It’s never been a better time in history to be in the electricity business. 20+ different was to generate it all competing for dominance. We can now economically store it. Electrification of lots of big loads. Massive demand growth on the way. Cost effective distributed energy.

Ford will reveal their new groundbreaking EV platform today. My prediction: unboxed manufacturing process gigacasting LFP a bit on the wiring side and not much else. They will call the process and gigacasting something else so it'd look like it's a novel approach.

AG Pam Bondi is taking control of the DC Police Department effective immediately, Trump says.

Mainstream macro blames crises on public debt or bad policy. History tells a different story, The biggest crashes follow private debt booms , when households & firms load up on credit faster than incomes grow. 🧵1/8

“When I entered Gaza the Israeli military had a rule: I was only allowed to bring in three kilos of food. As I was weighing out protein bars, trying to get under the limit, I said to my husband: ‘How sinister is this?’ I’m a humanitarian aid worker. Why would there even be a

The mighty formidable American dam keeping Chinese cars off American roads feels like it’s about to burst. Prediction: Look for President Trump to announce a <grand deal> in Q4 featuring multi billion dollar China automaker investment into a southern state. One or more U.S.

Behold Justin Trudeau's war on Canadian oil production.

"A bank’s ability to grant loans and create money has nothing to do with whether it already has excess reserves or deposits at its disposal. Instead, various economic and regulatory factors constrain the process of money creation" -Deutsche Bundesbank

This is unprecedented: Core CPI inflation is back above +3% and PPI inflation is at its hottest since March 2022. Meanwhile, President Trump is calling for a 300 BASIS POINT rate cut and is set to replace Fed Chair Powell. Are you ready for what's next? (a thread)

Ron Butler "There are too many rentals." As a renter, this is music to my ears 🤤

Interesting how regulators start to grow a backbone once the market is in correction. It seldom happens during the frothy times. But better late than never.

there's a shortage of housing but we have to give incentives to attract more renters because we have rising vacancies in Toronto and Calgary ... ooh kaaay

More of the EV deployment you don't see but is there: Africa: BasiGo has now put 100 electric buses on the roads in Kenya and Rwanda and plans to reach 1,000 electric buses on the road by 2027.

Your 'doom quote' for today: "Earth is now warmer than at any time in the Holocene, the past 11,700 years of relatively stable climate in which civilization developed, and it is at least as warm as during the extreme warm ... period 120,000 years ago." tandfonline.com/doi/full/10.10…

politics.co.uk/comment/2025/0…

Canada vs. Trump: is confrontation the only option? bit.ly/4oDq1oc #whenthebubblebursts

Up again in Q2 to another all-time record.

Trump tariff impact is huge for earnings report from Deere $de but you can't see it in the headline or in the first few paragraphs of the story. headline and paragraph 5 of the news article: