone says Teslas cannot handle a natural disaster like a hurricane, I take it VERY personally. I endured a category 5 hurricane while my Tesla Solar and Powerwalls survived 100 MPH SUSTAINED winds for hours, THEN powered my house without any grid power for EIGHT DAYS. My house had roof damage on THE ONLY SIDE WITHOUT SOLAR PANELS. I am convinced the solar panels actually protect your roof. They are impact resistant, stronger than the wood roof that is for sure. One solar panel even was cracked, but it still worked and operated like normal. My system produced solar energy at PEAK levels. The hurricane power washed the solar panels so they were cleaner than they have ever been. Plus, the post hurricane weather was beautiful. It was sunny every single day and the atmosphere was cleansed. I was producing more than enough energy to power the entire house AND charge my Tesla. Being able to enjoy the AC, hot water, cook on the stove, do dishes, wash clothes, EVERYTHING, while my entire neighborhood is completely flooded was a very humbling experience. I still remember the simple joys of being able to make a cup of coffee in the morning when I didn't even have grid power. PRICELESS! The return on investment for Powerwalls is not something you can calculate. It's something you have to EXPERIENCE. Being able to take a hot shower when my neighbors don't have that luxury was something I didn't take for granted. On top of it, the excess solar energy was able to charge my Tesla so I was able to safely evacuate as the water kept rising. I thought Teslas left owners STRANDED if there was no electricity? I thought Teslas left owners stranded in an emergency? I thought Teslas left owners stranded in stop and go traffic? I thought Teslas left owners stranded during an evacuation? NOPE!!!!! I lived it all, you can't tell me otherwise when I experienced it first hand. The Tesla ecosystem is the ultimate luxury after a natural disaster like a hurricane. This video is basically the ultimate F.U. to Tesla Haters, because every single Tesla misconception is SMASHED with my very own personal experience. Tesla + Tesla Solar + Tesla Powerwall = The ultimate tool to survive after a catastrophic hurricane.
16:46

Anytime someone says Teslas cannot handle a natural disaster like a hurricane, I take it VERY personally. I endured a category 5 hurricane while my Tesla Solar and Powerwalls survived 100 MPH SUSTAINED winds for hours, THEN powered my house without any grid power for EIGHT DAYS. My house had roof damage on THE ONLY SIDE WITHOUT SOLAR PANELS. I am convinced the solar panels actually protect your roof. They are impact resistant, stronger than the wood roof that is for sure. One solar panel even was cracked, but it still worked and operated like normal. My system produced solar energy at PEAK levels. The hurricane power washed the solar panels so they were cleaner than they have ever been. Plus, the post hurricane weather was beautiful. It was sunny every single day and the atmosphere was cleansed. I was producing more than enough energy to power the entire house AND charge my Tesla. Being able to enjoy the AC, hot water, cook on the stove, do dishes, wash clothes, EVERYTHING, while my entire neighborhood is completely flooded was a very humbling experience. I still remember the simple joys of being able to make a cup of coffee in the morning when I didn't even have grid power. PRICELESS! The return on investment for Powerwalls is not something you can calculate. It's something you have to EXPERIENCE. Being able to take a hot shower when my neighbors don't have that luxury was something I didn't take for granted. On top of it, the excess solar energy was able to charge my Tesla so I was able to safely evacuate as the water kept rising. I thought Teslas left owners STRANDED if there was no electricity? I thought Teslas left owners stranded in an emergency? I thought Teslas left owners stranded in stop and go traffic? I thought Teslas left owners stranded during an evacuation? NOPE!!!!! I lived it all, you can't tell me otherwise when I experienced it first hand. The Tesla ecosystem is the ultimate luxury after a natural disaster like a hurricane. This video is basically the ultimate F.U. to Tesla Haters, because every single Tesla misconception is SMASHED with my very own personal experience. Tesla + Tesla Solar + Tesla Powerwall = The ultimate tool to survive after a catastrophic hurricane.

Jeremy Judkins

97,751 görüntüleme • 2 yıl önce

$TE T1 Energy Energy is the new currency. AI deals are now measured in GWs. Without power, the AI revolution stalls. Data centers are being booted from cities due to energy concerns. Nat gas buildouts? 3-5 years out. Nuclear? A decade away. But data centers are building NOW. Solar is the only large-scale, rapidly deployable energy source ready today. China has a stranglehold. Even $TSLA doesn't make its own solar panels/cells. Enter FEOC rules (Foreign Entity of Concern): Only modules using U.S.-made cells qualify for the 10% domestic content bonus on top of the 30% ITC through 2029. Imported cells? Disqualifies the whole system. US based and large scale fully integrated publicly traded solar cell producers are very few. Actually there's really just two... 🔸First Solar $FSLR ($25B mkt cap) 🔸T1 Energy $TE ($700M mkt cap) T1 Energy $TE -One of the most vertically integrated solar makers in the U.S. -Texas based -Snagged a Texas solar plant dirt cheap post-Trump election from a Chinese firm. -Rated as having one of the most advanced solar manufacturing facilities in the world. -Another Texas plant online next year -Targeting 10 GW solar production capacity. A nuclear reactor makes ~5GW equivalent. That's two nuclear reactors per year. (there is currently only 13GW solar production capacity in the entire US) -Landmark Corning deal (Aug 2025) locks in U.S.-made polysilicon/wafers from Michigan for a full domestic chain: polysilicon → wafers → cells → panels -Zero China-sourced components in disclosures -It's competitor First Solar $FSLR is 36x the market cap. - $TE revenue surged from $3M (24Q4) to $54M (25Q1) to $133M (25Q2). Q3 estimate is $300M. -Turned positive gross profit this year -Poised for a major lift from Section 45X Production Tax Credits under the One Big Beautiful Bill Act -Cash projection: >$100M by year-end -P/S (TTM): 3.87 vs. $FSLR's 5.75 -Stock breaking out of multi-year consolidation -Down ~20% in recent pullback $FSLR is the safe pick. $TE? High risk, high reward. As energy desperation ramps up the move on $TE could be eye watering.
2:46

$TE T1 Energy Energy is the new currency. AI deals are now measured in GWs. Without power, the AI revolution stalls. Data centers are being booted from cities due to energy concerns. Nat gas buildouts? 3-5 years out. Nuclear? A decade away. But data centers are building NOW. Solar is the only large-scale, rapidly deployable energy source ready today. China has a stranglehold. Even $TSLA doesn't make its own solar panels/cells. Enter FEOC rules (Foreign Entity of Concern): Only modules using U.S.-made cells qualify for the 10% domestic content bonus on top of the 30% ITC through 2029. Imported cells? Disqualifies the whole system. US based and large scale fully integrated publicly traded solar cell producers are very few. Actually there's really just two... 🔸First Solar $FSLR ($25B mkt cap) 🔸T1 Energy $TE ($700M mkt cap) T1 Energy $TE -One of the most vertically integrated solar makers in the U.S. -Texas based -Snagged a Texas solar plant dirt cheap post-Trump election from a Chinese firm. -Rated as having one of the most advanced solar manufacturing facilities in the world. -Another Texas plant online next year -Targeting 10 GW solar production capacity. A nuclear reactor makes ~5GW equivalent. That's two nuclear reactors per year. (there is currently only 13GW solar production capacity in the entire US) -Landmark Corning deal (Aug 2025) locks in U.S.-made polysilicon/wafers from Michigan for a full domestic chain: polysilicon → wafers → cells → panels -Zero China-sourced components in disclosures -It's competitor First Solar $FSLR is 36x the market cap. - $TE revenue surged from $3M (24Q4) to $54M (25Q1) to $133M (25Q2). Q3 estimate is $300M. -Turned positive gross profit this year -Poised for a major lift from Section 45X Production Tax Credits under the One Big Beautiful Bill Act -Cash projection: >$100M by year-end -P/S (TTM): 3.87 vs. $FSLR's 5.75 -Stock breaking out of multi-year consolidation -Down ~20% in recent pullback $FSLR is the safe pick. $TE? High risk, high reward. As energy desperation ramps up the move on $TE could be eye watering.

YeahDave

146,661 görüntüleme • 11 ay önce

This is again an incredible and inspiring ‘Amrit Kaal moment’ for India and its space research 🚀. After a successful moon mission — India becoming the first nation to land near the lunar South Pole — India set her eyes upon the Sun ☀️. India’s successfully launched maiden solar mission Aditya L1 will decode the mystery of the Sun ☀️. For India and its space research, the sky is the limit under the leadership of PM Shri Narendra Modi ji 🇮🇳. Our extremely dedicated scientists at ISRO have been delivering their best one after another, projecting India as a top global player in the field of space research 🌌. #AdityaL1Launch
0:33

This is again an incredible and inspiring ‘Amrit Kaal moment’ for India and its space research 🚀. After a successful moon mission — India becoming the first nation to land near the lunar South Pole — India set her eyes upon the Sun ☀️. India’s successfully launched maiden solar mission Aditya L1 will decode the mystery of the Sun ☀️. For India and its space research, the sky is the limit under the leadership of PM Shri Narendra Modi ji 🇮🇳. Our extremely dedicated scientists at ISRO have been delivering their best one after another, projecting India as a top global player in the field of space research 🌌. #AdityaL1Launch

Anurag Thakur

82,104 görüntüleme • 3 yıl önce

On This Day 1986 BBC World Cup Grandstand…LIVE 10:25pm-12:55am Group F England 3-0 Poland A vital game for England in Monterrey, only a victory would do, after a defeat to Portugal and a goalless draw against Morocco. Gary Lineker’s famous first half hat-trick seals victory and puts England through to the last 16. Brilliant commentary from the great Barry Davies and the patriotic Jimmy Hill in the background. #WorldCup #FIFAWorldCup #England
5:00

On This Day 1986 BBC World Cup Grandstand…LIVE 10:25pm-12:55am Group F England 3-0 Poland A vital game for England in Monterrey, only a victory would do, after a defeat to Portugal and a goalless draw against Morocco. Gary Lineker’s famous first half hat-trick seals victory and puts England through to the last 16. Brilliant commentary from the great Barry Davies and the patriotic Jimmy Hill in the background. #WorldCup #FIFAWorldCup #England

TV Football 1968-92

28,396 görüntüleme • 3 ay önce

Canadian Solar [Full Investment Thesis]: Everything You Need to Know About $CSIQ “THE GREAT SOLAR RECKONING” ☀️ 🔋$CSIQ became my largest position earlier this year, after I had been studying the company since 2023. Here is my 250-page, ~three-hour presentation on Canadian Solar. I made this video to compress the 1,000+ hours of work already done here, hopefully helping speed up the learning curve for anyone interested.☀️🔋 This is not meant to be flawless. It is meant to be done. I believe $CSIQ is entering one of the most promising periods in its history. With $15B+ in total assets, three multi-billion-dollar businesses spanning solar manufacturing, storage manufacturing, and project development across six continents, and a mere ~$1B market capitalization, Canadian Solar is poised to be one of the top energy performers in 2026. The market has left this company for dead. But underneath the surface, the foundations of the business have been getting stronger: - While the solar industry wrongly spent on building overcapacity, Canadian Solar was one of the few companies slowing down and investing upstream into its project development arm. - While everyone looked to globalize supply chains, Canadian Solar has been building its manufacturing presence in the U.S. since 2023. - While much of the industry was still debating battery storage, Canadian Solar was already building gigawatt-scale projects in 2021. Today, it is reaping the benefits of having been a first mover. This is the story of a company that, despite operating in a ruthless and complicated industry, has consistently been deliberate and rational in its capital allocation decisions. It remains founder-led, with the founder still owning ~20% of the company. Shareholder value creation will always be top of mind, regardless of the market’s current irrationality. The solar industry, like every commodity industry, is deeply cyclical. I am convinced we have already seen the worst of it, and that better profitability is ahead for equipment manufacturers. This is already starting to show in CSI Solar’s Q1 2026 results, with $100M+ in operating profit for the quarter. The supply-demand imbalance for electricity should result in excess profitability. $CSIQ is about to make the undeniable obvious: Canadian Solar is a Western (actually, global) leader in renewable energy. Not middle of the pack. At the very top. They produce ~25 GW of solar modules per year and ~15 GWh of storage per year. For reference, the entire U.S. added roughly 60 GW of total generation capacity in 2025. And they do not only manufacture. They also develop, engineer, construct, and operate billions of dollars of energy assets. That creates a powerful learning and feedback loop between manufacturing and operations, allowing them to stay ahead of the curve. Their BESS experience is the clearest example. At first glance, my estimates and projections may look overly optimistic. But I would ask you to take the time to analyze each one individually. I think you will see that even my bull case uses assumptions that many people already treat as base case assumptions for comparable companies such as $FLNC, $TE, $FSLR, $AMRC, $NXT, and others. My base case assumes roughly half the profitability the industry expects from peers, and still results in an ~10x investment opportunity. Not growing into it. Worth that today. Please feel free to share your thoughts, feedback, questions, and pushback!! ☀️☀️🔋🔋 Timeline CSIQ: 0:00 Introduction 1:38 Executive Summary 11:35 Macro 18:15 Corporate History 21:00 Management & Team 25:10 Solar Industry & Market 42:47 CSI Solar - the $7B solar behemoth $CSIQ owns 57:00 Project Demand - CSI Solar 1:00:05 BESS Subsidiary with Multi-GWh Firm Orders 1:05:35 Project Demand for e-Storage/BESS 1:11:44 Recurrent Energy - The Multi-Billion Renewable Project Developer 1:34:36 US Manufacturing - 10GWs of Capacity and First Ever to Produce Solar Cells Domestically 1:56:15 Competitors 2:19:29 Litigation 2:28:32 Quality 2:30:52 Valuation & Financial Analysis 2:40:40 Conclusion 2:43:15 Miscellaneous Disclaimer: This post is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell $CSIQ or any other security mentioned here. I am not a registered investment advisor (RIA). Always do your own research (DYOR). I and/or accounts under my management or discretion, may currently hold positions in $CSIQ and may purchase or sell shares at any time without further notice. My opinions, price targets, and allocation suggestions are my personal views and can change without prior notice. Investing in stocks involves a significant risk of loss of capital. Past performance is not indicative of future results. If you found this useful, follow me for more deep dives like this. I spend a ridiculous amount of time studying this whole ecosystem. Please like and share this post if you think more people should be aware of how attractive Canadian Solar could be as an investment opportunity.
2:50:23

Canadian Solar [Full Investment Thesis]: Everything You Need to Know About $CSIQ “THE GREAT SOLAR RECKONING” ☀️ 🔋$CSIQ became my largest position earlier this year, after I had been studying the company since 2023. Here is my 250-page, ~three-hour presentation on Canadian Solar. I made this video to compress the 1,000+ hours of work already done here, hopefully helping speed up the learning curve for anyone interested.☀️🔋 This is not meant to be flawless. It is meant to be done. I believe $CSIQ is entering one of the most promising periods in its history. With $15B+ in total assets, three multi-billion-dollar businesses spanning solar manufacturing, storage manufacturing, and project development across six continents, and a mere ~$1B market capitalization, Canadian Solar is poised to be one of the top energy performers in 2026. The market has left this company for dead. But underneath the surface, the foundations of the business have been getting stronger: - While the solar industry wrongly spent on building overcapacity, Canadian Solar was one of the few companies slowing down and investing upstream into its project development arm. - While everyone looked to globalize supply chains, Canadian Solar has been building its manufacturing presence in the U.S. since 2023. - While much of the industry was still debating battery storage, Canadian Solar was already building gigawatt-scale projects in 2021. Today, it is reaping the benefits of having been a first mover. This is the story of a company that, despite operating in a ruthless and complicated industry, has consistently been deliberate and rational in its capital allocation decisions. It remains founder-led, with the founder still owning ~20% of the company. Shareholder value creation will always be top of mind, regardless of the market’s current irrationality. The solar industry, like every commodity industry, is deeply cyclical. I am convinced we have already seen the worst of it, and that better profitability is ahead for equipment manufacturers. This is already starting to show in CSI Solar’s Q1 2026 results, with $100M+ in operating profit for the quarter. The supply-demand imbalance for electricity should result in excess profitability. $CSIQ is about to make the undeniable obvious: Canadian Solar is a Western (actually, global) leader in renewable energy. Not middle of the pack. At the very top. They produce ~25 GW of solar modules per year and ~15 GWh of storage per year. For reference, the entire U.S. added roughly 60 GW of total generation capacity in 2025. And they do not only manufacture. They also develop, engineer, construct, and operate billions of dollars of energy assets. That creates a powerful learning and feedback loop between manufacturing and operations, allowing them to stay ahead of the curve. Their BESS experience is the clearest example. At first glance, my estimates and projections may look overly optimistic. But I would ask you to take the time to analyze each one individually. I think you will see that even my bull case uses assumptions that many people already treat as base case assumptions for comparable companies such as $FLNC, $TE, $FSLR, $AMRC, $NXT, and others. My base case assumes roughly half the profitability the industry expects from peers, and still results in an ~10x investment opportunity. Not growing into it. Worth that today. Please feel free to share your thoughts, feedback, questions, and pushback!! ☀️☀️🔋🔋 Timeline CSIQ: 0:00 Introduction 1:38 Executive Summary 11:35 Macro 18:15 Corporate History 21:00 Management & Team 25:10 Solar Industry & Market 42:47 CSI Solar - the $7B solar behemoth $CSIQ owns 57:00 Project Demand - CSI Solar 1:00:05 BESS Subsidiary with Multi-GWh Firm Orders 1:05:35 Project Demand for e-Storage/BESS 1:11:44 Recurrent Energy - The Multi-Billion Renewable Project Developer 1:34:36 US Manufacturing - 10GWs of Capacity and First Ever to Produce Solar Cells Domestically 1:56:15 Competitors 2:19:29 Litigation 2:28:32 Quality 2:30:52 Valuation & Financial Analysis 2:40:40 Conclusion 2:43:15 Miscellaneous Disclaimer: This post is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell $CSIQ or any other security mentioned here. I am not a registered investment advisor (RIA). Always do your own research (DYOR). I and/or accounts under my management or discretion, may currently hold positions in $CSIQ and may purchase or sell shares at any time without further notice. My opinions, price targets, and allocation suggestions are my personal views and can change without prior notice. Investing in stocks involves a significant risk of loss of capital. Past performance is not indicative of future results. If you found this useful, follow me for more deep dives like this. I spend a ridiculous amount of time studying this whole ecosystem. Please like and share this post if you think more people should be aware of how attractive Canadian Solar could be as an investment opportunity.

Lucas Sacerdote🔋

100,810 görüntüleme • 5 ay önce

🇨🇳 China Lands ANOTHER Rocket After Last Month's Long March 10B Success China's private aerospace company, LandSpace, has successfully landed the first stage of its ZhuQue-3 rocket while the 2nd stage successfully reached orbit - only the 4th organization in the world to do so after US-based SpaceX, Blue Origin, and China's Long March 10B rocket just last month. China is establishing multiple partially reusable launch systems on par with SpaceX's Falcon 9 system and will likely match, then quickly exceed US launches per year. For more information on the geopolitical implications of this, check out my video from last month regarding the successful Long March 10B launch/landing:
0:36

🇨🇳 China Lands ANOTHER Rocket After Last Month's Long March 10B Success China's private aerospace company, LandSpace, has successfully landed the first stage of its ZhuQue-3 rocket while the 2nd stage successfully reached orbit - only the 4th organization in the world to do so after US-based SpaceX, Blue Origin, and China's Long March 10B rocket just last month. China is establishing multiple partially reusable launch systems on par with SpaceX's Falcon 9 system and will likely match, then quickly exceed US launches per year. For more information on the geopolitical implications of this, check out my video from last month regarding the successful Long March 10B launch/landing:

Brian Berletic

10,995 görüntüleme • 1 ay önce

AI Bubble or Financial Reset? July 2026 Astrology Review In this special mid-year astrology episode, Casey and Erin dive deep into the biggest astrological event of 2026: the minor grand trine between Pluto, Neptune, and Uranus unfolding throughout July. Erin reviews her 2026 predictions so far (including her OpenAI-government partnership call), breaks down the February Saturn-Neptune conjunction, and lays out what's coming in eclipse season this August. Casey — stepping into the astrologer's chair for the first time — offers his own interpretation of the July trine, connects it to the rise of AI, and even proposes a new "solar astrology" framework built on the heliocentric model. Topics covered: - OpenAI vs. Anthropic - Astrology of AI - Sam Altman vs. Trump - UBI and Universal Base AI Stock - S&P 500 astrology - The future of humanity - The rise of AI religion TIMESTAMPS 0:00 Intro 7:23 World Cup accent challenge 10:27 Reviewing 2026 predictions 25:58 July 2026 astrology 26:11 Casey's 2026 astrology 35:37 Introducing: Solar Astrology 1:15:21 Market analysis: S&P 500, Anthropic, OpenAI charts 1:27:37 What parts of your humanity do you want to preserve? 1:32:16 Closing: key dates for the July trine and August eclipse season
1:32:46

AI Bubble or Financial Reset? July 2026 Astrology Review In this special mid-year astrology episode, Casey and Erin dive deep into the biggest astrological event of 2026: the minor grand trine between Pluto, Neptune, and Uranus unfolding throughout July. Erin reviews her 2026 predictions so far (including her OpenAI-government partnership call), breaks down the February Saturn-Neptune conjunction, and lays out what's coming in eclipse season this August. Casey — stepping into the astrologer's chair for the first time — offers his own interpretation of the July trine, connects it to the rise of AI, and even proposes a new "solar astrology" framework built on the heliocentric model. Topics covered: - OpenAI vs. Anthropic - Astrology of AI - Sam Altman vs. Trump - UBI and Universal Base AI Stock - S&P 500 astrology - The future of humanity - The rise of AI religion TIMESTAMPS 0:00 Intro 7:23 World Cup accent challenge 10:27 Reviewing 2026 predictions 25:58 July 2026 astrology 26:11 Casey's 2026 astrology 35:37 Introducing: Solar Astrology 1:15:21 Market analysis: S&P 500, Anthropic, OpenAI charts 1:27:37 What parts of your humanity do you want to preserve? 1:32:16 Closing: key dates for the July trine and August eclipse season

Hell Money

52,731 görüntüleme • 2 ay önce

This is a repeat post after many people asked for details again. A solar expert reached out privately and advised me to remove the electric geysers from my main solar system. He said the solar batteries were doing too many cycles because they were powering the geysers, and that this would shorten their lifespan. His advice was that I should remove the geysers from the battery load if I wanted the batteries to last the full period they are built for. I took that advice seriously. I then asked my plumber, Shanil +27 (76) 890-5582, who owns Metro Plumbers, to guide me on where to get high-quality solar geysers in Johannesburg so that I could replace the electric ones. Shanil told me about a technology called the Elon Smart Water system. He explained that it is much cheaper than buying completely new solar geysers. Instead of replacing the electric geyser, you simply fit the Elon unit, which comes with its own solar panels, onto your existing electric geyser. That is what I did. I have removed all four electric geysers from the home solar system. Each of them was converted using the Elon Smart Water technology. They are now powered by their own dedicated solar panels. The four geysers are running on a total of thirteen panels. So what this means is that I rarely use City Power, because in the past, when it was cloudy for three or four days, I would return to the grid to assist the batteries. This was happening because the batteries were carrying a heavy load that included four geysers. If I had gone for top quality geysers that are exclusively solar, I would have paid between R25,000 and R30,000 per geyser. That would have come to around R120,000 for four geysers. Of course, there are cheaper solar geysers available, but they are cheaper for a reason. So, in essence, I saved half the amount I would have paid for the geysers had I chosen top quality solar geysers. If you are in Johannesburg and interested, Shanil's number is +27 (76) 890-5582. He can do the work for you. The units and their panels cost R60,000 for four geysers from Plumbing Supplies Sanitaryware Centre in Woodmead. I have had the system in place for ten months now, and it is working very well. I deliberately allowed all the geysers to continue heating so that I could test whether everything was functioning correctly, and the water is as hot as it should be. So that is the story. I thought I should share it with those who might want to reduce their bills since folks keep inboxing for details from the original post. P/S The other interesting feature of this system is that I can control it from my phone. If it is very cloudy and the water is not as hot as I want it to be, I can simply go onto the app and instruct that particular geyser to draw from the grid. Unlike my previous setup, where I had to switch the whole home solar system onto the grid, each individual geyser can now independently switch to grid power and heat the water to a temperature I have set. Once the water reaches that set temperature, it automatically disconnects. I have only done this once in ten months, when I had a house full of guests. Out of the four geysers, if one is in a bedroom that is not being used, I can switch it off completely from my phone so that it is not heating water unnecessarily. This gives you control, flexibility, and saves a great deal of money in the long run. You can read more about this technology here: Once again, the fitter is Shanil and his telephone number is +27 (76) 890-5582. You can buy the equipment from Plumbing Supplies Sanitaryware Centre in Woodmead.
0:23

This is a repeat post after many people asked for details again. A solar expert reached out privately and advised me to remove the electric geysers from my main solar system. He said the solar batteries were doing too many cycles because they were powering the geysers, and that this would shorten their lifespan. His advice was that I should remove the geysers from the battery load if I wanted the batteries to last the full period they are built for. I took that advice seriously. I then asked my plumber, Shanil +27 (76) 890-5582, who owns Metro Plumbers, to guide me on where to get high-quality solar geysers in Johannesburg so that I could replace the electric ones. Shanil told me about a technology called the Elon Smart Water system. He explained that it is much cheaper than buying completely new solar geysers. Instead of replacing the electric geyser, you simply fit the Elon unit, which comes with its own solar panels, onto your existing electric geyser. That is what I did. I have removed all four electric geysers from the home solar system. Each of them was converted using the Elon Smart Water technology. They are now powered by their own dedicated solar panels. The four geysers are running on a total of thirteen panels. So what this means is that I rarely use City Power, because in the past, when it was cloudy for three or four days, I would return to the grid to assist the batteries. This was happening because the batteries were carrying a heavy load that included four geysers. If I had gone for top quality geysers that are exclusively solar, I would have paid between R25,000 and R30,000 per geyser. That would have come to around R120,000 for four geysers. Of course, there are cheaper solar geysers available, but they are cheaper for a reason. So, in essence, I saved half the amount I would have paid for the geysers had I chosen top quality solar geysers. If you are in Johannesburg and interested, Shanil's number is +27 (76) 890-5582. He can do the work for you. The units and their panels cost R60,000 for four geysers from Plumbing Supplies Sanitaryware Centre in Woodmead. I have had the system in place for ten months now, and it is working very well. I deliberately allowed all the geysers to continue heating so that I could test whether everything was functioning correctly, and the water is as hot as it should be. So that is the story. I thought I should share it with those who might want to reduce their bills since folks keep inboxing for details from the original post. P/S The other interesting feature of this system is that I can control it from my phone. If it is very cloudy and the water is not as hot as I want it to be, I can simply go onto the app and instruct that particular geyser to draw from the grid. Unlike my previous setup, where I had to switch the whole home solar system onto the grid, each individual geyser can now independently switch to grid power and heat the water to a temperature I have set. Once the water reaches that set temperature, it automatically disconnects. I have only done this once in ten months, when I had a house full of guests. Out of the four geysers, if one is in a bedroom that is not being used, I can switch it off completely from my phone so that it is not heating water unnecessarily. This gives you control, flexibility, and saves a great deal of money in the long run. You can read more about this technology here: Once again, the fitter is Shanil and his telephone number is +27 (76) 890-5582. You can buy the equipment from Plumbing Supplies Sanitaryware Centre in Woodmead.

Hopewell Chin’ono

32,776 görüntüleme • 8 gün önce

$ASTI Ascent Solar Technologies Space and Drone Solar Panels The "Going to Zero" or Mispriced Space/Drone Solar Play Intro and comparison to $RKLB and $RDW panels Let’s get the ugly stuff out of the way first. $ASTI is a distressed penny stock with a ~$5M-$10M market cap. • They burn millions in cash. • 2024 Revenue: ~$40k. 2025 Revenue (YTD): ~$60k. • They generate less revenue than a single Tesla Model Y. • They have diluted shareholders relentlessly. $ASTI just raised $2M in December with the potential of $3.5M more via warrants while being a ~$5M mcap "company". Yikes. To most, this is "uninvestable trash." Stay away. Full stop. So why did I buy ~5% of the float? IF the technology works and IF they execute then I believe this is a massive market pricing dislocation about to inflect. They have been grinding for years and may finally be hitting an inflection point. $RKLB Rocketlab is the king of space solar and they are my second largest position overall, but here is why $ASTI might be a very high risk but asymmetric bet in Space & Defense right now. 1. The Tech Pivot: Flexible CIGS vs. The World Ascent started in 2005 but pivoted 2 years ago from consumer to pure-play Space & Defense. They have sunk ~$250M and 20 years of R&D into proprietary CIGS (Copper-Indium-Gallium-Selenide) thin-film technology while building out fully domestic and vertically integrated manufacturing capabilities. The Physics: • Thickness: 0.03 mm (Thinner than paper). • Flexibility: Wraps around drones/satellites; rolls up like a poster. • Durability: "Self-Healing" capabilities against space radiation. Can take a bullet or micrometeoroid and keep working. Can handle shocks/vibration. Does not shatter. The Metric that Matters: Specific Power (W/kg) (aka energy to weight ratio) In space, mass means cost and difficult decision decisions. • Rocket Lab ($RKLB) / Spectrolab: ~150 W/kg (System level). • Ascent Solar ($ASTI): ~1,960 W/kg (Module level). $ASTI is roughly 10x lighter for the same power output potential (mass-wise). This frees up design limitations and cost. 2. The Competition: $RKLB & $RDW Rocket Lab (SolAero) & Redwire (iROSA): • Tech: Rigid Crystal Cells (Multi-junction) embedded in a fabric mesh. • Pros: Extreme Efficiency (~30%+). Perfect for limited surface area. • Cons: Heavy, Brittle, Expensive ($3k-$10k per Watt). Manufacturing multi-junction cells (SolAero) involves slowly growing crystals in a vacuum chamber. With radiation the panels degrade and loose efficiency over time which will limit the satellite lifespan. • Use Case: James Webb Telescope, Flagship missions. Ascent Solar (ASTI): • Tech: Flexible Thin-Film on Plastic. • Pros: Ultra-light, Durable, Cheap ($500-$1k per Watt). Manufacturing CIGS is roughly similar to printing newspapers (roll-to-roll). The panels are radiation degradation resistant and will outlive the satellite • Cons: Lower Efficiency (~17.5%). Requires 2x surface area. • Use Case: Mega-Constellations (Starlink/Amazon Leo), Small/Low cost satellites, Drones, Deformable surfaces. The lower efficiency is not an ASTI failing. It is the inherent physics trade-off of not using glass/rigid silicone. The downside however is increased atmospheric drag with very larger/massive panel sheets. Because ASTI modules are ~50% less efficient than rigid panels, they require ~2x the physical surface area to generate the same amount of power. In GEO (High Orbit): Drag doesn't matter. Weight savings are king. A massive solar array allows for more sensors and longer project lifespan. ASTI is highly competitive here. In LEO (Low Orbit): Atmospheric drag is real. A massive solar array acts like a large parachute, causing the satellite to de-orbit faster unless it burns more fuel to stay up. At LEO, smaller satellites are a better fit for ASTI. 3. Durability & Radiation "Self-Healing" Radiation Hardness This is ASTI's "Ace in the Hole" for physics. The Problem: In space, high-energy protons (radiation) smash into solar cells, creating atomic "defects" that trap electrons. Over time, this kills the panel's power output (degradation). The CIGS Advantage: CIGS (Copper-Indium-Gallium-Selenide) material has a unique property where heat (annealing) allows the atomic structure to relax and "heal" these defects. Self-Healing: Because CIGS heals at relatively low temperatures (often achieved just by the sun heating the panel), it suffers significantly less degradation than traditional Silicon or even some GaAs panels over long missions in high-radiation belts (like MEO or GEO). Lifespan: While a rigid GaAs panel might lose 15-20% of its power over 15 years (enough to kill a satellite), CIGS panels heal and can maintain a flatter power curve, potentially outlasting the satellite itself in high-radiation orbits. 4. Brittleness & Flexibility ASTI (CIGS on Polyimide): Flexible. You can roll it like a poster. It can take a bullet or micrometeoroid and the hole will just be a dead spot; the rest of the panel keeps working. It does not shatter. Redwire (ROSA) & Rocket Lab (SolAero): Brittle Cells on a Flex Blanket. $RDW's ROSA (Roll-Out Solar Array) typically uses rigid multi-junction cells (made by SolAero/Rocket Lab or Spectrolab) mounted on a flexible mesh fabric. The Risk: If you bend the cells too far, they crack. They rely on the mesh backing for flexibility, but the active generating material is still a brittle crystal wafer. Much heavier, more expensive, and less durable than $ASTI's option 5. The Inflection Point (Why Now?) After years of silent struggle, late 2025 has seen an explosion of activity. Recent Agreements (Nov/Dec 2025): NovaSpark: Hydrogen-powered military drones. $ASTI panels generate power in the field → NovaSpark creates hydrogen fuel. CisLunar Industries: Integrating ASTI solar with power conversion hardware for deep space longevity. Defiant Space: A strategic alliance to act as the "door opener" for classified DoD/NATO programs. More headlines: Ascent Solar Technologies Provides Leading Space Company with Thin-Film PV modules for Spacecraft Power Generation Testing in Cislunar Space December 03, 2025 08:00 ET Ascent Solar Technologies Delivers Thin-Film PV for Saltwater Environment Durability and Space-Based Power Beaming Testing October 14, 2025 08:00 ET Ascent Solar Enters Teaming Agreement with Emtel Energy USA to Advance Thin-Film PV Energy Storage Capabilities September 16, 2025 08:00 ET Ascent Solar Technologies Signs MOU with Star Catcher Industries to Improve Power Capabilities for Thin-Film Solar Technology in Space August 28, 2025 08:00 ET Ascent Solar Technologies Establishes Rapid Thin-Film PV Delivery Process to Provide Customized Space Solar Products Ahead of Schedule on Mission Enabling Timelines August 07, 2025 08:00 ET The Pipeline (From Aug Corporate Presentation) 18 new NDA's signed in 2025. They are field testing with 3 major players: • Company A: Mega-constellation (+2,500 satellites). • Company B: Space Defense (Explicitly mentioned "Golden Dome"). • Company C: Satellite Manufacturer (30-200 unit scale). Management: New board members include a former founding member of SpaceX and a retired Air Force General and Deputy Assistant Secretary for Contracting (acquisitions expert). The company started in 2005 based out of Colorado, but two years ago pivoted to Space & Defense and away from consumer applications. Made in USA: Defense contracts heavily favor domestic supply chains. ASTI manufactures in Colorado. This is a huge moat against cheap Chinese solar. In their Q3 report they note that their market has seen sudden recent acceleration. The space solar industry is currently only capable of 8 to 12 MW per year of production meanwhile the demand is growing to over 100 MW per year. 6. The Risk (The Sword of Damocles) ⚠️ This is critical. $ASTI just raised ~$2M in December. Attached to that raise are ~2 Million Warrants with a strike price of $1.70. These are exercisable immediately. If the stock rips to $3.00, warrant holders exercise at $1.70 and dump on the market for a risk-free 76% profit. This creates a massive "sell wall" and potential 40% dilution of the float. Summary: This is a binary bet. • Bear Case: They run out of cash in 6 months, dilution spirals, stock goes to $0. • Bull Case: They land one of the "Company A/B/C" contracts. Revenue jumps from $60k to projected $20M+ in 2026. The stock reprices from a "bankrupt penny stock" to a "critical defense/space supplier." I have gradually accumulated ~5% of the float. I am ready for it to go to zero. But if the space economy demands "Cheap, Light, and Durable," $ASTI is the only public pure-play. Disclaimer: This is a very high-risk microcap. Do your own due diligence. Not financial advice.
3:04

$ASTI Ascent Solar Technologies Space and Drone Solar Panels The "Going to Zero" or Mispriced Space/Drone Solar Play Intro and comparison to $RKLB and $RDW panels Let’s get the ugly stuff out of the way first. $ASTI is a distressed penny stock with a ~$5M-$10M market cap. • They burn millions in cash. • 2024 Revenue: ~$40k. 2025 Revenue (YTD): ~$60k. • They generate less revenue than a single Tesla Model Y. • They have diluted shareholders relentlessly. $ASTI just raised $2M in December with the potential of $3.5M more via warrants while being a ~$5M mcap "company". Yikes. To most, this is "uninvestable trash." Stay away. Full stop. So why did I buy ~5% of the float? IF the technology works and IF they execute then I believe this is a massive market pricing dislocation about to inflect. They have been grinding for years and may finally be hitting an inflection point. $RKLB Rocketlab is the king of space solar and they are my second largest position overall, but here is why $ASTI might be a very high risk but asymmetric bet in Space & Defense right now. 1. The Tech Pivot: Flexible CIGS vs. The World Ascent started in 2005 but pivoted 2 years ago from consumer to pure-play Space & Defense. They have sunk ~$250M and 20 years of R&D into proprietary CIGS (Copper-Indium-Gallium-Selenide) thin-film technology while building out fully domestic and vertically integrated manufacturing capabilities. The Physics: • Thickness: 0.03 mm (Thinner than paper). • Flexibility: Wraps around drones/satellites; rolls up like a poster. • Durability: "Self-Healing" capabilities against space radiation. Can take a bullet or micrometeoroid and keep working. Can handle shocks/vibration. Does not shatter. The Metric that Matters: Specific Power (W/kg) (aka energy to weight ratio) In space, mass means cost and difficult decision decisions. • Rocket Lab ($RKLB) / Spectrolab: ~150 W/kg (System level). • Ascent Solar ($ASTI): ~1,960 W/kg (Module level). $ASTI is roughly 10x lighter for the same power output potential (mass-wise). This frees up design limitations and cost. 2. The Competition: $RKLB & $RDW Rocket Lab (SolAero) & Redwire (iROSA): • Tech: Rigid Crystal Cells (Multi-junction) embedded in a fabric mesh. • Pros: Extreme Efficiency (~30%+). Perfect for limited surface area. • Cons: Heavy, Brittle, Expensive ($3k-$10k per Watt). Manufacturing multi-junction cells (SolAero) involves slowly growing crystals in a vacuum chamber. With radiation the panels degrade and loose efficiency over time which will limit the satellite lifespan. • Use Case: James Webb Telescope, Flagship missions. Ascent Solar (ASTI): • Tech: Flexible Thin-Film on Plastic. • Pros: Ultra-light, Durable, Cheap ($500-$1k per Watt). Manufacturing CIGS is roughly similar to printing newspapers (roll-to-roll). The panels are radiation degradation resistant and will outlive the satellite • Cons: Lower Efficiency (~17.5%). Requires 2x surface area. • Use Case: Mega-Constellations (Starlink/Amazon Leo), Small/Low cost satellites, Drones, Deformable surfaces. The lower efficiency is not an ASTI failing. It is the inherent physics trade-off of not using glass/rigid silicone. The downside however is increased atmospheric drag with very larger/massive panel sheets. Because ASTI modules are ~50% less efficient than rigid panels, they require ~2x the physical surface area to generate the same amount of power. In GEO (High Orbit): Drag doesn't matter. Weight savings are king. A massive solar array allows for more sensors and longer project lifespan. ASTI is highly competitive here. In LEO (Low Orbit): Atmospheric drag is real. A massive solar array acts like a large parachute, causing the satellite to de-orbit faster unless it burns more fuel to stay up. At LEO, smaller satellites are a better fit for ASTI. 3. Durability & Radiation "Self-Healing" Radiation Hardness This is ASTI's "Ace in the Hole" for physics. The Problem: In space, high-energy protons (radiation) smash into solar cells, creating atomic "defects" that trap electrons. Over time, this kills the panel's power output (degradation). The CIGS Advantage: CIGS (Copper-Indium-Gallium-Selenide) material has a unique property where heat (annealing) allows the atomic structure to relax and "heal" these defects. Self-Healing: Because CIGS heals at relatively low temperatures (often achieved just by the sun heating the panel), it suffers significantly less degradation than traditional Silicon or even some GaAs panels over long missions in high-radiation belts (like MEO or GEO). Lifespan: While a rigid GaAs panel might lose 15-20% of its power over 15 years (enough to kill a satellite), CIGS panels heal and can maintain a flatter power curve, potentially outlasting the satellite itself in high-radiation orbits. 4. Brittleness & Flexibility ASTI (CIGS on Polyimide): Flexible. You can roll it like a poster. It can take a bullet or micrometeoroid and the hole will just be a dead spot; the rest of the panel keeps working. It does not shatter. Redwire (ROSA) & Rocket Lab (SolAero): Brittle Cells on a Flex Blanket. $RDW's ROSA (Roll-Out Solar Array) typically uses rigid multi-junction cells (made by SolAero/Rocket Lab or Spectrolab) mounted on a flexible mesh fabric. The Risk: If you bend the cells too far, they crack. They rely on the mesh backing for flexibility, but the active generating material is still a brittle crystal wafer. Much heavier, more expensive, and less durable than $ASTI's option 5. The Inflection Point (Why Now?) After years of silent struggle, late 2025 has seen an explosion of activity. Recent Agreements (Nov/Dec 2025): NovaSpark: Hydrogen-powered military drones. $ASTI panels generate power in the field → NovaSpark creates hydrogen fuel. CisLunar Industries: Integrating ASTI solar with power conversion hardware for deep space longevity. Defiant Space: A strategic alliance to act as the "door opener" for classified DoD/NATO programs. More headlines: Ascent Solar Technologies Provides Leading Space Company with Thin-Film PV modules for Spacecraft Power Generation Testing in Cislunar Space December 03, 2025 08:00 ET Ascent Solar Technologies Delivers Thin-Film PV for Saltwater Environment Durability and Space-Based Power Beaming Testing October 14, 2025 08:00 ET Ascent Solar Enters Teaming Agreement with Emtel Energy USA to Advance Thin-Film PV Energy Storage Capabilities September 16, 2025 08:00 ET Ascent Solar Technologies Signs MOU with Star Catcher Industries to Improve Power Capabilities for Thin-Film Solar Technology in Space August 28, 2025 08:00 ET Ascent Solar Technologies Establishes Rapid Thin-Film PV Delivery Process to Provide Customized Space Solar Products Ahead of Schedule on Mission Enabling Timelines August 07, 2025 08:00 ET The Pipeline (From Aug Corporate Presentation) 18 new NDA's signed in 2025. They are field testing with 3 major players: • Company A: Mega-constellation (+2,500 satellites). • Company B: Space Defense (Explicitly mentioned "Golden Dome"). • Company C: Satellite Manufacturer (30-200 unit scale). Management: New board members include a former founding member of SpaceX and a retired Air Force General and Deputy Assistant Secretary for Contracting (acquisitions expert). The company started in 2005 based out of Colorado, but two years ago pivoted to Space & Defense and away from consumer applications. Made in USA: Defense contracts heavily favor domestic supply chains. ASTI manufactures in Colorado. This is a huge moat against cheap Chinese solar. In their Q3 report they note that their market has seen sudden recent acceleration. The space solar industry is currently only capable of 8 to 12 MW per year of production meanwhile the demand is growing to over 100 MW per year. 6. The Risk (The Sword of Damocles) ⚠️ This is critical. $ASTI just raised ~$2M in December. Attached to that raise are ~2 Million Warrants with a strike price of $1.70. These are exercisable immediately. If the stock rips to $3.00, warrant holders exercise at $1.70 and dump on the market for a risk-free 76% profit. This creates a massive "sell wall" and potential 40% dilution of the float. Summary: This is a binary bet. • Bear Case: They run out of cash in 6 months, dilution spirals, stock goes to $0. • Bull Case: They land one of the "Company A/B/C" contracts. Revenue jumps from $60k to projected $20M+ in 2026. The stock reprices from a "bankrupt penny stock" to a "critical defense/space supplier." I have gradually accumulated ~5% of the float. I am ready for it to go to zero. But if the space economy demands "Cheap, Light, and Durable," $ASTI is the only public pure-play. Disclaimer: This is a very high-risk microcap. Do your own due diligence. Not financial advice.

YeahDave

208,571 görüntüleme • 9 ay önce

Today I wanted to wish a Man who, at sixteen, left Ahmedabad with almost nothing in his pocket. He took the Gujarat Mail to Mumbai, joined Mahendra Brothers to learn diamond sorting, and later started his own small brokerage in Zaveri Bazaar. That was his beginning. #HappyBirthdayGautamBhai Gautam Adani. From those humble steps, he went on to build one of India’s largest infrastructure empires. Not through shortcuts, but through consistent execution, bold bets on long-term projects, and a clear focus on nation-building. And then let me tell u something on his 64th Birthday… 1 - Started in diamond trading after moving to Mumbai at 16. 2 - Worked at Mahendra Brothers before starting his own brokerage in Zaveri Bazaar. 3 - Moved into commodity trading and exports in the late 1980s. 4 - Incorporated Adani Exports in 1993. 5 - Identified Mundra’s potential as a port in the mid-1990s. 6 - Developed Mundra Port from a small creek into a major commercial port. 7 - Created India’s first private port with integrated SEZ facilities. 8 - Focused on long-term infrastructure assets over short-term gains. 9 - Expanded port capacity steadily even during low investment periods. 10 - Grew Mundra into one of India’s busiest ports. 11 - Entered the power sector and built large thermal power plants. 12 - Expanded Adani Ports across both coasts. 13 - Built transmission lines to strengthen power infrastructure. 14 - Established a model of port-led industrial development in Gujarat. 15 - Began investing in renewable energy as India’s energy transition started. 16 - Expanded solar and wind projects across multiple states. 17 - Built one of India’s early large-scale renewable energy portfolios. 18 - Acquired six airports in 2020, entering the aviation sector. 19 - Took over operations of Ahmedabad, Lucknow, and other airports. 20 - Modernised and expanded airport infrastructure across India. 21 - Added Mumbai and Navi Mumbai airports to the portfolio. 22 - His airports now handle nearly 23-25% of India’s air traffic. 23 - Accelerated renewable energy capacity at a rapid pace. 24 - Developed the world’s largest single-location renewable project at Khavda. 25 - Delivered the highest-ever annual capex by any Indian corporate — ₹1.53 lakh crore in FY26. 26 - Added over 5 GW of new renewable capacity in a single year. 27 - Took Adani Green’s operational renewable capacity beyond 19 GW. 28 - Installed over 9.4 GW at the Khavda Renewable Energy Park. 29 - Crossed 500 million tonnes of cumulative cargo at Adani Ports. 30 - Made Mundra the first Indian port to handle over 200 MMT cargo in a year. 31 - Invested in data centres and digital infrastructure. 32 - Scaled cement and other businesses to support India’s construction needs. 33 - Maintained high execution pace despite global and domestic challenges. 34 - Through Adani Foundation, impacted over 9.6 million people. 35 - Worked across more than 7,000 villages in 22 states. 36 - Built and upgraded schools and digital classrooms in rural areas. 37 - Provided healthcare through hospitals, clinics, and mobile units. 38 - Focused on skill development and sustainable livelihoods in backward regions. 39 - Supported nutrition and women empowerment programmes. 40 - Created direct employment for tens of thousands of people. 41 - Generated lakhs of indirect jobs through port, airport, and energy projects. 42 - Promoted local hiring and entrepreneurship around project sites. 43 - Played a major role in improving India’s port and logistics capacity. 44 - Helped increase India’s share in global trade through better infrastructure. 45 - Accelerated India’s transition towards renewable energy at scale. 46 - Strengthened India’s energy security through power and renewable projects. 47 - Created long-term assets that will serve India for decades. 48 - Attracted significant investment into Indian infrastructure. 49 - Demonstrated that Indian companies can deliver and operate mega projects.
0:56

Today I wanted to wish a Man who, at sixteen, left Ahmedabad with almost nothing in his pocket. He took the Gujarat Mail to Mumbai, joined Mahendra Brothers to learn diamond sorting, and later started his own small brokerage in Zaveri Bazaar. That was his beginning. #HappyBirthdayGautamBhai Gautam Adani. From those humble steps, he went on to build one of India’s largest infrastructure empires. Not through shortcuts, but through consistent execution, bold bets on long-term projects, and a clear focus on nation-building. And then let me tell u something on his 64th Birthday… 1 - Started in diamond trading after moving to Mumbai at 16. 2 - Worked at Mahendra Brothers before starting his own brokerage in Zaveri Bazaar. 3 - Moved into commodity trading and exports in the late 1980s. 4 - Incorporated Adani Exports in 1993. 5 - Identified Mundra’s potential as a port in the mid-1990s. 6 - Developed Mundra Port from a small creek into a major commercial port. 7 - Created India’s first private port with integrated SEZ facilities. 8 - Focused on long-term infrastructure assets over short-term gains. 9 - Expanded port capacity steadily even during low investment periods. 10 - Grew Mundra into one of India’s busiest ports. 11 - Entered the power sector and built large thermal power plants. 12 - Expanded Adani Ports across both coasts. 13 - Built transmission lines to strengthen power infrastructure. 14 - Established a model of port-led industrial development in Gujarat. 15 - Began investing in renewable energy as India’s energy transition started. 16 - Expanded solar and wind projects across multiple states. 17 - Built one of India’s early large-scale renewable energy portfolios. 18 - Acquired six airports in 2020, entering the aviation sector. 19 - Took over operations of Ahmedabad, Lucknow, and other airports. 20 - Modernised and expanded airport infrastructure across India. 21 - Added Mumbai and Navi Mumbai airports to the portfolio. 22 - His airports now handle nearly 23-25% of India’s air traffic. 23 - Accelerated renewable energy capacity at a rapid pace. 24 - Developed the world’s largest single-location renewable project at Khavda. 25 - Delivered the highest-ever annual capex by any Indian corporate — ₹1.53 lakh crore in FY26. 26 - Added over 5 GW of new renewable capacity in a single year. 27 - Took Adani Green’s operational renewable capacity beyond 19 GW. 28 - Installed over 9.4 GW at the Khavda Renewable Energy Park. 29 - Crossed 500 million tonnes of cumulative cargo at Adani Ports. 30 - Made Mundra the first Indian port to handle over 200 MMT cargo in a year. 31 - Invested in data centres and digital infrastructure. 32 - Scaled cement and other businesses to support India’s construction needs. 33 - Maintained high execution pace despite global and domestic challenges. 34 - Through Adani Foundation, impacted over 9.6 million people. 35 - Worked across more than 7,000 villages in 22 states. 36 - Built and upgraded schools and digital classrooms in rural areas. 37 - Provided healthcare through hospitals, clinics, and mobile units. 38 - Focused on skill development and sustainable livelihoods in backward regions. 39 - Supported nutrition and women empowerment programmes. 40 - Created direct employment for tens of thousands of people. 41 - Generated lakhs of indirect jobs through port, airport, and energy projects. 42 - Promoted local hiring and entrepreneurship around project sites. 43 - Played a major role in improving India’s port and logistics capacity. 44 - Helped increase India’s share in global trade through better infrastructure. 45 - Accelerated India’s transition towards renewable energy at scale. 46 - Strengthened India’s energy security through power and renewable projects. 47 - Created long-term assets that will serve India for decades. 48 - Attracted significant investment into Indian infrastructure. 49 - Demonstrated that Indian companies can deliver and operate mega projects.

Anshul Saxena

338,824 görüntüleme • 3 ay önce

The first question I asked Elon Musk: What’s the point of sending GPUs into space? The whole idea behind orbital data centers is that if the launch costs continue to drop, it will become cheaper to put GPUs in orbit than to build power plants on Earth. The problem with this argument is that energy is only about 15% of a datacenter’s lifetime cost. The chips themselves are around 70%. And you still have to launch those to space! Elon kept returning to one point over and over again: It will simply not be physically possible to scale power production to the scale needed for AI on Earth. He kept pointing out the bottlenecks we’ve already run into on Earth: You can’t plug into the utilities - the interconnect queues are too long. You can’t do behind-the-meter natural gas and generate power yourself - lead times for turbines stretch past 2030. You can’t do solar on Earth, because of permits, and because of the tariffs. For it to make economical sense to shift compute to space, all of the following things would need to be true: - Power generation on Earth hits a ceiling, or AI demand outstrips every terrestrial option (for context, 1 TW of solar power is only 1% of the land area of the US, and AI currently only uses about 20 GW globally). - Chip production scales faster than power generation (because Elon builds TeraFab). It would be surprising if building and placing solar panels turned out to be harder than scaling semiconductor manufacturing. - Starship reaches thousands of launches per year. In that world, Elon wins the AI race outright. SpaceX is the only entity that can launch at that scale. xAI would have unlimited power. Everyone else will be stuck fighting over grid interconnects and turbine orders. And if those 3 conditions aren’t met? Well, on Earth, xAI is just gonna be one of the pack anyways - and there’s no market for the 4th best AI model. Elon’s comparative advantage was never going to be navigating utility interconnect queues or filing permits faster than Google. His advantage is SpaceX. So why not just bet on the world where SpaceX becomes the kingmaker? I asked Elon what that world looks like. 100 GW = 10,000 starship launches, and he wants to do more than that every year by 2030. That’s one starship launch every hour.
5:33

The first question I asked Elon Musk: What’s the point of sending GPUs into space? The whole idea behind orbital data centers is that if the launch costs continue to drop, it will become cheaper to put GPUs in orbit than to build power plants on Earth. The problem with this argument is that energy is only about 15% of a datacenter’s lifetime cost. The chips themselves are around 70%. And you still have to launch those to space! Elon kept returning to one point over and over again: It will simply not be physically possible to scale power production to the scale needed for AI on Earth. He kept pointing out the bottlenecks we’ve already run into on Earth: You can’t plug into the utilities - the interconnect queues are too long. You can’t do behind-the-meter natural gas and generate power yourself - lead times for turbines stretch past 2030. You can’t do solar on Earth, because of permits, and because of the tariffs. For it to make economical sense to shift compute to space, all of the following things would need to be true: - Power generation on Earth hits a ceiling, or AI demand outstrips every terrestrial option (for context, 1 TW of solar power is only 1% of the land area of the US, and AI currently only uses about 20 GW globally). - Chip production scales faster than power generation (because Elon builds TeraFab). It would be surprising if building and placing solar panels turned out to be harder than scaling semiconductor manufacturing. - Starship reaches thousands of launches per year. In that world, Elon wins the AI race outright. SpaceX is the only entity that can launch at that scale. xAI would have unlimited power. Everyone else will be stuck fighting over grid interconnects and turbine orders. And if those 3 conditions aren’t met? Well, on Earth, xAI is just gonna be one of the pack anyways - and there’s no market for the 4th best AI model. Elon’s comparative advantage was never going to be navigating utility interconnect queues or filing permits faster than Google. His advantage is SpaceX. So why not just bet on the world where SpaceX becomes the kingmaker? I asked Elon what that world looks like. 100 GW = 10,000 starship launches, and he wants to do more than that every year by 2030. That’s one starship launch every hour.

Dwarkesh Patel

405,798 görüntüleme • 7 ay önce

Sufiya Sufi left behind a secure 10-year career in aviation to chase a dream that began with just a 3 km run. In 2019, she ran from Kashmir to Kanyakumari in 87 days and created a Guinness World Record. She has now completed the 4,167 km Kanyakumari to Kashmir stretch in 68 days and 23 hours, setting another world record and proving that limits exist only to be challenged. She is is holding 5 Guinness world records in ultra running. This is her 6th record. But for Sufiya, this journey was never just about records. After reaching Kashmir, she continued her mission towards Karakoram as a tribute to the brave soldiers of the Indian Armed Forces. The road tested her with unbearable heat, endless rain, heavy traffic, mountains, pain, exhaustion and moments when her body wanted to stop. But she kept moving. From leaving a stable career to becoming one of India’s most inspiring ultra-runners, her journey proves one thing: Your biggest competition is not the world around you — it is the person you were yesterday. Credits : sufiyasufirunner on IG #GuinnessWorldRecord #UltraRunning #WomenWhoInspire #IndianArmy [Sufiya Sufi, Kanyakumari To Kashmir, Guinness World Record, Ultra Runner, Breaking Limits]
0:45

Sufiya Sufi left behind a secure 10-year career in aviation to chase a dream that began with just a 3 km run. In 2019, she ran from Kashmir to Kanyakumari in 87 days and created a Guinness World Record. She has now completed the 4,167 km Kanyakumari to Kashmir stretch in 68 days and 23 hours, setting another world record and proving that limits exist only to be challenged. She is is holding 5 Guinness world records in ultra running. This is her 6th record. But for Sufiya, this journey was never just about records. After reaching Kashmir, she continued her mission towards Karakoram as a tribute to the brave soldiers of the Indian Armed Forces. The road tested her with unbearable heat, endless rain, heavy traffic, mountains, pain, exhaustion and moments when her body wanted to stop. But she kept moving. From leaving a stable career to becoming one of India’s most inspiring ultra-runners, her journey proves one thing: Your biggest competition is not the world around you — it is the person you were yesterday. Credits : sufiyasufirunner on IG #GuinnessWorldRecord #UltraRunning #WomenWhoInspire #IndianArmy [Sufiya Sufi, Kanyakumari To Kashmir, Guinness World Record, Ultra Runner, Breaking Limits]

The Better India

25,977 görüntüleme • 2 ay önce

Christian Martin’s 9/11 footage has seen surprisingly little circulation, especially considering how close he was to the South Tower when it came down. Martin was heading toward the World Trade Center after the first plane hit when he spotted a tourist with a video camera and paid him $500 to rent it for the day. Not long after, he was filming from Washington Street, only a few blocks south of the towers, when the South Tower began to collapse. His footage shows the facade coming down incredibly clearly before the blast and debris hit him. Martin was thrown into a car and briefly lost consciousness. The camera was badly damaged, but the tape survived. A few hours later, still covered in ash and debris, Martin made his way to NBC and went on air to tell the story of what he had just filmed.
0:28

Christian Martin’s 9/11 footage has seen surprisingly little circulation, especially considering how close he was to the South Tower when it came down. Martin was heading toward the World Trade Center after the first plane hit when he spotted a tourist with a video camera and paid him $500 to rent it for the day. Not long after, he was filming from Washington Street, only a few blocks south of the towers, when the South Tower began to collapse. His footage shows the facade coming down incredibly clearly before the blast and debris hit him. Martin was thrown into a car and briefly lost consciousness. The camera was badly damaged, but the tape survived. A few hours later, still covered in ash and debris, Martin made his way to NBC and went on air to tell the story of what he had just filmed.

TheOlChippy

55,064 görüntüleme • 7 gün önce

I recently flew by Ivanpah solar electric generating grid. Below is what Grok had to say about it. 😳😳 Ivanpah is widely regarded as a bust — a high-profile, expensive failure of concentrated solar power (CSP) tower technology, though it provided some engineering lessons and did generate power (just not enough to justify its costs). Key Facts on Ivanpah • Location and Design: Mojave Desert, California. Three 459-foot towers with ~173,500 heliostats (mirrors) focusing sunlight to heat boilers for steam turbines. Gross capacity ~392 MW (net ~377 MW). • Cost: ~$2.2 billion total, including $1.6 billion in federal loan guarantees (Obama-era DOE funding). • Expected vs. Actual Performance: • Designed for ~940,000–1 million MWh/year. • Early years were dismal: ~40-50% of target in year 1, improving to ~65-70% later but rarely hitting full expectations. Capacity factor ~24% actual vs. ~28-31% planned. • It relied on natural gas to keep systems primed (especially at night/cloudy times), producing significant emissions for a “clean” project. It improved after initial ramp-up and met some contract obligations by ~2017, but never became economically competitive. Why It Failed • Technology Outpaced: CSP towers without significant thermal storage proved inflexible in a grid shifting to cheap solar PV (photovoltaic panels), which plummeted in cost and became far more efficient/scalable. Ivanpah lacked meaningful storage for dispatchable power. • High Costs and Maintenance: Expensive to build and run; underperformed on output, leading to high per-MWh costs. • Environmental Issues: Famous for “streaming” birds (singeing/incinerating them in concentrated sunlight). Estimates: thousands per year early on (hundreds documented, with search inefficiencies). Also other wildlife impacts. • Operational Problems: Fires from misaligned mirrors, turbine vibrations, lower-than-expected efficiency in real desert conditions. Current Status (as of 2026) Utilities (PG&E and SCE) wanted to exit contracts early and shut down two units in 2026, citing high costs and better alternatives — saving ratepayers money. California regulators (CPUC) rejected full closure for grid reliability/“green” goals, forcing continued operation at extra cost (~$105M to ratepayers in one report). It’s effectively a subsidized relic. Critics (across political lines, including some environmental groups) call it a boondoggle worse than Solyndra in scale. Proponents note it was a “first-of-a-kind” (FOAK) project that advanced CSP knowledge globally, but economics and PV’s rise killed it. In short: It produced some renewable energy and data, but at massive taxpayer/utility expense with poor reliability, environmental tradeoffs, and no path to competitiveness. Modern utility-scale solar is almost entirely PV for good reason.
0:20

I recently flew by Ivanpah solar electric generating grid. Below is what Grok had to say about it. 😳😳 Ivanpah is widely regarded as a bust — a high-profile, expensive failure of concentrated solar power (CSP) tower technology, though it provided some engineering lessons and did generate power (just not enough to justify its costs). Key Facts on Ivanpah • Location and Design: Mojave Desert, California. Three 459-foot towers with ~173,500 heliostats (mirrors) focusing sunlight to heat boilers for steam turbines. Gross capacity ~392 MW (net ~377 MW). • Cost: ~$2.2 billion total, including $1.6 billion in federal loan guarantees (Obama-era DOE funding). • Expected vs. Actual Performance: • Designed for ~940,000–1 million MWh/year. • Early years were dismal: ~40-50% of target in year 1, improving to ~65-70% later but rarely hitting full expectations. Capacity factor ~24% actual vs. ~28-31% planned. • It relied on natural gas to keep systems primed (especially at night/cloudy times), producing significant emissions for a “clean” project. It improved after initial ramp-up and met some contract obligations by ~2017, but never became economically competitive. Why It Failed • Technology Outpaced: CSP towers without significant thermal storage proved inflexible in a grid shifting to cheap solar PV (photovoltaic panels), which plummeted in cost and became far more efficient/scalable. Ivanpah lacked meaningful storage for dispatchable power. • High Costs and Maintenance: Expensive to build and run; underperformed on output, leading to high per-MWh costs. • Environmental Issues: Famous for “streaming” birds (singeing/incinerating them in concentrated sunlight). Estimates: thousands per year early on (hundreds documented, with search inefficiencies). Also other wildlife impacts. • Operational Problems: Fires from misaligned mirrors, turbine vibrations, lower-than-expected efficiency in real desert conditions. Current Status (as of 2026) Utilities (PG&E and SCE) wanted to exit contracts early and shut down two units in 2026, citing high costs and better alternatives — saving ratepayers money. California regulators (CPUC) rejected full closure for grid reliability/“green” goals, forcing continued operation at extra cost (~$105M to ratepayers in one report). It’s effectively a subsidized relic. Critics (across political lines, including some environmental groups) call it a boondoggle worse than Solyndra in scale. Proponents note it was a “first-of-a-kind” (FOAK) project that advanced CSP knowledge globally, but economics and PV’s rise killed it. In short: It produced some renewable energy and data, but at massive taxpayer/utility expense with poor reliability, environmental tradeoffs, and no path to competitiveness. Modern utility-scale solar is almost entirely PV for good reason.

Combat Learjet

18,012 görüntüleme • 4 ay önce

The Truth About Switching Our Economy To Electric Energy Exposed. $12,000,000,000 (Billion Dollar) Cost Per 1 Hour Of Battery Storage Would Be Needed. It’s Absolutely Impossible & Pure Insanity “I wanna talk about batteries for a minute because I know that everybody thinks that this economy is going to be operated on wind and solar and battery power, and it cannot. There is no industrialized economy in the world operating that way because they need baseload. And I'll tell you what I know about batteries because I talked to somebody who was thinking of investing in it on a two hundred megawatt plant. $1,000,000 to be able to get each megawatt stored. That's $200,000,000 for his plant alone, And he would get 1 hour of storage. So if you want me to have 12,000 megawatts of storage, that's $12,000,000,000 for 1 hour of storage, $24,000,000,000 for 2 hours of storage, $36,000,000,000 for 3 hours of storage, and there are long stretches In winter, where we can go weeks without wind or solar, that is the reason why we need legitimate, real solutions that rely on base load power rather than fantasy thinking. And I am not going to engage in fantasy thinking and say something is possible When I know that my principal job I I think we need to stop. Principle job is to have a reliable energy grid. That's what I'm trying to do.”
1:04

The Truth About Switching Our Economy To Electric Energy Exposed. $12,000,000,000 (Billion Dollar) Cost Per 1 Hour Of Battery Storage Would Be Needed. It’s Absolutely Impossible & Pure Insanity “I wanna talk about batteries for a minute because I know that everybody thinks that this economy is going to be operated on wind and solar and battery power, and it cannot. There is no industrialized economy in the world operating that way because they need baseload. And I'll tell you what I know about batteries because I talked to somebody who was thinking of investing in it on a two hundred megawatt plant. $1,000,000 to be able to get each megawatt stored. That's $200,000,000 for his plant alone, And he would get 1 hour of storage. So if you want me to have 12,000 megawatts of storage, that's $12,000,000,000 for 1 hour of storage, $24,000,000,000 for 2 hours of storage, $36,000,000,000 for 3 hours of storage, and there are long stretches In winter, where we can go weeks without wind or solar, that is the reason why we need legitimate, real solutions that rely on base load power rather than fantasy thinking. And I am not going to engage in fantasy thinking and say something is possible When I know that my principal job I I think we need to stop. Principle job is to have a reliable energy grid. That's what I'm trying to do.”

Wall Street Apes

212,494 görüntüleme • 2 yıl 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

129,641 görüntüleme • 5 ay önce

I've never had a better golf week. Tailwind both directions. 7 great dudes. Six seaside gems. 6 for 6 on caddies. Par on the first, par on the 108th. In between, deep belly laughs, nightlife in Killarney (Killarney > Dublin), first helicopter ride, 5 Top 5 Ireland weather days, no rain, plenty of 🇺🇸 bourbon, Guinness and Redbreast 12. If I had to play only one course for the 6 days. Difficult decisions ranking... 1) Waterville (the ring of Kerry is stunning) 2) Lahinch (I love courses on the edge of little towns) 3) Old Head (rain/wind would drop Old Head. Our day? 🤌🏻) 4) Ballybunion (didn't love 16 and 18. Toughest test) 5) Tralee (low tide added to beauty) 6) Doonbeg (excellent clubhouse bar and accommodations) "Ever since the creation of the world, his invisible attributes of eternal power and divinity have been able to be understood and perceived in what he has made." — Romans 1:20 Like Ireland and these golf courses 🙏🏻❤️
2:53

I've never had a better golf week. Tailwind both directions. 7 great dudes. Six seaside gems. 6 for 6 on caddies. Par on the first, par on the 108th. In between, deep belly laughs, nightlife in Killarney (Killarney > Dublin), first helicopter ride, 5 Top 5 Ireland weather days, no rain, plenty of 🇺🇸 bourbon, Guinness and Redbreast 12. If I had to play only one course for the 6 days. Difficult decisions ranking... 1) Waterville (the ring of Kerry is stunning) 2) Lahinch (I love courses on the edge of little towns) 3) Old Head (rain/wind would drop Old Head. Our day? 🤌🏻) 4) Ballybunion (didn't love 16 and 18. Toughest test) 5) Tralee (low tide added to beauty) 6) Doonbeg (excellent clubhouse bar and accommodations) "Ever since the creation of the world, his invisible attributes of eternal power and divinity have been able to be understood and perceived in what he has made." — Romans 1:20 Like Ireland and these golf courses 🙏🏻❤️

BucciOT.Com

152,040 görüntüleme • 1 yıl önce