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Leon: California is the largest economy in the United States, fourth in the world
CNBC Television· 2025-08-26 11:41
All right, let's talk a bit about this. So, we we see what the president's push is against renewable energy. However, you operate on state lands in California. You don't really operate on federal land.So, does this have an impact on your business, at least when it comes to sentiment, >> Frank. No, no impact. We we see ourselves as a different kind of energy company and we do both uh renewable clean energy and traditional oil and gas.Uh we we are the largest producer of oil in California. also the largest pr ...
X @Andrew Tate
Andrew Tate· 2025-08-20 17:25
RT THE WAR ROOM (@ReachTWR)When a member of THE WAR ROOM enters a room.Everyone feels it.Energy is very real and it can be manipulated. https://t.co/3cOZ5Clekh https://t.co/to92pDj27t ...
X @Bloomberg
Bloomberg· 2025-08-16 16:21
Industry Focus - A startup is exploring a hidden energy source in parking garages and subways [1] - The aim is to decarbonize buildings by tapping into this energy source [1]
"Socialism Will Sweep Over This Nation, I Fear" - David Friedberg
All-In Podcast· 2025-08-12 19:06
Economic Concerns & Political Landscape - Public dissatisfaction stems from government overspending and concerns about Medicare/Medicaid cuts [1][2] - Wage stagnation and increased costs of living, including groceries and rent, are widely felt [3][4] - There's a concern that nearly half of Americans are directly or indirectly employed by the government, leading to inefficient capital allocation and inflation [4] - Potential for a socialist movement is feared, especially if economic conditions worsen, making promises of "free" services appealing [2][6][7] Energy & Subsidies - Solar energy has seen hyperbolic growth and cost reduction due to incentives [4] - Removing incentives can lead to a decrease in energy generation [4] - Subsidies for solar and wind may have disincentivized investment in nuclear technology, hindering the US from catching up in Gen 4 reactor development [5] - Bureaucracy and regulation are significant obstacles for nuclear power development, not just cost per kilowatt hour [4] - Private sector investment in small modular reactors (SMRs) was catalyzed by hyperscalers' demand and government efforts to reduce bureaucracy [5] Policy & Market Impact - Government policies providing economic support can create a snowball effect, with failures leading to calls for more government intervention [11][12][13] - Potential policy failures could lead to increased taxation and regulatory burdens [13] - The public's trust in leadership and the current economic situation influences their willingness to accept government control and redistribution [5][6]
X @THE HUNTER ✴️
GEM HUNTER 💎· 2025-08-11 17:47
Core Stats - Energy is one of the three core stats, used for activities like training and exploration [2] - Energy regenerates hourly if Dogotchi isn't starving [2] Recovery Mechanism - $DOG's energy can be recovered with specific food such as Açaiberry, Protein Bar etc [1]
Europe has authority and discretion over when sanctions come off Russia, says RBC's Helima Croft
CNBC Television· 2025-08-08 19:13
Geopolitical Landscape & Negotiations - A summit between President Trump and Russia's President Putin is tentatively scheduled for the end of next week [1] - The UAE is potentially the front runner to host US-Russia talks [2] - The negotiations may exclude Ukraine (Zalinsky) and potentially the Europeans [4] Sanctions & Energy Policy - Anticipation exists that US-Russia talks could lead to sanctions relief, but European authority over energy sanctions is crucial [5] - Europe's commitment to halt Russian oil imports by summer 2022 led to US concerns about market disruption [6] - The US implemented price caps to facilitate the movement of Russian oil to countries like India [7] - India's Russian oil imports have increased by approximately 1 million barrels per day since the start of the war [8] - The US is considering higher tariffs on India if it continues to import Russian oil, creating a point of contention [9] - The Europeans have implemented the most significant energy sanctions [11] Trade Deals & Market Impact - A trade deal with Europe includes $750 billion of US energy purchases over three years, potentially displacing Russian energy [11] - Crude prices are rangebound and down due to anticipation of talks rather than immediate tariff announcements [9][10]
X @Johnny
Johnny· 2025-08-08 15:02
This document appears to be motivational in nature, lacking specific industry or company data for detailed financial or market analysis General Sentiment - The document emphasizes the reciprocal nature of energy exchange [1][2] - It suggests a direct correlation between effort and outcome [1][2]
Tesla: Why I See It As An Undervalued Hyper-Growth Startup
Seeking Alpha· 2025-08-06 19:25
Core Viewpoint - Tesla, Inc. is evolving into an AI-robotics and energy company, indicating a shift beyond its original focus as an electric vehicle manufacturer [1] Group 1: Company Transformation - Tesla is no longer just an EV company, highlighting its diversification into high-growth sectors [1] - The company is positioned in two of the fastest-growing segments over the next decade: AI-robotics and energy [1] Group 2: Investment Perspective - The opportunity presented by Tesla is characterized as high-risk/high-reward, appealing to investors seeking significant returns [1]
Another Bite At The Nuclear Apple
Benzinga· 2025-08-06 18:40
Core Viewpoint - Powell Industries, Inc. (POWL) is positioned as a key player in the nuclear build-out and power capacity expansion driven by AI data centers, despite a recent revenue miss impacting short-term sentiment [1][5][6]. Group 1: Company Performance - Powell Industries reported strong earnings per share (EPS) but missed revenue expectations, leading to a sell-off in the stock [5][6]. - The recent performance of nuclear-adjacent companies like OKLO, Inc. and Centrus Energy Corp. highlights the ongoing investor interest in the energy sector [2]. Group 2: Market Sentiment and Strategy - The near-term sentiment has shifted negatively due to the revenue miss, causing a compression of multiples and a reaction from fast money investors [6][7]. - The company plans to leverage the post-earnings drop to establish a bullish options position, taking advantage of elevated put pricing while maintaining upside potential [9]. Group 3: Structural Drivers - The fundamental drivers for Powell Industries remain intact, including the increasing power needs of data centers, grid modernization, and the momentum in nuclear energy [8]. - Powell's role in supplying essential equipment for power distribution continues to be critical, unaffected by the fluctuations of a single quarter [8]. Group 4: Macro Context - The investment aligns with broader themes of Reindustrialization, Embodied AI, and Energy, emphasizing the need for robust power supply for factories, robots, and AI data centers [10].