Lightnews — Scholar-powered news

Kate Mackenzie @katemac.bsky.social · 18h

Eek, I meant to post the link! ig.ft.com/mega-batteri...

How mega batteries are unlocking an energy revolution

Vast battery units are shoring up grids and extending the use of clean power

ig.ft.com

1 18

Kate Mackenzie @katemac.bsky.social · 19h

"this is how an investment banker and a lawyer would build a natural gas plant" Matt Levine on the BP arbitration loss and the 'modular' LNG plant www.bloomberg.com/opinion/news...

Venture Global’s Gas Plant Is Done

Also the Nobel Peace Prize, Credit Suisse AT1s, a Grindr margin-call LBO and StockTwits alpha.

www.bloomberg.com

2 6

Reposted by Kate Mackenzie

Leah Millis @leahmillis.bsky.social · 23h

The @chicago.suntimes.com photographer who risked their personal health and safety to take this photograph is Anthony Vazquez. Please credit photographers and media outlets. In this age of misinformation, a photo with no context could be anything at all.

50501: The People’s Movement ❌👑 @50501movement.bsky.social · 23h

Please remind us who the domestic terrorists are again.

Photo from Chicago: DHS militarized agent holding a gun up directly in someone’s face as the victim has their hands up, pleading for them not to shoot.

69 2.7K 8.5K

Kate Mackenzie @katemac.bsky.social · 2d

Cool chart, turns out that “when the sun doesn’t shine” not so important already in California

Cool graphic of California elec supply (and storage charging) over 24-hour periods. Solar supplies majority during daylight but storage then provides a sizeable chunk for first few hours of evening.

6 44 220

Reposted by Kate Mackenzie

Albert Pinto @70sbachchan.bsky.social · 8d

US has made an all-in bet on Fossil Fuels and AI. China on green tech. @katemac.bsky.social & I @parismarx.com podcast on how China's bet made Solar+batteries+EVs turn into business models of Coke cans-everywhere, cheap, accessible, satisfy the thirst for freedom.
techwontsave.us/episode/291_...

2 3 21

Kate Mackenzie @katemac.bsky.social · 12d

NEW! In our latest @thepolycrisis.bsky.social newsletter, Shreyas Shende asks whether or not India will accept Trump’s offer of being locked into a US-led carbon coalition or break free with its own green developmentalist growth model. www.phenomenalworld.org/analysis/ind...

India in the New Global Order

The future is triage on an uninsurable earth

www.phenomenalworld.org

6 18

Reposted by Kate Mackenzie

Avantika Goswami @aygoswami.bsky.social · 21d

Hyped for the next episode of Carbon Politics - @cseindia.bsky.social’s new video podcast - this time with @70sbachchan.bsky.social @katemac.bsky.social of @thepolycrisis.bsky.social about BRICS and climate action

Out here on Sept 28: www.cseindia.org/page/carbon-...

4 14

Kate Mackenzie @katemac.bsky.social · 22d

😉

Kate Mackenzie @katemac.bsky.social · 22d

There's been a tonne of interesting stuff to read on China's green export boom, developmental green industrial policy & even US energy transition politics in the past couple weeks; here is an annotated list from me & @70sbachchan.bsky.social
buttondown.com/polycrisisdi...

Many good things to read

The tipping point on energy in China, maybe the US?

buttondown.com

2 42 130

Kate Mackenzie @katemac.bsky.social · 22d

Should've tagged @noahjgordon.bsky.social, who wrote this along with David Mangalmurti (whom I can't find on here)

1 2

Kate Mackenzie @katemac.bsky.social · 23d

"The sun may not always shine and the wind may not always blow, but neither can they be halted by an embargo or balance-of-payments crisis." lines I wish I'd thought of
carnegieendowment.org/emissary/202...

How to Be an “Electrostate”

The term has two meanings, and policymakers risk picking the wrong one.

carnegieendowment.org

1 18 67

Kate Mackenzie @katemac.bsky.social · 27d

Yeah I think this is a big theme of “Breakneck”

1 1

Kate Mackenzie @katemac.bsky.social · Sep 14

Ha! I hope that wasn’t too annoying to experience 😊

1

Kate Mackenzie @katemac.bsky.social · Sep 14

It's been a huge week (year?) for digesting China's role in decarbonization and development. Here's the Polycrisis summary:
buttondown.com/polycrisisdi...

China China China

Also: the insurance-climate nexus

buttondown.com

3 14 36

Kate Mackenzie @katemac.bsky.social · Sep 13

Our entry point is not financial TBTF but the "climate-insurance" topic and what it really does & should signify.
We did go a little more meta than usual.

1 3

Kate Mackenzie @katemac.bsky.social · Sep 13

this is actually the framing we are pushing back against. this isn't really about assets and bubbles.

1

Reposted by Kate Mackenzie

Albert Pinto @70sbachchan.bsky.social · Sep 10

NEW: @thepolycrisis.bsky.social
Insurance and housing and climate.

We read 100s of articles/research this month to figure out just what the hell is going on! @katemac.bsky.social made a Bingo Card of all the narratives swirling around for your ummm...pleasure.
phenomenalworld.org/analysis/ins...

3 9 15

Reposted by Kate Mackenzie

Kate Mackenzie @katemac.bsky.social · Sep 11

As someone who knows a little about it, I regularly become exasperated at all the rabbit holes one can go down while thinking about climate & insurance. I sat through so many workshops & seminars where we talked through all of this stuff. But we rarely got to the big questions..

Insurance climate "bingo card" meme. Features things like "TRANSMIT SYSTEMIC RISK" , "mortgages require insurance" and "insurable universe shrinking". Cat models are so clever. etc etc. It's kinda dumb but I had to do it!

2 6 19

Reposted by Kate Mackenzie

Jonas Nahm @jonasnahm.com · Sep 12

1/ New report from @bentleyallan.bsky.social's Net Zero Policy Lab: As the US withdraws from green tech industries and pressures allies to follow suit, China is stepping in to power the developing world's energy transition. The scale is staggering.

www.netzeropolicylab.com/china-green-...

China Green Leap Outward — Net Zero Industrial Policy Lab

A new China Low Carbon Technology FDI Database

www.netzeropolicylab.com

11 270 490

Reposted by Kate Mackenzie

Olúfẹ́mi O. Táíwò @olufemiotaiwo.bsky.social · Sep 12

we might actually make headway on this climate crisis thing

Albert Pinto @70sbachchan.bsky.social · Sep 12

4/ New study from my @nzpolicylab.bsky.social lab: @davidfickling.bsky.social covers our report on Chinese overseas green manufacturing FDI. We spent the summer painstakingly coding every single chinese green factory across the world. The results are striking:
bloomberg.com/opinion/arti...

9 44 260

Reposted by Kate Mackenzie

miguelitopinto.bsky.social @miguelitopinto.bsky.social · Sep 11

There's a lot to be nervous about with how tumultuous things are, but there are some extremely positive things that will have huge effects in the coming decades. Energy sovereignty is one.

Bentley Allan @bentleyallan.bsky.social · Sep 10

‼️New study from my lab: proud to share not one but two Bloomberg articles covering our new report on Chinese outbound FDI. We spent the summer painstakingly coding investment across the global south. The results are striking:

4 9

Kate Mackenzie @katemac.bsky.social · Sep 12

Thankyou!

1

Reposted by Kate Mackenzie

RadReduction (Larry Edwards) @radreduction.bsky.social · Sep 11

Interesting read. At the bottom:

"The politics of insurance, Rebecca Elliot has argued, is ultimately about 'what is fair & valuable, what needs protecting and what should be let go, who deserves assistance and on what terms, and whose expectations of future losses are used to govern the present.'"

Kate Mackenzie @katemac.bsky.social · Sep 11

We finally FINALLY finished the big insurance piece. There's a LOT that is not in there. But I think we've got a few of the important bits.
TL;DR insurance is extremely interesting, but it's neither the climate problem nor the solution.
www.phenomenalworld.org/analysis/ins...

Insurance in the Polycrisis | Kate Mackenzie & Tim Sahay

The future is triage on an uninsurable earth.

www.phenomenalworld.org

2 5

Kate Mackenzie @katemac.bsky.social · Sep 11

'fraid not

1

Kate Mackenzie @katemac.bsky.social · Sep 11

As someone who knows a little about it, I regularly become exasperated at all the rabbit holes one can go down while thinking about climate & insurance. I sat through so many workshops & seminars where we talked through all of this stuff. But we rarely got to the big questions..

2 6 19