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advait

@advaitarun.bsky.social

capital markets & energy finance @ Center for Public Enterprise β˜€οΈπŸ—οΈ β€’ fmr US Treasury β€’ bay area / dc β€’ advaitcore.substack.com.

4,894 Followers  |  1,240 Following  |  854 Posts  |  Joined: 22.08.2023
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Posts by advait (@advaitarun.bsky.social)

it's 100% true

03.03.2026 04:24 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

had a really good chuckle

03.03.2026 04:24 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Both of its users loved it

03.03.2026 01:49 β€” πŸ‘ 10    πŸ” 1    πŸ’¬ 2    πŸ“Œ 0

google+ circles was the only good social media design

03.03.2026 00:53 β€” πŸ‘ 44    πŸ” 3    πŸ’¬ 2    πŸ“Œ 1
Preview
US not planning to tap strategic reserve as Iran war risks oil surge Trump administration holding β€˜no discussions’ about using stockpiles to soothe energy markets

5: FT @jamiesmythft.bsky.social says US admin has no plans to utilise the SPR (massive emergency oil reserve that was well used in 2022 Ukraine spike). Baffling - but also,
as story notes, 20% of world supply hard to offset for long

01.03.2026 00:38 β€” πŸ‘ 9    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

Who is going to look good and bad on energy policy in the next week:

Good
- Japan: nuclear restarts exceedingly well timed, can do more.
- Australia: Leaning hard into batteries to push gas out of the bid stack is going to make things less ugly than 2022.
- Spain / Portugal etc: Same as Aus.

02.03.2026 00:44 β€” πŸ‘ 85    πŸ” 20    πŸ’¬ 2    πŸ“Œ 1

The imperial presidency was a mistake. It has led to destruction of clean air and water, mass death abroad, destruction of cancer research, and now illegal war.

We must re-empower Congress, the most democratic branch, and a strong civil service. We can. But that will require Supreme Court reform.

28.02.2026 14:16 β€” πŸ‘ 411    πŸ” 110    πŸ’¬ 11    πŸ“Œ 3

Every major disaster in this country over my lifetime has been self inflicted by right wing ideologues with just enough complicit or inert Democrats to enable or ratify them. That's why we've been on this doom trajectory for the last ~50 years and it'll keep getting worse if that doesn't change

28.02.2026 17:27 β€” πŸ‘ 5460    πŸ” 1245    πŸ’¬ 34    πŸ“Œ 26

It is crazy that the framing of this news alert nearly completely validates the Trump Administration's coked-up worldview without pushing back in any way

27.02.2026 19:06 β€” πŸ‘ 5    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Post image

I initially thought the Boy Scouts banned DEI children lol

But no, they’re banning DEI *programs* and ofc banning transgender kids

27.02.2026 19:04 β€” πŸ‘ 4    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
Preview
Energy Department Gives Southern Company Its Largest-Ever Loan On nuclear tax credits, BLM controversy, and a fusion maverick’s fundraise

Read here!
heatmap.news/am/southern-...

26.02.2026 16:10 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Our blogpost was featured in this morning's @heatmap.news AM newsletter alongside news about the LPO's loan to Southern Company.

Thanks @alexckaufman.bsky.social:

26.02.2026 16:10 β€” πŸ‘ 4    πŸ” 2    πŸ’¬ 2    πŸ“Œ 0
Preview
The path forward for nuclear tax credit monetization Nuclear developers have practical reasons to be concerned that the ITC, large as it is, cannot easily provide them with upfront construction-period support.

New blogpost from the @publicenterprise.bsky.social energy team: The investment tax credit CANNOT derisk new nuclear projects.

We explain why tax credits can't derisk project completion uncertainty and suggest one possible path forward: public nuclear?
publicenterprise.org/the-path-for...

25.02.2026 14:01 β€” πŸ‘ 20    πŸ” 8    πŸ’¬ 2    πŸ“Œ 2

vibe shift on twitter rn

25.02.2026 14:15 β€” πŸ‘ 11    πŸ” 3    πŸ’¬ 0    πŸ“Œ 0
But this isn’t just a regular account. Johnny MAGA appears to actually be a White House staffer named Garrett Wade who works for the Trump administration as a rapid response manager, helping to run the very same White House account his anonymous MAGA account amplifies. A phone number associated with Wade is linked to Johnny MAGA, according to a WIRED review of publicly available records, and the connection was confirmed by a source close to the White House.
Wade and the White House did not respond to requests for comment.

But this isn’t just a regular account. Johnny MAGA appears to actually be a White House staffer named Garrett Wade who works for the Trump administration as a rapid response manager, helping to run the very same White House account his anonymous MAGA account amplifies. A phone number associated with Wade is linked to Johnny MAGA, according to a WIRED review of publicly available records, and the connection was confirmed by a source close to the White House. Wade and the White House did not respond to requests for comment.

The Johnny MAGA account was created in September 2021, according to its X profile. (It originally used a different handle, which referenced Wade’s birth year, according to records reviewed by WIRED.) While the account’s earliest available posts focused on NFTs, it has been a consistent pro-Trump presence since at least 2022.
The operator of the Johnny MAGA account has not disclosed an official relationship with the White House while operating the Johnny MAGA X account. Multiple media outlets, including Mother Jones, TownHall, and the New York Post, have all linked out to posts on the Johnny MAGA account seemingly as organic reflections of public sentiment on political issues.

The Johnny MAGA account was created in September 2021, according to its X profile. (It originally used a different handle, which referenced Wade’s birth year, according to records reviewed by WIRED.) While the account’s earliest available posts focused on NFTs, it has been a consistent pro-Trump presence since at least 2022. The operator of the Johnny MAGA account has not disclosed an official relationship with the White House while operating the Johnny MAGA X account. Multiple media outlets, including Mother Jones, TownHall, and the New York Post, have all linked out to posts on the Johnny MAGA account seemingly as organic reflections of public sentiment on political issues.

This is very good reporting that sheds light on just how small the extremely pro-Trump online right really is. The online right is totally astroturfed. The White House's own staffers are running meme accounts to make them look more popular than they are. www.wired.com/story/a-whit...

25.02.2026 19:45 β€” πŸ‘ 4041    πŸ” 1393    πŸ’¬ 68    πŸ“Œ 95

vibe shift on twitter rn

25.02.2026 14:15 β€” πŸ‘ 11    πŸ” 3    πŸ’¬ 0    πŸ“Œ 0

Might be of interest to @robinsonmeyer.bsky.social @volts.wtf @stephenlacey.bsky.social @zeitlin.bsky.social @mariagallucci.bsky.social @cathfraser.bsky.social @evergreenaction.bsky.social @toddntucker.com @jigarshahdc.bsky.social @houseseec.bsky.social

25.02.2026 14:01 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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There are some great ideas emerging in the space, like the proposals for the ARC Act and Westinghouse's supply procurement facility. But, contrary to the hype, today's financing landscape can't support new nuclear.

Thanks @cthelala.bsky.social @buddyyakov.bsky.social:

25.02.2026 14:01 β€” πŸ‘ 2    πŸ” 2    πŸ’¬ 1    πŸ“Œ 0
Preview
The path forward for nuclear tax credit monetization Nuclear developers have practical reasons to be concerned that the ITC, large as it is, cannot easily provide them with upfront construction-period support.

New blogpost from the @publicenterprise.bsky.social energy team: The investment tax credit CANNOT derisk new nuclear projects.

We explain why tax credits can't derisk project completion uncertainty and suggest one possible path forward: public nuclear?
publicenterprise.org/the-path-for...

25.02.2026 14:01 β€” πŸ‘ 20    πŸ” 8    πŸ’¬ 2    πŸ“Œ 2

Sure it’s not popular atm. But this β€œrealism” people deploy which really just sounds like accepting whatever crap gets thrown your way without a sense that the political terrain is malleable (even if difficult to shift) just smacks of:

β€œHello I am here to give you an argument for the status quo”

25.02.2026 12:37 β€” πŸ‘ 5    πŸ” 2    πŸ’¬ 1    πŸ“Œ 0

I don’t disagree with the general thrust. But this:

β€œI am realistic enough to know that the argument for free university education no longer wins political traction”

How does this happen? You accept it and normalise it. There is no law of nature separating higher ed. from primary/secondary ed.

25.02.2026 12:33 β€” πŸ‘ 6    πŸ” 3    πŸ’¬ 2    πŸ“Œ 0
Preview
Public enterprise for a thriving economy In late 2025, the Sustainable Energy and Environment Coalition (SEEC) Institute released a Request for Information (RFI) seeking ambitious economic policymaking strategies that advance affordable and ...

In December, @publicenterprise.bsky.social submitted to the @houseseec.bsky.social Institute's Thriving Economy Project RFI.

Our submission is probably the best summary of what the CPE energy team has been working on these past two years.
publicenterprise.org/public-enter...

23.02.2026 14:12 β€” πŸ‘ 7    πŸ” 7    πŸ’¬ 1    πŸ“Œ 0

Imagine: it is 2026 and you are the Governor of California, which faces a difficult budget year and is struggling to align its climate policies with statutory targets.

What should you do? And why on earth is it "propose a new tax credit for aviation biofuels?"

24.02.2026 22:05 β€” πŸ‘ 57    πŸ” 16    πŸ’¬ 4    πŸ“Œ 3
Preview
Nvidia is everything good and bad about the US stock market in 2026 AI-driven shortage beneficiary? Check. Buyer of memory chips? Check. A market leader facing mounting competition in AI boom? Check....

Nvidia earnings preview here (Part 1)

sherwood.news/markets/nvid...

24.02.2026 12:10 β€” πŸ‘ 9    πŸ” 3    πŸ’¬ 3    πŸ“Œ 1
Preview
Finance in the Dark | Lenore Palladino | Finance in the Dark An opaque sector is reshaping the US. Only ambitious regulatory reform can check its power.

This is definitely worth a read. The New Deal financial regulatory system is mostly holes at this point. Patching it won't help much.
www.phenomenalworld.org/analysis/fin...

22.02.2026 03:15 β€” πŸ‘ 9    πŸ” 5    πŸ’¬ 0    πŸ“Œ 0
Excerpt from linked essay, increased presence of private equity in healthcare and housing

Excerpt from linked essay, increased presence of private equity in healthcare and housing

Reading @lenorepalladino.bsky.social on unregulated finance in @phenomenalworld.bsky.social
www.phenomenalworld.org/analysis/fin...

21.02.2026 13:31 β€” πŸ‘ 3    πŸ” 2    πŸ’¬ 0    πŸ“Œ 0

None of this would be here without @cthelala.bsky.social and @buddyyakov.bsky.social! They've built a crack program and this presentation only scratches the surface of what we're up to. There's more we haven't yet done on transmission and building decarb--that's for 2026!

23.02.2026 14:12 β€” πŸ‘ 4    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
Public enterprise for a thriving economy In late 2025, the Sustainable Energy and Environment Coalition (SEEC) Institute released a Request for Information (RFI) seeking ambitious economic policymaking strategies that advance affordable and ...

In December, @publicenterprise.bsky.social submitted to the @houseseec.bsky.social Institute's Thriving Economy Project RFI.

Our submission is probably the best summary of what the CPE energy team has been working on these past two years.
publicenterprise.org/public-enter...

23.02.2026 14:12 β€” πŸ‘ 7    πŸ” 7    πŸ’¬ 1    πŸ“Œ 0
Preview
Hierarchies of Storage from Electrons to Bits Grid hardware is a lot like computer hardware

Essential read for cleantech people! At @publicenterprise.bsky.social we have a similar problem in geothermal, where divergent next-gen techs claim the same "TAM" and where none of the startups can break into utility planning.
syncretica.substack.com/p/hierarchie...

20.02.2026 22:59 β€” πŸ‘ 8    πŸ” 2    πŸ’¬ 0    πŸ“Œ 0