Fouvry GraphFinancials

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Fouvry GraphFinancials

Fouvry GraphFinancials

@GraphCall

Connect the Financial dots. Analysis organized & presented in proprietary big-data & augmented web. Patent US 11,327,775 B2 ex hedgie 👇 get a free account

加入时间 Mart 2016
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Fouvry GraphFinancials
Fouvry GraphFinancials@GraphCall·
1/20 PROVING THAT BITCOIN IS A LIQUIDITY DECOY WITH SIMPLE DIFF EQUATIONS. “HODL” on to your socks. (a bit technical) ALSO The Fed is semi-lying, in fact, about “We would lose control of interest rates without IOR.” docs.google.com/document/d/1n1…
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Jason Johnson
Jason Johnson@je41493029·
@PeterBerezinBCA You really think republicans driving Ford F150s are going to adopt driving a Tesla or other electric vehicle? I don’t think so
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Peter Berezin
Peter Berezin@PeterBerezinBCA·
The irony is that this oil shock is very bearish for oil down the road because it is going to supercharge demand for EVs.
Peter Berezin tweet media
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Kathleen Tyson
Kathleen Tyson@Kathleen_Tyson_·
@seanpaulkelley Global famine in many ill-prepared states from stoppage of fertilizer exports from the Gulf too.
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Sean Paul Kelley
Sean Paul Kelley@seanpaulkelley·
So, the end of this credit cycle will include the following macro events: housing crash, credit crisis, energy shock, AI bubble burst and at least one Too Big To Fail will fail, just as Lehman Bros and AIG did in 2008. Wow, that's almost a perfect storm. Am I missing anything @Kathleen_Tyson_ ?
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Fouvry GraphFinancials
Or you invested in green-hydrogen powered ammonia facility ahead of time and their electrolysers. Making a s**** load of money while helping fighting the Abrahamic - religions- lunatics induced problems . 😍 Those people are a liability to the world. Nobody sane gives a shit about their "God" 🙄 They should be put in psychiatric facilities. Or call Hadrian 2.0 to flatten all three Abrahamic religions fanatic activists? China ?🤔
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NotAnotherName
NotAnotherName@N1otAnotherName·
@Electroversenet @grok Is it true that wind and solar power were the main cause of the collapse of the spanish electricity grid 2025?
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Electroverse
Electroverse@Electroversenet·
Europe's official grid authority has released its report on the nationwide blackout that hit Spain last year. And while the report treads carefully politically, its data make the cause clear. Wind and solar triggered the collapse. Within the first 80 seconds, Spain lost 2.5 GW of generation, around 10% of its national supply, with every MW of that early loss coming from renewables. Gas and hydro remained stable until the cascade was already underway. The report calls it an unprecedented speed of blackout. This was a textbook inverter chain failure, with renewables dropping so fast that the grid's stabilizers never had time to react. By midday, Spain's grid had virtually no inertia, nothing spinning fast enough to hold frequency steady. But to admit that outright would mean questioning Europe's green transition itself, something the report appears unable to do. So the event is officially described as "a rare local disturbance," rather than what it actually was... A systemic failure of weather-dependent power.
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Lance Lachlan ✌🏻
Lance Lachlan ✌🏻@lancelachlan·
That claim about Spain’s blackout being caused by wind and solar is misleading. The official investigations found the collapse was triggered by voltage instability and a cascading grid failure. Multiple generators disconnected rapidly, but it wasn’t simply “renewables dropping off.” Grid protection systems, voltage control issues and limited stabilising generation all played roles. Yes, modern grids with high levels of wind and solar have lower mechanical inertia, which means disturbances can spread faster if the system isn’t properly balanced. But that’s a grid design and management issue, not proof that renewables themselves “caused” the blackout. In fact, Spain has operated with high renewable shares many times without problems. The blackout exposed weaknesses in grid stability and operations — not some inherent failure of renewable energy.
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AleSh 嵐Arashi
AleSh 嵐Arashi@AleSh09758566·
@chrisgrayson @Electroversenet @dale_wen On April 28, 2025, immediately prior to the blackout that affected the Iberian Peninsula, Spain reported that 59% of its electricity supply was being generated by solar power. 59% sounds a tad bit too lopsided to be sustainable …?
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Christopher Grayson
Christopher Grayson@chrisgrayson·
1. Don’t play “trust me bro,” if you want credibility, link to the data… I suspect you’re correct… also, LINK TO THE F’KING DATA. 2. Don’t lump solar with wind. Except in a handful of geographies, wind is crap. Solar is supplemental. 3. Was solar paired with grid batteries? In China and the US, modern solar farms are paired with batteries for precisely this reason. Solar has among the highest energy density in the world… BUT it is also intermittent—it goes away at night, overcast days and inclement weather. This is why it is supplemental. Then why use it at all? BECAUSE it is: a.) The lowest cost energy in the world. b.) It can be brought online really fast. From approval to grid power? 6 to 18 months. Solar must be paired with batteries to stabilize the intermittency issue, and it must not be used as base load; only as supplemental (to bring electricity cost WAY down).
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Mark W Tebbutt
Mark W Tebbutt@mwt2008·
Stop lying. The Spanish blackout was not caused by “too much renewable energy.” The official investigation found the collapse was triggered by voltage instability and an over-voltage cascade on the transmission network. Several conventional synchronous generators (thermal plants) that were contracted to provide voltage control and reactive power failed to deliver sufficient support, allowing the voltage spike to escalate. Those are exactly the stability services fossil plants claim to provide. In other words the Spanish event was a voltage control failure and operational issue, not a renewable energy problem. Modern grids increasingly supply these services using batteries, synchronous condensers and grid-forming inverters, which can respond extremely quickly to disturbances.
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AukeHoekstra
AukeHoekstra@AukeHoekstra·
The final report on the Iberia Peninsula (Spain and Portugal) blackout is out. A lot of people will be blaming renewables and talk about inertia. But the cause was bad voltage control and that's surprisingly easy to fix. Let me explain. #Publications_&_Documents" target="_blank" rel="nofollow noopener">entsoe.eu/publications/b…
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AukeHoekstra
AukeHoekstra@AukeHoekstra·
The future grid will be inherently stable bottom-up. It will consist of a society of nested micro-grids with the grid as backup. They will make energy cheaper, more resilient and more local.
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Fouvry GraphFinancials
@dale_wen On Wind power So SKF roll bearing is incorporated where you reckon? Once you have answered this question, there will be many others on wind mill components. Do you think Vestas is from Sichuan and Siemens-Gamesa from Mandchuria? What about DEME ? Is it from Hainan?
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Dr. Dale Wen
Dr. Dale Wen@dale_wen·
The level of misinformation by the EU green lobby is just beyond the pale. China totally dominates the global supply chain for solar, wind and batteries, yet China still doubles down on coal to ensure its energy security. Because China recognizes the physical reality that unreliable wind and solar cannot supply an industrial society. Yet this professor claims Spain is a role model of strategic autonomy with wind farms, solar parks, and grid investment. Really? Reality check: Spain has almost no domestic manufacturing for solar. 95-98% of its panels come from China, where they are mostly made with cheap coal. I guess this is strategic autonomy, European style. And do not forget April 28, 2025 black out. Spain is a role model of man made black out.
Alberto Alemanno 🇪🇺@alemannoEU

Europe spent years debating whether the energy transition was affordable. Spain quietly answered the question: gas now sets its electricity price in only 7% of hours (in Italy is 90%). Strategic autonomy must be built in advance, in wind farms, solar parks, and grid investment, or it isn’t built at all. The countries still exposed to fossil fuel price shocks didn’t lack the warnings. They lacked the will.

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