krishnadev

Investment and Trading | Vices include tea & well researched books | Energy | Pro-nuclear, Coal, Oil & Gas

[krishnadev @highnoontide]

@sean_a_mcclure @smarick So what's the likely positive of doom-scrolling?

[Electroverse @Electroversenet]

The Dutch government is running TV ads asking citizens to limit their electricity usage between 4pm and 9pm because the grid might collapse.

This is what happens when ideology replaces engineering. The Netherlands tore down its stable, gas-based system and replaced it with intermittent wind and solar that surge and fade with the weather.

They provide no inertia, no stored energy and no steady baseline. And modern grids can't cope. Lines are overloaded. Companies can't connect. Homes and EV charges are being turned away. And operators are even shutting down wind farms to avoid surging blackouts.

The cost to the Dutch economy is estimated to be 35 billion euros a year. And growing.

The promise was clean, abundant power. The reality? One of Europe's richest nations is now effectively rationing electricity.

[krishnadev @highnoontide]

@Gaurab BASF,
Linde,
DuPont

Unfortunately, there aren’t any good sources which cover new chemical companies.

[Nassim Nicholas Taleb @nntaleb]

The opposite of education is not ignorance; it is education in social science.

[krishnadev @highnoontide]

@HardeepSPuri @narendramodi All this verbiage doesn't cover up the sheer incompetence of @ONGC_ & @OilIndiaLimited being unable to produce even 1/2 mil b/d of Oil.

[Skyroot Aerospace @SkyrootA]

ORBIT ACHIEVED. 🚀

Vikram-1 Test Flight-1 has reached orbit. India's first privately developed orbital rocket has completed its final burn and injected its payloads into a ~450 km orbit, making India the third country in the world with private orbital launch capability.

History is made. 🇮🇳

#Vikram1 #JourneyToOrbit #SkyrootAerospace

[krishnadev @highnoontide]

@sandeep_PT India's Rail Minister has to "push India's self-interest", even to the frustration of Japanese or any body.

How's that a problem?

[krishnadev @highnoontide]

@HardeepSPuri @narendramodi Mr. Puri, the combined Oil production of ONGC + OIL has deteriorated to half a million barrels/day.
Cheerleading for your boss is one thing but I hope you are paying attention to this crisis.

[krishnadev @highnoontide]

@aongbongchong @GabbbarSingh This “melting point of ideas, faiths etc.” aligns strictly with American national interests.

[Elon Musk @elonmusk]

🤣🤣

[The Kaipullai @thekaipullai]

In the 60s, When we didn't have food to eat, we created an independent body called ICAR as an agent of change, put agri experts in charge, facilitated awesome collaboration between local knowledge & international expertise, gave them complete freedom of action and eliminated the traditional Indian babudom

Result - We are the largest producer of food in the world

When we didn't have milk, we created an independent body called NDDB as an agent of change, put a hard driving Dr Kurien in charge, gave him complete freedom and eliminated the traditional Indian babudom

Result - We are the largest milk producer in the world

When we found we were lagging in digital payments, we created an independent body called Npci as an agent of change, put bankers and industry experts in charge and eliminated the traditional Indian babudom

Result - We have one of the largest and most used digital payment ecosystem in the world

Today we are afraid we will lose the battle on AI and Technology

We have a solution which has worked very well in the past and has saved us from many a crisis.

The only question is, Do we have the will to implement it?

[krishnadev @highnoontide]

@FIR31415 @VecrosTech @besta_tweets Highly congested urban areas like old delhi with wires hanging everywhere.

[krishnadev @highnoontide]

Electrostate is the adult's version of 'food comes from apps'.

What's conveniently forgotten is that electricity forms less than a fifth of total energy usage.

According to Chinese government's own data, coal makes up 58% of China's primary energy consumption, followed by 20% oil and 10% natural gas.

While the rest 12% is pencilled under Nuclear + Renewables.
Close to 8% of this is Nuclear + Big Hydro.

Only 4% is what's contributed through Solar Panels & Wind Turbines.

China as a model example of an 'Electrostate powered by RE' is not even academically convincing.

And Nopes, that's not going to change in any meaningful form as proportion of total energy consumption for many decades to come.

Industrial heat, high voltage process electricity, high temp/pressure hitting rotary/reciprocating mass powers everything from jet engines, diesel trucks to machines which make fertilizer for your food are all derived from fossil fuels.

These are all the primary building blocks on which the human civilisation thrives.

Everything that we know and understand as wealth, earn money for and want more of it for our children is a fabric that's intricately woven with Fossil Fuels.

We want way more production of hydrocarbons not less.

---

Even this 4% being Solar & Wind is a contested figure. China does have an active Geothermal program.
Besides that the 4% is counted as an aggregate of all electrical dumps on Grid, not in terms of dispatchable electricity.
So Solar & Wind being 20% of Chinese electricity and 4% of primary energy sounds good on paper but is highly inflated in context of usable energy.

[Chamath Palihapitiya @chamath]

I am increasingly convinced that this is the future state we need to build for:

Whichever country becomes the first “electrostate” will be the country that has the requisite input abundance necessary for robotics, AGI, manufacturing and everything in between.

This means doubling down on ALL forms of energy production TODAY. Solar, wind, Nat gas, coal, nuclear. Anything that slows us down will hamper our ability to win.

Meanwhile, and as usual, China is methodically marching along and setting itself up to win because it can see the forest from the trees.

[Peter H. Diamandis, MD @PeterDiamandis]

Hot take: Universities charge $300,000 for a degree that teaches you skills any LLM can do for free. At some point we need to have an honest conversation about whether higher education is the greatest individuals misallocation of capital in recent history.

[krishnadev @highnoontide]

Reducing the size of Steam Generator has been the most important unsolved problem of last 250 yrs.

Most people have no clue that origin of all wealth in the modern world is HT/HP steam.

I hope & pray @AssilHalimi succeeds, Implications for human civilisation are massive.

[Assil Halimi @AssilHalimi]

Modern nuclear. Factory-built. Rapidly deployed. 🚀

[krishnadev @highnoontide]

Something the Davos crowd never gets.

[Steve Milloy @JunkScience]

Emissions help, not hurt economies: Germany's GDP has tripled since the climate hoax began.

https://t.co/2umhDIEILO

[krishnadev @highnoontide]

@HardeepSPuri @OilIndiaLimited Mr. Puri,
Please get an understanding of actual import volumes before hailing every small drill as a “new chapter”.
@PMOIndia & @ONGC_ @OilIndiaLimited have proved utterly incompetent over the last decade as far as ramping up India’s oil production is concerned.

[Gaurab Chakrabarti @Gaurab]

Aluminum smelting is the most electricity-intensive process in manufacturing. Producing one ton requires 14,000 kWh, enough to power an American home for 16 months. The Hall-Héroult process, invented in 1886, dissolves alumina in a bath of molten cryolite at 960°C and passes 350,000 amps through it. The aluminum-oxygen bond is one of the strongest in industrial chemistry. A single smelter runs 24 hours a day for years between shutdowns. There are over 240 aluminum smelters worldwide. Together they consume 3.5% of global electricity each year. A typical electric vehicle contains 200 to 300 kg of aluminum. Aircraft fuselages, transmission lines, and server racks all depend on this process. China produces 60% of global supply. The US made 33% of the world's aluminum in 1980. Today it makes less than 1%.

[krishnadev @highnoontide]

@adigitalblogger Boss, any update on STT case?