Chinese and European plans for truck electrification show a lot of similarities: the smart use and exchange of data between the transport and energy sectors (the grid, renewables) and the direct link to the flexibility potential of ‘batteries on wheels’ bodes well for the next few years!

I've been guilty of this myself but it's paramount to challenge and reevaluate past observations so as to not be overtaken by reality. Excellent video by Giordano Scarciotti youtu.be/HgBTARXEfxU?...

Wind Turbine Installation Vessel #WTIV MPI Resolution #MPIResolution 9260134 from Van Oord #VanOord at work in #Thanet Offshore Wind Farm #OWF #UK #UnitedKingdom Source FB 'Dover Shipping - FotoFlite' @navalarchitect.bsky.social

I've been guilty of this myself but it's paramount to challenge and reevaluate past observations so as to not be overtaken by reality. Excellent video by Giordano Scarciotti youtu.be/HgBTARXEfxU?...

“I don’t know how really smart people in the market continue to think this is just like a light switch you can flip,” Helima Croft, the global head of commodity strategy at RBC Capital Markets, told DealBook. www.nytimes.com/2026/06/12/b...

Good insights on Iran and Yemen. I watched it yesterday evening and recommend the channel.

"[China'a]Gasoline and diesel sales both posted double-digit declines in April as higher crude prices and slowing demand from China’s increasingly electrified vehicle fleet weighed on consumption."

EU has changed rules of engagement for naval "Operation IRINI" and has already started going after shadow fleet tankers in the Med. A week ago recently re-flagged to Cameroon, 18 year old ONEIROI was intercepted south of Malta and judging from statements more are expected.

Considering the changing stance on China and EU industrial policy, it's important to learn from past mistakes for the EU chips act. Excellent and well researched video as usualy from Asianometry. Also available in written form when you subscribe to the newsletter. youtu.be/eqoX9OIR-DI?...

My article title: “The Pope gives agrivoltaics his blessing.” My new company business line: We are now doing god’s work ladies and gentlemen.

Considering the changing stance on China and EU industrial policy, it's important to learn from past mistakes for the EU chips act. Excellent and well researched video as usualy from Asianometry. Also available in written form when you subscribe to the newsletter. youtu.be/eqoX9OIR-DI?...

The other thing notable about this result is its significance towards a conflict closer to home. By reelecting Pashinyan, the bulk of the Armenian people have more or less given consent to a settling of the conflict with Azb on "ok we lost, so be it" terms.

Current Prime Minister Pashinyan, who is broadly pro-West, has declared victory. He defeated the pro-Putin candidate despite massive attempts by Russia to sway the vote. There is a non-zero chance that Russia will attempt to use coercion and military force. Russia has troops there.

According to preliminary results of 110 precincts, Civil Contract of PM Pashinyan is in lead with 57%. Strong Armenia of Karapetyan is ranks 2nd now with 21.4%, Armenia Alliance of Robert Kocharyan has 8.2% and pro-Russian Prosperous Armenia is at 5.1%. Others are well below thresholds

Ukraine's Mid-Range Strike Campaign - The War Against Russian Supply Lines & Air Defence www.youtube.com/watch?v=_Nb8...

The top 2026 X accounts gives insight into the lie that X is the town square. These people are niche celebrities and their influence on X does not represent influence elsewhere. Your participation is not going to change this graph www.natesilver.net/p/social-med...

The package includes a new Open Source Strategy, updated chip legislation, and a Cloud and AI Development Act. The goal is clear: reduce structural dependency on Big Tech and build sovereign, interoperable, open infrastructure.

Great Tooze piece - never understood why China wouldn’t seize this moment use its solar manufacturing capacity to end the oil age and with it American preeminence. Maybe they still will. giftarticle.ft.com/giftarticle/... Wasting China’s solar panel surplus is madness

And by international standards, tax on low and average wages in the UK is really low.

With Armenia’s elections taking place on 7 June, the Kremlin has moved into a more openly coercive phase, issuing overt threats designed to pressure and influence the outcome.

Excellent thread. The "future of solar" has long arrived.

We are in a new Europe. (Both spotted in Berlin Brandenburg)

The fuel shortages across Russia are spreading like a wildfire. In just a few weeks from now, the situation may be out of control. Map source: @Kak_Kakovich on Twitter, as cited by t.me/s/istrebin datawrapper.dwcdn.net/X8u4j/123/?v...

Energy transition is possible. Don't look or wait for the US or Canada, for that matter. "Iran Shock Jolts Asia and Europe to Speed Up Energy Transition" www.bloomberg.com/graphics/202...

🇦🇲 June 7, Armenia holds parliamentary elections. The central battleground is twofold: the fragile peace deal with Azerbaijan and Armenia’s geopolitical dilemma — alignment with Russia or movement towards Europe. freepolicybriefs.org/2026/06/01/2...

Interesting post from a former Chinese MFA staffer Why China responds so forcefully to latest EU legislative moves is once they’re in place, they’re impossible to unpick Unlike Trump’s tariffs or piecemeal EU trade probes, these would be locked in - permanently and structurally

Europe picked an Austrian unmanned helicopter to hunt submarines without risking a single sailor. The Schiebel S-300 can fly for 24 hours, carry 350kg of sonar gear, and land on any ship. defence-blog.com/eu-picks-aus...

“Radar-absorbing material works by converting incoming radar energy into heat rather than reflecting it back toward the detection system trying to locate the aircraft. A standard (uncoated) metal or composite surface reflects most incident radar energy back toward the transmitter.”

Moscow cannot be allowed to breach European airspace with impunity. EU Foreign Ministers yesterday vowed to ramp up pressure on Russia, increase support for Ukraine, and invest in Europe’s own defence readiness. (2/2)

"why use google?" webpage from 1999

Great research - another data point on how Musk with X is aiming to manipulate public discourse by outrageously enhancing the most radical voices. And a good reminder why the political & media bubble in the UK and across the EU need to move away from X and not treat it as a representative forum.

The de facto closure of the Strait of Hormuz risks a global food crisis that could extend for years, the UN warned. www.semafor.com/article/05/2...

🇺🇦🇸🇪 #Gripen Good news! A few parts need to fall into place to make this fully effective against Russian combat aircraft but indications are good. The future Ukranian fighter fleet will be solidly European not American kyivindependent.com/sweden-set-t...

great stuff google thank you so much!!!!

Every €1 of public funding for wind delivers €7 annually to Europe’s economy Study finds that strategically earmarking EU funding for wind innovation and industrial scale-up delivers major economic and security benefits for Europe

Oil exports bypassing the Strait of Hormuz have risen by 1.5 mb/d to nearly 8 mb/d, led by Saudi Arabia & the UAE. Despite this, flows remain far below pre-war levels. At the same time, Iran's exports via the Strait have been curtailed by a US blockade: iea.li/4dbg0v0

In case you want to know why the fossil industry is so adamant about "critical" minerals, and the importance of not "rushing" into batteries because, look, that lithium mine really needs to meet all ethic standards the fossil industry itself never has...

Not a Merkel fan, but in any case, the EU shd stop thinking about a ‘mediator’ - to Putin, that’s just a sign of its weakness. Von der Leyden said “Ukraine is one of us”, & she was right - not just morally, but strategically. The EU’s msg to Putin shd be that UA’s fight is our fight, & RU won’t win.

Excellent take on China-EU by my colleague @dsorennie.bsky.social, who travelled to both Beijing and Brussels (having lived in both previously) to gauge the rising trade frictions between them. *Very* sobering assessment of Europe by the Chinese. Nearing contempt, often.

European renewable projects with batteries set to grow more than 450% by 2030 reut.rs/4dg6vtk

I want to circle back to this, and I'll probably be ignored, but let's try: There's this naive myth that because *you* don't read stories about Issue X, it's because the Big Bad Media is failing to inform you. Odds are high that it's actually that you are ignoring the stories.

Unless they’re tracking Chinese clean tech export data - which I think only Ember does consistently? - all the energy scenarios models etc are just plain wrong.

Interesting graphic.

An Oxford University study found that shifting the global energy system to a near zero-carbon by 2050 could save the world more than $12 trillion. Solar, wind, #batteries #EVs are becoming cheaper much faster making the transition economically smarter www.ox.ac.uk/news/2022-09... #ActOnClimate

I've been touting the inevitable win of electric trucks over combustion and hydrogen trucks for over 10 years now. Glad to see it's finally happening. www.freemalaysiatoday.com/category/bus...

Increasing fossil fuel subsidies is short-sighted and economically a terrible idea long-term.

”developments … show that European nations are working with shocking speed to free themselves from dependence on America.” The problem never was that Europeans cannot imagine European security without the US. The problem is that Americans can’t imagine that Europeans can do it.

I am on the right end of the spectrum but I realize that as long as Trump is in power, he will only continue to find new and creative ways to make the world burn. There is no such thing as a “stable negotiated outcome” on anything as long as he remains in office.