Mark Hanse
Mark Hanse
@markhanse.bsky.social
Reposted by Mark Hanse
The number of heat pumps going into new residential buildings in Germany has risen dramatically, but - just like EVs with fleet turnover - this has to propagate to the entire housing stock. At least we can see that gas has now peaked in the German housing stock.
October 29, 2025 at 1:24 PM
Reposted by Mark Hanse
just look at these growth figures (this includes exports) #alwaysbecharging bsky.app/profile/thin...
May 14, 2025 at 9:31 AM
Reposted by Mark Hanse
In my latest long form newsletter post, I warned that Trump’s tariffs would break America’s trade flows and hollow out the ports.

Now we have proof.

The inbound traffic at West Coast ports is collapsing.

www.dataandpolitics.net/empty-ships-...
Empty Ships, Empty Promises: Trump's Tariffs Are About to Decimate American Shipping
Trump's 145% tariffs triggered a flood of imports—but not a rise in American exports. West Coast ports are now sending ships back empty. This imbalance isn't just economic—it's personal. Jobs, wages, ...
www.dataandpolitics.net
April 28, 2025 at 1:54 AM