Anton Frisk

- gold price up 40% this last year
- Meta paying 250M$ to a single employee for their Ai team
- global datacenter build-out frenzy
- AI startups getting sold for billions.
🤔
*quietly removing my savings from the stock market*

Upp till bevis för det gröna stålet - Ekonomiekot Extra Två stora parallella satsningar i norra Sverige vill revolutionera stålindustrin. Men det finns hinder på vägen. President Trump har nyligen infört nya ...

[Swedish]
Excellent little status update on the Swedish green steel industry bets, by Swedish Radio. Sincerely have my fingers crossed that these initiatives succeed to start the green transition on a global scale.
sverigesradio.se/play/avsnitt...

World's 'largest' green hydrogen plant construction reaches 80% completion NEOM Green Hydrogen Project in Saudi Arabia has reached an 80% construction completion across all sites, as per Air Products.

Green ammonia to be sold from the Neom project in 2027. Will be a substantial milestone for Power-to-X when these production volumes enter the market. 80% done, but we all know the last 20% can take longer than expected.

www.offshore-energy.biz/worlds-large...

But yeah,, it should be said that the end customer of the solar energy is also counting their reduced emissions and patting themselves on the shoulder. So all these ideas about who can claim the reduction is flawed. But it is a tangible impact at least.

I just made an impact investment | Trine Trine makes it easy for people to invest in solar energy in growing markets, offering a return on investment that’s good for people, for planet and for profit.

A quite sensible way to have some small climate impact: invest in solar.
For 100€ I get to reduce emissions by 2.3 tons of CO2 (from the electricity in the country of the loan-taker). Equivalent to 32% of a typical EU citizens yearly emissions. Tangible!

trine.com/invite/36118...

50 straight and 91/123 days in 2025 on the California ISO grid with Wind-Water-Solar exceeding demand for part of day

WWS exceeded demand 4.24 h/day for all 123 days
WWS supplied 53% of all demand '25

Gas down 24% v '24 & 45% v '23
WWS up 9% v '24 & 17% v '23
Batteries up 71% v '24 & 203% v '23

#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters Lex Fridman Podcast · Episode

If you want to understand the coming decade of global geopolitics, this episode on AI hardware is a must. We have a facing a tremendous change in world order, and a serious "winner takes it all" risk that will likely lead to desperate actions by some.

open.spotify.com/episode/5JKV...

Exactly!!! Europe needs to boycott the shit out of him!!

One thing he can't stand is when he is being ignored!

Sign saying :Goes from 0 to 1939 in 3 seconds - Tesla the Swasticar. Image of Elon Musk in a Tesla giving Hitler salute.

1. TESLA BOYCOTT. Resistance is working. Tesla stocks are down 9%. In Europe, sales are down 45%, even though the EV market actually rose 37%. (NOTE: please don't hate on Tesla drivers! Their anti-Elon bumper stickers might be in the mail...)

www.tradingview.com/news/trading...

EUROPE MUST BOYCOTT TRUMPS USA!

SLAVA UCRAINA FROM SWEDEN!

Time for Europe to raise their game. Time for Europeans to boycott American companies.

Trump's disgraceful bullying of Zelenskyj was a horror to watch. A us president with 0% human dignity. This is unacceptable. Europe needs to come together and take a stance. Time is scarce, but we have to do what we can do fill the defense gap to support Ukraine

US threatening to shut down starlink in Ukraine. When every piece of infrastructure gets politicized and used as a mean for pushing negotiations, it is apparent that we need a diversity of solutions to survive. At least for us in Europe. But what starlink alternatives are there really?

I'll admit I'm generally a DAC sceptic. We will always be spending more energy removing CO2 from the air than stopping the release at the source. But this is interesting research, and great to see potential for progress in the field. One day, the sources of GHG will be few -> DACs time to shine!

Liquid Wind new E-Methanol plant in Örnsköldsvik, Sweden. Double sized compared to FlagshipONE that got scrapped after the FID by Orested, claiming the off-taker situation for e-methanol had changed. So what is different this time?
Has the maritime e-fuel market stepped up their bids on clean fuel?