Share this page!

Peter Zeihan Profile picture
Twitter logo
Apr 11 • 3 tweets • 1 min read
There's a lot in this final Mexican court ruling on #electricity, but the biggest takeaway is that any state-generated power gets first dibs on distrubtion, while any private greentech projects get last.
1/
 reuters.com/world/americas…
That means solar/wind will only go into the grid at times when the fossil/state system is already maxed out. Since solar/wind are intermittent, green power will only be used under very specific circumstances that will not arise all that often.
2/
Big hit to inward investment. Bigger hit to greentech in general.
3/end

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Peter Zeihan

Peter Zeihan Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @PeterZeihan

Peter Zeihan Profile picture
Mar 26
This is massive. Germany resisted any sort of combined EU debt raising capacity from the start. Before this fund was formed in 2020, the only way the EU could get money was if member states <gave> them the money.
reuters.com/world/europe/e…
1/
Now the EU can issue its own bonds. Germany only agreed to it because of the Covid crisis. Here's what I wrote on the subject when it happened:
zeihan.com/a-faint-flicke…
2/
Now Germany - "i'm-not-paying-for-your-mistakes Germany - is suggesting the EU raise more debt to finance a war vs Russia. In many ways this is a bigger & more effective step than Germany asking EU members to deploy their militaries to Ukraine to fight Russia directly.
3/
Read 4 tweets
Peter Zeihan Profile picture
Mar 2
Here's the UNGA vote on condemning Russia. A few thoughts.
1/ #Syria. No shocker how they voted. But the remaining Russian forces there are about to be cut off from...everything. #Turkey has already closed the Turkish Straits to Russian ships. Wanna kill some Russians without going to Ukraine? Here's your opportunity.
2/ #Mongolia abstained. While not technically a Russian satellite, they remain under heavy Russian influence. Arguably heavier than during the Soviet period. Really cheeses off the Chinese.
Read 9 tweets
Peter Zeihan Profile picture
Mar 1
Here's one of many snapshots of that 40 mile long traffic jam of Russian heavy equipment. Some thoughts:

First, it'll take longer for it to get where its going than you think. This isn't the Canadian trucker convoy where they could stop for fuel as they goal...

1/ Image
They have to bring their own. 40 MILES of vehicles will move vvvvvvvvvveeeeeerrrrrrrrrrrryyyyyyyyyy sssssssssssslllllllllllooooooooooowwwwwwwwwwllllllllllllyyyy. Military vehicles like tanks get about 1 mile per gallon. They'll likely all run out of fuel multiple times.

2/
And the convoy is so long and moving so slow that every time one vehicle stops, EVERY VEHICLE BEHIND IT MUST STOP AS WELL. I can explain away much of what has gone wrong for Russia in the war to date as it simply being the first week...

3/
Read 5 tweets
Peter Zeihan Profile picture
Feb 27
Lots here. General update:

1/ The Russian advanced into #Kharkiv, up in northeast #Ukraine and hard on the Russian border, was chopped to bits
wsj.com/articles/ukrai…
2/ Ukraine is forming an international branch of their "military "which will make it much easier for anyone in the world and wants to come and join the fight to do so
3/ #Kiev again repulsed a Russian assault. Once Russian armor was dispatched, Kiev spent the night purging itself of Russian foot soldiers
4/ Russian armor is flowing in from #Belarus on multiple vectors, with the intent of hitting Kiev from multiple directions
Read 5 tweets
Peter Zeihan Profile picture
Feb 26
DW dumped everything they had into a single article. In no particular order.
1/ The French have started seizing Russian cargo ships on the high seas. That's kinda badass. Very pre-WWI.
dw.com/en/ukraine-hea…
2/ Heavy fighting near Mariupol. Russian forces are pushing out of those eastern secessionist enclaves with the goal of linking up with Crimea.
3/ Facebook decided that while they are fine posting xenophobic and genocidal propaganda from China, actual war propaganda is a step too far. Facebook has barred all Russian entities from putting up ads on their platform.
Read 4 tweets
Peter Zeihan Profile picture
Feb 23
1/
 In light of all the Ukraine goings on, I'm posting some maps from The Absent Superpower.
2/
 From the US point of view, Ukraine is not what matters. Instead, its what happens after the Russians have consolidated control over Ukraine & turn to their next targets: Poland and the Baltics.
3/
 Russia sees these conquerings as defensive. Russians are attempting to plug the access point to their heartlands. In Absent Superpower I broke these efforts into a series of phases. By my math we are now in phase 3.
Read 4 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(