Vic TheLooser
1.9K posts
@WandersWithVik
Just a human trying to do his best.
@7Kiwi @C255Josh We are, we have just become more efficent. Electricity means we use less energy, as 1GWh of gas corresponds to between 0.6 and 0.3GWh of electricity. Each GWh of gas we replace with renewables is worth 2-3x as much energy.
Germany's electricity mix, 2000 vs 2025: Renewables: 6% → 62% Fossil fuels: 62% → 36% Nuclear: 30% → 0% Nuclear's exit was filled by renewables, not coal or gas. Want more of this content + more detail and links to sources? Subscribe to my Substack: @janrosenow" target="_blank" rel="nofollow noopener">substack.com/@janrosenow
1. Germany made the mistake of shutting down nuclear, but still brought down emissions from power. 2. Germany would have done even better if they'd kept nuclear running. Would be close to zero electricity emissions now.
Chemical Sector Q4 FY26 Snapshot: Growth with Margin Discipline Specialty chemical players are showing strong earnings momentum, capacity expansion, and a clear shift toward high-margin, value-added segments despite global cost pressures. Select companies with strong capex pipelines, backward integration, and export tailwinds remain best positioned for the next growth cycle.
if you're new to actuators, study these companies: strain-wave reducers (rotary transmission): - Harmonic Drive Systems, Japan - Leaderdrive, China - Green Harmonic, China planetary roller screws (linear transmission): - Rollvis, Switzerland - Schaeffler / Ewellix, Germany - SKF, Sweden frameless BLDC motors: - Kollmorgen, US - maxon, Switzerland - TQ-RoboDrive, Germany - CubeMars, China bearings: - THK, Japan - IKO, Japan torque sensors: - ATI Industrial, US - FUTEK, US complete actuator modules: - Hyundai Mobis, Korea - Apptronik, US - Unitree, China - AgiBot, China encoders: - RLS / Renishaw, UK - Celera Motion, US Japan, China, Switzerland, Germany dominate let me know who im missing
Second consecutive month of debt sales by FPIs too - 10K cr sold:
JUST IN: Pakistan activates a transit corridor with Iran—goods now flow via Gwadar, Karachi & Port Qasim to Taftan and Gabd. With Jebel Ali disrupted, Iran is shifting imports to Pakistani ports. The mediator is now also sustaining the economy—this isn’t minor, it’s indispensable
Iran has replaced its reliance on UAE ports with Pakistani ports, specially Gwadar, as part of efforts to enhance the supply-chain security. This decision comes after years of Iran depending on UAE port especially Jebel Ali Port to handle the majority of its imports and transit
New @thepeelpod with @jimbelosic Jim bootstrapped @sendcutsend to a $140 million revenue run rate in eight years. We talk building a sheet metal manufacturing business in the US, creative ways he financed the company early on, using speed, trust, and software to compete with overseas competitors, lessons from restaurants, and why you can’t run factories from a spreadsheet. Thank you to @Numeral, @FlexSuperApp, and @Amplitude_HQ for supporting this episode! Timestamps: 0:16 Automating sheet metal manufacturing 5:59 Zero to $140 million ARR in 8 years 7:58 Acquiring a $750k laser with $0 13:38 Automating factories is like baking cookies 15:17 Being legible to capital 17:31 Unlocking custom, low order manufacturing with software 20:00 Building more factories instead of selling the software 24:50 Run your company like a lemonade stand 28:30 Raising an angel round in 2021 as a safety net 33:21 SendCutSend’s unique bottoms-up GTM 38:24 Fun coupons 40:12 Building a moat with speed and trust 45:55 How US factories can beat China 47:40 Gaslight product launches 52:05 Lessons from non-manufacturing businesses 55:19 You can’t run a factory from a spreadsheet 58:10 Using data in manufacturing 59:50 Lessons from Factorio 1:03:17 Unlocking a negative cash conversion cycle 1:06:14 You need to resist automating everything 1:13:51 Surviving COVID with six weeks of cash 1:15:47 Solving the US skilled labor shortage 1:26:17 Teaching kids about manufacturing
By 2030 india would have more than 300 MTPA steel manufacturing capacity 😍😍 Double in 6 years BTW From 1500 MTPA in 2024
