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China's Solar Boom Hits A Wall As Industry Losses Mount
China's Solar Boom Hits A Wall As Industry Losses Mount
Authored by Irina Slav via OilPrice.com,
Three of China's top solar market players reported deepening losses over the first half of the year, reflecting weakening demand for solar in the world's top manufacturer and generator.
Jinko Solar, JA Solar Technology, and Tongwei all reported six-month losses as overcapacity in the sector meets weakening demand, not only at home but also abroad, Bloomberg reported, citing statements made by the companies at their financial results releases.
The report noted new solar power capacity additions in...
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Jun 3, 2026 / Tyler Durden
Rabo On Regime-Change At The Fed: What Warsh Can (And Should) Do First
Rabo On Regime-Change At The Fed: What Warsh Can (And Should) Do First
The honeymoon period for Warsh is over.
The FOMC could have given him the professional courtesy of allowing him to settle in, but in recent weeks several Committee participants have staked out their position.
They want to drop the FOMC’s easing bias and instead take a more neutral stance.
This means it will be more difficult for Warsh to convince the Committee of cutting rates anytime soon.
Against that internal pressure, WSJ's Fed whisperer, Nick Timaraos reports that Warsh has tapped two...
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Jul 8, 2026 / Tyler Durden
Modular Reactors To Solve Data Center Hysteria?
Modular Reactors To Solve Data Center Hysteria?
For the nuclear energy nerds, last night Erik Townsend joined ZH to host a panel with the founders of modular nuclear reactor startup Aalo Atomics, Matt Loszak and Yasir Arafat.
Townsend is a committed nuclear energy bull and has invested in many nuclear energy startups, his largest allocation being Aalo, a company that hopes to pump out small modular reactors on a mass scale to solve the rising energy costs that AI is rapidly ushering in.
Here were some highlights from the panel for those...
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Apr 12, 2026 / Tyler Durden
Trump Begins Blockade Of Hormuz Strait, Says Iran "Will Not Be Allowed To Profit From Extortion"
Trump Begins Blockade Of Hormuz Strait, Says Iran "Will Not Be Allowed To Profit From Extortion"
Summary
President Trump begins blockading Strait of Hormuz, warns US military will "finish up the little that is left of Iran"
2 Supertankers U-turn after peace deal talks fail
UAE Oil Chief warns Iran blocking Hormuz is "a direct threat to the energy, food and health security of every nation"
The odds of a peace deal by the end of the ceasefire period have improved modestly today but remain down significantly from pre-talks...
Attempted Boarding of Commerical Ship in Bab...
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