International View - Energy guru Daniel Yergin: «This whole discussion of energy transition sometimes seems to lose contact with economic history and reality.»
As realistic as it can get.
https://t.co/Q6YA08q8YQ via @NZZ
Pretty sure that fans of the Scape 🐐 would have been sharpening their knives waiting to unleash on Messi to appease their god when Egypt doubled their lead.
They forgot that 10 mins is enough for the real 🐐 to turn things around unlike their god who couldn't do jack for 90 mins.
Interesting twist of events; pre COVID Gas to Commercial volume was way smaller than Gas to Power..
The market shifted to the paying category; Commercial, which takes more volume now. Well done to all Industry players. Very interesting to see this happen.
SECRETARY RUBIO: If Iran had a nuclear weapon and they decided to close the Strait and make our gas prices $9 a gallon, there would be nothing we could do about it.
This is another example why Iran cannot have a nuclear weapon.
تُدين وزارة خارجية الجمهورية الإسلامية الإيرانية الإجراءات التخريبية التي يتخذها حكام أبوظبي عبر التواطؤ مع أطراف معادية ضد الجمهورية الإسلامية الإيرانية، بما في ذلك استمرار استضافة قواعدهم ومعداتهم العسكرية، وتُحذر من التداعيات الخطيرة لهذا الوضع على السلم والاستقرار في المنطقة.
What a sobering moment it is to watch Marco Rubio say:
“We are asking the UN to tell Iran to stop blowing up ships in Hormuz because we want to give peace a chance.”
Just wow.
@StateDept 😂, US is asking the UN for help on a problem it CREATED for the entire world; who'd have thought.
The Strait of Hormuz was OPEN till the US started dropping bombs.
SECRETARY RUBIO: We’re asking the UN to call on Iran to stop blowing up ships, remove the mines, and allow humanitarian relief.
If the international community can’t rally behind this and solve something so straightforward, then I don’t know what the utility of the UN system is.
Few of us do, Captive Power Generation for Data Centers is key to maximum uptime and security of supply; especially in developing markets with unstable and ageing Grid network supply.
$CAT is not a digger company anymore... They're literally powering AI.
Most people have no idea that Caterpillar owns Solar Turbines - one of the biggest gas turbine manufacturers on the planet, Over 17,000 turbines operating across 100 countries.
And right now every data centre being built needs power that the grid can't provide...
So what do they do? They go to $CAT.
Just look at the deals this year...
2GW of natural gas generators for the Monarch Compute Campus in West Virginia - One of the biggest AI data centre projects in America, Deliveries starting September this year.
2.1GW deal with ProPetro's power division - Five year agreement.
A 500MW prime power project with OnePWR launching this year.
A gigawatt-scale AI campus in Utah.
They're more than doubling their gas turbine manufacturing capacity...
More than doubling their large engine capacity...
Their engine manufacturing capacity for data centres is up 125% since 2023...
Actual words on their website? "Speed to power. We can deliver complete generation packages faster than most any other technology."
$51 billion backlog For god sake!!!
Power and energy is their fastest growing segment. Sales up 37% last quarter.
This is the AI trade nobody talks about. Not chips. Not software. The gas turbines keeping the lights on underneath it all.
OPEN YOUR EYES...
I own $CAT at 7.5% and honestly wish I had more.
Are you paying attention to the infrastructure underneath AI?
Gombe APC Announces Dr. Jamilu shaiyaku Gwamna As Consensus Governorship Candidate For 2027 Elections
The All Progressives Congress (APC) in Gombe State has announced Dr. Jamilu shaiyaku Gwamna as its consensus governorship candidate for the 2027 election.
The decision was reached at an enlarged stakeholders’ meeting presided over by the party leader and Governor of Gombe State, Muhammadu Inuwa Yahaya, CON.
A statement by Ismaila Uba Misilli, Director-General ( Press Affairs) Government House indicates that the meeting also ratified consensus candidates for the state’s three senatorial districts, six House of Representatives seats and 24 State House of Assembly constituencies.
The session was attended by Governorship, National Assembly and State Assembly aspirants, members of the State Working Committee ( EXCO), party elders, and other critical stakeholders, including the Deputy National Financial Secretary of the APC, North East zonal officials of the party, among other senior party figures.
The adoption of consensus candidates followed extensive consultations spearheaded by Governor Inuwa Yahaya, involving senior party figures, EXCO members, aspirants and grassroots stakeholders, aimed at deepening internal cohesion, minimizing friction and projecting a united front ahead of the elections.
This development builds on earlier series of engagements led by Governor Inuwa Yahaya, who had convened meetings with party elders, members of the State Working Committee, party officials at various levels and other critical stakeholders as part of sustained efforts to consolidate unity and strengthen the party’s structure.
Those adopted as candidates across the senatorial and federal constituencies are:
Senatorial Candidates
Gombe Central - DCP Mohammed Ahmadu Deba
Gombe South - Hon. Jerry Damara
Gombe North - Muhammadu Inuwa Yahaya
House of Representatives Candidates
Akko Federal Constituency - Hon. Usman Bello Kumo
Yamaltu/Deba Federal Constituency - Hon. Inuwa Garba
Balanga/Billiri Federal Constituency - Hon. Ali Isa JC
Kaltungo/Shongom Federal Constituency - Hon. Fatima Binta Bello
Gombe/Kwami/Funakaye Federal Constituency - Hon. Saddam Bello
Dukku/Nafada Federal Constituency - Hon. Jamilu Shabewa