China's sales of BEVs bounced back in March, following the normal Q1 pattern. Various factors drive this pattern: ▸End-of-year employee bonuses ▸End-of-year push to get inventory sols ▸Start-of-year policy changes ▸Major holidays in Jan/Feb robbieandrew.github.io/carsales/?la...

Thursday morning econ data: Inflation up, income down and consumer spending soft in February (and that's *before* the impact of the war). And GDP was even weaker at the end of last year than previously known. #NumbersDay #EconSky

"China’s long-term focus on electrification is making it more resilient to energy price shocks, according to Lombard Odier." 🎁🔗 www.bloomberg.com/news/article...

Clean energy candidates didn't win the presidency/VP in the Salt River election, but with two flips, they now control the 14-seat board 8-6 (❌=Turning Point endorsement ✅=clean energy candidate)

Spoiler alert: it will be long lasting.

This is the correct headline.

Full endorse.

One year on from "Liberation Day," Trump’s tariffs have altered supply chains — just not in the way he envisioned. Read more: bloom.bg/41E9GFE

Cool new feature.

A thread -- which world leaders are calling for a shift to clean energy as a security investment in light of Iran War? First up, French President Macron: "...everything we do to more toward the transition is also about reducing our dependence.." (1/x) #cleanenergyisnationalsecurity

The war that’s not a war but it’s such an expensive non-war, they have to find ways to pay for it. Okay.

The grift is unreal.

go directly to jail, do not pass go, do not collect two hundred million dollars

Another completely predictable outcome of the attack on Iran that appears to have no consideration leading up the attacks.

I would encourage her to read the recent report out of the UK highlighting the fact that a transition to net zero is cheaper than ONE fossil fuel crisis. Maybe not a direct comparison for Germany, but Germany has really not shown any leadership recently on this front.

Just colossally stupid here: subscriber.politicopro.com/article/eene...

The real story… under any other president this would be jail time…

Used EVs 1- to 5 years old are now less expensive than used fossil fuel powered cars of the same age. 🧪🔌💡☀️💨💧🔋

New from us: how Pakistan's solar boom is dampening the impact of the Hormuz crisis on the country. Solar power allowed LNG&diesel imports to fall after the previous gas crisis in 2021-22, with the solar boom set to avoid $7bn in fossil fuel import costs this year.

great tech breakthrough on charging But man are US automakers totally cooked. Pulling back at the worst possible time. www.wsj.com/business/aut...

This is insane.

Man, inflation is going to the moon under this admin. This should really hit right as midterms are taking off.

Really wondering what the productivity loss was today from all the preemptive and completely unnecessary school closings. Also wondering if the total miss is related to fed budget cuts.

I am once again begging people to explain what the heck they mean when they say expensive oil is good for solar. It is so weird to me how pervasive this is.

Correct.

The new paper "Why Biden-era clean energy investment policies had limited political returns" by @agazmararian.bsky.social, @natemjensen.bsky.social and @dustintingley.bsky.social has great data, but it's wild in a paper about messaging and information environments to... www.pnas.org/doi/10.1073/...

This is absolutely stunning if it’s true.

Also “we” don’t make money because we don’t have nationalized oil companies. The oil companies are the ones who benefit, along with their shareholders.

Great time to have a global fertilizer shortage…

As a point of comparison, the US spent $21 billion in FY 2022 to feed billions of breakfasts and lunches to kids in schools across our whole country for an entire year under the universal school meals program that was later discontinued.

We are living in the DUMBEST timeline. Good god.

Has anyone done the math on how many days of this war the DOGE cuts paid for? Is it more than a couple?

55/ US Military problem is to suppress Iran's fire. How thats going: "3 more vessels have been hit ​by unknown projectiles in the Strait of Hormuz, maritime security firms said on Wednesday, bringing the number of ships ‌struck in the region...to at least 14…." www.reuters.com/world/cargo-...

54/ This is a far bigger fuel, fertilizer, food crisis for Asia and Europe than it is for the US. The weakest people will suffer the most. Again, just as after Ukraine. "Pakistan gets 99% of its LNG from Qatar. Fertilizer plants are shutting across the country because they can’t get feedgas

This is the largest oil supply shock in history in mb/d The enemy gets a vote. Iran is now delivering pain to Trump via multiple paths (1) Gulf Kings (2) Financial meltdown (3) AI tech oligarchs (4) Fuel, fertilizer, food disruptions Read our Polycrisis Dispatch: buttondown.com/polycrisisdi...

Another example of the limited ability to blunt massive shifts in global oil markets.

We just got the largest-ever coordinated strategic petroleum reserve release from IEA member countries, 400 million barrels. Oil market reaction: 🤷🏻‍♂️

Bingo.

Just to be super clear - this was eminently predictable from what is happening. There is no silver bullet policy action that the government can take today to mitigate this. This is what happens with commodities traded in global markets, despite what our leaders may otherwise be telling us.

WTI crude oil now UP 25% tonight... $114.39/bbl

Everything the US moves around needs diesel fuel to power the trucks, trains, & boats: food, goods, crops, commodities, everything. Oil products powers ~90% of US transport. It's why we should electrify transport as a national security imperative: to reduce the risk of price shocks to the economy.

… to the surprise of no one who has studied energy markets, despite what you’ll hear from our government.

7 countries bombed this year, rising inflation and energy prices, now a a contracting labor market - this is the legacy of the current administration. The U.S. labor market lost 92,000 jobs in February www.washingtonpost.com/business/202...

Ah yes the response voters want to hear on affordability.

U.S. Gas Prices Continue to Rise www.nytimes.com/2026/03/04/b...

Indeed the timing of this unnecessary rollback is truly astounding.

Europe/UK energy prices gone up +50% so far this morning I wrote this reply and had to redo it as prices went up by another 5% while I was typing

Once again, in actual democracies, people do not need to engage in permanent litigation & political mobilization to retain the basic right to vote, because none of the major political parties make restricting suffrage the central pillar of their policy platform. We also don't have to live like this.

Wow.

A net zero alliance for asset managers has resurrected itself after shelving its work last year amid a wave of US defections.