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  1. Nilgiri

    World Energy Market

    I mean with the SSN program now, Australia is going to have nuclear fuel presence and handling at various places anyway. Once you commit to that (over next few decades), it doesn't make much sense to be anti-nuclear in the power grid. It just involves application of the same levels of robust...
  2. Nilgiri

    Live Conflict Ukraine-Russia War

    Yes but these kind of things wont collapse Russian production itself.....rather add to cost of workarounds/substitutes and the manhours + investment needed for that etc. All things that are taken away from other things etc. An erosion over some (undeterminable) period of time....and only in...
  3. Nilgiri

    World Energy Market

    Yah but I mean the scale French strategically opted for in the 70s and 80s (I think stemming mostly from the oil crisis shock of 70s). Thats part of reason French also switched the TGV from gas turbine (in the original prototype) to electric as well. Germans didnt try something like that...
  4. Nilgiri

    Live Conflict Ukraine-Russia War

    Apologies if this was posted already. A decent read on whats confronting Russia (can use google translate, which I posted below): https://ridl.io/ru/bilet-v-nbsp-odin-konets/ One way ticket Pavel Luzin on why the Russian military potential is irreplaceable after four months of war Losses of...
  5. Nilgiri

    Live Conflict Ukraine-Russia War

    Oil and gas guy I know also tells me in latter half of year, other problems will crop up given Russian reliance on western technology for various systems (that need lot of spare parts and special lubricants and expertise from west) pertaining to oil and gas fields + infra. That these were not...
  6. Nilgiri

    World Energy Market

    Any route picked, you will stumble into problems over time. Upkeep, new investment and so on, its budgeting demands and pressures. I'm talking about the route actually picked in forks in road time (over 2 -3 critical decades or so), Germany did a noticeably bad job on that compared to France...
  7. Nilgiri

    India Helicopter Programs

  8. Nilgiri

    World Economic and Financial Analysis

    From trishna amrta: Anyway, if you notice The Fed Chair Powell 2 days testimony to US Congress in 22 - 23 June, the whole Dems entourage were bombarding Powell with political rhetoric of the so-called Climate Change, Minority Inclusiveness, corporate greed etc and attempt to press Powell to...
  9. Nilgiri

    World Economic and Financial Analysis

    WH admin completely messed up energy supply in their rush to signal on "green new deal" etc. Consider what was said here and all the legislation they enacted to helm in oil and gas industry (which would affect their future investment) 6.00 minute mark: More: and finally: ....and now...
  10. Nilgiri

    World Economic and Financial Analysis

    Some relevant context (in the discussion) to kick things off (regd Commodity and Energy Inflation) By Nilgiri: WH admin have failed in their message to their public.... (that its all putin war fault w.r.t inflation now)...the public largely know better what the prices were already like. The...
  11. Nilgiri

    World Economic and Financial Analysis

    Had a long conversation with @trishna_amrta on lot of the current economic headwinds in the world going on. We figured we would bring the discussion to a thread to air it all out more with any interested participants. The thread will be pinned and also kept on topic as much as possible (curb...
  12. Nilgiri

    TR Missile & Smart Munition Programs

    Thanks this covers some very useful points to add to alphamike. There is a larger phenomenon at play (non equivalent setups and how threat analysis bubble and percolate in them) The systems (discussion strategy) are simply built differently in a more open versus closed system. The US took...
  13. Nilgiri

    World Energy Market

    The kind of reactors shut down from the peak is a larger story (i.e why are breeder phenix et al not so economical in the long run). Whatever the transient power grid issues they have (w.r.t exports/imports), nuclear provides the vast bulk of their electricity generation....the only major...
  14. Nilgiri

    World Energy Market

    Germany should have gone fully nuclear as possible like France for the power grid. Then it should have built enough LNG terminals and the infra for that, to be prepared to import gas by sea rather than switch to depend on large country that was on other side of cold war for so long. Its...
  15. Nilgiri

    India UAV Programs

    Other things were prioritised broadly from 1980s to the present day. These priorities (many of which you mention) absorbed the best human capital in the defence establishment at the time (scarce resource and the needs of say missiles were especially critical to deploy them here since these...
  16. Nilgiri

    Live Conflict Ukraine-Russia War

    EXCLUSIVE: Ukraine is massing a million-strong fighting force equipped with western weapons to recover its southern territory from Russia, the nation’s defence minister has revealed to The Times
  17. Nilgiri

    India UAV Programs

    It might have been the plan all along as it makes the most sense given India already set up good relationship with Israel in heron and harop etc. But with the rise of Quad etc, India likely wants to approach US wherever possible first to say "we didn't dismiss it right away" etc. Boeing and...

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