Tom Hancock
@tomhancock.bsky.social
đ¤ 2946
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China/economics etc, fmr Bloomberg/FT etc. still posting charts on LinkedIn
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Tom Hancock
Rory Johnston
3 days ago
Is the Strait of Hormuz open? You be the judge:
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Tom Hancock
Benjamin Braun
3 days ago
It is indeed.
add a skeleton here at some point
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Robbie Andrew
7 days ago
There it is. Sharp dip in number of flights at the end of April, according to data from Airportia.
www.airportia.com/flights-moni...
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Base chemical prices rose more than 60% in recent weeks, the fastest pace ever recorded - Goldman Sachs research
12 days ago
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Tom Hancock
molly taft
18 days ago
NEW: I've been shocked by some of the numbers I've been seeing on behind-the-meter power plants for data centers, so I did a little math. less than a dozen gas plants being built to power data centers for big tech companies could emit a maximum of nearly 130 million tons of CO2e each year (!)
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New Gas-Powered Data Centers Could Emit More Greenhouse Gases Than Entire Nations
A WIRED review of permits for data center projects using natural gas and linked to OpenAI, Meta, Microsoft, and xAI shows they could emit more than 129 million tons of greenhouse gases per year.
https://www.wired.com/story/new-gas-powered-data-centers-could-emit-more-greenhouse-gases-than-entire-nations/
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Ember
20 days ago
NEW | Record exports of solar, batteries and EVs last month đ Chinaâs exports for the ânew threeâ industries reached a record high of $21.9bn in March 2026, up 70% year-on-year, in the wake of the US-Israel war with Iran and changing export rebates for solar and batteries.
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Reuters
20 days ago
China curtailing, not banning fuel exports, shipping data shows
reut.rs/4vGYbuY
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China curtailing, not banning fuel exports, shipping data shows
China is curtailing refined fuel exports rather âthan banning them, with countries including Malaysia and Australia receiving supplies even after Beijing extended last month's restriction into April, according to shipping âdata and traders.
https://reut.rs/4vGYbuY
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Tom Hancock
Prof. Stefan Rahmstorf
25 days ago
Guardian article on the new paper:
www.theguardian.com/environment/...
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Critical Atlantic current significantly more likely to collapse than thought
Scientists say finding is âvery concerningâ as collapse would be catastrophic for Europe, Africa and the Americas
https://www.theguardian.com/environment/2026/apr/15/critical-atlantic-current-significantly-more-likely-to-collapse-than-thought
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Magdalena Skipper
29 days ago
This is quite extraordinary- scientists set a kind of trap for AI chat bots by inventing a fake disease. AI told people it was real and⌠the deliberately bogus preprints started being cited in peer reviewed literature 𫣠đ§Ş
#MedSky
www.nature.com/articles/d41...
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Scientists invented a fake disease. AI told people it was real
Bixonimania doesnât exist except in a clutch of obviously bogus academic papers. So why did AI chatbots warn people about this fictional illness?
https://www.nature.com/articles/d41586-026-01100-y
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Tom Hancock
Al Jazeera English
about 1 month ago
An Al Jazeera investigation finds internal security facilities in populated areas have been heavily targeted.
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Why have the US and Israel bombed more than 75 Iranian police facilities?
An Al Jazeera investigation finds internal security facilities in populated areas have been heavily targeted.
https://www.aljazeera.com/news/2026/3/30/why-have-the-us-and-israel-bombed-more-than-75-iranian-police-facilities?utm_source=bluesky&utm_medium=social&utm_campaign=socialPulse
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Tom Hancock
Drop Site
about 1 month ago
âĄď¸ NEW from
@dropsitenews.com
: Iran Rejects US Narrative That It Must Adhere to Trumpâs âDisingenuousâ Negotiation Framework Tehran put forward its own terms to end the war, a senior Iranian official tells Drop Site, despite claims... By
@jeremyscahill.com
&
@ryangrim.bsky.social
t.co/dYaKfrjAWW
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Tom Hancock
toast naturals
about 2 months ago
big computer is for big money small computer is for small money that's just how it works
add a skeleton here at some point
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Tom Hancock
Jeffrey Lewis
about 2 months ago
I keep seeing this framing like Bremmer's. It is wrong. Instead: 1. Iran was developing an ICBM when Khamenei imposed a 2,000-km range limit. 3. The programs shifted to space launch. 4. Khamenei lifted the restriction in October 2025 after the June attacks. 5. Now he's dead, and here we are.
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Nicolas Fulghum
about 2 months ago
NEW | The world installed a record 814 GW of solar and wind capacity in 2025 âď¸âĄď¸ That's over 1,000 TWh of electricity generation per year... ...enough to displace nearly twice Qatar's annual LNG export volume in gas generation đĽâ Fossil fuels crisis? Wind and solar deliver.
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Nick Brumfield
about 2 months ago
The only reason Thailand isn't in a deep red on this list is because the government froze prices and is paying out the nose to subsidize. This is gonna be bad.
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Tom Hancock
Al Jazeera English
about 2 months ago
As the US-Israel war on Iran continues, Tehran has said the Strait of Hormuz is open to all except the US and its allies. So far, only a small number of ships from certain countries have passed through the strategic waterway.
#Infograph
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Darren Parkinson
about 2 months ago
Today is
#LongCovidAwarenessDay
Long Covid changed my life beyond recognition. I got ill. I never recovered. Lost my job. Became housebound. I rely on others to do things for me. I lie on my bed most of the day. Watch the Guardian's short film about my life with
#LongCovid
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Tom Hancock
JW Mason
about 2 months ago
This is a very strange moment, in how obvious it is that a major crisis is approaching, and how calmly and clearly people are observing it come.
www.ft.com/content/3647...
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Mike Zaccardi, CFA, CMT
about 2 months ago
*TRUMP: MORE IMPORTANT TO ME IRAN IS STOPPED THAN HIGH OIL PRICE *TRUMP: US MAKES A LOT OF MONEY WHEN OIL PRICES GO UP
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Tom Hancock
Mike Zaccardi, CFA, CMT
about 2 months ago
Iran war causes biggest disruption in oil markets, IEA says @seekingalpha
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Tom Hancock
SIPRI.bsky.social
2 months ago
The volume of international transfers of major arms in 2021â25 was 9.2% higher than in 2016â20. This was the biggest increase in global arms flows since 2011â15. Read the fact sheet âĄď¸
doi.org/10.55163/OSM...
#ArmsTransfers
#GlobalArmsTrade
#ArmsData
#SIPRIData
#Peace
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Tom Hancock
Katarina Djokic
2 months ago
Germany overtakes China to become the world's forth largest exporter of major arms.
add a skeleton here at some point
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Tom Hancock
Paul Bali
2 months ago
Blowing up an oil facility next to a city of 8 million people is essentially the same as deliberately targeting civilians with chemical weaponry
add a skeleton here at some point
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Erin Cunningham
2 months ago
Airwars, a non-profit group tracking civilian harm in conflict, found that the initial days of the U.S.-Israeli campaign in Iran hit significantly more targets per day than any campaign in recent decades. The targets also map heavily onto the highest populated areas.
airwars.org/record-pace-...
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Record pace of strikes in Iran bombing campaign: analysis
U.S. and Israel hitting more targets than any previous campaign, numbers suggest
https://airwars.org/record-pace-of-strikes-in-iran-bombing-campaign-analysis/
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Tom Hancock
JW Mason
2 months ago
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Dave Jones
2 months ago
Why is the Korean economy SOOOOOO affected? Because it imports more of its energy than almost any other country...
add a skeleton here at some point
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Carl Quintanilla
2 months ago
â.. the politics are a lot better if the Israelis go first and alone and the Iranians retaliate against us, and give us more reason to take action,â said one of the people familiar with discussions.
@politico.com
#OOTT
www.politico.com/news/2026/02...
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Hyperscaler butterfly effect: memory shortage --> lower smartphone sales in Africa
www.idc.com/resource-cen...
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Higher ASPs, lower unit volumes: How the memory crisis is reshaping the PC and smartphone outlook
Rising DRAM and NAND prices are driving double-digit unit declines in PCs and smartphones, reshaping margins, market share, and pricing power.
https://www.idc.com/resource-center/blog/higher-asps-lower-unit-volumes-how-the-memory-crisis-is-reshaping-the-pc-and-smartphone-outlook/
2 months ago
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Our World in Data
3 months ago
Was the global decline of extreme poverty only due to China? The share of the world population living in extreme poverty has never declined as rapidly as in the past three decades.
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Dario Perkins
2 months ago
everything you read about AI is someone's FORECAST. To date, there is no evidence it has raised economy-wide productivity or destroyed jobs (even among graduates). Even the impact of the capex on GDP - which is a real thing - has been wildly overstated for the past 12 months
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Tom Hancock
Reuters
3 months ago
Dangote signs $400 mln equipment deal with China's XCMG to speed up refinery expansion
reut.rs/4roanOJ
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Dangote signs $400 mln equipment deal with China's XCMG to speed up refinery expansion
Nigeria's Dangote Group has signed a $400 million equipment deal with China's Xuzhou Construction Machinery Group to speed up the expansion of its oil refinery toward a planned 1.4 million barrels per day, the company said on Tuesday.
https://reut.rs/4roanOJ
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This piece written in 2000 predicted US trade deficits would become unsustainable in "two or three years," and the author is on the BoE monetary policy committee today. Economics has a real accountability problem
www.imf.org/external/pub...
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https://www.imf.org/external/pubs/ft/fandd/2000/03/pdf/mann.pdf
3 months ago
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Tom Hancock
London Review of Books
3 months ago
âLower-income households devote almost two-thirds of their earnings to education; the authors call it âa tax on Chinaâs poorâ.â
@izading.bsky.social
on Chinaâs university entrance exam, the gaokao.
www.lrb.co.uk/the-paper/v4...
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Iza Ding ¡ Studying is harmful: China sits the Gaokao
In a country plagued by corruption, Chinaâs national college entrance exam, the gaokao, is remarkably clean. âOpen...
https://www.lrb.co.uk/the-paper/v48/n02/iza-ding/studying-is-harmful
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Tom Hancock
Reuters
3 months ago
Exclusive: Mexican officials are evaluating how to send fuel to Cuba to help meet basic needs such as electricity without triggering reprisals from Washington, which threatened tariffs against countries supplying fuel to Cuba, sources told Reuters
reut.rs/4r6E5Yk
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Exclusive: Mexico seeking way to send fuel to Cuba without being hit by US tariffs
Mexican officials are evaluating how to send fuel to Cuba to help meet basic needs without triggering reprisals from Washington, which has threatened tariffs against countries supplying fuel to the Ca...
https://reut.rs/4r6E5Yk
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Tom Hancock
China Books Review
3 months ago
Read Tabitha Speelman's essay on China's independent bookstore scene:
chinabooksreview.com/2026/01/29/b...
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Tom Hancock
Reuters
3 months ago
China sees most high temperature days on record in 2025
reut.rs/4t4d5dg
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China sees most high temperature days on record in 2025
China's national average annual temperature hit a record for a second year at 10.9 degrees Celsius (51.6 degrees Fahrenheit), with the most high-temperature days ever recorded, the country's Meteorological Administration said on Thursday.
https://reut.rs/4t4d5dg
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Tom Hancock
Coco Liu
3 months ago
Global investment in the energy transition climbed to a record $2.3 trillion in 2025, defying fears that the shifting political landscape and economic uncertainty would halt the worldâs clean energy progress. Findings from a new BloombergNEF report with a gift link
www.bloomberg.com/news/article...
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Green Tech Investments Hit a Record $2.3 Trillion Last Year
Despite the surge, there are signs the energy transition isnât gaining the momentum necessary to reach net-zero emissions.
https://www.bloomberg.com/news/articles/2026-01-26/green-tech-investments-hit-a-record-2-3-trillion-last-year-bnef?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc2OTQzNTY4MCwiZXhwIjoxNzcwMDQwNDgwLCJhcnRpY2xlSWQiOiJUOUgwMFVLR0lGVEswMCIsImJjb25uZWN0SWQiOiIwQjVFMDM3MDAzMzc0Q0NCQUUxNzE4QkU3ODk5NDQ0MSJ9.B_09jPkkX5MsqVeKpqgp18B1fZCoBwj2aeGFHxG4aeQ
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Tom Hancock
Dr. Aaron Thierry
4 months ago
"Single ship load of solar PV â which can ultimately deliver 170 terawatt hours of PV once installed, is now worth 120 coal carries, or 57 LNG tankers"
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One ship load of solar PV is worth more to the grid than 100 ships of coal: IEA says fossil fuels losing race
One container ship of solar PV modules can make the same amount of electricity as 100 ships of coal, according to the IEA's latest report.
https://reneweconomy.com.au/one-ship-load-of-solar-pv-is-worth-more-to-the-grid-than-100-ships-of-coal-iea-says-fossil-fuels-losing-race/
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Ember
4 months ago
đ¨ NEW RECORD | China exported a RECORD 455 GW equivalent of solar PV products in 2025 â about TWICE the total solar capacity in the US âď¸ đ¨đł's solar exports in 2025 grew 29% from 354 GW in 2024, with cell exports DOUBLING year-on-year. Explore the data:
https://loom.ly/QN9barE
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www.reuters.com/sustainabili...
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Renewables push China's fossilâfuelled power into first annual drop in 10 years
China's mostly coal-based thermal power generation fell in 2025 for the first time in 10 years, government data showed on Monday, as growing renewable generation met growth in electricity demand even ...
https://www.reuters.com/sustainability/climate-energy/renewables-push-chinas-fossilfuelled-power-into-first-annual-drop-10-years-2026-01-19/
4 months ago
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Tom Hancock
Zeke Hausfather
4 months ago
In a newly published paper, we find that in 2025 human emissions of greenhouse gases added around 23 billion trillion joules of heat to the world's oceans â 39 times as much as the annual energy produced by all human activity on Earth.
link.springer.com/ar...
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Yonah Freemark
4 months ago
What urban areas in the world have the longest existing/under construction metro networks per capita? In a quick analysis using Transit Explorer & EU GHS-UCDB 2024 data, the top urban areas are: 1âChengdu 2âHangzhou 3âNingbo 4âXuzhou 5âStockholm 6âZhengzhou 7âSingapore 8âXi'an 9âHamburg 10âChangsha
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Mike Zaccardi, CFA, CMT
4 months ago
The latest Duke CFO survey shows that the vast majority of CFOs are seeing no impact from AI on labor productivity, decision-making speed, customer satisfaction, or time spent on high-value-added tasks Torsten at Apollo
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The Associated Press
4 months ago
China said it has reached a deal with the European Union on exports of Chinese made electric vehicles to the bloc. The EU will be issuing guidelines on minimum pricing for Chinese auto exporters, the Commerce Ministry in Beijing said.
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China says it has a deal with the EU on steps to resolve their dispute over EV imports
China says it has reached a deal with the European Union on exports of Chinese made electric vehicles to the bloc.
https://bit.ly/4qPcPNA
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Tom Hancock
The Associated Press
4 months ago
The Organization for Economic Cooperation and Development has finalized a deal exempting U.S. multinational corporations from paying more corporate taxes overseas.
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US-based multinational companies will be exempt from global tax deal
The Organization for Economic Cooperation and Development has finalized a deal exempting U.S. multinational corporations from paying more corporate taxes overseas.
https://bit.ly/3NhbXmd
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Akbar Shahid Ahmed
4 months ago
Trump, Rubio & Miller are directing a foreign policy increasingly defined by big apparent violations of international law Govt experts on that law are quitting or feeling silenced:
www.huffpost.com/entry/state-...
www.huffpost.com/entry/trump-...
For US personnel + US influence, huge risks here..
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State Department Experts Fear Retaliation For Questioning Trump And Rubio
âImagine being afraid to provide what you think is appropriate legal advice," one former attorney told HuffPost.
https://www.huffpost.com/entry/state-department-legal-office_n_694b590ee4b00ac998b34419
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Nice chart
4 months ago
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Quite like this. Thinking about how to think about economics of structural transformation where formal models offer little help
academic.oup.com/oxrep/articl...
4 months ago
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