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The Passenger

@gordonschuecker

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Following
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"Realize that everything connects to everything else." Mathematics, statistics of extremes, Metacrisis. Energy, finance, geopolitics, ecology & economics.

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Joined August 2009
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@gordonschuecker
The Passenger
5 years
Our society is energy blind. Especially our economists are. Truly understanding energy changes 𝘦𝘷𝘦𝘳𝘺𝘵𝘩𝘪𝘯𝘨 and sometimes one paper is all you need to "learn how to see". 1/ https://t.co/DaARYIEVOr
@gordonschuecker
The Passenger
5 years
Paper Notes | Economics for the future – Beyond the superorganism by @NJHagens https://t.co/vcLFE1ZSBy Holistic take on economics, energy, ecosystems, finance, society and much more. I.e.: "Realize that everything connects to everything else." ― Leonardo da Vinci. 1/60
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@gordonschuecker
The Passenger
12 hours
TACO^2 #tariffs #China
@Brad_Setser
Brad Setser
1 day
China, the unexpected "winner" from Trump's second term trade war? Bringing the Trump 2 tariff on China down to 20% (10% reciprocal, 10% fentanyl) is a huge win for China; it puts the new tariffs at the same level as the new tariffs on SE Asia 1/
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@TheMichaelEvery
Michael Every
22 hours
2025, day 302 Good morning from Asia. ‘EU doubles down on Ukraine reparation loan after Belgian pushback’ (Euractiv); ‘EU plays hardball: if you won’t seize Russia’s cash, open your wallets’ (Polirico); and ‘Zelenskyy targets harder, better, faster, stronger strikes in
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@gordonschuecker
The Passenger
1 day
SP500 in gold terms this year - fascinating chart. #tariffs
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@TheMichaelEvery
Michael Every
2 days
Why go all the way to China to learn that?
@ojblanchard1
Olivier Blanchard
3 days
Back from a conference in China. One impression about China-Europe relations. A desire to work together, but a lack of trust. China sees Europe as caving to the US at crunch time. Europe sees China as supporting Russia, an existential foe of Europe. This affects other, including
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@bataille_chris
Chris Bataille
6 days
And China is dominating another technology class, one that was supposed to have inherent western advantages . Open link to source article https://t.co/lsbKOzzaLr
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@TheMichaelEvery
Michael Every
5 days
2025, day 298 Good morning from Asia. ‘Starmer urges allies to give Ukraine long-range missiles’ as “PM also calls on coalition to take Russian oil off international markets in ‘maximum pressure’ strategy”; and ‘NATO chief: Putin is running out of money, troops, and ideas’; as
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@xriskology
Dr. Émile P. Torres 🛑
6 days
Sam Bankman-Fried is next.
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@TheMichaelEvery
Michael Every
6 days
2025, day 297 Good morning from Asia. ‘Here for the long term’: US seeks to entrench presence in Australia under AUKUS’ (SMH); ‘MoD faces £2bn budget black hole’ (Telegraph); ‘Russian planes spotted in Lithuania's NATO airspace’ (Euroactiv); ‘How Belgium’s De Wever derailed
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@vtchakarova
Velina Tchakarova
6 days
German Chancellor Merz says he expects the U.S. to grant an exemption for Rosneft Deutschland from the latest U.S. sanctions targeting Russian oil companies. Because sanctions for them do not have to be sanctions for me.
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@riteshmjn
Ritesh Jain
6 days
Heard something interesting today. The world security order has completely broken down with 2 of the 5 members of UN Security Council, Britain and France going bankrupt, Russia under sanctions and U.S., China at each other throats ( main tujhe dekh lunga).
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@TheMichaelEvery
Michael Every
7 days
Volkswagen to halt production at key German plants from next week amid missing chips from China — BILD As VDL says: “"In the coming days, I will also engage very closely with European leaders and international partners, as a crisis in the supply of critical raw materials is no
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@TheMichaelEvery
Michael Every
7 days
It’s almost like nobody ever saw a Bond film…. Then again, we are photoshopping the guns out of them now(?)
@Fremond_
Loïc
7 days
Called it.
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@TheCinesthetic
cinesthetic.
8 days
Idiocracy (2006) opens by throwing you straight into its hilariously dumbed-down future.
@TheCinesthetic
cinesthetic.
9 days
Of all movie opening scenes, what one sold the entire film the most?
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@Mayhem4Markets
Markets & Mayhem
7 days
Pretty much 😅😂🤣
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@TheMichaelEvery
Michael Every
7 days
This time in Slovakia - coincidence or very, very, very bad luck?
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@ctindale
🇦🇺Craig Tindale
7 days
Another sector where U.S. maintains leverage over China through dominance in electronic design automation (EDA) software, essential for advanced chip design. Read the other threads attached to this post where U.S. holds leverage While China has developed alternatives like
Tweet card summary image
reuters.com
It was not immediately clear if other countermeasures imposed by the U.S. have been lifted.
@ctindale
🇦🇺Craig Tindale
12 days
As I’ve been trying to tell folk for days the REE threat by China is minimal . Here is yet another reason why . Ever heard of Utra High Purity Quartz ? Read on ….. The U.S. monopoly on ultra-high-purity quartz (UHPQ) is one of the least discussed yet most consequential choke
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@gordonschuecker
The Passenger
7 days
“‘US fuels brain drain to China with Trump’s anti-science ‘Cultural Revolution’’ (SCMP) as “Chinese-American researchers are finding similarities with chaotic period under Mao Zedong that targeted intellectuals in China’” What a time to be alive.
@TheMichaelEvery
Michael Every
7 days
2025, day 296 Good morning from Asia. ‘U.S. Lifts Key Restriction on Ukraine’s Use of European Long-Range Missiles’ (WSJ) as “The move coincides with a Trump push to pressure Moscow into talks on ending the war and to withhold U.S. Tomahawk missiles from Kyiv”; as Trump called
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@gordonschuecker
The Passenger
7 days
@GodfreeTrh
Godfree Roberts
8 days
@AlecStapp @IFP @employamerica Hmm. Rare earths are 17 metallic elements with extremely similar chemical properties. Isolating them from one another, and then to high purity requires hundreds of chemical steps, including extraction, washing, and precipitation. After decades of R&D by 500,000 geologists who
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@INArteCarloDoss
KKGB
8 days
lol…
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@RnaudBertrand
Arnaud Bertrand
8 days
This is genuinely funny, and quite revealing. The entire semiconductors export controls strategy was built around the US pressuring others (like the Dutch or South Koreans) not to help China develop its own capabilities. Now that the shoe is on the other foot and China is in a
@unusual_whales
unusual_whales
9 days
BREAKING: The Trump administration warned China not to retaliate against foreign companies helping the US to develop critical industries, per Bloomberg
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