I'm not a huge fan of being dependent on government subsidized energy at all. If the government is having to play a role in funding stuff, there's something really questionable in terms of our sustainability on that energy production source. Cuz what you want is not just to make a bunch of energy in the next 6 years or 12 years.You want to make sure that you've got an engine for creating new energy production on a continuous basis so we climb nonlinearly the energy production curve. That's what we need to d ...

Google's 2025 Sustainability report discloses 27% y/y higher 2024 electricity use (+25% NA, +32% int'l), stalling gains in 24/7 carbon-free energy & surging water use as Google continues to employ evaporative cooling. Alphabet's 2025 Sustainability report suggests hyperscalers are on track for 7th consecutive year of 25%+ y/y electricity demand, even before surging AI inference demand. The report indicates that GOOG's electricity use increased 27% y/y (+25% North America, +32% int'l) in 2024 to ~32 terawatt ...

RT Eva McMillan ♥️ (@EvasTeslaSPlaid)Walter Isaacson: Elon Musk isn't motivated by money or power.He deeply cares about humanity."Elon has a deep care about humanity, about getting us to the transition to a sustainable energy, about human civilization.He is motivated not by making money, not by being powerful and kicking around people, but by these missions that came when he was a little kid sitting in the corner reading the superhero comics.I've got to help humanity be space-faring. I've got to help it get ...

东吴证券股份有限公司朱洁羽,易申申,薛路熹,余慧勇,武阿兰近期对林泰新材进行研究并发布了研究报告 《乘用车湿式纸基摩擦片国产先锋，混动放量+产能释放驱动高成长》，首次覆盖林泰新材给予买入评 级。 林泰新材(920106) 盈利预测与投资建议：乘用车湿式纸基摩擦片国产唯一，新能源混动车系放量与产能释放并驱成长，多 领域拓展渗透打开成长空间。预计公司2025~2027归母净利润为1.50/2.15/3.23亿元，对应最新PE为 40.30/28.21/18.73倍。参考可比公司，首次覆盖，给予"买入"评级。 风险提示：行业发展波动；市场拓展不及预期；原材料价格波动。 深耕湿式纸基摩擦片，打造乘用车领域国产唯一品牌。林泰新材(股票代码：920106.BJ)成立于2015年， 公司自主研发的湿式纸基摩擦片打破了国外公司在乘用车领域内的垄断，是国内唯一的乘用车自动变速 器摩擦片规模化配套企业，产品应用于上汽、吉利、比亚迪（002594）、万里扬（002434）、东安动力 （600178）等国内主流车企及变速器厂商，并开始进入麦格纳等国际全球化车企及零部件企业供应体 系。2021-2024年，公司实现归母净利润0.16/ ...

AI takes a LOT of energy...this is how are companies like OpenAI and Meta are actually powering their giant, expensive AI projects. https://t.co/sdlRQtLdM2 ...

Donald Trump wants to re-establish America “as the global leader in nuclear energy”. It is an ambitious goal, given much of the enriched uranium the country relies on comes from Russia https://t.co/ULqbGOH7FD ...

明日主题前瞻 1、6G | 据智通财经，在7月5日举办的2025全球数字经济大会"6G技术创新与产业发展峰会"上，北京市发布了首个6G产业专项政策。北京市政府相关负责人 表示，通过出台专项支持政策引导推动6G产业走实走深，充分发挥高校云集、科研院所众多、高新技术企业集聚优势，构建了完善的产学研协同创新体 系。未来，北京将进一步强化技术策源，共创成果转化，推进产业带动，加强人才聚集，全力支持6G关键技术攻关和产业生态建设。 点评：华福证券指出，2025年为6G标准制定元年，产业有望在2029年以后进入商业化阶段。开源证券认为，6G技术的进步和应用场景的拓展预计将推动教 育、娱乐、设计、制造等行业的变革，也将为资本市场带来新的投资机会。银河证券表示，在当前6G技术持续突破的过程中，科技巨头正纷纷抢占核心技 术赛道。我国对于未来产业的支持力度，已逐步提升到方向确立后的投入时期。 2、超导 | 据国务院国资委官网，近日，国务院国资委党委书记、主任张玉卓到中国有色矿业集团有限公司调研并表示，要持续提升重要金属矿产资源保障 能力，要加快发展新质生产力，加大科技创新投入，推动资源开发、冶炼加工、工程建设等传统业务向高端化、 ...

June was a fine month to be invested in uranium miner and nuclear energy services specialist Cameco (CCJ 2.46%). Nuclear received a significant boost from the Trump administration's One, Big, Beautiful Bill, which curbed subsidies and other advantages for producers harnessing rival energy sources. Developments elsewhere in the nuclear space also helped lift its stock. Big and beautiful for the nuclear industryThe saga of Trump's bill didn't end until the president signed it into law in early July. Before th ...

RT Mario Nawfal (@MarioNawfal)🇨🇳 CHINA JUST BUILT A TURBINE THAT EATS THE SKY FOR BREAKFASTThis beast stands taller than a 63‑story skyscraper and laughs in the face of typhoons.A single turbine churns out enough power for 55,000 homes a year—saving 30,000 tons of coal and blocking 80,000 tons of CO₂ from hitting the air.It’s 31% bigger than the previous “world’s largest” turbine, and China is stacking wind and solar so fast it hit its 2030 clean energy goal six years early.In 2023 alone, China installed 65 ...

A Paris-based ESG data firm specialized in real estate is planning to dramatically increase its presence in the US, based on an assessment that Americans will soon need to pay more attention to how energy efficient their homes and offices are https://t.co/vt3oRq4lkV ...