A youtuber fascinated by pace and scale of disruption in the global energy market https://xitter.gq/t.co/9XL2xcxXLZ
Joined November 2021
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Energy Matters retweeted
Whenever someone mentions "The Sun", I invariably remember this hilarious scene from the great BBC television series, “Yes, Prime Minister”.
Energy Matters retweeted
Obtained a very satisfying judgment in the High Court yesterday. My client is a former school headmaster. When he retired he cashed in his pension and climbed through all the many bureaucratic hoops required to establish a small petrol station in the Bushbuckridge area.
Energy Matters retweeted
$4.7 trillion will flood the US economy in just 9 months—creating the largest wealth transfer in American history.
This is Trump's tax plan to inflate their debt away.
Institutions are already positioned for this.
Here's what's happening and how to position too: 🧵
Energy Matters retweeted
Most read Bessent’s speech as vague. But it wasn’t what he said—it was how little he needed to say.
A few lines on Europe, debt, and global imbalances quietly confirmed the blueprint behind months of trade pivots, market shocks, and tight-lipped diplomacy.
Let’s trace it. 🧵
Energy Matters retweeted
The Action SA, Rise Mzansi and BOSA could be in for a painful baptism of fire in politics.
From the utterances of the ANC leadership over the past few days, not only will VAT increase on the 01st of May 2025, but additionally, the DA will be given an opportunity to support the Division of Revenue Bill and Appropriations Bill as a means to redeem themselves and remain in the GNU.
So these political parties who were at the centre of the passing of the fiscal framework inclusive of VAT, will see their non-binding recommendation cast aside, and will not receive the anticipated reward of a cabinet post if the DA remains in the GNU - because business says so and the DA has reaffirmed its “commitment” to the GNU.
This is a harsh lesson never to compromise the people for political adventures and opportunism. A very very harsh lesson.
The political integrity of Mashaba, Maimane and Zibi is in the hands of what the ANC and DA decide to do. They are not in control of their political fate.
Energy Matters retweeted
1. Roberto Carlos shot was so fast that the keeper didn’t see the ball move past him.
xitter.gq/TheFigen_/status/18291…
Energy Matters retweeted
A British man wants the US to help him colonize the Cape once again.
Let's reread Fanon on Violence.
The Cape Independence Advocacy Group says it intends to send a delegation to the US where it will raise funds and garner diplomatic support for its campaign to have an independent Western Cape. The group says it has written to President Cyril Ramaphosa, the Minister of International Relations and Cooperation and the Western Cape premier formally notifying them of their plans. CIAG's Phil Craig says they're within their rights.
Watch: tinyurl.com/3fktzdpv
#Newzroom405
Energy Matters retweeted
Anytime you read an insane viewpoint on X that seems like a lot of people are agreeing with (for example, invading a sovereign country can be justified):
Try and search their name on Linkedin or Instagram and see if they’re actually real people.
You will be surprised how much of your worldview is shaped by bots.
Energy Matters retweeted
My pal @marumbopoetry drove 1200kms in an EV transversing 3 countries and relying on existing EV infrastructure
He obviously swung by @equatormobility for a chat and laughter
Energy Matters retweeted
Research shows that #nuclear energy is up to six times more expensive than renewable energy and that it may be even higher than that as waste management and decommissioning of nuclear plants have not yet been included. energymagazine.com.au/report…
Energy Matters retweeted
The artist Justin Bateman makes portraits out of pebbles, Through the medium of land art, he constructs intricate mosaics
📹 Justin Bateman
Energy Matters retweeted
Old Trafford today. Takes a superb one-handed catch in the stands - and doesn't spill a drop of beer. Makes you proud to be British.
Energy Matters retweeted
Harris' housing plan is basically: 1. supply increases, using a variety of policy tools, and 2. grants to first-time homebuyers.
This is basically what Singapore does. And their housing system is arguably the best in the world.
noahpinion.blog/p/harris-has…
Energy Matters retweeted
New #nuclear is stagnating and #renewables soaring. Nuclear power is just too costly and too late for the climate and energy crises. And far from being needed to back-up variable solar and wind power, nuclear plants require even more and costlier support because their failures are larger, longer, more abrupt, and far less predictable.
In 2022, half of all French reactors were offline with safety faults. It’s not just that nuclear is slow and expensive – it’s far too inflexible to go up and down with the swings of electricity demand. In contrast, the variability of wind and solar technologies can be more easily integrated into evolving, flexible electricity grids capable of adjusting output to fluctuating demand, providing stable baseload power.
Energy Matters retweeted
Western automakers in China:
The Massacre has begun.
Excerpts from today’s Handelsblatt cover story:
The market reality is different. In many parts of the world, internal combustion engines (ICEs) are in decline, and nowhere are the market shares of ICE vehicles eroding as quickly as in China.
The impact of this shift away from ICEs on traditional automakers is evident in the struggles of competitors like General Motors and Stellantis. In the first half of the year, the U.S. manufacturer GM, through its joint ventures in China, recorded a loss of approximately 200 million euros. For comparison, GM had earned nearly two billion euros in China in 2018.
Stellantis is also facing significant challenges. The transatlantic multi-brand conglomerate (Peugeot, Citroën, Dodge, Chrysler) halted production of Jeep SUVs in China as early as 2022 and abandoned plans to expand its German subsidiary Opel into the Far East.
The situation is extremely critical for the South Korean brands Hyundai and Kia, whose sales have more than halved in just a few years. Their market share has dropped from 3.6% to 1.2%. Manufacturers from other countries are also suffering major losses. For instance, the combined market share of German brands has fallen from 26.5% in 2020 to 20.7%, that of Japanese brands from nearly 25% to around 15%, and that of U.S. companies from 9% to 6.5%.
All foreign manufacturers in China share the problem that their model offerings no longer align with the Chinese automotive market. "The Chinese want to be almost overwhelmed by new technologies," says Berylls expert Burgard. "For them, a car must have a smart cockpit that effortlessly integrates and mirrors their smartphone and its many apps. Otherwise, it's hardly sellable anymore."
Driver assistance systems are also becoming increasingly important. "Chinese consumers practically brag about the number of lidar and radar sensors on their cars and the processing power of the installed processors," explains Burgard. The problem is that hardly any Western automaker truly masters the software. "German and European manufacturers must close this technological gap very quickly." Otherwise, despite their brand strength, they may soon be unable to command premium prices.”
The Bavarian competitor Audi has partially conceded and no longer offers semi-electric models in China. But even with fully electric vehicles, Audi is struggling. Sales have dropped by 2,000 units to 10,500 vehicles in the first half of the year.
"We are witnessing a redefinition of what premium means in the automotive business in China," explains Berylls expert Burgard. "It's all about tech, tech, tech here, not about panel gaps and engines with as many cylinders as possible."
