Graham Sinclair
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esgarchitect.bsky.social
Graham Sinclair
@esgarchitect.bsky.social
Long term investor. Sustainable investment strategist. Adjunct professor.
“The free market is cool until you need a regulated market.” - @marcaross.

Mundus sine caesaribus.
Be loud for America

#showyourstripes
#sustainability #strategy #investment #cdr
May differ is his tax returns.
Because [blah blah blah] so we are still waiting.
November 10, 2025 at 10:30 PM
Yes.

Any interest in collaborating on big food scan on promises kept/broken since 2019?

Exhibit x/n: General Mills claiming "recyclable granola bar wrappers in 2021, Kelloggs promising "recyclable" Pringles tubes in 2021, Mars promise of pollution cuts since 2020...
November 10, 2025 at 10:27 PM
Schiphol is in Amsterdam NL. These photos of Norway or Denmarklbusses driving where..?
November 10, 2025 at 10:09 PM
Twaddle. They will be crowing on their propaganda channels for hours, having got all they want, including the optics.

They have flooded all 3 chambers.

Government #epicfail is all theirs on their way to ensh*tification of being human in the US.
November 10, 2025 at 10:07 PM
Ask @kingsmillbond.bsky.social @ember-energy.org if he'd revise s.99 "Geopolitics - Does it enhance the independence and security of its user?" given explicit threats and tanking of [global] agreements by USA, KSA, etc, e.g. maritime fuels MARPOL by IMO, forcing EU to buy US fracked gas via tariffs?
November 10, 2025 at 9:59 PM
Does Mr Bond have alternative examples from "Investing in technology revolutions is always risky" s.98
- electrolysers
- direct air capture
- hydrogen for mobility
- 3D printers
- solar PV + battery
- batteries - LFP
- PV - perovskite
- 2 wheelers ICE vs BEV
November 10, 2025 at 9:55 PM
I agree the reframing of electricty/power as "in everything", but the diagram s.85 is incomplete w/o marking the state capture possible to profitable fossil fuels protagonists that pushes/cuts financing and/or opportunities to sectors; see Tr*mp tanking wind projects, then forcing coal to stay open?
November 10, 2025 at 9:51 PM
Any response to China offshoring their greentech manufacturing to diversify location risk e.g. "China’s Green Leap
Outward: The rapid scale-up of overseas Chinese clean-tech manufacturing investments"?

From s.70, "China is exporting the electrotech revolution to the world"
November 10, 2025 at 9:48 PM
Would like Mr Bond's response to the Australian policy initiative for '26 to force "free" retail energy during sunny daytime 3 hours when electricity prices go negative because of oversupply; from s.56 "Electrotech is small, modular and cheap, allowing for a lot of experimentation and learning"
November 10, 2025 at 9:44 PM
I assume s.46 ["We lose some two thirds of the energy we put into the system"] has created riots in certain boardrooms and listservs. Any anecdotes to share [spill the tea]?!
November 10, 2025 at 9:42 PM
Would add: "...at point where that energy drives a motor/process required by the party paying for it."

Add to "At its core, the energy system is about converting energy into useful forms as efficiently as possible..." s.45
November 10, 2025 at 9:41 PM