@jmglachant.bsky.social
All good points Henri.
Much appreciated! 👏
Jm.
Big Tech’s market dominance
is becoming ever more extreme
Please wake up
Open your 2 eyes
• Yes
US stocks rose 36th record high of the year
But… propelled by handful of Megatech tied to AI boom
• S&P 500 ended in green
But… despite that 397 stocks of its 500 lost ground. 🫣🤫🫨
on.ft.com/3LitIAD
👏 Jan! 👏
01.11.2025 11:10 — 👍 0 🔁 0 💬 0 📌 0
Industrial electrification is the new frontier: Next week I will give the opening keynote at one of Europe’s leading events on Industrial Heat Pumps in the heart of Prague.
01.11.2025 11:09 — 👍 106 🔁 24 💬 1 📌 1? ~ ??
31.10.2025 18:01 — 👍 0 🔁 0 💬 0 📌 0Since 70 years (in fact 1953)
The two worst US Presidents after 100 days were:
Trump1 & Trump2 ~ both <50% approval
—//—
Data:
Presidential Job Approval Ratings Following the First 100 Days
| The American Presidency Project
www.presidency.ucsb.edu/statistics/d...
More on EVs
Chinese EV exports 2025
Their TOP10 countries
= 2.354 million cars exported
(In 2024, the whole EU internal car market was ~ 10 million)
x.com/cnevhome/sta...
The boss of IEA
(International Energy Agency)
Fatih BIROL
Rings the bells
<< Batteries are crucial technology for the 21st century …
But the world’s battery supply chains show a worrying dependency on one single country — China. >>
www.ft.com/content/874f...
<< << The emissions-free steam will be distributed to homes, businesses, hospitals and schools via the city’s existing heating network, edging out natural gas-fired boilers.
It will be the first of a series to serve the Boston and Cambridge areas in Massachusetts. >>
World’s largest industrial heat pump
35 MW in Boston
50 metric tonnes of steam per hour
>70mn square feet of building space.
Online in 2028
Using energy from Charles River
And operate mostly on renewable electricity.
www.ft.com/content/914a...
Merci Alicia ! Bonne chance à toi ! !
31.10.2025 13:19 — 👍 0 🔁 0 💬 0 📌 0
I am sharing my recent podcast in the series of #Zhonghua Mundus in The Sound of Economics by @bruegel.org. In this episode, I talked with Cecilia Trasi and Yuyun Zhan to explore the state of #EU–China #climate relations.
www.bruegel.org/podcast/para...
King Charles to the US Imperial Republic.
31.10.2025 13:18 — 👍 3 🔁 0 💬 0 📌 0
Back on @cleaninguppod.bsky.social this week, my friend Rachel Kyte CMG - pioneer of blended finance and former CEO of Sustainable Energy for All, now UK Climate Envoy. With COP30 approaching, she explained how climate diplomacy really works, stripped of sloganeering. www.youtube.com/watch?v=V1m2...
30.10.2025 11:22 — 👍 11 🔁 5 💬 1 📌 0
Timmermans was leading the alliance
GL-PvdA
which losts 1/5 of its seats
(25 > 20)
Dutch left-wing leader (and former EC V.P) Timmermans steps down after poor election result in the Netherlands
www.reuters.com/world/europe...
YouTube TV… 10 million subscribers.
30.10.2025 11:14 — 👍 1 🔁 0 💬 0 📌 0Les 68tards, plus tard.
30.10.2025 11:12 — 👍 1 🔁 0 💬 0 📌 0<< Italy’s Court of Auditors refused to approve government’s flagship plan to build a bridge linking Sicily to the mainland.
A blow to PM Meloni & Infrastructure Minister Salvini, who have long championed this €13.5bn project. >>
Spain, France
vs
Germany, Italy.
À Rio, la police est dangereuse.
30.10.2025 11:03 — 👍 1 🔁 0 💬 0 📌 0En Allemagne, l'économie est à l'arrêt
Croissance nulle entre juillet et septembre, quasi-stagnation cette année +0,2 %
Après 2 années de récession, elle ne dépassera pas le niveau atteint à la fin de l'année 2019 : 6 ans en arrière
via @lesechosfr.bsky.social
lesechos.fr/monde/europe...
UAE Mega solar pv project
• Capacity: 5.2 GW
• Battery Storage: 19 GWh world’s largest
• Delivered Power: 1 GW baseload around the clock
• Investment: $6bn
>> 1GW 24/7 for $6bn
Who’s doing better?
solarquarter.com/2025/10/24/u...
Le smic allemand à 14,6€ horaire en 2027
= 2 570€ bruts pour 176h mensuelles.
Il est à 11,88€ horaire aujourd’hui en France
+ 2 090€ brut mensuel
Réindustrialisation en France : l'enlisement
(Dans Les Echos )
• 1er Sem 2025
2 fois plus de fermetures d'usines (82)
que d'ouvertures (44) 🥲~ 😢
• 2è Sem 2024
61 ouvertures contre 60 fermetures.
lesechos.fr/industrie-se...
Chaussures en matière recyclable
30.10.2025 06:43 — 👍 1 🔁 0 💬 0 📌 0
Trump's popularity dips as Americans sweat cost of living
Reuters/Ipsos poll finds - @reuters.com
South-Korean Chip Maker SK Hynix said it had already sold next year’s production of semiconductors
As leading supplier of advanced memory chips to Nvidia
It posted record profits (+62% for Q3) on the back of an artificial intelligence boom (revenues +39%)
www.ft.com/content/64e7...
As expected, hurricane #Melissa has started its rapid intensification. Already a cat. 3 major hurricane now, with winds of 195 km/h. Forecasted to cause catastrophic damage on Jamaica and in Haiti in the coming few days.
26.10.2025 06:00 — 👍 38 🔁 13 💬 3 📌 2
Mega 💸 within the US mega Tech
OpenAI completed long-awaited restructuring
handing its largest shareholder Microsoft a $135bn stake
and propelling it to $4tn market cap.
Microsoft will take 27% holding in OpenAI, the ChatGPT creator
on.ft.com/48QK5yc
