AI

AI, Solar PV, batteries & EV. Solar PV systems Design & EPC .

[AI @hurrya1]

@Brad_Setser @JosephCala It's close to the US and declining

[AI @hurrya1]

@Schuldensuehner Ideology Gap is widening:

[AI @hurrya1]

@POLITICOEurope SAP (with Databricks integration) delivers superior functionality to what Palantir provides. It's in Germany's national interest to use SAP + Databricks.

[AI @hurrya1]

@anwaribrahim Malaysia has all the elements to build a domestic precision strike capability and an indigenous missile program. A credible aerospace & electronics manufacturing base, a disciplined engineering workforce & established defense institutions.

[AI @hurrya1]

@Brad_Setser Electrification (EVs) and renewable energy can alleviate this problem, fossil fuels ~ 20.52% of imports ~ $75 Billions. Solar 25GW, 10.5% share of total.

[AI @hurrya1]

@TheStalwart @adam_tooze Is this what UAE thinks or what Abu Dhabi thinks? Who owns the sovereign wealth funds, is it the UAE, Abu Dhabi or Al Nahyan family? if the main source of income is London based funds, why do Al Nahyan still need a country?

[AI @hurrya1]

@adam_tooze Electricity availability, cost & grid stability is the top issue in the US according to the best informed people on the sector, like PJM's CEO David Mills https://t.co/ELbR6BfCUM

[*Walter Bloomberg @DeItaone]

US GRID UNDER PRESSURE: AI DEMAND FORCES REDESIGN

The US power grid overseen by PJM Interconnection (serving 67M people across 13 states) is no longer fit for purpose amid surging electricity demand from data centers, according to CEO David Mills.

In a letter to stakeholders, Mills warned the system cannot both secure enough power and protect households from rising costs under its current design. “The current situation is not tenable,” he wrote, pointing to deeper structural flaws reflected in rising prices, tight reserve margins, and weak investment signals.

The grid is facing multiple strains: potential electricity shortages as early as next year, and uncertainty linked to major utilities such as American Electric Power. Meanwhile, electricity bills have climbed sharply across the region—up 51% in Maryland and 41% in Illinois over five years.

Mills said the region has “years, not decades” to act, and emphasized the need for credible, stable market rules to restore confidence among utilities, investors, and consumers.

[AI @hurrya1]

@PAstynome Oil crisis is a long term positive for Japan and S. Korea.
Toyota was the main obstacle to EV adoption in Japan, the oil crisis convinced Toyota to get serious about EV.
$ trillions in AI global investments is stronger than oil crisis, SK top beneficiary. https://t.co/RIdr4q8vHt

[AI @hurrya1]

@MartinMict93688 @baetis77 Andalusian Arabic is regular Arabic. The Andalusi writers/intellectuals are still read & Andalusi songs are still very popular. Andalusi exiles created new towns & cities in Morocco, Algeria, & Tunisia after their exile & retained their culture & customs til today.

[AI @hurrya1]

@Joyce_Karam Scaling back the $1.5 trillion NEOM project, another good move. https://t.co/9Gysd0R2dL

[AI @hurrya1]

@haugejostein China's successful strategy is missing, Isabella M. Weber, How China Escaped Shock Therapy. @EuroBriefing 's Kaput makes another good addition to the curriculum https://t.co/rbG4oZE1vy

[AI @hurrya1]

@clashreport Jordan Bardella has Algerian roots through his paternal grandmother, Réjane Mada. Her father, Mohand Séghir Mada, was an Algerian from Kabylia who emigrated to France in the 1930s.

[AI @hurrya1]

@Brad_Setser Central banks Gold purchases:

[AI @hurrya1]

@mandyarthur @grok Descendants of the Plantagenet line thru Geoffrey Plantagenet, Count of Anjou, so most are French.

[AI @hurrya1]

@Brad_Setser @DavidBeckworth @izakaminska Pakistan used PBoC swap lines for crisis financing: support balance of payments, shore up reserves & repay foreign debt. It helped Pakistan stabilize during periods of external stress.
'PBoC's partners have drawn on swap lines to support BoP positions'. https://t.co/fAoYP2aV3T

[AI @hurrya1]

@Kathleen_Tyson_ @kashyap286 What about swap lines with the PBoC?

[AI @hurrya1]

@marcomavina Confirms : We Have Never Been Woke, by @Musa_alGharbi https://t.co/6G0pzpzLsT

[AI @hurrya1]

@LukeGromen De-industrialization is just one piece of the puzzle. Peasants make better feudal subjects. https://t.co/UG4tgzMHP7

[Jason Bassler @JasonBassler1]

If Alex Karp had to say the quiet part out loud...

[AI @hurrya1]

@nxt888 Did South Korea succeed? or is it a dystopia? https://t.co/SJdnuXldWb

[AI @hurrya1]

@SimonJohnBowden @michaelxpettis Central banks now hold more Gold than Treasuries, BIS considers Gold a Tier 1 High-Quality Liquid Asset (HQLA).