Michele Rimini

AKA the politics and economics of delivering the transition @ronan_wifi

Regulatory uncertainty plays a role too

Delays hit 40% of Biden’s major IRA manufacturing projects ft.com/content/afb729… via @ft

Surf estivo tra viaggi, tavole ed affollamento tuttologicsurf.it/surf-estivo-vi…

@francoisengo @claudiocerasa Infatti si vedono i risultati.

@claudiocerasa Fortunatamente i Panebianco, i Galli della Loggia non li legge più nessuno. Chi ha 25 anni non sa nemmeno chi siano..pensate invece a chi gli è andato dietro 20-30-40 anni fa....😂😂😂

Panebianco parola per parola

Rethinking value chains and industrial policy project-syndicate.org/onpoint/mesoec…

Agree at 90%. nuances on clean energy dependencies must be applied, and value chains dissected

Not all American tariffs are created equal ft.com/content/d81f1e… via @ft

On the global debt supercycle not going into productive investment imf.org/en/Publication…

@RealEmirHan @PaoloBricco entourage

The letter, backed by world-leading economists (?)including Mariana Mazzucato, Steve Keen, Jason Hickel, and Kate Raworth [ and a vast plethora of PhD students] via @EURACTIV euractiv.com/section/econom…

Chinese trade flows diverting to GS, through energy-based cost competitiveness, fuelled by new coal capacity addition. AKA recipe for climate and geopolitical disaster. corriere.it/economia/consu…

@FactFisching @MLiebreich I wonder if it isn't just too early, the story of Better Place with EVs is quite telling in this regard theguardian.com/environment/20…

6/ Courtesy of @MLiebreich, another one in my series of #hydrogenhittingreality: All #hydrogen refuelling stations in Denmark set to close. The transport sector so far leading in this thread. energywatch.com/EnergyNews/Ren…

Little tracker of #hydrogen hitting reality: 1/ Change of heart from hydrogen trains to battery trains in Germany as the latter are "cheaper to operate".

@Mission_EE and @IEA are spot on: 2x #efficiency will avoid 95 EJ of new energy infrastructure beyond 2030. This makes it cheaper and easier to get off fossils. 🛢️➡️🔌🔋⚡️ We need 3x #renewables AND 2x #efficiency. @CleanPowerDave @fbirol @BrianMotherway @BCSEA @AEEE_India

@toddntucker I wonder about the extent to which inflationary pressures have eased as a result of supply chain interventions, I suspect monetary tightening also played a role...

A fresh round of supply chain announcements from the White House. Notable that the post-IRA/CHIPS gap-filling they continue to announce comes in essentially two flavors: 1) Building more government capacity and 2) more international coordination. whitehouse.gov/briefing-room/…

Leeds Building Society is incorporating savings on energy bills into affordability assessments, boosting how much would-be buyers can borrow. to be studied ft.com/content/936268… via @ft

“By comparison, net lending to industrial companies skyrocketed from $63 billion in the first nine months of 2019 to $680 billion in the first nine months of this year.” nytimes.com/2023/11/06/bus…

@CussMusterd @arielbeery @adam_tooze @Newsweek do you want some pictures?

@arielbeery @adam_tooze @Newsweek Got any proof that their HQ is there?

Mapping Gaza onto NYC is helpful because it is a city a lot of people know and have walked on foot. I also happen to live here. So here is a version from @Newsweek newsweek.com/gaza-strip-siz…