jan

infrastructure. energy. valuation.

[Javier Blas @JavierBlas]

For global food prices, this is the most important map for the next 45 days: the onset of the South-West Asian monsoon amid an El Niño (and so far, it’s arriving to the Bay of Bengal on time, even a bit earlier than normal). Still a long way until it fully covers all India.

[Stepsen 🇩🇪🇪🇺 @stepsenmccool]

Hier findet ihr die Studie, die Katharina Reiche so doof findet, dass sie die gerne verschwinden lassen möchte:

Stärkung der regionalen Wertschöpfung durch erneuerbare Energien.

Der Link sollte fleißig geteilt werden, damit Ministerin Reiche erfährt, was der Streisand-Effekt ist.
https://t.co/wzQcR7eJyd

[LinaHua @Linahuaa]

2010s Berlin was the golden age.
People tried to make it the European Silicon Valley and VC subsidised hippies from all over the world to vibe at one of the twelve food delivery app start-ups.

Some dumbass non-German speaking Swede with a history major could find a job in marketing at HelloFresh.

You didn't earn much, but a nice room near the center was €500/month, kebabs were €3.

And you could literally provide negative value to the company, and it still didn't matter cuz the founders were clueless mid-twenties MBAs, and as long as VC-money kept flowing, nobody gave a shit.

Everyone was partying and coming to work hungover- it was okay.
Berlin's mantra was tryharding like Americans is hetero as fuck-
we building shit with love and friendship!

Now housing prices doubled.
Kebab prices doubled.
VC subsidies dried up.
HelloFresh stock crashed by 93% from ATH.

The feverdream is over.

[Javier Blas @JavierBlas]

CHART OF THE DAY: We have forgotten how bad the European energy crisis of 2022 really was.

So let me refresh memories: German electricity prices.

It may still get uggly. Worst-case scenarios are horrible. But we aren't there yet.

Link to my @Opinion colum in reply.

[AEOW/INPACT @aeowinpact]

From FPV drones to political technologists, Moscow is rebuilding its Madagascar playbook — piece by piece. But the Refoundation is not taking the bait and maintains open doors with everybody, probably due to the bad results of the Russian partnership in the rest of Africa.
https://t.co/jsoR697eW7

[Claire Lehmann @clairlemon]

The @WSJ has analysed 13 other incidents where ICE agents have fired into civilian vehicles & identify a pattern of agents boxing in running vehicles while engaging in escalatory & intrusive tactics which police are trained to avoid.
https://t.co/BmIAueohzb

[Caolan @CaolanReports]

Every single person in Africa and India needs to see this video on their feed. Russians flood these countries with propaganda to convince them to move to ‘beautiful’ russia and this is the reality. Sent to death.

[Javier Blas @JavierBlas]

VENEZUELA AND OIL. A thread:

Ahead of Trump-Big Oil meeting today, my view: There’s too much blanket pessimism about the Venezuelan oil industry. Instead, I belive there are some low-hanging barrels in the map.

FREE-TO-READ (next 7 days) link: https://t.co/YL5WTbRsBq

🧵1/10

[Blick @Blickch]

Diese Pressekonferenz wird noch zu reden geben: Die Gemeinde Crans Montana hat die Inferno-Bar seit Jahren nicht mehr Kontrolliert. Trotzdem sieht man sich als Opfer. https://t.co/C3Ve86VTsE

[jan @jc8136]

@trader_53 @dieLinke @ElifEralpBerlin @inesschwerdtner Das echte Problem ist, das die derzeitige Koalition so versagt, das die Linke fast professionell wirkt

[jan @jc8136]

@srfnews Tagesschau ist die wesentliche Informationsquelle und wieder Patzer aus New York zum wichtigsten Thema #roger #srftagesschau

[Vatnik Soup @P_Kallioniemi]

EU has sanctioned Diana Panchenko, a pro-Kremlin propagandist who previously worked for Viktor Medvedchuk and Russia’s troll farm, the Social Design Agency.

Her team - Panchenko herself does not speak English - is now attempting to build popularity in the United States.

[Edward Luce @EdwardGLuce]

"On the grounds of never interrupting your enemy while he is making a mistake, Xi Jinping is 2025’s winner." My column on how Trump has given China a great leap forward.

https://t.co/ISMvpy7Kpf

[TheLvivJournal @LvivJournal]

"Seven German journalism students tracked Russian-crewed freighters lurking off the Dutch and German coast—and connected them to drone swarms over military bases."
https://t.co/EPTfIwfxRv

[Financial Times @FT]

America’s affordability crunch is real — and worse under Trump https://t.co/ECTmIif0Qn | opinion

[Kadi🇪🇪🌻 @TheFl0orIsLaVa]

If Musk hates EU rules so much, he’s free to block X here. But if he wants our market, he follows EU law like every other company. Access to 450M consumers isn’t a human right!

[Illia Ponomarenko 🇺🇦 @IAPonomarenko]

Taking advantage of the moment, I would like to remind you that next month Russia’s full-scale invasion of Ukraine will match the entire Soviet–Nazi war on the Eastern Front in total duration.

Within almost exactly the same span of time unfolded the catastrophe of 1941, the Battle of Moscow, Stalingrad, Kursk, Kharkiv, Kyiv, the conquest of Eastern and Central Europe, and the capture of Berlin.

After the same amount of time -- having committed his entire conventional military power against Ukraine — Putin is still bogged down on the outskirts of Pokrovsk, barely 40 kilometers from the original front line that existed before the full-scale invasion.

[Financial Times @FT]

A new Russia-China gas pact could reshape global energy markets https://t.co/kbIeiAy2b3 | opinion

[Financial Times @FT]

The mysterious, massively lucrative, multibillion-dollar ARKK trade https://t.co/BoybRY6Efv

[The Kyiv Independent @KyivIndependent]

⚡️Ukraine claims strike on Russian S-400 radar system in occupied Crimea, shows footage.

https://t.co/H2cKkivOOw