How do we trigger a fundamental change in steel, cement, & chemical production to net-zero that initially raises their cost, but drives global market share uptake while reducing costs to parity? A 🧵from 2 new reports, from @ColumbiaUEnergy & https://t.co/KzLIE2jf7p

I still get jazzed at seeing improvements in battery technologies, especially away from binding resources like some rare earths. My guess is some fundamental jumps are still to come.

This is one of the biggest challenges for electrification in North America; clean gen can get cheaper & cheaper, but it's meaningless if T&D costs are rising faster and power cannot get to people. I'm tempted to see this as the result of 35 years of dereg and neglect, but ... ?

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What’s the term for this, “accelerationism”? China has brought roughly the same amount of people that live in Europe and the US altogether from poverty to the threshold of a high income society in 30 years, and there were bound to be consequences.

Meanwhile, sunlight prices expected remain flat at $0 for the four billionth consecutive year

"China is racing ahead in electrification, while the US turns its back on green energy in favour of a new era of fossil fuel machismo...." If you are in NYC tomorrow go check out @adam_tooze inaugural @LRB lecture at @TheNewSchool https://t.co/q5wIbfRG0J

This nested thread is interesting for the endless #cdnpoli debate about our relative GDP per capita compared to the US. Barring the endless discussion, the US is almost certainly higher, but some of it may be due to relative measurement issues compared to the rest of the OECD

👇 This is a key concept to absorb, that roughly 2/3 of China’s 1.4 billion should be considered relatively “developed”, OECD equivalent, and is very quickly moving past that level.

"Entrepreneurial capitalist competition is where the U.S. thrives, and I think it’s an advantage over China,” said the US Energy Sec. Yet some worry that the US is betting too heavily on tech breakthroughs instead of focusing on the financing, skills and infrastructure needed.

We’ve arrived at a time where Jane Jacobs’ vision of a complex, dense, walkable urban form without freeways, high tech energy efficiency (eg LEDS), solar, batteries and nuclear power, amongst many things, have likely proved to have been good paths. History is a brutal schoolroom.

Folks like to bash on boomer hippies here, but they mostly saved Vancouver from this land use and transport horror show. Respect 🙏

Spiro bikes have taken over Nairobi streets lately. Are we finally witnessing the real shift to electric transport in Kenya?

Wait until he hears that Reagan didn't trust the Russians.

This is the craziest stat of the World Series: Trey Yesavage, the Blue Jays starting pitcher who makes $57K a year, started the game by striking out Shohei Ohtani, who makes $47M - that's 824x his salary.

Ronald Reagan and Doug Ford (🤯🤣) have created a moment of serious cognitive dissonance in the Republican Party. I’m pretty sure I know who the next leader of the Canadian Conservative party will be, if he wants it 🤣

Respectfully, the fact that Reagan's government negotiated the Canada/US free trade agreement (a precursor to NAFTA) may be more credible and more contextually relevant when compared to an AI summary of Lighthizer's book. Reagan was clearly against blanket tariffs.

In 2025, the (partial list of) factors that contribute to China's "dominant" nuclear sector, here defined as success in both scale (larger) and cost (low): - Is the large infrastructure project construction and management experience recent and robust? Yes - Particularly for the

That China is dominant in nuclear technology isn't particularly earthshattering news, but I don't follow the logic how nuclear power would embody some inherent western advantage. (other than first-mover advantage of course, which indeed was completely squandered)

There's a really cool sub-industry of metal and metal oxide innovation going on, with electricity being directly used to reduce metals, vice versa reduced metals being used as "batteries" for clean electricity. The power density & heat potential is huge

Sooner or later someone will try solar radiation management. I cannot even imagine how those vulnerable to “chemtrails” conspiracies will react to real active attempts to manage incoming solar input.

Repeatedly building GW-scale reactors (the way we made nuclear cheap the first time) is a much better path than SMRs. Economies of scale are real, and you need both reactor size and production volume to get there.