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GLOBAL ENERGY CONSUMPTION - A PRIMER

We have hopefully all seen this wonderful diagram from LLNL showing the Flow Diagram of the world’s Energy Consumption in a very useful form full of diagnostic power

So how did we get to here ?

And where are we going from here ?

 1. The recent history of Global Energy Consumption

Back in the 1800s the primary use of energy was to generate heat by cutting down trees and vegetation and burning them as fuel - referred to here as “Traditional Biomass”

- this was a defining feature of our World 2.0
2. And then with the advent of the Industrial Revolution fossil fuels like Coal, Oil and Gas became increasingly important

- and they started to define many of the characteristics of our World 3.0
3. Wood-burning Biomass has remained as a significant source of Energy even though its proportion has declined

4. Coal reached as high as 50% of our Energy supply and has continued to grow in absolute terms even though its proportion has shrunk to around 25%
5. Oil took over 40% of the Energy market until the Oil Shock of 1973 started changing our attitudes about the efficiency of its consumption

6. And Gas has been steadily growing its share of the market
7. Hydro has long been a part of our Energy sources

8. And technology has more recently enabled Wind and Solar to have growth potential as Energy sources, but their scale remains very small
9. During the last 120 years our primary energy consumption has grown from 12,100 TWh per year in 1900 up to 158,839 TWh per year in 2019, or an increase of 13.1x
10. Since 1973 the growth rate of our global energy consumption has slowed down as we have learned to use these vast amounts of energy more efficiently and more cleanly
11. And the trend-line growth rate has been about +1.65% per annum

- which is almost half of the growth rate of Global GDP which runs at about +3.0% per annum on a trend-line basis
12. We can use this to extrapolate the growth in our primary energy consumption if nothing were to change in our current habits and practices

- and the result would be a consumption rate of TWh 263,800 per year by 2050, or 1.66x higher than the current level as of 2019
13. Which takes us back to our original diagram

This chart tells us that we are consuming 534,000 PJs of primary energy

- but we are only getting 210,000 PJs of useful work out of that

- and 58% of what flows through the system is getting wasted as Rejected Energy
14. This Rejected or wasted Energy is largely a consequence of using Fossil Fuels in heat-cycle engines

- where the laws of physics dictate natural limits to energy conversion efficiency
15. Using Electricity in place of Fossil Fuels completely changes this picture

- we can achieve the same functional outcomes with dramatically less energy consumption because less input energy is rejected as waste heat
16. And this can be true across many of the use cases where we consume Energy

- with Transportation as the single biggest area of opportunity
17. The opportunity exists to reduce our Primary Energy footprint by -50% or more

- which can make a huge difference in many ways even with the natural growth in our Energy needs
18. Achieving this through comprehensive and fundamental changes needs to become one of the most important defining features of our World 4.0

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“Energy needed a digital revolution – and we are it”

Greg Jackson, boss of Octopus Energy, says the sector was ripe for an Amazon or Uber-style disruptor, but that his version will also boost the UK’s green revolution


Greg Jackson, chief executive of Octopus Energy, wears the unassuming combination of jeans and trainers one might expect from the founder of a wildly successful startup

There’s also a vast open-plan central London office, easy camaraderie with staff, lots of plants

He has the enthusiasm and world-changing idealism too

With all these markers of a tech unicorn – a deal last month with Tokyo Gas valued it at $2bn (£1.5bn) – it’s easy to forget that Octopus is an energy company

Jackson, 49, says the distinction is increasingly irrelevant

Octopus is a new breed of energy supplier, built on cutting-edge technology and unencumbered by the creaking billing systems and fossil-fuel plants that plague the UK’s “big six”

Set up just five years ago, it has been free to view the energy market as a tech startup would: ripe for disruption
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JPR007
JPR007
@jpr007
@bburnworth Here’s some background

1. Global Vehicle Fleet


2. Natural Demand for new vehicles to support the evolution of the Global Vehicle Fleet


3. BEV Penetration S-Curve that you already alluded to


4. Evolution of BEV supply based on combining Natural Demand and the BEV Penetration S-Curve


5. Evolution of Tesla volume based on 20% Global Market Share of BEVs
BUSINESS
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JPR007
JPR007
@jpr007
South Korean carmaker Hyundai on Wednesday presented the first 7 hydrogen-powered trucks to customers in Switzerland, out of 50 such vehicles scheduled this year to bring zero-emission commercial vehicles to European roads


For long haul, proponents say hydrogen-powered trucks have an advantage over electric rivals as they have a greater range and require less charging times but their uptake and mass production has been slow because they are expensive

However, a McKinsey study in January said that once relative efficiencies of the power sources and lifetime costs of a truck are factored in, green hydrogen could reach cost parity with diesel by 2030

PARITY WITH DIESEL ???

Hyundai has been partnering with Swiss companies to build a value chain covering the production of green hydrogen from hydropower, hydrogen charging stations and the service and maintenance of the trucks

The customers, which include supermarket chain Migros, will be leasing the trucks from Hyundai Hydrogen Mobility HHM to transport goods around the country, backed by the new hydrogen infrastructure
TECH
JPR007
JPR007
@jpr007
VW LOOKS INTO THE VALLEY OF DEATH

The disruptive threats Herbert Diess saw coming for big, incumbent automakers soon after he took over the top job at Volkswagen Group are playing out as predicted -- only faster and in more dramatic fashion


In an interview, Diess said additional cost reductions and a speedier overhaul of the German industrial giant are vital to withstand new rivals with superior financial firepower

He has been reflecting not only on trying to keep pace with Tesla but on the risk that Apple adds another mighty competitor with almost unlimited resources to the automotive arena

“Despite all efforts, we are currently in a rather more difficult situation than in 2018 when I took office," Diess said

"What really has changed -- and what I had not expected to this extent -- is the view of capital markets on our industry”

In the almost 2 1/2 years since Diess told investors VW needed to aim for valuation levels more in line with Apple, Amazon and Google to still be around for another two decades, the gap has only grown
FINANCE
JPR007
JPR007
@jpr007
LEGACY AUTOMAKERS - 2020 NOVEMBER YTD

As we approach the close of the year, how do the legacy automakers see themselves in 2020 ?

Total global industry volume is down -16% so far, and the two largest players reflect that same reality


Renault is down -22%

Nissan is down nearly -30%

And Mitsubishi is down nearly -39%

Which has brought this unstable alliance down by -28.1% overall

Of course, these numbers only reflect the way the industry likes to present itself to you

And many things about them are not quite as robust as they would have you believe

Let’s touch upon a few :

1. A lot of the volume that VW likes to report does not actually belong to them


2. Instead it belongs to Chinese companies that they only have partial ownership stakes in

3. So when VW actually files its own financial statements, a large part of this volume does not get included

4. On this particular scorecard they are reporting production and not sales

5. This is important for investors to understand because you only earn profits on sales and not on production

6. Any reports of sales numbers from legacy automakers have proven to be unreliable, and are prone to “sales reporting abuses”
BUSINESS

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Josh
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@Josh731_
-Thread-

The Bolshevik Revolution was Jewish, 6/8 Soviet leaders from Lenin to Gorbachev were Jewish AND all three Presidents since the (fake) fall of the Soviet Union are Jewish

Lenin✡️
Stalin✡️
Khrushchev✡️
Brezhnev✡️
Andropov✡️
Gorbachev✡️
~
Yeltsin✡️
Medvedev✡️
Putin✡️


First Soviet government mostly Jewish:

Funded by International Jewish bankers;

https://t.co/qdmhsmSRFz

Ariadna Tyrkova-Williams on Bolshevik revolution:

“In the Soviet Republic, all the committees and commissaries were filled with Jews”

https://t.co/iysRhViRe3


Lenin:

"Russian-Jewish newspaper Yevreyskaya Tribuna , 22nd August, 1922 - Lenin asked the rabbis if they were satisfied with the particularly cruel executions."

https://t.co/vWoUqvmXc4


Stalin:

B’nai Brith report - Stalin is Jewish (pg 35)
https://t.co/Km9UClfrRt

Stalin's Jewish mother (Jewish Cup Kiddush covered with a shroud - on the grave of Stalin's mother) https://t.co/XXAkeC6wID

Soviet Analyst, Volume 31, Issues 1-7
https://t.co/ycZG4XshNC


Khrushchev:

Nikita Salomon PEARLMUTTER. (img 1) https://t.co/aVLCetMf3w

Another source for Pearlmutter (img2)
https://t.co/m6JzRrD1BJ

"Khrushchev, also, promptly added that the Soviet Government is based today on Jewish leadership"
https://t.co/4lg7XZJON8
WORLD
Paul Furber
Paul Furber
@paul_furber
Good question: what proofs has BDA provided of his authenticity?

Let's go through some of them.


- BDA predicted the Saudis would assassinate Suleimani. They did.
- He said the dog that got Badghadi's arm deserved a Medal Of Honor. The next day the President posted a joke image showing him giving the dog a MoH.

- He said one of his ops in Syria would severely disrupt a CIA drug trafficking operation. This was proved true within a few days:
https://t.co/Hranupwcxj
- He sent gold to Brazil to help pay for an anti-trafficking operation there. That op became public soon afterwards.

- On May 31 this year, he predicted the President would be giving a speech the next day. June 1, the President gives a surprise address at the Rose Garden.
- He predicted the US would be making diplomatic moves on Greenland. True.

- He said the US would be pulling all troops out of Afghanistan. This was confirmed within the month.
- He claimed earthquakes would be hitting Iran's nuclear facilities in December. Yep.
- There were FOUR facilities hit, not the three made public. Also true.
WORLD
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Martin Chorzempa \u9a6c\u6c38\u54f2
Martin Chorzempa 马永哲...
@ChorzempaMartin
Thread on Invisible China: Scott Rozelle and Natalie Hell's illuminating and scary deep dive into rural China's ills and stark inequality. No matter how bad you think it is, it's worse there---more like a developing country than a global superpower. 1/n

2/Rozelle rolled up his sleeves to understand the CN most only see from plane or train windows. Issues in health and education, bringing down human capital of 300m rural Chinese, could trap it in middle income status.

Think future like Mexico/Turkey now, not Korea/Taiwan

3/Most focus on impressive elite universities and high schools topping int'l rankings, but CN average education levels are abysmal.

Only 30% of China's working age pop completed high school--last place for all middle income countries, worse than many poor countries!

4/TIL a startling fact: school in CN through grade 9 became free & mandatory only in 2006! Even today high school is not free in CN! Want to go through grade 12? Pay fees of 10-15x incomes for poor rural areas. Instead they drop out to work unskilled jobs. Xi has promised to fix

5/No country has escaped middle income trap below 50% HS grad rates, and avg for successful countries (now high income) is 76%. Why? HS skills not important for repetitive assembly jobs, but w/o ability to learn & basic skills in math and reading, can't do more productive jobs
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Nicholas Drummond
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@nicholadrummond
BRITSH ARMY HEADCOUNT REDUCTION (Thread)
Looking back at personnel cuts made in 2010, a reduced Army of 82,000 didn’t help Britain regain its financial strength, it simply signified a hollowing-out of our ability to defend ourselves.
(1 of 25)


It destroyed the credibility of David Cameron’s Coalition Government then and even more so in hindsight. It was military illiteracy on a grand scale. The problem wasn’t so much the reduction itself, but the fact that there was no real strategy behind it, no future plan.
(2 of 25)

Back in 2010, the UK's involvement Iraq and Afghanistan didn’t really serve our national interests (See Ben Barry’s book). If these conflicts were sub-optimal uses of the Army, they raised the important question of what the Army’s underlying raison d’être should be.
(3 of 25)


We hope the Integrated Review will provide a concrete response to this. In the meantime, the Integrated Operating Concept has been much talked about, but we have been left in the dark about what it signifies in terms of strategic priorities and a reconfigured force.
(4 of 25)


The resulting strategy will obviously be threat-driven with Russia, China, North Korea and Iran representing near-peer threats and Islamic terror groups in Africa and the Middle East posing an asymmetric threat. This suggests a mix of high-end and light forces.
(5 of 25)
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PovertyNeverForgets
PovertyNeverForgets
@NeverPoverty
THREAD: Toronto – OPSEU/SEFPO President Warren (Smokey) Thomas says proposed changes to the Ontario Disability Support Program (ODSP) announced today would create chaos and uncertainty for many of the province’s most vulnerable people @OPSEU #Odsp

Thomas says the changes would force those with disabilities to navigate an entirely new support system, and he’s concerned such a proposal was put forward in the middle of a major public health crisis.
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Here is the detailed information of about strategy,

Entry time : 9.30 - 10
Exit : Upto you

Strategy :
Sell weekly ATM CE & PE at almost equal price
For ex : Sell Nifty 17250 CE at 50 and Nifty 17250 PE at 48 so it will become short straddle

Buy monthly ATM or near ATM CE & PE at matching price (5-10 points diff should be fine) as hedge
For ex : Buy Nifty 17250 CE at 150 and Nifty 17300 PE at 155 so it will become long straddle.

Weekly Short straddle + Monthly Long straddle

Adjustment:

• If you feel slightly bullish/bearish then no adjustment needed
• If Nifty moves 50 up or down and sustain then just simply roll up or down half of qnty and keep rest of the quantity. If market goes up or down further then roll up or down rest.

• If Nifty moves one side or about to breach BEP then add equal amount of lot. This can balance tested side. For ex: If I bought 17300 CE 4 lot as hedge then add 4 lot so you will have only one side risk . Note: Remember to keep SL at cost price (only for additional lot bought)

Capital requirement:
2.2 L for 4 lot
Adjustment requires additional capital upto 1L

Note : High risk high reward strategy, please don’t execute until you fully understand. Kindly do paper trading or backtest.
RR : 1:1
POP : 45-55%
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THE NOTICEABLE SIGNS OBSERVED ON IMPENDING DEATH(मृत्यु के संकेत या चिन्ह)

As per Skanda Puran, Kartikeya had narrated to Muni Agastya about the signs of the coming death. This is as per this ancient scripture.


If one experiences the air coming out of right nostril continuously then it is observed that the person dies within three years. If the breathing is continuous towards upper side from both the nostrils, then the person can die within two three days.

If the breathing is through the mouth instead of the nostrils then the person may live only for two days. The person should take into coignance these signs of the occurance of any sudden death.

As per astrology when the Surya is in the 7th house and Chandrama is in its own house and the breathing is only through the right nostril then the danger exists. If you see a yellow black coloured figure who becomes invisible immediately then the life span is limited to 2 years.

If any person sneezes, passes urine, stool and semen all together he has only a year more to live. If a person sees blue coloured snakes flying in the sky then he has only six more months to live. If a person sees any thing opposite to its real self like colours
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Billy Bostickson \U0001f3f4\U0001f441&\U0001f441 \U0001f193
Billy Bostickson 🏴👁&👁 ...
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@EricTopol @NBA @StephenKissler @yhgrad B.1.1.7 reveals clearly that SARS-CoV-2 is reverting to its original pre-outbreak condition, i.e. adapted to transgenic hACE2 mice (either Baric's BALB/c ones or others used at WIV labs during chimeric bat coronavirus experiments aimed at developing a pan betacoronavirus vaccine)

@NBA @StephenKissler @yhgrad 1. From Day 1, SARS-COV-2 was very well adapted to humans .....and transgenic hACE2 Mice


@NBA @StephenKissler @yhgrad 2. High Probability of serial passaging in Transgenic Mice expressing hACE2 in genesis of SARS-COV-2


@NBA @StephenKissler @yhgrad B.1.1.7 has an unusually large number of genetic changes, ... found to date in mouse-adapted SARS-CoV2 and is also seen in ferret infections.
https://t.co/9Z4oJmkcKj


@NBA @StephenKissler @yhgrad We adapted a clinical isolate of SARS-CoV-2 by serial passaging in the ... Thus, this mouse-adapted strain and associated challenge model should be ... (B) SARS-CoV-2 genomic RNA loads in mouse lung homogenates at P0 to P6.
https://t.co/I90OOCJg7o
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This day was inevitable. Indian Muslims always lived in La La Land. They bad mouthed real well wishers & slept with the enemy who never considered them as part of them. In Gulf, Indian Muslims were busy with Javed Akhtar & Sonu Nigam. Never interacted with South Asian diaspora

Now when Indian Muslims are thrown to wolves it’s Pakistani & Bangladeshi Muslims with whom they kept distance are the only ones feeling their pain. None of the people who they invited for Eid Milan. Qawali & Mushaira are there for them. Such people invoke wrath upon themselves

Indian Muslims never spoke for Kashmiri Muslims. Distancing from separatist was understandable but we never even bothered to highlight their human rights violation & rapes carried out by forces. We could have sent them humanitarian help we didn’t. Our silence made us complicit.

When Sania Mirza married Shoaib Malik it was something legal. A Muslim married another Muslim. Entire Hindutva media went after her. They launched a witch-hunt for months. No Indian Muslim stood by her. All were silent. Now days come when Muslims are arrested for marrying a Hindu

Indian Muslims particularly the elite downplayed communalism in India by saying it will pass or Hindu majority is good. Fringe are bad. They misguiding others. Muslims were always others. Indians were happy to see Muslims sing & dance & eat their food but never considered as own
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A list of cool websites you might now know about

A thread 🧵

1) Learn Anything - Search tools for knowledge discovery that helps you understand any topic through the most efficient

2) Grad Speeches - Discover the best commencement speeches.

This website is made by me

3) What does the Internet Think - Find out what the internet thinks about anything

4) https://t.co/vuhT6jVItx - Send notes that will self-destruct after being read.
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