SZwanglos – Following Feed

R an @ProfAlkas: Kontext https://x.com/kobeissiletter/status/2035124223253848249?s=46

R an @ProfAlkas: Dazukommt…⬇️ https://x.com/dailymail/status/2035075383498801437?s=46

Trump's Iran statement is a surrender document: military withdrawal, economic weakening, the Iran regime strengthened as a regional power & China gains a consolidated partner in the Middle East. USA takes an orderly turnaround; not from strength but weakness

Excess profits tax: The state collects money when things go well, but doesn't compensate anything when things don't go well. Losses remain with the investor, profits are capped. This is not tax policy, this is asymmetrical redistribution at the expense of investment incentives.

RT by @ProfAlkas: The combustion ban hasn't reduced emissions - it has destroyed investment incentives, ruined a global industry and given China both auto markets. Anyone who still defends this is lying to themselves.

The German auto industry was driven politically against the wall. 🇩🇪→🇨🇳 Exports halved: €30 → €13.6 billion 🇨🇳→🇩🇪 Imports +2/3: to €7.4 billion Trend continuation: Crossing 2026. This is pure arithmetic. We are concerned with ourselves, not with competitors!

RT by @ProfAlkas: Pareto also applies to the climate: efforts now where the marginal abatement costs are lowest, not where the loudest people live. 🇩🇪 has long been operating on the steep part of the marginal cost curve. First global allocation efficiency, then national overexertion, not the other way around

With a state quota of over 50% and top tax rates at world level, the demand for “no state in market problems” is correct, but hypocritical. Anyone who leaves the market alone in a crisis must first let it breathe. First Rosskur for the state, then ordoliberalism

According to the Pareto principle, we have already implemented 80% of the realistically achievable climate goals. The marginal benefit of further measures decreases; the marginal damage to the economy increases. Further self-flagellation combined with deindustrialization is economic suicide

RT by @ProfAlkas: Italy wants to buy Commerzbank, reduce fuel taxes, strengthen the competitiveness of its companies. While Germany strangles and hesitates, Rome acts. Economic and financial policy as a location strategy - that's the difference.

Without grid integration and quantitative control, blind renewable energy capacity was subsidized: generation without grid transport is not a value, but systemic stress - it overloads the grid and devalues ​​itself. Not a “stranded asset”, but politically induced misallocation

"Elite universities in the West today want above all to be diverse and sustainable. Chinese universities strive to become the best in the world." End of quote!

In the case of “special assets”, only 5% of the promised investments were actually implemented – that’s like promising a house and only ending up laying a sewer pipe.

RT by @ProfAlkas: The non-technician has obviously made his ignorance known. https://de.wikipedia.org/wiki/Reversibler_Process?wprov=sfla1

R an @ProfAlkas: *hier

Disincentives from euro policy are also eroding Germany's capital base, while others benefit. If even systemically important German companies become takeover candidates and require state protection, this is not normal market activity, but a warning signal for 🇩🇪

RT von @ProfAlkas: Alles cool in der Türkei

“Irreversible” is not a technical term, but a political one. Many decommissioned nuclear power plants continue to exist physically and could technically be operated again. With capital costs written off, reactivating them is significantly cheaper than building new ones Physics > political will

🇩🇪 is emptying its gas storage facilities, refusing to repair Nord Stream, tightening sanctions and then paying around €11 billion (or more) to fill the storage facilities again. Energy policy according to the motto: first empty the tank, then buy more expensively. Expensive! https://x.com/blackoutnews_de/status/2033501027551551832?s=46

RT by @ProfAlkas: So: 1. You can stop the dismantling of nuclear power plants AT ANY TIME. 2. Facts are currently being created to irretrievably destroy infrastructure? Did I understand that correctly?

Dismantling a nuclear power plant is not a natural process, but a political decision - which can be stopped at any time. Instead of doing that, facts are deliberately created with ideological motivation in order to irretrievably destroy functioning infrastructure.

RT by @ProfAlkas: You obviously can't do math.

RT by @ProfAlkas: Very true! Existing nuclear power plants are not only back on the market more quickly, they are also important for maintaining experience as a basis for SMRs, for example. Radiant Report update coming in April: https://www.radiantenergygroup.com/reports/restarting-germanys-reactors-feasibility-and-schedule

The nuclear phase-out was a mistake. The mini-nuclear power plant debate is intellectually low-level – you can’t be “a little bit” pregnant. First reactivate existing nuclear power plants, then invest in modern large-scale plants. Large states recognize mistakes and correct them. Why can't 🇩🇪?

RT by @ProfAlkas: I'm not a regulation fanatic - but the mineral oil market is an oligopoly with non-transparent prices and disproportionately synchronous price movements. This applies to gas at the gas station as well as to heating oil. This market needs much more effective rules. https://x.com/kreditensuehner/status/2033097180051841049?s=46

🇩🇪 has the highest fuel taxes, that's why 1. Tax escalation clause: If the price of fuel increases, the tax decreases proportionately. 2. Daily fixed price: set once a day - if you stick to your price all day, you set it as low as possible in the morning; increases competition & consumer surplus

Iran is changing tactics and this is more strategic: Instead of 1 to 1, now 3 drones per missile forces the USA to waste expensive interceptor missiles at a ratio of 1:10. A drone costs thousands - an interceptor costs millions. Iran is systematically exhausting US defense capabilities.

Iran is not only attacking militarily – but also monetarily. Tankers through Hormuz only against payment of yuan: This is a calculated attack on dollar hegemony with China as a silent profiteer. The USA cannot tolerate this without risking the foundation of its global power position

R to @ProfAlkas: Update on Kharg ⬇️

Trump misjudged Iran and is now trapped. As the only one who could clear the Strait of Hormuz, he could neither win nor withdraw without massive loss of face. And the bitterest thing: In the end, he even has to offer Iran something so that they stop

Der Spiegel asks the wrong question: Not “away from fossil energies” – but “how do we secure cheap fossil energies?” The misconception that renewable energy could replace this has failed miserably in 🇩🇪. Costs & follow-up costs run into the trillions & we still need gas & oil

It is not the strong who are dangerous, but the cornered ones. Fear of loss increases willingness to take risks. If you have nothing left to lose, you calculate differently. This is why Iran is escalating; not because of strength, but because of narrowness. Waiting then becomes the surest defeat.

RT by @ProfAlkas: Update energy transition: >500 billion € subsidies and 🇩🇪 has almost the highest electricity prices today. The supposedly “cheap” industrial tariffs only exist because they are subsidized. A strong energy and industrial base is gradually becoming a subsidized location

An attack on the central oil export terminal Kharg Island is strategically very risky: a regional war could turn into a global energy and economic shock. Energy-dependent economies in particular – especially Germany – would be hit disproportionately

Existing customers pay an average of 13 cents/kWh or 47% more in the electricity market than new customers. Competition through optional tariffs makes sense - but loyalty must not lead to systematic disadvantage. This price discrimination between new and existing customers seems unfair.

Wave of bankruptcies, aging population, exploding care costs. Energy-intensive companies no longer see a future in 🇩🇪. And while even the USA is easing sanctions, we are sticking with them. Economically, this seems like self-harm - paid for by our own population

The easing of the debt brake is already taking its toll: even higher interest rates have recently not been enough to fully place federal bonds. When trust wanes, interest costs rise for everyone - on credit cards, real estate, in the national budget. 🇩🇪 loses reputation as a safe haven

Real estate prices are only stable in the long term if they rest on two foundations: -Realistic rental income (earnings value) -Replacement value or construction costs. Otherwise, markets react brutally to every crisis, such as in Dubai, where real estate prices sometimes fall by over 30%.

The Iran war can hardly be won militarily for the USA; economically it has already been lost. He paradoxically strengthened China & Russia. Trump must offer an exit strategy that saves face for both sides, because Iran will not accept defeat from now on.

RT by @ProfAlkas: While the USA is escalating and weakening militarily in the Middle East, China is expanding its position: Together with Iran, 🇨🇳 is increasingly securing economic influence around the Hormuz Canal - the world's most important energy artery. Economical entry into Military presence!