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Jeremy Wallace

@jeremywallace.bsky.social

China, climate, stats, and cities. Johns Hopkins SAIS, Good Authority. No Kings.

19,924 Followers  |  2,192 Following  |  5,108 Posts  |  Joined: 10.05.2023  |  2.2681

Latest posts by jeremywallace.bsky.social on Bluesky

The communist government in Kerala state actually teamed up with a bunch of academics, including one of my colleagues, to try and get their poorer citizens access to disaster insurance with this sort of worry in mind. There's a write up of some of the ideas involved here:

philpapers.org/rec/BRACID

10.08.2025 13:01 β€” πŸ‘ 82    πŸ” 24    πŸ’¬ 1    πŸ“Œ 1

Trump's bottomlessly idiotic sabotage of the energy transition in the US could not be more succinctly summarized:

10.08.2025 12:08 β€” πŸ‘ 136    πŸ” 48    πŸ’¬ 2    πŸ“Œ 1
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Good morning with good news: Bulgaria skyrocketed its clean generation from ~54% in July 2015 to ~77% in July 2025!

How?

Nuclear was stable at ~36%.
Hydro fell from ~12% to 8%

Solar skyrocketed to 30.7% in July 2025 from 4.3% in July 2015. Solar nearly doubled from 17.7% in July 2024!
#energysky

10.08.2025 11:54 β€” πŸ‘ 32    πŸ” 9    πŸ’¬ 0    πŸ“Œ 0
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Why Rising Markups Hurt Innovation and Widen Inequality - ProMarket Over the past four decades, the United States has seen rising market power, slowing productivity growth, and deepening wealth inequality. In new research, Giammario Impullitti and Pontus Rendahl explo...

www.promarket.org/2025/03/19/w...

10.08.2025 11:40 β€” πŸ‘ 3    πŸ” 3    πŸ’¬ 0    πŸ“Œ 0

1/15 The Trump administration says it wants to bring manufacturing back to America and reindustrialize the US. But their trade policy does this by making foreign competition more expensive, not by helping American manufacturers compete with AI-powered production elsewhere.

08.08.2025 22:48 β€” πŸ‘ 30    πŸ” 15    πŸ’¬ 2    πŸ“Œ 3
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Highest demand day of the year in Texas, first time over 83,000 megawatts. Solar again providing a consistent, reliable 30% of demand; wind and solar combined are at ~50%. Plenty of extra power available, prices are low. No conservation alerts necessary. #txlege #txenergy

08.08.2025 21:31 β€” πŸ‘ 43    πŸ” 14    πŸ’¬ 1    πŸ“Œ 2

At least there is finally (and suddenly?) some attention getting paid to those issues…e.g. @billmckibben.bsky.social citing Saul Griffith & Andrew Birch here www.motherjones.com/environment/...

Me here: ilsr.org/articles/aus...

Etc!

06.08.2025 06:40 β€” πŸ‘ 5    πŸ” 2    πŸ’¬ 0    πŸ“Œ 0
Screenshot from US NREL's Spring 2025 Solar Industry Update report, https://docs.nrel.gov/docs/fy25osti/95135.pdf

It reads "The median system price of large-scale, utility-owned PV systems in 2024 was $1.51/Wacβ€”increasing about $0.1/W since 2018.
β€’ EnergySage reported that the median gross cost of stand-alone PV was $2.65/Wdc in the second half of 2024. "

Screenshot from US NREL's Spring 2025 Solar Industry Update report, https://docs.nrel.gov/docs/fy25osti/95135.pdf It reads "The median system price of large-scale, utility-owned PV systems in 2024 was $1.51/Wacβ€”increasing about $0.1/W since 2018. β€’ EnergySage reported that the median gross cost of stand-alone PV was $2.65/Wdc in the second half of 2024. "

But also these US-specific numbers are crazy! Utility-scale solar still costing over $1 per W(DC) in the US? Our global benchmark, relevant to most European markets with China and India maybe a bit cheaper, was $0.51/W(DC) for 2024. And modules are only about 20 cents per W more expensive in the US.

06.08.2025 06:20 β€” πŸ‘ 25    πŸ” 10    πŸ’¬ 4    πŸ“Œ 0

This is the US National Energy Laboratory (NREL)'s 1Q 2025 update on the US and global PV market, with some great data points. (California generated 32% of electricity from PV in 2024 though iirc some nuance in generation vs consumption due to imports).

docs.nrel.gov/docs/fy25ost...

06.08.2025 05:58 β€” πŸ‘ 60    πŸ” 16    πŸ’¬ 3    πŸ“Œ 0

Let me expand on points raised in this thread. A great bulk of the internal conduct of the federal govt is governed by admin procedures, norm or laws that have no criminal penalties attached to them. The use of IRS/tax payer info is a major exception to that. The law envisions various ways ...

09.08.2025 17:07 β€” πŸ‘ 496    πŸ” 127    πŸ’¬ 9    πŸ“Œ 1
an aerial view of Gaza City, showing widespread destruction and a landscape of severely damaged and destroyed buildings.

an aerial view of Gaza City, showing widespread destruction and a landscape of severely damaged and destroyed buildings.

We should never forget the suffering that resulted from the bombing of Hiroshima and Nagasaki 80 years ago. Oh wait, I’m told this is Gaza today.

09.08.2025 16:44 β€” πŸ‘ 379    πŸ” 135    πŸ’¬ 8    πŸ“Œ 4

really feels like housing affordability is one of the most important political issues of our time, affecting nearly every aspect of our lives, and everyday our mainstream political discourse is about whether sour cream is woke or not

09.08.2025 06:15 β€” πŸ‘ 11516    πŸ” 2168    πŸ’¬ 156    πŸ“Œ 119

I realize broad science-literacy problems cannot generally be solved just by shoving more facts at people but I really wish more people understood that the entire purpose and mechanism of a vaccine is to educate your OWN immune system, making it about the most "natural" medical intervention possible

08.08.2025 20:45 β€” πŸ‘ 7433    πŸ” 1941    πŸ’¬ 114    πŸ“Œ 54

I think the actual lesson of Cuomo is that he almost won anyway despite NYC being a left friendly electorate, Cuomo a disgraced sex pest failure and running one of the worst campaigns in history, because the media propped his candidacy up. A good measure of how much power the anti-left media has!

09.08.2025 15:02 β€” πŸ‘ 703    πŸ” 109    πŸ’¬ 16    πŸ“Œ 3
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Zohran leads a RIDICULOUS pace for the Bus vs Pedestrian race on 34th St. God I love this town.

08.08.2025 01:43 β€” πŸ‘ 3454    πŸ” 564    πŸ’¬ 119    πŸ“Œ 292
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Zohran for NYC Zohran Mamdani is running for Mayor to lower the cost of living for working class New Yorkers.

If you like petty bullying, obviously Cuomo is your candidate.

If you like affordable housing, support @zohrankmamdani.bsky.social

www.zohranfornyc.com

09.08.2025 13:04 β€” πŸ‘ 1531    πŸ” 185    πŸ’¬ 11    πŸ“Œ 7
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My statement on Trump’s mob boss move to extort $1 billion from UCLA (i.e., California taxpayers) & to try to force UCLA to adopt Trump’s bigoted policies.

Spoiler: The answer is no.

09.08.2025 14:51 β€” πŸ‘ 111    πŸ” 18    πŸ’¬ 6    πŸ“Œ 1

longtime listeners of my podcast will know that i am a total clint eastwood apologist. he's one of my favorite directors.

09.08.2025 14:36 β€” πŸ‘ 1753    πŸ” 58    πŸ’¬ 133    πŸ“Œ 10
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"I write about the 3 Americas: one built on AI speculation, one held together by healthcare, and one running on memes"
Brilliant &brooding piece by @kyla.bsky.social that runs a thread through the american shatterbelt
@katemac.bsky.social & I honored to be quoted!
kyla.substack.com/p/how-ai-hea...

07.08.2025 19:53 β€” πŸ‘ 33    πŸ” 8    πŸ’¬ 2    πŸ“Œ 1

Curtis Yarvin crap in the New York Times.

Not an op-ed with the built-in "useful to hear a variety of voices" defense, but the news section, using the language without explanation, as if it's a thing that makes sense.

09.08.2025 14:41 β€” πŸ‘ 297    πŸ” 76    πŸ’¬ 13    πŸ“Œ 4

One could extend this with ice breakers: trust falls and Canadian ships and such but this way was best

09.08.2025 14:42 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Handshake meme format

Left side: Europeans and their beverages

Right side: Americans who hate tyranny

Middle agreement: Fuck ICE

Handshake meme format Left side: Europeans and their beverages Right side: Americans who hate tyranny Middle agreement: Fuck ICE

morning conversations with my partner

09.08.2025 14:26 β€” πŸ‘ 149    πŸ” 24    πŸ’¬ 4    πŸ“Œ 1

"You can see the computer age everywhere but in the productivity statistics". --Solow, 1987

09.08.2025 14:18 β€” πŸ‘ 153    πŸ” 35    πŸ’¬ 4    πŸ“Œ 0
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EPA plans to end a program that makes solar power available to low-income Americans The Trump administration plans to end a $7 billion Biden-era program that helps low-income households get solar power.

The Solar for All program is a multi-billion dollar federal investment to help lower electricity costs & cut US energy poverty. The Trump Administration ended it. @carleysanya.bsky.social & I talked with @juliaradio.bsky.social & @jeffbradynews.bsky.social about it: www.npr.org/2025/08/08/n... πŸ”Œ πŸ’‘

09.08.2025 13:49 β€” πŸ‘ 252    πŸ” 131    πŸ’¬ 14    πŸ“Œ 6
Impressions of Ireland 

* Beautiful country
* Lovely people (really, the best)
* Too many cars on narrow lanes going too fast, and not enough of them are EVs
* A few drivers slow down to pass; some even give a whole lane (which is 1.5 m and the law)
* Too many cows 
* Could have more vegetarian food
* Well signed cycle ways on roads with 100 km/h speed limit and no shoulder 😬
* Windy, yet not many wind turbines.
* Challenging to take bikes on trains

Impressions of Ireland * Beautiful country * Lovely people (really, the best) * Too many cars on narrow lanes going too fast, and not enough of them are EVs * A few drivers slow down to pass; some even give a whole lane (which is 1.5 m and the law) * Too many cows * Could have more vegetarian food * Well signed cycle ways on roads with 100 km/h speed limit and no shoulder 😬 * Windy, yet not many wind turbines. * Challenging to take bikes on trains

My impression of Ireland after cycling around for a few days is that it’s a beautiful country with really lovely people. It’s too bad about the smell of cow poop and car exhaust.

Also, @hannahdaly.ie and her Dad are awesome.

08.08.2025 18:12 β€” πŸ‘ 236    πŸ” 20    πŸ’¬ 29    πŸ“Œ 2
Ford Reports Second Quarter 2025 Financial Results
β€’ Second-quarter revenue reached a record $50.2 billion; incurred a net loss of $36 million
as a result of special items
β€’ Adjusted EBIT was $2.1 billion, including $0.8 billion of adverse net tariff-related impacts;
operating cash flow was $6.3 billion, adjusted free cash flow was $2.8 billion
β€’ Company declares a third quarter regular dividend of 15 cents per share
β€’ Reinstated full-year 2025 guidance includes adjusted EBIT of $6.5 billion to $7.5 billion,
adjusted free cash flow of $3.5 billion to $4.5 billion, capital spending of about $9 billion,
and a net tariff-related headwind of about $2 billion
DEARBORN, Mich., July 30, 2025 – Ford Motor Co. (NYSE: F) today announced its second-
quarter 2025 financial results.

Ford Reports Second Quarter 2025 Financial Results β€’ Second-quarter revenue reached a record $50.2 billion; incurred a net loss of $36 million as a result of special items β€’ Adjusted EBIT was $2.1 billion, including $0.8 billion of adverse net tariff-related impacts; operating cash flow was $6.3 billion, adjusted free cash flow was $2.8 billion β€’ Company declares a third quarter regular dividend of 15 cents per share β€’ Reinstated full-year 2025 guidance includes adjusted EBIT of $6.5 billion to $7.5 billion, adjusted free cash flow of $3.5 billion to $4.5 billion, capital spending of about $9 billion, and a net tariff-related headwind of about $2 billion DEARBORN, Mich., July 30, 2025 – Ford Motor Co. (NYSE: F) today announced its second- quarter 2025 financial results.

so ford is operated at a loss last quarter despite record revenues because they took $800m in tariff charges in q2 (when tariffs were lower than now) - and ford is just one company.

this is getting quite bad now.
s205.q4cdn.com/882619693/fi...

08.08.2025 03:30 β€” πŸ‘ 1305    πŸ” 410    πŸ’¬ 39    πŸ“Œ 78
08.08.2025 03:34 β€” πŸ‘ 53    πŸ” 4    πŸ’¬ 3    πŸ“Œ 0

There’s a looming electricity crisis and costs are rising and the admin is putting up red tape to slow down and stop projects, on purpose. Seems bad imo.

07.08.2025 22:10 β€” πŸ‘ 50    πŸ” 16    πŸ’¬ 3    πŸ“Œ 0

I wish there were more people in energy who are there because of climate change.

08.08.2025 03:19 β€” πŸ‘ 32    πŸ” 2    πŸ’¬ 5    πŸ“Œ 0

Virtual deal

08.08.2025 03:27 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

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