What lesson will Iran learn? Become a ‘normal’ country or quickly build more nuclear weapons and missiles for stronger deterrence?

Electrification 2.0: Kickstarting the Next Exponential Revolution Electrification has been the backbone of the energy transition and most of the carbon emissions reductions so far. Over the past two decades, we scaled solar, wind, batteries, and electric vehicles fa...

Electrification 2.0 = the next wave of climate tech.
Ships, planes, factories, proteins, buildings, grids—it’s time to plug the whole economy into clean power.

I wrote about the startups, systems, and capital we need to scale it fast:

www.linkedin.com/pulse/electr...

#energysky #climatesky

Hell of a chart, this, from @financialtimes.com. Spot the JCPOA.

on.ft.com/4kSuQYO

In the past year we've had a series of papers with results that've shocked #climate scientists - the globe is heating #FasterThanExpected & we don't fully know why

The public discourse is not keeping up.

Here's a series of 5 new studies that climate hawks & journos need to have on their radar 🧵

Would be interesting to see a graph comparing energy prices and energy used per unit of GDP and see if Europe end up being more competitive

Is it now ok to buy Tesla’s again? 🤔

🍿Quickest way to sell more Teslas is to trash Trump!

Tarrifs for the working class and tax cuts for the rich. It’s a smart electoral strategy even if economically disastrous.

Covid vaccines is a non-issue in Europe and only recommended for vulnerable and elderly groups and even there not much. I don’t see why you would want to get vaccinated at this point

Electrification 2.0: Kickstarting the Next Exponential Revolution Electrification has been the backbone of the energy transition and most of the carbon emissions reductions so far. Over the past two decades, we scaled solar, wind, batteries, and electric vehicles fa...

Electrification 2.0 = the next wave of climate tech.
Ships, planes, factories, proteins, buildings, grids—it’s time to plug the whole economy into clean power.

I wrote about the startups, systems, and capital we need to scale it fast:

www.linkedin.com/pulse/electr...

#energysky #climatesky

This is why we named our ERW startup in Indonesia Tambora!

Enhanced rock weathering

We signed our first ERW offtake agreement for Southeast Asia! Ping me if you want to know more!

It’s 21c in Portugal! Maybe I should move back to NL!

Chatgpt is a pretty decent life and career coach

Playing devils advocate here, but what other solution is there for Ukraine but to accept the status quo? Without massive increase in support from US and EU, they won’t regain anything. And that support is not coming unfortunately.

How Solar Is Saving Babies’ Lives in Sierra Leone — Ep204: Project Bo YouTube video by Cleaning Up Podcast

PV for a neonatal unit. This must be one of the most effective aid projects conceivable, in terms of lives saved per $ spent. Any academics out there want to work on quantifying it?

Please RT.

youtu.be/yMxJzLNc214?...

Ok I was two days off…

Republican congress can stop the tarrifs any time they want..

Trade deficits matter: US imports > exports, funded by a financial surplus—mostly stocks & bonds, not new factories. In 2023, greenfield FDI was just 1.5% of it. It’s trading goods for paper assets, not building industry.

It’s China’s and to a lesser extend Japan and Germany’s beggar thy neighbor trade policies that got us Trump and these tarrifs, not the other way around…

Monday Trump will announce one month tariff delays for the countries that offered concessions or to negotiate…

Without tarrifs or a currency peg this is what happens. 1997 Asia crisis was the real turning point with the build up of offshore dollar reserves. The solution is likely monetary and not tarrifs.

But only China and the EU have enough leverage and market size to engage in a trade war and even they probably don’t have the appetite. Trumps gamble might just work out.

If Trumps gamble works 10% tariffs across the board will stay and deals will be made with individual surplus countries to cut their surpluses through various adjustments, and things will stabilize. Off course it can also turn into an all out downward spiral trade war…

Why Trump's tariff chaos actually makes sense (big picture) YouTube video by Money & Macro

Best explainer on the tariffs I’ve seen so far: youtu.be/1ts5wJ6OfzA?...

Let’s say Trump’s tariffs work and the US closes its trade deficit. Where will countries get their trade and reserve currency dollars from? That would cause a massive dollar shortage and global recession.

If Trump’s tariffs work and the US closes its trade deficit. Where will countries get their trade and reserve currency dollars from?

This is similar us during Trump 1 when ICE also deliberately went after community leaders