Liam Denning
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liamdenning.bsky.social
Liam Denning
@liamdenning.bsky.social
Writing about the transformation of energy systems and the automotive industry for Bloomberg Opinion. Also: The Arctic. Opinions are my own.
Ford reported by @bloomberg.com to have talked to Trump admin about JV to make Chinese cars here in the US

As I was saying …
@opinion.bloomberg.com

www.bloomberg.com/opinion/arti...
Chinese Cars Are Coming to the US — Like It or Not
In a world being conquered by China’s auto companies, one redoubt stands out: The US. It deters Chinese companies with sky-high tariffs and a ban on auto software systems developed or controlled by th...
www.bloomberg.com
February 14, 2026 at 1:56 PM
Reposted by Liam Denning
Tesla lacks ammo in its battle for AI supremacy:
- Lowest margins in the Mag 7
- Only Mag 7 stock whose EPS fell
- $20B capex budget > cash from ops...
-... but only 1/9th Alphabet's budget
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
February 13, 2026 at 3:22 PM
Tesla lacks ammo in its battle for AI supremacy:
- Lowest margins in the Mag 7
- Only Mag 7 stock whose EPS fell
- $20B capex budget > cash from ops...
-... but only 1/9th Alphabet's budget
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
February 13, 2026 at 3:22 PM
Reposted by Liam Denning
Tesla’s AI pivot reminds us why it’s the odd one out in the Magnificent 7
@opinion.bloomberg.com

www.bloomberg.com/opinion/arti...
February 13, 2026 at 12:37 PM
Reposted by Liam Denning
There’s something lacking in Musk’s plans to conquer AI with Tesla, SpaceX and xAI: cash flow
@opinion.bloomberg.com

www.bloomberg.com/opinion/arti...
February 13, 2026 at 1:21 PM
There’s something lacking in Musk’s plans to conquer AI with Tesla, SpaceX and xAI: cash flow
@opinion.bloomberg.com

www.bloomberg.com/opinion/arti...
February 13, 2026 at 1:21 PM
Tesla’s AI pivot reminds us why it’s the odd one out in the Magnificent 7
@opinion.bloomberg.com

www.bloomberg.com/opinion/arti...
February 13, 2026 at 12:37 PM
Reposted by Liam Denning
HASSAN: You said you don't want to comment on these ongoing investigations because you don't want to bias them. So did Noem and Stephen Miller bias the investigation when they called Pretti a domestic terrorist?

LYONS: I don't want to comment. That's their comments

H: That doesn't make any sense
February 12, 2026 at 5:22 PM
Reposted by Liam Denning
Kushner “is now running an investment fund, Affinity Partners, which has drawn billion-dollar investments from the Arab monarchies, and has pursued potential projects around the world.”
News: The top-secret whistleblower complaint against Tulsi Gabbard is related to a conversation intercepted last spring in which two foreign nationals discussed Jared Kushner, according to U.S. officials familiar with the matter. www.wsj.com/politics/nat...
Gabbard Whistleblower Complaint Based on Intercepted Conversation About Jared Kushner
The substance of the conversation, which covered in part issues related to Iran, isn’t known.
www.wsj.com
February 12, 2026 at 9:23 PM
Having tried every other way to finesse the stark truth that CO2 emissions from burning fossil fuels stoke climate change, Republicans and their donors have reverted back to simply denying there’s a problem.
February 12, 2026 at 9:14 PM
Reposted by Liam Denning
Trump forcing DoD to use taxpayer $$ to buy coal power merely reinforces a longstanding truth: The one energy source that can't handle 'all of the above' is coal
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
The Pentagon’s Coal Contract Will Be Just Another Bailout
When politicians struggle to explain some action, they often reach for the catch-all of “national security.” The Trump administration has now taken this a step further in its ongoing campaign to reviv...
www.bloomberg.com
February 12, 2026 at 1:03 PM
Reposted by Liam Denning
Despite coal's Very Special Boy Donald Trump getting what @liamdenning.bsky.social calls a Burger King Crown for being the “Undisputed Champion of Beautiful, Clean Coal," Trump has overseen more coal retirements than any other president, notes @carbonbrief.org

www.carbonbrief.org/analysis-tru...
February 12, 2026 at 3:12 PM
Reposted by Liam Denning
CNBC: Do you think DHS needs to be reformed?

REP. JASON SMITH: All areas of govt can be looked at.

CNBC: There are 2 people dead because of DHS.

SMITH: Those 2 individuals are still under investigation so we can't comment or determine in fact what happened there, whether it was appropriate or not
February 12, 2026 at 1:21 PM
Trump forcing DoD to use taxpayer $$ to buy coal power merely reinforces a longstanding truth: The one energy source that can't handle 'all of the above' is coal
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
The Pentagon’s Coal Contract Will Be Just Another Bailout
When politicians struggle to explain some action, they often reach for the catch-all of “national security.” The Trump administration has now taken this a step further in its ongoing campaign to reviv...
www.bloomberg.com
February 12, 2026 at 1:03 PM
Trump’s EO means the Pentagon will be all-in on coal power. Meanwhile, in the real world, a brand new US aluminum smelter has other ideas
@opinion.bloomberg.com

www.bloomberg.com/opinion/arti...
The Pentagon’s Coal Contract Will Be Just Another Bailout
When politicians struggle to explain some action, they often reach for the catch-all of “national security.” The Trump administration has now taken this a step further in its ongoing campaign to reviv...
www.bloomberg.com
February 12, 2026 at 12:27 PM
Reposted by Liam Denning
Jim Ratcliffe: Too many people are a drain on the state.

Also tax-exile Jim Ratcliffe:
February 11, 2026 at 11:29 PM
Reposted by Liam Denning

"This is Mia, 7 years old -- 'I don't want to be in this place. I want to be in my school'" -- Walkinshaw confronts Lyons with letters written by kids being detained by ICE
February 10, 2026 at 6:05 PM
Reposted by Liam Denning
"A modern-day concentration camp ... People have been killed by the staff here." Irish citizen Seamus Culleton has been in ICE detention since September, despite having a valid work permit and his own business in the US.
February 10, 2026 at 10:09 AM
A reminder for President Trump and his ever less credible 'Energy' Sec. Chris Wright as to why subsidizing 19th century coal tech to power 21st century AI is utterly ridiculous
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Coal-Powered AI Robots Are a Dirty Fantasy
Trump has a vision of 21st century robots running on a power technology that hasn’t been cutting-edge since the days of Thomas Edison.
www.bloomberg.com
February 10, 2026 at 2:57 PM
Reposted by Liam Denning
New: Binance holds 87% of the Trump family's stablecoin—$4.7 billion—a higher concentration than any other major stablecoin has at any single exchange.

Its U.S. affiliate holds $1,119.

me, for @forbes.com
Trump's Stablecoin USD1: Binance Holds 87% After Founder's Pardon
World Liberty Financial's founding document describes the company as "pioneering a new era of Decentralized Finance." Its flagship stablecoin is anything but.
www.forbes.com
February 9, 2026 at 7:48 PM