China Petrol Car Sales Trend: 2017: 23.6m (historical peak) 2018: 21.4 2019: 19.6 2020: 17.8 2021: 17.1 2022: 14.8 2023: 13.9 2024: 11.4 2025: 10.9 2026(e): 7.2 >16.4m annual loss since 2017 is larger than the annual passenger car markets of the US and Japan combined

Nuclear power is the most expensive way to make electricity - the slowest, most expensive and dangerous option we have. Always over budget and out of time - can’t say I’m unhappy to see the EA enforce nature protection rather than step aside for this man made disaster. We don’t need nuclear energy to achieve energy independence and 100% green on the grid. A delay to Hinkley matters very little in my view - the chances of it ever landing in 2030 were always slim. thetimes.com/uk/politics/art…

UK grid connections reform page threw up some interesting details yesterday Looks like the LDES projects secured 4-5GW of grid connections in the before 2030 slot, this may have been a gating factor on announcing the Cap and Floor scheme results as grid connections would need to be known before choosing winners $EOSE neso.energy/industry-informa…

Canadian Solar $CSIQ Energy is largest component of operating a datacenter. I warned against using higher priced electricity sources such as Nuclear. When you are in a competitive environment to keep your cost per token down, costs matter. I am predicting the market will start to lean into solar and battery, especially now that the midterms are coming up. If we have a change in the political winds this fall, this could lead to renewed renewable incentives,at the same time the market and hyper-scalers may be waking up to the sobering realities of keeping energy costs down.