Youssef Lboukili

[Hidden Value Gems @HiddenValueGems]

GMO makes a strong case for the Japanese small caps, forecasting 12% annual returns over the next decade, the strongest performing asset class.

Here are the key arguments and drivers

🧵👇🏼

1/8

[The Cybertruck Guy @cybrtrkguy]

You know how cars have huge wiring harnesses?

That's because each component needs its own set of wires, connected to the central ECUs, in order to function.

Every speaker, every switch, every sensor, every actuator, every button.

Tesla threw out that entire system for Cybertruck.

Instead, they're running gigabit ethernet cabling with a 48v power + data CAN bus to every component— all on the same cable.

Instead of running one wiring harness to the driver door speaker, and another to the driver's door window motor, they can daisy-chain them together on the same self-contained cable interface. Your computer could connect to your door handle using the *same* wire that's already been through your speaker, window, ambient lights, and steering wheel.

Each of those devices/components listen to the continuous stream of data for a command relevant to its operation.

By doing this,Tesla was able to reduce the total wiring in the Cybertruck by 77%, using 1/2 the copper.

Don't sleep on Tesla.

[Irina Slav @IrinaSlav1]

"Germany’s residential grid operators will be empowered to restrict the flow of power to heat pumps and electric vehicle (EV) chargers from 2024 in order to preserve the stability of the grid."
This is absolutely not funny at all.
https://t.co/eLDYTYObUg

[Michael Terrell @michael_terrell]

Excited to share that @Google’s first-of-its-kind enhanced geothermal power project with @FervoEnergy is now operational and helping power our data centers in Nevada ⚡️ 1/ https://t.co/wLT2G1XGE3

[Dr Iain Staffell @iain_staffell]

Are lithium-ion or flow batteries going to be more cost-efficient to provide peak capacity? Or is it pumped hydro? And what will it cost? 🤔🔋

This chart aims to answer this type of question for 13 common energy storage applications. 💰📊

[Zeke Hausfather @hausfath]

There is a big problem today where countries and large companies are investing in forests and soil carbon to offset their fossil CO2 emissions.

This fundamentally does not work from a physical climate perspective, and threatens to undermine net-zero targets.

A thread: 1/12

[Jan Rosenow @janrosenow]

New @Nature paper says replacing gas boilers with heat pumps is the fastest way to cut German gas consumption.

https://t.co/WBTgTni1J6

[Greg De Temmerman @Gregdt1]

On rappelle souvent que l'hydrogène est un vecteur énergétique car il faut le produire.
Mais il existe de l'hydrogène primaire, et peut-être plus que ce qu'on pensait il y a encore 20 ans.
Un article très intéressant sur le sujet:

https://t.co/gXqGTXt2rw

[Buchebuche561 #NoFakeScience @buchebuche561]

🇩🇪 - Allemagne :

L'🇩🇪 a besoin d'investissements d'environ 600Mds€ pour atteindre ses objectifs de transition énergétique à l'horizon 2030, selon un rapport du BDEW

« Les résultats montrent que les objectifs climatiques ne peuvent pas être atteints au rythme actuel »

[Buchebuche561 #NoFakeScience @buchebuche561]

Comme promis dans un précédent thread, je vais vous proposer quelques éléments de réflexions sur les #réseaux #électriques !

Focus 🇪🇺
Focus 🇬🇧
Focus 🇫🇷
Focus 🇩🇪

Let's thread !

[Finding Compounders @F_Compounders]

I just came across this Nick Sleep gem.

Here is an interview Nick Sleep did back in 2013.

Nick Sleep and Qais Zakaria ran Nomad Investment Management which over 12 years compounded at 18%.

Source: @Poplar_St

[AukeHoekstra @AukeHoekstra]

This presentation by @NatBullard is a GREAT documentation of where we are in the energy transition.

It's almost 150 slides, but very graphic and well thought out, so it's quick to digest.

Absolutely worth your time in my opinion!

I've added a short 🧵 with my highlights.

[Greg De Temmerman @Gregdt1]

Illustration de l'aspect dynamique du marché des batteries pour les véhicules électriques. On note la forte progression en 2-3 ans de la part des batteries Lithium Fer-Phosphate (qui ne contiennent pas de cobalt) en grande partie en réponse au prix des métaux
(1/3)

[Nat Bullard @NatBullard]

My annual presentation: trends in decarbonization.

The long view; trends and transience; net zero as evolution and revolution. Everything from surface humidity to Nordic heat pump sales to hydrocarbon gravimetric density to hyperobjects.
https://t.co/DxlE3kaNbv

[Compounding Quality @QCompounding]

15 timeless investing principles, visualized:

1. Not investing is risky:

[Zeke Hausfather @hausfath]

We see a lot of concern today that renewables and other clean electricity will require too much materials, and producing those will break our remaining carbon budget.

We have a new paper out today we find that these concerns are overblown. https://t.co/Jadwit6Hav

A thread: 1/11

[Florin Malafosse @[email protected] @FlorinMalafosse]

Vous avez été nombreux à lire et relayer ce thread👇

Pour ceux que ça intéresse : une petite analyse de trois études de référence sur le sujet du bilan carbone forêt filière en France.

Nouveau thread 🧵 !
https://t.co/MPXWpC9ZA6

[¥OUR¥ © @yourypix]

غ مقصرين تا وصلنا لدومي فينال 😂😂😂

[Antoine Copra @Cobra_FX_]

Le Neue Züricher Zeitung a évalué les facteurs de charge de 18.000 éoliennes 🇩🇪 en analysant les données météorologiques des 10 dernières années

Les résultats sont édifiants - et montrent l'importance de l'implantation géographique.
mini #thread ⬇️

https://t.co/HzUIWiJ8QF

[Youssef Lboukili @YLboukili]

@LeJaks1 😂😂😂😂😂😂