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Correct. I don't care what we call it--but: Forget China. Republicans are assaulting our right to *live*, even to *exist*, in this country--through deportations, and the destruction of SNAP, healthcare, our energy system, and our environment.

thrilled to run an excerpt from Free Gifts in the new New Left Review asking what freedom might mean if we stop treating nature as a free gift

Feeling vindicated in never having taken Cowen seriously. Really not sure what wonks ever saw in him.

Record heat. Rising orders. No benefits. Here's how climate change and labor inequality collide in China, where food delivery riders face extreme heat with minimal protections. bloomberg.com/news/articles/…

My early flight from Ordos to Beijing involved extended cruising at a relatively low altitude over Hebei, particularly the mountains in western Baoding. I got clear views of wind farms, solar farms, and the agricultural and local municipal layout of northern China. Thread:

Off the Beaten Track: Yiwu City, Procurement Paradise I recently visited Zhejiang's Yiwu for the first time. Yiwu is the small commodities wholesale procurement Mecca of the world, but it's still relatively unknown outside of certain sectors. So, let me tell you about it. 🧵

What happened to Hochul? She's eons better in policy & messaging than just a year ago.

Even if you are fully abundance-pilled, I think you have to be concerned about some of the negative externalities around data centers right now. Everyone knows they’re electricity hogs. But their water usage is also insane.

Really wild how there are two housing markets now. If you live in the northeast or Midwest, prices are rising, everywhere around you. If you live in the south or west, prices are falling, everywhere around you. And if you live in Florida, the bottom’s falling out.

I recalculated China's potential trade diversion to include all regions and control for double-counting. In Q2, China potentially found replacement markets for 82% of its lost exports to the United States on a product-by-product basis.

uh this is a pretty big narrative violation? 83% of Americans support giving medicine to developing nations 78% support giving them food and clothing 63% support economic development 61% support strengthening democracy close enough, welcome back liberal internationalism

One big thing about competing with China on industrial policy is that it has long accustomed itself to capital indiscipline. The U.S. cares too much about capital discipline. And that's a problem because many of the sectors that China currently dominates aren't exactly great

Decentralization of land use authority is *the most significant driver* of NYC's affordable housing crisis. A strong state that can make clear, rational decisions with input from the community needs to eliminate hyperlocal governance veto points like this. This is how good

I never thought it would happen to me. There is scaffolding going up outside my window. How long will it be here, 8 weeks, 8 years? No one can say.

“There are no price spikes on sunlight and no embargoes on wind”—another Guterres quote that goes insanely hard

"Coal has exhibited reliability problems in serving the grid... From July 11 to July 12, 5,019 MW of coal-fired generation was offline across ERCOT—totaling 36.9% of the system’s accredited coal capacity of 13,596 MW." pv-magazine-usa.com/2025/07/22/sol…

It is hard to get your head around how stupendously large an electricity user a 2-5 gigawatt data center represents. A 5 gigawatt data center consumes on the order of 40 million megawatt-hours of electricity per year, as much electricity as the ENTIRE STATE of Nevada or Kansas!

One of the most exciting things about these charter revisions under a Zohran administration is the potential to build an insane amount of social housing quite quickly by empowering the city to build publicly financed housing without going through years of approval processes.

Chinese new solar installations declined YoY in June 2025 to "only" 14.36 GW, according to NEA data released today (chart from BJX). I'm frankly surprised there's anything left in the pipeline to build at all, after the huge May push to build before the June 1 deadline.

"There are currently almost 20,000 men under the ground, right at this moment, all digging coal?" Mr. Qi smiled and nodded. "Yes that's right". In Off the Beaten Track this week, I visited a coal mine in China's famous Ordos City in Inner Mongolia. Here's what I found.🧵