고정된 트윗
My predictions for coming decade (in a thread of thread format) ...
English
Nirav Kanodra
88.2K posts
Nirav Kanodra
@niravstoons
Interested in Financial Markets, Macro, Politics and Economics. Want to revive the hobby of drawing cartoons. *Views are mine alone, don’t reflect my employers*
Singapore / Mumbai 가입일 Kasım 2010
5K 팔로잉4.3K 팔로워
Nirav Kanodra 리트윗함
Never too late!
Golden Pass announces first LNG production (train 1).
The facility has two other trains, expected to come online by 3Q 2026 and 1Q 2027, respectively. When in full production, it would add ~18 million ton per year (more than current QatarEnergy losses).
English
Nirav Kanodra 리트윗함
Two learnings from this great chart …
1. The energy stress will hit countries sequentially, depending on the distance from Hormuz.
2. India has an important role in the global energy chain, thanks to the Jamnagar refinery.
English
@rishabhm Our neighbours are smart in playing with the super powers.
Both sides of the political divide they hedge their bets.
What they lack is how make country richer productively.
They have alliance with both China and US.
English
The one upside of this arrangement is that it 100% ends and ends badly, when someone from outside the Trumpsphere becomes president. These MoFos are going to be prosecuted from here to the moon and back.
Bloomberg@business
How a 35-year-old self-described “crypto bro” from Pakistan helped his country win over Trump. bloomberg.com/news/features/…
English
Nirav Kanodra 리트윗함
Japan just unveiled a drone made entirely of cardboard. It flies at 120 km per hour, can be assembled in 5 minutes, and is designed to be used in massive swarms. The craziest part is it can be mass produced at any regular cardboard factory. The future is cheap.
English
Nirav Kanodra 리트윗함
Ranveer Singh grew his hair long, grew a long kickass beard that hides most of the face, a face that is bearing the stress of living a double life for 15-20 years, and yet his drugged out friend, not even in his senses, recognizes him 20 years later. Meanwhile in Yash Raj films, husband shaves off moustache and wife is like- Tussi kaun
English
Nirav Kanodra 리트윗함
Blue collar is the new white collar.
Molly O’Shea@MollySOShea
BREAKING: Chris Power CEO of Hadrian says “Everyone should tell their kids to quit college & get welding degrees” "The country needs you." “The next 2 decades is blue collar.” Hadrian is also bringing back Pepperidge Farms & baking. “All the white-collar jobs are going to get automated.” “We’re gonna see massive hyperinflation in blue-collar salaries.” "I think one of the greatest opportunities for private capital — apart from public-private investment alongside the Department of War (@DeptofWar) — is to build Chick-fil-A’s & bars around all of our factories. That’s free alpha. Please come set up franchises around all of our factories. We need to eat so we can work harder for the country." Chris Power (@2112Power) of @HadrianInc at Hill & Valley Forum 2026 (@HillValleyForum) cc @macbohannon
English
Nirav Kanodra 리트윗함
An excellent point made in a Bloomberg article.
Countries will now double down on energy transition and that means huge resource allocation is coming in this sector supported by govt.
English
Nirav Kanodra 리트윗함
Most people believe the solar panels are only meant to power the house they sit on. The scheme’s true end game is Bi-Directional Grid Stabilization.
Through the mandatory installation of Smart Net-Meters, the govet is creating a network where millions of homes can pump electricity back into the grid simultaneously during peak heat waves.
In states like Gujarat, the DISCOMs (Distribution Companies) are using AI to pool this rooftop energy.
India is effectively building a ghost power plant that has no land footprint & no carbon emissions, yet can rival the output of massive coal plants.
Narendra Modi@narendramodi
देश के कोने-कोने में पीएम सूर्य घर मुफ्त बिजली योजना का लाभ जिस तरह लोग उठा रहे हैं, वह बहुत उत्साहित करने वाला है। गुजरात और उत्तर प्रदेश से लेकर राजस्थान और त्रिपुरा तक के उदाहरण बताते हैं कि इससे आय बढ़ने के साथ ही लोगों का जीवन और आसान बन रहा है। #MannKiBaat
English
Nirav Kanodra 리트윗함
I’ve been describing the supply loss from the closure of the Strait of Hormuz as an “air pocket” moving through the normal flow of oil out of the Gulf
Helpful map from JPM highlighting when that air pocket will “land” in different major consuming regions:
- East Africa last week
- East Asia this week
- Europe next week
- North America two more weeks
English
Nirav Kanodra 리트윗함
India is accelerating a ~$20B deepwater oil drilling program led by ONGC under Mission Samudra Manthan. Plan targets ~100 wells/year (vs ~30 now) including ~25 deepwater wells annually to boost domestic output. Push aims to cut >80% oil import dependence amid Iran war supply risks.
m.economictimes.com/industry/energ…
English
@siddarthpaim That would take care of all consumption.
May be we don’t have that much. Some Gas in Andaman.
English
ONGC must target 4-5 million barrels /day
Lakshmisha K S@lakshmishaks
India is accelerating a ~$20B deepwater oil drilling program led by ONGC under Mission Samudra Manthan. Plan targets ~100 wells/year (vs ~30 now) including ~25 deepwater wells annually to boost domestic output. Push aims to cut >80% oil import dependence amid Iran war supply risks. m.economictimes.com/industry/energ…
English
Nirav Kanodra 리트윗함
Rent control is the perfect government policy. Does massive damage while sounding virtuous to idiots.
Cato Institute@CatoInstitute
Spain froze rents and capped increases at 2%, but rent control is already cutting supply by up to 50% and not improving conditions for renters. Spain should follow Argentina, which ended rent control in 2023 and has seen housing supply rise 180%, reports Cato’s @hiperfalcon. ow.ly/k7Mx50YztmZ
English
Nirav Kanodra 리트윗함
Promo of Russian Movie "Persimmon of My Love". The movie has been entirely shot in India.
The Rom-Com was filmed entirely on location in Mumbai, Udaipur and Jodhpur. First such movie in post soviet era. Has Hindi songs too, including 'Jimmy Jimmy Aja Aja'
Sidhant Sibal@sidhant
India, Russia film cooperation. Poster of Russian movie "Persimmon of My Love". It is the first major Russian feature film entirely shot in India. Set to premiere across Russia on April 1, blends Bollywood song and dance with Russian humour and brotherly drama.
English
@Pivot2Centre This might be some small betting or CFD operator.
Doesn’t seem like Brent or WTI futures. Whales P/L isn’t visible to anyone.
Oil companies move billions of USD of futures.
English
Too many zeroes to make this look massive.
It is just $17 million short position.
Ted@TedPillows
A whale has opened a $17,000,000 Oil short position. Liquidation Price: $139
English
Nirav Kanodra 리트윗함
The shale revolution has been a game changer for the US
John Arnold@johnarnold
Hard to overstate the role shale gas has played in lowering inflation and spurring American industry. Were we a net importer today as forecast in the 2000s, domestic nat gas & power would be at multiples of current pricing, serving as a huge tax on individuals and companies. 1/5
English
Nirav Kanodra 리트윗함
Isn't this...great? If private players can absorb the tech and manufacture, that's an important first step towards building an ecosystem, that can then take the next steps. Not all companies may do it, but they can still be solid players in expanding capacity.
WION@WIONews
ISRO technology being sold cheaply to private firms, Parliamentary panel finds Report by @sdhrthmp READ: wionews.com/india-news/isr… wionews.com/india-news/isr…
English
@tuhinat221b Yes those agencies would pay per shift.
Does worker have to work longer hours? Yes.
But also paid more.
English
@niravstoons Most cinema theatre/chain staff are mostly contractual workers sent by some agency.
Look into how they operate. Dont create fiction from out of your ass 🤦🤦
English
Salaried job with probable overtime payments.
It’s not bonded labour.
I think cinema halls and cinema staff making money off this movie.
Tuhin@tuhinat221b
Cause only in India exploitation is normal, where poor people are expected to show up at work at 6 am because the elites want to have paneer tikka roll while watching a fucking movie You love India because of easy it is to exploit a lot of people for the convenience of a few
English