₿aumanns retweetledi
₿aumanns
845 posts
This is not to downplay the impact that this new oil&gas crisis is having in Pakistan and in many other countries, but it's showing how much of a difference solar was able to make in just a couple of years, making the current situation much better than it would be otherwise.
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New from us: how Pakistan's solar boom is dampening the impact of the Hormuz crisis on the country. Solar power allowed LNG&diesel imports to fall after the previous gas crisis in 2021-22, with the solar boom set to avoid $7bn in fossil fuel import costs this year.
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January: "Tesla is done in Europe, it's @elonmusk's fault"
February: "It's done, I said. Volkswagen is still outselling Tesla EVs, cumulatively"
March: .......... 🦗
(or fallback: talk of Jan-Feb to make it fit their narrative)
Roland Pircher@piloly
In Europe, when it comes to BEV sales in the daily reporting markets combined, Tesla is the best-selling brand. 🇬🇧🇳🇴🇳🇱🇩🇰🇪🇸🇸🇪
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The US ethanol standard is arguably the worst current policy on the books.
We waste ~35M acres on a crop that extracts and destroys our soil, pollutes our rivers and air, worsens our food supply, all while subsidizing oligarchies like John Deere, Monsanto, Syngenta, Cargill, and the oil industry, and it doesn't even lower carbon emissions.
Imagine if instead we used those acres for widespread regenerative agriculture, animals actually living on the land, under and around perennial crops that produce actual nutrition, cleaning our waterways while promoting biodiversity, while simultaneously increasing wild and protected lands and public recreation areas.
A society built around life, not corn.
Jason,@jasonc_nc
Effectively all growth in corn production over the last 20 years is for ethanol. ~20 million acres of conservation land, grassland, and soybean rotation was turned into corn monoculture that effectively strip mines the topsoil. Meanwhile it’s the most fertilizer dependent crop with only a 40% uptake rate. So ~1.7 million tons of nitrogen runoff flows into the Mississippi basin annually while also polluting their own water supplies. This runoff ends up expanding the Gulf deadzone, which is also where 40% of domestic seafood comes from. It’s hard to find a worse way to create fuel, with a wicked level of waste and downstream consequences.
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Mehrheit der Ständeräte wählen Sackgasse mit teuren AKW, die nur mit hohen Subventionen und viel zu spät gebaut werden könnten.
Reto Keller@RetoBKeller
⚡ Ständerat stimmt zu: Neubauverbot für KKW fällt ✅ 🙏 Danke an unsere Schwyzer Ständeräte! 💡 Mehr Versorgungssicherheit & stabilere Strompreise für die Zukunft ⚛️⚡
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₿aumanns retweetledi
AKWs zu bauen ist teuer - und teurer als erwartet - und dauert deutlich länger als ursprünglich geplant.
Es macht einfach mehr Sinn in andere Lösungen zu investieren, als bspw. zu ein AKW für 2030 zu planen für 4 Mrd. €, das dann 20 Mrd. € kostet und erst 2044 fertig ist.
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Carnegie Endowment@CarnegieEndow
With the Strait of Hormuz almost entirely closed, fertilizer producers face major disruptions during a critical time of planting season. @noah_gordon_ and Lucy Corthell break down the potential strain on the global food system: carnegieendowment.org/emissary/2026/…
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₿aumanns retweetledi
Cars are why oil is so geopolitically consequential.
Electric cars will crush that demand. Without demand from cars, providing enough oil (or alternatives) for everything else is trivial.
Elon Musk@elonmusk
China is rapidly reducing dependence on oil
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@EricBalchunas What's the deal with $FBTC lately?
Why the outsized outflows in 2026 compared to peers like $IBIT?
Is it the investor mix:
FBTC leans heavier retail, while IBIT skews institutional?
Retail sells quicker in chop; institutions buy the dip.
Thoughts?
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Another solid inflow day for the bitcoin ETFs. Almost all now net positive flows YTD. Amazing considering it's down 22% on year, 50% total decline. Crypto Twitter: call your parents, tell them thank you and that you love them and that you totally underestimated their hands.
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₿aumanns retweetledi
Seems like solar and batteries are still doing well in the power grid.
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Chatted with a water resource economist at an event in California yesterday.
The state’s water “shortage” really is one of the most unforced errors in policymaking.
Key stats:
- farmers use 80% of the developed water supply
- residents use 20%
- cities pay ~20x higher prices (!) for water than farmers (~$722/acre-foot vs ~$36/acre-foot)
- some of the biggest agricultural districts in the state pay literally $0 for their water
- meanwhile agriculture accounts for just ~2% of California’s economy
It’s crazy that politicians tell residents to take shorter showers or get rid of their lawns instead of just charging farmers the market price for their water usage.
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Someone explain what this means for Bitcoin
Tim Pool@Timcast
the US is about to get utterly obliterated on trade negotiations SCOTUS has stripped all leverage from the Trump admin
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1. $NVDA 10%
2. $TSM 7%
3. $AVGO 7%
4. $AMZN 7%
5. $MSFT 6%
6. $AAPL 6%
7. $PLTR 6%
8. $GOOGL 6%
9. $META 5%
10. $CEG 5%
11. $ASML 5%
12. $COST 5%
13. $LVMUY 5%
14. $CCJ 4%
15. $RKLB 4%
16. $VRT 4%
17. $ETN 3%
Remember even if all solar was in solar farms and none on rooftops, it would still only cover much less than 1% of the UK’s agricultural land. Golf courses cover a larger area.
BBC Politics@BBCPolitics
More solar farms on the way after record renewables auction bbc.in/4qnKxsV
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This guy is never right. Solar is not built on prime farmland in the U.K., and even if all solar was built on land instead of rooftops, it would still cover much less than 1% of U.K. agricultural land. It’s daft to claim that would make any significant difference to food supply.
James Melville 🚜@JamesMelville
Mass-scale solar panels on prime farmland shouldn’t ever be approved and developed. As well as destroying scenic countryside, it reduces domestic food supply. Put solar panels on brownfields, car parks and roofs instead.
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Bitcoin miners in Texas are helping stabilize the grid with demand response.
Garrett Golding@gjgolding
Monday AM: -Electricity load is coming in WAY below forecast; school/work closings, weather miss, demand response, combination TBD -Batteries unleashed, 7GW and rising (both TX nuke plants produce 5GW together) -Impressive performance from gas plants throughout this whole event
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₿aumanns retweetledi
Insurance is half price when Tesla self-driving is activated, because it increases safety so much
Sawyer Merritt@SawyerMerritt
NEWS: U.S. insurer Lemonade has announced that it will offer a 50% rate cut for drivers of @Tesla vehicles when FSD is steering because it had data showing it reduced accidents. “A car that sees 360 degrees, never gets drowsy, and reacts in milliseconds can’t be compared to a human. Beyond the product announcement today, we’re also announcing our commitment to the Tesla community – the safer FSD software becomes, the more our prices will drop,” said Shai Wininger, co-founder and president at Lemonade.
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