NicS

📈🪙🛢

[Holger Zschaepitz @Schuldensuehner]

Good Morning from Germany, where business investment is the weakest in the entire G7. Since 2021, investment has essentially stagnated, while the US is powering ahead, driven by the AI boom. By 2028, US real business investment could be up 40%, while Germany remains the G7 laggard. Europe’s investment gap is becoming a growth gap. https://t.co/7eR7Vxulg8

[Bjorn Lomborg @BjornLomborg]

Expensive German climate policy:

Germany now faces “structural decline” and is in “free fall”, with price increases “across the economy”

Now, real German electricity price 222% of price in 2000 (households+industry)

References at end of thread

[Daniel Lacalle Official Account @dlacalle_IA]

Europe did not achieve energy sovereignty. It replaced one dependency with several.

Germany dismantled nuclear capacity (reliable, low-carbon, domestic generation), undermining industrial competitiveness and increasing exposure to coal, gas, and imported electricity in periods of peak demand.

Spain celebrates renewables yet remains among Europe's largest importers of Russian LNG.

Energy policy is not a press release. Security requires an affordable, reliable, and diversified supply, not ideology.

Europe's natural gas price via Bloomberg

[Javier Blas @JavierBlas]

Saudi Arabia has released an unusually candid read-out of an overnight call between Crown Prince Mohammed bin Salman and US President Trump. MbS “stressed the need for the predominance of the language of dialogue to reduce escalation.”

https://t.co/13iGlQoLng

[Kristina Schröder @schroeder_k]

Es ist offenkundig, dass Deutschland sich in Sachen #Energiewende komplett verrannt hat. Das höre ich aber fast nur im vertraulichen Gespräch, in der Öffentlichkeit fast immer der Gruß an den Gesslerhut: „Wir halten an der Energiewende fest.“ Was soll das? https://t.co/2ahjfQLym8

[Wolf Reuter 🇺🇦🇪🇺🇮🇱 @WolfReuter3]

Noch mal ein Wort zu Boy George und seinem fantastischen Song.

Erstens: Man muss im Kapitel "Mut" noch einmal anmerken, wie hart es ist, sich auch heutzutage als Künstler in derart konsequent und kompromisslos auf die richtige Seite zu stellen. Als irischer Katholik und im angelsächsischen Raum: Allein das verdient Anerkennung.

Zweitens: ich finde die Musik richtig gut, aber der große künstlerische Wurf, das ist der Text. Alles, was ich seit Oktober 2023 hier und in anderen Medien zu diesem Thema geschrieben habe, ist in den wenigen Zeilen des Songs besser zusammengefasst, als ich es je tun könnte. Aus einer israelischen Perspektive. Außerhalb Israels hat kaum jemand eine Ahnung, wie bedeutend zum Beispiel die Zeile "We will dance again" ist. Und das ist der Grund, warum es der Titel des Songs ist. Der prominent auf Hebräisch dort steht.

Das ist der Unterschied zwischen Kunst und bloßer Analyse oder Kommentar. Kunst kann Dinge sagen, die kein anderes Kommunikationsmedium schafft. Das hier ist etwas Besonderes, ja, außergewöhnliches.

[zerohedge @zerohedge]

*BMW OFFERS SEVERANCE PACKAGES TO THOUSANDS OF ITS GERMAN STAFF

[Techaktien @Techaktien1]

Repost, wenn Steuern immer noch Raub sind.
+ 65,45 Cent Energiesteuer
+ 15,70 Cent CO₂-Abgabe
+ 0,27 Cent Erdölbevorratungsabgabe
+ 34,33 Cent Mehrwertsteuer, 19 %

[Frédéric Schwilden @totalreporter]

Hetero-Experten die jetzt aus dem Urlaub Witze über Queers For Palestine posten, sind genauso kaputt wie die, die für morgen ne Demo gegen Rechts anmelden.

[Giovanni Staunovo🛢 @staunovo]

Even if Hormuz opens, we don't think Europe can reach target gas storage level before winter

Equinor CFO

[Emanuel Ajay Datt @eadatt]

Winter is on the horizon and there's not enough LNG to go around for restocking.

JKM spiked to $70 in August 2022 with Russian supply out of bounds.

Today Qatar has called force majeur on LNG exports until October and its >2x Russian supply. 👀

Very high LNG moon potential

[Robert Friedland @robert_ivanhoe]

When @RealRickRule speaks, the smartest investors listen. He has earned a reputation for asking the right questions, long before the rest of the market does

[MillennialWealth @GenY_Wealth]

$ABXX.TO “I LOVE THE FACT THAT @JoshCrumb AND HIS CREW ARE SETTING UP A COMPETING #SILVER MARKET IN SINGAPORE THATS A TRUE USERS MARKET” - @RealRickRule

Credit @MilesFranklinCo

@WallStreetMav @michaeljburry @unusual_whales

[John Hannam @JohnHann04]

Excuse the language but….Holy Fucking Shit….I realise not everyone is into Tennis but Novak Djokovic has to be in the conversation for one of the greatest sportsmen of all time across all sports.

He has just played for 5 hrs 15 minutes straight in horrible, humid, draining heat in London (I’m here and it’s bloody horrible)…..and he won…again. Against the number 3 ranked player. Novak is 39 yrs old. Messi is 38 and everyone is lauding him as a god for his performances in the World Cup. To put it into perspective Djokovic just played three and a half entire football matches on the spin in that heat. It’s insane, it should be impossible, but for him it’s not.

And bear in mind not only the greatest ever on the court but a full blown legend off it. He did not buckle to the Covid and vaccine bullies, he stood his ground, defended his morals and refused to buckle. He defends his faith, loves his family and has never had a moments scandal. A genuinely perfect example of what a sportsman…and a man should be👏👏👏 @DjokerNole #tennis #wimbledon #GOATDebate #goat

[Lyn Alden @LynAldenContact]

In related news, July 4th 2026 was intended to be the original end-date of DOGE, where they would have cut over a trillion dollars from the annual federal budget.

But instead it dismantled, because nothing stops this train.

[Robert Friedland @robert_ivanhoe]

Congratulations to @JoshCrumb and the team at Abaxx on this milestone.

@Abaxx is disrupting the plumbing of commodity markets. Traditional commodity exchanges are like taxi ranks: They provide a place for buyers and sellers to meet.

Abaxx, like @Uber, will own and manage the whole journey, completely redesigning how commodity markets are priced, traded, settled and ultimately financed.

[Josh Crumb 🆔++ @JoshCrumb]

Agents++
@abaxx_labs

[Michael Shellenberger @shellenberger]

For years, the government has insisted that the increase in whale deaths off the East Coast has no relationship to the wind industry's high-decibel pile driving and boat activity. But now, a new documentary, "Thrown To The Wind," based on new research, will challenge that.

[Anna Schneider @a_nnaschneider]

Der Supreme Court in den USA erlaubt es Schulen und Hochschulen, Trans-Athletinnen vom Frauen- und Mädchensport auszuschließen – fair. Trotzdem liest man meistens nur von einem Sieg für Donald Trump, dabei ist es ein Sieg für Frauen und Mädchen.
https://t.co/74uS8T3W3X