Taiwan says it expects no significant impact from China's new export controls on rare earth minerals, as it uses different rare earths in chip manufacturing (Ben Blanchard/Reuters)
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@tomhancock.bsky.social
China/economics etc, fmr Bloomberg/FT etc
Taiwan says it expects no significant impact from China's new export controls on rare earth minerals, as it uses different rare earths in chip manufacturing (Ben Blanchard/Reuters)
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The @metoffice.gov.uk use weather station observations to reconstruct changes in UK average temperature since 1884.
@copernicusecmwf.bsky.social produce the ERA5 reanalysis which reconstructs global weather every hour back to 1950 using a weather forecast model.
Their estimates agree. Just sayin'.
Something I've been thinking is that gross output is a qualitative measure, given it depends on a deflator which is based on qualitative judgement. Is that right?
02.10.2025 07:34 โ ๐ 2 ๐ 0 ๐ฌ 1 ๐ 0Belgium just flipped the switch on whatโs billed as mainland Europeโs largest battery storage project โ a big win for grid reliability and renewables.
ENGIE + Sungrow Europe have commissioned 100 MW/400 MWh at Vilvoorde (first phase of 200 MW/800 MWh due end-2025).
www.ess-news.com/2025/10/01/l...
๐ข Pessimistic social media posts may now be targets of a fresh crackdown by the Chinese government.
25.09.2025 22:16 โ ๐ 0 ๐ 1 ๐ฌ 0 ๐ 0A fantastic photo essay about photographing the vanishing Third Front factories of China.
01.10.2025 06:14 โ ๐ 18 ๐ 7 ๐ฌ 1 ๐ 0China, the worldโs largest carbon polluting nation, has announced a new climate fighting goal to cut emissions by 7% to 10% by 2035.
24.09.2025 18:50 โ ๐ 206 ๐ 42 ๐ฌ 8 ๐ 5๐ข The first treaty to protect marine diversity in international waters will come into force early next year after being ratified by the 60th nation, Morocco.
๐ ๆฌข่ฟๅ็ฅ้ฎ้ขใๆๅบๅปบ่ฎฎ
A United Nations Commission of Inquiry concluded that Israel has committed genocide in Gaza and that top Israeli officials, including Prime Minister Benjamin Netanyahu, had incited these acts reut.rs/46nAyvo
16.09.2025 08:06 โ ๐ 168 ๐ 85 ๐ฌ 15 ๐ 14China is expected to announce its new NDC by September 24, two sources told Reuters. #ParisAgreement #2035
www.reuters.com/sustainabili...
NEW | Chinaโs clean energy boom and rapid electrification are creating the conditions for a FOSSIL DECLINE at home and abroadโก
Fossil use in end-use sectors plateaued in 2015--while electricity use grew 65%, becoming central to ๐จ๐ณโs energy system.
https://loom.ly/psjqvhE
Was quoted in this nice SCMP piece on Chinese biotech www.scmp.com/economy/chin...
09.09.2025 09:02 โ ๐ 4 ๐ 0 ๐ฌ 0 ๐ 0The Kremlin released a video on Monday of Indian PM Narendra Modi holding hands with Russian President Vladimir Putin, who then joined China's Xi Jinping for what appeared to be a very convivial chat, on the sidelines of the SCO summit in Tianjin.
01.09.2025 07:19 โ ๐ 0 ๐ 1 ๐ฌ 0 ๐ 1China's revised Law on the Prevention and Control of Infectious Diseases [ไผ ๆ็
้ฒๆฒปๆณ] takes effect today. The revision was adopted in April to improve China's legal framework on epidemic response in light of COVID-19.
Here's our earlier coverage:
newsletter.npcobserver.com/p/april-2025...
#UPDATE The head of the international Red Cross has denounced Israel's plans for a mass evacuation of Gaza City ahead of a military takeover, insisting there was no way it could be done safely.
30.08.2025 10:03 โ ๐ 24 ๐ 17 ๐ฌ 1 ๐ 1NEW: The first evidence of a solar take-off in Africaโ๏ธโ๏ธ
x33 rise in Algeria solar panel imports in the 12 mths to June 2025, compared to previous 12 mths.
x8 in Zambia
x7 in Botswana
x6 in Sudan
x3 in each of Liberia, DRC, Benin, Angola, Ethiopia
๐งต
BREAKING: Israeli strikes on Nasser Hospital in Gaza killed at least 15 people, including three journalists, one of whom worked for Reuters, Palestinian health officials said reut.rs/45OFPfr
25.08.2025 08:34 โ ๐ 1096 ๐ 869 ๐ฌ 84 ๐ 116"in terms of issue attention and framing, the media tends to follow the lead of Congress and the President. The findings also indicate that Republican lawmakers exert greater influence on setting the China agenda in the media"
21.08.2025 19:32 โ ๐ 3 ๐ 0 ๐ฌ 0 ๐ 0#Wildfires in Spain have reached record emissions in just one week according to our #CopernicusAtmosphere data. Heatwaves & drought are fueling fires, forcing evacuations & worsening air quality hundreds of km away. ๐ฅ Read the article for details https://atmosphere.copernicus.eu/spain-below-average-record-wildfire-emissions-just-one-week
#Wildfires in Spain have reached record emissions in just one week according to our #CopernicusAtmosphere data. Heatwaves & drought are fueling fires, forcing evacuations & worsening air quality hundreds of km away. ๐ฅ Read the article for details
atmosphere.copernicus.eu/spain-below-...
Nice. So you don't see much of a role for the 2021 NSCAI report/Eric Schmidt?
16.08.2025 12:50 โ ๐ 1 ๐ 0 ๐ฌ 0 ๐ 0Only area I've seen AI clearly increasing corporate profitability is online advertising - 'AI' targeted ads do seem to drive more clicks www.techinasia.com/news/tencent...
16.08.2025 11:52 โ ๐ 2 ๐ 0 ๐ฌ 0 ๐ 0The adoption of EVs is surging in emerging markets, as affordable Chinese models help drive down prices
With rising Chinese EV imports, battery electric cars have reached price parity in Thailand & seen major price drops in Brazil & other markets โก๏ธ iea.li/4khAEd6
Beat sweetening www.thenation.com/article/arch...
15.08.2025 17:44 โ ๐ 2 ๐ 0 ๐ฌ 0 ๐ 0"Perhaps most striking is the Chinese planning systemโs reliance on a French-like macro-financial architecture: credit allocation on favourable terms to strategic sectors targeted by the plan and public ownership over systemically important financial institutions"
11.08.2025 21:40 โ ๐ 2 ๐ 1 ๐ฌ 0 ๐ 0โThis is an old chip that China already has and I deal with Jensen whoโs a great guy at Nvidia. The chip that weโre talking about, the H20, itโs an old chip. China already has it in a different form, different name, but they have it, or they have a combination of two will make up for it and even then some. Jensen also hasโ Jensenโs a very brilliant guy. And Jensen also has a new chip, the Blackwell. Do you know what the Blackwell is? The Blackwell is super duper advanced. I wouldnโt make a deal with that, although itโs possible Iโd make a deal, a somewhat enhanced in a negative way Blackwell, in other words take 30 percent to 50 percent off of it. But thatโs the latest and the greatest in the world. Nobody has it. They wonโt have it for five years, but the H20 is obsolete. You know itโs one of those things, but it still has a market. So I said listen I want 20 percent, if Iโm gonna approve this for you, for the country, for our country, for the USโ I donโt want it myself, you know every time I say likeโ 747, I want. I want, yeah, for the Air Force. So I just wantedโ So when I say I want 20, I want for the country. I only care about the country, I donโt care about myself. And he said will you make it 15. So we negotiated a little deal. So heโs selling a essentially old chip that Huawei has a similar chip, a chip that does the same thing. And I said good if Iโm going to give it to you, cause they have a, you know, they have a stopper, what we call a stopper, not allowed to do it, a restricted, itโs really known as a restrictive covenant. And I said if Iโm going to do that I want you to pay us as a country something cause Iโm giving you a release. I release them only on the H20. Now on the Blackwell, I think heโs coming to see me again about that. But that will be a un-enhanced version of the big one. Like I donโt know if you know we will sometimes sell fighter jets to a country and weโll give them 20 percent less than we have, you know what I mean right?โ
So you don't have to, I listened to Trump on H20s, Blackwell chips, taking 15%, and some fairly confused and confusing indications of his understanding of what these things are. From his press conference today.
11.08.2025 17:13 โ ๐ 4 ๐ 3 ๐ฌ 1 ๐ 1www.theguardian.com/education/20...
some thoughts on this to put it into perspective. first of all I don't doubt the problems described are real and solidarity with colleagues who have been harassed or silenced for their research. if you read the report, you'll see that they emailed 469 scholars
Israel claimed responsibility for killing five Al Jazeera staff in Gaza, including Anas al-Sharif, in a strike on their media tent outside al-Shifa Hospital, bringing the total journalists killed to 237 since the war began.
๐ด Follow our LIVE coverage: aje.io/1490et
Key line here "youโve chosen an institutional set-up where you canโt produce public money" www.newstatesman.com/business/eco...
09.08.2025 17:46 โ ๐ 2 ๐ 0 ๐ฌ 0 ๐ 0RBC economists using US census data report that 92% of Canadian exports crossed into US duty free in June as producers file the paperwork needed to assert USMCA compliance. Tariff paid by the remainder will go up as 35% tariff implemented for August.
www.rbc.com/en/thought-l...
We're close to a huge moment in the UK car market:
Chinese EV firm BYD is about to overtake Tesla