Author | Lightnews

jmglachant.bsky.social @jmglachant.bsky.social · 6h

You mean ‘from me Gjm’, Paul?

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jmglachant.bsky.social @jmglachant.bsky.social · 6h

Le compte de France Culture sur Bsky
@franceculture.fr

jmglachant.bsky.social @jmglachant.bsky.social · 6h

Le compte de Laurence sur Bsky
@laurencetubiana.bsky.social

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jmglachant.bsky.social @jmglachant.bsky.social · 6h

La COP 30 démarre au Brésil lundi 10 novembre

Introduction aux enjeux et options
par ⁦‪LaurenceTubiana‬⁩

L’ambassadrice mondiale du climat depuis les Accords de Paris en 2015 COP 21

1 heure > sur ⁦‪France Culture ‬⁩ 👇

www.radiofrance.fr/francecultur...

Dans les coulisses des COP : de Copenhague en 2009 à Belém en 2025, qui décide de notre avenir ?

A l’aube de l’ouverture de la COP 30 qui se tiendra du 10 au 21 novembre 2025, à Belém au Brésil, Laurence Tubiana et Emmanuel Guérin partagent leurs expertises sur les acquis de ces conférences des p...

www.radiofrance.fr

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jmglachant.bsky.social @jmglachant.bsky.social · 8h

<< La défense européenne a vent en poupe.

Lancement de fonds comme Lazard Sovereignty Europe, SLGP Cyber Defense ou plusieurs ETF comme VanEck

Les performances font rêver : le cours du fournisseur de munitions allemand Rheinmetall a presque triplé en 2025 >>

t.co/4gPl5qg7bN x.com/lesechos/sta...

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jmglachant.bsky.social @jmglachant.bsky.social · 9h

? ~ ?? ~ ???

The Wall Street Journal @wsj.com · 9h

The AI boom is already reshaping America. Cities often left out of earlier boomtimes are basking in their newfound prosperity—for as long as it lasts.

What Happened When Small-Town America Became Data-Center, U.S.A.

Business is surging for contractors and bars. Out-of-town workers are flooding hotels and RV parks. Cash is flooding into government coffers. But the newfound prosperity comes with costs.

on.wsj.com

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jmglachant.bsky.social @jmglachant.bsky.social · 9h

Bloomberg:

<< Poland Wants Its Own Drone Wall to Counter Russian Threat

It plans to start building a national anti-drone system within months,
without waiting for the EU “drone wall” initiative,

the country’s deputy defense minister said.>>

www.bloomberg.com/news/article...

Poland Wants Its Own Drone Wall to Counter Russian Threat

Poland plans to start building a national anti-drone system within months, without waiting for the European Union’s “drone wall” initiative, the country’s deputy defense minister said.

www.bloomberg.com

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jmglachant.bsky.social @jmglachant.bsky.social · 11h

Bloomberg:
<< Stoxx Europe 600 auto is set for a sharp earnings-per-share rebound in 2026 & 2027.
2025 is “likely to be the trough” for the sector’s earnings, as new electric vehicle subsidies, cost measures and strategy overhauls brighten the outlook. >>

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jmglachant.bsky.social @jmglachant.bsky.social · 12h

<< European carmakers are inching closer to a recovery next year after a series of profit warnings in 2025, with cost cuts and turnaround plans prompting analysts to raise earnings estimates. >>

From Bloomberg

www.bloomberg.com/news/article...

The Worst May Be Over for Europe’s Carmakers After Tough 2025

European carmakers are inching closer to a recovery next year after a series of profit warnings in 2025, with cost cuts and turnaround plans prompting analysts to raise earnings estimates.

www.bloomberg.com

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jmglachant.bsky.social @jmglachant.bsky.social · 12h

From Bloomberg

<< Wall Street chief executives said investors should brace for an equity market drop of more than 10% in the next 12 to 24 months, and that such a correction may be a positive development. >>

www.bloomberg.com/news/article...

Wall Street CEOs Warn of Market Pullback From Rich Valuations

Wall Street chief executives said investors should brace for an equity market drop of more than 10% in the next 12 to 24 months, and that such a correction may be a positive development.

www.bloomberg.com

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Reposted

La Croix @la-croix.com · 1d

Le président colombien Gustavo Petro veut troquer l’exploitation pétrolière en déclin contre l’écotourisme. Mais la marche reste haute pour compenser les revenus tirés de l’or noir.

➡️ https://l.la-croix.com/Ykn

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jmglachant.bsky.social @jmglachant.bsky.social · 1d

Lazy Thinking?

The Economist @economist.com · 1d

“Just because other crises are competing for attention, it does not follow that voters want climate targets abandoned,” writes Luisa Neubauer, a German climate activist, in a guest essay

The greenlash is built on lazy thinking, writes a climate activist

Luisa Neubauer argues that rolling back climate policies is economic suicide masquerading as pragmatism

econ.st

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Reposted

Paul Lehmann @plehmann.bsky.social · 1d

💯%. I am also attaching my two cents on policy mixes below.

Emil Dimanchev @emildimanchev.bsky.social · 1d

Good to see climate policy mixes are in the spotlight in this year's Ten Insights in Climate Science!

Climate policy is essentially about choosing the right policy mix.

10insightsclimate.science/year-2025/po...

Policy mixes outperform standalone measures in advancing emissions reductions - 10insightsclimate

10insightsclimate.science

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jmglachant.bsky.social @jmglachant.bsky.social · 1d

Dans @lesechosfr.bsky.social

1•L’Etat français s’est-il profondément digitalisé ou bricolé-digital?

2•La stratégie de digitalisation de l’Etat français est-elle sérieuse et innovatrice, ou bricolée moyens du bord?

3•Les pros français du secteur sont-ils mobilisés ?

lesechos.fr/idees-debats...

lesechos.fr

jmglachant.bsky.social @jmglachant.bsky.social · 1d

•May I rent your data centers?
I mean for testing my ideas?

•At what price?

•$38bn? OK?

—💸> /~ 🍾💰🥂~ /< 💸—

OpenAI strikes $38 billion AI training deal with Amazon 😳
Allowing OpenAI to train its AI models on the ‘hundreds of thousands’ of Nvidia chips inside AWS data centers.

The Verge @theverge.com · 1d

OpenAI strikes $38 billion AI training deal with Amazon

Pouring billions more into AI.

buff.ly

jmglachant.bsky.social @jmglachant.bsky.social · 1d

Flee the Islamo-Communism threatening New York 🕷️😵‍💫

And rejoin the safe Christian Paradise in Miami, Florida 👼🤡

Financial Times @financialtimes.com · 1d

Miami realtors pitch safe spaces for millionaires fleeing Mamdani’s New York on.ft.com/3Lt3jQF

Miami realtors pitch safe spaces for millionaires fleeing Mamdani’s New York

A predicted flight caused by democratic socialist mayoral candidate’s likely victory on Tuesday has yet to materialise

on.ft.com

jmglachant.bsky.social @jmglachant.bsky.social · 1d

Braquer un labo : 306 kg pour €28 millions

(Mais tous arrêtés plus tard …)

Agence France-Presse @afp.com · 1d

Les braqueurs d'un laboratoire lyonnais de traitement de métaux précieux, attaqué jeudi à l'explosif, avaient emporté 306 kg de métaux, essentiellement de l'or, pour une valeur de 28 millions d'euros, a déclaré le procureur de Lyon.

jmglachant.bsky.social @jmglachant.bsky.social · 1d

Astonishing new poll for CNN

• Trump’s approval down to 37%,
the worst of his 2nd term

• His disapproval rating, at 63%, is numerically the highest of either term
one point above the previous high of 62% as he was leaving office in January 2021.

www.cnn.com/2025/11/03/p...

Democrats are more enthusiastic about the midterms as Trump’s approval hits second-term low, CNN poll finds | CNN Politics

One year out from the midterm elections, the Democratic Party holds a sizable enthusiasm advantage as views of President Donald Trump dip further into negative territory, according to a new CNN poll c...

www.cnn.com

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jmglachant.bsky.social @jmglachant.bsky.social · 1d

French manufacturing remains in contraction in October
below 50.0 threshold since January 2023

"Manufacturers facing future with pessimism for political instability & persistently weak demand."

Geopolitical tensions also affecting foreign demand.

www.reuters.com/business/fre...

French manufacturing sector remains in contraction in October, PMI shows

France's manufacturing sector contracted less than initially reported in October, a survey showed on Monday, but remained in a state of weakness during the opening month of the fourth quarter as output and new orders saw further marked decreases.

www.reuters.com

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jmglachant.bsky.social @jmglachant.bsky.social · 1d

China’s Massive Iron Ore African Mine

World’s largest with 3bn tons

At $23bn Africa’s biggest ever mining could make Guinea its No. 2 exporter of minerals & metals

Rio Tinto now has 1/4
Chinese firms own most it
Biggest is Aluminum Corp. of China.

www.bloomberg.com/news/feature...

China’s Massive African Mine Threatens to Upend Iron Ore Market

The size and richness of the Simandou deposit in Guinea could shift the industry’s power dynamics and help transform the nation’s economy.

www.bloomberg.com

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jmglachant.bsky.social @jmglachant.bsky.social · 1d

Nouveau nucléaire SMRs
Europe démunie & France en retard face au rouleau compresseur américain

Dès 2024, EDF Nuward trop complexe et coûteux a jeté l'éponge au Royaume-Uni

Doublé par Rolls-Royce
& les américains X-energy, Last Energy, TerraPower fondé par Bill Gates

lesechos.fr/idees-debats...

lesechos.fr

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jmglachant.bsky.social @jmglachant.bsky.social · 2d

<< Drones were observed flying over the Belgian military’s Kleine-Brogel air base

– home to US nuclear weapons –

for a second consecutive night on Saturday 1st November

Belgian Defense Minister Theo Francken has confirmed. >>

Euractiv @euractiv.com · 2d

Drones spotted again over Belgian military base as minister readies response

Theo Francken is to present a €50 million anti-drone plan next week

dlvr.it

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jmglachant.bsky.social @jmglachant.bsky.social · 2d

? ~ ??~ ???

BFMTV @bfmtv.com · 2d

💻 76% des salariés ont déjà télétravaillé alors qu'ils étaient malades ➡️ https://l.bfmtv.com/uq4G

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Reposted

Bruegel @bruegel.org · 2d

↔️Paradoxical EU-China climate relations

As COP30 approaches, what is the real state of EU–China climate relations?

🗣️ @aligarciaherrero.bsky.social in conversation w/ @ctrasi.bsky.social & @yuyunzhan.bsky.social #EconSky

🎙️ Listen to the podcast: buff.ly/NiGfqTt

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jmglachant.bsky.social @jmglachant.bsky.social · 2d

Amazonification of Whole Foods ramping up @wsj.com

Experiment run by team Amazon & Whole Foods staff,strategizing how to get wider range of groceries into hands of customers

without diluting a 45-year-old brand defined by its strict ingredient standards.

www.wsj.com/business/ret...

The Amazonification of Whole Foods Is Finally Here—Bring On the Doritos

Amazon is shaking up the natural-foods grocer with robots in the backroom and Pepsi outside the exit in its push for a bigger slice of the supermarket business.

www.wsj.com

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