Partner and Founder, Kaya Partners. AI infrastructure, energy and growth.
London/ Washington/ Copenhagen
Joined March 2010
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Another excellent and thoughtful intervention from @SanderTordoir from the pugnacious team @CER_EU i have been to too many events to make the same arguments.. boggles my mind that we are still having them.
Fascinating question and response.
My first opportunity to ask Vladimir Putin a question since Russia’s full-scale invasion of Ukraine. It came at the end of the BRICS summit in Kazan. Producer @LizaShuvalova
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Another precise and useful perspective from @CER_Grant
I just spent a week in Beijing, for the first time in many years. A few thoughts. The war in Ukraine is creating huge strains in China's relations with the US and the EU. This is because the war has pushed China into closer alignment with Russia, Iran and DPRK. /1 @CER_EU
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Noting cancellations and paused projects. great work @_jay_turner and team. Any insight on reasons for cancellations?
Inflation Reduction Act + 19 months
My students at @Wellesley and I are tracking investments in the US electric vehicle supply chain.
Here is our post-I.R.A. tally for the US:
96 new projects
$84.8B in planned investments
54,739 new jobs
A short🧵
ALT Infographic showing investments in the US EV supply chain since the Inflation Reduction Act became law 19 months ago. 96 projects. $84.8 billion investments. 54,739 projected jobs.
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@ChiefExecCCC somewhat ironic that this gets released today… 🤨
This is a great report on long-duration energy storage (and excellent use of a thread for the highlights). @theCCCuk has fed in some evidence.
LDES is now one of the most interesting aspects of the energy transition - and central to our energy security.
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Great thread from @Adam_Grant_Bell which makes clear that government proposes not just to add new gas capacity, but to preference gas production in the CM at the expense of new tech. This looks both highly distortive and the inverse of what a clean grid requires..
I will look forward to more details, but as it stands this seems like a rather bad and distortive way of delivering this objective. Rather than higher cost gas being pushed out of merit, LDES will be instead. /17
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@antonioguterres and @DMiliband both highlighting this age of impunity, see Atlas link in David’s post
My thoughts on the great and growing age of impunity, tracked in an index for the first time in the Atlas of Impunity launched today at @MunSecConf.
In the @nytimes: nytimes.com/2023/02/17/opini…
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Given scale of Chinese exports coming in wind, solar and EV, this is just getting started… also relative competitiveness of China is being moved higher by deflation/ disinflation in China vs DM.
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Looking forward to reading and understanding what’s generalisable about your conclusions.. the credibility narrative rings true.
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Incredibly useful report on Prof Keen’s work and that of IOA/Exeter. The lack of realistic modelling and the risk of tipping points remains utterly under appreciated and a systemic risk.
Minsky moment: are pension assets at risk due to flawed climate analysis? netzeroinvestor.net/news-and…
A devastating critique from the ever-thoughtful @Shahinvallee surely a must read given the magnitude of events in France in recent days.
Protests against UK warehouse projects rise as demand for storage space rebounds on.ft.com/3PPl7Wa
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A striking statistic.
Rising corporate profits account for almost half the increase in Europe’s inflation over the past two years as companies increased prices by more than spiking costs of imported energy.
bit.ly/441jfya
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A wonderful piece by a wonderful man, honoured to have Pete on our advisory board for this past 18 months.
Pete Betts is a legend in climate negotiation. With months left to live, he tells @pilitaclark the lessons he wants to leave behind: on.ft.com/3p70nOF
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OPEC fighting learning curves as RE volumes surge.. this is going to be messy. I am not on the side of legacy tech.. huge changes coming.
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@FareedZakaria hoping that you find time to read this excellent thread. @michaelxpettis would be a superb guest to discuss with you this crucial insight and judgment.
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Almost everything Zakaria says here is wrong, and unanchored in any understanding of how the global balance of payments actually works. Like many people in Washington, Zakaria assumes (perhaps without realizing it) that the only things that should matter to the US are...
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Yet more mythbusting.. thanks @janrosenow
"Sure Europe buys less Russian gas but now they just sell it to China and India."
This often-made claim is clearly false as data by @creacleanair shows.
@EnergyMonitorAI @nichferris
energymonitor.ai/finance/wee…
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Excellent to see and sorry to miss Paris! @MiguelGilTertre
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Excellent detail. Refutes much of the ‘you got lucky’ narrative still being shared. Thanks @PZeniewski and @IEA
Read more here! iea.org/commentaries/europe-…
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