Tom Hancock
@tomhancock.bsky.social
China/economics etc, fmr Bloomberg/FT etc. still posting charts on LinkedIn
Reposted by Tom Hancock
Global investment in the energy transition climbed to a record $2.3 trillion in 2025, defying fears that the shifting political landscape and economic uncertainty would halt the world’s clean energy progress. Findings from a new BloombergNEF report with a gift link www.bloomberg.com/news/article...
Green Tech Investments Hit a Record $2.3 Trillion Last Year
Despite the surge, there are signs the energy transition isn’t gaining the momentum necessary to reach net-zero emissions.
www.bloomberg.com
January 26, 2026 at 1:55 PM
Global investment in the energy transition climbed to a record $2.3 trillion in 2025, defying fears that the shifting political landscape and economic uncertainty would halt the world’s clean energy progress. Findings from a new BloombergNEF report with a gift link www.bloomberg.com/news/article...
Reposted by Tom Hancock
"Single ship load of solar PV – which can ultimately deliver 170 terawatt hours of PV once installed, is now worth 120 coal carries, or 57 LNG tankers"
One ship load of solar PV is worth more to the grid than 100 ships of coal: IEA says fossil fuels losing race
One container ship of solar PV modules can make the same amount of electricity as 100 ships of coal, according to the IEA's latest report.
reneweconomy.com.au
January 23, 2026 at 5:51 AM
"Single ship load of solar PV – which can ultimately deliver 170 terawatt hours of PV once installed, is now worth 120 coal carries, or 57 LNG tankers"
Reposted by Tom Hancock
🚨 NEW RECORD | China exported a RECORD 455 GW equivalent of solar PV products in 2025 – about TWICE the total solar capacity in the US ☀️
🇨🇳's solar exports in 2025 grew 29% from 354 GW in 2024, with cell exports DOUBLING year-on-year.
Explore the data: https://loom.ly/QN9barE
🇨🇳's solar exports in 2025 grew 29% from 354 GW in 2024, with cell exports DOUBLING year-on-year.
Explore the data: https://loom.ly/QN9barE
January 21, 2026 at 3:05 PM
🚨 NEW RECORD | China exported a RECORD 455 GW equivalent of solar PV products in 2025 – about TWICE the total solar capacity in the US ☀️
🇨🇳's solar exports in 2025 grew 29% from 354 GW in 2024, with cell exports DOUBLING year-on-year.
Explore the data: https://loom.ly/QN9barE
🇨🇳's solar exports in 2025 grew 29% from 354 GW in 2024, with cell exports DOUBLING year-on-year.
Explore the data: https://loom.ly/QN9barE
Reposted by Tom Hancock
In a newly published paper, we find that in 2025 human emissions of greenhouse gases added around 23 billion trillion joules of heat to the world's oceans – 39 times as much as the annual energy produced by all human activity on Earth. link.springer.com/ar...
January 13, 2026 at 12:32 AM
In a newly published paper, we find that in 2025 human emissions of greenhouse gases added around 23 billion trillion joules of heat to the world's oceans – 39 times as much as the annual energy produced by all human activity on Earth. link.springer.com/ar...
Reposted by Tom Hancock
What urban areas in the world have the longest existing/under construction metro networks per capita?
In a quick analysis using Transit Explorer & EU GHS-UCDB 2024 data, the top urban areas are:
1—Chengdu
2—Hangzhou
3—Ningbo
4—Xuzhou
5—Stockholm
6—Zhengzhou
7—Singapore
8—Xi'an
9—Hamburg
10—Changsha
In a quick analysis using Transit Explorer & EU GHS-UCDB 2024 data, the top urban areas are:
1—Chengdu
2—Hangzhou
3—Ningbo
4—Xuzhou
5—Stockholm
6—Zhengzhou
7—Singapore
8—Xi'an
9—Hamburg
10—Changsha
January 12, 2026 at 10:04 PM
What urban areas in the world have the longest existing/under construction metro networks per capita?
In a quick analysis using Transit Explorer & EU GHS-UCDB 2024 data, the top urban areas are:
1—Chengdu
2—Hangzhou
3—Ningbo
4—Xuzhou
5—Stockholm
6—Zhengzhou
7—Singapore
8—Xi'an
9—Hamburg
10—Changsha
In a quick analysis using Transit Explorer & EU GHS-UCDB 2024 data, the top urban areas are:
1—Chengdu
2—Hangzhou
3—Ningbo
4—Xuzhou
5—Stockholm
6—Zhengzhou
7—Singapore
8—Xi'an
9—Hamburg
10—Changsha
Reposted by Tom Hancock
The latest Duke CFO survey shows that the vast majority of CFOs are seeing no impact from AI on labor productivity, decision-making speed, customer satisfaction, or time spent on high-value-added tasks
Torsten at Apollo
Torsten at Apollo
January 12, 2026 at 12:07 PM
The latest Duke CFO survey shows that the vast majority of CFOs are seeing no impact from AI on labor productivity, decision-making speed, customer satisfaction, or time spent on high-value-added tasks
Torsten at Apollo
Torsten at Apollo
Reposted by Tom Hancock
China said it has reached a deal with the European Union on exports of Chinese made electric vehicles to the bloc. The EU will be issuing guidelines on minimum pricing for Chinese auto exporters, the Commerce Ministry in Beijing said.
China says it has a deal with the EU on steps to resolve their dispute over EV imports
China says it has reached a deal with the European Union on exports of Chinese made electric vehicles to the bloc.
bit.ly
January 12, 2026 at 10:07 AM
China said it has reached a deal with the European Union on exports of Chinese made electric vehicles to the bloc. The EU will be issuing guidelines on minimum pricing for Chinese auto exporters, the Commerce Ministry in Beijing said.
Reposted by Tom Hancock
The Organization for Economic Cooperation and Development has finalized a deal exempting U.S. multinational corporations from paying more corporate taxes overseas.
US-based multinational companies will be exempt from global tax deal
The Organization for Economic Cooperation and Development has finalized a deal exempting U.S. multinational corporations from paying more corporate taxes overseas.
bit.ly
January 5, 2026 at 9:00 PM
The Organization for Economic Cooperation and Development has finalized a deal exempting U.S. multinational corporations from paying more corporate taxes overseas.
Reposted by Tom Hancock
Trump, Rubio & Miller are directing a foreign policy increasingly defined by big apparent violations of international law
Govt experts on that law are quitting or feeling silenced:
www.huffpost.com/entry/state-...
www.huffpost.com/entry/trump-...
For US personnel + US influence, huge risks here..
Govt experts on that law are quitting or feeling silenced:
www.huffpost.com/entry/state-...
www.huffpost.com/entry/trump-...
For US personnel + US influence, huge risks here..
State Department Experts Fear Retaliation For Questioning Trump And Rubio
“Imagine being afraid to provide what you think is appropriate legal advice," one former attorney told HuffPost.
www.huffpost.com
January 3, 2026 at 3:16 PM
Trump, Rubio & Miller are directing a foreign policy increasingly defined by big apparent violations of international law
Govt experts on that law are quitting or feeling silenced:
www.huffpost.com/entry/state-...
www.huffpost.com/entry/trump-...
For US personnel + US influence, huge risks here..
Govt experts on that law are quitting or feeling silenced:
www.huffpost.com/entry/state-...
www.huffpost.com/entry/trump-...
For US personnel + US influence, huge risks here..
Quite like this. Thinking about how to think about economics of structural transformation where formal models offer little help academic.oup.com/oxrep/articl...
January 1, 2026 at 4:54 PM
Quite like this. Thinking about how to think about economics of structural transformation where formal models offer little help academic.oup.com/oxrep/articl...
key line here "The requirements are relaxed for advanced chip production lines, where domestically developed equipment is not yet fully available" www.reuters.com/world/china/...
Exclusive: China mandates 50% domestic equipment rule for chipmakers, sources say
The mandate is one of the most significant measures Beijing has introduced to wean itself off reliance on foreign technology.
www.reuters.com
December 31, 2025 at 3:44 PM
key line here "The requirements are relaxed for advanced chip production lines, where domestically developed equipment is not yet fully available" www.reuters.com/world/china/...
Reposted by Tom Hancock
The affordability crisis is an inequality crisis. When prices spike in key sectors, it's not just inflation—it's a massive redistribution shock that hits poor households hardest.
In our **new working paper**, we identify the sectors that matter most. A thread 🧵
scholarworks.umass.edu/entities/pub...
In our **new working paper**, we identify the sectors that matter most. A thread 🧵
scholarworks.umass.edu/entities/pub...
December 8, 2025 at 8:42 PM
The affordability crisis is an inequality crisis. When prices spike in key sectors, it's not just inflation—it's a massive redistribution shock that hits poor households hardest.
In our **new working paper**, we identify the sectors that matter most. A thread 🧵
scholarworks.umass.edu/entities/pub...
In our **new working paper**, we identify the sectors that matter most. A thread 🧵
scholarworks.umass.edu/entities/pub...
Reminder that Beijing isn't all-powerful: ""It's a sensitive area ... But people who get cheap electricity are still mining." www.reuters.com/world/asia-p...
www.reuters.com
November 24, 2025 at 2:38 PM
Reminder that Beijing isn't all-powerful: ""It's a sensitive area ... But people who get cheap electricity are still mining." www.reuters.com/world/asia-p...
Reposted by Tom Hancock
The contrast with China is also interesting. Coal generation is also down so far this year in China, but electricity demand is still growing strongly.
robbieandrew.github.io/china/
robbieandrew.github.io/china/
November 21, 2025 at 2:13 PM
The contrast with China is also interesting. Coal generation is also down so far this year in China, but electricity demand is still growing strongly.
robbieandrew.github.io/china/
robbieandrew.github.io/china/
Reposted by Tom Hancock
Harvard's endowment now has almost $443 million invested in BlackRock's Bitcoin ETF
November 18, 2025 at 11:57 AM
Harvard's endowment now has almost $443 million invested in BlackRock's Bitcoin ETF
Reposted by Tom Hancock
Dani Rodrik in the NYT the other day with a pretty compelling argument about making service sector jobs into good jobs
www.nytimes.com/2025/11/10/o...
www.nytimes.com/2025/11/10/o...
November 17, 2025 at 12:10 AM
Dani Rodrik in the NYT the other day with a pretty compelling argument about making service sector jobs into good jobs
www.nytimes.com/2025/11/10/o...
www.nytimes.com/2025/11/10/o...
Its all subjective/positional of course, but this piece accords well with my own sense of the vibe in China right now sinocities.substack.com/p/visiting-c...
Ambition and Anxiety: Visiting China During the Age of AI
AI, Ambition, and Anxiety.
sinocities.substack.com
November 11, 2025 at 3:30 AM
Its all subjective/positional of course, but this piece accords well with my own sense of the vibe in China right now sinocities.substack.com/p/visiting-c...
Reposted by Tom Hancock
This paper shows: the 2022 energy crisis led to record global profits for fossil fuel companies. The US gained the most, with claims on US$301 billion, exceeding its US$267 billion investment in low-carbon energy. Half of profits went to the top1%, mainly through stock ownership
November 3, 2025 at 6:44 AM
This paper shows: the 2022 energy crisis led to record global profits for fossil fuel companies. The US gained the most, with claims on US$301 billion, exceeding its US$267 billion investment in low-carbon energy. Half of profits went to the top1%, mainly through stock ownership
Reposted by Tom Hancock
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)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
October 12, 2025 at 3:20 PM
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)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
Reposted by Tom Hancock
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'.
@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'.
October 6, 2025 at 9:03 AM
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'.
@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'.
Reposted by Tom Hancock
Belgium just flipped the switch on what’s billed as mainland Europe’s largest battery storage project — 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...
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...
October 2, 2025 at 6:46 AM
Belgium just flipped the switch on what’s billed as mainland Europe’s largest battery storage project — 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...
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...
Reposted by Tom Hancock
Reposted by Tom Hancock
A fantastic photo essay about photographing the vanishing Third Front factories of China.
I am a third-generation of the Third Front Movement. There’s a saying that captures the experience of families like ours: “First we devote our youth, then we devote our whole lives — in the end, even the futures of our children and grandchildren are tied to the cause.”
The Factory Workers Who Helped Build a Nation
A photographer strives to protect the memory of China’s Third Front Movement and the families who dedicated their lives to it.
www.sixthtone.com
October 1, 2025 at 6:14 AM
A fantastic photo essay about photographing the vanishing Third Front factories of China.