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Lachlan Carey @lrcarey.bsky.social · 23h

For those interested, much more in our recent report, including, most importantly, what the US can do about it in the context of upcoming DFC and EXIM reauthorizations

Secure, Competitive, Global - RMI

A playbook for US energy policy and financing to secure supply chains, boost competitiveness, and power global growth with abundant energy.

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Lachlan Carey @lrcarey.bsky.social · 3d

@akshatrathi.bsky.social - for your awareness. Doesn't change the substance of the piece, but obviously not as dramatic a takeaway.

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Lachlan Carey @lrcarey.bsky.social · 3d

Seeing this chart a bunch. As tempting as it is, it pretty dramatically undervalues US oil & gas exports (I think it just looks at crude oil & LNG exports). Here's what I get with UN Comtrade data:

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Reposted by Lachlan Carey

Todd Tucker @toddntucker.com · 27d

New piece from @arnabdatta.bsky.social and @petereharrell.bsky.social goes through the good and bad in the Trump MP Materials deal.

They note it improves on past industrial policy (e.g. Tesla) while not addressing some current challenges.
www.bloomberg.com/news/newslet...

What the Pentagon’s Rare Earths Deal Gets Right and Wrong

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developme...

www.bloomberg.com

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Albert Pinto @70sbachchan.bsky.social · Jul 8

"The material basis of the global production, consumption and information systems are being remade. One doesn’t have to be a Marxist to think that will imply a radical transformation in global politics."
@katemac.bsky.social & I on the new globalization:
phenomenalworld.org/analysis/bri...

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Lachlan Carey @lrcarey.bsky.social · Jun 16

Solar components as well? I thought it was just wind in the text.

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Lachlan Carey @lrcarey.bsky.social · Mar 2

"Even in 2024, the EU was spending more money on Russian oil and gas (€22 billion) than on financial aid to Ukraine (€19 billion)"
👀

Kate Mackenzie @katemac.bsky.social · Mar 1

If you’re wondering how on earth Europe navigates the post-transatlantic era of defense spending, self imposed fiscal restraint, energy vulnerability and climate goals… so are @70sbachchan.bsky.social and I www.phenomenalworld.org/analysis/eur...

Europe Enters Its Metal Era | Kate Mackenzie & Tim Sahay

What kind of Europe survives a fractured transatlantic military alliance?

www.phenomenalworld.org

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Lachlan Carey @lrcarey.bsky.social · Feb 5

Worth a read. Terrifying that it might be true.
marginalrevolution.com/marginalrevo...

Trumpian policy as cultural policy - Marginal REVOLUTION

The Trump administration has issued a blizzard of Executive Orders, and set many other potential changes in the works. They might rename Dulles Airport (can you guess to what?). A bill has been intr...

marginalrevolution.com

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Kate Mackenzie @katemac.bsky.social · Feb 1

Not saying this is comforting, but here’s our look at what other world powers might & could do, while the US is a source of chaos and volatility. www.phenomenalworld.org/analysis/pol...
www.phenomenalworld.org/analysis/pol...

Polycrisis 2025 | Kate Mackenzie & Tim Sahay

Diplomacy, finance, and extraction in the year ahead

www.phenomenalworld.org

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Chris Hayes @chrislhayes.bsky.social · Feb 2

The most surreal and maddening feature of the campaign was that everyone agreed that high prices were the main issue but the guy explicitly, consistently running on a platform of raising everyone’s prices won voters most concerned about high prices.

We hammered this time and time again and yet.

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Jessica Lovering @lovering.bsky.social · Jan 23

I will never stop saying this: Biden should have given this as the reason for halting permits for new LNG export terminals. Everyone knew it would raise domestic prices, even with the ports already in the works.

Jonathan Buonocore @jjbuonocore.bsky.social · Jan 23

Well this is rough news from EIA. Natural gas prices may close to double over the next couple years as we start exporting LNG? Who knew? Who possibly could've predicted this? Did we make our own "national energy emergency"? 🔌💡

www.eia.gov/todayinenerg...

EIA expects higher wholesale U.S. natural gas prices as demand increases - U.S. Energy Information Administration (EIA)

www.eia.gov

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Brent Cebul @brentcebul.bsky.social · Jan 15

www.nybooks.com/online/2025/...

In the @nybooks.com I offer historical perspectives on the political failure of Bidenomics: a massive program built thru business and nonprofit welfarism. Market-making, as I call it, has its place, but it must be embedded within more direct social benefits.

Bidenomics: Farewell to an Idea? | Brent Cebul

As the Democratic Party reckons with another loss to Donald Trump, no issue looms larger than its continued hemorrhaging of working-class voters. It’s not

www.nybooks.com

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Lachlan Carey @lrcarey.bsky.social · Jan 18

Any electoral arguments always felt to me like post-hoc justifications of a political strategy that offered corporate largess in exchange for policy stability, and a geopolitical strategy that countered China through green investments

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Lachlan Carey @lrcarey.bsky.social · Jan 18

Great piece. Personally, I think the political arguments for Bidenomics are misguided. The success of this approach will be determined by a) whether much of it survives Trump politically, b) meaningfully re-industrializes strategic industries and c) cuts carbon. Nowhere in there is "win elections."

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Arnab Datta @arnabdatta.bsky.social · Dec 8

Climate advocates might feel hopeless with Pres-elect Trump returning to the WH.

They shouldn’t.

I wrote about how to make progress for NYT

1. Focus on innovation and industrial strategy
2. Be pragmatic about fossil fuels
3. Expand the interests that gain from decarbonization

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Reposted by Lachlan Carey

John D. Wilson @wilson-energy.bsky.social · Dec 5

US power demand now projected to grow by 128 GW by 2029!

Last year, Grid Strategies broke the news that utilities and system operators had doubled their forecasts for electric demand growth from 2022 – a sudden jump driven by data centers and industrial load, among other factors.🧵 1/4
🔌💡

Map showing six regions with highest load growth: ERCOT (Texas), PJM (Northern Virginia), Georgia Power, MISO, Pacific Northwest and SPP

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Lachlan Carey @lrcarey.bsky.social · Dec 4

Hey @bsky.app , all these great posts and no bookmark button to save them for later?

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Colin McKerracher @colinmckerracher.bsky.social · Nov 27

Norway's road transport energy use is now highlighting a really important effect: primary energy consumption falling even while people travel more.

Why? Because electrification is energy efficiency.

Chart by @robbieandrew.bsky.social

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Lachlan Carey @lrcarey.bsky.social · Nov 22

Chart of the Day.
Fun fact - New York City has a bigger GDP than the state of New York.

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Brendon Slotterback @bslotterback.bsky.social · Nov 21

A more than doubling during the Biden Administration 🔌💡

Charlotte McClintock @cmcclintock.bsky.social · Nov 21

In Q3, clean investment made up 5% of total US investment in private structures, equipment, and durable consumer goods.

graph of clean investment as a % of total US private investment, with clean investment at 5% up from 1.4% in 2018.

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Lachlan Carey @lrcarey.bsky.social · Nov 21

datawrapper.dwcdn.net/seUKi/1/

SAF, carbon management, and the EV supply chain have been the big winners since the passage of the Inflation Reduction Act (IRA)

Growth in cumulative investment since 2018, indexed to Q2-2022. (2022-Q2=100)

datawrapper.dwcdn.net

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Lachlan Carey @lrcarey.bsky.social · Nov 21

Chart of the Day:
New Clean Investment Monitor data is out, so time to update the IRA growth chart. SAF and carbon management are now so far off the chart it's starting to look silly. EV supply chain manufacturing, solar, and hydrogen continue to grow rapidly, as do EV sales and storage deployment.

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Lachlan Carey @lrcarey.bsky.social · Nov 20

Chart of the Day:
The number of federal government employees has increased by 6% since 1970, while federal government spending has increased by over 3,000%.

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Lachlan Carey @lrcarey.bsky.social · Nov 19

www.iea.org/reports/ener...

Energy Technology Perspectives 2024 – Analysis - IEA

Energy Technology Perspectives 2024 - Analysis and key findings. A report by the International Energy Agency.

www.iea.org

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Lachlan Carey @lrcarey.bsky.social · Nov 19

Well this jumped out at me:
"the value of China’s clean technology exports is set to exceed USD 340 billion in 2035, based on today’s policy settings. This is roughly equivalent to the projected oil export revenue of both Saudi Arabia and the United Arab Emirates combined in 2024."
-IEA ETP, 2024

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