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Real Climate Info

@Orakelvanalles

Mind Farts

Everywhere Katılım Temmuz 2023
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Real Climate Info
Real Climate Info@Orakelvanalles·
LEARN A thread. USA is an oil hegemony. It became rich from it, after WW2. It built military, financial and allies for it, as imperialists and caused a lot of harm/enemies. Our governance became stocked with entrenched interests I learned about as an aide to a US Senator in 1993. My interest was health care, working with the Republican Senator who was ranking majority leader of HHS. But we worked with Sen Kennedy on our bills and true bipartisan collaboration. The softball games were epic. But I was saddened to see how lobbyists influenced our work. How we learned to pivot and compromise for them, to attain a lesser goal. Our work became Clinton's and late Obama's health care bills. By ACA, the lobbyists had made so many changes our work was unrecognizable. During this time, many wars happened. I was in pre-med then medical training while my friends went off to fight and lose limbs/lives/longevity for it. We saw the lies and manipulation, hoping it was for a greater good only to discover later how corrupt the GOP had become. The Dems were corrupt as well, but with different factions supplying the ever increasing $$ needed for QpQ votes. I'm old. I've read so much that explains the past that I lived. Most of what I've learned was not what was presented by the politicians and media at the time. Most was for oil and the military industrial complex. It's how USA became a superpower and everyone seemed ok with the lies if it meant our economy remained strong. Nothing else mattered. There have been 3 petrostate superpowers during this time. USA, Gulf and Russia. The rest of the globe was abused by them. China, OTOH, saw a path forward and was tired of the 3. China didn't have a lot of oil... A few things happened in these oil wars. Russia became reliant on selling gas. USA grew tech and innovation. The Gulf played all sides. China pursued their strategy somewhat quietly. By 2016, Obama had gone after the Russian + organized crime + Gulf jesters with sanctions after Crimea invasion. Crimea was invaded due to the proxy war over sale of RU gas to EU which it required for its strength. But as the arctic melted from burning oil, Russia and transnational oil plans to extract that oil were hit at the knee by Obama sanctions. By now, the corruption of US govt by the oil majors...esp the GOP in the era of Cheney...was understood. Exxon and Russia used new internet tactics to subvert the US GOP election and installed Trump as POTUS in 2016. This took Obama by surprise, as their digiteal campaigns were legendary. As the smoke cleared from Mercer, Manafort and others, the Dems saw how the new systems worked. The advertiser/PR firms did too. And the platforms were under attack for being complicit with 2016 election. By 2020, Jack and Zuck were handcuffed from repeating their acts for MAGA but as well all the other players had learned better what to do. It's why Twitter lost revenue, stopping "ads" for that election. Now that the Cheney GOP was irrelevant, the typical institutional purchasers of US govt pivoted to the Democrats. Biden admin pumped the most gas on Earth, supporting the US oil hegemony in full. That admin invaded Russia via Ukraine, took Nord 2 and pivoted sale of gas to EU from Russia to USA. It protected the legacy auto industry from EV disruption and helped Germany do the same for its automakers. And there sat Musk. Fighting disinformation for a decade, knowing the players in auto, gas, military, aerospace and politics. Having wisely diversified to many complementary industries over 3 continents. He took EV supply chains to China as a result of the battles by oil and their bought governments to prevent it. He was convinced by others to fight back by buying an online media platform, renaming it X. 100 others joined to buy it. The list of who they are tells quite a story in 2022. Who aligns with that effort? They took pics with Musk around the globe at that time. Go look at them. China and most of the 130 countries who agree with China. Who ignored RU sanctions. Who pivoted global trade. Who were finally rising in global power. While global militaries became dependent on one technology: Starlink. Trump showed you that others beside US oil could buy a US POTUS. The rest was technical know how. Once that coalition had the bird in hand, the fight for who got what they wanted started. Most wanted to dismantle US superpower. Musk wanted to end Democrats corruption for oil and advance the disruption of it globally. It's been ugly. I think we will see which faction had the most dirt, the most global allies, the most political leverage and in which governments before the mid-terms. The rest? It's al been theater.
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New Scientist
New Scientist@newscientist·
The second half of this year will almost certainly see the start of an El Niño phase that could lead to extreme heat across much of the globe, and James Hansen expects that to make this year surpass 2024 as the hottest on record #Echobox=1777850768" target="_blank" rel="nofollow noopener">newscientist.com/article/252522…
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Real Climate Info
Real Climate Info@Orakelvanalles·
@MarcoJunk You are wrong. Blatantly. No argument needed. Everyone knows. And yet, yes...some very smart people went ahead and did explain it to you. I just mute.
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Marco Junk
Marco Junk@MarcoJunk·
Die mit Abstand höchste Koinzidenz hier sind anonyme Accounts mit links-grünen Positionen, die nicht mal den Versuch eines Arguments bringen, dafür aber die sichere Behauptung, man liege falsch.
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AukeHoekstra
AukeHoekstra@AukeHoekstra·
Hi @MarcoJunk, another energy researcher here. I don't know if you really believe this or just say it because you are supposed to, but if you would research how storage is done in any advanced simulation (be it by fossil fuel companies or renewable advocates) you would find that every competent model separates daily storage in batteries (of which we need a lot) and long term storage (e.g. elektrofuels) of which we need only very little. Like <5% of energy use. Yes I'm sure. So for the coming decades reducing fossil fuel with 95% could be a timid goal that could be done with batteries storage plus solar plus wind. Or we could be bold and directly move to hydrogen or methanol from hydrogen to cover that remaining 5%. It's not a showstopper by any stretch of the imagination once you actually research this.
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Steve Skojec
Steve Skojec@SteveSkojec·
He’s dead on.
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Kyle Chan
Kyle Chan@kyleichan·
China is the dominant player in components for rotary actuators, which is one of the most critical parts for humanoid robots. New McKinsey report on the humanoid supply chain: mckinsey.com/industries/ind…
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Holger Zschaepitz
Holger Zschaepitz@Schuldensuehner·
Morgan Stanley has again raised its capex forecasts for the five hyperscalers Amazon, Alphabet, Meta, Microsoft, and Oracle. It now expects them to spend about $805bn this year, up from a previous estimate of $765bn. For next year, the forecast has been lifted from $951bn to $1.1TRILLION. To put that into perspective, their 2026 spending alone would be roughly equal to what all non-tech companies in the S&P 500 spent combined in 2025. The expected ~$800bn for 2026 is nearly double 2025 levels and about three times what was spent in 2024.
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Andy Masley
Andy Masley@AndyMasley·
New post on data centers and land use, where I explain why I think we have way too much farmland
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Mother Jones
Mother Jones@MotherJones·
If you are someone who forages for mushrooms and other edibles in wilderness areas, you’d better read this investigation. Your health may depend on it. motherjones.com/politics/2026/…
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Ryan Hass
Ryan Hass@ryanl_hass·
Sharing this @adam_tooze piece on implications of China turning its industrial policy machine toward food self-reliance. Beijing is moving in this direction. Any assumption that US farmers can rely on PRC market long-term for exports merits interrogation. giftarticle.ft.com/giftarticle/ac…
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Ren
Ren@Ren_aramb·
Goldman just put a number on the AI buildout: $7.6T from 2026-2031. They explicitly flag optics as the next “buy out the store” chokepoint after memory. The numbers behind the thesis: +Compute alone is $5.1T of the $7.6T total +Annual AI capex grows from $765B in 2026 to $1.6T in 2031 +Data center cost per MW jumped from $10M (cloud era) to $15-20M (AI era) +A single $50K accelerator depreciates $10K/yr but goes economically obsolete faster than the schedule +NVIDIA’s GB300 NVL72 packs 72 processors per rack, linked by hundreds of thousands of km of cabling In the repot they state: similar episodes of intense, short-term pricing pressure are likely to recur across other critical components such as interconnect, optics, storage, and packaging.” Meaning the same dynamic that just sent memory parabolic is queued up across the entire physical layer of AI infrastructure. The “AI factory of the future” data center will pack 576 GPUs per rack at 500+ kW, requiring liquid-only cooling and millions of GPUs deployed at the >1 GW scale. None of that scales without optics. Memory just ran (still going). Photonics is just warming up. Full disclosure: Goldman is confirming what’s been playing since the late last year. A lot is already priced in. The alpha is front-running institutions, not reading their reports. But $7.6T over 6 years doesn’t get fully priced in 6 months. Plenty of runaway left.
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Matthew Todd 🌏🔥
Matthew Todd 🌏🔥@MrMatthewTodd·
It’s almost amusing listening to @lbc and other media right now discussing politics. The whole world is in denial of what is happening to this planet. They won’t be for very much longer. Every one of us was warned.
James Edward Hansen@DrJamesEHansen

A physics-based analysis concludes that this year will be the warmest, not second warmest. In any case, we can learn something about climate change. See 2026 On Track for Warmest Year – mailchi.mp/caa/2026-on-tr… Also available on Substack: jimehansen.substack.com/p/2026-on-trac…

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Ramit Sethi
Ramit Sethi@ramit·
I respect that farmers had the right to vote for what they believed in I also respect that they are now facing the consequences of their adult decision I’m not interested in fawning profiles of how noble they are. You voted for this, you got it
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Real Climate Info
Real Climate Info@Orakelvanalles·
@EnergyEmpirePod Arguably, being one of the first die hard supporters of Tesla did more to pivot to clean tech than anything either of these two guys ever did. That would be me.
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Energy Empire Podcast
Energy Empire Podcast@EnergyEmpirePod·
Jigar Shah's beef with Bill Gates: when clean tech didn't take off, Gates blamed the technology. Not the permitting. Not utilities blocking grid connections. The technology.⁣ ⁣ That framing set the industry back — and Shah has been fighting it ever since.
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Chris Gloninger, CCM, CBM
Chris Gloninger, CCM, CBM@ChrisGloninger·
Jim Steele just spelled "86 Gloninger" in shells on X. He knows I received a death threat for my climate work. It's documented. I fact-checked his Heartland talk. 20 false claims. He responded with a threat and a slur. #ClimateChange
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Institut für Realitätsabgleich
Suchen Sie bitte die deutschen Elektroautos in der Liste der weltweit meist verkauften. Ach ja: Und immer fest an die Botschaft glauben, dass niemand Teslas kauft.
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Cory Archibald
Cory Archibald@CMArchibald·
it's genocide ( @amnesty ) it's genocide ( @hrw ) it's genocide ( @btselem ) it's genocide ( @MSF ) it's genocide (IAGS) it's genocide ( @alhaq_org ) it's genocide ( @UNHumanRights ) it's genocide ( @UN_HRC ) it's genocide ( @pchrgaza ) it's genocide ( @AlMezanCenter ) it's genocide ( @WarOnWant ) it's genocide ( @PHRIsrael ) it's genocide ( @fidh_en ) it's genocide (PHROC) it's genocide ( @LemkinInstitute ) it's genocide ( @theCCR ) it's genocide ( @ECCHRBerlin ) it's genocide ( @unitedforrights ) it's genocide ( @JURDIasso ) it's genocide ( @TheElders ) it's genocide ( @Oxfam ) "What is going on in Gaza" is not genocide but a secret second thing I cannot name. ( @MHurabiell )
Marie Hurabiell for Congress@MHurabiell

What is going on in Gaza is heartbreaking and must be addressed but it is not a genocide.

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Gandalv
Gandalv@Microinteracti1·
Germany is not hosting American troops. It is hosting American power. Amplifying it. Projecting it across three continents. And now, for the first time with real legal and political weight behind it, voices inside Germany are beginning to say out loud: Berlin could shut down every American base on German soil. A fiber-optic cable runs beneath Ramstein Air Base. It carries a signal from a drone pilot in Nevada to an armed aircraft over Yemen. Fraction of a second. Precision. Control. That cable sits on German soil. Cut it, and the strikes do not miss. They simply cannot happen. This week Washington punished Berlin for telling the truth about the Iran war. Five thousand troops withdrawn. A presidential post calling Germany a failure. The language of a tenant who has forgotten whose name is on the deed. Because Berlin can end all of it. Not the 5,000. All 36,436. Every soldier, every satellite dish, every signal passing through German soil on its way to a target over Africa or the Middle East. Spain tore it up. Italy said no. Germany has not moved yet. But it is thinking about it. And what it is thinking about is this: Germany holds the one thing that separates America from every other country on earth. The ability to project military force across three continents simultaneously. Take away the European staging ground and the United States becomes what every other nation in the Western Hemisphere already is. Large. Armed. And unable to reach anyone who does not live next door. open.substack.com/pub/gandalv/p/…
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