@joelcawley.bsky.social
Retired IBM VP Corporate Strategy. Now writing & consulting on politics, economics and business. Author of The Fifth Paradigm.
Reposted
US drillers cut oil rigs to lowest in four years, Baker Hughes says reut.rs/3MnXPHg
US drillers cut oil rigs to lowest in four years, Baker Hughes says
U.S. energy firms this week cut the number of oil and natural gas rigs operating for the first time in four weeks, with oil rigs dropping to a four-year low, energy services firm Baker Hughes said in its closely followed report on Wednesday.
reut.rs
November 27, 2025 at 12:40 AM
US drillers cut oil rigs to lowest in four years, Baker Hughes says reut.rs/3MnXPHg
If you want to understand why the US is losing almost all the major competitive battles with China for 21st century business & technology leadership, this article offers a case study.
www.carscoops.com/2025/11/indu...
www.carscoops.com/2025/11/indu...
The EV Battery Bubble Might Be About To Burst | Carscoops
Major projects in battery production and huge investments are in danger due to the slowing EV demand
www.carscoops.com
November 25, 2025 at 3:31 PM
If you want to understand why the US is losing almost all the major competitive battles with China for 21st century business & technology leadership, this article offers a case study.
www.carscoops.com/2025/11/indu...
www.carscoops.com/2025/11/indu...
Not over the finish line yet, but solid progress. Note the govt enabled coordination aimed at ensuring the entire Chinese battery sector sees gains.
electrek.co/2025/11/24/a...
electrek.co/2025/11/24/a...
All-solid-state EV batteries hit a huge milestone in China, promising to double range
China’s first all-solid-state production line is up and running. With the equipment in place, GAC Group becomes the first automaker...
electrek.co
November 25, 2025 at 12:38 AM
Not over the finish line yet, but solid progress. Note the govt enabled coordination aimed at ensuring the entire Chinese battery sector sees gains.
electrek.co/2025/11/24/a...
electrek.co/2025/11/24/a...
Reposted
US MANUFACTURING RECESSION: The ISM Manufacturing Index fell to 48.7 in October, marking the 8th STRAIGHT month of contraction. The US manufacturing sector has been in recession for 34 of the last 36 months.
November 21, 2025 at 1:33 PM
US MANUFACTURING RECESSION: The ISM Manufacturing Index fell to 48.7 in October, marking the 8th STRAIGHT month of contraction. The US manufacturing sector has been in recession for 34 of the last 36 months.
Reposted
I’m really surprised this isn’t bigger news. Just under 10 million people live in Tehran. Where can they go? Where else in Iran will have enough water? This will undoubtedly strain the country’s and the region’s politics, finances and governance capacity.
'Iran’s capital must be moved because the country “no longer has a choice,” President Masoud Pezeshkian said on Thursday in remarks carried by state media, warning that severe ecological strain has made Tehran impossible to sustain'
#Iran 🇮🇷
#Iran 🇮🇷
Iran president says capital move now a necessity as water crisis deepens
Iran’s capital must be moved because the country “no longer has a choice,” President Masoud Pezeshkian said on Thursday in remarks carried by state media, warning that severe ecological strain has mad...
www.iranintl.com
November 21, 2025 at 8:13 PM
I’m really surprised this isn’t bigger news. Just under 10 million people live in Tehran. Where can they go? Where else in Iran will have enough water? This will undoubtedly strain the country’s and the region’s politics, finances and governance capacity.
Reposted
I want to take a moment to thank the entire Elias Law Group team who worked on the Texas redistricting case as well as our fearless clients. The thirteen Black and Latino voters we represented stood up to challenge Texas's unprecedented mid-decade redistricting. We all ow them a debt of gratitude.
November 18, 2025 at 8:11 PM
I want to take a moment to thank the entire Elias Law Group team who worked on the Texas redistricting case as well as our fearless clients. The thirteen Black and Latino voters we represented stood up to challenge Texas's unprecedented mid-decade redistricting. We all ow them a debt of gratitude.
Reposted
Early-gen #EV owners — Leaf & Tesla Model S (Gen 1 = 2011–2016) — skew the EV conversation. Those cars had small packs, weak cooling and higher degradation. Modern EVs don’t share those failure modes. Battery replacements have plunged 8.5% → 2% → 0.3%. Different tech, different era. Stop comparing.
The Facts Are In: You Shouldn't Worry About EV Battery Replacements
New research shows that it's extremely uncommon to have to replace a modern electric car's battery.
insideevs.com
November 18, 2025 at 6:49 PM
Early-gen #EV owners — Leaf & Tesla Model S (Gen 1 = 2011–2016) — skew the EV conversation. Those cars had small packs, weak cooling and higher degradation. Modern EVs don’t share those failure modes. Battery replacements have plunged 8.5% → 2% → 0.3%. Different tech, different era. Stop comparing.
Reposted
New research shows that it's extremely uncommon to have to replace a modern electric car's battery.
insideevs.com/news/779210/...
insideevs.com/news/779210/...
The Facts Are In: You Shouldn't Worry About EV Battery Replacements
New research shows that it's extremely uncommon to have to replace a modern electric car's battery.
insideevs.com
November 18, 2025 at 6:18 PM
New research shows that it's extremely uncommon to have to replace a modern electric car's battery.
insideevs.com/news/779210/...
insideevs.com/news/779210/...
Lovely day for a walk along the river here in Bend, Oregon. This is just below Dillon Falls.
November 15, 2025 at 11:36 PM
Lovely day for a walk along the river here in Bend, Oregon. This is just below Dillon Falls.
Reposted
To be very clear, Virginia Giuffre was made to say she mistakenly identified Alan Dershowitz as one of the people who sexually abused her. Here is the proof from this week's Epstein files dropped by the House Oversight Committee.
November 14, 2025 at 4:53 AM
To be very clear, Virginia Giuffre was made to say she mistakenly identified Alan Dershowitz as one of the people who sexually abused her. Here is the proof from this week's Epstein files dropped by the House Oversight Committee.
MAGAts will accept any absurdity if it brings permission for them to commit atrocities.
November 9, 2025 at 9:50 PM
MAGAts will accept any absurdity if it brings permission for them to commit atrocities.
It’s rare for The Hill to have anything useful to say, but this short article is pretty good. It still underestimates the scope of China’s investments and capabilities but at least it’s starting to think more accurately.
thehill.com/opinion/tech...
thehill.com/opinion/tech...
thehill.com
November 5, 2025 at 9:40 PM
It’s rare for The Hill to have anything useful to say, but this short article is pretty good. It still underestimates the scope of China’s investments and capabilities but at least it’s starting to think more accurately.
thehill.com/opinion/tech...
thehill.com/opinion/tech...
Racism and rigid ideological beliefs create enormous obstacles to understanding the modern world. Incessant misinformation from the fossil fuel industry, both political parties and most pundits add to the problem. Our elites are responding by fleeing to their bunkers.
insideevs.com/features/778...
insideevs.com/features/778...
Western Journalists Still Don’t Understand BYD
There's a reason people all across Western Europe are buying cars like the BYD Seal. They're really good, and in certain ways better than local cars.
insideevs.com
November 5, 2025 at 7:50 PM
Racism and rigid ideological beliefs create enormous obstacles to understanding the modern world. Incessant misinformation from the fossil fuel industry, both political parties and most pundits add to the problem. Our elites are responding by fleeing to their bunkers.
insideevs.com/features/778...
insideevs.com/features/778...
Reposted
This is an excellent idea!!!
November 3, 2025 at 7:44 PM
This is an excellent idea!!!
Low marginal cost energy businesses are admittedly contagious. Once they emerge in one community every neighbor longs for the same efficiencies.
However, not sure energy efficiency should be considered a “disease” but with this crowd anything good is considered bad.
www.yahoo.com/news/article...
However, not sure energy efficiency should be considered a “disease” but with this crowd anything good is considered bad.
www.yahoo.com/news/article...
Kennedy directs CDC to study alleged harms of offshore wind farms, Bloomberg News reports
(Reuters) -U.S. Health Secretary Robert F.
www.yahoo.com
October 28, 2025 at 11:08 PM
Low marginal cost energy businesses are admittedly contagious. Once they emerge in one community every neighbor longs for the same efficiencies.
However, not sure energy efficiency should be considered a “disease” but with this crowd anything good is considered bad.
www.yahoo.com/news/article...
However, not sure energy efficiency should be considered a “disease” but with this crowd anything good is considered bad.
www.yahoo.com/news/article...
1) US Buggy whip maker declares their new automobiles to be a failure and abandons the technology.
2) China surges ahead establishing new leadership benchmarks in automotive capabilities and costs.
3) US buggy whips protected by tariffs.
4) Profit! For awhile…
247wallst.com/investing/20...
2) China surges ahead establishing new leadership benchmarks in automotive capabilities and costs.
3) US buggy whips protected by tariffs.
4) Profit! For awhile…
247wallst.com/investing/20...
Ford to End Production of Failed F-150 Lightning
Though Ford posted strong numbers for the third quarter, it also said it would stop producing the F-150 Lightning.
247wallst.com
October 24, 2025 at 5:20 PM
1) US Buggy whip maker declares their new automobiles to be a failure and abandons the technology.
2) China surges ahead establishing new leadership benchmarks in automotive capabilities and costs.
3) US buggy whips protected by tariffs.
4) Profit! For awhile…
247wallst.com/investing/20...
2) China surges ahead establishing new leadership benchmarks in automotive capabilities and costs.
3) US buggy whips protected by tariffs.
4) Profit! For awhile…
247wallst.com/investing/20...
In the field of business strategy we distinguish between “value creation,” which is the fundamental driver of economic health, and “value capture,” which is driven by structure & power.
This is the latest stage of academy’s shift from creating value to just capturing value.
Deeply destructive.
This is the latest stage of academy’s shift from creating value to just capturing value.
Deeply destructive.
Wow. Harvard nuking its PhD programs
- Science PhD admissions reduced by more than 75%
- Arts & Humanities reduced by about 60%
- Social Sciences by 50–70%
- History by 60%
- Biology by 75%
- The German department will lose all PhD seats
- Sociology from six PhD students to zero
- Science PhD admissions reduced by more than 75%
- Arts & Humanities reduced by about 60%
- Social Sciences by 50–70%
- History by 60%
- Biology by 75%
- The German department will lose all PhD seats
- Sociology from six PhD students to zero
Harvard FAS Cuts Ph.D. Seats By More Than Half Across Next Two Admissions Cycles | News | The Harvard Crimson
The Faculty of Arts and Sciences slashed the number of Ph.D. student admissions slots for the Science division by more than 75 percent and for the Arts & Humanities division by about 60 percent for th...
www.thecrimson.com
October 21, 2025 at 6:55 PM
In the field of business strategy we distinguish between “value creation,” which is the fundamental driver of economic health, and “value capture,” which is driven by structure & power.
This is the latest stage of academy’s shift from creating value to just capturing value.
Deeply destructive.
This is the latest stage of academy’s shift from creating value to just capturing value.
Deeply destructive.
I’ve been a long time heavy user of YouTube. However, I’m not on a premium plan which means I’m subjected to their advertising algorithm. While watching an hour long educational video it began forcing 2 15 sec ads every 15 seconds.
I’ve stopped completely.
www.hollywoodreporter.com/business/dig...
I’ve stopped completely.
www.hollywoodreporter.com/business/dig...
YouTube Just Ate TV. It’s Only Getting Started
In two decades, the app has grown from a user-generated circus into the most powerful platform on earth. CEO Neal Mohan on his $100 billion vision for YouTube’s future and the disruption it’s left in ...
www.hollywoodreporter.com
October 20, 2025 at 5:00 PM
I’ve been a long time heavy user of YouTube. However, I’m not on a premium plan which means I’m subjected to their advertising algorithm. While watching an hour long educational video it began forcing 2 15 sec ads every 15 seconds.
I’ve stopped completely.
www.hollywoodreporter.com/business/dig...
I’ve stopped completely.
www.hollywoodreporter.com/business/dig...
Reposted
Reposted
“I think the federal basic income program could be a nation-building program.”
We've seen study after study showing universal basic income works -- cheaper, more effective than current income programs. Doesn't disincentivize people from working. Reduces crime. Improves health. UBI now.
We've seen study after study showing universal basic income works -- cheaper, more effective than current income programs. Doesn't disincentivize people from working. Reduces crime. Improves health. UBI now.
Ireland is locking down basic income for artists. Could Canada follow suit? | CBC Radio
Ireland has made permanent its three-year pilot program that gave monthly income payments to thousands of artists. Canadian artists are hoping to use that program's success to build momentum for guara...
www.cbc.ca
October 15, 2025 at 11:58 AM
“I think the federal basic income program could be a nation-building program.”
We've seen study after study showing universal basic income works -- cheaper, more effective than current income programs. Doesn't disincentivize people from working. Reduces crime. Improves health. UBI now.
We've seen study after study showing universal basic income works -- cheaper, more effective than current income programs. Doesn't disincentivize people from working. Reduces crime. Improves health. UBI now.
Reposted
after millions of views and shares of my Portland Frog art. (thank you all🙏🏾) I got requests to highlight priests, and chickens, and Chicagoans, and T-Rexes, and more… all of us who refuse to bend the knee. so this is for US.
𝚂𝚝𝚊𝚗𝚍 𝚃𝚊𝚕𝚕.
𝚆𝚎 𝚆𝚒𝚕𝚕 𝚆𝚒𝚗.
𝚂𝚝𝚊𝚗𝚍 𝚃𝚊𝚕𝚕.
𝚆𝚎 𝚆𝚒𝚕𝚕 𝚆𝚒𝚗.
October 10, 2025 at 9:11 PM
after millions of views and shares of my Portland Frog art. (thank you all🙏🏾) I got requests to highlight priests, and chickens, and Chicagoans, and T-Rexes, and more… all of us who refuse to bend the knee. so this is for US.
𝚂𝚝𝚊𝚗𝚍 𝚃𝚊𝚕𝚕.
𝚆𝚎 𝚆𝚒𝚕𝚕 𝚆𝚒𝚗.
𝚂𝚝𝚊𝚗𝚍 𝚃𝚊𝚕𝚕.
𝚆𝚎 𝚆𝚒𝚕𝚕 𝚆𝚒𝚗.
Reposted
This is important.
Today my @nytimes.com colleagues and I are launching a new series called Lost Science. We interview US scientists who can no longer discover something new about our world, thanks to this year‘s cuts. Here is my first interview with a scientist who studied bees and fires. Gift link: nyti.ms/3IWXbiE
nyti.ms
October 9, 2025 at 2:52 AM
This is important.
Reposted
Combustion is the past, electricity is the future, pass it on.
October 9, 2025 at 1:27 AM
Combustion is the past, electricity is the future, pass it on.
Agree. Has the added benefit that Trump’s pardon power doesn’t include violations of state laws.
Serious question: What's stopping the State of Illinois from arresting Stephen Miller & charging him with incitement?
The Senate didn't confirm him. He's just a guy.
At some point, the states MUST use their authority to prosecute, because the federal government certainly will not.
The Senate didn't confirm him. He's just a guy.
At some point, the states MUST use their authority to prosecute, because the federal government certainly will not.
October 6, 2025 at 4:17 PM
Agree. Has the added benefit that Trump’s pardon power doesn’t include violations of state laws.
The reason the US is failing at both EVs and renewables, both of which are defining 21st century technologies, can be found in every sentence in this article. However, it’s none of the reasons being offered in the article. It’s what lies behind those… excuses.
www.bbc.com/news/article...
www.bbc.com/news/article...
How the US got left behind in the global electric car race
Despite a recent surge in demand, the US is a laggard in EV sales compared to much of the rest of the world.
www.bbc.com
October 5, 2025 at 2:20 PM
The reason the US is failing at both EVs and renewables, both of which are defining 21st century technologies, can be found in every sentence in this article. However, it’s none of the reasons being offered in the article. It’s what lies behind those… excuses.
www.bbc.com/news/article...
www.bbc.com/news/article...