Vladimir Ramirez S @vsoberanis
Asesor Financiero proyectos de Infraestructura Mexico, DF Joined September 2010-
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This is funny and sad. Secretary Wright's post is so silly and unsophisticated, and yet Twitter's Community Noters managed to find a way to miss the argument entirely and "rebut" with an even more unsophisticated response. It's just all so tiresome. 😞 But let's break it down🧵
This is funny and sad. Secretary Wright's post is so silly and unsophisticated, and yet Twitter's Community Noters managed to find a way to miss the argument entirely and "rebut" with an even more unsophisticated response. It's just all so tiresome. 😞 But let's break it down🧵
Solar will be the largest global source of electricity by 2033 & wind will be second largest by ~2035! Global solar generation will quadruple from 2023-2030! Why are petrostate politicos freaking out? See below & EVs. EVs may displace 6 million b/d of oil by 2030.
Batteries and solar are fast becoming the backbone of a clean, flexible power system🔋☀️ In our #GER2025, we saw California batteries supplied ~20% of evening peak demand in June 2024, displacing gas. Fast forward to today: they’re now averaging 28%⚡ ember-energy.org/latest-insight…
Jerry Seinfeld, Ichiro Suzuki and the Pursuit of Mastery
Jerry Seinfeld, Ichiro Suzuki and the Pursuit of Mastery
If there was a tutorial to life, it would actually be quite simple: 1) Read books to avoid the common time-wasting mistakes, most of the wisdom you need for a happy life is actually written down in timeless novels 2) Accumulate a wide range of experiences and meet a lot of…
JP Morgan ha declarado oficialmente el «renacimiento de la energía nuclear». En un informe liderado por Alexei Viarruel, director ejecutivo de Recursos Naturales Globales del banco, destacan que el interés inversor en las centrales nucleares está batiendo récords, a pesar de los…
Japan's 30-year gov't bond yield has been rising very sharply. But if you think it's now crazy high, think again. This scatter plot looks at 30-year yields (vertical) versus government debt levels (horizontal). Japan's 30-year yield is still MUCH too low and needs to rise more...
Para los que nos gusta la posición de portero, Interesante hilo sobre la evolución y la importancia del papel del portero en el fútbol en años recientes @ral_mar
Para los que nos gusta la posición de portero, Interesante hilo sobre la evolución y la importancia del papel del portero en el fútbol en años recientes @ral_mar
“This event in Spain and Portugal once again illustrates that, as power systems evolve, grid optimisation and flexibility are essential for resilience” 3/4
A couple of folks have crunched the numbers (Evercore ISI - their chart, below; @fcastofthemonth) and concluded that the U.S. weighted average tariff, with all Trump's new orders in effect, will be higher than under Smoot-Hawley.
A que me encuentro 100 mil tuiteros que opinen igual que Yo, que @FelipeCalderon es el mejor presidente que ha tenido México.
Which are the top 20 countries for battery energy storage capacity? In the infographic below, produced by @VisualCap, using data from Rho Motion’s BESS database, we can see that China accounts for approximately two thirds of the installed capacity of grid scale BESS worldwide.…
RECORD solar led clean generation growth in the US in 2024 ☀️ Solar increased by a record 64 TWh, adding more than gas at 59 TWh. Together with wind, these three sources met rising electricity demand and allowed coal to decline to a record low. ember-energy.org/latest-insight…
Trump presenta una oportunidad estratégica para que la Unión Europea fortalezca su papel como fuerza estabilizadora y socio confiable. El momento de Europa en América Latina politicaexterior.com/otro-transatla… vía @PolExt
Lecciones de Ucrania para el rearme de Europa @ToniTimoner
Lecciones de Ucrania para el rearme de Europa @ToniTimoner
A mi no me había tocado ver uno
No rare earth minerals, no modern world. - No EVs - No iPhones - No fighter jets - No renewable energy Yet one country controls 60%+ of the supply and it’s not the U.S. The hidden war over rare earths is happening right now. Here's why it matters: 🧵
Trump Will Not Kill the Global Energy Transition by Ian Bremmer @ProSyn prosyn.org/Jpm723A

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