nothing sadder than a glum german exec head shrunken into his shoulders as he trails from hall to hall like a dinosaur watching the comet enter the atmosphere

chinese auto CEOs strolling around beijing auto show being mobbed like Micheal Jackson at his peak western and japanese ceos walking around alone looking like WW1 shell shocked trench infantry

From food to insurance, prices are rising because of extreme weather, turning climate change into a new and growing source of inflation

There's a global race to secure EV battery gigafactories & reduce reliance on China. But not all clean-tech projects are created equal. Some generate good jobs & domestic capacities, others produce ecological harm & low value-added enclaves. New paper & thread 👇 www.tandfonline.com/doi/full/10....

NEW from @gwec.bsky.social: WIND IS ALIVE AND KICKING🔥🔥🔥 40% more wind was installed in 2025 than 2024

If I understand this piece, the climate case for 'cheap' rather than 'clean' power 2030 seems to be: Build fewer renewables, burn more gas ➡️ save money on systems costs ➡️ electricity becomes cheaper ➡️ people switch from ICE to EV, gas boilers to heat pumps Hmm... www.bbc.co.uk/news/article...

Asia is willing to pay top dollar for US crude to guarantee security of supply This means that oil prices will continue to rise in the US, unless the administration does something radical - like restricting exports You wouldn't bet against it... giftarticle.ft.com/giftarticle/...

Maddening to see the EU giving way on this. We desperately need to slash methane emissions Yes Europe needs US LNG, but the US LNG industry also needs Europe. 68% of volumes went to Europe in 2025 (EIA) Could the EU have held the line? www.ft.com/content/bf57...

And there we go again! UK Navy, together with Norwegians, foiled attempts by Russian submarines to survey the routes of undersea cables in month-long operation. The world's attention may be elsewhere, but the shadow war in Europe continues. www.theguardian.com/uk-news/2026...

A massively important trend for Germany's resilience to future energy shocks Energy security is an equation requiring that supply meets demand (h/t @mcbrisbois.bsky.social) Swapping gas for electricity in heating is an energy security strategy

European power prices are split since the US-Iran conflict. Gas-reliant markets like Italy and Ireland have seen high prices (€140/MWh) while renewable rich regions including Spain, Portugal and Sweden see far lower prices (€40/MWh). These are average wholesale daily prices (8am to 8pm).

Storm Dave bringing some crazy negative electricity prices to Britain in the next 24 hours Hold tight the @octopus.energy agile crew

Nuclear is an important part of Europe's energy mix, but it's certainly not a silver bullet solution to our severe dependence on fossil fuel imports I spoke to @katbbc.bsky.social www.bbc.co.uk/news/article...

Storm Dave bringing some crazy negative electricity prices to Britain in the next 24 hours Hold tight the @octopus.energy agile crew

What you hear a lot in the UK - including from people who should know better - is the reasonable-sounding "we're going to be relying on oil and gas for a long time to come"

Going to start a new Electro-Yuan thread since its 1 catchy replacement to petrodollar choking at Hormuz 2 China's role in electrotech is about to surge. "China’s cross border payment system hit an all time high in volume yesterday..over 100% growth compared to the Feb data" x.com/joshualipsky...

That'll do the trick, I'm sure www.bbc.co.uk/news/article...

And if reports of surging interest in solar panels, batteries and EVs translate into sales, as elevated oil and gas prices push people to alternatives, the future will be even rosier for China's clean tech giants

The value of China's clean energy tech exports rose 44% in Jan-Feb 2026, to $41 bn. That's an increase of $13 bn year-on-year, equal to a third of the increase in the country's trade surplus, which reached a new record.

“We will restore peace, stability and harmony throughout the world"-Donald Trump @katemac.bsky.social & I decided it was time for a Polycrisis podcast about the peace, stability & harmony reigning throughout the world Enjoy our first season ELECTRIC WORLD ORDER podcasts.apple.com/us/podcast/i...

Wow - so the US attacks on Iran send European energy prices sky high. Then its EU ambassador tells Brussels to ratify the Turnberry trade deal with no amendments or else lose favourable access to US gas www.ft.com/content/6bf1...

Posters from early in the Ukraine war (spring 2022) - let's take the sentiment to heart this time around.

Why the US being a net exporter of oil won't protect Americans from price shocks: - Oil traded on global market - Low fuel taxes means rise in price of oil has bigger relative impact at the pump - Average American very reliant on oil: minimal public transport, fuel-inefficient vehicles, few EVs

we're all going to be learning about energy markets & contracts like we learnt about derivatives in 2008 lol

This - and the other things too (shirts pic courtesy of @adrianhiel.bsky.social)

Such a good discussion of what passes for US foreign policy in 2026 The question raised by "Janson Alexender" seems central: is it really imperialism if capital isn't up for it? Is it just "spectacle and nostalgia"? (I love the format of inviting experts to comment under pseudonyms)

Brilliant analysis, free to read (just need an account) "The consistent pattern of European energy policymaking under pressure: headline positions are maintained for political reasons; the substantive architecture is eroded for industrial reasons"

China is leading the world in low-carbon technology, but still has enormous appetite to learn from others Especially when it comes to managing the 'new-type power system' they are building This Octopus-PCG Power joint venture is one to watch 🧐 dialogue.earth/en/energy/ca...

Electric vehicles are already cutting 2.3 million barrels of oil demand per day. That's about to double under a business-as-usual scenario this decade. It could go faster if EV sales rise, which there are indications they will at this oil price. 🎁🔗 www.bloomberg.com/news/article...

Trump to Xi: you use loads of oil and gas, please come and help fix the entirely predictable disaster in the Strait of Hormuz Xi to Trump: no thanks, we've got other options, and we're busy rendering oil and gas completely unnecessary. Best of luck oilprice.com/Latest-Energ...

Eric Ohlander from @chinagsproject.bsky.social on Trump's preposterous demand that China help the US unblock the Strait of Hormuz 'for the birds' doesn't even begin to cover it. hence it has received no response www.linkedin.com/pulse/3-reas...

And China, for its part, is still yet to dignify Trump's panicked demands with a response

Germany rejects Trump’s proposal to participate in the Strait of Hormuz operation. German Defense Minister Boris Pistorius: "What does Trump expect a handful of European frigates to do that the powerful US Navy cannot? This is not our war, and we didn't start it."

CARAVANSERAI IS BACK FOR VOLUME II Subscribe for new issues in your inbox every two weeks, focused on policy, culture, and the future of progressive politics and governance. caravanseraiforum.substack.com/p/volume-2-i...

My Trade Secrets today. You'd think China, the world's biggest oil importer, is being hammered by the Iran war. In fact, via careful preparation and advantages elsewhere, Xi Jinping will be better positioned than Donald Trump when the two meet at a summit later this month. as.ft.com/r/df007860-0...

"Trump and Netanyahu killed every child in this photo. Every. Single. One. Not combatants. Not militants. Schoolkids from Minab, Iran." en.wikipedia.org/wiki/2026_Mi... x.com/sahouraxo/st...

All wars create unexpected second and third-order effects. One of the appalling things about the Trump administration is that they don’t seem to have thought through the expected effects either. open.substack.com/pub/danieldr...

And who knew that trying to enlist the Iraqi Kurds would piss off Turkey?

While we scramble to grasp the massive implications of the conflict in the Middle East, which worsens by the day, endangering us all, don't forget that this was a deliberate, extraordinarily reckless choice by the US and Israel Everything happening now was easy to foresee But they did it anyway

The fact that Putin is opportunistically threatening to redirect Europe-bound LNG, just as Trump's insane and reckless war jeopardises global supply and pushes up prices, should be enough to finally silence those still clinging to a future for gas on the continent www.reuters.com/business/ene...

This is America First in combination with Energy Dominance: starve the rest of the world, while forcing them to buy your LNG at inflated prices

Is China misleading the West — or could it help save humanity from climate catastrophe? Why is it building so many solar panels? I asked these questions to @chrisaylett.bsky.social 👉 youtu.be/nCweYICBmow

Not the first person to say this but in a world of cheap drones and short range missiles running your economy on Cote du Cretaceous Plankton juice (fossil fuel) from a live fire zone seems to be a bad idea. #EnergySky

“Our transition to EVs is aimed at ensuring our energy sovereignty,” said Ethiopia’s state minister for transport and logistics. “As a net importer of fuel, we are affected by global supply and price fluctuations. In contrast, EVs use electricity, which we produce locally and can price ourselves.”

At once a brutal assault on global efforts to confront climate change, an attack on American public health, and an act of economic and strategic self-sabotage www.bbc.co.uk/news/article...

"Grateful coal lobbyists attending the ceremony honored [Trump] with an award for being the 'Undisputed Champion of Beautiful, Clean Coal'...the lobbyists’ equivalent of a Burger King crown for the commander-in-chief" *chef's kiss*

👀 the possibility of proper investment in the energy system transformation that the EU so desperately needs Putin and Trump have done a remarkable job of making the politically impossible, possible, in the EU www.politico.eu/article/bund...

Great thread. You can't have a high renewables and a high nuclear power system, unless you over-index on storage. You need to scale nuclear to a portion of always-on demand.

The EU is (mostly) serious about getting off volatile and easy-to-weaponize fossil fuels Now it needs to get serious about electrification This means investing much more in the grid and stepping up physical and cyber security Me for @euractiv.com www.euractiv.com/opinion/ener...

[Opinion] #Energy - #Energy security after gas: Why #Europe needs a fresh mindset, by @chrisaylett.bsky.social | Euractiv www.euractiv.com/opinion/ener...