ADAM TOOZE

@AlanSmithee1987 @scottpsolomon A rather impatient and “directive” interviewer at that ….

@Noahpinion Apparently the @rhodium_group modeling has a scenario in which with low gas prices the switching goes absolutely in the wrong direction after 2025. You take issue with that? rhg.com/research/takin…

“Reason there are currently any climate provisions in Biden's infrastructure package is because of "chattering leftists” the NYT & fellow travelers are telling to pipe down” & be grateful. EXCELLENT reply by @KateAronoff to ridiculous @nytimes editorial newrepublic.com/article/163026… https://t.co/iyyLxfn28N

@BickerinBrattle @yayitsrob @rhodium_group Dont get me wrong. Its huge. But as @rhodium_group says. Comes a point when that substitution begins to tip balance in wrong direction! From 2025 cheap gas -> emissions begin to rise in power sector. rhg.com/research/takin…

US CO2 emissions have been falling since 2005 regardless of Bush/Obama/Trump. Why? Not industry. Not transport. But due to large decline in GHG frm energy generation = swapping coal for gas and now fracked gas. Does not bode well for further acceleration! rhg.com/research/takin… https://t.co/BxCwk4gzV2

Green vortex? @yayitsrob read recent @rhodium_group stock take on CO2 emissions in optimistic terms. Despite Trump US emissions came down. True. But nowhere near enough & basically by swapping fracked gas for coal in power gen. theatlantic.com/science/archiv… rhg.com/research/takin… https://t.co/L5BdisVl7P

RT @georgemagnus1: Herein hangs a tale. Important one too. To show toughness on moral hazard and invite/manage potential instability as go…

First @yayitsrob explains how the oil end game unleashes a perverse logic of cheapening/dumping oil & then declares the carbon tax in the US dead. So how then is Sinn’s green paradox to be managed without a powerful carbon club? en.wikipedia.org/wiki/Green_par… theatlantic.com/author/robinso… https://t.co/OzAviZNmfP

This may be harebrained, but does anyone know of a comparison of the TV work of Adam Curtis and Alexander Kluge? H/t @scottpsolomon https://t.co/McdxfHQrS9

@scottpsolomon @paulacabotlodge Oh that’s funny … It isnt even a spelling mistake. It goes deeper than that … I thought my brain was full of hair!

This may be hairbrained, but does anyone know of a comparison of the TV work of Adam Curtis and Alexander Kluge? dctp.tv https://t.co/HBTOsE0lTj

With EV skateboard platforms to work with are we about to enter a new golden age of coach building in automotive design? autoweek.com/news/trucks/a3… https://t.co/dBr1z1g3TT

Rather stylish Wartburg 353C design study by the GDR design legend Karl Clauss Dietel. In 1965/6 that would have been futuristic! h/t @LiatSpiro stiftung-industrie-alltagskultur.de/projekte/desig… https://t.co/5TceB3eHgi

1962 design study for Wartburg estate by GDR design guru Karl Clauss Dietel. H/t @LiatSpiro stiftung-industrie-alltagskultur.de/projekte/desig… https://t.co/rDbNEXMurx

@LiatSpiro I seem to remember that Ralf actually apprenticed in the Trabi or the Wartburg plant in the final years of the GDR.

@LiatSpiro Total empathize which is why Ristuccia and I were so enthused by these overall surveys of machine-tool use which we found for the 1930s and 1940s. Breaks out of the business history model.

RT @NewStatesman: This week's cover: The Chinese Century. The making of an economic superpower, by @adam_tooze. newstatesman.com/international/… ht…

@postdiscipline @alexdoherty7 @poltheoryother @VersoBooks @tribunemagazine Plus labs are not incidental. They are the techno scientific apparatus through which we manage modernity. There are going to be leaks. Theirs, ours ….

@Rodpac Thank you.

Six Chinese provinces have committed at least $17bn to bailout funds for SOE, as Yongcheng crisis in Henan demonstrated risks to provincial economies. Are the implicit guarantees going to be called? Potentially puts huge pressure on provincial finances! ft.com/content/d75dcb… https://t.co/jklS9zZAHl

2/3 of energy transformed for end use in the US in 2019 was ultimately wasted. Doing something about that would transform the climate equation. A point it is hard to disagree with in this Lance Taylor paper. Or am I misreading this? So staggering! ineteconomics.org/perspectives/b… https://t.co/zNc7vqiH65

Decoupling -> capital inefficiency in chip business -> “There is a beneficiary of that capital inefficiency, and that’s us.” ASML as maker of machines to make chips is in a sweet spot right now. ft.com/content/26cc29… https://t.co/8efVnK3wH2

RT @LiatSpiro: @adam_tooze Also, his work is an exception to the rule of focusing solely on the Rhine-Ruhr. In my case, researching machine…

EU has set the ambitious goal of doubling its share of the global semiconductor market by 2030, and US chipmaker Intel is eager to be part of that effort. But given how much ground EU has to make up, is this a good use of resources? ft.com/content/ec2b67… https://t.co/2jxQcpujhk

Launching IPOs for Chinese mega corps has been great business for Wall Street, but how long can it continue? ft.com/content/90620c… https://t.co/uHoXyoCudj

Driving down Polysilicon costs is what enabled China to transform the solar PV game. That crucially depends on access to ultra cheap coal-generated electricity. This is great from @alexbhturnbull syncretica.substack.com/p/xinjiang-and… https://t.co/n3reJOL23Q

Thucydides trap model for thinking about China v. West stylizes moment of “break” a la 1914 -> complicit with naive liberal convergence model. Fact is that China’s efforts at recovery have been shadowed by violence since 1890s! Long Read for @NewStatesman newstatesman.com/international/… https://t.co/5ce8DOjxpt

"Global investment banks are racing to redirect Chinese groups’ initial public offerings towards HK after new cyber security rules instituted by Beijing halted lucrative tech listings previously heading for NY” Is decoupling actually going to begin now? ft.com/content/90620c… https://t.co/sxhMvxSDx9

Independence from what? Great to see @stefeich essay on the REAL problem of central bank independence for @justmoneyorg featured amongst @FT @FTAlphaville further reading links ft.com/content/d6ed46… Go directly to the paper here: justmoney.org/s-eich-indepen… https://t.co/s4g2CqeQnc

"a ton of polysilicon – the silicon in PV cells – uses 60-70MWh per ton, roughly seven times the energy intensity of aluminum. It is congealed electricity” Really excellent this from @alexbhturnbull syncretica.substack.com/p/xinjiang-and… https://t.co/1bpet2JpqF

Great image: like the cover of one of those classic 1960s/70s sci-fi novels. Spain’s Iberdrola, world’s third largest utility!, is considering hiving off its offshore wind business. ft.com/content/15e065… https://t.co/aCnlzxdta8

I dont share Andreas Malm’s politics, but I really admire his historical creativity, his intellectual energy and his eloquence. This podcast with @alexdoherty7 is really worth a listen. @poltheoryother @VersoBooks @tribunemagazine bring us great stuff. versobooks.com/blogs/4787-pol… https://t.co/Yabij4ueaD

“It’s heavier than a Sherman tank. It’s too small. And it’s as stealthy as a Ford Transit full of spanners.” Im no expert on Britain’s troubled Ajax armored vehicle, but that, you have to admit, is funny! ft.com/content/4d083d… https://t.co/GnX44OCIKa

Business continues to “couple” Sino-US even as "incremental build-up of decoupling rules & regs” continues. Something's got to give. @georgemagnus1 ft.com/content/471fed… Pairs well with my latest in @NewStatesman on China’s struggle for econ development newstatesman.com/international/… https://t.co/RcfSnSSOag

@RobbieShilliam @CJFDillow @AaronBastani @alexdoherty7 Thanks so much for that interview. I learned so much. Brilliant stuff.

@CJFDillow @AaronBastani @RobbieShilliam @alexdoherty7 Oh I wasn’t meaning to suggest doubt. I completely agree. The stuff on Powell was mind-blowing.