Asim Riaz @AsimRiaz1978
LNG, LPG, CNG, Gas but Loves Solar. M.Phil. Strategic Studies NDU, Master in Energy Management CIIT, Graduate/BSc (Mechanical) UET, Graduate Math-Physics PU Islamabad, Pakistan Joined October 2021-
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Chart of the year to date: Batteries are killing the duck Full thread here: x.com/grid_status/st…
Chart of the year to date: Batteries are killing the duck Full thread here: x.com/grid_status/st… https://t.co/4Y7DOgrR9Y
The fear that AI will overtake human intelligence is overrated. The language models are far superior to web searches and are certainly helping us get better answers for what we are looking for. But they cannot think better than us. We need to know what questions to ask. It is…
Our governments will be relied on gimmicks and not policies. Let’s count the gimmicks. Yellow cab scheme Sati roti scheme Jawan pakistan Sehat Sahulat BISP Ehsas IPPs Petrol subsidy scholarships Why do ppl swallow this? Is this the job of the government? We are a…
Floating Solar Extreme Weather Condition! Renewable energy's reliability often hinges on natural gas, especially during unpredictable weather. Events like hailstorms can suddenly knock out solar power, boosting demand for gas as a backup. It's a reminder of how essential gas/LNG
Floating Solar Extreme Weather Condition! Renewable energy's reliability often hinges on natural gas, especially during unpredictable weather. Events like hailstorms can suddenly knock out solar power, boosting demand for gas as a backup. It's a reminder of how essential gas/LNG https://t.co/OcGR1lIWoy
Without these metals, there is no green revolution. Lithium, nickel, cobalt, manganese, and graphite are on the U.S. Department of Energy’s ARMs list
“You're likely to make the most money with the ideas that are the simplest.” — Mohnish Pabrai
"I think that the most important investment you can make is in yourself." — Warren Buffett
"What I was given to study in school I have forgotten; what I decided to read on my own, I still remember." — Nassim Taleb
"Ben Graham taught me 45 years ago that in investing it is not necessary to do extraordinary things to get extraordinary results." — Warren Buffett “People underrate the importance of a few simple big ideas...” — Charlie Munger
If the market tells me I'm wrong I don't fight it, I just try to recognize it as quickly as possible and change gears. You don't make money in this business by arguing with the market when he doesn't do what you expect him, or want him to do. This is a very hard lesson for…
Arthur burns's major policy mistakes in the early 70s that led to stagflation .👇 Jerome's policy mistakes are not only similar but far greater.
Warren Buffett on valuations today… “I don’t think anyone at this table has any idea of how to use it [$189B in cash] effectively, and therefore we don’t use it. We only swing at pitches we like… today things aren’t attractive. We’re not using it at 5.4%, but I wouldn’t use it…
🚨Clouds are gathering around the Strait of Hormuz, one of the major global energy chokepoints, as🇮🇱Israel vows to respond to🇮🇷Iran. From Europe to Asia, gas prices are rising along with the preoccupation for the security of supplies in case the escalation goes out of control. 🧵
🚨Clouds are gathering around the Strait of Hormuz, one of the major global energy chokepoints, as🇮🇱Israel vows to respond to🇮🇷Iran. From Europe to Asia, gas prices are rising along with the preoccupation for the security of supplies in case the escalation goes out of control. 🧵 https://t.co/tPHHnOgwcu
🚨The sabotage of energy infrastructures is on the rise. After the Baltic Sea, the new hotspot is the Middle East. Energy geopolitics follows regional tensions, in particular in the🇮🇶Iraqi Kurdistan, where a gas field has been bombed and regional players have big interests 🧵
🚨The sabotage of energy infrastructures is on the rise. After the Baltic Sea, the new hotspot is the Middle East. Energy geopolitics follows regional tensions, in particular in the🇮🇶Iraqi Kurdistan, where a gas field has been bombed and regional players have big interests 🧵 https://t.co/S6qFcqTYWV
5 things that happened this week: Egypt got an upgrade from Fitch Credit-rating outlook up from ‘stable' to 'positive' Why? The $57 billion international bailout 1/5 bloomberg.com/news/articles/…
I fact-check the propaganda with data @DeanPri42383873 IEA expects biodiesel to account for 2% of transport fuel by 2050. It's inevitable that biodiesel use will increase. It will still be a zero-rounding error #energy #energyTransition #ClimateActionNow #renewables #NetZero…
I fact-check the propaganda with data @DeanPri42383873 IEA expects biodiesel to account for 2% of transport fuel by 2050. It's inevitable that biodiesel use will increase. It will still be a zero-rounding error #energy #energyTransition #ClimateActionNow #renewables #NetZero… https://t.co/P3HxpHmWJ1
World Bank again advising to increase tax on salaried individuals of Pakistan‼️ Sugar coated in the name of reducing no.of slabs. Salaried individuals are the least protected from 100%+ inflation in Pakistan in last 3 years. World Bank needs to review it's policy stance and…
More LNG supply problems 🇦🇺 A production train at Gorgon in Australian will be offline for weeks 🇺🇸 The Freeport plant in the US has been slow to restart from maintenance 🎢 This is bound to breed more volatility in the global gas market
More LNG supply problems 🇦🇺 A production train at Gorgon in Australian will be offline for weeks 🇺🇸 The Freeport plant in the US has been slow to restart from maintenance 🎢 This is bound to breed more volatility in the global gas market
"Chevron says Gorgon LNG production train offline after fault", repairs "expected to take a number of weeks" , remaining 2 trains producing at full rates reports @SStapczynski. See 👇Gorgon LNG is 3-trains, each ~0.7 bcf/d for total ~2.1 bcf/d capacity. #OOTT #LNG
Abdul Rehman Najam @AbdulRehman0292
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152 Followers 199 Following 14 years as an energy market analyst, now working on asset transactions and investment advice across the energy industry. All views are my own.Ali Mehdi Rizvi @amehdirizvi
139 Followers 235 Following learning to build, figuring stuff out, enjoy discussing crazy ideas. RTs shall be endorsements https://t.co/vYcGtcclyYPeter Mikhaeil @M27195Peter
0 Followers 7 FollowingAbdul Rehman Najam @AbdulRehman0292
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88K Followers 501 Following Commodity Analyst. #OOTT Views are my own. Tweets/Posts intended for information only. Retweets/Reposts ≠ endorsements.SBP @StateBank_Pak
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307K Followers 211 Following Senior Fellow @BrookingsInst, previously Chief Economist @IIF and Chief FX Strategist @GoldmanSachs. Opinions are my own. Email: [email protected].Tracy (𝒞𝒽𝒾 ) @chigrl
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53K Followers 3K Following Follow for #Bitcoin insights. VP of Research @RiotPlatforms (NASDAQ: $RIOT). Steward of @CatholicBitcoin . Views here are mine.Wombat the EE @wombat_ee
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141K Followers 875 Following Assist. Prof of Law & Finance. Chairman @EuroMedHR. Views expressed here are personal أستاذ مساعد في القانون والتمويل. مؤسس ورئيس المرصد الأورومتوسطيYounus Dagha @DaghaYounus
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166K Followers 34 Following Power Division, Government of Pakistan, official twitter accountarjun⚡️murti @ArjunNMurti
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1K Followers 938 Following 🇪🇺 Europe rocks 🚀Renewables soar 🏞️Outdoor calms #PPAChart of the year to date: Batteries are killing the duck Full thread here: x.com/grid_status/st…
In 2024, natural gas generation on an average April day in California hit a 7-year low. This is a significant trend reversal from what we saw from 2021 to 2023 in CAISO.
The fear that AI will overtake human intelligence is overrated. The language models are far superior to web searches and are certainly helping us get better answers for what we are looking for. But they cannot think better than us. We need to know what questions to ask. It is…
غلامى سے بدتر هے بے ىقىنى, همارے مقتدر لوگ اور ادارے عوام کو بے ىقىنى کے اس درجے په لے آے هىں که اپنى ذات...اپنى سوچ بے معنى...همارى قوم کا مرکزِ قوت عوام هىں ىا فوج؟ ىه سوال جواب طلب هے...عوام کى قوت غزه جهاد سے واضح... فوجى قوت کى بے توقىرى...ىوکرائىن میں ظاهر...فىصله همارا..!
Without these metals, there is no green revolution. Lithium, nickel, cobalt, manganese, and graphite are on the U.S. Department of Energy’s ARMs list
"I think that the most important investment you can make is in yourself." — Warren Buffett
"What I was given to study in school I have forgotten; what I decided to read on my own, I still remember." — Nassim Taleb
"Ben Graham taught me 45 years ago that in investing it is not necessary to do extraordinary things to get extraordinary results." — Warren Buffett “People underrate the importance of a few simple big ideas...” — Charlie Munger
If the market tells me I'm wrong I don't fight it, I just try to recognize it as quickly as possible and change gears. You don't make money in this business by arguing with the market when he doesn't do what you expect him, or want him to do. This is a very hard lesson for…
Arthur burns's major policy mistakes in the early 70s that led to stagflation .👇 Jerome's policy mistakes are not only similar but far greater.
🚨Clouds are gathering around the Strait of Hormuz, one of the major global energy chokepoints, as🇮🇱Israel vows to respond to🇮🇷Iran. From Europe to Asia, gas prices are rising along with the preoccupation for the security of supplies in case the escalation goes out of control. 🧵
🚨🇮🇷Iran's unprecedented direct attack vs🇮🇱Israel is upending certainties regarding the Middle East and lasting for decades. Energy markets think the path ahead is a de-escalation, with oil & gas prices shrugging off a premium risk built in weeks. Has the Rubicon been crossed? 🧵
I fact-check the propaganda with data @DeanPri42383873 IEA expects biodiesel to account for 2% of transport fuel by 2050. It's inevitable that biodiesel use will increase. It will still be a zero-rounding error #energy #energyTransition #ClimateActionNow #renewables #NetZero…
@henriknasmark @aeberman12 The whole of federal government is in on it too Widespread adoption of Biodiesel is inevitable. The diesel engine is ubiquitous & locally-produced Biodiesel is the ONLY viable solution. Its already in the US Fuel system up to 20%. Some fleets run B100 usda.gov/media/press-re…
"Chevron says Gorgon LNG production train offline after fault", repairs "expected to take a number of weeks" , remaining 2 trains producing at full rates reports @SStapczynski. See 👇Gorgon LNG is 3-trains, each ~0.7 bcf/d for total ~2.1 bcf/d capacity. #OOTT #LNG
Cars price war Recently, Toyota, Honda, Kia, and Suzuki have decreased prices of some of their cars. The biggest decrease is in Kia Stonic (by 24%) followed by Suzuki Swift GLX CVT (by 13%) and then Toyota Yaris 1.3 CVT (by 3%) and Honda City CVT (by 3%). Interestingly, all…
I think that the focus on election and the focus on the civil military debate is meant to keep us distracted from the real issues and Pakistan. So we keep discussing was the election fair last day did this establishment interfere? We’ve done this for 77 years while they have…
There is surplus generation capacity in the country. The avg. fuel cost of electricity is PKR 10/kWh (final tariff being high is a separate story). Net metering users get paid PKR 20+/kWh Why should gov buy same electron for PKR 20/kWh, when avg pool cost is c. PKR 10/kWh? 1/
A Govt-backed campaign has been launched to tell how bad its for the power sector if middle class people install solar panels to avoid Rs62 per unit electricity cost. It’s a shameful act. Instead of apologizing to people for wrong power policies, the Govt is now making moves to…
Western insurance companies are saying Russian 🇷🇺🇷🇺 oil price cap is not working. More and more ships are moving off the official market to transport Russian oil. Approx 800 tankers have joined the shadow market since $60 oil price cap was imposed by US & Europe. Sanctions do…