Author | Lightnews

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

<< 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 · 10h

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 · 10h

? ~ ??~ ???

BFMTV @bfmtv.com · 10h

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

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Reposted

Bruegel @bruegel.org · 10h

↔️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 · 10h

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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jmglachant.bsky.social @jmglachant.bsky.social · 10h

Wall Street Journal @wsj.com
wonders:

<< If the hype and hope around Chief Executive Sam Altman’s vision of the AI future fails to materialize,

it could create systemic risk to the part of the U.S. economy likely keeping us out of recession. >>

www.wsj.com/tech/ai/is-o...

Is OpenAI Becoming Too Big to Fail?

Sam Altman’s ability to intertwine the startup throughout major tech players puts it at the nexus of a vital part of the U.S. economy.

www.wsj.com

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jmglachant.bsky.social @jmglachant.bsky.social · 13h

Hancock Mining warned that iron ore demand has “plateaued”
As this group owned by Australia’s richest person diversifies in lithium & rare earths.

Its net profit fell 44% to US$2bn in year to June
As iron ore price declined and severe storms disrupted

on.ft.com/43NJYzT

Iron ore demand has ‘plateaued’, says group owned by Australia’s richest woman

Gina Rinehart’s Hancock Prospecting reports falling profits and pushes on to diversify into rare earths

on.ft.com

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jmglachant.bsky.social @jmglachant.bsky.social · 13h

ExxonMobil and Chevron are continuing to increase oil production despite forecasts of a looming supply glut and falling prices.

Chevron reported 4.1mn barrels per day in Q3, up by just over a fifth compared with the same period last year.

on.ft.com/47G9cBC

Exxon and Chevron boost output despite falling oil prices

Two biggest US oil majors report rising production in third quarter amid supply glut forecasts

on.ft.com

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jmglachant.bsky.social @jmglachant.bsky.social · 13h

Canada has announced 25 CRMs

critical minerals investments and partnerships with allies

as it races to develop C$6.4bn (US$4.6bn) worth of projects to counter China’s dominance of the global trade.

on.ft.com/3WyhPZS

Canada launches C$6.4bn minerals push as race to counter China heats up

Ottawa uses national security legislation to accelerate production as G7 nations hunt for resources

on.ft.com

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

All good points Henri.
Much appreciated! 👏
Jm.

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

Big Tech’s market dominance
is becoming ever more extreme

Please wake up
Open your 2 eyes

• Yes
US stocks rose 36th record high of the year
But… propelled by handful of Megatech tied to AI boom

• S&P 500 ended in green
But… despite that 397 stocks of its 500 lost ground. 🫣🤫🫨

on.ft.com/3LitIAD

Big Tech’s market dominance is becoming ever more extreme

In a week when Nvidia’s value reached $5tn, investors in even the broadest index of global companies are now heavily exposed to the AI boom

on.ft.com

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

👏 Jan! 👏

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Reposted

Jan Rosenow @janrosenow.bsky.social · 1d

Industrial electrification is the new frontier: Next week I will give the opening keynote at one of Europe’s leading events on Industrial Heat Pumps in the heart of Prague.

3 55 270

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

? ~ ??

Bloomberg News @bloomberg.com · 2d

EU and Chinese negotiators continued talks in Brussels on critical minerals a day after President Donald Trump said US access to China’s rare earths were “settled:" Here's Your Evening Briefing

EU Seeks Its Own Rare-Earth Deal With China After Trump Win

European Union and Chinese negotiators are holding talks in Brussels today as the 27-nation bloc seeks to ensure its access to rare earths.

bloom.bg

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

Since 70 years (in fact 1953)
The two worst US Presidents after 100 days were:
Trump1 & Trump2 ~ both <50% approval

—//—

Data:
Presidential Job Approval Ratings Following the First 100 Days
| The American Presidency Project

www.presidency.ucsb.edu/statistics/d...

Presidential Job Approval Ratings Following the First 100 Days | The American Presidency Project

www.presidency.ucsb.edu

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

More on EVs

Chinese EV exports 2025
Their TOP10 countries
= 2.354 million cars exported

(In 2024, the whole EU internal car market was ~ 10 million)

x.com/cnevhome/sta...

ChinaEV Home on X: "Top 10 Destinations for China’s Vehicle Exports (Jan–Sep 2025) UAE: 346,900 units (+58.6% YoY) Mexico: 344,600 units (+22.6%) Russia: 340,600 units (–53.6%) Belgium: 226,200 units (+5.0%) UK: 216,200 units (+47.5%) Brazil: 209,200 units (+5.1%) Saudi Arabia: 186,000 units https://t.co/wVzdtlmV6H" / X

Top 10 Destinations for China’s Vehicle Exports (Jan–Sep 2025) UAE: 346,900 units (+58.6% YoY) Mexico: 344,600 units (+22.6%) Russia: 340,600 units (–53.6%) Belgium: 226,200 units (+5.0%) UK: 216,200 units (+47.5%) Brazil: 209,200 units (+5.1%) Saudi Arabia: 186,000 units https://t.co/wVzdtlmV6H

x.com

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

The boss of ⁦‪IEA
(International Energy Agency)
⁦‪
Fatih BIROL

Rings the bells

<< Batteries are crucial technology for the 21st century …

But the world’s battery supply chains show a worrying dependency on one single country — China. >>

www.ft.com/content/874f...

Batteries are crucial technology for the 21st century

Their role powering the growth of key industries means we cannot ignore economic security risks

www.ft.com

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

<< << The emissions-free steam will be distributed to homes, businesses, hospitals and schools via the city’s existing heating network, edging out natural gas-fired boilers.

It will be the first of a series to serve the Boston and Cambridge areas in Massachusetts. >>

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

World’s largest industrial heat pump
35 MW in Boston

50 metric tonnes of steam per hour
>70mn square feet of building space.

Online in 2028
Using energy from Charles River
And operate mostly on renewable electricity.

www.ft.com/content/914a...

Boston to house world’s biggest heat pump

Technology to edge out natural gas boilers

www.ft.com

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

Merci Alicia ! Bonne chance à toi ! !

Reposted

Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 2d

I am sharing my recent podcast in the series of #Zhonghua Mundus in The Sound of Economics by @bruegel.org. In this episode, I talked with Cecilia Trasi and Yuyun Zhan to explore the state of #EU–China #climate relations.

www.bruegel.org/podcast/para...

Paradoxical EU-China climate relations

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

www.bruegel.org

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

King Charles to the US Imperial Republic.

Bloomberg Opinion @opinion.bloomberg.com · 2d

In stripping Andrew of any place in public life, King Charles has shown a ruthlessness and moral clarity about Epstein that his US counterparts should really try

King Charles Destroys His Brother Over Epstein. America Dithers

Born into unimaginable luxury and showered with honors, the man formerly known as His Royal Highness Prince Andrew, Duke of York will henceforth be addressed as plain old Mr. Mountbatten Windsor.

bloom.bg

3

Reposted

Michael Liebreich @mliebreich.bsky.social · 3d

Back on @cleaninguppod.bsky.social this week, my friend Rachel Kyte CMG - pioneer of blended finance and former CEO of Sustainable Energy for All, now UK Climate Envoy. With COP30 approaching, she explained how climate diplomacy really works, stripped of sloganeering. www.youtube.com/watch?v=V1m2...

We're Caught Between An Electrostate and A Petrostate | Ep230: Rachel Kyte

YouTube video by Cleaning Up Podcast

www.youtube.com

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jmglachant.bsky.social @jmglachant.bsky.social · 3d

Timmermans was leading the alliance
GL-PvdA
which losts 1/5 of its seats
(25 > 20)

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jmglachant.bsky.social @jmglachant.bsky.social · 3d

Dutch left-wing leader (and former EC V.P) Timmermans steps down after poor election result in the Netherlands

www.reuters.com/world/europe...

www.reuters.com

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jmglachant.bsky.social @jmglachant.bsky.social · 3d

YouTube TV… 10 million subscribers.

The Wall Street Journal @wsj.com · 3d

YouTube TV, the Google-owned pay-TV service, has amassed considerable clout with a growing base of about 10 million subscribers, but its negotiations with Disney could test how much power it really holds.

YouTube TV Flexes Muscles Again in Showdown With Disney

The Google-owned pay-TV service has amassed considerable clout with its growing base of about 10 million subscribers. Its negotiations with Disney could test how much power it really holds.

on.wsj.com

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