Matthias Meier

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).

Europe spent years debating whether the energy transition was affordable. Spain quietly answered the question: gas now sets its electricity price in only 7% of hours (in Italy is 90%). Strategic autonomy must be built in advance, in wind farms, solar parks, and grid investment, or it isn’t built at all. The countries still exposed to fossil fuel price shocks didn’t lack the warnings. They lacked the will.

Bulava precision hits at 95 (!) km - more than HiMARS at a fraction of the cost

📽️ There have been many scary, unnerving days in this latest Gulf war. But the past 24 hours was particularly bad. Why? Because both sides are now causing lasting damage to the world economy's life support system. Our latest primer on the econ consequences of this war👇

The IRGC has struck Kuwait’s Mina Al-Ahmadi refinery twice in 48 hours, igniting fires & forcing KNPC to shut down units at a facility with ~730,000 b/d capacity Iran is both blocking Hormuz Strait & systematically disrupting GCC energy assets to maximise global economic shocks.

Just sent this out. The US campaign against Iran has revealed one major story which people are not acknowledging. For reasons of both internal US weakness and technological development, the US is showing it has almost no chance in a war against China in the Western Pacific.

⚠️Ukrainian instructors sent to assist in the Middle East are shocked by how the US intercepts targets, according to The Times According to Ukrainian officers and instructors from the Ukrainian Armed Forces, who were involved in the defense of the Gulf countries, "the US launched as many as 8 Patriot missiles at a single enemy target, each costing over 3 million dollars," and also: "I don't understand what they were doing, what they were watching for four years while we’ve been at war."

“The United States has spent years building sanctions architecture specifically designed to constrict Russia and Iran. Within three weeks of this conflict starting, we’re tearing it to shreds. washingtonpost.com/world/2026/03/…

Oil price in real terms since 1968. Discuss.

@StefanStillhart 😬

@MatCMeier Wir Schweizer haben unsere Bunker mit bombensicheren Treubstoffreserven geräumt und verrotten oder abreisen lassen... Wir müssen nicht auf die USA verweisen, wenn wir selber dumm sind!

Sehr interessant: die US strategische Ölreserve ist eigentlich weit über Ihrem technischen Lifecycle-Ende. Um katastrophale strukturelle Schäden zu vermeiden, darf man nicht voll entleeren, sondern nur bis auf ca. mindestens 160 Mio Barrels. giftarticle.ft.com/giftarticle/ac…

IEA calls for driving slower and flying less to weather energy crisis ft.trib.al/Envb67t

🇺🇸🇮🇷 A U.S. strike targeted the IRGC’s tunnel complex on Qeshm Island, causing visible surface damage and craters near entrances but failing to penetrate or destroy the hardened underground structures, meaning key assets likely remain intact and the facility is most likely still operational or at least repairable.

"The regime still appears to function. If it falls apart, the result may be chaos and bloodshed. A former member of the IRGC says that, should the chain of command rupture, the security forces have a plan to disperse into 30,000 five-man units." economist.com/briefing/2026/…

This is a very important story: “…The amount of oil stored at sea — a vital buffer for markets — is running down fast…” About 1/3 of what’s left is Iranian. bloomberg.com/news/articles/…

Die SNB rechnet nun mit einer Inflation für 2026 von 0.5%, früher waren es noch 0.3%. Es könnte allerdings schlimmer kommen, wenn die Ölpreise lange auf diesem Niveau verharren.

Die internationale Energieagentur ruft dazu auf, weniger zu fliegen und mehr Homeoffice zu machen. Um Öl zu sparen. giftarticle.ft.com/giftarticle/ac…

Wenn in Zürich der Frühling erwacht, ist die Stadt für kurze Zeit in ein zartes Rosa getaucht. Dann erblühen die Kirschblüten in voller Pracht und verwandeln Parks, Promenaden und Strassen in ein echtes Frühlingsmärchen. brnw.ch/21x0S9K

History in the making...

06.06.2024!!! #Habeck sagte prophetisch in diesem TV-Duell, dass das „Abwarten“ oder „nur auf den Markt vertrauen“ gefährlich sein kann, wenn autoritäre Regime den Gashahn oder die Handelsrouten zudrehen. Er plädierte für ein weitsichtiges Handeln, das zwar heute Geld kostet (Investitionen), uns aber morgen vor dem Zusammenbruch bewahrt. ..und aktuell, knapp zwei Jahr später ...🤷‍♂️

Behold, the one year chart of the 2yr yield in the UK