Encouraging news out of India.
"In November, CEO Praveer Sinha revealed Tata's plans to set up the country's largest solar wafers and ingots manufacturing plant with a capacity of 10 gigawatts."
"In November, CEO Praveer Sinha revealed Tata's plans to set up the country's largest solar wafers and ingots manufacturing plant with a capacity of 10 gigawatts."
Tata Power eyes Rs 1.25 trillion capex till FY30 with 30 GW capacity
Tata Power plans a significant capital expenditure of Rs 1.25 trillion from FY26-30, with 65% dedicated to clean energy projects. The company aims to reach 30 GW production capacity by FY30, including...
economictimes.indiatimes.com
December 15, 2025 at 12:32 PM
Encouraging news out of India.
"In November, CEO Praveer Sinha revealed Tata's plans to set up the country's largest solar wafers and ingots manufacturing plant with a capacity of 10 gigawatts."
"In November, CEO Praveer Sinha revealed Tata's plans to set up the country's largest solar wafers and ingots manufacturing plant with a capacity of 10 gigawatts."
Oracle expects cloud infrastructure revenue to be $166 bln in FY30 reut.rs/43q8JSz
Oracle expects cloud infrastructure revenue to be $166 bln in FY30
Oracle said on Thursday it expects cloud infrastructure revenue to be $166 billion in fiscal 2030.
reut.rs
October 16, 2025 at 6:10 PM
Oracle expects cloud infrastructure revenue to be $166 bln in FY30 reut.rs/43q8JSz
Just FYI - there is a cost curve for RE projects ( a fairly basic / uncontroversial point I think!)
New loads (...looking at you data centers) necessarily push you along the cost curve.
All else being equal, RE used for data centers means more expensive RE for everyone else. Not rocket science.
New loads (...looking at you data centers) necessarily push you along the cost curve.
All else being equal, RE used for data centers means more expensive RE for everyone else. Not rocket science.
September 22, 2026 at 3:54 AM
Just FYI - there is a cost curve for RE projects ( a fairly basic / uncontroversial point I think!)
New loads (...looking at you data centers) necessarily push you along the cost curve.
All else being equal, RE used for data centers means more expensive RE for everyone else. Not rocket science.
New loads (...looking at you data centers) necessarily push you along the cost curve.
All else being equal, RE used for data centers means more expensive RE for everyone else. Not rocket science.
All-electric vehicles are now over 20% share of the market in Europe, and this rate of adoption will see it at 80%in 2021 or 32.
Automakers makers making big spends on combustion cars are not going to get their money's worth from these programs.
www.autocarpro.in/news/minda-c...
Automakers makers making big spends on combustion cars are not going to get their money's worth from these programs.
www.autocarpro.in/news/minda-c...
Minda Corp targets 3.5X revenue growth by FY30 to Rs 17,500 crore | Autocar Professional
The company projects its operating profit margin to expand to more than 12.5% by the end of this decade.
www.autocarpro.in
September 24, 2025 at 5:53 PM
All-electric vehicles are now over 20% share of the market in Europe, and this rate of adoption will see it at 80%in 2021 or 32.
Automakers makers making big spends on combustion cars are not going to get their money's worth from these programs.
www.autocarpro.in/news/minda-c...
Automakers makers making big spends on combustion cars are not going to get their money's worth from these programs.
www.autocarpro.in/news/minda-c...
(cost curves based on ISP input assumptions for RE cost, connection costs, and Transmission augmentation costs - 2030 capex used to illustrate the point).
September 22, 2026 at 3:54 AM
(cost curves based on ISP input assumptions for RE cost, connection costs, and Transmission augmentation costs - 2030 capex used to illustrate the point).
NASA budget req cancels SLS and Orion after Artemis III and creates a "Commercial Moon and Mars Infrastructure and Transportation" line item with $864 M in FY26, $825 M in FY27, $2.3 B in FY28, $3 B in FY29 and $3.6 B in FY30.
May 30, 2025 at 10:04 PM
NASA budget req cancels SLS and Orion after Artemis III and creates a "Commercial Moon and Mars Infrastructure and Transportation" line item with $864 M in FY26, $825 M in FY27, $2.3 B in FY28, $3 B in FY29 and $3.6 B in FY30.
Beep boop, here's the first draft of NIH's "Strategic Plan for Disability Health Research FY26-FY30"
If you want to peek at their priorities/comment on how you think the federal health apparatus should divvy up its resources, click here: grants.nih.gov/grants/guide...
#disability
If you want to peek at their priorities/comment on how you think the federal health apparatus should divvy up its resources, click here: grants.nih.gov/grants/guide...
#disability
NOT-OD-25-038: Request for Information (RFI): Inviting Feedback on the Framework for the NIH Strategic Plan for Disability Health Research FY26-FY30
NIH Funding Opportunities and Notices in the NIH Guide for Grants and Contracts: Request for Information (RFI): Inviting Feedback on the Framework for the NIH Strategic Plan for Disability Health Rese...
grants.nih.gov
December 13, 2024 at 9:32 PM
Beep boop, here's the first draft of NIH's "Strategic Plan for Disability Health Research FY26-FY30"
If you want to peek at their priorities/comment on how you think the federal health apparatus should divvy up its resources, click here: grants.nih.gov/grants/guide...
#disability
If you want to peek at their priorities/comment on how you think the federal health apparatus should divvy up its resources, click here: grants.nih.gov/grants/guide...
#disability
Procurement vs Delivery tables which lol at FFX not being commissioned until FY30
May 12, 2026 at 2:55 PM
Procurement vs Delivery tables which lol at FFX not being commissioned until FY30
Bihar Proposes 2.5%-4% Storage-Linked RPO Through FY30..
The draft further proposes that obligated entities may meet their specified RPO through consumption of renewable electricity or an energy storage system.
www.saurenergy.com/solar-energy...
The draft further proposes that obligated entities may meet their specified RPO through consumption of renewable electricity or an energy storage system.
www.saurenergy.com/solar-energy...
Bihar Proposes 2.5%-4% Storage-Linked RPO Through FY30
The draft further proposes that obligated entities may meet their specified RPO through consumption of renewable electricity or an energy storage system.
www.saurenergy.com
September 25, 2026 at 11:03 AM
Bihar Proposes 2.5%-4% Storage-Linked RPO Through FY30..
The draft further proposes that obligated entities may meet their specified RPO through consumption of renewable electricity or an energy storage system.
www.saurenergy.com/solar-energy...
The draft further proposes that obligated entities may meet their specified RPO through consumption of renewable electricity or an energy storage system.
www.saurenergy.com/solar-energy...
"The facility to make the ingots and wafers - foundational material for solar cells - would complete Tata Power's presence across the manufacturing chain for the product. The company already has 4.9 GW of integrated cell and module-making capacity."
Following China's lead, as expected.
Following China's lead, as expected.
Tata Power eyes Rs 1.25 trillion capex till FY30 with 30 GW capacity
Tata Power plans a significant capital expenditure of Rs 1.25 trillion from FY26-30, with 65% dedicated to clean energy projects. The company aims to reach 30 GW production capacity by FY30, including...
economictimes.indiatimes.com
December 15, 2025 at 12:32 PM
"The facility to make the ingots and wafers - foundational material for solar cells - would complete Tata Power's presence across the manufacturing chain for the product. The company already has 4.9 GW of integrated cell and module-making capacity."
Following China's lead, as expected.
Following China's lead, as expected.
Ever heard about base rates? You should.
Elon Musk’s statement that SpaceX can do $1trn in revenue by FY30 equals 121.6% annualised growth over five years.
Using the mean of Morgan Stanley and Goldman Sachs forecasts sell-side is at $400bn equal to 84.5% annualised growth rate. 1/n
Elon Musk’s statement that SpaceX can do $1trn in revenue by FY30 equals 121.6% annualised growth over five years.
Using the mean of Morgan Stanley and Goldman Sachs forecasts sell-side is at $400bn equal to 84.5% annualised growth rate. 1/n
June 16, 2026 at 8:36 AM
Ever heard about base rates? You should.
Elon Musk’s statement that SpaceX can do $1trn in revenue by FY30 equals 121.6% annualised growth over five years.
Using the mean of Morgan Stanley and Goldman Sachs forecasts sell-side is at $400bn equal to 84.5% annualised growth rate. 1/n
Elon Musk’s statement that SpaceX can do $1trn in revenue by FY30 equals 121.6% annualised growth over five years.
Using the mean of Morgan Stanley and Goldman Sachs forecasts sell-side is at $400bn equal to 84.5% annualised growth rate. 1/n
NIH is seeking YOUR feedback on its NIH Strategic Plan for Disability Health Research FY26-30.
Responses due by March 12, 2025.
Respond here: bit.ly/4ivpSiP
#MECFS #LongCovid #DisabilityJustice #DisabilityTwitter
Responses due by March 12, 2025.
Respond here: bit.ly/4ivpSiP
#MECFS #LongCovid #DisabilityJustice #DisabilityTwitter
NOT-OD-25-038: Request for Information (RFI): Inviting Feedback on the Framework for the NIH Strategic Plan for Disability Health Research FY26-FY30
NIH Funding Opportunities and Notices in the NIH Guide for Grants and Contracts: Request for Information (RFI): Inviting Feedback on the Framework for the NIH Strategic Plan for Disability Health Rese...
bit.ly
March 7, 2025 at 7:50 PM
NIH is seeking YOUR feedback on its NIH Strategic Plan for Disability Health Research FY26-30.
Responses due by March 12, 2025.
Respond here: bit.ly/4ivpSiP
#MECFS #LongCovid #DisabilityJustice #DisabilityTwitter
Responses due by March 12, 2025.
Respond here: bit.ly/4ivpSiP
#MECFS #LongCovid #DisabilityJustice #DisabilityTwitter
▲ NSE:SOLEX Solex Energy Ltd: Revenue surged 143.9% YoY to ₹16,211 Million, with PAT of ₹983 Million. The company announced a massive ₹40,000 Million capex plan (FY27-FY30) targeting solar cell manufacturing and BESS capacity, aiming for revenue above ₹45,000...
September 26, 2026 at 3:42 PM
▲ NSE:SOLEX Solex Energy Ltd: Revenue surged 143.9% YoY to ₹16,211 Million, with PAT of ₹983 Million. The company announced a massive ₹40,000 Million capex plan (FY27-FY30) targeting solar cell manufacturing and BESS capacity, aiming for revenue above ₹45,000...
NIH’s new Disability Health Research Plan FY26–FY30 uses a person‑centered framework considering whole-person health across populations. It’s more equitable than past disease‑centered approaches and reflects input from ME/CFS patients and advocates. dpcpsi.nih.gov/disabilityhe...
NIH Strategic Plan for Disability Health Research | DPCPSI
The National Institutes of Health (NIH) is pleased to share the NIH Strategic Plan for Disability Health Research FY26-FY30.This new plan provides a comprehensive roadmap to advance innovative, respon...
dpcpsi.nih.gov
March 26, 2026 at 9:24 PM
NIH’s new Disability Health Research Plan FY26–FY30 uses a person‑centered framework considering whole-person health across populations. It’s more equitable than past disease‑centered approaches and reflects input from ME/CFS patients and advocates. dpcpsi.nih.gov/disabilityhe...
Overarching conclusion: "NNSA and its Laboratories must prioritize execution of subcritical experiments at ECSE if possible before FY30 and no later than FY35, along with establishing pit production capabilities that may be
needed to provide options to mitigate any future aging-related issues."
needed to provide options to mitigate any future aging-related issues."
August 7, 2026 at 11:56 PM
Overarching conclusion: "NNSA and its Laboratories must prioritize execution of subcritical experiments at ECSE if possible before FY30 and no later than FY35, along with establishing pit production capabilities that may be
needed to provide options to mitigate any future aging-related issues."
needed to provide options to mitigate any future aging-related issues."
Give @NIHgov your input on its Strategic Plan for Disability Health Research FY26-FY30 - feedback due by March12 loom.ly/RIukYNc
Request for Information (RFI) | DPCPSI
Submit Your Feedback on the Framework for the NIH Strategic Plan for Disability Health ResearchNIH is developing the NIH Strategic Plan for Disability Health Research FY26-FY30. We seek your feedback ...
loom.ly
December 19, 2024 at 3:07 PM
Give @NIHgov your input on its Strategic Plan for Disability Health Research FY26-FY30 - feedback due by March12 loom.ly/RIukYNc
#FinstadWatch
#MN01 #RepFinstad voted for a continuing resolution that produces $15.1 TRILLION deficit
House-passed #HConRes113
FY27 $1.602T
FY28 $1.641T
FY29 $1.453T
FY30 $1.503T
FY31 $1.435T
FY32 $1.436T
FY33 $1.638T
FY34 $1.534T
FY35 $1.328T
FY36 $1.516T
#FiscalFraudFinstad makes donors happy
#MN01 #RepFinstad voted for a continuing resolution that produces $15.1 TRILLION deficit
House-passed #HConRes113
FY27 $1.602T
FY28 $1.641T
FY29 $1.453T
FY30 $1.503T
FY31 $1.435T
FY32 $1.436T
FY33 $1.638T
FY34 $1.534T
FY35 $1.328T
FY36 $1.516T
#FiscalFraudFinstad makes donors happy
August 8, 2026 at 4:34 AM
#FinstadWatch
#MN01 #RepFinstad voted for a continuing resolution that produces $15.1 TRILLION deficit
House-passed #HConRes113
FY27 $1.602T
FY28 $1.641T
FY29 $1.453T
FY30 $1.503T
FY31 $1.435T
FY32 $1.436T
FY33 $1.638T
FY34 $1.534T
FY35 $1.328T
FY36 $1.516T
#FiscalFraudFinstad makes donors happy
#MN01 #RepFinstad voted for a continuing resolution that produces $15.1 TRILLION deficit
House-passed #HConRes113
FY27 $1.602T
FY28 $1.641T
FY29 $1.453T
FY30 $1.503T
FY31 $1.435T
FY32 $1.436T
FY33 $1.638T
FY34 $1.534T
FY35 $1.328T
FY36 $1.516T
#FiscalFraudFinstad makes donors happy
Typically, SECNAV's name ships that are under some type of contract.
Carriers Clinton and (W.) Bush won't come under contract until FY30.
He also named four submarines where the contracts were about 24 months later than expected.
Again, none of these are laws but loose traditions.
Carriers Clinton and (W.) Bush won't come under contract until FY30.
He also named four submarines where the contracts were about 24 months later than expected.
Again, none of these are laws but loose traditions.
January 16, 2025 at 3:12 PM
Typically, SECNAV's name ships that are under some type of contract.
Carriers Clinton and (W.) Bush won't come under contract until FY30.
He also named four submarines where the contracts were about 24 months later than expected.
Again, none of these are laws but loose traditions.
Carriers Clinton and (W.) Bush won't come under contract until FY30.
He also named four submarines where the contracts were about 24 months later than expected.
Again, none of these are laws but loose traditions.
19x FY30 PE!!!! 🙄
March 11, 2025 at 7:11 PM
19x FY30 PE!!!! 🙄
The NIH is developing its Strategic Plan for Disability Health Research FY26-FY30, and they are inviting our comments and feedback. Learn more here:
ow.ly/G6Rj50V74vp
ow.ly/G6Rj50V74vp
NOT-OD-25-038: Request for Information (RFI): Inviting Feedback on the Framework for the NIH Strategic Plan for Disability Health Research FY26-FY30
NIH Funding Opportunities and Notices in the NIH Guide for Grants and Contracts: Request for Information (RFI): Inviting Feedback on the Framework for the NIH Strategic Plan for Disability Health Rese...
ow.ly
February 26, 2025 at 6:36 PM
The NIH is developing its Strategic Plan for Disability Health Research FY26-FY30, and they are inviting our comments and feedback. Learn more here:
ow.ly/G6Rj50V74vp
ow.ly/G6Rj50V74vp
NIH wants feedback on its strategic plan for #disability research. Please take a few minutes to offer some guidance for this important area. #DisabledInSTEM
grants.nih.gov/grants/guide...
grants.nih.gov/grants/guide...
NOT-OD-25-038: Request for Information (RFI): Inviting Feedback on the Framework for the NIH Strategic Plan for Disability Health Research FY26-FY30
NIH Funding Opportunities and Notices in the NIH Guide for Grants and Contracts: Request for Information (RFI): Inviting Feedback on the Framework for the NIH Strategic Plan for Disability Health Rese...
grants.nih.gov
December 17, 2024 at 7:22 PM
NIH wants feedback on its strategic plan for #disability research. Please take a few minutes to offer some guidance for this important area. #DisabledInSTEM
grants.nih.gov/grants/guide...
grants.nih.gov/grants/guide...
Everpure (ex Pure Storage) proyecta ingresos de US$7.000 a 7.300 millones para el FY28, un crecimiento interanual del 39%-45%, por encima del consenso de US$6.190 millones. Sus áreas nuevas como Scale AI, Modern Data Software y Hyperscale podrían ser 20% de los ingresos hacia el FY30.
September 24, 2026 at 10:10 AM
Everpure (ex Pure Storage) proyecta ingresos de US$7.000 a 7.300 millones para el FY28, un crecimiento interanual del 39%-45%, por encima del consenso de US$6.190 millones. Sus áreas nuevas como Scale AI, Modern Data Software y Hyperscale podrían ser 20% de los ingresos hacia el FY30.
Rémy Cointreau $RCO FY25
Sales -18.0% organic (pre-announced)
Gross Margin -0.6ppt (70.6%)
Current EBIT -28.7% in €
Recurring EPS -35.2%
Net Debt EBITDA 2.4x
19x FY25 EPS (€2.59)
FY26 targets
Sales growth MSD
EBIT decline mid-to-high teens (tariffs)
Withdraws FY30 targets
Sales -18.0% organic (pre-announced)
Gross Margin -0.6ppt (70.6%)
Current EBIT -28.7% in €
Recurring EPS -35.2%
Net Debt EBITDA 2.4x
19x FY25 EPS (€2.59)
FY26 targets
Sales growth MSD
EBIT decline mid-to-high teens (tariffs)
Withdraws FY30 targets
June 4, 2025 at 6:19 AM
Rémy Cointreau $RCO FY25
Sales -18.0% organic (pre-announced)
Gross Margin -0.6ppt (70.6%)
Current EBIT -28.7% in €
Recurring EPS -35.2%
Net Debt EBITDA 2.4x
19x FY25 EPS (€2.59)
FY26 targets
Sales growth MSD
EBIT decline mid-to-high teens (tariffs)
Withdraws FY30 targets
Sales -18.0% organic (pre-announced)
Gross Margin -0.6ppt (70.6%)
Current EBIT -28.7% in €
Recurring EPS -35.2%
Net Debt EBITDA 2.4x
19x FY25 EPS (€2.59)
FY26 targets
Sales growth MSD
EBIT decline mid-to-high teens (tariffs)
Withdraws FY30 targets
I hope the answer is isn’t that in FY25 it would have to enter the work plan so that in FY26 it can be included in the FY27 budget for procurement on a 3 year FY28-FY30 implementation schedule.
December 14, 2024 at 8:20 PM
I hope the answer is isn’t that in FY25 it would have to enter the work plan so that in FY26 it can be included in the FY27 budget for procurement on a 3 year FY28-FY30 implementation schedule.