Category: Energy
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Bezos on Strategy
Long-term Strategy & Customer Focus Innovation & Decision-Making Philosophy AI Business Opportunities Core Business Principles
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Refining Uranium
Longer interview ⚡The US has 94 operating reactors producing 97 GW of electricity, accounting for 18.5% of grid energy production, while total installed production capacity is 1,250 GW. China has doubled its grid production since 2010 and will triple it by the end of the decade, demonstrating that rapid grid expansion is possible if desired. Domestic Uranium Enrichment 🏭The US currently lacks domestic uranium enrichment…
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Building NGP Energy Capital Management
Ken Hersh on why it’s important to only give money to people who can make lemonade out of lemons (e.g. the people who figured out what to do with wells with shale).
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CEO, Entrepreneur, Born in 1964
Jeff Bezos shares his optimistic perspective on Donald Trump’s potential to reduce excessive regulations in the U.S., viewing this as vital for economic growth and managing national debt through increased GDP. He also expresses hope for a more positive engagement from Trump towards the press and notes a calmer demeanor from the former president. Transitioning…
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Trade War 2?
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Prices Are Still Too High
According to WSJ, many Americans continue to fixate on inflation, despite the fact that prices are rising more slowly. This discontent with inflation is weighing on President Biden’s approval ratings and his re-election hopes. Although inflation has fallen, it remains a significant concern for consumers. They are particularly sensitive to rising prices because they remember…
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Grantham says “only invest outside the US”
Jeremy Grantham shares his insights on market bubbles, his investment strategy, and his concerns about the climate crisis in this interview. He emphasizes the role of human nature in creating bubbles, with people driven by the fear of missing out on wealth. Grantham also highlights the importance of recognizing human nature in market behavior and…
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Getting ready for energy grid overload…
This video is a big ad for Avangrid, but it is useful in that it accurately describes the shortcomings of the USA energy sector and grid regardless of the proposed solutions. The CEO of Avangrid, Pedro Azagra, describes the state of the current grid, which consists of three distinct parts: the eastern part, the western…
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OIL is the most important commodity on the planet.
This is a great explanation of futures markets and oil futures using the CME crude oil contract as an example.
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Bianco Predicts…
The Magnificent Seven stocks (FANG stocks, plus Tesla, Microsoft, and Nvidia) have contributed significantly to the overall market gains. Bianco attributes their success to the hype around artificial intelligence and the rollout of new technologies. However, he also notes that the performance of the other 493 stocks in the S&P 500 has been less impressive,…