Manish Mody retweetledi
Manish Mody
569 posts


@vishal_parmar98 @IRANinMumbai You are falling for the.. Bait! 😔
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@IRANinMumbai Situation so bad that Iran is defending India against Donald Trump but not our own government.
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@pranavpradhi1 @IRANinMumbai You are falling for the.. Bait! 😔
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Thank you Iran. Also a reality that our government bends over backwards for the U.S., we can’t even call out Trump. Meanwhile, a country we sidelined not long ago, one we share deep historic ties with, had the spine to stand up for us.
That contrast says everything. The Modi government should hang its head in shame.
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Manish Mody retweetledi

North Korea Was Right About Nuclear Weapons open.substack.com/pub/persuasion…
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Manish Mody retweetledi

Uranium is set for a commodity super cycle
Kazatomprom accounts for 20 percent of global uranium production, and its future growth is no longer freely available to the market:
- India made a huge deal with Kazatomprom valued at 50% of the book value
- China/Bannerman deal locks in future supply
- Russia/Kazatomprom locks in most of the supply growth of Kazakhstan
This means incremental supply is being pre-allocated through state-level strategic deals... not sold into the open market.
Meanwhile, the West is sitting on the sidelines watching future supply vanish.
- India alone plans to increase nuclear energy 10 fold to 100GW
- That's equal to ~ 50 mlb/year of uranium demand
- New reactors purchase 3 years of uranium supply upfront
Achieving just 50% would mean India alone needs to purchase 60 Mlb of uranium upfront.
And this is happening in a market that has already been in structural deficit for years, with secondary supplies shrinking and mine development timelines measured in decades.
Higher uranium prices at this point are a mathematical certainty

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@volklub OT - Just came across this video on RENAULT-NISSAN Engine. If to go by this video.. then the 1.3 L Turbo in Duster seems ne Quite promising.
Pls share your Views! 🥂
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Manish Mody retweetledi

@himansh63588688 Where from the PM comes into picture! Who’s responsibility is this.. any idea ? Gutter ka dhakkan nahi toh Modi jimmedaar..
C’mon get your facts right first!!
And if Goregaon is the most Elite area.. then what is Malabar Hills, Napeansea Road, Juhu, Bandra w…… ????
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How will Godi media narrate this? Masterstroke by BJP! Under the leadership of Modi ji, BJP has fulfilled what they promised in their manifesto — they have turned roads into swimming pools, freely available for everyone. No need to buy tickets either.
Mohit@mohit_blogg
This is the scene in front of Goregaon Oberoi Mall, which is supposed to be the most posh area. God bless this country and its corruption 😭🇮🇳 #MumbaiRains
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Also at the Ambassador’s reception for the delegation, with: Genesis Alonjo, member of Parliament 2019-24; Lorena Castillo de Valera, former First Lady of Panama; Mehr Eliezer, Miss Panama 2109 and aspiring politician; and two ladies instrumental in the success of our mission, Kathy Bhiku, Indian-Panamanian Networker Extraordinaire, and Embassy staffer, Milena Alvarado




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