Matthias Meier

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Matthias Meier

Matthias Meier

@MatCMeier

Engineer|Business Economist|Nature-Lover|Techno-Optimist|Climate Concerned|tweets on tech, econ & nat. sciences

Bern Katılım Nisan 2016
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Matthias Meier
Matthias Meier@MatCMeier·
1/ Nach zwei Boomjahren leider 2024 herber Rückschlag bei den Wärmepumpen Installationen in der Schweiz, wie seit Kurzem im FWS Q4-Reporting publiziert und heute in der Sonntagszeitung berichtet. Es wurden 30'811 Wärmepumpen zur Gebäudebeheizung installiert. Das sind 29% weniger als im Vorjahr (43'490).
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Marc Schinzel 🇨🇭🇺🇦
Was bei uns wenig beachtet wird: Russland hängt wie ein Süchtiger am Tropf Chinas. Russland bestreitet 40% seines Aussenhandels mit China (2013: 10%),umgekehrt sind es 4%. China diktiert und drückt die Preise beliebig. Das ist nicht mal eine Junior-Partnerschaft.Das ist Zudienen.
Jarl Finland@jalle51

Beijing is already planning for a post-Putin Russia. A major investigation by The Wall Street Journal reveals that China is quietly expanding its political and institutional ties far beyond Putin’s inner circle, directly targeting the rising elites who will shape Russia's future. The asymmetric reality of the "no-limits" partnership: Deepening Dependence: China now controls nearly 40% of Russia's foreign trade (up from 10% in 2013), while Russia accounts for less than 4% of China's global trade. Silent Infiltration: Chinese intelligence and recruitment of mid-level Russian officials are skyrocketing. The Kremlin is forced to swallow the humiliation in absolute silence, terrified of upsetting Beijing. The Vassal State: Beijing is bleeding Russia dry on energy deals, demanding gas at heavily subsidized domestic prices while blocking major projects like Power of Siberia 2 until Moscow bows to their terms. As Alexander Gabuev (Director of Carnegie Russia Eurasia Center) notes, China has the perfect opportunity to turn Russia into a "giant Laos or a giant Pakistan"—a deeply dependent supplier subordinated to Chinese strategic interests. Putin thought he was fighting to restore a multipolar empire. Instead, he fast-tracked Russia’s transition into a client state for Beijing. 🇨🇳🇷🇺📉 #ChinaRussia #PostPutin #Geopolitics #WSJ #WarEconomy #StrategicVassal

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Ben Tzion Macales
Ben Tzion Macales@BenTzionMacales·
One of the strategic targets hit last night in Iran was the Shahid Mirzaei crossing. This is a tunnel along Highway 71, a key route connecting Bandar Abbas directly to Tehran via Yazd. It's nicknamed "the Bottleneck" (گلوگاه), and is well deserved. The surrounding topography leaves no practical bypass route between central Iran and Bandar Abbas within a corridor more than 100 kilometers wide. Any alternative route would require a major detour, resulting in significantly higher transportation and fuel costs. If this disruption is sustained at this location, the economic and logistical impact will only continue to accumulate.
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Matthias Meier
Matthias Meier@MatCMeier·
Das sind für mich die zwei entscheidenden Charts zur Hormuz Ölkrise Phase 2: - US Exporte nach dem Peak jetzt 3 Mio Barrel pro Tag tiefer (strategische US Ölreserve erschöpft sich) - Chinesische Öl-Importe mit starkem Rebound von fast 4 Mio Barrel pro Tag. Die Kombi: brutal.
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Clément Molin
Clément Molin@clement_molin·
Very big Russian 🇷🇺 missile 💥 attack on Kyiv 🇺🇦 right now, one hour with around 50 explosions, very few interceptions... Not sure this scale happened before, but it was very big. Image from Lukyanivka.
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OSINTtechnical
OSINTtechnical@Osinttechnical·
Ukrainian attack drones successfully struck multiple Russian fuel and oil storage facilities in the city of Stavropol this morning, setting them ablaze.
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HFI Research
HFI Research@HFI_Research·
MOU is officially dead. Power and desal plants are now being attacked. Iran mined the Oman lane? Brent short positioning is still near all time highs. Hormuz traffic is back to nothing. Crack spreads are at all time highs. And… Brent is below $90/bbl.
GIF
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OSINTdefender
OSINTdefender@sentdefender·
U.S. Airstrikes are now being reported in nearly every major Iranian province adjacent to the Strait of Hormuz and Arabian Gulf. Retaliatory Iranian strikes are to be expected in the near term.
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Chris Meder
Chris Meder@EVCurveFuturist·
China’s automotive ascendancy wasn’t luck; it was a multi-decade industrial heist executed in plain sight. In 2000, China produced 2 million vehicles. Today, it produces over 31 million. By 2026, annual exports will hit 12 million—a scale no nation has matched. Western automakers were willing accomplices. Dazzled by the world’s fastest-growing market, they flocked to joint ventures, trading technology for profit. China gained know-how; the West gained record margins. For a while, everyone won. But China was playing a longer game. It wasn't building a bigger market for VW or GM—it was building a sovereign industry. First, dominate domestic demand. Next, build local champions. Finally, export globally. What critics now call "overcapacity" was always the intended outcome—the same playbook used in solar and batteries. The EV transition was the perfect weapon. China understood the future wouldn't be won by engines or heritage, but by batteries, software, and supply-chain scale. While legacy automakers protected ICE profits through the 2010s, China built the battery factories, mined the minerals, and funded the champions. Today, China dominates global EV sales and battery production. It didn't steal the future; it planned for it—while the West, powered by hubris, assumed its leadership was permanent. The irony is poetic. The ICE vehicle, which once displaced the horse in a generation, is now facing the same fate. EVs are not just a new drivetrain; they are a superior technological architecture. The transition is accelerating—Norway took 15 years; Denmark took half that. China has already surpassed 60% EV penetration in the world’s largest auto market. History doesn’t repeat, but it rhymes. The horse is gone. The combustion engine is next. The only question left is not if, but how fast.
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Dan Tsubouchi
Dan Tsubouchi@Energy_Tidbits·
Looks like China starting to ramp up oil imports. The number of supertankes headed to China advanced to the highest since Apr 24 reports @Bill_Lehane #oott
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Dan Tsubouchi@Energy_Tidbits

"China didn't cut its [oil] consumptions dramatically; China cut its imports dramatically. I think that's what folks are not paying attention to". @pickeringenergy to @JDBlum23 "But Pickering is more focused on China than Iran. That's because China emerged as the so-called swing importer, cutting its world-leading oil imports by roughly 5 million barrels a day and leaning on its oil and fuel strategic reserves that also lead the world..." #oott fortune.com/2026/07/12/tru…

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Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
🧵A leaked military directive reveals the Russian garrison in Crimea is quietly compiling evacuation lists. They are not fleeing today. But after months of systematic Ukrainian strikes, the empire has officially reached the meeting about the exits. ⬇️🇺🇦🇷🇺🧵 1/
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Hanno Klausmeier
Hanno Klausmeier@HannoKlausmeier·
The key question is how fast and at what cost can this be achieved. Over time Iran may loose its leverage. cnbc.com/amp/2026/07/17…
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WarTranslated
WarTranslated@wartranslated·
Over 40 explosions hit Kyiv overnight, buildings, a shopping mall and cars on fire. One killed, 13 wounded so far. The largest ballistic strike on the city.
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Christopher Miller
Christopher Miller@ChristopherJM·
Fully agree with Shashank here. Reports of the average Russian soldier lasting 20-30 minutes upon deployment to Ukraine does not correspond to reality. Nor does the AI claim. Ukrainian drone operators will tell you the same. That isn’t to say that Russian casualties aren’t at an extreme high and drones aren’t behind the increase — they are. But it does nobody any good to exaggerate here.
Shashank Joshi@shashj

I don’t believe that the 20 minute claim is true and I definitely don’t believe that the majority of kills are because of AI terminal guidance. Ratcliffe has garbled something here.

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Jarl Finland
Jarl Finland@jalle51·
Russia’s daily bill just dropped, and it’s getting ridiculously expensive. The Ukrainian General Staff reports that in the last 24 hours alone, Moscow managed to lose: 💸 1,420 troops💥 85 artillery systems (yikes) ✈️ 1 fighter jet 🛡️ 6 air defense systems🛸 1,914 tactical drones🚚 526 fuel/transport vehicles Losing nearly 2,000 drones and a whole parking lot of logistics trucks in one day. But hey, I’m sure everything is going strictly according to plan. 📉🤡 #UkraineWar #Russia #MilitaryLosses
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Svitlana 🇺🇦
Svitlana 🇺🇦@Svitlana_UA22·
Breaking news: Putin is destroying the Rotenberg family's multi-billion dollar empire. Arkady Rotenberg has lost direct access to the president, leading to a rapid weakening of the security of his structures within state corporations and federal agencies. The oligarch himself has not appeared in his Moscow office for over a month and remains inaccessible even to his closest circle. Boris Rotenberg has also been absent from Russia for a long time. Road construction, contracts with Russian Railways, and port assets have suffered the brunt of the damage. The group's companies have accumulated massive debts to subcontractors and are behind on wage payments, with new financing not promised until the end of the year. Following the recent arrests of top managers and the notorious crime boss Ilya Traber, the Rotenbergs have lost key employees who managed projects and maintained relationships with government agencies. Major road contracts are being prepared for transfer to entities associated with Marat Khusnullin. His appointees already occupy key positions in the relevant agencies and could quickly replace Rotenberg's people. The assets, equipment, and subcontractors of the Dzhubga-Sochi project are also gradually coming under the control of this new group. The remaining business will be divided between the Kovalchuks, Bokarev, and Makhmudov. In the coming months, the Rotenbergs may lose their port terminals, construction companies, and access to new government contracts. The presidential administration is preparing to replace its staff at state-owned companies, leaving only sports projects and certain assets unrelated to state budget contracts from the former empire. #Putin #RussianOligarchs #Kremlin
Svitlana 🇺🇦@Svitlana_UA22

Putin has started dismantling the Rotenberg empire. Arkady Rotenberg has lost direct access to the president, causing his structures to rapidly lose protection within state corporations and federal agencies. The oligarch himself has not appeared in his Moscow office for over a month and remains unavailable even to his inner circle. Boris Rotenberg has also not been seen in Russia for a long time. The main blow hit road construction, Russian Railways contracts, and port assets. Group companies have accumulated massive debts to subcontractors and are delaying salaries, with no new funding promised until the end of the year. Following the arrests of top managers and Ilya Traber, the Rotenbergs lost the key personnel who managed projects and handled relations with state structures. Major road contracts are being prepared for transfer to structures linked to Marat Khusnullin. His appointees already hold key positions in relevant agencies and can swiftly replace Rotenberg’s people. Assets, machinery, and subcontractors for the Dzhubga—Sochi project are also gradually shifting to the control of this new group. The remaining parts of the business will be divided among the Kovalchuks, Bokarev, and Mahmudov. In the coming months, the Rotenbergs may lose port terminals, construction companies, and access to new state contracts. The Presidential Administration is preparing to replace their personnel in state companies, leaving nothing of the former empire except sports projects and isolated assets unconnected to state budget contracts. #Putin #Russia Putin has started dismantling the Rotenberg empire. Arkady Rotenberg has lost direct access to the president, causing his structures to rapidly lose protection within state corporations and federal agencies. The oligarch himself has not appeared in his Moscow office for over a month and remains unavailable even to his inner circle. Boris Rotenberg has also not been seen in Russia for a long time. The main blow hit road construction, Russian Railways contracts, and port assets. Group companies have accumulated massive debts to subcontractors and are delaying salaries, with no new funding promised until the end of the year. Following the arrests of top managers and Ilya Traber, the Rotenbergs lost the key personnel who managed projects and handled relations with state structures. Major road contracts are being prepared for transfer to structures linked to Marat Khusnullin. His appointees already hold key positions in relevant agencies and can swiftly replace Rotenberg’s people. Assets, machinery, and subcontractors for the Dzhubga—Sochi project are also gradually shifting to the control of this new group. The remaining parts of the business will be divided among the Kovalchuks, Bokarev, and Mahmudov. In the coming months, the Rotenbergs may lose port terminals, construction companies, and access to new state contracts. The Presidential Administration is preparing to replace their personnel in state companies, leaving nothing of the former empire except sports projects and isolated assets unconnected to state budget contract #Kremlin #RussianOligarchs #InsideRussia

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