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Replacing global fossil fuel consumption with solar would require 274 billion panels, consuming 96 billion barrels of oil, a trillion cubic feet of natural gas, and 23 billion tons of coal for mining, manufacturing, and installation. Mining spews out acid rain, wastewater, and heavy metals onto land, water, and...

81,946 views • 10 months ago •via X (Twitter)

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🚨NEWS: TRUMP CAMP SOFTENS ON SOLAR POWER – SHIFT DRIVEN BY ENERGY SECURITY & MUSK’S INFLUENCE 🇺🇸 $TSLA ✅ Recent Pro-Solar Signals from Trump-Aligned Figures • Katie Miller (“MAGA Mom” podcaster): Posted on X that “solar is the energy of the future” and “solar is more important to America than coal” • U.S. Energy Secretary Chris Wright: Recently acknowledged solar’s commercial role in adding affordable, reliable energy to the grid • Nevada Republican Governor Joe Lombardo: Revived three blocked solar projects (Libra Solar, Dry Lake East, Boulder Solar III) that the Trump administration had previously halted • President Trump: Shared a podcast clip on Truth Social in January stating solar reduces electricity bills for Americans ✅ Broader Context & Contrast • Last year, Trump called renewable energy a “green scam” • Current shift is not driven by climate change or environmental concerns • Primary motivations: U.S. energy security, grid reliability, and reducing electricity costs • Solar is now viewed as a practical part of the energy mix – especially subsidy-free, price-competitive utility-scale solar ✅ Key Accelerators of the Change • Elon Musk’s announcement of massive U.S. solar manufacturing expansion (targeting 200 GW annual capacity – far exceeding current U.S. installation rate of 40–50 GW/year) • Musk’s close alignment with Trump circle (former DOGE co-lead) makes pro-solar stance easier for Trump allies to adopt • Ongoing U.S.-Iran conflict highlighting fossil fuel price volatility and energy supply risks ✅ Market & Policy Implications • Rising oil & gas prices from Middle East tensions increase attractiveness of renewables • Trump administration appears to be moving toward pragmatic energy policy that embraces solar for cost reduction and grid stability – especially as AI/data center power demand surges

Tsla Archive

21,791 views • 5 months ago

NEW ROBOT: SOLAR PANEL DEPLOYER 🌞 San Francisco Gritt (a.k.a. Gritt AI) is probably one of the hottest robotics startups you have never heard of. Founded in 2023 by two CMU roboticists, it came out of stealth on July 21, 2026 with a $26M Series A ,led by Obvious Ventures . Gritt does not make robots. It bolts an off-the-shelf Kawasaki robotic arm onto heavy equipment for construction, and runs its own AI to unload utility-scale solar panels. They also carry them, and set them onto metal racking with sub-millimeter precision. A human then has to fasten them. It replaces the manual overhead lifting of ~100-lb glass panels on solar farms. Solar is for now their only market, but they will expand to data centers (of course) and other large infrastructures. Solar was chosen first because it's the most factory-like task on an outdoor site. Gritt is making the bet on buying, while most of its competitors are building the robots. Their own capex is therefore near-zero, and moves the scaling constraint to ops crews and software -> it does not make it necessarily easier! All depends where your strengths lie. Gritt has currently two systems deployed in the field, over signed contracts to install ~2.8–3 GW of solar over 18 months. They plan to reach 48 systems within six months -> a ~24× deployment ramp in half a year! Gritt says the first skills took weeks to train but rebar tying took a single day on the same software pipeline after the solar work. That's a ~10–30× drop in per-skill training cost! And goes against the idea that deployment data is near-worthless, since novelty is the scarce input. Also worth mentioning: Gritt has a Chinese competitors, Trinabot. Trinabot is vertically integrated: tied to Trina, a giant Chinese solar-panel maker. Make the panel and the robot that installs it, while Gritt's hardware-agnostic. Interesting to see another example where China integrates manufacturing plus robot, and the US startup goes capex-light software on rented equipment.

Léo

45,464 views • 28 days ago

Only Africa Can Save Europe Originating from COP28, the TeraMed project aims to generate 1 TW of solar energy in North Africa, creating around 3 million direct and indirect jobs. This would currently account for about 83% of the European Union's total installed electricity capacity, including renewables, fossil fuels, and nuclear (approximately 1.2 TW as of late 2025). If this target were raised from 1 TW to 1.5 TW, the European Union would more than double its current installed capacity of about 1.2 TW, reaching a total of roughly 2.7 TW, which would exceed twice the American capacity (around 1.3 TW) and near three-quarters of the Chinese capacity (around 3.8 TW). Based on TeraMed's estimates, it would require investments of $1 trillion, generating around 4.5 million jobs in North Africa and Europe. The installation project would take between 6-10 years, though it could be accelerated with aggressive engineering and strong political will. So far, in more than one year, TeraMed has not installed a single panel, highlighting the lack of coordination among Europeans in defining their energy, industrial, and economic policy priorities. With 1.5 TW of electricity generated, industrial costs in Europe would drop significantly, fulfilling the first stage to retain and attract industries. However, a second pillar would still need to be completed: natural gas. All current pipeline projects in Africa are timid, from Mauritania and Senegal to Mozambique. Investments of $20 billion and 20,000 km of pipelines would be required across several African countries, but primarily a robust Nigerian pipeline capable of transporting at least 70 bcm, which alone would meet 20% of Europe's demand. This is a project that would take at least 10 years, though it could be accelerated at the same pace as the solar panels. These are the reasons why the war must end, and Europe must get back on track. The cost of the war far exceeds the resources sent to Ukraine. Estimates suggest that total war-related costs, including aid to Ukraine, weapons, refugees, energy losses, and sanction impacts, exceed $1.5 trillion. For these and other reasons, I always say that warmongers are the true saboteurs of Europe. Moreover, engaging in free trade agreements like those with Mercosur or Indonesia won't help, as such high energy costs will make it difficult to compete in those markets as well. The Germans are desperately trying to offset losses with solar panels, but their efficiency is 2-3 times lower than panels installed in North Africa. Therefore, a supranational plan is needed. Installing panels alone won't solve the problem if they aren't efficient enough to restore industrial competitiveness and lower overall costs. Both investments in solar panels and gas would pay for themselves in just a few years, repositioning Europe to compete in the global market, and more than that, luring back companies that have already migrated to Asia. It’s green, industrial, and economic, and it generates both local and foreign jobs, bringing development and opportunities to these countries, just as the Chinese are doing in some countries.

Patricia Marins

25,302 views • 9 months ago

🇦🇷 Milei Opens Argentina’s Glaciers to Mining in Win for BHP, Glencore and Lundin Argentina’s Congress voted 137-111 Thursday to gut the country’s 2010 Glacier Law, handing a major victory to President Javier Milei and the global mining industry after nearly 12 hours of debate and thousands of protesters outside parliament. 🔹The projects most immediately unlocked include the Vicuña joint venture between BHP, the world’s largest miner, and Lundin Mining, the Vancouver-based mining group, along with Glencore, one of the world’s largest raw materials traders, and its El Pachón copper project in Argentina’s San Juan province near the Chilean border. 🔹El Pachón alone carries a $9.5 billion price tag and had been delayed by glacier protection rules. U.S. mining entrepreneur Rob McEwen copper venture is also expected to benefit through its Los Azules project, one of Argentina’s largest undeveloped copper deposits. Mining sector estimates say the new framework could unlock more than $30 billion in investment over the next decade, with 70% earmarked for copper, gold and silver. 🔹The key shift: the reform strips a federal scientific body of its authority to designate protected glaciers, handing that power to provincial governments — most of which are pro-mining.  Critics say provinces will simply greenlight any glacier that stands in the way of extraction. 🔹In the northwest, where mining is concentrated, glacial reserves have already shrunk 17% in the last decade.  Environmental lawyers warned the reform threatens the water supply of 70% of Argentinians. 🔹Environmental groups have vowed to challenge the law in court. Milei, who does not believe in man-made climate change, replied: “Environmentalists would rather see us starve than have anything touched.”

Drop Site

117,230 views • 4 months ago

Just weeks ago I considered this to be a map of Superchargers. The foundation that made EV’s a going concern for the first time. But it’s not. These dots represent fully permitted and built power stations in an era where every AI player is trying to figure out how to get power for compute. This is the largest electrical power moat I’ve ever seen that can fully supply current and future charging needs while collecting and storing cheaper power during off-peak to supply an AI revolution. Elon doesn’t care who knows anymore. 2nd place is… crumbs. AWS was built from excess server space needed during peak demand. Now it’s bigger and more valuable than the core Amazon retail business. Tesla is about to drop a hardware smackdown right in the face of software engineers. AI prototypes are easy. Scaling is hard. If only Tesla had a factory pouring out millions of chips each year that are underutilized 95% of the time. Each with their own battery storage. Imagine that. Tesla could call them ‘cars’. And that power moat? It’s all fully upgradable. It’s primed to be tripled. Only a handful of Tesla charging stations currently have solar and/or Megapacks. For 14 years Tesla has permitted and built the gas stations of the future around the world. Everyone said it would fail. All of them were wrong. And now Tesla is in a process of creating a possible 10x value stamp on those stations that should have never been built. It makes you wonder, When a vehicle now leaves the Tesla factory; how do we even begin to calculate the economic production that it will generate during its lifetime? It’s a Robotaxi, energy storage, and a fully sealed/cooled compute processor. They may as well start shitting gold out of a tailpipe.

No Safe Words

56,740 views • 2 months ago

Illegal Lithium Mining Boom at Old Oyo National Park: 3,000–5,000 Bikes Daily, N2,700 Per Trip, Chinese Buyers, Local Security Earn N300,000 Daily A booming illegal lithium mining operation has taken over large swaths of the Old Oyo National Park, with an estimated 3,000 to 5,000 motorcycles plying the forest daily to transport minerals out of the protected area, investigations have revealed. The operation, which has been ongoing for about eight years, has evolved into a highly organised criminal enterprise with multiple entry points and checkpoints. Access to the mining site is available either from Oyo State via Kishi and Igbeti or from Bani, a border town along the Kwara and Oyo State axis. Once a bike enters the forest, it must pass through seven to eight checkpoints controlled by locals who provide security for the miners. Each checkpoint charges a fee per trip, ranging from N100 to N500, while the final checkpoint leading to Daba, the hub of illegal mining, charges N2,700 per trip. With thousands of bikes operating daily, the revenue generated is staggering. Local security personnel at the N100 checkpoint alone earn over N300,000 daily. Logistics operators who do not mine but transport the minerals earn about N500,000 per truck they move out of the forest. The mining activity has been accepted by all parties involved, including locals and foreigners. The Chinese are actively participating in buying the minerals, making this a billion-dollar economy that is being illegally exploited. The Federal Government and Oyo State Government must pay urgent attention to this illegal mining operation. The scale of the activity suggests a well-funded and well-protected criminal network that is siphoning billions of naira from the nation's resources while destroying a protected national park.

The Yoruba Times

10,278 views • 1 month ago

Lithium mining activity going on at the Old Oyo National Park, the first frame showed the sorting process of the earthy minerals at the Old Oyo National park while the other two videos shows logistics activities of the bikes. Ranging from there are multiple entries to the site either from Oyo State via Kishi and Igbeti or via Bani a border town along Kwara and Oyo State. Once a bike enters the forest, there are about 7 - 8 checkpoints within the forest which is controlled by locals providing security for miners in the forest. Each of this checkpoint charges each bike per trip ranging from 100naira, 200,300 and 500naira while the last checkpoint which will lead you to Daba (illegal mining) charges 2,700naira per trip. And the estimated population of the bikes plying through the area is around 3000 to 5000 bikes. Which is significantly increasing, the mining which has started about 8yrs ago has been accepted by all parties both locals and foreigners including the Chinese who are actively participating in buying the minerals there. It is an organized crime and has many wings because those who do not mine but just look for logistics companies to pick up the items earn about 500,000 naira on each truck they bring forward. The local security earn more than 300,000 naira daily for those recieving 100naira as gate fee. The Federal Govt and State Govt needs to pay a huge and urgent attention to this mining activity, it is a billion dollar economy which is been illegally mined.

Mobilisingnigerians™

207,534 views • 1 month ago