Nathaniel William Horadam
@horadam.bsky.social
Mostly energy, supply chains, and transportation. Toto enthusiast. Still a MENA student at heart.
Onward, Rocinante!
Onward, Rocinante!
Pinned
April 2025 battery electric vehicle sales in Europe-28. A few outlying trends at the brand level. www.jato.com/resources/me...
Been thinking a lot on current EV market dynamics, and would like to flesh out things in a bit more depth soon, but while others use framing like “between two waves,” I think the shift is more substantial and multifaceted.
I like to think we’re in middle of EV 2.5.
🔌💡🔌🚗
I like to think we’re in middle of EV 2.5.
🔌💡🔌🚗
The problem with the “Dems shouldn’t have caved” argument is it’s not clear what the ultimate objectives were.
In terms of timing, pain tolerance, or concessions. Like yeah, I would’ve waited a week…but what then if Rs still don’t budge?
It’s just a calculus of who takes the most political damage.
In terms of timing, pain tolerance, or concessions. Like yeah, I would’ve waited a week…but what then if Rs still don’t budge?
It’s just a calculus of who takes the most political damage.
1. Some amount of shutdown damage to the fed workforce and economy is probably irreversible.
2. Ds already “won” in terms of souring public opinion on Rs.
3. Nobody will pay a price in the midterm general election for caving.
4. Rs “winning” by not conceding on policy will actually hurt them.
2. Ds already “won” in terms of souring public opinion on Rs.
3. Nobody will pay a price in the midterm general election for caving.
4. Rs “winning” by not conceding on policy will actually hurt them.
November 10, 2025 at 6:18 PM
The problem with the “Dems shouldn’t have caved” argument is it’s not clear what the ultimate objectives were.
In terms of timing, pain tolerance, or concessions. Like yeah, I would’ve waited a week…but what then if Rs still don’t budge?
It’s just a calculus of who takes the most political damage.
In terms of timing, pain tolerance, or concessions. Like yeah, I would’ve waited a week…but what then if Rs still don’t budge?
It’s just a calculus of who takes the most political damage.
1. Some amount of shutdown damage to the fed workforce and economy is probably irreversible.
2. Ds already “won” in terms of souring public opinion on Rs.
3. Nobody will pay a price in the midterm general election for caving.
4. Rs “winning” by not conceding on policy will actually hurt them.
2. Ds already “won” in terms of souring public opinion on Rs.
3. Nobody will pay a price in the midterm general election for caving.
4. Rs “winning” by not conceding on policy will actually hurt them.
November 10, 2025 at 12:32 PM
1. Some amount of shutdown damage to the fed workforce and economy is probably irreversible.
2. Ds already “won” in terms of souring public opinion on Rs.
3. Nobody will pay a price in the midterm general election for caving.
4. Rs “winning” by not conceding on policy will actually hurt them.
2. Ds already “won” in terms of souring public opinion on Rs.
3. Nobody will pay a price in the midterm general election for caving.
4. Rs “winning” by not conceding on policy will actually hurt them.
It me.
“And so I end up just going, ‘I don’t need you to fucking rewrite what I’ve just written! Will you fuck off? Just fuck off! I’m so annoyed.’”
Emma Thompson on Microsoft CoPilot in Word.
Emma Thompson on Microsoft CoPilot in Word.
Emma Thompson speaks of her ‘intense irritation’ with AI
The actor and screenwriter told late night talkshow host Stephen Colbert that she took issue with Microsoft’s Copilot offering to rewrite her scripts for her
www.theguardian.com
November 10, 2025 at 10:05 AM
It me.
I don’t think they should cave with the “deal” currently on the table, but let’s be clear…”unmotivated Dems” isn’t what sunk Harris in Georgia.
Higher R turnout and slight swings among Hispanic and Asian voters, motivated primarily by progressive cultural overreach, did that.
Higher R turnout and slight swings among Hispanic and Asian voters, motivated primarily by progressive cultural overreach, did that.
I swear to god Warnock and Ossoff will find Georgia a very prickly place if they flip on this for nothing.
Ossoff especially needs strong Dem base support next year. Unmotivated Dems on the ground sunk Harris here.
Ossoff voting for the Riley act already has him on thin ice with many strong Dems.
Ossoff especially needs strong Dem base support next year. Unmotivated Dems on the ground sunk Harris here.
Ossoff voting for the Riley act already has him on thin ice with many strong Dems.
2/ The Senators who want to vote yes on basically any terms appear to be shaheen, Hassan, king and Fetterman. Slightly less clear but I think pushing that way are Peters and Durbin. You’ll note that four of these six are retiring. Others who seem on the fence include the two sens from Georgia and …
November 10, 2025 at 12:05 AM
I don’t think they should cave with the “deal” currently on the table, but let’s be clear…”unmotivated Dems” isn’t what sunk Harris in Georgia.
Higher R turnout and slight swings among Hispanic and Asian voters, motivated primarily by progressive cultural overreach, did that.
Higher R turnout and slight swings among Hispanic and Asian voters, motivated primarily by progressive cultural overreach, did that.
Absolute sickos content here.
November 9, 2025 at 9:08 PM
Absolute sickos content here.
The scene when I landed in NYC last night. Boy…the city really changed in just a few days!
November 9, 2025 at 9:45 AM
The scene when I landed in NYC last night. Boy…the city really changed in just a few days!
Sweet mother of G-d…
November 8, 2025 at 6:23 PM
Sweet mother of G-d…
Reposted by Nathaniel William Horadam
There are now nearly 40 aircraft waiting to depart JFK.
It's Saturday morning with absolutely no weather to speak of for probably a thousand miles.
It's Saturday morning with absolutely no weather to speak of for probably a thousand miles.
November 8, 2025 at 3:45 PM
There are now nearly 40 aircraft waiting to depart JFK.
It's Saturday morning with absolutely no weather to speak of for probably a thousand miles.
It's Saturday morning with absolutely no weather to speak of for probably a thousand miles.
I knew this was headed to a bad place when a White House official asked me in August if LPO could finance AI data centers.
Which I assumed meant the hyperscalers were asking the administration to be their bagholder of last resort, with little further appetite to fund these off their balance sheets.
Which I assumed meant the hyperscalers were asking the administration to be their bagholder of last resort, with little further appetite to fund these off their balance sheets.
November 6, 2025 at 6:45 AM
I knew this was headed to a bad place when a White House official asked me in August if LPO could finance AI data centers.
Which I assumed meant the hyperscalers were asking the administration to be their bagholder of last resort, with little further appetite to fund these off their balance sheets.
Which I assumed meant the hyperscalers were asking the administration to be their bagholder of last resort, with little further appetite to fund these off their balance sheets.
The PSC race blowouts will almost certainly cement a narrative that Georgians were fed up with high power bills and “threw the bums out."
I don’t think that’s actually why the races ended in blowout Dem wins, but there will be real policy repercussions in Georgia and possibly nationwide.
🔌💡
I don’t think that’s actually why the races ended in blowout Dem wins, but there will be real policy repercussions in Georgia and possibly nationwide.
🔌💡
November 5, 2025 at 5:01 PM
The PSC race blowouts will almost certainly cement a narrative that Georgians were fed up with high power bills and “threw the bums out."
I don’t think that’s actually why the races ended in blowout Dem wins, but there will be real policy repercussions in Georgia and possibly nationwide.
🔌💡
I don’t think that’s actually why the races ended in blowout Dem wins, but there will be real policy repercussions in Georgia and possibly nationwide.
🔌💡
Georgia voters hadn’t elected a Dem to state office since 2006, and just gave two of them 26-point margins over their Republican opponents in a bloodbath that spanned every county in the state.
Johnson: What happened last night was blue states and blue cities voted blue. We all saw that coming. No one should read too much into last night's election results. Off year elections are not indicative of what's to come. That’s what history teaches us.
November 5, 2025 at 3:29 PM
Georgia voters hadn’t elected a Dem to state office since 2006, and just gave two of them 26-point margins over their Republican opponents in a bloodbath that spanned every county in the state.
Good morning from the Blue Lagoon, where I now feel like a new man
November 5, 2025 at 10:46 AM
Good morning from the Blue Lagoon, where I now feel like a new man
“The measure of a society is the quality of its baked goods.” -Nathaniel Horadam
November 5, 2025 at 7:57 AM
“The measure of a society is the quality of its baked goods.” -Nathaniel Horadam
Just landed in Iceland after 5 hours with no Wifi available on the plane.
What’d I miss?
What’d I miss?
November 5, 2025 at 6:21 AM
Just landed in Iceland after 5 hours with no Wifi available on the plane.
What’d I miss?
What’d I miss?
DDHQ is already calling the Georgia PSC races, which means they’re not going to be particularly close.
Georgia GOP is going to be in full freakout mode after tonight. #gapol
Georgia GOP is going to be in full freakout mode after tonight. #gapol
November 5, 2025 at 12:46 AM
DDHQ is already calling the Georgia PSC races, which means they’re not going to be particularly close.
Georgia GOP is going to be in full freakout mode after tonight. #gapol
Georgia GOP is going to be in full freakout mode after tonight. #gapol
Reminder that no Democrat has won an election for state office in Georgia since 2006.
🍑
🍑
November 5, 2025 at 12:33 AM
Reminder that no Democrat has won an election for state office in Georgia since 2006.
🍑
🍑
Welp. Early indications are ticket-splitting in Georgia’s PSC races is “dozens of us” territory
November 5, 2025 at 12:25 AM
Welp. Early indications are ticket-splitting in Georgia’s PSC races is “dozens of us” territory
