Useful context in light of the EV tariff news: only two US EV models have sold more than 100,000 units on an annual basis: the Tesla Model 3 and Y.

There's a lot of space for legacy automakers to step up in the US EV market, but none has risen to Tesla's level (yet).

The Biden administration is preparing to raise tariffs on clean-energy goods from China in the coming days, with the levy on Chinese electric vehicles set to roughly quadruple wsj.com/economy/trade/… via The Wall Street Journal

Highly recommend this piece. Important to see climate analysis take the “polycrisis” political economy seriously beyond reductive “postneoliberal” cheerleading.

I wrote a somewhat weird one about America’s new economic ideology (which is real), the deteriorating geopolitical environment, and the inextricable links between climate policy and defense policy: heatmap.news/economy/china-…

Oh, no. pitchfork.com/news/steve-alb…

This is somewhat interesting but it depends on a few assumptions which I’m not sure are public. Net Power delivery would rely on properly sized equipment, I’m sure they bought some off the shelf pumps and compressors, you would have a better ratio of power generation/consumption.

Europeans love drinking water that tastes just slightly of yogurt, Americans love drinking water that tastes just slightly of swimming pool

Wow: Shift Key, the podcast I co-host with Robinson Meyer on the shift away from fossil fuels is now #1 in Apple Podcasts' rankings for US Business News!! If you haven't listened yet, find out why Shift Key is rising to the top of the charts here: heatmap.news/podcast