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🛢️ ⛽ Energy Flows into Switzerland are Low – Refining Bottleneck Cressier – Strategic Reserves Ready
🛢️ ⛽ Energy flows into Switzerland are low and an important refinery bottleneck opened up, so that the Swiss government is ready to open up use of strategic reserves in Switzerland: . 🌊 The Exact Parallel: 2015In 2015, Switzerland faced the exact same simultaneous stressors it does now in September 2026: .1️⃣ The Cressier Refinery…
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🇨🇭Partners Group (SIX: PGHN): 💾 The Data Center & Infrastructure Bet (The Largest Active Sector)
Because Partners Group is opaque in its own financial reports, I dug into SEC database: [Caveat! -This is less than 10% of what PGHN controls, most of it is completely invisible to outsiders]: The snapshot gives a clear look at their current capital allocation strategy, which is heavily concentrated in four main buckets: 💾 1.…
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☀️🚗 Driving Cost Analysis – Petrol vs. BYD Flash Charging vs. Home Solar
If you live in a place with cheap solar energy, your commuting or driving costs are going to implode with a BYD car. However all the hype about flash charging turns out to be not much cheaper than CHF 2/litre petrol! . ☀️ The Math: How much can a garage roof produce? . An average…
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💥 The Ultimate AI Business Model Data Matrix
The Ultimate AI & Data Cash-Grab Matrix A brutally honest summary of modern monetization forks and competitive moats. 1a) The Attention Trap Totally free, but algorithmically weaponized to inject hidden ads down your throat. A pure churn machine. 1b) Sovereign Shakedown Geofenced tech backed by big government subsidies. Safe, fast, and ID checked. 2a) The…
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🇺🇸 Chevron Investment in 🇻🇪 Venezuela – USD 1.4bn/Year for 5 Years
So Chevron is going to invest up to USD 7bn in Venezuela over next 5 years. USD 1.4bn every year, so they can pull the plug in case everything goes sour when Trump gets kicked out, impeached or voted out. The Size Context: When measured against Chevron’s overall 2026 capital expenditure budget of $18 billion…