These radical climate protestors must be stopped! (Jokes, it's the farmers again)

Can't wait until the US is so desperate to extract Venezuela's oil that it nationalizes ConocoPhillips. climate fam we are so back

Great @carnegieendowment.org series on climate conflict that I contributed to with a chapter on criminalisation and how movements respond to it. Watch the video @noahjgordon.bsky.social made to introduce it. youtu.be/j-MHPvP-6Wk

Great report here by @tobiasgehrke.bsky.social

The EU grid package is out--great summary here by @carokyllmann.bsky.social of @cleanenergywire.bsky.social. Map is by @nkurmayer.bsky.social for @euractiv.com ! www.cleanenergywire.org/factsheets/q...

Green hydrogen remains much more expensive than blue hydrogen. And neither of them really exists, which is fun.

Another COP ends in disappointment. They all will until we admit that decarbonization entails creating winners—and losers. It's economic conflict; some people will and must lose money. From Existential Politics, the new book by Jess Green @greenprofgreen.bsky.social!

Battery export boom: China has exported approximately $60 billion in battery energy storage systems and components in the first three quarters of 2025, up 24% from last year www.reuters.com/markets/comm... US export comparisons in 2024: Soy, $25b. LNG, $28.9b. Auto exports, $59.2b. 🔌💡

Capitalism and Its Critics--crib notes!

"Practical Men, who believe themselves to be quite exempt from any intellectual influences, are usually the slave of some defunct economist"- J.M. Keynes Capitalism and Its Critics by @johncassidysays.bsky.social is a tour de force of primary research. Here are some of the best quotes he found:

Extraction by Thea Riofrancos is really good—and beautifully written. It’s refreshing to see a warning about the risks of mining for decarbonization that is neither bad-faith fossil propaganda nor a call for fatalism and hard degrowth. @triofrancos.bsky.social

🤡OIL DEMAND WILL KEEP RISING🤡 What are the IEA assumptions that make rising oil demand so improbable?

No oil peak until 2035, even under stated policies (pink line). No gas peak in sight. Grim stuff

The seat in the British Museum where Karl Marx studied “productive forces”? It was G7. Fun nugget. @johncassidysays.bsky.social really did his homework for this book

Insightful thoughts here on why capital owners may oppose decarbonization. It's like opposition to unions: it's not about wages necessarily but about who has the power in the workplace

The big story we're missing about AI is the opportunity cost of having all the electricians build data centers instead of constructing power plants or electrifying homes. OpenAI claims it needs 20% of US electricians and mechanics! www.latitudemedia.com/news/openai-...

A quarter of the power added in the US this year will be batteries--four times as much batteries as gas. This is your fossil fuel king? www.eia.gov/todayinenerg...

We've made such progress on climate change that we've cleared the very high bar of "less bad than a extinction-level meteor"

A great day for addressing symptoms and not causes

We usually assess the climate crisis by a single metric: greenhouse gas emissions. But that’s just one metric, and it’s not enough. Assuming that humans control a “global thermostat,” says @noahjgordon.bsky.social, is dangerous. Noah explains why for Emissary: carnegieendowment.org/emissary/202...

The oceans and land mop up about half of the carbon that humans emit. Until they don't. My new piece on the weakening of natural carbon sinks, and the fallacy that we humans have our hands on a global thermostat, is out now for @carnegieendowment.org carnegieendowment.org/emissary/202...

The oceans and land mop up about half of the carbon that humans emit. Until they don't. My new piece on the weakening of natural carbon sinks, and the fallacy that we humans have our hands on a global thermostat, is out now for @carnegieendowment.org carnegieendowment.org/emissary/202...

The best thread of the year? The best thread of the year.

Graphic of the day: Earth's drift towards climate tipping points. Humans determine the fate of the energy transition, not the climate. The thermostat can easily slip out of our hands.

‘Lord, limit warming to 1.5C above pre-industrial levels, but not yet.’” IPCC chair Jim Skea dropping bars

It's useful to compare the required speed of potential climate solutions to the fastest ever transformations driven by the profit motive. Left is @bentleyallan.bsky.social (w/me), on minerals Right is Turner et al in Nature, on BECCS

Are you reading The Long Heat yet? Natura facit saltus... @wimcarton.bsky.social

Argentina edition of Libertarian bible

This is my quant

We talk about CO2 emissions, but we really care about CO2 concentrations in the atmosphere. If the land & oceans no longer soak up half of the carbon humans emit--and the land sink disappeared in 2023--we are in a whole new ballgame. 2024 saw the biggest increase ever.

The US is threatening all those who support the IMO carbon tax. This is rogue state behavior

“The U.S. Empire’s boomerang is not confined to the 19th and 20th centuries… Today, local police forces cruise around small U.S. towns in bomb-proof quasi-tanks recycled from Iraq and Afghanistan.”

I'm putting together a team

Tomorrow!

Join me to discuss combatting the New Climate Denialism at @carnegieendowment.org this Wednesday, Oct 1 in DC or online, along with my co-panelists @jeremywallace.bsky.social, @cathfraser.bsky.social, @leonardom-d.bsky.social, @noahjgordon.bsky.social and more. carnegieendowment.org/events/2025/...

Free speech is back in the USA 🦅🚀

Now including @ben-beachy.bsky.social

China plans once again to underpromise and overdeliver. Great to have Lili on this beat!

Want to defeat the New Climate Denialism? Join us next week in DC or online! October 1, 3:30-5pm and then drinks. Speakers include @gretchentg.bsky.social @jeremywallace.bsky.social @cathfraser.bsky.social @leonardom-d.bsky.social carnegieendowment.org/events/2025/... @carnegieendowment.org

"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...

This is a useful clarification of the term "electrostate." Gordon emphasizes consumption, which is important. But production is what shapes geopolitical power and strategic independence. This definition of "electrostate" can't include all countries. But it implicates politics more directly.

A New Climate Denialism is sweeping the USA. Its proponents misunderstand that clean energy will take over no matter what America does and that it's not possible to adapt to 3°C. Our alternative approach is called Climate Clarity carnegieendowment.org/research/202...

“Electrostate” is “the geopolitical buzzword of the year,” says @noahjgordon.bsky.social, especially in regard to China. But when writers say “electrostate,” are they using it right? And why does that matter? Noah explains, for Emissary: carnegieendowment.org/emissary/202...

This.

"Electrostate" is the energy buzzword of the year. But the term has two meanings, and policymakers risk picking the wrong one. Production or consumption? My new piece for the Carnegie Endowment @carnegieendowment.org

"Greenlash"? There's a backlash against climate social movements, with citizens turning against regulations in Europe and carbon pricing in Canada & Australia. Two new pieces today in our @carnegieendowment.org series on the future of climate activism. carnegieendowment.org/programs/sus...

Incisive writing here on the "central bank independence" that Trump is undermining. Can't help but think about this from a climate perspective, as climate policymaking, like inflation, suffers from a time inconsistency and credibility problem. What would a "climate Fed" do?

The Pakistani solar boom continues to fascinate. In 2022 gas-hungry Europe outbid Pakistan for LNG, plunging it into blackouts. In 2025 Pakistan has so much solar it's delaying LNG shipments and trying to sell excess gas. www.bloomberg.com/news/article...

Wrote this for the Carnegie Endowment on the criminalisation of climate protest

Why don't more climate activists turn to sabotage? My new piece for The Carnegie Endowment @carnegieendowment.org carnegieendowment.org/research/202...