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My column: How Trump’s ‘Big, Beautiful Bill’ Will Make China Great Again nytimes.com/2025/07/03/opi…

“We’re now in a fascinating, and probably unprecedented, situation where the world’s two greatest superpowers - China and the U.S. - are actively building two entirely different visions of what the world's energy future should look like.” arnaudbertrand.substack.com/p/is-americas-…

In 2014, half of Greece's electricity was generated by coal. A decade later, that share has fallen to just 6%.

Vietnam has become Asia’s export powerhouse.

“While the West sees BRICS as an anti-western bloc quixotically dedollarizing, the bloc is now held together less by repulsion to an old order than by attraction to the remaking of the material basis of a new sovereignty in a new era of globalization.” phenomenalworld.org/analysis/brics…

The natural gas trap on.ft.com/3Iwl1RG

China's industrial strategy targets so many industries, it's hard to say if one area is prioritized. But I think a priority is finally emerging: clean energy. The rate at which China is developing capabilities in solar, wind, EVs, and batteries is simply astonishing.

Hydrogen Isn’t The Answer: 0.7-1.5 Billion Tons CO2e Would Make It A Climate Liability cleantechnica.com/2025/07/03/hyd…

Good climate news this week 1 Global EVs up 22% in May, to 25% share 2 China built 93 GW of solar in May, bringing its 2025 total to 198GW 3 India’s renewables output up at fastest pace since 2022 in 1st half of 2025 4 UK sets out plan to deliver 2.5-fold increase in solar by

Pending editorial decision

'Transshipment' from China is a very small share of Vietnam's exports. Prior to the current US-China trade scuffle, Vietnam was one of the world's largest exporters of manufactured goods — driven by domestic industrial policy. Vietnam is a gigantic exporter in its own right.

Despite persistent rhetoric to the contrary, IEEFA’s Ramnath Iyer & Shu Xuan Tan find in a new briefing note that in 2024, #ESG investing demonstrated stronger performance, fund flows, asset owner sentiment & regulatory momentum across much of the world. hubs.li/Q03w9KJc0

Von der Leyen gave a speech on China in European Parliament this morning - first read is, it's pretty hardline "We know China's unyielding support for Russia is creating heightened instability & insecurity in Europe. We can say China is de-facto enabling Russia's war economy"

There are 10 countries in the world that have had 50% or more of a months total electricity generation from only solar and wind. All 10 countries are in the EU🇪🇺

“The success of BYD and several other upstart Chinese car brands should be a warning for U.S. auto manufacturing and our industrial sector as a whole. We need the courage to recognize how badly we are falling behind…” Stunning piece by Michael Dunne! nytimes.com/2025/07/08/opi…

Meanwhile, just at the moment: >Thousands of heat records broken in China, Japan, Pakistan, Iran >The Mediterranean's marine heatwave is off the charts, with water temperature anomalies up to 7°C above normal >Relentless heat is returning to Europe >Wildfire near Marseille,

Trying to trace back the steps that led you to agree reviewing the paper

China is building 74% of all current global solar and wind projects ft.com/content/e51744…

China is building a stunning 74% of all current solar + wind, will achieve energy over-abundance in about 5 years China held superpower status for 1,600 of the past 2,200 years. Achieving energy super-abundance first = leapfrogging any other superpower globalenergymonitor.org/report/chinas-…