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Why are mining giants like Zimplats spending $200 million building their own solar plants? ​"You really do not want Zimplats spending $200 million, which they are doing building solar power plants when they should be expanding their core business and scaling for beneficiation." - Victor Utedzi ​"That's our job...

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15,883 Aufrufe • vor 1 Monat •via X (Twitter)

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7 Kommentare

Profilbild von Smal
Smalvor 1 Monat

My understanding is that IPPs can not bill end user directly, everything has to go through ZESA. Thats where the problem is.

Profilbild von Citizen Dhehwa🇿🇼
Citizen Dhehwa🇿🇼vor 1 Monat

I think dude doesnt know what he is talking about. I have worked in the mines in Australia. They generate their own power through solar systems. Thats a worthwhile investment especially in a country like Zim where power is never guaranteed. Dude must get his facts right

Profilbild von M-Jay
M-Jayvor 1 Monat

They need to sell the solar plants to IPPs like what Caledonia did and use the funds to expand mining. No need to finance solar off mining balance sheets when you can offtake power from IPPs at market tariffs.

Profilbild von Admire Taguma Musingarabwi
Admire Taguma Musingarabwivor 1 Monat

To you guys, any negative narrative on the Zim economy is taken as gospel truth and any positive is treated with grandiose pessimism.

Profilbild von Prince Chigs PrQS
Prince Chigs PrQSvor 1 Monat

Will it be possible maybe to list your guest speaker profession and current company? It would make it easier than for us to try and find out who Victor Utezi is

Profilbild von street kedha
street kedhavor 1 Monat

How do select your guests? Any criteria or you just pick the loudest? This guy is speaking hogwash shows lack of depth and exposure What an uninformed “guest”!

Profilbild von Clive Masarakufa 🇿🇼
Clive Masarakufa 🇿🇼vor 1 Monat

I think that spending US$200M on a captive power plant is not necessarily deviating from the core business. Beneficiation is the logical priority to focus on, right. But for beneficiation to happen, it requires power. Thus, the US$200M is indeed going into the core business.

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Hidden camera recording catches a data center developer in Piedmont, Oklahoma saying it doesn’t matter if residents oppose his data center project The reason their city was chosen was because of the power infrastructure they need, resident outrage doesn’t matter Resident “I mean, but the citizens here are telling you that they don't want you here. Do, do you like going to communities where you're not really wanted?” Developer “Um, we work in a lot of different communities and have a lot of different reactions” (obviously negative reactions) Resident “But these people are clearly showing you that they don't want you here. So do you not think that when a citizens in a, in a community shows you that they don't want you here in their town, that maybe you should look to go locate your business elsewhere?” Developer “We look for strong spots on the grid, and that's what we have here” Resident “So you're just basically here not because you like the city of Piedmont, but because you like the power infrastructure and things like that?” Developer “The power infrastructure is very good” They openly admit they don’t care about the residents, they don’t care about the town or the issues the data center will cause, they are here for the power

Wall Street Apes

299,029 Aufrufe • vor 1 Monat

Coal prices have risen internationally but Ukraine had nothing to do with #energy prices rising in Australia. Investment in #solar and #wind is to blame. It is important that the government in this country start facing reality and stop hiding the problem. The #Ukraine has nothing to do with #coal prices in this country. In fact, Australian coal prices did not rise at all under their existing long term contracts for our #coal-fired power stations. The government must stop misleading parliament that rising electricity prices in Australia are due to a war in the Ukraine. Massive solar and wind #subsidies are the cause of Australians suffering some of the highest #electricity prices in the world. Every time a coal fired power station is shut in this country we see yet the another spike in our power bills because unreliable #renewables cannot provide the same inexpensive baseload power supply. This government's Safeguard Mechanism Bill will add even more fines to reliable coal-fired power and yet more pain for Australian households. #UnitedNations #ClimateScam #Australia
1:31

Coal prices have risen internationally but Ukraine had nothing to do with #energy prices rising in Australia. Investment in #solar and #wind is to blame. It is important that the government in this country start facing reality and stop hiding the problem. The #Ukraine has nothing to do with #coal prices in this country. In fact, Australian coal prices did not rise at all under their existing long term contracts for our #coal-fired power stations. The government must stop misleading parliament that rising electricity prices in Australia are due to a war in the Ukraine. Massive solar and wind #subsidies are the cause of Australians suffering some of the highest #electricity prices in the world. Every time a coal fired power station is shut in this country we see yet the another spike in our power bills because unreliable #renewables cannot provide the same inexpensive baseload power supply. This government's Safeguard Mechanism Bill will add even more fines to reliable coal-fired power and yet more pain for Australian households. #UnitedNations #ClimateScam #Australia

Malcolm Roberts 🇦🇺

35,774 Aufrufe • vor 3 Jahren

Zack Polanski speaking at the Bakers, Food and Allied Workers Union, "The government are very good at recognising the problems, at recognising the crisis, the supply chain issues, the energy crisis in Iran, the energy crisis from Ukraine" "But very rarely do they seem to have solutions, things to actually do about it. And when they do have solutions, rarely are they solutions of the scale we need" "So if we look at the energy crisis, for instance, we've heard recently that energy bills in this country could go up 200 pound per year, on average for a household" "That's completely unacceptable" "And far too often I don't hear the solutions from the government that are just so obvious to ramp up our investment in renewable energy to make sure that we're insulating every single home in Britain that needs it" "So it is both warm in the winter and cool in the summer as well as creating hundreds of thousands of good green jobs that could be in public sectors that could be unionised so people are paid properly and treated with dignity and, and care and to remove the subsidies from the fossil fuel companies" "The same people who are destroying our planet should not be getting subsidised by the government at a time when we're in the climate crisis" "But as you know, well it's not just an energy crisis, it's a crisis for food too. Because what we've seen in Iran or implicated by Iran is a fertiliser crisis" "We know how devastating and damaging that already is for our supply chains and for the food that we produce" "And this badly needs intervention, it badly needs help. And what did we see this government do? Well, they cut tariffs on chocolates and biscuits" "Now don't get me wrong, there is room to do this and that will provide a small relief for some families" "That's not a long term plan for UK businesses and UK food production" "That's not a Long term plan to invest in resilience and in our food supply chains, in our energy" "It's not a long term plan that takes these issues seriously, not in the next few weeks or months, but goes we need to fundamentally rethink our systems change and how we provide food security as one of the most fundamental things in our society"
2:16

Zack Polanski speaking at the Bakers, Food and Allied Workers Union, "The government are very good at recognising the problems, at recognising the crisis, the supply chain issues, the energy crisis in Iran, the energy crisis from Ukraine" "But very rarely do they seem to have solutions, things to actually do about it. And when they do have solutions, rarely are they solutions of the scale we need" "So if we look at the energy crisis, for instance, we've heard recently that energy bills in this country could go up 200 pound per year, on average for a household" "That's completely unacceptable" "And far too often I don't hear the solutions from the government that are just so obvious to ramp up our investment in renewable energy to make sure that we're insulating every single home in Britain that needs it" "So it is both warm in the winter and cool in the summer as well as creating hundreds of thousands of good green jobs that could be in public sectors that could be unionised so people are paid properly and treated with dignity and, and care and to remove the subsidies from the fossil fuel companies" "The same people who are destroying our planet should not be getting subsidised by the government at a time when we're in the climate crisis" "But as you know, well it's not just an energy crisis, it's a crisis for food too. Because what we've seen in Iran or implicated by Iran is a fertiliser crisis" "We know how devastating and damaging that already is for our supply chains and for the food that we produce" "And this badly needs intervention, it badly needs help. And what did we see this government do? Well, they cut tariffs on chocolates and biscuits" "Now don't get me wrong, there is room to do this and that will provide a small relief for some families" "That's not a long term plan for UK businesses and UK food production" "That's not a Long term plan to invest in resilience and in our food supply chains, in our energy" "It's not a long term plan that takes these issues seriously, not in the next few weeks or months, but goes we need to fundamentally rethink our systems change and how we provide food security as one of the most fundamental things in our society"

Farrukh

31,310 Aufrufe • vor 3 Monaten

Must watch explanation on clean energy by Greg Jackson on #BBCQT - also watch Tim Stanley squirm repeatedly when Jackson gives answers Greg Jackson, "We've crossed the rubicon.. Clean energy is now cheaper than fossil fuels" "Power from wind and solar is cheaper than power from fossil fuels" "Consumers don't see the benefits because our markets are run in the old traditional way" "We need market reform so when we build wind farms, people get cheaper energy" "It doesn't help that we are paying wind farms to turn off when it's windy, instead of giving people cheap power at those times" "59% of all of the renewable energy has been built in China" Fiona Bruce, "They're also building huge coal plants" Greg Jackson, "The majority will never be used, they'll be mothballed" "Why are they building green energy? It's not because they're nice people. Now they recognise clean energy is cheaper, and energy is the engine of growth for their industry, they're investing in it" "Six or seven years ago if you went to Chinese cities people wore face mask because of air pollution.. That's gone" Tim Stanley, "If you have a period where the wind dies and the sun doesn't shine, what happens, you have to rely on back up.. Rely on gas.. Import the power from overseas" Greg Jackson, "Allow me to help you with this answer.. As somebody who buys more power than anybody in the UK.. I can give you an authoritative answer on what to do" "An electric car holds enough power in its battery for a typical house in the best part of the week" "As more and more electric cars hit our roads, we have distributed storage of electricity, days on end, without wind" "It's not the whole solution but it's a big part of it.. And it helps us reduce our reliance on things like those fossil fuel backups" "It's always windy somewhere, it's always sunny somewhere.. As we connect our country to others.. When they're windy we get their power, when we're windy we sell ours to them" "By the way, we are one of the windiest places in the world.. This is a huge export opportunity for the UK"
2:35

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Farrukh

523,292 Aufrufe • vor 1 Jahr

Ethiopia, one of the first Christian nations & the 2nd most populous African country, is currently experiencing massive economic growth due to pragmatic capitalist reforms after decades of failed socialist policies. As a result, cities across the country, like the capital, Addis Ababa, are being radically transformed. The government has been shifting its monopoly control over many industries back to the private sector, allowing foreign investments in banking, which has led to historic growth in the sector, opening telecoms to private entry, floating the currency so the free market can assign it its true value, and launching a Securities Exchange. Ironically, the increased competition in the private sector has also forced the remaining state-owned firms to perform at a higher level. Many entities that were once unprofitable are starting to turn a profit. To ease doing business, major regulatory reforms have been implemented, such as liberalizing trade, allowing foreign investors to participate in export/import, wholesale, and retail, launching a "National Business Portal" for digital services, and cutting bureaucratic red tape to reduce costs for startups. These reforms have caught the attention of capital worldwide. Carrefour, a major retail company, is already making a move into the country. Industrial investors are also flocking in and creating thousands of jobs for locals. For example, TOYO, a Japanese solar solutions provider, has been investing heavily (est: $110 million) in solar cell manufacturing operations in Ethiopia. The country is now also a major Bitcoin "mining" hub. Although they produce lots of electricity, they still don't have the distribution infrastructure necessary to connect the whole country. That requires heavy investments, so in the meantime, they have turned to global crypto mining firms, which need cheap electricity and easy regulations. They dedicated 600MW+ to mining, contributing ~2.5% of global hash rate (that's big). Deals with giants like BIT Mining, Phoenix Group &, and others are raking in millions in forex revenue. The power company has made anywhere from $200 million to $500 million in total over the last 24 months, money they're using to expand their grid. The reforms have delivered strong results: GDP grew 8.1% in 2024 and is projected by the IMF to expand 7.2% in 2025 and 7.1% in 2026—one of the fastest rates in the world. Inflation has moderated from over 30% peaks to around 13-15%, foreign reserves have increased dramatically, and exports are rising. The country also just collected a historic amount of tax revenue within the last 6 months without increasing the rates. One more thing to note is that the government has not allowed ego to lead the way. When they wanted to clean & beautify their polluted rivers in the capital city, they hired international experts to work on the first phase and have used the knowledge gained to drastically scale the operation on their own. They still have a lot of work to do. For example, the central government seems to have no jurisdiction in certain regions with ethno-separatist groups & militias wreaking havoc against Orthodox Christian communities (as far as I understand). But I'm bullish because they seem to have the right leaders in place.
1:05

Ethiopia, one of the first Christian nations & the 2nd most populous African country, is currently experiencing massive economic growth due to pragmatic capitalist reforms after decades of failed socialist policies. As a result, cities across the country, like the capital, Addis Ababa, are being radically transformed. The government has been shifting its monopoly control over many industries back to the private sector, allowing foreign investments in banking, which has led to historic growth in the sector, opening telecoms to private entry, floating the currency so the free market can assign it its true value, and launching a Securities Exchange. Ironically, the increased competition in the private sector has also forced the remaining state-owned firms to perform at a higher level. Many entities that were once unprofitable are starting to turn a profit. To ease doing business, major regulatory reforms have been implemented, such as liberalizing trade, allowing foreign investors to participate in export/import, wholesale, and retail, launching a "National Business Portal" for digital services, and cutting bureaucratic red tape to reduce costs for startups. These reforms have caught the attention of capital worldwide. Carrefour, a major retail company, is already making a move into the country. Industrial investors are also flocking in and creating thousands of jobs for locals. For example, TOYO, a Japanese solar solutions provider, has been investing heavily (est: $110 million) in solar cell manufacturing operations in Ethiopia. The country is now also a major Bitcoin "mining" hub. Although they produce lots of electricity, they still don't have the distribution infrastructure necessary to connect the whole country. That requires heavy investments, so in the meantime, they have turned to global crypto mining firms, which need cheap electricity and easy regulations. They dedicated 600MW+ to mining, contributing ~2.5% of global hash rate (that's big). Deals with giants like BIT Mining, Phoenix Group &, and others are raking in millions in forex revenue. The power company has made anywhere from $200 million to $500 million in total over the last 24 months, money they're using to expand their grid. The reforms have delivered strong results: GDP grew 8.1% in 2024 and is projected by the IMF to expand 7.2% in 2025 and 7.1% in 2026—one of the fastest rates in the world. Inflation has moderated from over 30% peaks to around 13-15%, foreign reserves have increased dramatically, and exports are rising. The country also just collected a historic amount of tax revenue within the last 6 months without increasing the rates. One more thing to note is that the government has not allowed ego to lead the way. When they wanted to clean & beautify their polluted rivers in the capital city, they hired international experts to work on the first phase and have used the knowledge gained to drastically scale the operation on their own. They still have a lot of work to do. For example, the central government seems to have no jurisdiction in certain regions with ethno-separatist groups & militias wreaking havoc against Orthodox Christian communities (as far as I understand). But I'm bullish because they seem to have the right leaders in place.

George

721,100 Aufrufe • vor 8 Monaten

SIMON DIXON: "We need people running nodes, owning their Bitcoin in self custody, people that aren't borrowing against their Bitcoin through a centralized structure, people that are going to support different types of innovation that allow for privacy." "It's still the most decentralized thing we have... I know it will succeed because... It's an escape for elites that still want it as well." "Do you want to fund death, destruction, war, violence and fund the proof of weapons network, which is Bitcoin in custody?... Or do you want to actually boycott, make the system weaker and at least have a corner of the world that's working on allowing people to be sovereign? Because the only countries that are going to survive in this multipolar world order and not be vassalized into the Financial Industrial Complex are the countries that have sovereign wealth." "Most of you will be useful idiots that will give more power to the financial industrial complex on the wrong side of a margin call mining fiat currency while they take your Bitcoin and use it as leverage to destroy your pension, bomb more countries and you work for transnational capital."
4:51

SIMON DIXON: "We need people running nodes, owning their Bitcoin in self custody, people that aren't borrowing against their Bitcoin through a centralized structure, people that are going to support different types of innovation that allow for privacy." "It's still the most decentralized thing we have... I know it will succeed because... It's an escape for elites that still want it as well." "Do you want to fund death, destruction, war, violence and fund the proof of weapons network, which is Bitcoin in custody?... Or do you want to actually boycott, make the system weaker and at least have a corner of the world that's working on allowing people to be sovereign? Because the only countries that are going to survive in this multipolar world order and not be vassalized into the Financial Industrial Complex are the countries that have sovereign wealth." "Most of you will be useful idiots that will give more power to the financial industrial complex on the wrong side of a margin call mining fiat currency while they take your Bitcoin and use it as leverage to destroy your pension, bomb more countries and you work for transnational capital."

Simply Bitcoin

35,186 Aufrufe • vor 4 Monaten

If you've been confused watching gold crash during this war, you're not alone. The financial media won't cover it but there are three macro conditions driving it's price down. Understanding these will help you decide whether to buy more or sell. Here's what they are: 1) The Oil Shock Margin Call Countries that import oil need dollars to pay for increased energy bills. Turkey imports 90% of its oil and 98% of its gas. They were forced to sell 58 tons of gold in two weeks to stay afloat, becoming responsible for the most selling pressure than every other gold ETF investor who are also selling. Countries relying on these imports are doing the same. 2) Currency Peg Defense Every Gulf state pegs their currency to the dollar, which upholds when oil money flows in. Since the Iran war shut the Strait of Hormuz, dollars are still flowing out through food imports, military costs, and capital flight. They have to sell gold to keep their currency stable instead of letting the peg break, which would lead to hyperinflation and economic collapse. 3) War Funding Russia sold $30 billion in gold last year and is banning gold exports over 100 grams starting April 2026. Poland is talking about liquidating $13 billion worth of it for defense spending. That's just two examples of countries converting gold reserves into cash for military spending. Gold crashed because three macro forces margin called entire countries at the same time. The thread below explains why none of this changes the long-term bull case for gold.
1:19

If you've been confused watching gold crash during this war, you're not alone. The financial media won't cover it but there are three macro conditions driving it's price down. Understanding these will help you decide whether to buy more or sell. Here's what they are: 1) The Oil Shock Margin Call Countries that import oil need dollars to pay for increased energy bills. Turkey imports 90% of its oil and 98% of its gas. They were forced to sell 58 tons of gold in two weeks to stay afloat, becoming responsible for the most selling pressure than every other gold ETF investor who are also selling. Countries relying on these imports are doing the same. 2) Currency Peg Defense Every Gulf state pegs their currency to the dollar, which upholds when oil money flows in. Since the Iran war shut the Strait of Hormuz, dollars are still flowing out through food imports, military costs, and capital flight. They have to sell gold to keep their currency stable instead of letting the peg break, which would lead to hyperinflation and economic collapse. 3) War Funding Russia sold $30 billion in gold last year and is banning gold exports over 100 grams starting April 2026. Poland is talking about liquidating $13 billion worth of it for defense spending. That's just two examples of countries converting gold reserves into cash for military spending. Gold crashed because three macro forces margin called entire countries at the same time. The thread below explains why none of this changes the long-term bull case for gold.

Felix Prehn 🐶

22,927 Aufrufe • vor 6 Monaten

Silver is still strong. But will it stay at these levels long term? Will silver go higher? If owning silver bars is not your thing, the other way to play this is by owning silver mining stock. But the issue is that 75% of silver comes as a biproduct of copper, lead or zinc mining. Only 1% to 2% of their revenue comes from silver. So those types of mining companies don't care about the price of silver. There are very few mining companies that are primary silver producers, which is more than 50% of revenue from silver. The next thing to consider is, which companies can still expand their production? Which ones have really high grade ore? I only own two silver mining stocks. One of them is Aya Gold & Silver. US ticker is AYASF and the Canada ticker is AYA . to. I have owned it for several years. They are producing silver at their mine Zgounder in Morocco. They have a second project, called Boumadine, that will open in the future. They were already making great profits at Zgounder when silver was only $30 per oz. Their profits at $75 per oz are insane. The markets are not valuing the silver mining stocks at $75 per oz yet. Aya can mine silver at $19 per ounce and be breakeven. Their margin at $75 silver is currently $56 per ounce. That means Aya has an estimated annual operating cash flow of $336 million (at $75 silver). That is only for their Zgounder mine which is already operating. Their Boumadine mine is going to be 5x larger. If you believe in silver long term and don't want to own the physical metal, my top silver mine stock in my portfolio is Aya Gold & Silver. Canada company with it's HQ in Montreal. US Ticker: AYASF Canada Ticker: AYA. TO
0:37

Silver is still strong. But will it stay at these levels long term? Will silver go higher? If owning silver bars is not your thing, the other way to play this is by owning silver mining stock. But the issue is that 75% of silver comes as a biproduct of copper, lead or zinc mining. Only 1% to 2% of their revenue comes from silver. So those types of mining companies don't care about the price of silver. There are very few mining companies that are primary silver producers, which is more than 50% of revenue from silver. The next thing to consider is, which companies can still expand their production? Which ones have really high grade ore? I only own two silver mining stocks. One of them is Aya Gold & Silver. US ticker is AYASF and the Canada ticker is AYA . to. I have owned it for several years. They are producing silver at their mine Zgounder in Morocco. They have a second project, called Boumadine, that will open in the future. They were already making great profits at Zgounder when silver was only $30 per oz. Their profits at $75 per oz are insane. The markets are not valuing the silver mining stocks at $75 per oz yet. Aya can mine silver at $19 per ounce and be breakeven. Their margin at $75 silver is currently $56 per ounce. That means Aya has an estimated annual operating cash flow of $336 million (at $75 silver). That is only for their Zgounder mine which is already operating. Their Boumadine mine is going to be 5x larger. If you believe in silver long term and don't want to own the physical metal, my top silver mine stock in my portfolio is Aya Gold & Silver. Canada company with it's HQ in Montreal. US Ticker: AYASF Canada Ticker: AYA. TO

Wall Street Mav

92,758 Aufrufe • vor 9 Monaten

This is the majestic Victoria Falls, reduced to boulders and rocks, it is extremely painful to watch. Here, Zambian members of parliament and officials from the country’s central bank inspect the economic effects of the mighty Zambezi River drying up. Why is this important to you and me? Both Zimbabwe and Zambia rely on the Zambezi River for hydroelectricity generated at Lake Kariba, which was built by the colonial Federation of the Rhodesia and Nyasaland government in 1959. Africans must rethink where they want to go and how they will successfully get there, they desperately need good leadership to navigate their way to economic prosperity. The combined population of Zimbabwe and Zambia was 6.7 million people in 1959, today, it is 37.9 million people. Yet, both countries are still using infrastructure designed and built for just 6.7 million people, despite a population increase of 465.67%. I give credit to the Zambians for not hiding this reality, but how did we get here? There has been no substantial investment in power generation infrastructure since the two countries gained independence. This has been caused by corruption, the looting of public funds, incompetence, and general mismanagement. Countries that once had a lower GDP than Zimbabwe, like Singapore, are now light years ahead, despite having far fewer resources. What they have in abundance are capable and patriotic leaders who have put their countries ahead of looting and plunder. The Zambezi River is partly dry because of climate change, but this does not affect only Zambia and Zimbabwe, it affects the entire world, so it can't be an excuse, you evolve with new realities by developing new solutions for your country. The difference is that the rest of the succeeding world has capable leaders who have taken advantage of avant-garde technology like solar which was not yet fully developed in 1959 when Kariba hydro was built. To understand how Zimbabwe and Zambia now lag behind in power generation, which also reflects the state of their economies, Zimbabwe’s maximum power generation capacity is 2,000 megawatts, while Zambia’s is 3,200 megawatts, giving a combined total of 5,200 megawatts for both countries. In comparison, South Africa’s Limpopo province alone generates 8,700 megawatts, surpassing the combined capacity of Zambia and Zimbabwe by 3,500 megawatts. The solutions to this problem are not utopian, they are quite basic and are readily available to any serious patriotic leader or government. It simply requires investment in power generation, such as solar energy and this is being done elsewhere. Countries like Egypt and Morocco are doing this, which is why Egypt is projected to become the largest economy in Africa by 2027. You cannot grow an economy without power, it is fundamental to understand that immutable fact. Over the past decade, Egypt has invested in solar generation plants with a combined capacity of approximately 29,200 megawatts, Egypt's total installed electricity generation capacity is 59,443 megawatts. The 29,200 megawatts solar power it installed in the last ten years includes the 1,800 megawatt Benban Solar Park, 8.2 megawatts from 109 solar system plants across 13 provinces, 19,200 megawatts from renewable energy projects in 2021, and 3,200 megawatts from government projects. In 1980, Egypt’s GDP was US$20 billion, while Zimbabwe’s was US$7.5 billion. Today, Egypt’s GDP has grown to US$348 billion, while Zimbabwe’s remains at just US$23 billion. This shows the impact to an economy if a country doesn’t generate enough electricity, a country cannot grow without power, it is that simple. Despite Zimbabwe’s vast mineral wealth, it is failing to grow because of corrupt and incompetent leadership. We know Zimbabwe has a corrupt president and government, but what about Zambia? Zambian President Hakainde Hichilema inherited a battered economy with a debt of US$18.5 billion. This includes US$11.1 billion in external debt owed to international creditors and US$7.4 billion in domestic debt owed to local institutions. However, Hichilema made a significant error, he failed to effectively communicate these economic challenges to ordinary Zambian citizens because he appointed a hopelessly incompetent information minister, prioritising loyalty over competence. As a result, a discredited former president like Edgar Lungu has real prospects of returning to power, as Hichilema failed to explain that fixing Lungu’s mess would make things tougher before they improve. He is still failing to explain in simple terms that Lungu’s massive debt needed to be restructured and paid before the economy could improve, and that Lungu’s debt was inflated by the looting of public funds, similar to how his ally, Zimbabwean tyrant Emmerson Mnangagwa, uses infrastructure projects like road refurbishment to siphon public resources. If Hichilema loses the election due to the tougher economic environment, it will be his own fault for not effectively communicating with the people about the economic reality he got from Lungu. There were so many opportunities that Hichilema could have seized, especially given the international goodwill he enjoys. However, a combination of arrogance and surrounding himself with unimaginative and incompetent individuals has exacerbated his problems. Both Zambia and Zimbabwe are experiencing 20-hour power cuts because of their failure to invest adequately in power generation over the years. Until they realise that they are relying on a 65-year-old hydroelectric utility designed for only 6.7 million people, despite now having a combined population of 37.9 million, they will continue to suffer from severe power shortages and their economies will remain stagnant because investors need reliable uninterrupted electric power. How can any serious investor go to a country with 20 hours of daily power cuts when they want to run factories that require power 24/7? Their continued failures will give credence to racists like Ian Smith, who claimed that blacks were not yet ready to govern themselves. Yet, we know there are African countries like Rwanda where blacks are governing themselves well. Without power, Zimbabwe and Zambia will remain rag tag economies, and it is time they realise that they must look beyond Kariba and invest in massive power generation. The time for complacency has passed for both Zimbabwe and Zambia. The two countries must recognise that their over-reliance on outdated infrastructure built in 1959 is unsustainable, especially considering their populations have grown by over 465 per cent since that infrastructure was established by the colonial government. To attract serious local and foreign investors and secure economic growth, they need to move towards innovative solutions like solar energy. The world is advancing daily, and without a commitment to modern power generation, both countries risk remaining stagnant, constrained by their own political leadership failures authored through corruption and staggering incompetence. The clarion call to action is very clear for both countries dubbed the siamese twins of Southern Africa. They must invest in the future, embrace technological change, and ensure that the potential of their vast resources is realised for the benefit of their people, rather than for a few corrupt and politically connected individuals. The Zambian president must also understand the importance of communication in this new world of social media and not rely on outdated methods. If he fails to engage with Zambians, the dangerous prospect of a ZANUPF funded Edgar Lungu being elected will become increasingly likely with each passing day. If you want to privately engage me on any issues in this article, email me at hopewell2@post.harvard.edu as I might miss social media inboxes.
2:39

This is the majestic Victoria Falls, reduced to boulders and rocks, it is extremely painful to watch. Here, Zambian members of parliament and officials from the country’s central bank inspect the economic effects of the mighty Zambezi River drying up. Why is this important to you and me? Both Zimbabwe and Zambia rely on the Zambezi River for hydroelectricity generated at Lake Kariba, which was built by the colonial Federation of the Rhodesia and Nyasaland government in 1959. Africans must rethink where they want to go and how they will successfully get there, they desperately need good leadership to navigate their way to economic prosperity. The combined population of Zimbabwe and Zambia was 6.7 million people in 1959, today, it is 37.9 million people. Yet, both countries are still using infrastructure designed and built for just 6.7 million people, despite a population increase of 465.67%. I give credit to the Zambians for not hiding this reality, but how did we get here? There has been no substantial investment in power generation infrastructure since the two countries gained independence. This has been caused by corruption, the looting of public funds, incompetence, and general mismanagement. Countries that once had a lower GDP than Zimbabwe, like Singapore, are now light years ahead, despite having far fewer resources. What they have in abundance are capable and patriotic leaders who have put their countries ahead of looting and plunder. The Zambezi River is partly dry because of climate change, but this does not affect only Zambia and Zimbabwe, it affects the entire world, so it can't be an excuse, you evolve with new realities by developing new solutions for your country. The difference is that the rest of the succeeding world has capable leaders who have taken advantage of avant-garde technology like solar which was not yet fully developed in 1959 when Kariba hydro was built. To understand how Zimbabwe and Zambia now lag behind in power generation, which also reflects the state of their economies, Zimbabwe’s maximum power generation capacity is 2,000 megawatts, while Zambia’s is 3,200 megawatts, giving a combined total of 5,200 megawatts for both countries. In comparison, South Africa’s Limpopo province alone generates 8,700 megawatts, surpassing the combined capacity of Zambia and Zimbabwe by 3,500 megawatts. The solutions to this problem are not utopian, they are quite basic and are readily available to any serious patriotic leader or government. It simply requires investment in power generation, such as solar energy and this is being done elsewhere. Countries like Egypt and Morocco are doing this, which is why Egypt is projected to become the largest economy in Africa by 2027. You cannot grow an economy without power, it is fundamental to understand that immutable fact. Over the past decade, Egypt has invested in solar generation plants with a combined capacity of approximately 29,200 megawatts, Egypt's total installed electricity generation capacity is 59,443 megawatts. The 29,200 megawatts solar power it installed in the last ten years includes the 1,800 megawatt Benban Solar Park, 8.2 megawatts from 109 solar system plants across 13 provinces, 19,200 megawatts from renewable energy projects in 2021, and 3,200 megawatts from government projects. In 1980, Egypt’s GDP was US$20 billion, while Zimbabwe’s was US$7.5 billion. Today, Egypt’s GDP has grown to US$348 billion, while Zimbabwe’s remains at just US$23 billion. This shows the impact to an economy if a country doesn’t generate enough electricity, a country cannot grow without power, it is that simple. Despite Zimbabwe’s vast mineral wealth, it is failing to grow because of corrupt and incompetent leadership. We know Zimbabwe has a corrupt president and government, but what about Zambia? Zambian President Hakainde Hichilema inherited a battered economy with a debt of US$18.5 billion. This includes US$11.1 billion in external debt owed to international creditors and US$7.4 billion in domestic debt owed to local institutions. However, Hichilema made a significant error, he failed to effectively communicate these economic challenges to ordinary Zambian citizens because he appointed a hopelessly incompetent information minister, prioritising loyalty over competence. As a result, a discredited former president like Edgar Lungu has real prospects of returning to power, as Hichilema failed to explain that fixing Lungu’s mess would make things tougher before they improve. He is still failing to explain in simple terms that Lungu’s massive debt needed to be restructured and paid before the economy could improve, and that Lungu’s debt was inflated by the looting of public funds, similar to how his ally, Zimbabwean tyrant Emmerson Mnangagwa, uses infrastructure projects like road refurbishment to siphon public resources. If Hichilema loses the election due to the tougher economic environment, it will be his own fault for not effectively communicating with the people about the economic reality he got from Lungu. There were so many opportunities that Hichilema could have seized, especially given the international goodwill he enjoys. However, a combination of arrogance and surrounding himself with unimaginative and incompetent individuals has exacerbated his problems. Both Zambia and Zimbabwe are experiencing 20-hour power cuts because of their failure to invest adequately in power generation over the years. Until they realise that they are relying on a 65-year-old hydroelectric utility designed for only 6.7 million people, despite now having a combined population of 37.9 million, they will continue to suffer from severe power shortages and their economies will remain stagnant because investors need reliable uninterrupted electric power. How can any serious investor go to a country with 20 hours of daily power cuts when they want to run factories that require power 24/7? Their continued failures will give credence to racists like Ian Smith, who claimed that blacks were not yet ready to govern themselves. Yet, we know there are African countries like Rwanda where blacks are governing themselves well. Without power, Zimbabwe and Zambia will remain rag tag economies, and it is time they realise that they must look beyond Kariba and invest in massive power generation. The time for complacency has passed for both Zimbabwe and Zambia. The two countries must recognise that their over-reliance on outdated infrastructure built in 1959 is unsustainable, especially considering their populations have grown by over 465 per cent since that infrastructure was established by the colonial government. To attract serious local and foreign investors and secure economic growth, they need to move towards innovative solutions like solar energy. The world is advancing daily, and without a commitment to modern power generation, both countries risk remaining stagnant, constrained by their own political leadership failures authored through corruption and staggering incompetence. The clarion call to action is very clear for both countries dubbed the siamese twins of Southern Africa. They must invest in the future, embrace technological change, and ensure that the potential of their vast resources is realised for the benefit of their people, rather than for a few corrupt and politically connected individuals. The Zambian president must also understand the importance of communication in this new world of social media and not rely on outdated methods. If he fails to engage with Zambians, the dangerous prospect of a ZANUPF funded Edgar Lungu being elected will become increasingly likely with each passing day. If you want to privately engage me on any issues in this article, email me at [email protected] as I might miss social media inboxes.

Hopewell Chin’ono

183,229 Aufrufe • vor 1 Jahr

🇸🇪 Sweden's Biggest Party Puts A Target On My Back The Social Democrats (formerly a party for Sweden's working-class, now a party for Third World-immigrants) recently (on their social media) used me as a way to attack the esteemed Jessica Stegrud (Sweden Democrats). Last year, she sent me a hat (as part of a competition) with the highly provocative “Right-wing extremist” message: “Make Europe Safe Again” The Left-wing media made a deal out of this (and the Socialists now try to hold it against her). How do they describe me? “White Power Influencer” is the label they chose – essentially branding me as a heretic and persona non grata. This is a term that is used as part of their psychological warfare efforts. They have, over many years, charged this term with negative emotions (thus essentially relying on emotional manipulation instead of countering my views). What does “White Power” actually mean? They could actually have been more specific: “Swedish Power” Yes, I want Swedes to be in power in Sweden. This is not strange or controversial (or should not be at least). There is nothing extreme with not wanting to become a minority in your own country. Similarly, I want other White nations to be in charge of their respective countries. I want the English to be in charge of England. I want the Polish to be in charge of Poland. And so on. Again, nothing that should be controversial. Lastly, having the Eye of Sauron (in this case, the attention of the Social Democrats) is not necessarily pleasant, but I have no regrets. Also, terms and labels only have so much power you give them. They are bullies, and it is good to stand up to bullies – when you do, they lose power. I am doing what is right. They are doing what is wrong.
8:46

🇸🇪 Sweden's Biggest Party Puts A Target On My Back The Social Democrats (formerly a party for Sweden's working-class, now a party for Third World-immigrants) recently (on their social media) used me as a way to attack the esteemed Jessica Stegrud (Sweden Democrats). Last year, she sent me a hat (as part of a competition) with the highly provocative “Right-wing extremist” message: “Make Europe Safe Again” The Left-wing media made a deal out of this (and the Socialists now try to hold it against her). How do they describe me? “White Power Influencer” is the label they chose – essentially branding me as a heretic and persona non grata. This is a term that is used as part of their psychological warfare efforts. They have, over many years, charged this term with negative emotions (thus essentially relying on emotional manipulation instead of countering my views). What does “White Power” actually mean? They could actually have been more specific: “Swedish Power” Yes, I want Swedes to be in power in Sweden. This is not strange or controversial (or should not be at least). There is nothing extreme with not wanting to become a minority in your own country. Similarly, I want other White nations to be in charge of their respective countries. I want the English to be in charge of England. I want the Polish to be in charge of Poland. And so on. Again, nothing that should be controversial. Lastly, having the Eye of Sauron (in this case, the attention of the Social Democrats) is not necessarily pleasant, but I have no regrets. Also, terms and labels only have so much power you give them. They are bullies, and it is good to stand up to bullies – when you do, they lose power. I am doing what is right. They are doing what is wrong.

The Golden One

11,273 Aufrufe • vor 1 Monat

$FLNC Batteries, Energy Storage 3.8B Market cap My take: A spicy shorter-term "battery meta" play with a potential long-term "Amazon" thesis. $FLNC is in a capital-intensive expansion phase with thin margins generating billions in revenue but very little in net profit Key: This is a capital-intensive INTEGRATOR, not a battery manufacturer. They don't make lithium-ion batteries but rather procure them (roughly 50% from China and more recently aiming for 50% from USA). They provide large grid-scale battery integration into power systems with roles in: 🔹Advisory, procurement, & build-outs. 🔹AI driven battery fleet management software 🔹Long-term servicing ------------------------- THE "SCALE" Global Scale: Operates in 40+ markets with one of the largest deployed fleets of energy storage projects in the world. Credibility and Reach: Formed as a joint venture between Siemens (an industrial manufacturing giant) and AES (a global utility and power generator) with massive industry backing. Massive Backlog: As of their last report, their backlog was already enormous at ~$4.9 billion. They signed an additional ~$1.1 billion in new contracts after this last quarter ended (including two massive projects in Australia) Major Wins: They can operate at scale and were also just awarded Europe's largest ever BESS project (a massive 4 GWh system in Germany). ------------------------- THE "PROFIT PROBLEM" Wafer-Thin Margins: Out of $602.5 million of revenue in Q3 FY2025, their net income was just $6.9M (a ~1.1% net profit margin). (That 14% number you see is their GAAP Gross Margin, which is already thin, but I'd argue the net profit is the current story and why a company doing $2.6B in revenue is valued at $3.8B). Weak Guidance: FY2025 Adj. EBITDA guidance is just $0 to $20M despite forecasting over $2.6B in revenue. Trade Policy Risk: Highly exposed to US-China trade policy, which has weighed on profits. Roughly half of their battery cells come from China which hurts their tax credits. For these reasons they are strategically increasing their US sourcing now with a supply agreement with AESC for U.S. manufactured battery cells, primarily from AESC's facility in Tennessee. "Strong-ish" Growth: Revenue was up 24.7% YoY. This is good, but not explosive given the market's potential, and it's clearly not translating to the bottom line yet. For these reasons this is currently a smaller short term battery meta play for me that has shown very strong recent stock technical performance despite the significant broader market weakness. When institutions want a "cheap" de-risked pure battery play, I think they will reach for $FLNC. The long term potential case is that the story here is the classic "Amazon" model: Is $FLNC a company that's just in a capital-intensive expansion phase, or is it a low-margin business forever? For years, $AMZN wasn't highly profitable "on paper" as virtually all resources were spent on massive scaling. When the profit switch flipped, the stock exploded. $FLNC is in a similar "scale-at-all-costs" phase with the potential that servicing and software will be the future AWS higher margin story. Their pivot to US sourcing isn't just about "surviving" trade policy; it's about building a protected, high-growth, and potentially higher-margin business in the U.S. September 2025 saw their first shipment of U.S. domestic-content BESS systems. Depending on how this capital-intensive phase goes, they could evolve into a long-term play for me. If they survive the cash burn, scale successfully, and flip that profit switch, the "Amazon of batteries" thesis could play out. Relevance: $TSLA $EOSE $BE $GEV $STEM $ENS $GWH $ENS $TE $FSLR
3:10

$FLNC Batteries, Energy Storage 3.8B Market cap My take: A spicy shorter-term "battery meta" play with a potential long-term "Amazon" thesis. $FLNC is in a capital-intensive expansion phase with thin margins generating billions in revenue but very little in net profit Key: This is a capital-intensive INTEGRATOR, not a battery manufacturer. They don't make lithium-ion batteries but rather procure them (roughly 50% from China and more recently aiming for 50% from USA). They provide large grid-scale battery integration into power systems with roles in: 🔹Advisory, procurement, & build-outs. 🔹AI driven battery fleet management software 🔹Long-term servicing ------------------------- THE "SCALE" Global Scale: Operates in 40+ markets with one of the largest deployed fleets of energy storage projects in the world. Credibility and Reach: Formed as a joint venture between Siemens (an industrial manufacturing giant) and AES (a global utility and power generator) with massive industry backing. Massive Backlog: As of their last report, their backlog was already enormous at ~$4.9 billion. They signed an additional ~$1.1 billion in new contracts after this last quarter ended (including two massive projects in Australia) Major Wins: They can operate at scale and were also just awarded Europe's largest ever BESS project (a massive 4 GWh system in Germany). ------------------------- THE "PROFIT PROBLEM" Wafer-Thin Margins: Out of $602.5 million of revenue in Q3 FY2025, their net income was just $6.9M (a ~1.1% net profit margin). (That 14% number you see is their GAAP Gross Margin, which is already thin, but I'd argue the net profit is the current story and why a company doing $2.6B in revenue is valued at $3.8B). Weak Guidance: FY2025 Adj. EBITDA guidance is just $0 to $20M despite forecasting over $2.6B in revenue. Trade Policy Risk: Highly exposed to US-China trade policy, which has weighed on profits. Roughly half of their battery cells come from China which hurts their tax credits. For these reasons they are strategically increasing their US sourcing now with a supply agreement with AESC for U.S. manufactured battery cells, primarily from AESC's facility in Tennessee. "Strong-ish" Growth: Revenue was up 24.7% YoY. This is good, but not explosive given the market's potential, and it's clearly not translating to the bottom line yet. For these reasons this is currently a smaller short term battery meta play for me that has shown very strong recent stock technical performance despite the significant broader market weakness. When institutions want a "cheap" de-risked pure battery play, I think they will reach for $FLNC. The long term potential case is that the story here is the classic "Amazon" model: Is $FLNC a company that's just in a capital-intensive expansion phase, or is it a low-margin business forever? For years, $AMZN wasn't highly profitable "on paper" as virtually all resources were spent on massive scaling. When the profit switch flipped, the stock exploded. $FLNC is in a similar "scale-at-all-costs" phase with the potential that servicing and software will be the future AWS higher margin story. Their pivot to US sourcing isn't just about "surviving" trade policy; it's about building a protected, high-growth, and potentially higher-margin business in the U.S. September 2025 saw their first shipment of U.S. domestic-content BESS systems. Depending on how this capital-intensive phase goes, they could evolve into a long-term play for me. If they survive the cash burn, scale successfully, and flip that profit switch, the "Amazon of batteries" thesis could play out. Relevance: $TSLA $EOSE $BE $GEV $STEM $ENS $GWH $ENS $TE $FSLR

YeahDave

27,279 Aufrufe • vor 10 Monaten

The biggest power grab since Standard Oil is happening today and almost nobody is paying attention. Tech companies are building their own power grid. They're about to produce more electricity than entire COUNTRIES. Right now at the White House, CEOs from Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI are signing a pledge that most people will scroll past. But it might be the most important business deal of the decade. They're committing to build, bring, or buy 100% of their own electricity for every new AI data center. Their own power plants. Their own transmission lines. Their own energy infrastructure. These are SOFTWARE companies agreeing to become power utilities. Here's why this matters for everyone reading this: By the end of this year, at least 5 US data centers will each consume over 1 gigawatt of continuous power. 1 gigawatt powers 850,000 homes. 5 of these facilities will use more electricity than some entire countries. The US grid physically cannot handle it. Capacity prices in the PJM grid, which covers 13 states, exploded from $28.92 per megawatt-day to $329.17 in just two years. That's literally a 1,000% increase. So what do you do when the grid can't support you? You stop using the grid. Amazon is buying nuclear reactors. Microsoft restarted Three Mile Island. Meta signed 20-year nuclear deals. Chevron is building a 2.5 gigawatt natural gas plant in West Texas specifically to power data centers. These companies aren't supplementing the grid. They're replacing it. For themselves. Think about what's actually happening here: 7 companies now control more computing power than most governments. And today they're signing paperwork to control their own energy supply too. Computing. Data. Energy. Infrastructure. That's not a "tech" company anymore. A Harvard energy law professor already called the pledge "meaningless" because utilities in PJM are spending tens of billions on power projects for data centers and those costs are STILL being spread across ratepayers anyway. The pledge has zero legal teeth. No enforcement mechanism. No compliance monitoring. No penalty for breaking it. It's a political move designed to get tech companies through the midterms without becoming the villain of every campaign ad about electricity bills. But the underlying shift is real and irreversible: Tech companies are becoming energy companies. Energy companies are becoming AI infrastructure. And the line between Big Tech and Big Energy is about to disappear completely. The big question here: When seven companies control both the world's intelligence AND the power that runs it, who exactly is governing who?
2:25

The biggest power grab since Standard Oil is happening today and almost nobody is paying attention. Tech companies are building their own power grid. They're about to produce more electricity than entire COUNTRIES. Right now at the White House, CEOs from Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI are signing a pledge that most people will scroll past. But it might be the most important business deal of the decade. They're committing to build, bring, or buy 100% of their own electricity for every new AI data center. Their own power plants. Their own transmission lines. Their own energy infrastructure. These are SOFTWARE companies agreeing to become power utilities. Here's why this matters for everyone reading this: By the end of this year, at least 5 US data centers will each consume over 1 gigawatt of continuous power. 1 gigawatt powers 850,000 homes. 5 of these facilities will use more electricity than some entire countries. The US grid physically cannot handle it. Capacity prices in the PJM grid, which covers 13 states, exploded from $28.92 per megawatt-day to $329.17 in just two years. That's literally a 1,000% increase. So what do you do when the grid can't support you? You stop using the grid. Amazon is buying nuclear reactors. Microsoft restarted Three Mile Island. Meta signed 20-year nuclear deals. Chevron is building a 2.5 gigawatt natural gas plant in West Texas specifically to power data centers. These companies aren't supplementing the grid. They're replacing it. For themselves. Think about what's actually happening here: 7 companies now control more computing power than most governments. And today they're signing paperwork to control their own energy supply too. Computing. Data. Energy. Infrastructure. That's not a "tech" company anymore. A Harvard energy law professor already called the pledge "meaningless" because utilities in PJM are spending tens of billions on power projects for data centers and those costs are STILL being spread across ratepayers anyway. The pledge has zero legal teeth. No enforcement mechanism. No compliance monitoring. No penalty for breaking it. It's a political move designed to get tech companies through the midterms without becoming the villain of every campaign ad about electricity bills. But the underlying shift is real and irreversible: Tech companies are becoming energy companies. Energy companies are becoming AI infrastructure. And the line between Big Tech and Big Energy is about to disappear completely. The big question here: When seven companies control both the world's intelligence AND the power that runs it, who exactly is governing who?

Ricardo

146,789 Aufrufe • vor 7 Monaten

ELON: IT’S TOTAL MADNESS FOR GERMANY TO SHUT DOWN ITS NUCLEAR POWER PLANTS “I think it's very important that Germany does not shut down its nuclear power stations. I think this is extremely crazy. I want to be super clear: In my opinion, Germany should not only not shut down the nuclear power plants, it should reopen the ones that were shut down. Those are the fastest ones to restart. It's crazy to shut down nuclear power plants, especially if you're in a place where there's no natural disasters. Maybe, if you're somewhere where there are severe earthquakes or tsunamis or something like that, it's more of a question mark. But if there's no massive natural disaster risk, which Germany does not have, then there's really no danger with nuclear power plants. I can't emphasize enough: Please, do not shut down the nuclear power plants. And please, reopen the ones that have been shut. This is total madness to shut them down, I want to be clear. I would say this is a national security risk. Listen: Playtime is over, okay? Obviously, playtime is over. I think people don't understand: Coal power plants, because of their emissions, cause a certain number of deaths every year. It's far more dangerous than nuclear power plants.” Source: Welt, April 2022
1:12

ELON: IT’S TOTAL MADNESS FOR GERMANY TO SHUT DOWN ITS NUCLEAR POWER PLANTS “I think it's very important that Germany does not shut down its nuclear power stations. I think this is extremely crazy. I want to be super clear: In my opinion, Germany should not only not shut down the nuclear power plants, it should reopen the ones that were shut down. Those are the fastest ones to restart. It's crazy to shut down nuclear power plants, especially if you're in a place where there's no natural disasters. Maybe, if you're somewhere where there are severe earthquakes or tsunamis or something like that, it's more of a question mark. But if there's no massive natural disaster risk, which Germany does not have, then there's really no danger with nuclear power plants. I can't emphasize enough: Please, do not shut down the nuclear power plants. And please, reopen the ones that have been shut. This is total madness to shut them down, I want to be clear. I would say this is a national security risk. Listen: Playtime is over, okay? Obviously, playtime is over. I think people don't understand: Coal power plants, because of their emissions, cause a certain number of deaths every year. It's far more dangerous than nuclear power plants.” Source: Welt, April 2022

Mario Nawfal

48,254 Aufrufe • vor 1 Jahr

📌 Women have lost their way in politics. They believe that they can make change by voting, knocking on doors, and making donations. But that's not how it's done. Their true power has not been realized yet and way too many are running from the real task. What is the real task? Raising the babies. Feminism has led women away from their natural roles. They have led them away from marriage and family. Their goals are the opposite of what they are designed for. Women are chasing careers exhaustively and wondering why they feel unsatisfied and unfulfilled. Fulfillment comes from family. It's the only thing that can make you feel full. Women have not yet realized their full potential or power. Mostly because they are impatient and want everything NOW. But powerful nations are built across generations so the mindset needs to be long-term. The politics women want need to be instilled in the children. As the children grow, they will pollinate society with their culture and politics. The way they act, breathe, and think will naturally spread to others. Those with weak politics will be influenced by your strong-minded children. But you have abandoned your post, and now your children are being conditioned by the wrong kind of politics. The nefarious politics from their peers sheds all over them. The poor culture leeches and possesses your children. Then you wake up one day and wonder why your children are unrecognizable. Society's planners have long understood that you control a nation by molding the minds of the youth. They have used media and education to turn your kids into enemies of your politics and culture. But none of that would be possible unless women abandoned their posts. Mothers think that because their children have food, water, and shelter, the job is done. They want to do the bare minimum and call it raising a child. But what we are dealing with is the outsourcing of parenthood. You have given the state control of your children. You have said, "I don't want to be bothered with raising my children." Until this attitude changes, and mothers see their importance and true power, politics in this country will always lead us away from God.
3:28

📌 Women have lost their way in politics. They believe that they can make change by voting, knocking on doors, and making donations. But that's not how it's done. Their true power has not been realized yet and way too many are running from the real task. What is the real task? Raising the babies. Feminism has led women away from their natural roles. They have led them away from marriage and family. Their goals are the opposite of what they are designed for. Women are chasing careers exhaustively and wondering why they feel unsatisfied and unfulfilled. Fulfillment comes from family. It's the only thing that can make you feel full. Women have not yet realized their full potential or power. Mostly because they are impatient and want everything NOW. But powerful nations are built across generations so the mindset needs to be long-term. The politics women want need to be instilled in the children. As the children grow, they will pollinate society with their culture and politics. The way they act, breathe, and think will naturally spread to others. Those with weak politics will be influenced by your strong-minded children. But you have abandoned your post, and now your children are being conditioned by the wrong kind of politics. The nefarious politics from their peers sheds all over them. The poor culture leeches and possesses your children. Then you wake up one day and wonder why your children are unrecognizable. Society's planners have long understood that you control a nation by molding the minds of the youth. They have used media and education to turn your kids into enemies of your politics and culture. But none of that would be possible unless women abandoned their posts. Mothers think that because their children have food, water, and shelter, the job is done. They want to do the bare minimum and call it raising a child. But what we are dealing with is the outsourcing of parenthood. You have given the state control of your children. You have said, "I don't want to be bothered with raising my children." Until this attitude changes, and mothers see their importance and true power, politics in this country will always lead us away from God.

Hotep Jesus

22,241 Aufrufe • vor 5 Monaten

The Trump admin is GASLIGHTING us re: no CBDCs They know they can't do CBDCs because of the Constitution, so they're backdooring them with stablecoins Iain Davis explains— "the idea of a [CBDC] is that it will give these private institutions total control of a new digital international monetary and financial system" "CBDC is programmable money that slots into that system. That's why they want it" "That's not going to work in the US because... it's a constitutional right in the United States that the people, and only the people, oversee what they call the power, quote–unquote... to coin money" "So what are you going to do about it? You need some sort of work-round" "So stablecoins and things like deposit tokens or tokenized deposits are variations of programmable digital currency. But rather than being issued by a central bank, they're issued by a commercial bank" "stablecoins... slot into the system of programmability just as easily, if not more so than a central bank digital currency. So you can attach smart contracts to any kind of digital transaction using digital currency" "Programmable digital currency and stablecoins do exactly the same thing, serve the same purpose, as central bank digital currency" This clip of Iain Davis (InThisTogether), author of The Technocratic Dark State, is taken from a Flashlights podcast (Flashlights Podcast) episode posted to Rumble on May 17, 2026. ---------------Partial transcription of clip---------------- "It's a constitutional right in the United States that the people, and only the people, oversee what they call the power, quote–unquote, it says this in the Constitution, to coin money. So the power to coin money is overseen by the people. "Now the idea of a central bank digital currency is that it will give these private institutions total control of a new digital international monetary and financial system. That's CBDC is programmable money that slots into that system. That's why they want it. "That's not going to work in the US because even though Congress, you know, Congress is the, is the dog which is wagged by the tail in this of the Fed, the Fed, you know, the Fed tells Congress what to do, not the other way round. But theoretically it could be the other way round. And theoretically the people could assert their control over the Fed if they only knew about it, which, not many people do, but they could do it, right? It's in the US Constitution. "Now that's a problem if you're going to embark on a global transformation of the entire international monetary and financial system when your leading reserve currency is the US dollar. So that's, you know, that could all go wrong very badly. "So what are you going to do about it? You need some sort of work round. How are you, how are you going to do which for the, you know, I, for many years, well, since central bank digital currency has been something that I've been looking at, I couldn't figure out why the US wasn't more enthusiastic about central bank digital currency. "Because it's the type of thing that the US administrations are usually right up— You know, they're really gung ho about that kind of centralized control of everything. That's right up their alley. So why, why don't they like it? And then it was the work of John Titus who pointed out this problem that they've got in the US with the Constitution that made me look at that and think, right. And then I started investigating that further. And he's right about that. That is a problem. "But then they obviously need some sort of workaround. How are they going to have. Because the main point of central bank digital currency from the surveillance and control aspect is that we will all need digital identity in order to access our digital wallets, which will contain the currency and the currency and the wallets and our, digital identities will all be programmable so conditions can be set on everything that we do. "Every transaction we make will be subject to condition through some sort of smart contract probably, which will control it. Right. So you know, if you say the wrong thing or you know, you, you just write the wrong thing online, you could be punished by algorithm by controlling your access to money... "And so the key to that is central bank— the programmability of central bank digital currency. But obviously that's not going to, may not work. There's a good chance that won't work in the United States which has got the US dollar reserve is an important currency. "So what are you going to do? So stablecoins and things like deposit tokens or tokenized deposits are variations of programmable digital currency. But rather than being issued by a central bank, they're issued by a commercial bank. So or in the case of stablecoins, a non-bank, a non-bank institution like Tether. So it's not a bank. "But you can use stablecoins for exactly the same. They slot into the system of programmability just as easily, if not more so than a central bank digital currency. So you can attach smart contracts to any kind of digital transaction using digital currency. Programmable digital currency and stablecoins do exactly the same thing, serve the same purpose as central bank digital currency or the other version, the commercial bank version is deposit tokens. Any of those will do. "Now in the US they've gone down the stablecoin route so they can issue the stablecoins which will be backed by US Treasuries, just like the dollar or just like any kind of dollar instrument will be one to one convertible for the US dollar. So the stablecoins are effectively the US dollar in, in digital form. "But instead of calling it a central bank digital currency, they call it issued by, it wouldn't have to be issued by the Fed. They call it a stablecoin, which is issued by a company like Tether or you know, someone like that. So it's the same system but using a workaround. And that workaround came with the Genius Act which, which came from an executive order that Trump made when he first came to office. "Because the Americans, quite rightly when they were electing their president, were concerned about central bank digital currency. I mean anyone that understands what it is should be terrified of it. So they didn't want it, and Trump promised that they wouldn't have it. Probably. I don't know whether he knew, but certainly the gaggle of technocrats that were around him knew that they weren't going down that path. Anyway, no chance of the US introducing it because of these problems we've just outlined."
6:11

The Trump admin is GASLIGHTING us re: no CBDCs They know they can't do CBDCs because of the Constitution, so they're backdooring them with stablecoins Iain Davis explains— "the idea of a [CBDC] is that it will give these private institutions total control of a new digital international monetary and financial system" "CBDC is programmable money that slots into that system. That's why they want it" "That's not going to work in the US because... it's a constitutional right in the United States that the people, and only the people, oversee what they call the power, quote–unquote... to coin money" "So what are you going to do about it? You need some sort of work-round" "So stablecoins and things like deposit tokens or tokenized deposits are variations of programmable digital currency. But rather than being issued by a central bank, they're issued by a commercial bank" "stablecoins... slot into the system of programmability just as easily, if not more so than a central bank digital currency. So you can attach smart contracts to any kind of digital transaction using digital currency" "Programmable digital currency and stablecoins do exactly the same thing, serve the same purpose, as central bank digital currency" This clip of Iain Davis (InThisTogether), author of The Technocratic Dark State, is taken from a Flashlights podcast (Flashlights Podcast) episode posted to Rumble on May 17, 2026. ---------------Partial transcription of clip---------------- "It's a constitutional right in the United States that the people, and only the people, oversee what they call the power, quote–unquote, it says this in the Constitution, to coin money. So the power to coin money is overseen by the people. "Now the idea of a central bank digital currency is that it will give these private institutions total control of a new digital international monetary and financial system. That's CBDC is programmable money that slots into that system. That's why they want it. "That's not going to work in the US because even though Congress, you know, Congress is the, is the dog which is wagged by the tail in this of the Fed, the Fed, you know, the Fed tells Congress what to do, not the other way round. But theoretically it could be the other way round. And theoretically the people could assert their control over the Fed if they only knew about it, which, not many people do, but they could do it, right? It's in the US Constitution. "Now that's a problem if you're going to embark on a global transformation of the entire international monetary and financial system when your leading reserve currency is the US dollar. So that's, you know, that could all go wrong very badly. "So what are you going to do about it? You need some sort of work round. How are you, how are you going to do which for the, you know, I, for many years, well, since central bank digital currency has been something that I've been looking at, I couldn't figure out why the US wasn't more enthusiastic about central bank digital currency. "Because it's the type of thing that the US administrations are usually right up— You know, they're really gung ho about that kind of centralized control of everything. That's right up their alley. So why, why don't they like it? And then it was the work of John Titus who pointed out this problem that they've got in the US with the Constitution that made me look at that and think, right. And then I started investigating that further. And he's right about that. That is a problem. "But then they obviously need some sort of workaround. How are they going to have. Because the main point of central bank digital currency from the surveillance and control aspect is that we will all need digital identity in order to access our digital wallets, which will contain the currency and the currency and the wallets and our, digital identities will all be programmable so conditions can be set on everything that we do. "Every transaction we make will be subject to condition through some sort of smart contract probably, which will control it. Right. So you know, if you say the wrong thing or you know, you, you just write the wrong thing online, you could be punished by algorithm by controlling your access to money... "And so the key to that is central bank— the programmability of central bank digital currency. But obviously that's not going to, may not work. There's a good chance that won't work in the United States which has got the US dollar reserve is an important currency. "So what are you going to do? So stablecoins and things like deposit tokens or tokenized deposits are variations of programmable digital currency. But rather than being issued by a central bank, they're issued by a commercial bank. So or in the case of stablecoins, a non-bank, a non-bank institution like Tether. So it's not a bank. "But you can use stablecoins for exactly the same. They slot into the system of programmability just as easily, if not more so than a central bank digital currency. So you can attach smart contracts to any kind of digital transaction using digital currency. Programmable digital currency and stablecoins do exactly the same thing, serve the same purpose as central bank digital currency or the other version, the commercial bank version is deposit tokens. Any of those will do. "Now in the US they've gone down the stablecoin route so they can issue the stablecoins which will be backed by US Treasuries, just like the dollar or just like any kind of dollar instrument will be one to one convertible for the US dollar. So the stablecoins are effectively the US dollar in, in digital form. "But instead of calling it a central bank digital currency, they call it issued by, it wouldn't have to be issued by the Fed. They call it a stablecoin, which is issued by a company like Tether or you know, someone like that. So it's the same system but using a workaround. And that workaround came with the Genius Act which, which came from an executive order that Trump made when he first came to office. "Because the Americans, quite rightly when they were electing their president, were concerned about central bank digital currency. I mean anyone that understands what it is should be terrified of it. So they didn't want it, and Trump promised that they wouldn't have it. Probably. I don't know whether he knew, but certainly the gaggle of technocrats that were around him knew that they weren't going down that path. Anyway, no chance of the US introducing it because of these problems we've just outlined."

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