Anderson Lee
@andersonlee.bsky.social
Sustainable Finance at WRI Finance.
Interested in Climate Change, Politics, Economics, Finance, Foreign Policy. Still learning. Views my own. 🇺🇸🇧🇷🇰🇷
Interested in Climate Change, Politics, Economics, Finance, Foreign Policy. Still learning. Views my own. 🇺🇸🇧🇷🇰🇷
Interesting dataset of RE cost of capital across the world
www.nature.com/articles/s41...
www.nature.com/articles/s41...
October 10, 2025 at 3:52 PM
Interesting dataset of RE cost of capital across the world
www.nature.com/articles/s41...
www.nature.com/articles/s41...
China's central bank targeted lending facilities as part of industrial policy
www.cepweb.org/wp-content/u...
www.cepweb.org/wp-content/u...
October 7, 2025 at 3:33 PM
China's central bank targeted lending facilities as part of industrial policy
www.cepweb.org/wp-content/u...
www.cepweb.org/wp-content/u...
Using reasonable assumptions, "a $10 billion housing construction fund could generate somewhere in the order of 300,000 units by
leveraging $40 billion in private capital. A $50 billion housing construction fund could generate more than 1.5 million units."
publicenterprise.org/wp-content/u...
leveraging $40 billion in private capital. A $50 billion housing construction fund could generate more than 1.5 million units."
publicenterprise.org/wp-content/u...
October 3, 2025 at 5:09 PM
Using reasonable assumptions, "a $10 billion housing construction fund could generate somewhere in the order of 300,000 units by
leveraging $40 billion in private capital. A $50 billion housing construction fund could generate more than 1.5 million units."
publicenterprise.org/wp-content/u...
leveraging $40 billion in private capital. A $50 billion housing construction fund could generate more than 1.5 million units."
publicenterprise.org/wp-content/u...
"the largest banks in aggregate reported more fees from green deals than fossil fuel deals. In other words, the banks that 'bet' on the low-carbon transition netted more fees (USD613mn) from it than the banks that bet against it (USD544mn)."
anthropocenefii.org/blog/the-box...
anthropocenefii.org/blog/the-box...
October 2, 2025 at 4:18 PM
"the largest banks in aggregate reported more fees from green deals than fossil fuel deals. In other words, the banks that 'bet' on the low-carbon transition netted more fees (USD613mn) from it than the banks that bet against it (USD544mn)."
anthropocenefii.org/blog/the-box...
anthropocenefii.org/blog/the-box...
"Argentina has also long struggled to generate the foreign exchange needed to rebuild reserves and repay external debts ...a strong peso — intended to be an inflation anchor — has led to a deterioration in Argentina’s trade accounts and an erosion of Argentina’s reserves."
www.ft.com/content/5f4b...
www.ft.com/content/5f4b...
October 2, 2025 at 3:29 PM
"Argentina has also long struggled to generate the foreign exchange needed to rebuild reserves and repay external debts ...a strong peso — intended to be an inflation anchor — has led to a deterioration in Argentina’s trade accounts and an erosion of Argentina’s reserves."
www.ft.com/content/5f4b...
www.ft.com/content/5f4b...
A really good read: analyzing the different sides of Bidenomics, what worked well, and presenting a vision forward.
Many good insights: "the capital stock and the capital stack of the economy largely define what jobs there are, and the kinds of goods and services that can be made and how."
Many good insights: "the capital stock and the capital stack of the economy largely define what jobs there are, and the kinds of goods and services that can be made and how."
August 25, 2025 at 4:30 PM
A really good read: analyzing the different sides of Bidenomics, what worked well, and presenting a vision forward.
Many good insights: "the capital stock and the capital stack of the economy largely define what jobs there are, and the kinds of goods and services that can be made and how."
Many good insights: "the capital stock and the capital stack of the economy largely define what jobs there are, and the kinds of goods and services that can be made and how."
Who is against building solar and wind energy?
www.pewresearch.org/science/2024...
www.mcgrawcenter.org/stories/acro...
www.pewresearch.org/science/2024...
www.mcgrawcenter.org/stories/acro...
August 18, 2025 at 2:41 PM
Who is against building solar and wind energy?
www.pewresearch.org/science/2024...
www.mcgrawcenter.org/stories/acro...
www.pewresearch.org/science/2024...
www.mcgrawcenter.org/stories/acro...
Several interesting remarks from banking professionals in this workshop on how banks actually engage with their clients on net zero.
It was under chatham house rule but I'm sure @ilmi.bsky.social was nodding emphatically on the 2nd point 😅
ccsi.columbia.edu/content/reth...
It was under chatham house rule but I'm sure @ilmi.bsky.social was nodding emphatically on the 2nd point 😅
ccsi.columbia.edu/content/reth...
August 13, 2025 at 5:27 PM
Several interesting remarks from banking professionals in this workshop on how banks actually engage with their clients on net zero.
It was under chatham house rule but I'm sure @ilmi.bsky.social was nodding emphatically on the 2nd point 😅
ccsi.columbia.edu/content/reth...
It was under chatham house rule but I'm sure @ilmi.bsky.social was nodding emphatically on the 2nd point 😅
ccsi.columbia.edu/content/reth...
Crazy there's not even a mention to Gaza or Israel on Samantha Power's exit interview with CFR.
In the FP interview, this is her answer to the question: "you wrote in your book 'my only regret is that I don't work at the State Department, so I can quit to protest policy.' So why didn't you quit?"
In the FP interview, this is her answer to the question: "you wrote in your book 'my only regret is that I don't work at the State Department, so I can quit to protest policy.' So why didn't you quit?"
August 12, 2025 at 10:22 PM
Crazy there's not even a mention to Gaza or Israel on Samantha Power's exit interview with CFR.
In the FP interview, this is her answer to the question: "you wrote in your book 'my only regret is that I don't work at the State Department, so I can quit to protest policy.' So why didn't you quit?"
In the FP interview, this is her answer to the question: "you wrote in your book 'my only regret is that I don't work at the State Department, so I can quit to protest policy.' So why didn't you quit?"
Housing experience in Korea includes massive supply of multi-family apartments but housing affordability is still an intractable issue. Likely better than many counterfactuals. Unclear if supply is enough to meet demand. Would be good to include Korea when comparing against US, Vienna, New Zealand.
August 12, 2025 at 9:55 PM
Housing experience in Korea includes massive supply of multi-family apartments but housing affordability is still an intractable issue. Likely better than many counterfactuals. Unclear if supply is enough to meet demand. Would be good to include Korea when comparing against US, Vienna, New Zealand.
Only China's green hydrogen cost comes close to brown hydrogen
August 12, 2025 at 5:41 PM
Only China's green hydrogen cost comes close to brown hydrogen
Green hydrogen production cost increased from $3-6/kg to $5-7/kg in 2024 due to costs in electrolyzer installation, clean electricity, financing, plant design adjustments needed to qualify for tax credit. Electrolyzer installation cost in 55% higher than predicted
www.canarymedia.com/articles/hyd...
www.canarymedia.com/articles/hyd...
August 12, 2025 at 5:32 PM
Green hydrogen production cost increased from $3-6/kg to $5-7/kg in 2024 due to costs in electrolyzer installation, clean electricity, financing, plant design adjustments needed to qualify for tax credit. Electrolyzer installation cost in 55% higher than predicted
www.canarymedia.com/articles/hyd...
www.canarymedia.com/articles/hyd...
"Whether energy developers are using full expensing or the conventional 5yr MACRS depreciation schedule, it is nearly impossible to capture the full value of depreciation ... Legislators should make depreciation for all energy related projects both fully refundable and eligible for elective payment"
August 12, 2025 at 5:00 PM
"Whether energy developers are using full expensing or the conventional 5yr MACRS depreciation schedule, it is nearly impossible to capture the full value of depreciation ... Legislators should make depreciation for all energy related projects both fully refundable and eligible for elective payment"
B bonds by IDB at larger size than B loans
August 12, 2025 at 3:22 PM
B bonds by IDB at larger size than B loans
More are coming to the same conclusion.
I have also found this pattern: "Talk to most CSOs and you find that they are increasingly happy to talk about business models but may be significantly less comfortable when it comes to discussing wider economic models."
I have also found this pattern: "Talk to most CSOs and you find that they are increasingly happy to talk about business models but may be significantly less comfortable when it comes to discussing wider economic models."
August 12, 2025 at 2:35 PM
More are coming to the same conclusion.
I have also found this pattern: "Talk to most CSOs and you find that they are increasingly happy to talk about business models but may be significantly less comfortable when it comes to discussing wider economic models."
I have also found this pattern: "Talk to most CSOs and you find that they are increasingly happy to talk about business models but may be significantly less comfortable when it comes to discussing wider economic models."
“When the three factors of trade in goods, trade in services, and the local sales of domestic enterprises' branches in the other country are taken into full account, it can be seen that the economic and trade benefits gained by China and the US are roughly balanced”
April 10, 2025 at 12:10 PM
“When the three factors of trade in goods, trade in services, and the local sales of domestic enterprises' branches in the other country are taken into full account, it can be seen that the economic and trade benefits gained by China and the US are roughly balanced”
“It’s hard at the moment to be a manufacturer in the U.S. given uncertainties on tariffs, tax credits and regulations,”
April 10, 2025 at 12:08 PM
“It’s hard at the moment to be a manufacturer in the U.S. given uncertainties on tariffs, tax credits and regulations,”
Where in the world is @ricksteves.bsky.social? Istanbul!
March 30, 2025 at 6:31 PM
Where in the world is @ricksteves.bsky.social? Istanbul!
China's agricultural production value: $1.6 trillion
US: $400 bn
Brazil: $200 bn
agpolicyreview.card.iastate.edu/winter-2023/...
US: $400 bn
Brazil: $200 bn
agpolicyreview.card.iastate.edu/winter-2023/...
March 17, 2025 at 4:20 PM
China's agricultural production value: $1.6 trillion
US: $400 bn
Brazil: $200 bn
agpolicyreview.card.iastate.edu/winter-2023/...
US: $400 bn
Brazil: $200 bn
agpolicyreview.card.iastate.edu/winter-2023/...
"An analysis of official figures suggests that almost 60% of the corporate earnings generated between 2022 and the third quarter of 2024 can be attributed to public-sector spending and investment."
www.wsj.com/economy/is-t...
www.wsj.com/economy/is-t...
March 13, 2025 at 8:51 PM
"An analysis of official figures suggests that almost 60% of the corporate earnings generated between 2022 and the third quarter of 2024 can be attributed to public-sector spending and investment."
www.wsj.com/economy/is-t...
www.wsj.com/economy/is-t...
When you know the Q&A will be good
February 24, 2025 at 6:09 PM
When you know the Q&A will be good
Chris Murphy can't help himself from his right-wing, hawkish framing.
One can explain Trump/Musk actions through Federalist society, Heritage, very American racism and right-wing tradition without using "doing the bidding" framing.
Is this the Dem-flavored "populism" that is on the way?
One can explain Trump/Musk actions through Federalist society, Heritage, very American racism and right-wing tradition without using "doing the bidding" framing.
Is this the Dem-flavored "populism" that is on the way?
February 3, 2025 at 3:02 AM
Chris Murphy can't help himself from his right-wing, hawkish framing.
One can explain Trump/Musk actions through Federalist society, Heritage, very American racism and right-wing tradition without using "doing the bidding" framing.
Is this the Dem-flavored "populism" that is on the way?
One can explain Trump/Musk actions through Federalist society, Heritage, very American racism and right-wing tradition without using "doing the bidding" framing.
Is this the Dem-flavored "populism" that is on the way?
"A planning bureaucracy alone is not enough... For a development plan to succeed, there must be a degree of structural economic coordination & control over investments and overarching public policies, which require a high level of political cohesion within the state and some form of social pact."
February 3, 2025 at 2:07 AM
"A planning bureaucracy alone is not enough... For a development plan to succeed, there must be a degree of structural economic coordination & control over investments and overarching public policies, which require a high level of political cohesion within the state and some form of social pact."
"Indonesian government officials said that China and the Middle East are more competitive in the bidding process for renewable projects than the IPG countries because they have lower financing rates."
insideclimatenews.org/news/0710202...
insideclimatenews.org/news/0710202...
December 14, 2024 at 12:39 AM
"Indonesian government officials said that China and the Middle East are more competitive in the bidding process for renewable projects than the IPG countries because they have lower financing rates."
insideclimatenews.org/news/0710202...
insideclimatenews.org/news/0710202...
Recent coups in Korea and Brazil share in common they were driven by brain rot from leadership believing their own right-wing propaganda.
This year we saw Vance, Musk, Trump with chronically online brain rot (pet eating)
Their minions are likely learning lessons from Korea/Brazil failed coups
This year we saw Vance, Musk, Trump with chronically online brain rot (pet eating)
Their minions are likely learning lessons from Korea/Brazil failed coups
December 13, 2024 at 11:29 PM
Recent coups in Korea and Brazil share in common they were driven by brain rot from leadership believing their own right-wing propaganda.
This year we saw Vance, Musk, Trump with chronically online brain rot (pet eating)
Their minions are likely learning lessons from Korea/Brazil failed coups
This year we saw Vance, Musk, Trump with chronically online brain rot (pet eating)
Their minions are likely learning lessons from Korea/Brazil failed coups