NVIDIA is making a $300B "investment" in OpenAI that essentially pays OpenAi to buy its chips. OpenAI says it will now embark upon a buildout of data center clusters requiring 10GW of power, adding to the many GWs of data center demand already in the pipeline. What could possibly go wrong.

The @sierraclub.org's 5th annual #dirtytruth report is out and at a time when the US utility industry should be accelerating its shift from dirty to clean energy sources, the opposite is happening, "plans for new gas infrastructure are at record highs." www.sierraclub.org/coal/dirty-t...

"Tech giants are certainly capable of standing up for the long-term viability of their industry. And for democracy. So far they are doing the opposite."

Exciting vision for accelerating renewables deployment!

Trump's new "Speed to Power" initiative will help the tech industry build massive data centers as fast as possible without the need for deliberation over clean v dirty options or for hearing community concerns. Fossil fuel lobbyist: 38 coal plants, once set to close by 2028, would remain open.

How does Big Tech achieve "speed to power" for data centers given clogged interconnection queues & supply chain bottlenecks? How to avoid saddling ratepayers w the costs of grid upgrades? @rewiringamerica.bsky.social has answers: pay for heat pumps, rooftop solar & storage.

As global heating produces more wildfires, "Americans have increasingly been bombarded by toxic smoke." 41K people in the US now die from this smoke each year, "one of the most costly and important climate impacts.” www.washingtonpost.com/climate-envi...

Now the english version! The report "AI and Climate Change: The Global South Facing the New Geopolitics of Innovation" is now available at the the Green Screen Coalition website. Thanks to @plataformacipo.bsky.social for the collaboration and Ariadne Network. greenscreen.network/en/blog/repo...

🚨 BIG NEWS: Sierra Club has released new guidance for financial institutions on what constitutes credible investments in #climate solutions. To protect savings, investments must cut emissions, support workers, protect nature & build resilient communities. www.sierraclub.org/press-releas...

That’s right! The recipe we developed at @cplusc.bsky.social for solving the home insurance crisis is: 1. Reduce risk & increase resilience to existing homes 2. Build more affordable housing in less risky places 2. Single-payer disaster insurance coupled with standard coverage from the market

BNEF's Energy Supply Banking Ratio is one of the most important statistics in finance. Latest report: "banks collectively made little progress last year to finance more low-carbon solutions compared to activities that support fossil fuels." about.bnef.com/insights/fin...

@markgongloff.bsky.social identifies key policies to tackle the property insurance affordability crisis: rein in fossil fuels, build climate resilience & make housing more affordable. As @moira.bsky.social says, “The more we reduce catastrophe risk, the less we need the safety net of insurance.”

Right-wing billionaire Larry Ellison is poised to become "one of the most powerful media and entertainment moguls America has ever seen ... the very last thing our country needs right now." www.nytimes.com/2025/09/18/o...

Regardless of your training, if you're trying to advance any social justice-related cause, you need to study up on organizing. @himself.bsky.social: "power in modern societies depends on social coordination." substack.com/home/post/p-...

Trump's proposal to eliminate quarterly earnings reports could turn out to be a good thing for sustainable investing. Many see them as a distraction from things that matter. David Pitt-Watson: "a move to half-yearly reporting might support long-term, value-adding management."

A large % of corporate CEOs dislike Trump's economic policies and are no longer confident enough to make new investments. Sign of the times: they say this only in a private conference room, "for fear that their companies could be targeted by the administration." [gift link]

The next time your elected representative preaches about "all of the above" energy policy, maybe ask if they know how many more heat deaths that means. www.bloomberg.com/news/article...

Since 2019, oil & gas has required approximately $500B/year of new finance simply to arrest the decline in existing fields. Also, it takes “nearly a decade to discover new fields and a further decade for appraisal, approval and construction.”

NEW: IEA reiterates ‘no new oil and gas needed’ if global warming is limited to 1.5C (but this time, it only says so quietly) 🧵quick thread www.carbonbrief.org/... 1/6

"Oil and gas's dominance over American life can feel like a David vs. Goliath story. Despite the odds, growing pushback in red, blue, and purple states shows that the Davids have more power than we might think—and philanthropy can help them win." ssir.org/articles/ent...

New power generation for data centers in NC is coming, despite major questions about the industry's growth trajectory. Duke Power assures us there's "more than ample protection" against overbuilding. Does anyone with a basic understanding of this utility's business model believe this?

To state the obvious, ownership of social media sites matters to our politics. Which is why all eyes will be on Friday's announcement of Trump's deal with China on TikTok. My wild speculation: it will be designed to "fix" that 60% Democratic lean of its user base.

A new @heatmap.news poll shows that Americans see multiple causes of rising electricity prices, but their top culprits are surging demand, their utility, their state gov't, and ... the oil and gas industry. Perhaps people intuitively know that our fossil fuel reliance is costly?

New projections show U.S. solar deployment could drop 21% by 2030—thanks to the federal rollback of wind and solar tax credits. That means higher costs for families at a time when energy prices are already rising. This is the real cost of anti-climate policy.

Rising electricity rates = more climate injustice. As heat waves worsen, increasing numbers of low-income folks can't afford AC. If delinquent in NV, power can be shut off even when temps reach 104F & "once power is cut, NV Energy is not required to reconnect, no matter how high temperatures get."

We all need to get on board with the AI / data center frenzy because we're in a high-stakes race with China for AI domination, right? But wait, Trump just agreed to send high-end chips to a firm controlled by UAE's Sheikh Tahnoon, ignoring national security experts' concerns about leakage to China.

"The production of petrol, diesel, and jet fuel all continued to fall, with electric vehicles eating into road-fuel demand." This is one of the most interesting and probably underrated emissions statistics of all time. #China www.carbonbrief.org/analysis-rec...

Brutal, heart-wrenching account of what the discovery of oil did to one indigenous community in Mexico: "Today, across Totonacapan, oil has become synonymous with ecological destruction, cartel violence and political disenfranchisement." www.nytimes.com/2025/09/14/o...

AI bots never complain about working conditions.

Where's the political support for massive data center buildout? "Evangelical pastors, political strategists and academics gathered at the recent National Conservatism Conference — the MAGA movement’s ideological nerve centre — were full of contempt for [AI] technology." www.ft.com/content/d6aa...

@gregor.us: Every new gas plant = more long-term obstruction of the energy transition. It has its own emissions, plus "wind and solar and batteries compete strongly for new generation, but cannot overtake fossil fuel generation unless the capacity is old, and already near retirement."

The first stage of Australia's multi-billion dollar undersea power cable has just reached financial close. On completion, the 345km Marinus Link will ease the push to net zero by allowing Victoria and Tasmania to swap their solar + hydro power. Via @bloomberg.com #CleanEnergy #EnergyTransition

"The US is ceding the industries of the future to China while asking allies to do the same." Can't imagine why allies would want to sign up for US proposals to worsen climate breakdown and increase dependency on fossil fuel autocracies.

The slightest inquiry into Lisa Cook's mortgages put the lie to the idea she committed mortgage fraud. This shows "for cause" removal protection must have more procedural and substantive weight than "presidents can summarily fire people based on unsupported allegations." www.wsj.com/economy/cent...

The 8th Circuit rejects the Atkins SEC's effort to delegate attacks on Gensler SEC's climate risk disclosure rule to the Chamber of Commerce and other private litigants. Court: litigation is held in abeyance until the SEC decides its plan of action for modifying/repealing the rule.

Shutting down the federal government's work on financial stability risks from climate change doesn't make those risks go away. As @alexmartin196.bsky.social says, “the inconvenient truth is that climate change is wreaking havoc and throwing property insurance markets into crisis.”

@heatmap.news survey: 44% of respondents would support or strongly support a data center being built near them while 42% would oppose or strongly oppose it. "Strongly oppose" is 24% - a window into the activism that has sprung up and will likely grow as the data center boom accelerates.

Speculation about electricity demand from data centers is arguably the biggest driver of fossil fuel expansion in the US. Glad to hear that Rhodium will analyze the range of data center demand pathways this fall, but meanwhile simplistic projections like this confuse more than enlighten.

Although the National Guard's presence in DC is an abomination, the paramilitary force we need to pay attention to most is ICE. Here is a great summary of what we are up against. www.doomsdayscenario.co/p/ice-is-eat...

With all of today's horrific news of gun violence, here's a reminder that DC's gun enforcement is handled by Trump appointee Jeanne Pirro, who recently announced that her office will no longer prosecute violations of laws prohibiting possession of rifles with large-capacity magazines.

When Wright and Burgum preach to global leaders about how climate science is an "ideology," they must know that they are being laughed at, right? Could we get some video of the snickering behind the backs of these clowns? www.nytimes.com/2025/09/10/c...

The National Guard accidentally sent its assessment of its invasion of DC to the Washington Post. DC residents & tourists are unhappy & the Guard is worried about losing public support & retention & recruitment. Hopefully this means resistance to the fascist project is growing in our military.

Another Trump appointee lobbying the EU to weaken its financial and environmental regulations at the behest of large US corporations. SEC's Atkins says that the rollbacks to date are just not enough to make the anti-regulatory zealots happy. subscriber.politicopro.com/article/2025...

"By one estimate, Meta, Amazon, Microsoft, Google, and Tesla will by the end of this year have collectively spent $560 billion on AI-related capital expenditures since the beginning of 2024 and have brought in just $35 billion in AI-related revenue."

This is what democracy looks like! A people united will never be defeated. We want federal forces out of DC NOW! #WeAreAllDC #FreeDC

Wondering if Trump's invasion of DC can get any worse? I've got bad news: Stephen Miller is in charge.

Joining ICE raids, wow, so incredibly sad. The State Dept was the agency that led US participation in the Paris Agreement and other landmarks of global cooperation.

If you had the opportunity to educate the sustainable investing community about one fact, what would you want ensure it knew, above all else? My nomination: The large-scale, economy-wide asset devaluations that economists & climate scientists say will ensue if we fail to accelerate decarbonization.

Please help our ICE-abducted neighbor and his family in Mount Pleasant, DC. He's been here for 20 years and was yanked from his car last week. You can help with legal expenses and supporting his family while they try to get him back. www.gofundme.com/f/help-a-mou...

On the debate over whether the internet is a net benefit to society, the Fat Bear cameras could tip the balance to yes.