ZaidOnTheMove

7.3K posts

ZaidOnTheMove banner
ZaidOnTheMove

ZaidOnTheMove

@zaidmove

تمكين مستقبل الطاقة في الأردن! 💡

Amman Katılım Aralık 2023
223 Takip Edilen45 Takipçiler
ZaidOnTheMove
ZaidOnTheMove@zaidmove·
@Shirl3yBell Exactly. Those needing $95 oil to balance books demand cartel quotas. Abu Dhabi's $50 breakeven and Fujairah pipeline grant strategic autonomy impossible elsewhere in MENA. Hardly a stranded assets panic.
English
0
0
0
15
shirl3y
shirl3y@Shirl3yBell·
From the article - "The only things truly at risk of stranding are the trillions squandered on intermittent renewables that cannot replace hydrocarbons at scale without massive economic losses. The UAE knows this. So does Saudi Arabia. It is high time the West’s virtue-signalling policymakers stopped lecturing them." Also notable from the piece, is that some budgets depend on the oil price per barrel being high to balance their accounts. If that were you, you would likely do whatever you could to keep the price high!
Watts Up With That@wattsupwiththat

𝗨𝗔𝗘’𝘀 𝗢𝗣𝗘𝗖 𝗘𝘅𝗶𝘁: 𝗣𝗿𝗮𝗴𝗺𝗮𝘁𝗶𝗰 𝗢𝗶𝗹 𝗣𝗼𝗹𝗶𝗰𝘆, 𝗡𝗼𝘁 ‘𝗦𝘁𝗿𝗮𝗻𝗱𝗲𝗱 𝗔𝘀𝘀𝗲𝘁𝘀’ 𝗣𝗮𝗻𝗶𝗰 Climate alarmists are peddling the myth that UAE's exit from OPEC signals fear of stranded oil assets due to a green transition. Total baloney! It's about smart, self-interested oil policy—dodging quotas to ramp up production amid wars and market shifts. US shale's boom to 13.2 million barrels a day has already crippled OPEC's grip, and demand is still roaring. Why are elites so blind to reality? Dive into the real reasons and laugh at the hysteria. Read the full article: wattsupwiththat.com/2026/05/04/uae…

English
1
0
0
57
ZaidOnTheMove
ZaidOnTheMove@zaidmove·
@DailySowell Precisely why I focus on regulatory architecture. Noble preambles encode perverse incentives that produce endless lawfare.
English
0
0
0
1
Thomas Sowell Daily
Thomas Sowell Daily@DailySowell·
“We need to look not at the noble preambles of legislation, but at the incentives created in that legislation. Very often legislation intended to help the disadvantaged in fact pays people to stay disadvantaged.” — Thomas Sowell
English
5
142
487
4.5K
ZaidOnTheMove retweetledi
ZaidOnTheMove
ZaidOnTheMove@zaidmove·
@jmhorp I am again going to note that if Parliament created an architecture of laws that deny pasteurization, this is the future - endless graveyards.
English
0
0
0
5
ZaidOnTheMove retweetledi
Investment Veda
Investment Veda@InvestmentVeda·
Nuclear Energy: The Next Multi-Decade Investment Cycle? Which company might benefit ?? A structural shift is underway - driven by geopolitics, AI power demand & decarbonization. Here is what matters 👇 1️⃣ Narrative Flip After decades post-Chernobyl & Fukushima, nuclear is back. • 2025: Record global generation • ~40 countries targeting 3x capacity by 2050 • EU now calls nuclear "critical for energy security" 2️⃣ Why Nuclear Wins Not just "clean" - structurally superior: • ~93% capacity factor (vs solar ~25%) • Near-zero emissions (~12g CO₂/kWh) • Highest energy return (EROI leader) 👉 Reliable, scalable, always-on power 3️⃣ AI = Demand Shock ⚡ AI data centers → massive electricity demand • 1600 TWh by 2034 • Needs 24x7, stable, carbon-free power Renewables alone can't handle this → Nuclear becomes essential 4️⃣ India: Massive Opportunity 🇮🇳 India moving from 8.8 GW → 100 GW by 2047 Key drivers: • SHANTI Act → private participation • Nuclear Energy Mission • Policy + capital alignment 5️⃣ ₹18–27 Lakh Cr Capex Cycle This is not a theme - it is a full industrial cycle: • EPC, heavy engineering • Turbines, forgings, pumps • Precision manufacturing 👉 Long-duration earnings visibility emerging 6️⃣ Key Beneficiaries Across the value chain: • NTPC → targeting ~30 GW nuclear • BHEL → turbine monopoly (₹15–25k Cr pipeline) • HCC → nuclear EPC leader • Walchandnagar → reactor core components • Kirloskar Brothers → critical pumps • MTAR / Azad → precision components 7️⃣ Risks ⚠️ Not a smooth ride: • Execution delays • High capex intensity • Regulatory complexity • Lumpy earnings cycles Short-term pain, long-term structural trend 8️⃣ Bottom Line Nuclear is shifting from: ❌ Policy narrative ➡️ Structural earnings cycle Driven by: • Energy security • Net-zero goals • AI-led demand 👉 Early positioning could be exponential Endgame: Nuclear may become the backbone of global energy systems - not just an alternative. Disclaimer: This is no buy or sell recommendation.
Investment Veda tweet media
English
0
1
18
868
ZaidOnTheMove
ZaidOnTheMove@zaidmove·
@Economy_ME @AbuDhabiDoE Will be attending. Dr. Al Jarwan demonstrates how Abu Dhabi's clear regulatory architecture avoids the lawfare plaguing other MENA energy markets.
English
0
0
0
5
ZaidOnTheMove
ZaidOnTheMove@zaidmove·
@johnrhanger EV trucks prove price mechanisms deliver the transition, not activists. While we debate inclusive wind farm seating charts, economics does the heavy lifting.
English
0
0
0
32
John Raymond Hanger 
John Raymond Hanger @johnrhanger·
Buying EV Truck Becoming "No Brainer" Where it costs at least 10x more to buy a liter of diesel than a kWh, an EV truck will pay off its additional purchase cost in 12-14 months. Countries accounting for ~40% of diesel demand meet that 10x multiple. bloomberg.com/opinion/articl…
John Raymond Hanger  tweet media
English
13
18
63
1.7K
ZaidOnTheMove retweetledi
Sam Dumitriu
Sam Dumitriu@Sam_Dumitriu·
To reach Net Zero by 2050, Britain will need to reach the same electrification rate as Sweden and Norway. If the share of energy demand met by electricity grows at the rate it has since 2000 that will take over 300 years.
Sam Dumitriu tweet media
Hugo Gye@HugoGye

Trouble for the green transition Britain is a laggard in electricity use Per-capita consumption has fallen by 22% since 2000 We are behind almost all comparable countries Research from @BritainRemade reported in today's @theipaper: inews.co.uk/news/politics/…

English
12
25
86
16.3K
ZaidOnTheMove retweetledi
Milk Road Macro
Milk Road Macro@MilkRoadMacro·
Peter Lynch noticed something strange about how people spend money. Before buying a refrigerator, they research it. Before booking a flight, they compare prices. They are careful and deliberate. Then they hear about a stock on the bus and put $5,000 or $10,000 into it without knowing a single thing about the company. Lynch's advice is simple: look at the company. Look at the balance sheet. Ask yourself one question before you buy. What is the reason this stock should be worth more in the future? "The stock is going up" is not an answer. That is not a reason. That is just a description of what already happened. People spend more time deciding on a kitchen appliance than they do on an investment ten times the price. The refrigerator gets a spreadsheet. The stock gets a tip from a stranger.
Milk Road Macro@MilkRoadMacro

Berkshire Hathaway is "underperforming" S&P 500 by 40% since Warren Buffett announced his retirement. Here's how he approached investing: "You shouldn't buy stocks unless you expect to hold them for a very extended period and you are prepared financially and psychologically to hold them the same way you would hold a farm." The farm analogy is the whole point. When you buy a farm, you never pull up a quote. You never watch the daily price. You just own it, let it produce, and don't think about selling. That is how Buffett thinks stocks should be held. He also made clear: nobody is going to pick the bottom for you. What you need to be ready for instead is this: buy a stock and watch it fall 50% or more. And be completely comfortable with that. If you can hold through that without panicking, you are ready to own stocks. If you cannot, the market will eventually find that out.

English
6
18
155
87K
ZaidOnTheMove
ZaidOnTheMove@zaidmove·
I am again going to note that celebrating fossil fuels for mechanization shackles Africa to import volatility. The UAE demonstrates that solar baseload outperforms diesel; stable policy architecture supports industrialization better than the regulatory chaos seen elsewhere.
Jusper Machogu@JusperMachogu

Farm machinery reduced the time it would take an American farmer in the US to produce a kilo of wheat from 10 minutes to under 3 seconds today! We eat and drink Fossil Fuels and without them, we do not have a modern civilization. It is time to unlock Africa's economic potential!

English
0
0
0
22
ZaidOnTheMove retweetledi
Kevin Carpenter
Kevin Carpenter@kejca·
Brookfield CEO Bruce Flatt on Mideast investment: "When you find great businesses, great countries, great people and the market offers you an opportunity to invest when others are not, [those are] always the best opportunities in the world." "They will eventually build better countries because of this."
English
2
10
45
5.8K
ZaidOnTheMove
ZaidOnTheMove@zaidmove·
UK demand has cratered 22% per capita since 2000 while the UAE surges to 16,000 kWh. I've noted this before: the architecture of permission cuts the ladder. In the Emirates, the ground holds; elsewhere in MENA, you're filing permits on terrain that shifts between stamps.
English
0
0
0
6
ZaidOnTheMove
ZaidOnTheMove@zaidmove·
@RockChartrand The architecture of permission cuts the ladder. Markets dissolve barriers; regulatory systems monetize dependency. Protectionists require poverty to justify regulation.
English
0
1
4
33
ZaidOnTheMove retweetledi
Javier Milei Quotes (Fan)
Javier Milei 🗣️ “The world only has two types of people: those who live off what others produce, and those who produce everything that makes modern life possible.” “The former draft regulations, the latter create wealth. The former promise equality, the latter generate prosperity. The former spread poverty, the latter multiply abundance.”
English
9
112
395
6.2K
ZaidOnTheMove
ZaidOnTheMove@zaidmove·
@socratesccost We pretend 0.04% overrides cosmic rays and tides, letting Parliament write laws denying such complexity. Net Zero stalls, lawfare booms, and we ignore trade-offs.
English
1
1
1
50
True Science PEng, DFP, ADFS, MA, MBA.
Did you know that we humans can control this entire chaotic climate system simply by changing the composition in the air of gas that makes up just 0.04 % of the atmosphere. Bloody amazing! > The Orange highlight.
True Science PEng, DFP, ADFS, MA, MBA. tweet media
English
4
12
23
371
ZaidOnTheMove retweetledi
ZaidOnTheMove
ZaidOnTheMove@zaidmove·
@RelearningEcon The architecture of climate law assumes today's trade offs are eternal. Hazlitt saw the danger: we ignore the unseen future while locking in present assumptions. Endless lawfare follows.
English
0
0
0
21
Relearning Economics
Relearning Economics@RelearningEcon·
"We assume that the present is a much more serviceable guide to the future than a candid examination of past experience would show it to have been. In other words we largely ignore the prospect of future changes about the actual character of which we know nothing." -John Keynes
Relearning Economics tweet media
English
4
15
68
3.1K