NEW | Record exports of solar, batteries and EVs last month 📈
China’s exports for the ‘new three’ industries reached a record high of $21.9bn in March 2026, up 70% year-on-year, in the wake of the US-Israel war with Iran and changing export rebates for solar and batteries.
Posts by Simon Schulte
France is switching from Microsoft to Linux
"We must become less reliant on American tools and regain control of our digital destiny. We can no longer accept that our data, our infrastructure, our strategic decisions depend on solutions whose rules, pricing, evolution, and risks we do not control."
We have a pretty good understanding of the differences between GHG emission estimates, but when it comes to some sectors (e.g., land), estimates seem all over the place!
Why is this? @wflamb.bsky.social has you covered...
essd.copernicus.org/articles/18/...
1/
Back in 2020, I wrote a big paper that explained why different datasets of global fossil CO₂ emissions gave different numbers.
📢Now @wflamb.bsky.social has hand-picked a crowd of experts and gone much further: "Differences in anthropogenic greenhouse gas emissions estimates explained", out today.
New from us: how Pakistan's solar boom is dampening the impact of the Hormuz crisis on the country. Solar power allowed LNG&diesel imports to fall after the previous gas crisis in 2021-22, with the solar boom set to avoid $7bn in fossil fuel import costs this year.
Fantastic thread about this idiotic war and how it’s all blowing up in Trump’s face.
The "AMOC is no longer a distant #climate scenario but a national & global security risk
European defence analyses & new scientific research come to the same conclusion: this is a form of systemic risk that governments must plan for now"
- Prof. Rockström & Iceland's Climate Minister Jóhannsson
🧵
I should write the argument up properly somewhere, but I think this is fundamentally wrong. A decisive fraction of the capitalist class does oppose addressing the climate crisis, but *not* because it would be bad for profits. If anything, a green New Deal type program would raise aggregate profits.
Ein Verbrenner, also eine Wärmekraftmaschine, verwandelt 70 Prozent der Energie in Wärme: Das ist gut, wenn Sie eine Heizung auf Rädern brauchen, aber schlecht, wenn es um Bewegungsenergie geht. Und um die geht's halt beim Autofahren und eben weniger darum, auf der Motorhaube ein Omelett zu braten. Umgekehrt würden Sie's auch nicht begrüßen, wenn zwei Drittel Ihrer Heizkosten dafür draufgingen, dass Ihr Heizkörper durch die Wohnung rollt. Gerade wir sparsamen Schwaben hätten eigentlich die Ersten sein müssen, die sich vom Verbrenner verabschieden: Wenn Sie für 80 Euro volltanken, zahlen Sie gut 56 Euro davon einfach nur dafür, dass Ihr Motor heiß wird. Daran ändern auch E-Fuels nichts. Verbrennungsmotoren sind Verschwendungsmotoren. Die Erkenntnis quält, weil wir in Württemberg gut 100 Jahre lang zum Begriff "schwäbische Ingenieurskunst" onaniert haben, aber verglichen mit einem elektrischen Antrieb ist selbst der raffinierteste Verbrenner ein schlechter Witz.
Über unsere Autokrise schreibe ich in der aktuellen Kolumne. #Miosga
The Central Committee of the Communist Party lays out the key directions and priorities for China for the next five years. It reaffirms the importance of clean energy for China's energy, economic and industrial policy, but raises concerns about commitment to 2030 climate targets.
Big China electricity&industial data update🧵for September:
➡️Power generation from coal and gas dropped 5%, for a 1.2% fall in the first nine months of the year.
➡️Crude steel production fell by 5% and cement output by 9% in Sep, accelerating from 3% and 5% drops year-to-date.
Personally I think it would be hard to steal a wind farm.
💡 Came across this nice tool today:
🎨 qualpal for algorithmically choosing maximally distinct colors under certain restrictions #dataviz
JOSS paper, online tool, R package #rstats
joss.theoj.org/papers/10.21...
River or sankey diagram showing the allocation of profits from global oil and gas companies to quantiles of the US wealth size distribution via financial system intermediaries, such as asset managers, and categories of ultimate beneficiaries, such as business owners, pension funds and shareholders in listed companies. The scale is hundreds of billions of US dollars, and ultimately 50.4% of profits reaching the US personal wealth distribution go to the richest 1% of households.
🚨NEW PAPER🚨
We all know the 2022 energy price shock fueled the cost of living crisis. It also caused a profit bonanza for the very rich. We show the US reaped the largest profits ($377bn) of any country. 50% went to the richest 1%, only 1% to the bottom 50%. A🧵 www.sciencedirect.com/science/arti...
1/ New report from @bentleyallan.bsky.social's Net Zero Policy Lab: As the US withdraws from green tech industries and pressures allies to follow suit, China is stepping in to power the developing world's energy transition. The scale is staggering.
www.netzeropolicylab.com/china-green-...
one of those drop everything and just read it things ….
www.netzeropolicylab.com/china-green-...
"The solar panels imported into Sierra Leone in the last 12 months, if installed, would generate electricity equivalent to 61% of the total reported 2023 electricity generation" #EnergySky
ember-energy.org/latest-insig...
Unsplash image of the Earth, mostly the nightside with a tracery of city lights on every continent.
OK, this is wild.
In September 2023, geophysicists across the world started monitoring a very odd signal coming from the ground under them.
It was picked up in the Arctic. And Antarctica. It was detected everywhere, every 90 seconds, as regular as a metronome, for *nine days*.
What the HELL?
1/
German Chancellor Merz today in parliament on climate policy.
The media is already heralding this as a radical new course in climate policy, but really it's just one of the most trite "discourses of climate delay": whataboutism.
An international call for action just got louder:
Today, 7 Nobel Laureates have issued a powerful call for a minimum tax on the ultra-wealthy in Le Monde
Here’s a quick breakdown of the debate—and where things stand globally
🧵
www.lemonde.fr/en/opinion/a...
Mit der Aussage, dass ein klimaneutrales Deutschland bis 2045 mit der derzeitigen Politik nicht realistisch ist, hat Friedrich Merz ja völlig recht.
Aber das Ziel aufzugeben, ist ja nicht die einzige Konsequenz, die man aus dieser Erkenntnis ziehen kann.
“ This bill will raise your electricity costs and cook the planet to give tax cuts to the richest people ever.” - Sen Schatz
“Trump is jamming through a bill that rips away health care, closes hospitals, raises grocery and utility bills to give tax breaks to billionaires.” - Sen Warren
Chinese companies installed 93 GW of solar and 27 GW of wind in a single month in May. That's about 230 million solar panels and 5300 wind turbines. That's almost 100 solar panels every second, and a wind turbine every 10 minutes.
We knew China's rush to install solar and wind was going to be wild but WOW😮. The solar panels & wind turbines China installed in May alone, in a single month, will generarate as much electricity as:
-Poland
-Sweden
-Norway
-the UAE
-North Carolina&Maryland or
-Washington&Wyoming
Chart – Near-constant solar power is possible in many cities for around $100/MWh: Share of the time when a 6GW solar plus 17GWh storage system would deliver 1GW of power across 12 cities, %, based on average weather conditions over 2005-23. Source: Ember.
NEW – Guest post: How solar panels and batteries can now run ‘close to 24/365’ in some cities | @cleanpowerdave.bsky.social Kostantsa Rangelova
Read here: buff.ly/QqxebJM
San Diego neighborhood makes ICE agents retreat
Gibt es durch das neue Sondervermögen tatsächlich zusätzliches Geld für den Klimaschutz? Das Aufstellungsschreiben zum Haushalt 2025, das das @bmf-bund.de gestern verschickt hat, lässt Zweifel daran aufkommen. (1/x)
Anyways, as most calculations are basically Activity Data X Emission Factor and AD is mostly positively correlated with GDP, overreporting GDP implies overreporting emissions (not underreporting)
There is probably a huge uncertainty on those numbers, but unlike GDP, the emissions were not reported by Chinese national statistics but are based on independent calculations (which of course partly use official statistics).
Just released: Huge revision in Germany's official estimates of emissions/uptake from the land-use, land-use change and forestry (LULUCF) sector, now reflecting the spruce bark beetle outbreaks that started in 2018. 1/2