EV sales surged everywhere apart from the US, rising more than 20% globally in 2025

* EVs were half of Chinese sales and electric truck sales in China tripled
* EV sales outside CN/Eu/US grew 80% (!)

10/10

Not sure how “PV” ended up there. Disregard.

Economic inequality is killing the food system. When hungry eaters walked by empty meat counters in their local grocery stores this past spring, few people knew the real reason no pork…

But as with any solution to the problems with the food system, food prices are going to rise and you’re going to have to give people more money to buy food.

aninjusticemag.com/economic-ine...

Financing public compost facilities with a fertilizer tax Introduction  Modern farms use synthetic fertilizers to provide soil with the nitrogen and phosphorus needed to support intensive crop…

I wrote about this a long time ago before it became probably a bad idea to tax fertilizer in the current PV moment.

kendalldix.medium.com/financing-pu...

The coming global food crisis Hunger and even famine are foreseeable consequences of the war on Iran. Now the world must act to shield the poorest from effects that will continue long after the fighting stops

We need a massive buildout of compost infrastructure so we can safely transition away from synthetic fertilizer. And we need it yesterday.

www.ft.com/content/3634...

India’s restaurants stop deep frying food as gas crisis bites South Asia reels from global energy crisis sparked by the US-Israeli war on Iran

Amazing piece giving examples of how the closure of the Strait of Hormuz is hitting South Asian nations that rely upon liquified petroleum gas and liquified natural gas 🧵
www.ft.com/content/d3fc...

THREAD: The IEA global energy review 2026

* CO2 record high, but growth nearly ground to halt
* Clean energy shaved 3bn tonnes off CO2
* Fossil-fuel power pushed into reverse
* Age of Electricity "confirmed"
* "Extraordinary" solar growth
* Batteries up 40%
* EVs up 20%
1/10

It was a second person account?

The coming global food crisis Hunger and even famine are foreseeable consequences of the war on Iran. Now the world must act to shield the poorest from effects that will continue long after the fighting stops

Its worse than you think. The coming global food crisis #TheyDidThis

"This piece by Adam Hanieh is one of the best compact accounts I’ve read of the actual material implications of shutting off shipping through Hormuz. Well worth reading."
Gift article link @FT
giftarticle.ft.com/giftarticle/...

Democrats planning to run in November’s midterm elections have been advised not to antagonise pro-AI campaign groups that have amassed more than $300mn to fight for the industry’s priorities. The warnings by top party consultants, corroborated by people close to four different campaigns and party strategists speaking on the condition of anonymity, come despite internal polling for Democrats showing widespread public support for tougher AI rules.

They're calling it the best democracy ever.

www.ft.com/content/7529...

Today @cplusc.bsky.social launches a working class strategy for tackling the affordability & climate crises. The climate‑cost nexus is already costing billions every year, and it will get worse the longer we don’t act on climate; we also must address working peoples’ immediate economic problems

Trump’s federal workforce changes cost the economy more than $165.6B, analysis finds The Partnership for Public Service report includes the costs of the deferred resignation program, severance pay for laid-off civil servants and federal employees who were on paid administrative leave ...

It was never about saving money
www.govexec.com/workforce/20...

‘It’s just madness’: Trump administration to close three-quarters of Forest Service research stations Between funding cuts, facility closures, and the inevitable resignations that will follow, there’s virtually no way for the Forest Service to continue to do research at its current level or quality, w...

My big takeaway from reporting this story is that it's not JUST about the Forest Service.

The closure of these stations threatens to upend a delicate system of mutually beneficial collaboration and resource sharing, and the impacts will ripple out far beyond the Forest Service itself.

Incredible sequel. Edge of my seat!

Going to start a new Electro-Yuan thread since its
1 catchy replacement to petrodollar choking at Hormuz
2 China's role in electrotech is about to surge.
"China’s cross border payment system hit an all time high in volume yesterday..over 100% growth compared to the Feb data"
x.com/joshualipsky...

Update: The US Auto industry has retreated from EVs. That strategy will relegate them to the domestic market only or to extinction. The world is shifting to EVs. Global sales of fully internal combustion engine vehicles peaked in 2017. 🧪🔌💡☀️💨💧🔋 Paywalled link: www.bloomberg.com/news/article...

The Simple Math of the Death of LNG Imagine you wanted to buy a new car.  Now imagine that you have a choice of two cars that are identical except one of the cars requires you to buy expensive fuel to run it and the other runs on free f...

Things are moving fast in the energy world thanks to the latest war. I cover a lot of the highlights of the past week in this piece.

I think after seeing your mathematical work here, you’re the one who deserves a Nobel

The study heavily implies that there are major problems with industrial agriculture and that small-scale, biodiverse agriculture should be better studied and measured to help solve the problem.

Just as you are constantly implying we should use natural gas in agriculture forever.

the person who wrote "self-serving homeless industrial complex" should have their housing taken away, permanently. i am not even kidding lol. if there is one homeless person on earth, it should be whoever wrote that phrase in this statement

Invisible plumes and ‘terrible pollution’: the reality of the US gas sites rated ‘grade A’ Exclusive: Guardian investigation into reliability of methane certification issued by MiQ reveals weakness of voluntary model

Excited to see this piece out in The Guardian. An honor to work with @amywestervelt.bsky.social and Marcello Rossi on this

www.theguardian.com/environment/...

Aidan Mackenzie w/IFP saying in a post: "A few notes on the TotalEnergies buyout. TL;DR it's a bad deal for taxpayers but it's not (quite) permitting abuse. 1. In 2022 TotalEnergies overpaid for their offshore wind lease (~$955M) and they hinted they wanted to get out of it. 2. This is because the economics of offshore wind have taken a downturn and the IRA tax credits are getting phased out. 3. The Trump admin is likely blocking/not reviewing approval of TotalEnergies' offshore projects projects. But TotalEnergies even signaled they would pause their applications before Trump came into office. 4. This story isn't a new instance of permitting abuse (blocking permits is abuse, but this isn't a new instance of blocking a permit). 5. TotalEnergies also clearly wanted to invest more in LNG, they already started last Fall. 6. Cancelling offshore leases requires the gov to pay companies back for the cost of the lease. But the gov can get around this by indefinitely *suspending* the lease instead. So effectively they don't have to pay them. 7. What DOI is here doing is saying "you can have your money back if you agree to cancel your lease and invest in LNG instead." --> TotalEnergies will get up to $928M for investing in LNG. 8. The premise of this deal is partially based in government abuse: DOI is implicitly threatening to withhold the needed offshore permits and also threatening to force TotalEnergies to wait years to get their lease money back (if ever). 9. Withholding the permits is misuse of the law but TotalEnergies probably wanted to get out of building offshore wind anyway. The "suspending" instead of "cancelling" trick is also misuse but (unfortunately) it's been common for decades. 10. What's weird is there was likely no reason for DOI to give TotalEnergies the money through this cancellation strategy. If TotalEnergies already wanted to invest in LNG over offshore wind then why did DOI need to give them a billion dollars of taxpayer money?"

Gotta love how Abundance folk at the Institute for Progress are spinning the Trump administration's deal with TotalEnergies (to buy out offshore wind leases & reinvest that money into fossil fuels) as not a problem for "permitting reform" debates.

Truly impressive acrobatics!

War on Iran | Phenomenal World The bombardment of Iran has caused an enormous commodity-supply shock, prompting an accelerated global rush to greener energy sources.

Trump as unwitting agent of decarbonization...

LMAO at Duke radio calling for a celebration tech on UConn

For a typical US household, about 15% of monthly electricity bills goes straight to shareholder profits - a recurring wealth transfer from everyone to the small minority of people who own the vast majority of stock (the richest 10% of Americans - all multimillionaires - hold ~90% of US stock value).

March 24, 2026. Strait of Hormuz. A line of oil tankers is waiting for Iran’s permission to pass.

Reports of explosion, smoke at Valero refinery in Port Arthur; shelter-in-place issued for west side residents Residents near Port Arthur are urged to shelter after an explosion at the Valero refinery.

Heart wrenching for everyone especially the folks living downwind of this toxic death plume who have been fighting for a just transition for decades.

There’s at least a 95 percent chance that your favorite Abundance Democrat who wants “permitting reform” has been heavily influenced by the ideas and writing of the Breakthrough Institute