January 22, 2020
The Wasteland II, 1945 ,Australian Artist Jeffrey Smart. https://t.co/MzXdPxJxFf
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An absolutely fundamental limit on the pace of energy transition is that only 20% of final energy consumption world… https://t.co/qdKmBG9cRo
climate crisis may succeed where all else failed: a single green safe asset, backstopped by the ECB? Greening the E… https://t.co/RVlW9VykDP
The (very long run) moderation: From 1860s-1930s US economy oscillated 60/40 btw growth and recession. Since 1940s… https://t.co/QbDr99lApO
In the wake of the financial crisis, funds in US retail money market funds collapsed. Since 2015 they have recovere… https://t.co/dPiTqnwvNs
Germany’s exit plan from coal will just about halve power generation from coal by 2030. @WillWilkesBBG… https://t.co/cawNRtwkCb
German onshore wind installation has slumped to less than 1/3 of its peak rates in 2017. https://t.co/0WD9OeGOGR https://t.co/nxHJApGwVd
Over Angela Merkel’s tenure as Chancellor since 2005 German CO2 emissions have fallen by a modest 13%.… https://t.co/AIBa9sPUEc
Lock-in: billions in US private funding are flowing into gas-fired power-generation in the US. @WSJ via @SoberLook https://t.co/2qXTwLa0EN
The precipitate decline in the fertility rate in the US is an underemphasized phenomenon. An unusually sharp fall i… https://t.co/AlL2WQKzP3
To date China is responsible for mining 70 % of rare earth ore worldwide. @Gavekal via @SoberLook https://t.co/YOgZ68yXak
German car-makers export twice as many cars made in the US to China as Ford & Tesla. @StatistaCharts via @SoberLook https://t.co/kzzATHlWTM
Poland is one EU country where inflationary dynamics are not dead. @SoberLook https://t.co/0e6nLGDSIw
The climate impasse and the agenda for climate diplomacy in 2020. I did a piece for the @FT on the limits of a sear… https://t.co/JejJdIjSKz
CEO salaries and relativities to median workers … and yup, the US does stand out. @SamRo via @SoberLook https://t.co/8y5o83qmY8
January 21, 2020
As the global LNG market floods with new exports, prices have converged in Europe, US and E. Asia. @meyer_g6… https://t.co/rQnuoLLnOT
Glut ahead? The US energy industry is planning on a huge expansion of LNG exports. It is far from obvious that ther… https://t.co/K1ynPu3UZu
In the early 2000s German investment in railway system fell behind that of France. The new spending program announc… https://t.co/09IQhahN7d
On Trump's #Davos speech: "Only self-praise, ignorance, disregard for everyone, no perception of global problems. I… https://t.co/I6BlOMMXP0
Germany has announced a big “green” investment package for the railways. This is good news. But it is making up for… https://t.co/I3kniOPmWx
January 20, 2020
How the G20 stand on their Paris 2015 NDCs https://t.co/PRwR2pCRSj https://t.co/zseyLFsnFj
Decarbonizing industry will require a HUGE expansion in electricity consumption from renewable sources. Solar and w… https://t.co/1cZixxfwZD
Look at a map of insolation and wind strength and you can see that we are a long way from utilizing the power sourc… https://t.co/mTV5Ztq24f
@michaelxpettis @adam_tooze @rodrikdani An excerpt from the first cut of our index: Gerschenkron, Alexander, 107 G… https://t.co/zJlapmvmHz
This anatomy of CO2 emissions from industry is fascinating. @McKinsey_MGI https://t.co/AmLqGsMlr3 https://t.co/ojWYkKyDVJ
The mixed economy of carbon emissions: A fantastic infographic from @CarbonBubble on how the national oil, gas and… https://t.co/3Lom3EMA7R
Ignore the apocoalypse at your peril! Someone will end up footing the bill for sustaining an uneconomic and dirty c… https://t.co/rSo2L4OeI7
Mercenaries "made in Great Britain": Ray Barker-Scofield, originally commissioned into the Indian Army in 1943, thi… https://t.co/vyNbnPfEJt
Poland’s generous capacity market payments keep its coal-fired power generation in the black. @CarbonBubble… https://t.co/INaLhu4X6U
Adam Curtis’s Episode 1 - Who Pays Wins (1999) Hard to resist! https://t.co/nTwtWSnHd3 https://t.co/DTGsp2M6ob
There is such a thing as being too late! Immortal words by MLK for Europe and climate politics in 2020. I swear I… https://t.co/N88TN7vAbL
Apocoalypse: In 2017 46% of EU coal generators were running at a loss. In 2019 it was 79%. They may have lost €6.57… https://t.co/4HBZU5Q5x7
After the very domestic portrayal of Felix Vallotton at the @metmuseum show, discovering his WWI art was a bit of r… https://t.co/hkrpjg5rLz
State energy companies (NOCs) accounting for well over half global #oil production & an even larger share of reserv… https://t.co/towPXXnvW1
2020 is a truly pivotal year in climate politics. If gamble on Paris 2015 is to pay off, COP26 needs not to be a b… https://t.co/pgV7CrabCk
Oil palm cultivation v. Small holding agriculture as seen from a satellite. Fascinating resource from… https://t.co/9FFDWyxJVh