Vladimir Ramirez S
@vsoberanis
Asesor Financiero proyectos de Infraestructura
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Grid scale batteries are changing our electricity system. Excellent new visual story on batteries in FT today shows just how far this technology has evolved. Fasten your seatbelts, this is just the beginning. ig.ft.com/mega-batteries/
NEW | Mexico could displace ALL gas imports from the US for power generation with solar and batteries ☀️🔋 The country’s abundant sunshine means it can become a global solar superpower and boost its energy security at the same time 🇲🇽 🧵1/3
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🧵
Even if you wrapped the entire planet in a solar panel, you would only be producing 20% of global energy. One of the biggest mistakes politicians can make is equating the ELECTRICITY with ENERGY!
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
Wrote more Ichiro stories here (and why Jerry Seinfeld — and many others — consider him the standard for someone trying to master a craft): readtrung.com/p/jerry-seinfe…
readtrung.com
Jerry Seinfeld, Ichiro Suzuki and the Pursuit of Mastery
Notes from the 1987 Esquire magazine issue that inspired Jerry Seinfeld to "pursue mastery [because] that will fulfill your life".
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
HILO || Hoy traigo un hilo entorno a una posición que se suele analizar bastante poco. Se trata del cambio que se ha producido en el papel del portero en el fútbol. La evolución del portero, con especial hincapié en la Premier League 👇🏼
“This event in Spain and Portugal once again illustrates that, as power systems evolve, grid optimisation and flexibility are essential for resilience” 3/4
Energy security used to mean oil. Now it means electricity. @greg_ip
Energy security used to mean oil. Now it means electricity. Oil and gas consumption are stagnant as electricity demand takes off. My column discusses what this means for the economy ... /1 wsj.com/business/energ…
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…
La @OECD suele ser muy conservador en sus proyecciones macro. P/arriba o p/abajo, suele ser cauto. Por ello, sorprende +el pronóstico tan fuerte d/recesión p/🇲🇽. 2 años La @OECD parte de la base q habrá aranceles. 2025: -1.3% 2026: -0.6% Sin aranceles, 2025: 0.1% 2026: 0.8%
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
politicaexterior.com
El momento de Europa en América Latina | Política Exterior
Si bien el enfoque de Trump en América Latina sin duda remodelará la dinámica geopolítica de la región, también presenta una oportunidad estratégica para que la Unión Europea fortalezca su papel como...
Lecciones de Ucrania para el rearme de Europa @ToniTimoner
"La rapidez con que Ucrania ha debido reorganizar sus recursos y modernizar su arsenal subraya la importancia de que Europa desarrolle una industria de defensa ágil". Análisis de @tonitimoner en Agenda Pública. f.mtr.cool/tpgbujiktm
agendapublica.es
¿Qué nos enseña la guerra en Ucrania sobre el rearme de Europa?
Ucrania lanza una advertencia a Europa: más presupuesto no basta; es clave modernizar la doctrina militar, coordinar capacidades y fortalecer la industria de defensa. Toni Timoner, economista de...
A mi no me había tocado ver uno
🚨HILO: Desmontando a los que dicen que NUNCA habían visto un penalti anulado por doble toque. Os dejo este hilo ÚNICA y EXCLUSIVAMENTE de PENALTIS ANULADOS por DOS TOQUES al balón. Si podéis apoyar, os lo agradezco🙏
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