Similar, though I think your BRICS+ vs US dialectic is more persuasive than his China + Europe vs US, Russia, and Saudi Arabia. The Saudis are surely hedging their bets, but they're materially shifting decisively towards China and BRICS. See: thecradle.co/articles/bla...

"By reducing its reliance on oil and embedding itself within Asia’s economic ascent, Riyadh is openly challenging the dominance of the western‑led energy system. The kingdom is no longer content to remain an oil exporter and is positioning itself as a supplier of electricity, hydrogen, and...."

"...a common churchman's error. She said the church was a broken compass. That our job always and forever was to refuse Apocalypse in all its forms and work cheerfully against it.” —Leif Enger, I Cheerfully Refuse

From his keynote lecture in Beijing, full text linked above, and previewed in the latest Chartbook: adamtooze.substack.com/p/chartbook-...

"We cannot feed 8-plus billion people by hunting and gathering. We feed them by intensive agriculture. We are going to provide the energy systems that we need in the same way. And this is what’s being made possible by the gigantic scale of solar and wind."

"What we’re essentially talking about is 𝐦𝐨𝐯𝐢𝐧𝐠 𝐚 𝐬𝐲𝐬𝐭𝐞𝐦 𝐟𝐫𝐨𝐦 𝐚 𝐡𝐮𝐧𝐭𝐞𝐫-𝐠𝐚𝐭𝐡𝐞𝐫𝐞𝐫 𝐦𝐨𝐝𝐞 𝐨𝐟 𝐞𝐧𝐞𝐫𝐠𝐲 𝐩𝐫𝐨𝐜𝐮𝐫𝐞𝐦𝐞𝐧𝐭—𝐰𝐡𝐢𝐜𝐡 𝐢𝐬 𝐰𝐡𝐚𝐭 𝐟𝐨𝐬𝐬𝐢𝐥 𝐟𝐮𝐞𝐥 𝐚𝐜𝐭𝐢𝐨𝐧 𝐢𝐬—𝐭𝐨 𝐚 𝐟𝐚𝐫𝐦𝐢𝐧𝐠 𝐦𝐨𝐝𝐞𝐥 𝐨𝐟 𝐟𝐮𝐞𝐥 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧. 𝐖𝐞’𝐫𝐞 𝐠𝐨𝐢𝐧𝐠 𝐭𝐨 𝐩𝐫𝐨𝐝𝐮𝐜𝐞 𝐩𝐨𝐰𝐞𝐫 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐚𝐦𝐞 𝐰𝐚𝐲 𝐚𝐬 𝐰𝐞 𝐩𝐫𝐨𝐝𝐮𝐜𝐞 𝐟𝐨𝐨𝐝....

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