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@SomeoneFromTh10

Bored by permabulls and permabears. Investing is an art. Investor, analysing the world for fun. Wrong most of the time 🤷‍♂️

Katılım Ocak 2019
109 Takip Edilen114 Takipçiler
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whatever@SomeoneFromTh10·
@NotHeImHim @Faytuks Somehow their chain of command only fails when convenient. They seems to be perfectly capable of coordinating when it suits them
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Tony
Tony@NotHeImHim·
@Faytuks Guess the IRGC still hasn't gotten the ceasefire notice, lets give them another 48 hours to update their stances without starting war
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Faytuks News
Faytuks News@Faytuks·
BREAKING: Saudi Arabia’s vital east-west oil pipeline carrying crude from the Gulf to the Red Sea for export has been attacked, according to two people familiar with the matter. -FT
Faytuks News tweet media
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whatever@SomeoneFromTh10·
@Rebel44CZ Somehow their chain of command only fails when convenient. They seems to be perfectly capable of coordinating when it suits them
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whatever@SomeoneFromTh10·
@hey_itsmyturn Nice ceasefire you have there lol Was more peaceful during war
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Shin@hey_itsmyturn·
NOW - BM Launch detected from Iran towards southern #Israel 🇮🇱
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whatever@SomeoneFromTh10·
@Nutza69 @Peter_Fitz Because they are expanding their nuclear weapons program. They target 100 new nukes per year. Takes a lot of enrichment capacity
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Peter FitzSimons
Peter FitzSimons@Peter_Fitz·
Yes, mate. Just amazing. All those scientists, engineers and the entire investment community, not to mention China - they all got it wrong on batteries. And only you realised it. Who'd'a thunk it?
mark meaton@mark73050128

@Peter_Fitz We should have built nuclear but all those boomers think batteries produce power and fail to understand storage and generation

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Dirk Laurenz
Dirk Laurenz@DirkLaurenz·
Deutschland gibt im langjährigen Schnitt 81 Mrd. € jährlich für den Import fossiler Energieträger aus – Geld, das dauerhaft ins Ausland fließt. Zum Vergleich: Bei aktuellen Kosten von rund 350 €/kWh für schlüsselfertige Großspeicher könnte man davon theoretisch rund 230 GWh
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whatever@SomeoneFromTh10·
@Markusri8i @DirkLaurenz Doch nicht die Jahresproduktion 🤣 Stunden, Tage und eventuell Wochen? Ja. Monate, Jahre? Nein
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Markus@Markusri8i·
@SomeoneFromTh10 @DirkLaurenz Natürlich 130.000 GWh. Ich habe die für 2030 vorgesehene Speichermöglichkeit ins Verhältnis zum Verbrauch gesetzt nichts weiter. Jedoch: Dass niemand vor hat diesen Strom zu speichern und einzuspeisen ist absoluter Unfug. Das wird seit 10 Jahren gefordert.
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whatever@SomeoneFromTh10·
@Markusri8i @DirkLaurenz 130 TWh sind 130.000 GWh... Und niemand hat vor einen Jahresverbrauch einzuspeichern ...
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whatever@SomeoneFromTh10·
@EhrmantrautCap_ @jjor240 @Faytuks Liberating the people would have been the preferred option. Since the regime does not care about anything other than themselves, it will take a detour of a few years, unfortunately. Iranians will be free in the end
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Ehrmantraut Capital
Ehrmantraut Capital@EhrmantrautCap_·
@jjor240 @Faytuks Ah so it was not about liberating Iranians at all, shocking. And it's not going to be a good option if Iran disrupts oil and gas flows in the Middle-East for the coming years.
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Faytuks News
Faytuks News@Faytuks·
The Israeli Air Force has attacked several "key bridges" across Iran to prevent the Revolutionary Guards from being able to transfer weapons, according to Channel 12 Sharg Daily says the Kashan railway bridge was among the targets.
Faytuks News tweet media
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Markus@Markusri8i·
@DirkLaurenz Um 100 GWh zu speichern bei einer Entladeddauer von 4 Std. brauchen sie 400GWh. Lithium: Ca. 38.000 bis 48.000t Graphit: Ca. 340.000 bis 450.000t Kupfer: Ca. 120.000 bis 160.000t Aluminium: Ca. 150.000 bis 200.000t Woher nehmen und kenne Sie die aktuellen Preise?
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whatever@SomeoneFromTh10·
@Nutza69 @Peter_Fitz Bro they have only 60 operational in total. New additions (GW): 2019 = 2 2020 = 2 2021 = 2 2022 = 3 2023 = 1 2024 = 3 2025 = 1 Around 2GW per year. Even if they increase to 10GW per year it wouldn't make a dent compared to the 500GW of renewables they build every year
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Armchair Admiral 🇬🇧
Armchair Admiral 🇬🇧@ArmchairAdml·
#USAF United States Air Force 20:00 - AGREE 11 1x MC-130J inbound RAF Mildenhall, working Tower on 122.550
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whatever@SomeoneFromTh10·
@JohnnyMcnuke @Gior8g @TchnlgclSnglrt @BirthGauge I think we are underestimating the economic toll high population densities and resource limitations have. We may very well be looking at a wonder future with much more abundance per person. Especially as AI and robotics automate things and resources become the new bottleneck.
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Johnny McNuke
Johnny McNuke@JohnnyMcnuke·
@SomeoneFromTh10 @Gior8g @TchnlgclSnglrt @BirthGauge With Russia, the problem is that birth rates stayed low while life expectancy continued to rise from ~65 in the 90s, to 74 now. Had it stayed the same, they would have ~20 million less people, but a median age of ~37. As for the future, time will tell, for now it looks bleak.
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Birth Gauge
Birth Gauge@BirthGauge·
According to official figures, the TFR of Taiwan in 2025 turned out to be 0.695 children per woman.
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whatever@SomeoneFromTh10·
@JohnnyMcnuke @Gior8g @TchnlgclSnglrt @BirthGauge As you said, this was when it BEGAN. You can't have low median age with declining population for more than 1 generation. This is something we have to learn living with, because it is mathematically impossible to avoid. One could argue it's an easier challenge than overpopulation
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Johnny McNuke
Johnny McNuke@JohnnyMcnuke·
@SomeoneFromTh10 @Gior8g @TchnlgclSnglrt @BirthGauge The difference is that the high life expectancy of today means you have too many dependants at the top of the pyramid. The bulk of declining populations in the past was likely still in their 30s. Example: Russia when it began losing people in 1992. The median age was still 34:
Johnny McNuke tweet media
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whatever@SomeoneFromTh10·
@JohnnyMcnuke @Gior8g @TchnlgclSnglrt @BirthGauge While I see the point, clearly populations can not keep growing forever. And a shrinking population will by definion always have a "bad structure". There is no escaping mathematically
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Johnny McNuke
Johnny McNuke@JohnnyMcnuke·
@Gior8g @TchnlgclSnglrt @BirthGauge Population structure arguably matters more than population size, you're pretty fucked if your population is declining and simultaneously the median age is like 55.
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whatever@SomeoneFromTh10·
@Tf4yThomas @0_7_user Sie liegt darin dass wir immernoch abhängig an importierter Energie sind statt auf Elektromotoren umzubauen. 100% unsere eigene Schuld. Kann man nicht auf den Krieg schieben
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Goaßlschnalzer
Goaßlschnalzer@Tf4yThomas·
@0_7_user Doch das ist für die Bauern schon schlimm aber die Ursache liegt diesmal woanders !
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0⚡7@0_7_user·
Dieselpreis 2,51 Euro der Liter. Halb so wild, wenn kein Grüner schuld ist und so lange die Bild nicht berichtet. Bauern 😴😴😴
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whatever@SomeoneFromTh10·
@StaffanReveman @AxelFlasbarth Ihre eigene Grafik zeigt null Fortschritt bei Atomenergie in 50 Jahren und exponentiellen Ausbau der Erneuerbaren
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Axel Flasbarth
Axel Flasbarth@AxelFlasbarth·
Das ist mal eine Kurve.
Axel Flasbarth tweet media
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whatever@SomeoneFromTh10·
@Nutza69 @Peter_Fitz They are building about 2GW of nuclear per year. In comparison: - 300GW of Solar per year - 120GW of Wind per year The only reason they are building nuclear is to advance their nuclear weapons program. It has nothing to do with energy investments
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David Brookes
David Brookes@Nutza69·
@Peter_Fitz China is building 38 new nuclear plants wonder why with all their Batteries Who'd Thunk it????
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whatever@SomeoneFromTh10·
@nature4nukes @RobertBoni6 Was bringt es uns jetzt in Atomkraft zu investieren was nicht vor 2050 irgendeinen Strom produzieren wird? Die relevanten Jahre sind doch die nächsten 5-10. Danach gibt es eh mehr als genug Energie und zwar flächendeckend
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Laura Bauer
Laura Bauer@nature4nukes·
@RobertBoni6 0 auf 44% ist Wahnsinn! Aber Atom ist kein Fossil. Wir brauchen Speicher für die Spitzenlast und Kernkraft für die Grundlast.
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Robert B. #taxtherich #niemehrCDUCSU
die 4. Grösste Weltwirtschaft schafft es ihren Strombedarf am Abend und in der Nacht kurzfristig mit bis zu 44% über Batteriegrossspeicher zu decken. Vor 4 Jahren waren das noch 0% Aber klar die Alternative ist nur Atomkraft & Gaskraftwerke 🤦‍♂️🤡 - Neoliberale fossile Spinnereien
Chris Meder@EVCurveFuturist

California: A year ago: ~20% of evening peak Now: ~44% Solar floods midday → stored → discharged into the hardest hours. Batteries aren’t backup anymore — they’re replacing gas peakers in real time. This is how the grid flips. #Bettrification reneweconomy.com.au/grid-batteries…

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