Sam Stephenson
@samdstephenson.bsky.social
69 followers 81 following 22 posts
Critical materials, energy transition, disruption & geo-politics researcher at the University of Cambridge.
Posts Media Videos Starter Packs
Reposted by Sam Stephenson
70sbachchan.bsky.social
11/ "The transition will happen with or without US participation. By withdrawing from these industries and blocking allies from Chinese partnerships, America risks becoming a bystander to the biggest economic transformation of our time."
Great thread on our report: bsky.app/profile/jona...
jonasnahm.com
9/ The US is ceding the industries of the future to China while asking allies to do the same. Meanwhile, developing countries - representing most of global energy demand growth - are getting the manufacturing capacity they need from China instead.
Reposted by Sam Stephenson
70sbachchan.bsky.social
the amount of Chinese investment in green manufacturing plants around the developing world is mind boggling.
www.netzeropolicylab.com/china-green-...
samdstephenson.bsky.social
We're hosting our first Critical Minerals Research Showcase in a few weeks in Cambridge to highlight our latest research on CM demand, supply chains, policy and risk
Come join us in person if you're in town or check us out online!
Details below!
@ccgprogramme.bsky.social
@cam.ac.uk @eng.cam.ac.uk
Reposted by Sam Stephenson
fgenovese.bsky.social
Good article this. Lots of astute observations and smart snapshots.

Interesting to ponder the role that Europe may play in the new energy-themed geopolitical clash between USA and China. Big Cold War vibes.

But I am a bit skeptical of the narrative the article builds around Europe’s position…

1/5
The Coming Ecological Cold War
Decarbonization isn’t just about technology and markets—it’s a geopolitical revolution.
foreignpolicy.com
Reposted by Sam Stephenson
wanderfound.bsky.social
There are two basic facts that are essential to understanding global climate policy:

1) The preferred geopolitical weapon of the modern US empire has been the imposition of energy starvation.

2) The primary strategic vulnerability of China is that they are reliant upon energy imports.
techwontsave.us
China is making massive investments in electrification to reduce its dependence on fossil fuels and the US dollar.

@katemac.bsky.social and @70sbachchan.bsky.social join @parismarx.com to discuss the geopolitics and how other countries are getting on board.

Full ep: techwontsave.us/episode/291_...
samdstephenson.bsky.social
Happening today! 2pm!
samdstephenson.bsky.social
Excited to announce my research group is launching a new monthly webinar series, 'Critical Conversations'!
In our first session @saleemali.bsky.social kickstarts the conversation discussing the importance of equity when thinking about resource extraction
Register to join here: shorturl.at/HC46U
Reposted by Sam Stephenson
samdstephenson.bsky.social
I spend a lot of time thinking about what the future will look like, so it was amazing to sit down with up & coming students to discuss exactly that with the people who will make it. We touched on what it means study climate policy and how to keep fighting for action in the current climate
cityatlas.bsky.social
Our latest interview is an anchor point for reality, and is also a way to leapfrog the gap in education on climate. 3 students spend an hour asking pointed questions to @samdstephenson.bsky.social.
As a newly minted PhD, Sam now works on climate policy in the UK...
podcasts.apple.com/us/podcast/s...
Sam Stephenson: the goal of a Cambridge PhD
Podcast Episode · Bridging the Carbon Gap · 08/12/2025 · 1h 8m
podcasts.apple.com
samdstephenson.bsky.social
Excited to announce my research group is launching a new monthly webinar series, 'Critical Conversations'!
In our first session @saleemali.bsky.social kickstarts the conversation discussing the importance of equity when thinking about resource extraction
Register to join here: shorturl.at/HC46U
samdstephenson.bsky.social
I spend a lot of time thinking about what the future will look like, so it was amazing to sit down with up & coming students to discuss exactly that with the people who will make it. We touched on what it means study climate policy and how to keep fighting for action in the current climate
cityatlas.bsky.social
Our latest interview is an anchor point for reality, and is also a way to leapfrog the gap in education on climate. 3 students spend an hour asking pointed questions to @samdstephenson.bsky.social.
As a newly minted PhD, Sam now works on climate policy in the UK...
podcasts.apple.com/us/podcast/s...
Sam Stephenson: the goal of a Cambridge PhD
Podcast Episode · Bridging the Carbon Gap · 08/12/2025 · 1h 8m
podcasts.apple.com
Reposted by Sam Stephenson
cityatlas.bsky.social
Our latest interview is an anchor point for reality, and is also a way to leapfrog the gap in education on climate. 3 students spend an hour asking pointed questions to @samdstephenson.bsky.social.
As a newly minted PhD, Sam now works on climate policy in the UK...
podcasts.apple.com/us/podcast/s...
Sam Stephenson: the goal of a Cambridge PhD
Podcast Episode · Bridging the Carbon Gap · 08/12/2025 · 1h 8m
podcasts.apple.com
samdstephenson.bsky.social
PS you can think the CCP are an awful, oppressive, authoritarian party and still think this is a crazy take.
Particularly in light of the world that US, oil based hegemony has produced
Reposted by Sam Stephenson
stephenjudkins.bsky.social
I share a deep anxiety about Chinese global hegemony–the CPC are frightening and oppressive authoritarians–but I simply don't see Chinese renewable energy production offering anywhere close to the global stranglehold swing oil producers have over the world now
70sbachchan.bsky.social
Shor's surely one of the load-bearing posts of our times
(from the leading democratic party pollster consultant)

An effective counter from @adamtooze.bsky.social
How China's powerslide is driving the global green electricity transition. adamtooze.substack.com/p/chartbook-...
samdstephenson.bsky.social
Genuinely such a mind blowing take from a member of a party which claims to care about ordinary people (on a global scale)
70sbachchan.bsky.social
Shor's surely one of the load-bearing posts of our times
(from the leading democratic party pollster consultant)

An effective counter from @adamtooze.bsky.social
How China's powerslide is driving the global green electricity transition. adamtooze.substack.com/p/chartbook-...
Reposted by Sam Stephenson
70sbachchan.bsky.social
Geopolitical uncertaitny --> Hi Fossil fuel prices --> more countries breaking free of expensive hydrocarbons & dollar dependence

It'll all be very rapid in 2020s as local energy production machines (solar PV+Batteries+EVs) are getting cheaper and better thanks to China. bsky.app/profile/kate...
Reposted by Sam Stephenson
samdstephenson.bsky.social
It’s been amazing to be in Singapore at #ISIE2025 conference presenting new research linking together ongoing work on net zero pathways and critical minerals. Concerns over economic and energy resilience offer new arguments for government action to reduce energy demand to help meet net zero goals
samdstephenson.bsky.social
It’s been amazing to be in Singapore at #ISIE2025 conference presenting new research linking together ongoing work on net zero pathways and critical minerals. Concerns over economic and energy resilience offer new arguments for government action to reduce energy demand to help meet net zero goals
samdstephenson.bsky.social
Great to be at the #csapconference2025 today speaking on the panel about the role of critical minerals for decarbonisation. Attempting to bridge the gap between understanding UK demand and mineral extraction in the global south
Reposted by Sam Stephenson
busbyj2.bsky.social
If we are going to build an argument for climate realism that is premised on the fact that other countries' emissions will matter more than the United States going forward, we need to have a theory of change for how they will decarbonize.
Reposted by Sam Stephenson
laurimyllyvirta.bsky.social
NEW from me: China's CO2 emissions fell ~1.6% in the first quarter and have now been flat or down for more than a year. This is the first time on record that emissions are falling due to clean energy growth, not slow power demand.
carbonbrief.org
NEW – Analysis: Clean energy just put China’s CO2 emissions into reverse for first time | @laurimyllyvirta.bsky.social

Read here: buff.ly/6eAcjRU
Line chart – China's CO2 emissions are now 1% below their March 2024 peak: China’s emissions from fossil fuels and cement, million tonnes of CO2, rolling 12-month totals. Source: Emissions are estimated from National Bureau of Statistics data on production of different fuels and cement, China Customs data on imports and exports and WIND Information data on changes in inventories, applying emissions factors from China’s latest national greenhouse gas emissions inventory and annual emissions factors per tonne of cement production until 2024. Sector breakdown of coal consumption is estimated using coal consumption data from WIND Information and electricity data from the National Energy Administration.
Reposted by Sam Stephenson
horadam.bsky.social
You'll be shocked to learn a Cato guy does not understand how supply chains work.

"Market mechanisms undermined China’s attempt at resource leverage...By 2014 China’s market share of rare earths had fallen from more than 90% to ~70%."

(They’re still processing 90%.)

🔌💡
www.wsj.com/opinion/chin...
Opinion | China’s Rare Earths Aren’t as Rare as You Think
When the country tried to choke off supply of the metals before, the world found ways to adapt.
www.wsj.com
samdstephenson.bsky.social
Great to see this report I helped co-author still getting attention 6 months after publication!
dimitrizz.bsky.social
15 minute interview w. Andrew Neil ‘Times at One’. He asked good questions, once we moved off his fixation with a narrow definition of green jobs. I got him to accept that we are not going back to fossil fuels! 19':20'' And a free tutorial on bond markets.
www.thetimes.com/radio/show/2...
The Times at One with Andrew Neil | Times Radio | The Times and the Sunday Times
Listen to Times Radio live for the latest breaking news, expert analysis and well-informed discussion covering the biggest stories of the day.
www.thetimes.com
samdstephenson.bsky.social
'One person called the exercise a “red herring” while a senior government official said: “I’m not sure there’s enough energy behind it. It needs to be an A*, all guns blazing exercise. I’m not sure we are there yet.”'

www.ft.com/content/7c49...
Industrial strategy aims to tackle UK’s sky-high energy costs
Shielding industry from inflated prices is centrepiece of next month’s announcement
www.ft.com
Reposted by Sam Stephenson
doctorvive.bsky.social
Happy Tuesday! How about an anti-Matt-Yglesias climate economics thread?

I'll start by saying "material prosperity" is not opposed to "reasoning backwards" from temperature targets — doing what we must NOW to halt global heating at a safe level will INCREASE Americans' material prosperity.

1/n
Matthew Yglesias &
@mattyglesias You can kind of talk in circles all day about "populism" or "abundance" or "kitchen table issues" or whatever else, but the practical dividing line is between material prosperity (call it whatever you want) vs reasoning
backwards from climate targets.