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๐—™๐—ผ๐—ฟ๐—ด๐—ถ๐—ป๐—ด ๐—˜๐˜…๐—ฐ๐—ฒ๐—น๐—น๐—ฒ๐—ป๐—ฐ๐—ฒ, ๐——๐—ฒ๐—น๐—ถ๐˜ƒ๐—ฒ๐—ฟ๐—ถ๐—ป๐—ด ๐—›๐—ถ๐—ด๐—ต ๐—ฉ๐—ฎ๐—น๐˜‚๐—ฒ ๏ฝœ๐—ฉ๐—ผ๐—น ๐Ÿฐ. ๐—š๐˜‚๐—ผ๐—ต๐˜‚๐—ฎ ๐—ข๐—ณ๐—ณ๐˜€๐—ต๐—ผ๐—ฟ๐—ฒ ๐—ฃ๐—ฉ ๐—ฃ๐—ฟ๐—ผ๐—ท๐—ฒ๐—ฐ๐˜ ๐—ถ๐—ป ๐—ฆ๐—ต๐—ฎ๐—ป๐—ฑ๐—ผ๐—ป๐—ด Located in Dongying City, Shandong Province, China, the world's first grid-tied GW-level offshore PV project โ€” Guohua Investment HG14 Offshore PV Project has a total installed capacity of 1 GW. The project uses Huawei inverters featuring...

45,048 gรถrรผntรผleme โ€ข 11 ay รถnce โ€ขvia X (Twitter)

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China completes installation of world's largest single-unit floating offshore wind turbine The world's largest single-unit 16-megawatt floating offshore wind turbine "Three Gorges Pilot" was installed on Saturday in waters off Yangjiang, south China's Guangdong Province. The 16-megawatt floating offshore wind turbine consists of three parts, namely a 16 mw ultra-large capacity wind turbine, a semi-submersible floating platform, and a new mooring system. With a maximum tip height exceeding 270 meters, the wind turbine rotor has a diameter of 252 meters, with a swept area equivalent to seven standard football fields. Unlike traditional fixed-bottom turbines that are physically connected to the seabed, it is installed on a semi-submersible floating platform measuring 80.82 meters long, 91 meters wide, and with a displacement of 24,100 tons. The platform is secured through nine suction anchors, combined with domestically produced high-performance polyester fiber cables and anchor chains for seabed mooring and positioning. "To deal with the harsh sea conditions, our team has developed and applied a new mooring system, a dynamic monitoring system, an active ballast system, and 66 kV dynamic submarine cables for the first time in China," said Pan Hongguan, an offshore wind power engineer from Guangdong Branch of China Three Gorges Corporation (CTG). According to Pan, the new mooring system combines polyester cable and anchor chain, which is like adding a "spring" to the middle of the system, to deliver superior mechanical performance. The "Three Gorges Pilot" wind turbine previously completed its integrated assembly at Tieshan Port in Beihai of south China's Guangxi Zhuang Autonomous Region. It arrived at its target sea area located more than 70 kilometers off the coast of Yangjiang after a long-distance towed voyage across the Qiongzhou Strait which connects South China's island province of Hainan with Guangdong Province on the mainland. After being put into operation, the wind turbine is expected to generate approximately 44.65 million kilowatt-hours of clean energy annually, enough to meet the annual electricity demand of 24,000 households.

KABClub

26,065 gรถrรผntรผleme โ€ข 2 ay รถnce

This year marks the 75th anniversary of the establishment of diplomatic relations between China and Pakistan. Through changing times, China-Pakistan friendship has remained as strong as iron, with the two countries often termed as "Iron Brothers", while green cooperation is becoming a new highlight of bilateral ties. Located on the Jhelum River in Pakistan, the 720 MW Karot Hydropower Project, developed by CTG and operated by CSAIL, is known as Pakistan's version of "Three Gorges Project". It is the first major CPEC hydropower project in commercial operation and the first large-scale hydropower investment project under the Belt and Road Initiative. With an average annual output of about 3.206 billion kWh, it can meet the electricity demand of more than five million local people. CSAIL also operates three wind farms in Jhimpir, Sindh, with a combined installed capacity of 148.5 MW. Together, they deliver about 443 GWh of clean electricity every year, enough to meet the power needs of more than 600,000 people. But this partnership is not only about electricity. Beyond power generation, CSAIL has supported biodiversity protection along the Jhelum River, community infrastructure, roads, bridges, water systems, hospitals, schools, scholarships and flood relief. From hydropower to wind power, from energy supply to community support, these projects show how clean energy cooperation can bring long-term value to people, nature and development.

CTG

238,577 gรถrรผntรผleme โ€ข 1 ay รถnce

NEWS: BYD has launched its next-generation battery energy storage system. It has a unit capacity of 14.5 MWh, the highest globally to date. The energy storage system achieves an ultra-large capacity of 10 MWh within a space equivalent to a 20-foot container, BYD said. For a 1 GWh storage plant, it will cut the number of required units by more than half, reduce land use by one-third, and trim cell count by 76%, according to the manufacturer. It uses BYDโ€™s self-developed 2,710 Ah Blade Battery cell, which the company claims is the largest energy storage cell in the world. "This next-generation cell delivers three times the capacity of conventional storage batteries, boasts a cycle life of over 10,000 cycles, and reduces the total lifecycle cost per kilowatt-hour to below $0.014 โ€“ a milestone that could reshape the economics of large-scale storage." BYD says it can cut project-level levelized costs (LCOS) by 21.7%. For a typical 1 GWh installation, total costs related to equipment procurement, transportation, and installation are expected to drop by around 30%. In addition, BYD has launched its new GC Flux grid-forming inverter solution, which covers the 2.5โ€“10 MW capacity range. According to BYD, the inverter boasts a performance level approximately 38% higher than common industry standards and a maximum power density of 1,474 kW/ใŽก, which is around 130% above typical values in todayโ€™s market. The system provides an overload capacity of up to 3x for 10 seconds and reaches a peak efficiency of 99.35%.

Sawyer Merritt

384,738 gรถrรผntรผleme โ€ข 10 ay รถnce

The US announced that the tax on China has been increased from 125 percent to 145 percent. Turn up the volume to listen to the program where I evaluated the issue. The showdown between the #US and #China is unstoppable. The trade wars that global economies are following with great attention may lead to a sharp contraction of up to 80 percent in the trade of goods between the two countries and a decrease of approximately 7 percent in the global real Gross Domestic Product (GDP) in the long term. However, as our President Recep Tayyip ErdoฤŸan emphasized, โ€œThere is a serious uncertainty in the world, but we know that we will get through this period more easily than many countries. We expect Turkiye to be less affected than similar countries.โ€ Although #Trump has taken a 90-day break, trade wars will continue to be on the agenda, but there will be no winner in this war. I would like to talk about our strongest aspect. OUR DEFENSE INDUSTRY; The total size of our defense industry project work has exceeded 1 trillion dollars. There are around 300 high-level defense industry projects that will be completed in 2025. Some of them are projects that have been announced to the public, of course some are not. Our project-based capacity has left the US behind, we are currently the most active defense industry in the world ๐Ÿ‡น๐Ÿ‡ท This amazing ecosystem will contribute to the development of different branches of industry and our technologies. Those who call artificial intelligence the new industrial revolution will change its name with Turkiyeโ€™s defense Industrial Revolution As you all know, we have achieved global leadership in unmanned aerial technology (UAV). We have 10 times more advanced technology than our closest competitor in this field. We are proud of our defense industry, which increases our exports, reduces our current deficit and directly contributes to our economy #TradeWar

Esen ErmiลŸ Ertรผrk

123,732 gรถrรผntรผleme โ€ข 1 yฤฑl รถnce

vPay offshore accounts and physical cards have been getting field-tested IRL for a while now, and weโ€™ll open them to the public as soon as weโ€™re fully confident in the UX. But before offshore accounts go public, I want to address a few points: Some might point out that - vPay isnโ€™t the first crypto card - vPay doesnโ€™t have the lowest fees - So why choose vPay instead of the Coinbase ๐Ÿ›ก๏ธ Card or MetaMask ๐ŸฆŠ Card or KAST or Avici or Tria, or any of the other big names? Now to address: Privacy | The biggest differentiator that sets vPay completely apart is Private Banking. The majority of the crypto card providers on the market use Rain infra. Even if youโ€™ve never heard of them, that's what your favorite "NeoBank" uses. And due to their legal jurisdictions, they will report your finances to authorities since they're CRS and FACTA compliant. We are not. As an OmniBank, we work with different banking partners, and although KYC is required to use our services, our offshore banks are non-CRS and non-FACTA. Tax reporting is the responsibility and choice of the user. Offshore Accounts vs Physical Cards | I've tried to highlight this a few times so far. vPay has 3 offerings on the banking side of things. Virtual cards - live now. Physical cards - coming Q1 2026. The first two are similar to what everyone else on the market offers. The offshore accounts are not. which are coming this week. They allow unlimited spending, ATM withdrawals, and international SWIFT transfers, which very few โ€œNeobanksโ€ provide. Offshore accounts are coming this week. Self-Custody | We're not 100% non-custodial yet, as that is near impossible at the moment but it's something we're working towards. And we try to keep the users' self-custodial wallets in the loop as much as possible for maximum control. Those who have tried the vPay app know that almost every move asks for permission from their wallet, and we always encourage users to keep their funds in their non-custodial wallets until the very last moment, since our top-ups usually only take seconds to a minute to process. Fees | All of the card providers mentioned above either raised millions from VCs or in presales or have a huge org backing them. We have neither. vPay was self-funded and community-owned since day 1, launched under Virtuals Protocol Genesis V1 launch model, an objectively bad launch model and hugely unfavorable toward project teams. So even though vPay has been generating revenue and profitable from early on, we do not have the luxury of offering 0% fees yet, since they're mostly a marketing gimmick paid for by millions in VC money and not a sustainable business model for early-stage companies. What we're working towards instead, is true co-ownership of vPay and revenue-share with users. OmniBank vs NeoBank | Iโ€™m not a fan of the term โ€œNeoBank.โ€ It implies just a bank, but make it crypto. Thatโ€™s not vPay. Our goals have always been clear: A) Anything and everything users need to do with their money and assets, both Web2 and Web3, all in one hub. Powered by a constellation of partner agents. The cards and the bank accounts are just the foundation. B) To eventually build independent financial rails for crypto and decouple from the chokehold of Visa/Mastercard. vLink is the first step toward this vision. This turned out to be a rather long tweet, but context matters. Questions and feedback welcome in replies or DMs. See you all with your vPay vCards very soon.

Crypto Dude

19,815 gรถrรผntรผleme โ€ข 7 ay รถnce

$IREN: Fake vs Real Power Something that appears to be overlooked by the broader $IREN investor community, and especially by analysts, is the recent set of ERCOT (Texas grid) changes. For a long time, most data center developers could purchase random parcels of land, or secure land through option agreements, and then claim they had a โ€œmulti-GWโ€ power pipeline in Texas. Somewhere in the footnotes, they would then clarify: *Pending grid studies, interconnection agreements, and ERCOT approvals.* It used to be difficult to distinguish between what was โ€œrealโ€ power and what was, at best, aspirational. That was especially true for projects already halfway through the process, such as those that had partially completed grid studies but had not yet secured the remaining approvals. This led to a tsunami of โ€œfakeโ€ power claims from operators across the industry, many of whom used inflated pipeline claims to support their valuation and strengthen their negotiating position. With the new ERCOT changes in place, that is no longer possible. The statewide grid operator has now introduced a new batching system that categorizes projects based on real, tangible progress and the steps they have taken, queuing them accordingly. As of today, it largely comes down to whether your project is in โ€œbatch 0, base loadโ€. If you are not in this initial batch, you can effectively kiss your project goodbye until, at the very earliest, 2028. For the first time, counterparties (i.e., customers) and investors alike can distinguish between what is real and what is fake, or at best still many years away. This plays directly into $IREN's hands, as it is one of the few operators in the space that has always been straightforward about its power pipeline, only announcing sites that have gone through all the necessary steps and approval requirements. As such, $IREN's Sweetwater 1 & 2 sites are all but guaranteed to be in the first โ€œbaseโ€ batch, with additional unannounced sites also likely to be part of it. These new changes undoubtedly strengthen $IREN's negotiating position, as the pool of seemingly near term capacity has now shrunk by a meaningful margin.

๐€๐ ๐ซ๐ข๐ฉ๐ฉ๐š ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ

59,267 gรถrรผntรผleme โ€ข 3 ay รถnce

Palghar is becoming Maharashtra's next growth engine. This district is not just a part of Maharashtra's growth story. It is the chapter that will define it. Under the visionary leadership of Hon. PM Shri Narendra Modi Ji, projects that once seemed distant possibilities are today taking concrete shape. Reviewed key aspects of the proposed Vadhavan Port at Chinchani Beach, including internal road network, forest clearances, power supply, rail connectivity, land acquisition, water supply, skill development and compensation for fishermen. Spread over 1,448 hectares with an estimated cost of โ‚น76,220 crore, this greenfield port will handle next-generation vessels with a 20-metre deep draft, making it capable of berthing the world's largest ships, something no Indian port can offer today. At three times the capacity of JNPA, it will rank among the world's top 10 ports and is expected to generate 10 lakh jobs. What matters equally to me is how we build this. Through open dialogue, fair rehabilitation, ITI upgradation, skill training and a dedicated fisheries institute, we are committed to ensuring that the people of this land, our tribal communities, our fishermen, our youth, are not just witnesses to this progress but its primary beneficiaries. Also inspected the ongoing construction work and reviewed the project layout of the Boisar Station under the Mumbai-Ahmedabad Bullet Train Project. Work is progressing well and officials have been instructed to maintain pace and quality within the decided timelines. Once operational, Boisar will connect to BKC in under thirty minutes, opening up this entire region economically. This is a project that will genuinely change the character of Palghar. Also reviewed the site of the proposed offshore Airport in Palghar district, which is going to be India's first offshore airport. This project adds a critical third dimension to this connectivity picture. Situated in proximity to the Dedicated Freight Corridor, the Bullet Train, the Uttan-Virar Sea Link, the Mumbai-Vadodara Expressway and the Mumbai-Ahmedabad National Highway, it will significantly improve connectivity while easing the growing passenger load on Mumbai Airport. The pre-feasibility report has confirmed the site as viable and the DPR has been ordered today. Also discussed the MMRDA-developed Narangi Creek Bridge, a โ‚น850 crore, 4.10 km project that will directly connect Vasai-Virar with Saphale, Palghar and Boisar, reducing travel distance by nearly 40 km and travel time by around 45 minutes. Also held detailed discussions on the Uttan-Virar Sea Link, a proposed six-lane project worth approximately โ‚น58,754 crore that once complete will directly connect to the Mumbai-Ahmedabad National Highway, making travel between South Mumbai and Ahmedabad faster, safer and more convenient. Inspected the construction and reviewed progress on the Vadodara-Mumbai section of the Delhi-Mumbai Expressway, one of India's most ambitious infrastructure undertakings. A defining feature of this 8-lane greenfield corridor is its direct connectivity to JNPA, enabling faster, more efficient and cost-effective freight movement from North India and giving a major boost to the country's logistics chain. It will also offer a reliable alternative to the congested Thane-Bhiwandi-Ghodbunder routes, with travel time between Vadodara and Mumbai set to reduce from 8 hours to approximately 4 once complete. Vadhavan Port, Bullet Train, Offshore Airport, Delhi-Mumbai Expressway, Uttan-Virar Sea Link, Narangi Creek Bridge, Virar-Alibaug Corridor. Each project is significant on its own. Together, they are building the Fourth Mumbai, a new economic centre of gravity rising in Palghar, under the visionary leadership of Hon PM Shri Narendra Modi Ji and the resolve of a government that has cleared decades of stalled decisions. Palghar is emerging as a major growth engine for Maharashtra, opening new opportunities in ports, transport, industry, exports and employment.This is the Maharashtra we are building, and Palghar is leading the way. Minister Ganesh Naik ji, Minister Nitesh Rane, MP Dr Hemant Savara, MLA Rajendra Gavit and senior officials were present. ๐Ÿ™ เคœเคฏ เคฎเคนเคพเคฐเคพเคทเฅเคŸเฅเคฐ Ganesh Naik Nitesh Rane Dr. Hemant Savara Mp Rajendra Gavit Official #Maharashtra #Palghar #InfrastructureDevelopment

Devendra Fadnavis

55,848 gรถrรผntรผleme โ€ข 20 gรผn รถnce

Today I wanted to wish a Man who, at sixteen, left Ahmedabad with almost nothing in his pocket. He took the Gujarat Mail to Mumbai, joined Mahendra Brothers to learn diamond sorting, and later started his own small brokerage in Zaveri Bazaar. That was his beginning. #HappyBirthdayGautamBhai Gautam Adani. From those humble steps, he went on to build one of Indiaโ€™s largest infrastructure empires. Not through shortcuts, but through consistent execution, bold bets on long-term projects, and a clear focus on nation-building. And then let me tell u something on his 64th Birthdayโ€ฆ 1 - Started in diamond trading after moving to Mumbai at 16. 2 - Worked at Mahendra Brothers before starting his own brokerage in Zaveri Bazaar. 3 - Moved into commodity trading and exports in the late 1980s. 4 - Incorporated Adani Exports in 1993. 5 - Identified Mundraโ€™s potential as a port in the mid-1990s. 6 - Developed Mundra Port from a small creek into a major commercial port. 7 - Created Indiaโ€™s first private port with integrated SEZ facilities. 8 - Focused on long-term infrastructure assets over short-term gains. 9 - Expanded port capacity steadily even during low investment periods. 10 - Grew Mundra into one of Indiaโ€™s busiest ports. 11 - Entered the power sector and built large thermal power plants. 12 - Expanded Adani Ports across both coasts. 13 - Built transmission lines to strengthen power infrastructure. 14 - Established a model of port-led industrial development in Gujarat. 15 - Began investing in renewable energy as Indiaโ€™s energy transition started. 16 - Expanded solar and wind projects across multiple states. 17 - Built one of Indiaโ€™s early large-scale renewable energy portfolios. 18 - Acquired six airports in 2020, entering the aviation sector. 19 - Took over operations of Ahmedabad, Lucknow, and other airports. 20 - Modernised and expanded airport infrastructure across India. 21 - Added Mumbai and Navi Mumbai airports to the portfolio. 22 - His airports now handle nearly 23-25% of Indiaโ€™s air traffic. 23 - Accelerated renewable energy capacity at a rapid pace. 24 - Developed the worldโ€™s largest single-location renewable project at Khavda. 25 - Delivered the highest-ever annual capex by any Indian corporate โ€” โ‚น1.53 lakh crore in FY26. 26 - Added over 5 GW of new renewable capacity in a single year. 27 - Took Adani Greenโ€™s operational renewable capacity beyond 19 GW. 28 - Installed over 9.4 GW at the Khavda Renewable Energy Park. 29 - Crossed 500 million tonnes of cumulative cargo at Adani Ports. 30 - Made Mundra the first Indian port to handle over 200 MMT cargo in a year. 31 - Invested in data centres and digital infrastructure. 32 - Scaled cement and other businesses to support Indiaโ€™s construction needs. 33 - Maintained high execution pace despite global and domestic challenges. 34 - Through Adani Foundation, impacted over 9.6 million people. 35 - Worked across more than 7,000 villages in 22 states. 36 - Built and upgraded schools and digital classrooms in rural areas. 37 - Provided healthcare through hospitals, clinics, and mobile units. 38 - Focused on skill development and sustainable livelihoods in backward regions. 39 - Supported nutrition and women empowerment programmes. 40 - Created direct employment for tens of thousands of people. 41 - Generated lakhs of indirect jobs through port, airport, and energy projects. 42 - Promoted local hiring and entrepreneurship around project sites. 43 - Played a major role in improving Indiaโ€™s port and logistics capacity. 44 - Helped increase Indiaโ€™s share in global trade through better infrastructure. 45 - Accelerated Indiaโ€™s transition towards renewable energy at scale. 46 - Strengthened Indiaโ€™s energy security through power and renewable projects. 47 - Created long-term assets that will serve India for decades. 48 - Attracted significant investment into Indian infrastructure. 49 - Demonstrated that Indian companies can deliver and operate mega projects.

Anshul Saxena

338,051 gรถrรผntรผleme โ€ข 25 gรผn รถnce

Canadian Solar [Full Investment Thesis]: Everything You Need to Know About $CSIQ โ€œTHE GREAT SOLAR RECKONINGโ€ โ˜€๏ธ ๐Ÿ”‹$CSIQ became my largest position earlier this year, after I had been studying the company since 2023. Here is my 250-page, ~three-hour presentation on Canadian Solar. I made this video to compress the 1,000+ hours of work already done here, hopefully helping speed up the learning curve for anyone interested.โ˜€๏ธ๐Ÿ”‹ This is not meant to be flawless. It is meant to be done. I believe $CSIQ is entering one of the most promising periods in its history. With $15B+ in total assets, three multi-billion-dollar businesses spanning solar manufacturing, storage manufacturing, and project development across six continents, and a mere ~$1B market capitalization, Canadian Solar is poised to be one of the top energy performers in 2026. The market has left this company for dead. But underneath the surface, the foundations of the business have been getting stronger: - While the solar industry wrongly spent on building overcapacity, Canadian Solar was one of the few companies slowing down and investing upstream into its project development arm. - While everyone looked to globalize supply chains, Canadian Solar has been building its manufacturing presence in the U.S. since 2023. - While much of the industry was still debating battery storage, Canadian Solar was already building gigawatt-scale projects in 2021. Today, it is reaping the benefits of having been a first mover. This is the story of a company that, despite operating in a ruthless and complicated industry, has consistently been deliberate and rational in its capital allocation decisions. It remains founder-led, with the founder still owning ~20% of the company. Shareholder value creation will always be top of mind, regardless of the marketโ€™s current irrationality. The solar industry, like every commodity industry, is deeply cyclical. I am convinced we have already seen the worst of it, and that better profitability is ahead for equipment manufacturers. This is already starting to show in CSI Solarโ€™s Q1 2026 results, with $100M+ in operating profit for the quarter. The supply-demand imbalance for electricity should result in excess profitability. $CSIQ is about to make the undeniable obvious: Canadian Solar is a Western (actually, global) leader in renewable energy. Not middle of the pack. At the very top. They produce ~25 GW of solar modules per year and ~15 GWh of storage per year. For reference, the entire U.S. added roughly 60 GW of total generation capacity in 2025. And they do not only manufacture. They also develop, engineer, construct, and operate billions of dollars of energy assets. That creates a powerful learning and feedback loop between manufacturing and operations, allowing them to stay ahead of the curve. Their BESS experience is the clearest example. At first glance, my estimates and projections may look overly optimistic. But I would ask you to take the time to analyze each one individually. I think you will see that even my bull case uses assumptions that many people already treat as base case assumptions for comparable companies such as $FLNC, $TE, $FSLR, $AMRC, $NXT, and others. My base case assumes roughly half the profitability the industry expects from peers, and still results in an ~10x investment opportunity. Not growing into it. Worth that today. Please feel free to share your thoughts, feedback, questions, and pushback!! โ˜€๏ธโ˜€๏ธ๐Ÿ”‹๐Ÿ”‹ Timeline CSIQ: 0:00 Introduction 1:38 Executive Summary 11:35 Macro 18:15 Corporate History 21:00 Management & Team 25:10 Solar Industry & Market 42:47 CSI Solar - the $7B solar behemoth $CSIQ owns 57:00 Project Demand - CSI Solar 1:00:05 BESS Subsidiary with Multi-GWh Firm Orders 1:05:35 Project Demand for e-Storage/BESS 1:11:44 Recurrent Energy - The Multi-Billion Renewable Project Developer 1:34:36 US Manufacturing - 10GWs of Capacity and First Ever to Produce Solar Cells Domestically 1:56:15 Competitors 2:19:29 Litigation 2:28:32 Quality 2:30:52 Valuation & Financial Analysis 2:40:40 Conclusion 2:43:15 Miscellaneous Disclaimer: This post is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell $CSIQ or any other security mentioned here. I am not a registered investment advisor (RIA). Always do your own research (DYOR). I and/or accounts under my management or discretion, may currently hold positions in $CSIQ and may purchase or sell shares at any time without further notice. My opinions, price targets, and allocation suggestions are my personal views and can change without prior notice. Investing in stocks involves a significant risk of loss of capital. Past performance is not indicative of future results. If you found this useful, follow me for more deep dives like this. I spend a ridiculous amount of time studying this whole ecosystem. Please like and share this post if you think more people should be aware of how attractive Canadian Solar could be as an investment opportunity.

Lucas Sacerdote๐Ÿ”‹

89,285 gรถrรผntรผleme โ€ข 2 ay รถnce

๐ŸŒ๐Ÿ”‹Exciting times ahead for #EPP If you are wondering what the fuss is all about? Watch this video ๐Ÿ˜Ž #EPP proudly owns 100% of the Marram Gas field, along with its license. ๐Ÿ›ข๏ธMarram is fully appraised gas low CO2 Emission field approximately 46bcf of gas ~ 460 million therms, worth over ยฃ500 million. ๐Ÿ”‹ #EPP is in collaboration with multiple Tier 1 companies, which include FTSE 250 Wood group as well as: ๐Ÿ’จOne of the largest wind farms globally ๐Ÿ›ข๏ธ One of the world's largest integrated oil and gas companies for the provision of: ๐Ÿ›ข๏ธGas storage capacity and long term gas ๐Ÿ”‹Hydrogen supply ๐Ÿ’ท Provision of project development financing. โš™๏ธA world-renowned engineering firm, ๐Ÿ”‹The MESH project has an impressive capacity of around 500 million therms. ~ 15 TWh and increasing the UK's energy output by 50%. ๐Ÿ’ท For context, Centricaโ€™s Rough field generates approximately ยฃ312 million in annual revenue. ๐Ÿ”‹The project also features a hydrogen capacity of 1.5 TWh, which, at the old price of ยฃ241 per megawatt-hour (MWh), ๐Ÿ’ท Hydrogen could yield revenues of ยฃ361 million per year. ๐Ÿ›ข๏ธ๐Ÿ›ข๏ธ๐Ÿ›ข๏ธ #EPP aims to triple its assets, increasing gas storage to 150 bcf (45 TWh) and ๐Ÿ”‹๐Ÿ”‹๐Ÿ”‹Triple Hydrogen capacity to 4.5 TWh, ๐Ÿ’ท Potentially generating around ยฃ2 billion annually from gas and hydrogen combined. ๐Ÿ—บ๏ธ North West Set to be the first region to develop hydrogen market ๐Ÿ“ฐ Preliminary data from the Energy System Operatorโ€™s Future Energy Scenarios (FES) indicates that by 2030, there may be a demand for approximately 0.3 to 0.6 bcm of hydrogen storage. ๐Ÿ”‹MESH currently has the capability to store 1.5 TWh (equivalent to 0.15 bcm), about 25% to 50% of the total hydrogen storage needed in the UK. ๐Ÿ—ž๏ธ The newsflow leading up to Pre FEED going to show the market #EPP is gearing up to be a major player in the Gas & Hydrogen storage space ๐ŸคTier 1 Strategic partnership (Wood group already announced & 3 more to join). ๐Ÿ’ท Offtakers for Gas storage ๐Ÿ‘€ ๐Ÿ’ท Offtakers Gas production ๐Ÿ‘€ ๐Ÿ’จ Renewable Energy/Wind farm agreements ๐Ÿ‘€ ๐Ÿ“„ Licence update ๐Ÿ‘€ ๐Ÿ›ข๏ธHydrogen Storage & Production updates ๐Ÿ‘€ ๐Ÿ“‘ Pre FEED We are on for a treat .. ยฃ14m is simply too low

Bel ๐Ÿ…ฑ๏ธ7๏ธโƒฃ8๏ธโƒฃ

19,243 gรถrรผntรผleme โ€ข 1 yฤฑl รถnce

๐Ÿ‘ช๐Ÿ‘ช๐Ÿ‘ชPI NETWORK NEWS: A WARNING TO THE PI NETWORK PIONEERS: FOCUS ON PI, DO NOT FOLLOW OTHER PROJECTS Dear Pi Network Pioneers and Community Leaders, Over the past nearly 5 years of mining Pi, we have witnessed the growth and unwavering commitment from the Pi Network community. However, I have noticed a concerning issue: many community groups are directing participants towards other projects with promises of quick profits through coins with small values. This could lead to distraction and undermine the collective goal of Pi Network and the sustainable development of the project. I want to caution all of you, especially those managing community groups with large followings. You have a significant influence on the community, and therefore, we must take responsibility for guiding everyone toward the right goals. Pi Network is not a short-term project; it is a project that brings long-term and sustainable value to all of us. Pi is our future, and we must focus on developing it. ๐ŸŽฏ๐ŸŽฏ๐ŸŽฏWhy should we focus on Pi Network?๐ŸŽฏ๐ŸŽฏ๐ŸŽฏ ๐ŸŽฏ1. GCV (Global Consensus Value): One of the main objectives of Pi is to establish a stable global consensus value, with 1 Pi = 314,159 USD. This is a grand vision, and to achieve it, we need to focus on building a robust Pi ecosystem, educating the community about Piโ€™s value, and encouraging Piโ€™s use in commercial transactions. ๐ŸŽฏ๐ŸŽฏ2. Supporting the growth of the Pi Ecosystem: We cannot just focus on mining Pi without paying attention to building and developing the ecosystem around it. Inviting businesses to accept Pi as a payment method, helping them understand and use Pi, is a crucial task that every Pioneer can contribute to. ๐ŸŽฏ๐ŸŽฏ๐ŸŽฏ3. Sustainable and long-term value: Other projects may entice you with promises of quick profits, but these coins will not provide you with sustainable value. Remember, Pi Network has been and is building a solid foundation for the future. If we persist, Pi will succeed, and when it does, we will all enjoy great rewards. โš ๏ธโš ๏ธโš ๏ธA Warning about Other Projects You may have noticed that some people have been lured into other projects, hoping to make quick profits from coins with low values. But be cautious! These projects may only be short-term ventures, lacking stability, and failing to offer real value in the long run. If you are an influential figure with a large following, you must be careful in guiding your community. Donโ€™t let the tempting offers from other projects distract you from Piโ€™s bigger goals. Remember, Piโ€™s success will be our success. ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅFocus on Pi โ€“ We Will Have Everything๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ If you want to succeed, focus on Pi. This is the project that will change the future, and Pi is our "home" in the future. We cannot lose faith in Pi because it is the only path that will lead us to long-term success and prosperity. Letโ€™s educate the community about Pi, spread Piโ€™s value to everyone, introduce Pi to merchants, and help them accept Pi as a payment method. We can build a strong ecosystem around Pi, where Pi is not just a cryptocurrency but the foundation of a new, sustainable economy. We must unite and not let external factors distract us. Remember, if Pi succeeds, we all will reap the rewards. Letโ€™s focus on Pi, not follow other projects. Pi will succeed โ€“ and you will have everything! Sincerely, JoJo๐Ÿ’ซ ๐Ÿ‘ช๐Ÿ‘ช๐Ÿ‘ช --------------------------------------- ๐ŸฅฐP.S.: The global GCV team always welcomes your support and participation in our community activities. Join us to learn more about the value of GCV in the Pi Network. The GCV home is very happy to welcome you. For the future of our Pi Network, let's support each other enthusiastically! ๐Ÿฅฐ๐Ÿชท Join the group on Telegram here: --------------------------------------- ๐Ÿ‘‰Please Like, Share, Comment, for more information and let Pi spread quickly! Thank you! Pi Network #PiNetwork Doris Yin ไธœๆ–น็ดซ่Žฒ๐Ÿชท Lumari ๐Ÿฆ‹ NONNY PADJA NTT โค Eagle woman ๐Ÿฆ… @MoretopMovie M.Rad Olivier Ndatimana PATRICK CHUA ๅฉงๆฌ LiangShi ฯ€ MAYASS ALI KIAVASH brave Lee @1Pi_usd314159 Olivier Ndatimana Marcel Dango Mazi victor onyido Cherif A.I Herine Makosewe love life 2025 Mohammed Alademi Daniel Chen

JoJo-ฯ€

26,151 gรถrรผntรผleme โ€ข 1 yฤฑl รถnce

Google inks historic US deal to buy Gen IV nuclear power for data centers | Neetika Walter Kairos Powerโ€™s Hermes 2 reactor will deliver 50 MW of carbon-free power by 2030, with TVA channeling the energy to Googleโ€™s data centers. Google has announced the first power purchase agreement (PPA) between a U.S. utility and an advanced nuclear developer. Through the deal, the Tennessee Valley Authority (TVA) will buy electricity from Kairos Powerโ€™s Hermes 2 demonstration plant in Oak Ridge, Tennessee. The 50-megawatt reactor is expected to begin operations in 2030, sending power to TVAโ€™s grid and supporting Googleโ€™s data centers in Tennessee and Alabama. One-of-a-kind milestone This marks the first time a U.S. utility has committed to purchasing electricity from a Generation IV nuclear plant. For Google, it represents an early step in a longer-term collaboration with Kairos Power to unlock as much as 500 megawatts of nuclear capacity over the next decade. The Hermes 2 project also carries symbolic weight, reviving Oak Ridgeโ€™s historic role as a hub for nuclear innovation. Google has steadily expanded its presence in the Tennessee Valley over the past decade and has worked closely with TVA to add clean energy to the region. With artificial intelligence workloads and cloud services driving demand for reliable electricity, the company is now betting on advanced nuclear as part of its strategy to secure 24/7 carbon-free energy. The U.S. grid is under growing strain as AI, electrification, and population growth push power demand to new highs. Traditional sources of clean power, such as wind and solar, cannot always deliver around the clock, while large nuclear plants face long timelines and high costs. Small and modular nuclear reactors offer a potential solution, providing carbon-free capacity with more flexibility. Trump push gives nuclear fresh momentum The move comes as the Trump administration has accelerated support for advanced nuclear. In May, the White House signed executive orders to streamline licensing for micro-reactors and small modular reactors, to triple or even quadruple U.S. nuclear output by mid-century. Federal agencies have also launched pilot projects to test more than a dozen small reactors, many on federal land to avoid permitting delays. These steps have helped renew investor interest in nuclear technology and created room for private-sector deals like Googleโ€™s. Energy startups such as Oklo have seen their shares climb after securing government partnerships, underscoring the link between policy reform and commercial appetite. Googleโ€™s nuclear partnership reflects this broader momentum. The deal highlights how next-generation technologies can find a pathway to market by combining utility-scale, regulatory support, and private-sector demand. For Oak Ridge, the project could deliver economic benefits alongside energy breakthroughs. Kairos Power plans to train a new generation of nuclear workers in partnership with the University of Tennessee and other institutions. The Hermes 2 plant will also anchor efforts to re-establish the city as a center of nuclear innovation. In signing on to the project, Google is not only securing clean power for its data centers but also helping to push advanced nuclear toward commercial reality. Read more:

Owen Gregorian

31,255 gรถrรผntรผleme โ€ข 11 ay รถnce

$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: ๐Ÿ”นAdvisory, procurement, & build-outs. ๐Ÿ”นAI driven battery fleet management software ๐Ÿ”นLong-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 gรถrรผntรผleme โ€ข 8 ay รถnce

Input: Jane Jacobs quotes and YouTube interview; handwritten outline; education standards doc. Output: high-quality, standards-aligned urban planning lesson plan. Plus audio overview to promote the class. 10 minutes to create, all thanks to NotebookLM and Gemini. This video is a new demo of NotebookLM that I shared earlier this month at the AI + Education Symposium with MeshEd, XQ, and Betaworks. This is an educational use-case, but the general structure of what Iโ€™m doing in the demoโ€”take a curated collection of sources and quickly transform them into a detailed document that obeys strict guidelinesโ€”is generally applicable to many fields. Note how I am not just using the sources as ground truth for the project, or as the content for the lesson plan. The Jacobs quotes and interview are the content, but my handwritten notes provide the structure, and the framework source provides the values or guidelines for the finished project. With some simple prompting, NotebookLM and Gemini can draw on information from the sources using those different modes simultaneously: content, format, values. (I even forgot to explicitly tell the model to use the structure outlined in my notes, but it figured that out anyway.) This is remarkably sophisticated knowledge work. Building a draft lesson plan like this would normally take hours if not days. But crucially Iโ€™m in control of the document that is being generated here โ€” itโ€™s based on the information that I have curated, and on the instructions Iโ€™ve given NotebookLM for adapting that information into the lesson plan I want to create. Co-intelligence, as @ethanmollick would call it. For more info on the great organizations that helped me put this demo together--orgs that are shaping the future of learning and increasing access to innovative approaches to curriculum design--visit and Iโ€™ve pasted the full text of the lesson plan below. As you can see in the video, the original version also included citations to the source material so with one click I could verify that NotebookLM was faithful to the original documents I uploaded. High-Level Lesson Plan: Urban Planning and Jane Jacobs This lesson plan outlines a project-based learning course on urban planning, designed for high school seniors. It centers on the influential ideas of Jane Jacobs and aligns with the HQPBL standards. Session 1: Introduction to Cities and Jane Jacobs โ€ข Begin by exploring the question: "What kind of problem is a city?" โ€ข Introduce Jane Jacobs' key ideas about urbanism, focusing on: โ€ข The importance of diversity in uses, buildings, and populations for vibrant city life. โ€ข The role of sidewalks and "eyes on the street" in ensuring safety and fostering a sense of community. โ€ข The value of old buildings in supporting diverse economic activity and fostering innovation. โ€ข The dangers of "single-use" zoning and the importance of mixed-use neighborhoods. โ€ข The limitations of top-down planning and the need for bottom-up, community-driven approaches. Use examples from Jacobs' book, "The Death and Life of Great American Cities," and excerpts from her interviews to illustrate these concepts. Encourage students to think critically about the challenges and opportunities presented by cities. Alignment with HQPBL: This session establishes the intellectual challenge, as required by the HQPBL framework, by prompting students to consider the complexities of cities. Introducing Jane Jacobs' ideas provides students with a theoretical framework for their projects. Session 2: Neighborhood Exploration Project Introduction: Students choose a local neighborhood to study. This allows for authenticity by connecting their learning to their own community and their lives. Research and Analysis: Students conduct a "close reading" of their chosen neighborhood, focusing on: โ€ข Observing the built environment, including streetscapes, building types, and public spaces. โ€ข Identifying areas where Jacobs' principles are evident or lacking. โ€ข Analyzing the neighborhood's strengths and weaknesses. โ€ข Documenting their findings through photography, sketches, maps, and written observations. Guiding Questions: Throughout the project, use guiding questions to promote intellectual challenge and help students connect their observations to Jacobs' ideas. Alignment with HQPBL: By choosing a local neighborhood, students undertake a project rooted in authenticity, directly connecting their learning to their own community. The "close reading" of their chosen neighborhood encourages intellectual challenge by requiring them to analyze the built environment and identify areas where Jacobs' principles are applicable. The use of photography, sketches, maps, and written observations allows for diverse forms of documentation, catering to various learning styles. Session 3: Proposing Interventions Brainstorming Solutions: Based on their analysis, students brainstorm potential interventions or improvements to their chosen neighborhood, applying Jacobs' principles. Project Proposal Development: Students develop their interventions into more concrete project proposals, incorporating elements of project management. Proposals should include goals, strategies, potential challenges, and realistic timelines. Encourage students to consider the perspectives of different stakeholders in the neighborhood. Peer Review and Feedback: Students present their project proposals to classmates for critique. This fosters collaboration and allows students to learn from each other's perspectives and refine their ideas. Alignment with HQPBL: This session emphasizes project management, as students transform their analyses into concrete proposals. They define goals, outline strategies, anticipate challenges, and establish realistic timelines, reflecting a systematic approach to project development. Collaboration is fostered through peer review and feedback, enabling students to learn from different perspectives and improve their proposals. Session 4: Final Presentations and Reflections Public Product: Students finalize their projects and present their proposed solutions to a wider audience, such as: โ€ข A panel of local urban planners, architects, or community members. โ€ข A public forum or community meeting. โ€ข An online platform or exhibition space. Reflection: Students engage in reflection throughout the project, documenting their learning, challenges, and insights. This could take the form of journals, blog posts, presentations, or group discussions. Encourage students to reflect on how their understanding of cities has evolved and the role they can play in shaping their future. Alignment with HQPBL: Presenting to a wider audience, such as local planners or community members, results in a public product, showcasing student learning and engaging the community. The emphasis on reflection throughout the project, as mandated by the HQPBL framework, encourages metacognition and deeper learning. Students document their learning process, challenges, and insights, fostering a sense of accomplishment and personal growth. Throughout the course, emphasize the relevance of urban planning to students' lives and future careers. Connect Jacobs' ideas to contemporary urban issues and encourage students to think critically about how to create more livable, equitable, and sustainable cities. This project-based learning approach, grounded in the work of Jane Jacobs and aligned with HQPBL standards, can empower students to become engaged and informed citizens, capable of contributing to the betterment of their communities.

Steven Johnson

33,379 gรถrรผntรผleme โ€ข 1 yฤฑl รถnce

๐Ÿ”ŒโšกLet's start with the obvious: OUR NJ ELECTRIC BILLS ARE OBSCENE. In Governor Mikie Sherrill's mammoth $60.7B budget address, she briefly referenced natural gas and nuclear energy. The rest of the speech followed the "green energy" fairy tale trajectory of her predecessor, with an emphasis on investing in solar energy and battery storage. Hereโ€™s the problem: solar and battery storage are SUPPLEMENTS, not primary power sources. Solar works when the sun's out, but the grid needs power 24/7. This may shock and surprise some, but NJ is not Texas so any comparison is completely invalid. And batteries donโ€™t generate electricity; they store excess solar for a few hours and cost billions to build. Most store 2โ€“4 hours of power, next generation shoots for 6โ€“10 hours. A 24-hour battery grid is still theoretical. Here is a comparison of power reliability rates: Solar โ€” about 8% Offshore wind โ€” 40โ€“50% Natural gas โ€” 80%+ Nuclear โ€” up to 95% Meanwhile, PJM (the regional grid operator) warned us that by 2030, the region could lose about 40 gigawatts of reliable power generation (while replacing less than half of it).Since March, there has at least been some movement on the nuclear front in NJ, but on natural gas? Mostly lip service so far. We keep hearing about storage, batteries and demand management. Great story. Where's the generation? NJ ALREADY lost $175M on the ร˜rsted offshore wind gamble & despite the collapse of several major projects, Trenton continues pushing to revive offshore wind, fighting federal action in court to shut it down. The kicker is that even at full capacity, that project too would have delivered well under 20 gigawatts upon completion โ€” less than half the power NJ actually needs. So how'd we end up here in the first place? NJ used to be an energy EXPORTER. Well, Trenton Democrats shuttered reliable power before replacements existed, so now NJ IMPORTS 35โ€“40% of our electricity from states in our regional grid. The Dems pat themselves on the back for being โ€œgreen,โ€ while importing electricity from PA generated with much-needed fossil fuels, including coal. It gets more surreal. The same Dems assign blame to (and threaten to leave) PJM. We're importing power and acting like we hold the cards. WE DON'T (just ask Pennsylvania). And "green"? Grid batteries use lithium, cobalt, nickel and other mined minerals, produced through massive industrial extraction & chemical processing. They're ridiculously expensive to build and a disposal nightmare. Is this what they call environmentally-friendly โ€œgreen energyโ€? Now look at the budget shell game. The budget highlights spending tied to the Clean Energy Fund ($700M a year) and RGGI (roughly $80โ€“100M annually). Those funds donโ€™t come from Trenton. They come from YOU โ€” surcharges you already pay for, built into your electric bill (don't forget! Over the years, billions of dollars have been diverted out of the Clean Energy Fund to plug other holes in the state budget.) THE GAME IN THE NUTSHELL: Raise your rates. Collect the money through RGGI and Clean Energy Fund charges. Hand a sliver back as a โ€œutility credit.โ€ Smile big at the press conference with your climate activist crew. As the Governor & Majority party celebrate "clean energy" budget spending, understand that most of it is just recycling money you've paid in your electric bill. This budget STILL gambles on โ€œgreen energy.โ€ With your wallet. SIDEBAR: During the campaign, Mikie Sherrill promised to "freeze electric rates." Fun fact: as Governor, her Executive Order didnโ€™t freeze anything. It "urged" the Board of Public Utilities to "consider" taking action. A far cry from freezing rates, which is not a function of any NJ Governor.

Dawn Fantasia

12,282 gรถrรผntรผleme โ€ข 17 gรผn รถnce

THE MILIBAND BROTHERS: CRIME SYNDICATE THE TIMELINE THAT NOW DEMANDS ANSWERS** And why todayโ€™s asbestos revelation makes Milibandโ€™s silence untenable... For more than a year, the government has insisted that the UKโ€“China โ€œclean energy partnershipโ€ is nothing unusual โ€” just routine cooperation, nothing to see here. But the timeline tells a very different story, and todayโ€™s news about asbestos found IN Chineseโ€‘manufactured wind turbines turns this from a policy debate into a publicโ€‘safety and nationalโ€‘security issue. Here is the sequence of events that now requires full transparency. ๐Ÿ”น March 2025 โ€” Ed Miliband signs a Memorandum of Understanding with China He travels to Beijing and signs a wideโ€‘ranging MoU covering: - Offshore wind - Electricity grids - Battery storage - Carbon capture - Hydrogen These are not minor areas. These are **critical nationalโ€‘infrastructure sectors**. ๐Ÿ”น March 2025 โ€“ February 2026 โ€” The MoU is kept out of public view** For almost a year, the agreement is not published, not debated in Parliament, and not disclosed to the public. No press release. No ministerial statement. No scrutiny. ๐Ÿ”น 27 February 2026 โ€” The MoU is quietly released. No announcement. No explanation. It simply appears on a government website. The timing and the silence raise immediate questions. ๐Ÿ”น Spring 2026 โ€” Miliband repeatedly refuses to release the full details. Across multiple interviews, he: - Dodges direct questions - Repeats scripted lines about โ€œnormal cooperationโ€ - Avoids explaining what China gains - Avoids explaining what UK infrastructure China may influence - Refuses to publish the full text or annexes This is not transparency This is avoidance ๐Ÿ”น June 2026 โ€” RUSI warns of deepening UK dependence on Chinese supply chains A respected defence think tank warns that the UKโ€™s offshoreโ€‘wind expansion risks: - Strategic dependence - Supplyโ€‘chain vulnerability - Loss of control over critical components Miliband does not address these warnings directly. ๐Ÿ”น TODAY โ€” Asbestos found in Chineseโ€‘manufactured wind turbines This is the moment everything changes. Asbestos is banned in the UK. It is a known carcinogen Its presence in imported turbine components is a **major regulatory failure**. This is no longer a theoretical risk. This is a **realโ€‘world safety breach** involving the very sector Miliband has tied to deeper cooperation with China. THE QUESTIONS ED MILIBAND MUST NOW ANSWER: 1. Why did you refuse to release the full China MoU for so long? A yearโ€‘long delay followed by a quiet publication is not normal practice for a major international agreement. 2. Does the MoU expand Chinese involvement in UK offshore wind projects? The public deserves clarity on whether Chinese firms gain access to UK tenders, supply chains, or gridโ€‘related work. 3. Were you aware of asbestos risks in imported turbine components? If yes, why was the public not informed? If no, why were safety checks inadequate? 4. What dueโ€‘diligence processes exist for foreignโ€‘manufactured renewableโ€‘energy components? Todayโ€™s revelation suggests they are either weak or nonโ€‘existent. 5. Will you now publish the full MoU, including annexes, technical notes, and implementation plans? Partial transparency is not transparency. 6. How will the government ensure that UK infrastructure is not compromised by unsafe or nonโ€‘compliant imports? This is a matter of public health and national security. 7. Why should the public trust your assurances when the supply chain has already failed at the most basic safety level? The asbestos discovery undermines every claim of โ€œroutine cooperationโ€ and โ€œnothing to worry about.โ€ **WHY THIS MATTERS** This is not about geopolitics. This is not about party politics. This is about: - Public safety - Regulatory integrity - National infrastructure - Transparency in government When a minister signs an agreement with a foreign power covering critical infrastructure, the public has the right to know **exactly** what was agreed โ€” especially when components from that same country are now found to contain banned carcinogenic materials. The refusal to release the MoU is no longer a procedural issue. It is now a **publicโ€‘interest emergency** Given The Potential Corruption of Two Brothers from the Marxist End of Labour. Ed handing out Huge Green Energy Contracts. Brother David sitting on the Board of a company seeking to make money from the same Contracts. IT IS TIME PARLIAMENT, AND THE POLICE TOOK AN INTEREST IN THE CHINESE DEAL

Pete Sanford

105,024 gรถrรผntรผleme โ€ข 28 gรผn รถnce

UAE plans worldโ€™s first underwater bullet train connecting Dubai to Mumbai | Joseph Shavit, Brighter Side of News UAE unveils plans for a record-breaking underwater train linking Dubai and Mumbai, blending high-speed travel with marine views. A groundbreaking transportation project is in the worksโ€”one that could forever change how long-distance travel is imagined. The United Arab Emirates has revealed plans for a massive underwater train that would connect the port city of Fujairah with Mumbai, Indiaโ€™s financial hub. Covering nearly 1,200 miles beneath the Arabian Sea, this engineering marvel aims to combine speed, luxury, and scenic immersion. With a projected travel speed between 600 and 1,000 kilometers per hour, the journey promises to outpace flights, offering a smoother, more visually captivating experience. โ€œThis is not just about transport, but an immersive experience,โ€ said Dr. Ahmed Al Hariri, who leads the UAEโ€™s National Advisor Bureau. The train, initially floated as an idea in 2018, is no longer a mere concept. Now actively pursued, it blends utility with spectacle. Panoramic windows lining the tunnel will allow travelers to witness the vibrant underwater world while racing beneath the waves. With both countries looking to expand trade and tourism, the project is more than a marvelโ€”itโ€™s a strategic bridge between two thriving regions. Beyond Transit: Trade, Tourism, and Rivalry This high-speed rail isnโ€™t solely about moving people across borders. Itโ€™s designed to serve dual purposesโ€”transporting goods such as freshwater from India to the UAE and oil in the reverse direction. Dubai sees it as a way to deepen trade partnerships with India while also redefining what tourism can be. As the UAE pushes ahead, the project has stirred comparisons with Saudi Arabiaโ€™s $1 trillion NEOM city initiative. Both Gulf nations are competing to lead the regionโ€™s next wave of futuristic infrastructure. If Dubai completes this undersea route before NEOM opens its doors, it could gain a symbolic edge. Sara Ahmed, a travel blogger based in Dubai, emphasized the projectโ€™s allure: โ€œThe underwater train isnโ€™t just about getting from point A to B. Itโ€™s about relishing the wonders of the marine world.โ€ The rivalry isnโ€™t just about spectacle. Both countries aim to become global symbols of innovation. While Saudi Arabia builds artificial islands and futuristic skylines, the UAE is diving into the ocean to carve out its legacy. The Technical Mountain Ahead Building such a colossal structure beneath the sea comes with significant engineering and financial challenges. The train would need to withstand intense water pressure, ensure passenger safety at high speeds, and deliver reliability over thousands of trips. There are also psychological barriers to overcomeโ€”some people may feel claustrophobic or uneasy traveling deep underwater. Rajesh Verma, a businessman in Mumbai, expressed caution: โ€œIโ€™ve always been wary of the oceanโ€™s depths. As much as I love the idea, Iโ€™ll likely stick to conventional modes of transport.โ€ For many, itโ€™s not just about the technology, but the comfort of knowing it works without flaws. Still, the financial commitment is not the UAEโ€™s greatest concern. With deep pockets and a track record of delivering iconic projectsโ€”from the worldโ€™s tallest skyscraper to the man-made Palm Islandsโ€”Dubaiโ€™s leaders are more focused on technological feasibility than on cost. Experts estimate the project could cost several billion dollars, depending on materials, design, and the tunnelโ€™s complexity. Initial reports suggest the use of transparent materials instead of traditional opaque bricks, creating a unique window into the marine ecosystem. That vision aligns with the broader goal of crafting an unforgettable travel experience rather than just a faster commute. A Journey Like No Other If completed, the Dubai-Mumbai train will dwarf the Channel Tunnel between England and France in both scale and ambition. While the Channel Tunnel spans just 35 miles and runs at modest speeds of 70 miles per hour, this new project plans to stretch over 1,200 miles and operate at speeds ten times faster. Passengers will not just travelโ€”they will encounter an oceanic world through the trainโ€™s clear walls. The experience could easily find a place on travelersโ€™ bucket lists. Some have already begun referring to it as the "Deep Blue Express." However, the question remains: can such a massive project be delivered safely and sustainably? Those behind the project believe so. A feasibility report is now being commissioned to explore the materials, construction methods, and environmental impact. That report will shape whether the idea remains a dream or becomes the world's most advanced rail system. The trainโ€™s potential extends beyond engineering or aesthetics. Itโ€™s a bold statement about how humans can rethink geography. Itโ€™s a bridge between cultures, markets, and innovations. Whether it becomes a staple of global travel or serves as inspiration for future projects, the underwater train project already stands as a testament to human vision and determination. What the Future Holds The success of this bold venture will rest on more than just construction. Public confidence, regulatory approvals, and environmental planning must align. Nonetheless, the Dubai-Mumbai train has sparked imaginations across the world and ignited new discussions about whatโ€™s possible in global travel. At a time when nations are reimagining how cities and transport networks interact, this project represents the next logical step: one that literally plunges into uncharted waters. As with most pioneering ventures, it may take years, if not decades, to complete. But its very announcement pushes the boundaries of whatโ€™s considered possible. Whether you one day ride the Deep Blue Express or watch its progress from afar, its story marks a new era in engineering and global connection. And for the UAE, itโ€™s another chance to show that when it comes to bold ideas, no challenge is too deep. Todayโ€™s Longest High-Speed Rail Journeys Beijing to Kunming, China: Covering approximately 2,653 kilometers, this route connects Beijing with Kunming, offering travel times between 10 hours 43 minutes and 14 hours 54 minutes. Beijing to Guangzhou, China: Spanning about 2,298 kilometers, this line links Beijing to Guangzhou, significantly reducing travel time compared to conventional trains. Shanghai to Kunming, China: This route extends over 2,066 kilometers, connecting Shanghai with Kunming, facilitating efficient travel across eastern and southwestern China. Beijing to Shanghai, China: At approximately 1,318 kilometers, this line connects two of China's major cities, Beijing and Shanghai, and is noted as the world's longest high-speed line constructed in a single phase. Hangzhou to Shenzhen, China: This route covers around 1,495 kilometers, linking Hangzhou with Shenzhen, enhancing connectivity along China's southeastern coast. Qingdao to Yinchuan, China: Spanning about 1,762 kilometers, this line connects Qingdao to Yinchuan, facilitating travel between eastern and northwestern China. Beijing to Harbin, China: This route extends over approximately 1,700 kilometers, linking Beijing with Harbin, serving as a vital connection to northeastern China. Guangzhou to Kunming, China: Covering about 1,285 kilometers, this line connects Guangzhou with Kunming, enhancing travel between southern and southwestern China. Tokyo to Hakata, Japan: This route spans approximately 1,174 kilometers, connecting Tokyo with Hakata, and is part of Japan's renowned Shinkansen network. Madrid to Barcelona, Spain: Covering about 621 kilometers, this line links Madrid with Barcelona, significantly reducing travel time between Spain's two largest cities. The Seikan Tunnel in Japan is the world's current longest undersea tunnel used by bullet trains. Spanning 53.85 kilometers (33.46 miles), it includes a 23.3-kilometer (14.5-mile) section beneath the Tsugaru Strait, connecting Honshu and Hokkaido. Shinkansen bullet trains traverse this tunnel, which descends approximately 100 meters (330 feet) below the seabed and 240 meters (790 feet) below sea level. Read more:

Owen Gregorian

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๐Ÿ‡จ๐Ÿ‡ณโ˜€๏ธ The Truth About Chinaโ€™s Wumeng Mountain Solar Farms: Not the Lies Which Are Going Viral A video is spreading claiming โ€œcountless habitats were bulldozed for 40,000 acres of solar panels in Wumeng Mountain, China.โ€ Itโ€™s dramaticโ€ฆ but itโ€™s also completely wrong. If you want to learn something, read on... Hereโ€™s whatโ€™s actually happening ๐Ÿ‘‡ 1. Where is Wumeng Mountain? The Wumeng range stretches across Guizhou, Yunnan and Sichuan, one of Chinaโ€™s historically poorest, most degraded regions. Think: โ€ข Barren slopes โ€ข Karst terrain (thin rocky soil, hard for plants to grow) โ€ข Severe soil erosion โ€ข Thin, non-arable land โ€ข Over-mined, over-farmed areas It is NOT rainforest. It is NOT an untouched wildlife paradise. It has been one of Chinaโ€™s most ecologically fragile regions for decades. 2. What China built there? China is installing large-scale mountain solar farms on land that: โ€ข Canโ€™t grow crops โ€ข Canโ€™t support dense forest (for reforestation) โ€ข Has low ecological value โ€ข Was already stripped or degraded The projects follow the terrain. Nothing is โ€œflattened.โ€ No forests bulldozed. And many sites are dual-use agrivoltaic farms, goats and sheep graze under the panels and native vegetation returns because the land is no longer being over-farmed. 3. โ€œDestroyed habitatsโ€? Not even close Every major renewables project in China requires an Environmental Impact Assessment and since 2020, solar/wind cannot be built in: โŒ Protected forests โŒ National parks โŒ Primary ecosystems โŒ Wildlife reserves The chosen sites were already degraded hillside scrubland. Studies from Guizhou & Yunnan show: โ€ข Soil erosion drops sharply under solar arrays โ€ข Moisture increases โ€ข Native plants recover โ€ข Insects return and birds return Solar farms here are actually restoring the land, the opposite of the fear-mongering claims. 4. Environmental outcome: massively positive A 40,000-acre mountain solar farm delivers 6โ€“8 GW of power. Thatโ€™s enough to replace: ๐Ÿ”ฅ 6 coal plants ๐Ÿ”ฅ 30โ€“40 million tonnes of COโ‚‚ per year It uses zero water, releases zero pollution and allows vegetation to regrow. Meanwhile, Guizhou/Yunnanโ€™s old coal basins produced decades of pollution and ecological damage. This is what cleaning up looks like. 5. Why the viral video is misleading? โš ๏ธ The narrative relies on: โ€ข A dramatic aerial shot โ€ข Zero local context โ€ข Ignoring land-type and terrain โ€ข Pretending this was untouched wilderness โ€ข Ignoring Chinaโ€™s laws protecting high-value ecosystems โ€ข Ignoring rural poverty alleviation โ€ข Ignoring the COโ‚‚ reductions โ€ข Ignoring that mountain solar is built on non-arable, pre-degraded land If this exact project was built in Europe, it would be hailed as โ€œgreen innovation.โ€ But because itโ€™s China, the West suddenly cries โ€œenvironmental disaster.โ€ The hypocrisy is insane. Absolutely INSANE! 6. What the Wumeng solar project actually represents โœ” Restoring degraded land โœ” Ending small coal mines โœ” Stabilising mountain soils โœ” Providing clean energy โœ” Raising local rural income โœ” Helping communities escape poverty โœ” Lowering global emissions (massively) โœ” Proving Chinaโ€™s renewables leadership, again China builds more solar each year than the entire rest of the world combined. This is what that looks like at ground level. Here is the truth: - There is no โ€œeco-wasteland.โ€ - No mass habitat destruction. - Just Western social media doing what it always does, misrepresenting China to score political points. The Wumeng solar rollout is one of the most successful examples of turning damaged land into clean energy and it is lifting entire regions out of poverty while cutting emissions on a global scale. China is the worldโ€™s largest reforestation nation, adding over 70 million hectares of new forests since the 1990s, more than any other country on Earth. From the Three-North Shelterbelt to the Grain-for-Green program, China is repairing past damage at a scale no Western nation has even attempted. Stop spreading lies about โ€œdestroyed habitatsโ€ when China is literally leading the world in restoring them. The real story is far more impressive than the propaganda being pushed online.

James Wood ๆญฆๆฐๅฃซ

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๐ŸšจThrilled to share our new CFR China Strategy Initiative report with CFR Global Health's Tom Bollyky, , Olivia Webb Kosloff, & Elena Every: "The Pharma Choke Point." The US is dependent on Chinese production for essential medicines, creating a "rare earths" problem in this sector. Seven hundred medicines approved for use in the United States depend on at least one chemical produced solely in China. For the last year, our study group of pharma and biotech specialists, China scholars, and industrial policy experts came together to: 1โƒฃ Use commercial data to map the dependencies 2โƒฃ Devise a typology of three unique "archetypes" of these dependencies 3โƒฃ Craft solutions to address these dependencies A few key points follow below: โžก๏ธChina's Leverage is real โ€” Beijing doesn't need a wartime crisis to exploit it. It can slow shipments, delay licenses, or reroute flows through "peacetime weaponization." That's the playbook it has already run on rare earths. โžก๏ธCurrent dependence is structural โ€” It's the product of decades of Chinese state investment and Western pursuit of the low-cost solution. China controls the raw/starting materials for 94% of US amoxicillin, 74% of heparin, and 70% of acetaminophen. It's dominating preclinical work in biotech. And diversifying downstream offers no real protection from upstream dependence. โžก๏ธArchetype 1: Upstream Dependence โ€” Roughly 700 medicines Americans depend on at least one chemical made only in China, including antibiotics, blood thinners, ER drugs. Solutions include: - building a strategic reserve of critical medicines - building "allied scale" to create diversified production - mix various long-term supply and demand interventions to change economic viability for KSMs, APIs, and other upstream inputs (more in the report) โžก๏ธArchetype 2: Competitive Displacement of U.S. Biomanufacturing and Clinical Trial Capacity โ€” For innovative biologicsโ€”medicines made from living cellsโ€”such as monoclonal antibodies, the risk is not a single upstream choke point but competitive displacement across every stage of the value chain: discovery, clinical development, contract manufacturing, and market access. The U.S. is losing a critical capability: now, WuXi alone handles nearly half of US clients' development programs. China alone is more than half of all late-stage monoclonal antibody programs. Lock-in deepens at every stage. Solutions include: - accelerating first-in-human clinical trials in the United States - funding and incentivizing the adoption of advanced biologics manufacturing technologies (e.g., low-cost capital from the USG) - building contract research alternatives in allied countries like South Korea - bolstering the U.S. biomanufacturing workforce - creating a system to secure artificial intelligence (AI)โ€“ready biodata and digital chemistry, manufacturing, and controls. โžก๏ธArchetype 3: Dependence on PRC Infrastructure โ€” Here, the vulnerability is not disruption in the supply of an existing product, but Chinese control over the research-and-development (R&D) infrastructure underlying future pharmaceutical innovation. Growing reliance on China for DNA synthesis is just one example. Solutions include: - improving DNA supply chain security - enhancing transparency and disclosing provenance - increasing federal investment in next-generation DNA synthesis technologies - and bolstering allied cooperation on standard-setting and procurement to encourage the adoption of these technologies. โžก๏ธKey Takeaway: China has both the tools and demonstrated willingness to weaponize U.S. pharmaceutical dependence: the structural conditions enabling it run through nearly every tier of the pharmaceutical supply. The question is not whether to act, but if the United States will manage to do so before a crisis makes the cost of decades of inaction unavoidable. I am so grateful to Tom, Prashant, Elena, Olivia, Chloe, Ben, Aarya, CFR's publications team, and so many others who made this possible. It was tremendously educational to work together on this project.

Rush Doshi

12,383 gรถrรผntรผleme โ€ข 1 ay รถnce