“Solar, wind power, and batteries are set to make life a misery for the LNG market...Some FF execs already think the push by incumbents to hike global production by 50% by '30, per the International Energy Agency, is creating a bubble.But renewable energy’s advantages will make the pop even worse.”

Super timely topic. Pretty sure the digital euro will come now to secure EU sovereignty in the payment system. Common safe asset faces more political opposition though.

For non-UK, what's more crucial for sovereignty and geopolitical leverage, especially regarding the holdings of US assets, is the creation of a deep market for joint liabilities for a global euro. A great recent piece by the mighty @shahinvallee.bsky.social: www.phenomenalworld.org/analysis/a-g...

That's the Constitution.

The amount of holdings of US treasury securities by Hedge Funds/investors based in Cayman Islands is even higher than in TIC data if you look into Form PF data of the SEC, which unfortunately are confidential @janfichtner.bsky.social @benbraun.bsky.social www.federalreserve.gov/econres/note...

Financial war in response to trade war and territorial threats? More and more people appear to be calling for it. So I updated my post on U.S. Treasuries holdings—now with the latest data. benjaminbraun.org/posts/treasu...

A new CBS poll shows that 86% of Americans oppose Trump taking Greenland by force. Great results but fully predictable. Homo sapiens is rational by definition and weakling by instinct. If CBS ran a pool in Russia or China they would get similar numbers. Why CBS doesn’t? Exactly for the same reason

An FBI agent conducted an initial review of the Renee Good killing and determined sufficient grounds existed to open a civil rights probe into the actions of the ICE officer who shot her. Justice Department says no inquiry is warranted. @perrystein.bsky.social www.washingtonpost.com/national-sec...

Not the biggest crisis, but this "Board of Peace" nonsense being constituted as an international agreement that vests control in Trump personally even if he's no longer president is a striking example of something that's so facially illegitimate that it's inherently unconstitutional.

MAGA wants a compliant comprador capitalist class ruling MAGA europe , just as they want a new MAGA Latin America. What does the European version of this Look like in a few years? Do European countries have the power to resist? Or will their political class fall in line? bsky.app/profile/70sb...

The Norwegian government is staying fairly quiet for now, but as a sign of the shifting vibe here the former head of Norway’s armed forces has come out and called the US a “neo-fascist banana republic” and a “hostile great power without norms”. www.dn.no/politikk/tid...

european-alternatives.eu For people who don’t want to depend on US technology

🇩🇰❗️🇺🇸 A grassroots boycott of U.S. products is spreading in Denmark after Donald Trump renewed claims over Greenland, - Odnako 95,000+ people have joined a “Boycott American products” group.

Jens Spahn, chairman of the CDU/CSU in German parliament on a possible US invasion of Greenland: “When you look at Greenland's location on the globe, the questions raised by the US are understandable.” Utter madness.

Deutsche Bank here with the good stuff. Game on.

If there's one empirical insight I'd want everyone to understand about American politics, it's this: America's problems are solved problems. Just not here. What would change if the US simply matched the average of 31 peer democracies? Not Denmark or Norway. Just the middle of the pack. 🧵

“Eighty year old racist president goes crazy and threatens war with Denmark over Greenland” sounds like a discarded concept for a Robert Altman screenplay

Multi-layered “look what you made me do” lie. Because Norway didn’t give a him prize (it doesn’t decide winners) for ending wars (he didn’t end) the US won’t be peaceful anymore (bombing multiple countries) and will take Greenland (part of Denmark, not Norway) to stop Russia (it’d help Russia).

mad king moment from the PBS Newshour correspondent

If only there had been some kind of warning - on.ft.com/40Zncmv

In the last 18 days alone: - Two men in ICE custody have killed themselves (jails are supposed to protect against this) - Two men died of cardiac-related issues - One man was reportedly choked to death by a guard - One man died of fentanyl withdrawal (family question the medical care provided)

Both can be true: 1. Trump has not been very successful by traditional metrics of the presidency. 2. He's playing a different game and is trying to consolidate an authoritarian regime. Suggesting he's not having a big impact because he's not passing laws is a category error.

How is Trump pardoning a republican rep's meth dealer son not a major story at every media outlet right now? Given the pearl clutching over the pardon of Hunter Biden, has the GOP and corporate media suddenly started caring about addiction? Or is there just a double standard? (Rhetorical)

Lol. A “peace board” where the only thing missing is anyone who might disturb the whole vibe by being affected. No women. No Palestinians. No Arabs. No Muslims. Peace, apparently. Just very conveniently and selectively distributed.

Massive crowds on the street in Copenhagen in solidarity with Greenland and against US aggression. Thousands of Greenlandic flags 🇬🇱💪

Photo by Pierre Lavie. Yes this is me. And I threw my Leica. It landed on the bass plate with hardly a scratch. Another Photographer grabbed it along with my phone and I was able to track him later. I was held face down tear gas deployed right in front of me and pepper sprayed directly into the eye.

The years of high GDP growth rates could be over for China - especially since China's working-age population peaked about a decade ago.

This is scientists’s version of tearing down parts of the White House.

When I lecture to students about how the apparently thriving economy of the 1920s was really a house of cards just waiting to be knocked down, one of the points I stress is how much a small number of the very rich were essentially propping up consumer spending in unsustainable ways

I just came back from China and people there are laughing their asses off. They are convinced he’s the most effective agent of all time, single-handedly ending the West from the inside.

The whole world is a reality show now

A decade ago, it would have been absolutely impossible to imagine such an insane situation with the US threatening Denmark and the EU. Bizarre.

[5/6] - Tariff US oil and LNG - Crack down on tax avoidance by US multinationals operating by imposing common EU withholding taxes and shutting down Dutch and Irish loopholes - Sanction individuals linked to administration More cards in the report: ecfr.eu/publication/...

[1/6] A reminder: Europe has cards to use against the US. Lots of them. To cite some examples: - Tighten screws on US digital giants (taxes, fines, even bans) - Export taxes disrupting US supply chains eg pharma - Exclude US firms from European procurement, inc defence ecfr.eu/publication/...

The total volume of #Arctic sea ice has been at or near record low levels for every day since late October. More graphics of thickness and volume: zacklabe.com/arctic-sea-i...

📢 The Bullard chartbook is out again!

Game recognizes game

Carney *literally* choosing between the two great powers on EV tariffs. If ever there was a symbol of how decarbonization policy and geopolitics are colliding, this is it. www.theglobeandmail.com/canada/artic...

As the climate data for 2025 continues to be released, it's time to update various data visualisations. First - the global climate stripes for 1850-2025. A third darkest red stripe is added. The last 11 years have been the warmest 11 years on record. A sequence that is unlikely to be broken soon.

The problem is not a "lack of training." Any 8 year old can tell you that gassing and beating people who are just standing there is wrong. If you have a kid, ask them "is it good or bad to throw grenades at babies?" Your kid didn't need training to know that.

🗺️ In the 2025 update of the @iea.org's World Energy Outlook, the roadmap remains clear: investing in new fossil fuel projects is incompatible with a 1.5°C objective, and a massive reallocation of capital towards low-carbon electricity is necessary. Read our full article ⤵️

New Zealand’s land and sea temperatures in 2025 were the highest in 151 years of records, prompting a new campaign from @climateclubnz.bsky.social to swap one car trip a week to walking, cycling or public transport. newsroom.co.nz/2026/01/16/2...

Worth every second

TSMC is arguably the most important non-US MNC for the global economy.

Thiel Fellowship co-founder Michael Gibson & American Moment co-founder Nick Solheim presented a talk at Peter Thiel’s 2024 “Hereticon” event titled, “Manifest Destiny: Greenland, Cuba, & the New American Colony.” Gibson & his colleagues have also been eyeing Venezuela, Honduras, & Nigeria. 1/

this is worth reading. the Minneapolis PD chief is not any kind of liberal obviously but he's clearly very upset about what ICE is doing www.nytimes.com/2026/01/12/p...

🚨BREAKING: ICE unleashes ONSLAUGHT of flash bang grenades and chemical ammunition at unarmed Minneapolis protesters in WAR-LIKE attack. Several protesters struck. Our reporter @zdroberts.bsky.social struck in the head. "I got hit in the head really bad." LIVE NOW ⬇️

Non-protesting dad just trying to hustle his kids, as young as 6mo, out of the neighborhood. ICE threw a flash-bang INTO HIS car, all 6 kids in the hospital now. If anyone wondered how things turn against occupying armies there's a case study playing out in front of you.