Anderson Lee
@andersonlee.bsky.social
Sustainable Finance at WRI Finance.
Interested in Climate Change, Politics, Economics, Finance, Foreign Policy. Still learning. Views my own. 🇺🇸🇧🇷🇰🇷
Interested in Climate Change, Politics, Economics, Finance, Foreign Policy. Still learning. Views my own. 🇺🇸🇧🇷🇰🇷
Reposted by Anderson Lee
The problem from their point of view is that rapid decarbonization requires public, collective decisions about the organization of production, in a way that threaten capital-owners' authority over both the production process and the political system.
November 10, 2025 at 4:20 PM
The problem from their point of view is that rapid decarbonization requires public, collective decisions about the organization of production, in a way that threaten capital-owners' authority over both the production process and the political system.
Reposted by Anderson Lee
This IMF paper finds that during and after the 2022 global inflation surge - largely driven by supply shocks - inflation outcomes in inflation-targeting countries were no better than in non-targeting countries, despite the former implementing more aggressive interest rate hikes.
November 4, 2025 at 7:44 AM
This IMF paper finds that during and after the 2022 global inflation surge - largely driven by supply shocks - inflation outcomes in inflation-targeting countries were no better than in non-targeting countries, despite the former implementing more aggressive interest rate hikes.
Reposted by Anderson Lee
BREAKING: The #StateOfClimateAction 2025 finds the world is failing to act fast enough to combat the climate crisis and secure a livable future, with no indicators of global climate action currently on track for 2030. 🌏🌡️
Read the report to learn more: bit.ly/4o6hPwm
Read the report to learn more: bit.ly/4o6hPwm
October 22, 2025 at 12:03 PM
BREAKING: The #StateOfClimateAction 2025 finds the world is failing to act fast enough to combat the climate crisis and secure a livable future, with no indicators of global climate action currently on track for 2030. 🌏🌡️
Read the report to learn more: bit.ly/4o6hPwm
Read the report to learn more: bit.ly/4o6hPwm
Interesting dataset of RE cost of capital across the world
www.nature.com/articles/s41...
www.nature.com/articles/s41...
October 10, 2025 at 3:52 PM
Interesting dataset of RE cost of capital across the world
www.nature.com/articles/s41...
www.nature.com/articles/s41...
Reposted by Anderson Lee
10 out of 13 grants awarded for domestic Heat Pump manufacturing (the IRA’s Heat Pump Defense Production Act Program) are also listed. 🔌⚡
Awards for Gradient, Mitsubishi, and York International appear to be safe.
Awards for Gradient, Mitsubishi, and York International appear to be safe.
Some additional info on the new list of axed DOE projects circulating.
- All 7 H2 Hubs
- All 13 IRA grants to convert at-risk auto plants to EV mfg
- 11 of 15 grants to speed domestic clean energy mfg in former coal communities
- 10 of 38 grants for battery materials
heatmap.news/politics/doe...
- All 7 H2 Hubs
- All 13 IRA grants to convert at-risk auto plants to EV mfg
- 11 of 15 grants to speed domestic clean energy mfg in former coal communities
- 10 of 38 grants for battery materials
heatmap.news/politics/doe...
Trump to Axe All 7 Hydrogen Hubs, Bucking Bipartisan Law
A new list of Department of Energy grants slated for termination will hit clean energy and oil majors alike, including Exxon and Chevron.
heatmap.news
October 7, 2025 at 10:53 PM
10 out of 13 grants awarded for domestic Heat Pump manufacturing (the IRA’s Heat Pump Defense Production Act Program) are also listed. 🔌⚡
Awards for Gradient, Mitsubishi, and York International appear to be safe.
Awards for Gradient, Mitsubishi, and York International appear to be safe.
Reposted by Anderson Lee
For 2 years of Israel’s genocide in Gaza, not one Palestinian voice has been featured on NBC, ABC or CNN’s Sunday shows.
@ahjohnson.bsky.social writes about how the U.S. media has debated Palestinians’ annihilation without letting a single Palestinian speak.
inthesetimes.com/article/gaza...
@ahjohnson.bsky.social writes about how the U.S. media has debated Palestinians’ annihilation without letting a single Palestinian speak.
inthesetimes.com/article/gaza...
In 2 Years of Gaza Genocide, Sunday Shows on NBC, ABC and CNN Have Not Featured a Single Palestinian Guest
In a microcosm of the U.S. coverage of Israel’s war on Gaza, since Oct. 7, 2023, influential Sunday news shows have not seen fit to book any Palestinians.
inthesetimes.com
October 7, 2025 at 5:37 PM
For 2 years of Israel’s genocide in Gaza, not one Palestinian voice has been featured on NBC, ABC or CNN’s Sunday shows.
@ahjohnson.bsky.social writes about how the U.S. media has debated Palestinians’ annihilation without letting a single Palestinian speak.
inthesetimes.com/article/gaza...
@ahjohnson.bsky.social writes about how the U.S. media has debated Palestinians’ annihilation without letting a single Palestinian speak.
inthesetimes.com/article/gaza...
China's central bank targeted lending facilities as part of industrial policy
www.cepweb.org/wp-content/u...
www.cepweb.org/wp-content/u...
October 7, 2025 at 3:33 PM
China's central bank targeted lending facilities as part of industrial policy
www.cepweb.org/wp-content/u...
www.cepweb.org/wp-content/u...
Reposted by Anderson Lee
Good background here from @tracyalloway.bsky.social and @weisenthal.bsky.social about why tech and AI companies are backing away from net zero commitments: there is no way to build Machine God quickly without natural gas.
podcasts.apple.com/us/podcast/j...
podcasts.apple.com/us/podcast/j...
James van Geelen on the Next Phase of the AI Buildout
Podcast Episode · Odd Lots · 10/06/2025 · 39m
podcasts.apple.com
October 6, 2025 at 5:53 PM
Good background here from @tracyalloway.bsky.social and @weisenthal.bsky.social about why tech and AI companies are backing away from net zero commitments: there is no way to build Machine God quickly without natural gas.
podcasts.apple.com/us/podcast/j...
podcasts.apple.com/us/podcast/j...
"At its peak, the RFC’s balance sheet dwarfed the combined balance sheets of Wall Street banks... By 1934, the RFC held voting rights in thousands of American firms and was the single largest investor in the country"
🏦 @stomarova.bsky.social's contribution to our latest #IP2025 report shows how ntl development banks fill financial & production market gaps to make IP projects faster & smarter.
She examines the Reconstruction Finance Corporation, which financed the New Deal. rooseveltinstitute.org/publications...
She examines the Reconstruction Finance Corporation, which financed the New Deal. rooseveltinstitute.org/publications...
October 3, 2025 at 6:45 PM
"At its peak, the RFC’s balance sheet dwarfed the combined balance sheets of Wall Street banks... By 1934, the RFC held voting rights in thousands of American firms and was the single largest investor in the country"
Using reasonable assumptions, "a $10 billion housing construction fund could generate somewhere in the order of 300,000 units by
leveraging $40 billion in private capital. A $50 billion housing construction fund could generate more than 1.5 million units."
publicenterprise.org/wp-content/u...
leveraging $40 billion in private capital. A $50 billion housing construction fund could generate more than 1.5 million units."
publicenterprise.org/wp-content/u...
October 3, 2025 at 5:09 PM
Using reasonable assumptions, "a $10 billion housing construction fund could generate somewhere in the order of 300,000 units by
leveraging $40 billion in private capital. A $50 billion housing construction fund could generate more than 1.5 million units."
publicenterprise.org/wp-content/u...
leveraging $40 billion in private capital. A $50 billion housing construction fund could generate more than 1.5 million units."
publicenterprise.org/wp-content/u...
The first point is an underrated reason for global south countries to scale renewables: by reducing fossil fuel imports dependence, their balances of payments improve, improve FX reserves, reduce inflationary pressures from energy imports and FX pressure. A virtuous cycle for further development.
He said:
-Renewables are key. Not bc Cabo Verde is a major emitter, but bc renewables protect from import dependence + inflation
-L&D needed. Last month an island of Cabo Verde received its normal annual rainfall in 4 hrs
-For small states, int’l cooperation the only way to make your voice heard
-Renewables are key. Not bc Cabo Verde is a major emitter, but bc renewables protect from import dependence + inflation
-L&D needed. Last month an island of Cabo Verde received its normal annual rainfall in 4 hrs
-For small states, int’l cooperation the only way to make your voice heard
October 2, 2025 at 9:18 PM
The first point is an underrated reason for global south countries to scale renewables: by reducing fossil fuel imports dependence, their balances of payments improve, improve FX reserves, reduce inflationary pressures from energy imports and FX pressure. A virtuous cycle for further development.
Trump kills EV tax credits > reduces EV demand > Ford EV business struggles > delays in the JV battery plant > $140mm electrolyte plant in Tennessee is now cancelled
www.kedglobal.com/batteries/ne...
www.kedglobal.com/batteries/ne...
Korea’s battery materials maker Enchem scraps $143 mn US plant plan - KED Global
Enchem Co., a South Korean battery materials maker, has scrapped its plan to invest $143 million to build a plant in the US due to the protracted downturn in t
www.kedglobal.com
October 2, 2025 at 7:56 PM
Trump kills EV tax credits > reduces EV demand > Ford EV business struggles > delays in the JV battery plant > $140mm electrolyte plant in Tennessee is now cancelled
www.kedglobal.com/batteries/ne...
www.kedglobal.com/batteries/ne...
"China’s model relies on 'a lot of state power, a lot of consumer power, but not very much financial investor benefit'"
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
China Road Trip Exposes List of Uninvestable Assets in the West
Venture capitalists in clean tech are starting to say out loud what they’ve suspected for a while: China’s dominance has left key sectors in the West uninvestable.
www.bloomberg.com
October 2, 2025 at 7:51 PM
"China’s model relies on 'a lot of state power, a lot of consumer power, but not very much financial investor benefit'"
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Through GuarantCo's partial credit guarantee (65%) of a green bond issuance by a renewable energy developer, the bond credit rating increased four notches to AA+
guarantco.com/news/indias-...
guarantco.com/news/indias-...
India’s first externally credit enhanced green bond issuance is guaranteed by GuarantCo
GuarantCo, part of the Private Infrastructure Development Group (PIDG), has provided a partial credit guarantee (65 per cent) for an up to INR 6.7 billion (c. USD 76.5 million) first green bond issuan...
guarantco.com
October 2, 2025 at 6:48 PM
Through GuarantCo's partial credit guarantee (65%) of a green bond issuance by a renewable energy developer, the bond credit rating increased four notches to AA+
guarantco.com/news/indias-...
guarantco.com/news/indias-...
"the largest banks in aggregate reported more fees from green deals than fossil fuel deals. In other words, the banks that 'bet' on the low-carbon transition netted more fees (USD613mn) from it than the banks that bet against it (USD544mn)."
anthropocenefii.org/blog/the-box...
anthropocenefii.org/blog/the-box...
October 2, 2025 at 4:18 PM
"the largest banks in aggregate reported more fees from green deals than fossil fuel deals. In other words, the banks that 'bet' on the low-carbon transition netted more fees (USD613mn) from it than the banks that bet against it (USD544mn)."
anthropocenefii.org/blog/the-box...
anthropocenefii.org/blog/the-box...
"Argentina has also long struggled to generate the foreign exchange needed to rebuild reserves and repay external debts ...a strong peso — intended to be an inflation anchor — has led to a deterioration in Argentina’s trade accounts and an erosion of Argentina’s reserves."
www.ft.com/content/5f4b...
www.ft.com/content/5f4b...
October 2, 2025 at 3:29 PM
"Argentina has also long struggled to generate the foreign exchange needed to rebuild reserves and repay external debts ...a strong peso — intended to be an inflation anchor — has led to a deterioration in Argentina’s trade accounts and an erosion of Argentina’s reserves."
www.ft.com/content/5f4b...
www.ft.com/content/5f4b...
"It’s a simple recipe, really: a scorching economic message delivered by political outsiders standing up to the powerful. The villains in this narrative are the elites at the top of a broken system ... Going back to a Bernie-2016-style campaign"
www.nytimes.com/2025/09/29/o...
www.nytimes.com/2025/09/29/o...
Opinion | Democrats Are in Crisis. Eat-the-Rich Populism Is the Only Answer.
www.nytimes.com
September 30, 2025 at 9:40 PM
"It’s a simple recipe, really: a scorching economic message delivered by political outsiders standing up to the powerful. The villains in this narrative are the elites at the top of a broken system ... Going back to a Bernie-2016-style campaign"
www.nytimes.com/2025/09/29/o...
www.nytimes.com/2025/09/29/o...
Reposted by Anderson Lee
TPG, the IFC, Gates and Bono trying doing well by doing good in healthcare. You won't believe what happened next.
A Private Equity Giant Took Over African Hospitals. Then the Complaints Rolled In
TPG told investors — including the World Bank, the Gates Foundation and Bono — that it would expand access to health care. Whistleblowers say it put profit ahead of patient safety.
www.bloomberg.com
August 26, 2025 at 1:20 PM
TPG, the IFC, Gates and Bono trying doing well by doing good in healthcare. You won't believe what happened next.
A really good read: analyzing the different sides of Bidenomics, what worked well, and presenting a vision forward.
Many good insights: "the capital stock and the capital stack of the economy largely define what jobs there are, and the kinds of goods and services that can be made and how."
Many good insights: "the capital stock and the capital stack of the economy largely define what jobs there are, and the kinds of goods and services that can be made and how."
August 25, 2025 at 4:30 PM
A really good read: analyzing the different sides of Bidenomics, what worked well, and presenting a vision forward.
Many good insights: "the capital stock and the capital stack of the economy largely define what jobs there are, and the kinds of goods and services that can be made and how."
Many good insights: "the capital stock and the capital stack of the economy largely define what jobs there are, and the kinds of goods and services that can be made and how."
Reposted by Anderson Lee
Eye of Sauron pivots from Brasilia to Seoul
*TRUMP: SEEMS LIKE A PURGE OR REVOLUTION GOING ON IN S. KOREA
*TRUMP ON S. KOREA: WE CAN’T HAVE THAT AND DO BUSINESS THERE
*TRUMP: SEEMS LIKE A PURGE OR REVOLUTION GOING ON IN S. KOREA
*TRUMP ON S. KOREA: WE CAN’T HAVE THAT AND DO BUSINESS THERE
August 25, 2025 at 1:22 PM
Eye of Sauron pivots from Brasilia to Seoul
*TRUMP: SEEMS LIKE A PURGE OR REVOLUTION GOING ON IN S. KOREA
*TRUMP ON S. KOREA: WE CAN’T HAVE THAT AND DO BUSINESS THERE
*TRUMP: SEEMS LIKE A PURGE OR REVOLUTION GOING ON IN S. KOREA
*TRUMP ON S. KOREA: WE CAN’T HAVE THAT AND DO BUSINESS THERE
Reposted by Anderson Lee
Africa Is Buying a Record Number of Chinese #SolarPanels - www.wired.com/story/africa... "Chad has imported enough solar panels to replace their country’s entire current power generation capacity." amazingly good news #renewables
Africa Is Buying a Record Number of Chinese Solar Panels
Energy-starved countries on the continent have reluctantly turned to coal and gas for decades. Cheap Chinese solar panels are now finally changing the calculus.
www.wired.com
August 21, 2025 at 3:16 PM
Africa Is Buying a Record Number of Chinese #SolarPanels - www.wired.com/story/africa... "Chad has imported enough solar panels to replace their country’s entire current power generation capacity." amazingly good news #renewables
Who is against building solar and wind energy?
www.pewresearch.org/science/2024...
www.mcgrawcenter.org/stories/acro...
www.pewresearch.org/science/2024...
www.mcgrawcenter.org/stories/acro...
August 18, 2025 at 2:41 PM
Who is against building solar and wind energy?
www.pewresearch.org/science/2024...
www.mcgrawcenter.org/stories/acro...
www.pewresearch.org/science/2024...
www.mcgrawcenter.org/stories/acro...
Several interesting remarks from banking professionals in this workshop on how banks actually engage with their clients on net zero.
It was under chatham house rule but I'm sure @ilmi.bsky.social was nodding emphatically on the 2nd point 😅
ccsi.columbia.edu/content/reth...
It was under chatham house rule but I'm sure @ilmi.bsky.social was nodding emphatically on the 2nd point 😅
ccsi.columbia.edu/content/reth...
August 13, 2025 at 5:27 PM
Several interesting remarks from banking professionals in this workshop on how banks actually engage with their clients on net zero.
It was under chatham house rule but I'm sure @ilmi.bsky.social was nodding emphatically on the 2nd point 😅
ccsi.columbia.edu/content/reth...
It was under chatham house rule but I'm sure @ilmi.bsky.social was nodding emphatically on the 2nd point 😅
ccsi.columbia.edu/content/reth...
Very interesting conversation, many insightful remarks.
"insurance is behaving as the adaptation policymaker of last resort."
"Actors in the financial industry who are doing adaptation 'correctly' are basically speculators sucking us dry."
"insurance is behaving as the adaptation policymaker of last resort."
"Actors in the financial industry who are doing adaptation 'correctly' are basically speculators sucking us dry."
August 13, 2025 at 4:09 PM
Very interesting conversation, many insightful remarks.
"insurance is behaving as the adaptation policymaker of last resort."
"Actors in the financial industry who are doing adaptation 'correctly' are basically speculators sucking us dry."
"insurance is behaving as the adaptation policymaker of last resort."
"Actors in the financial industry who are doing adaptation 'correctly' are basically speculators sucking us dry."