From the latest big Foreign Affairs energy piece, by Jason Bordoff & Megan O'Sullivan. They're comparing one scenario published in 2024 with a completely different type of scenario (to be) published in 2025 - to say oil demand will rise and therefore problems of supply crunch/concentration loom.

One architect warned of "the difficulty of suspending a 30-storey building upside down from a bridge hundreds of metres in the air. “You do realise the earth is spinning? And that tall towers sway?”" ig.ft.com/saudi-neom-l...

Vital piece of investigative reporting from Sky. They've uncovered the X algorithm which feeds users extremist right wing material from the moment they join the site. It is a far-right radicalisation engine, by design. news.sky.com/story/the-x-...

I think he specifies it was all the *car* billboards but still very notable! Here in Sydney I reckon we’d have 50% non-EV billboards, and there are plenty of EVs around including Chinese ones

remember all those 'project 2025 isn't actually real, you fools, you naifs' media pieces.

A lot of people guessing this is about oil, but idk how they’re thinking that would work..

Ooh I missed this excellent thread, thanks Jigar

This is a good sign to tap

But the line is going down so …

[India] "This is something the western world is now beginning to realise. That we are not pushing coal, but using it only to meet the demand that renewables are currently unable to." www.ft.com/content/4d4f...

This paper w @katemac.bsky.social @sarahinscience.bsky.social and crew is a few years old now, but it predicted where we've gotten to, where the overwhelming pressure to "just get a number" out of a black box ecosystem of providers gets you essentially gibberish.

This thread + discussions should be mandatory reading for anyone who contemplates trying to assess climate impact/physical risk.

We up caravanseraiforum.substack.com/p/progressiv...

Next issue out tomorrow!!

Protests led by Gen Z are happening in a bunch of countries right now and over the past year or so; some have been quite effective. Here's a few links & I will explain the skull & crossbones if you need www.npr.org/2025/10/02/n...

“Imagine being marched by force through a desert with barely anything to drink while your captor repeatedly cools himself by dumping gallons of water on his head, and maybe you’ll start to get a sense of what it’s like to live in Texas these days,” www.bloomberg.com/opinion/arti...

The glacial pace at which efforts to stop creditors from hammering the poorest countries are progressing is really something. Swear I have barely followed it for a year and yet here it is: maybe progress on workout transparency? www.bloomberg.com/news/article...

Mark Z Jacobson was making this style of graph for a while now. Not sure how. I think he must be scraping CAISO and has his own graph creation tool (CAISO doens't display these type of visual graphs). Here's Mark's latest: bsky.app/profile/mzja...

ALL OF THE ABOVE? "There are contexts where building a broad energy portfolio makes sense, such as in research and development of new technologies, where failure is part of the process. But when applied to infrastructure, regulation, and deployment, the lack of prioritization becomes a liability."

El evento climático de otoño lo monta @institutomeridiano.org: "Construir el futuro". El programa es impresionante. El 7, 8 y 9 de noviembre, las mejores cabezas de la política climática se dan cita en Madrid para pensar en una transición rápida, justa y deseable. Gratis (pero hay que inscribirse).

"this is how an investment banker and a lawyer would build a natural gas plant" Matt Levine on the BP arbitration loss and the 'modular' LNG plant www.bloomberg.com/opinion/news...

The @chicago.suntimes.com photographer who risked their personal health and safety to take this photograph is Anthony Vazquez. Please credit photographers and media outlets. In this age of misinformation, a photo with no context could be anything at all.

Cool chart, turns out that “when the sun doesn’t shine” not so important already in California

US has made an all-in bet on Fossil Fuels and AI. China on green tech. @katemac.bsky.social & I @parismarx.com podcast on how China's bet made Solar+batteries+EVs turn into business models of Coke cans-everywhere, cheap, accessible, satisfy the thirst for freedom. techwontsave.us/episode/291_...

NEW! In our latest @thepolycrisis.bsky.social newsletter, Shreyas Shende asks whether or not India will accept Trump’s offer of being locked into a US-led carbon coalition or break free with its own green developmentalist growth model. www.phenomenalworld.org/analysis/ind...

Hyped for the next episode of Carbon Politics - @cseindia.bsky.social’s new video podcast - this time with @70sbachchan.bsky.social @katemac.bsky.social of @thepolycrisis.bsky.social about BRICS and climate action Out here on Sept 28: www.cseindia.org/page/carbon-...

There's been a tonne of interesting stuff to read on China's green export boom, developmental green industrial policy & even US energy transition politics in the past couple weeks; here is an annotated list from me & @70sbachchan.bsky.social buttondown.com/polycrisisdi...

"The sun may not always shine and the wind may not always blow, but neither can they be halted by an embargo or balance-of-payments crisis." lines I wish I'd thought of carnegieendowment.org/emissary/202...

It's been a huge week (year?) for digesting China's role in decarbonization and development. Here's the Polycrisis summary: buttondown.com/polycrisisdi...

NEW: @thepolycrisis.bsky.social Insurance and housing and climate. We read 100s of articles/research this month to figure out just what the hell is going on! @katemac.bsky.social made a Bingo Card of all the narratives swirling around for your ummm...pleasure. phenomenalworld.org/analysis/ins...

As someone who knows a little about it, I regularly become exasperated at all the rabbit holes one can go down while thinking about climate & insurance. I sat through so many workshops & seminars where we talked through all of this stuff. But we rarely got to the big questions..

1/ New report from @bentleyallan.bsky.social's Net Zero Policy Lab: As the US withdraws from green tech industries and pressures allies to follow suit, China is stepping in to power the developing world's energy transition. The scale is staggering. www.netzeropolicylab.com/china-green-...

we might actually make headway on this climate crisis thing

There's a lot to be nervous about with how tumultuous things are, but there are some extremely positive things that will have huge effects in the coming decades. Energy sovereignty is one.

Interesting read. At the bottom: "The politics of insurance, Rebecca Elliot has argued, is ultimately about 'what is fair & valuable, what needs protecting and what should be let go, who deserves assistance and on what terms, and whose expectations of future losses are used to govern the present.'"

We finally FINALLY finished the big insurance piece. There's a LOT that is not in there. But I think we've got a few of the important bits. TL;DR insurance is extremely interesting, but it's neither the climate problem nor the solution. www.phenomenalworld.org/analysis/ins...

The future is triage on an uninsurable earth - @katemac.bsky.social @70sbachchan.bsky.social www.phenomenalworld.org/analysis/ins...

“ … it’s not entirely clear that it will ever play out as a system-wide financial catastrophe—more likely is that we see more of the same, with intensifying and unevenly distributed social consequences.” Great overview from @katemac.bsky.social and Tim Sahay www.phenomenalworld.org/analysis/ins...

Jarjum and Joey. Always worth a repost. 🖤💛❤️

Question: Why are many people under the impression that Trump and the awful things he’s doing are popular, even though they’re not? Answer: America is still a mostly free country where dissent against Trump’s dictatorial ambitions is widespread, but media keeps making it appear as if it’s not.

Will the absence of reliable automatic metro service in the United States mark the moment its citizens notice how far behind their country has fallen?

Looking forward to more on this from every bad faith actor who's claimed clean energy is intrinsically bad for developing countries

"The decarbonization agenda is not simply about reordering markets or industrial policies, but in fact represents the crucible for a new geopolitical order." @nilsgilman.bsky.social in FP foreignpolicy.com/2025/09/01/e...

I think this is it. Despair is easy and you get to feel wise, and it doesn't really place any obligations on you or force you to speak out or do anything, really.

Innovation makes useful things smaller and smaller. Overconsumption makes things bigger and bigger (and more dangerous with bigger costs & consequences). Bigger vehicles and larger homes for fewer people is not progress. HT @fietsprofessor for graphic

US has made an all-in bet on AI and Fossil Fuels. China on green tech. @katemac.bsky.social & I @parismarx.com podcast on how China's bet made Solar+batteries+EVs turn into business models of Coke cans-everywhere, cheap, accessible, satisfy the thirst for freedom. techwontsave.us/episode/291_...

People who don't routinely read the business/IR press are starting to hear about how big a deal this Trump-Modi thing is www.nytimes.com/2025/09/01/b...

Western leaders have appeased Donald Trump since he returned to power, only to be hit with new demands after every concession. On Tuesday, Trump declared economic war on countries that regulate its tech companies. It’s time for the world to break from the US and aggressively target Silicon Valley.

Tech Won't Save Us. China is making massive investments in electrification to reduce its dependence on fossil fuels and the US dollar. @katemac.bsky.social and @70sbachchan.bsky.social join @parismarx.com to discuss the geopolitics and how other countries are getting on board. Full ep: