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A Chinese jacket maker is now the world’s biggest company, according to Bloomberg on.ft.com/43mJjpi

Zero ships from China are bound for California’s top ports Officials haven’t seen that since the pandemic cnn.com/2025/05/10/bus…

Epic shock, end of an era: The China car market of "growth and profits forever" has vanished for non-Chinese brands. Global automakers will sell 7 million fewer vehicles in China this year than they did in 2020. VW down a million cars. GM down a million cars. Jeep JV

LPO has helped finance the only nuclear plant that has been built in the last 10 years, is the reason why another nuclear plant is being restarted, and is the only way more than a few GWs of nuclear will be built. Killing LPO will lead to energy scarcity, not energy abundance.

Bloomberg: US TO CUT TARIFFS ON CHINESE GOODS TO 30% FROM 145% FOR 90 DAYS

What really was the point of all this then?

Nice of Jan Rosenow to highlight one of my favorites. Like what you see, and want more? You can see the latest (and subscribe) here nathanielbullard.com/campaigns/view…

Experience in TX since the Feb. 2021 storm has been very interesting. Renewables were blamed, lege rallied around passing new regs and laws to support gas, but wind/solar/integrated battery installs just keep chugging along. eia.gov/todayinenergy/…

Latest from me and my colleague Arnab Datta Supporting LNG & AI: Embrace The IRA Or Be Prepared To Pay

The W&M repeal through reform of energy tax credits does not merely doom nuclear, geothermal, storage, etc. It also kneecaps our LNG export position. Unless lawmakers stand up, American energy dominance will have died in Longworth HOB.

The House Republican's budget bill is starting to drop. It extends trillions in tax cuts for the wealthy while effectively crippling US manufacturing & energy industries and raising energy costs. It's effectively full repeal of the IRA. Here's tax portion waysandmeans.house.gov/wp-content/upl…

✅ Solar hit a record 27,000+ MW ✅ Storage is charging mid-day, discharging at sunset ✅ Supply-demand buffer is expected to be high, 10,000 MW+ in most hours Even with 19,000 megawatts of thermal plants offline for maintenance, ERCOT isn’t forecasting any emergency alerts.

Our ocean freight bookings from China to US increased 35% in the first day since the trade deal. A big backlog is looming, soon the ships will be sold out.

Wow. NRG is acquiring CPower (from LS Power) as well as 13 gigawatts of LS Power gas plants latitudemedia.com/news/nrg-energ…

...and at a time when US public support of nuclear power is at pretty much its highest level in three decades.

IS ANYONE PAYING ATTENTION TO NATURAL GAS PRICES? As LNG exports and AI data centers surge, the IRA serves as a hedge against electricity price shocks. Simply put: Gut the IRA, get ready to pay. New from Skanda Amarnath and me on Employ America. 🧵1/

NEW: Senate Republicans say House GOP's IRA clean energy tax credit cuts won't work and will have to be changed. Early phaseouts could harm deployment of nuclear, geothermal and other new technologies needed to meet growing power demand, Cramer told me subscriber.politicopro.com/article/2025/0…

Late to the game on this, but somewhere in the US defense complex, someone is planning an "External Meme Center (EMC)"

His “inferred preference for WTI appears to be around $40 to $50 a barrel, where his propensity to post about oil prices bottoms,” they said bloomberg.com/news/articles/…

Singapore’s Changi Airport, routinely ranked one of the world’s best, broke ground Wednesday on a huge new terminal that will accommodate millions more passengers a year bloomberg.com/news/articles/…