December 27, 2021
RT @LucieNoyer: @adam_tooze This article is really strange because it does not mention that Rio's project was seen in Serbia as the reason…
RT @LucieNoyer: @adam_tooze This article is really strange because it does not mention that Rio's project was seen in Serbia as the reason…
The gap btw energy planning and what is needed to achieve climate stabilization remains vast. Something has got to give. ember-climate.org/commentary/202… https://t.co/fPorJhkQbG
Kenya expects to secure only about 1/4 of debt relief government targeted to get in the second phase of G20 Debt Service Suspension Initiative after some creditors declined to participate. WHO are the holdouts @herbling ? @danielmunevar @eurodad any ideas? bloomberg.com/news/articles/… https://t.co/Z0jb62KmS3
"Alan J. Auerbach, an economist at the University of California at Berkeley, has been advising Manchin personally about tax policy, two people familiar with the matter said.” @JStein_WaPo washingtonpost.com/us-policy/2021… eml.berkeley.edu/~auerbach/
To achieve anything like a 1.5degree pathway, coal needs to be driven out of global electricity producion in the next decade. @EmberClimate NOT the scenario envisioned by IEA’s coal report. ember-climate.org/commentary/202… https://t.co/l7T7TeUdEd
RT @Jasminechic00: Mozambique @UNHCRMozambique report on #Niassa explains the IDP crisis. Note the alarming signals of a food crisis during…
Anyone have any smart takes on Rio’s Serbian Lithium mining project? On its face it seems like an extraordinary failure to buy off tiny local veto players with appropriately large payments. ft.com/content/707e7a… https://t.co/DmHHrL3tA9
Love this graphic of energy transition from report on ACCELERATING THE LOW CARBON TRANSITION by Victor, Geels and Sharpe 2019 @BrookingsInst brookings.edu/wp-content/upl… https://t.co/0kwgglXGRy
" A typical electric-vehicle battery pack needs about 35 kilogrammes of nickel, according to the IMF” – gotta say I didn’t see the day coming when @IMFNews is cited as authority on battery packs. ft.com/content/3565dd…
Victoria Rodríguez Ceja will take over from January 1 as the first female governor of the Bank of Mexico, leading a majority-female board. Also an ally of AMLO from the public budget/fiscal policy side. ft.com/content/6fedba… bloomberg.com/markets/fixed-… https://t.co/ic3QVxKN32
Municipal constables enforcing price controls in Ankara grocery stores. On the background to Turkey’s financial crisis see my newsletter Chartbook #63. Sign up here: adamtooze.substack.com/p/chartbook-63… twitter.com/06JAnk/status/…
Dramatic visualization of the explosive growth in battery supply that lies ahead. @RystadEnergy sf-asset-manager.s3.amazonaws.com/97637/12/489.p… https://t.co/OFXdy4iogt
New climate nightmare: In mid-November, thunderstorms brought thousands of fat-tailed scorpions out of their dens and washed them onto the streets of Aswan, Egypt, injuring over 500 people and killing three. english.alaraby.co.uk/features/will-… https://t.co/eaOMLmLLYL
RT @tashecon: I think we learned this week that the big FX move was not the deposit scheme but the huge FX intervention.
RT @ArnoGottschalk: Sind die stark gestiegenen Energiepreise das Ergebnis sinkender Investitionen und Kapazitäten in fossilen Märkten, also…
UAE gov has told some of its biggest business families that it intends to remove their monopolies on the sale of imported goods on which huge wealth is based = interesting trial of strength. ft.com/content/116b08… https://t.co/AcIStMpz3g
By 2050, 1 in 4 of world’s population will be African. One-third of the world’s working age population, defined as 15- to 64-year-olds, will be African. Nigeria will have pop >400 m -> 3rd most populous country in world. H/t @davidpilling ft.com/content/819e5d… https://t.co/CJPIS3sXmn
The tiny nation of Kiribati, which switched diplomatic ties from Taiwan to China in 2019, this year announced Beijing-backed plans to upgrade one of its airstrips ft.com/content/5d660f… https://t.co/sNdpbsoyxR
Because only 10% of Chinese coal mining is open cast, diesel prices are a minor cost component v. In Colombia or Indonesia (the largest exporter of low quality thermal coal) iea.blob.core.windows.net/assets/f1d724d… https://t.co/BLlzdXybDb
Mind-blowing report on how question of Taiwan v. China recognition has melded with internecine domestic conflicts from the Solomons to Samoa to fuel tensions and, in some cases, violent conflict in Pacific nations. ft.com/content/5d660f… https://t.co/Vc2Ta5xPxM
Explosives and tyres (for big wheelers) were two commodities that did not see much inflation in 2020-2021. Good news for miners. iea.blob.core.windows.net/assets/f1d724d… https://t.co/ApPU1QQH2C
RT @RobinBrooksIIF: Looking across Latin America, one of the countries we're most worried about as we head into 2022 is Colombia. Unlike Br…
RT @conorsen: Reading the Box. The geography of this labor intensity has shifted from cities, ports, and docks to warehouses and fulfillmen…
Australia dominates global met coal trade, accounting for 54%. iea.blob.core.windows.net/assets/f1d724d… https://t.co/j0TPHfcIXu
What caused the global energy price shock in 2021? Chartbook #51 launched a bit of a debate with @cedric_durand Sign up here: adamtooze.substack.com/p/chartbook-51… @IEA report on coal is instructive as to supply disruptions. iea.blob.core.windows.net/assets/f1d724d… https://t.co/u0lAJgYhHN
RT @oecd_naec: Check out some of our recent talks from the likes of @B_Eichengreen @adam_tooze @ProfSteveKeen @Paschald @MarkJCarney @RanaF…
Already world’s largest exporter of fossil fuels, Russia announced a new energy strategy in 2020 to expand its coal production to 448-530 Mtpa by 2024 and to 485-668 Mtpa by 2035 iea.blob.core.windows.net/assets/f1d724d… https://t.co/TaG5FfKUyp
India’s coal supply crisis is no longer as extreme as at peak in 2021, but half of power stations still have less than adequate stocks. iea.blob.core.windows.net/assets/f1d724d… For more on India and the global energy crisis see Chartbook #51 adamtooze.substack.com/p/chartbook-51… https://t.co/hoQnPKTyMA
In Southeast Asia, Indonesia and Vietnam drive coal consumption and likely expansion in future coal consumption. iea.blob.core.windows.net/assets/f1d724d… https://t.co/uTmhlQWLp2
Really looking forward to reading thisUnwitting Architect: German Primacy and the Origins of Neoliberalism @Julian_Germann Really looking forward to reading this on Germany and the end of Bretton Woods h/t @njtmulder …anford.universitypressscholarship.com/view/10.11126/… https://t.co/OUcj57RI0o
Being able to pull down the 1990s PhD of Joachim Nagel the putative new head of the Bundesbank online was one of those google scores. peterlang.com/document/10683… Checkout Chartbook #62 on the waning influence of the Bundesbank here: adamtooze.substack.com/p/chartbook-62… https://t.co/OYWgABS6ny
RT @evgenymorozov: So, my nice big page in FAS, including a great mention of @cryptosyllabus in the byline https://t.co/wKjWo7CHzx
RT @alanalda: I want to watch this over and over again. Such unhinged delight at seeing the impossible happen. https://t.co/qQU2Tna1rz
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