Shifting energy architecture to "social" ( cyber-social ) , some concepts... #managedchaos, #energytransition

From 20 employees and 300k U$D to struggle for first place on planetary level of competition in production of electric-cars. #energytransition

UK and Spain like in old good times... #managedchaos, #energytransition

Gulf-stream first stage became warmer, second - broken arctic ice and transforming Siberia climate. Probably humanity should concentrate on working with potential consequences of the Scenario... #energytransition, #managedchaos

+25% energy supply cost for #TSMC , that's fun #managedchaos, #energytransition

At least 40% higher price for EU #electricitystorage (and core of electric cars) in comparison with US and CN, that's interesting. #managedchaos, #energytransition

In new climate realms, for example potential stop of #AMOC,#GulfStream - stable and easily to secure source of power will be popular - the best one in class are small modular reactors-can be private! So reserving #uranium in advance not bad idea #managedchaos , #energytransition

Another (after China) #coal to economic development converter - Vietnam - stat on coal import attached , share in electricity generation reached 65% in 2024, 100m of people... air-condition... is one of drivers #managedchaos, #energytransition

Global #wind? No, #China wind. This technology even more producer depended when it is time to repair/restore it... #managedchaos, #energytransition

Crash of the classical financial system based on "banks" ( slide 1) because of new tec, and social landscape, probably will not be so painless as some utopias fans expected #managedchaos , #energytransition

Something wrong with MBA industry. Number of managers growing, overall productivity not. Best year was 1991, probably in energy sector situation is even worse. #managedchaos , #energytransition

Just read energy part of program #2025 (on pic), if they will win probably #Uranium commodities will be really hot because of great nuc plans. Also interesting question on planetary #uranium depots ( AU, MG, KZ, NG and some others). That's fun. #managedchaos, #energytransition

Pan-#Arabic energy system - double to 2035... probably. After deconstructing of eastern "Europe" that direction is much more interesting... but as always only one question - resources? #managedchaos, #energytransition

To calculate date of "Energy #Ragnarök" you should do very simple calculation - divide reserves of Norway gas by yearly export... so +/- about 10-15 years before "deficit". NetZero is not only about climate ... #energytransition, #managedchaos

Now and Future (may be). #energytransition, #managedchaos, #africa

Not only #uranium sources, but also #uraniumconverters are important in new architecture. Forecasts on "conversion market" from authorities for 2028 - classic oligopoly. #managedchaos , #energytransition

What will be after China with it's solar panels dumping campaign ( end of coal and etc ) will stop global market supply... ? That will be at the same time with "replacement" dates for most of massive installations- something around 20-25 years #energytransition, #managedchaos

Well #managedchaos , destroyed state with growing biz, growing demography and 70 billions in "sovereign fund" (banking ok), also cryptomining and decentralized energy solutions are growing too. #energytransition