🇨🇭 Global One SI - Prompt
AST SpaceMobile $ASTS has successfully unfolded BlueBird 6, the largest commercial antenna in LEO at 2,400 square feet. The satellite supports 120 Mbps speeds and 5G service as the firm targets 45 to 60 launches by the end of 2026 to reach nationwide scale.
AST SpaceMobile $ASTS announced a $1 billion convertible senior notes offering due 2036 to fund global spectrum deployment.
The firm also plans to repurchase $300 million in existing debt as it accelerates its satellite constellation rollout.
The firm also plans to repurchase $300 million in existing debt as it accelerates its satellite constellation rollout.
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🇨🇭 Global One SI - Prompt
ROBOTICS ECONOMY: CHEAT SHEET If today you missed $RR Do not miss the rest of the robotics run: Automation & Vision $ROK $ZBRA $CGNX $FANUY Surgical Robotics $ISRG $SYK $MDT $PRCT Defense Autonomy / Drones $AVAV $KTOS $LMT $NOC $BAH AI “Brain” (Compute…
Kratos $KTOS has been selected for Phase 1 of the $1.1B Drone Dominance Program.
The initiative targets the procurement of 350,000 low-cost attack drones by 2027, utilizing "Gauntlet" competitions to identify rapid, combat-ready solutions.
The initiative targets the procurement of 350,000 low-cost attack drones by 2027, utilizing "Gauntlet" competitions to identify rapid, combat-ready solutions.
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🇨🇭 Global One SI - Prompt
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 THE ENERGY GAP IS NOT CLOSING
It’s scaling with income
• US 250–300 GJ per person
• #India 25–30 GJ per person
• DR Congo 1 GJ per person
Huge gap between richest and poorest
Why?
• Industrialisation drives energy intensity
• Urbanisation multiplies electricity demand
• Mobility = oil demand
• Income growth = appliance growth
If billions move from $5k to $15k GDP per capita:
• Power grids must triple
• LNG demand structurally rises
• Oil demand plateaus later than expected
• Coal exits slower than models assume
Per capita #energy use is a proxy for wealth.
And most of the world is still at the bottom left of that chart.
Markets price peak demand.
Demographics price expansion.
#oott
It’s scaling with income
• US 250–300 GJ per person
• #India 25–30 GJ per person
• DR Congo 1 GJ per person
Huge gap between richest and poorest
Why?
• Industrialisation drives energy intensity
• Urbanisation multiplies electricity demand
• Mobility = oil demand
• Income growth = appliance growth
If billions move from $5k to $15k GDP per capita:
• Power grids must triple
• LNG demand structurally rises
• Oil demand plateaus later than expected
• Coal exits slower than models assume
Per capita #energy use is a proxy for wealth.
And most of the world is still at the bottom left of that chart.
Markets price peak demand.
Demographics price expansion.
#oott