Ilmi
@ilmi.bsky.social
Climate fixer, finance wrangler, many-hat wearer, & Overton defenestrator. Hats: Sabin Center, Grantham Research Institute, Climate Technology Group, Adventure Capital, Carbon Tracker, CFRAC
Reposted by Ilmi
China's power sector emissions have been falling for the past 18 months, but it has taken extremely large additions of clean energy to achieve this. This year will highly likely see a record amount of clean power added, sufficient to drive emissions down well into next year.
November 11, 2025 at 6:35 AM
China's power sector emissions have been falling for the past 18 months, but it has taken extremely large additions of clean energy to achieve this. This year will highly likely see a record amount of clean power added, sufficient to drive emissions down well into next year.
Reposted by Ilmi
Emissions from power generation, construction materials, transportation and steel all fell in January-September, but two major obstacles to emission reductions in China stand out: the chemical industry and lack of progress on switching to electric steelmaking.
November 11, 2025 at 6:35 AM
Emissions from power generation, construction materials, transportation and steel all fell in January-September, but two major obstacles to emission reductions in China stand out: the chemical industry and lack of progress on switching to electric steelmaking.
Reposted by Ilmi
The CO₂ₑ emissions cuts since Paris are nothing to scoff at.
And more needs to be done. Much more. Early investments matters.¹
But the long-term trend is quite a bit better than the NYT/ClimateActionTracker pathways show.
¹ gwagner.com/scenarios
And more needs to be done. Much more. Early investments matters.¹
But the long-term trend is quite a bit better than the NYT/ClimateActionTracker pathways show.
¹ gwagner.com/scenarios
Early Investment in Decarbonization Can Help Save Trillions in…
A net-zero world by 2100 is likely inevitable, but the next decade will be critical for securing a livable future.
gwagner.com
November 7, 2025 at 8:38 PM
The CO₂ₑ emissions cuts since Paris are nothing to scoff at.
And more needs to be done. Much more. Early investments matters.¹
But the long-term trend is quite a bit better than the NYT/ClimateActionTracker pathways show.
¹ gwagner.com/scenarios
And more needs to be done. Much more. Early investments matters.¹
But the long-term trend is quite a bit better than the NYT/ClimateActionTracker pathways show.
¹ gwagner.com/scenarios
It's a classic conflation of "value destruction" (AI bubble goes pop) and "financial instability" (mortgage market on which whole banking system relied goes pop) here.
November 8, 2025 at 12:43 AM
It's a classic conflation of "value destruction" (AI bubble goes pop) and "financial instability" (mortgage market on which whole banking system relied goes pop) here.
But how many yimby urbanist climate / electrochemical materials production podcasts can one man do, David!?
November 3, 2025 at 8:35 PM
But how many yimby urbanist climate / electrochemical materials production podcasts can one man do, David!?
Reposted by Ilmi
The *size of the state is a residual in the process* because you can't know what the denominator you are working with ultimately is. But you can ensure that the system for funding your policy goals is efficient and robust, your goals are well-specified and that risks around them are monitored.
November 3, 2025 at 1:26 PM
The *size of the state is a residual in the process* because you can't know what the denominator you are working with ultimately is. But you can ensure that the system for funding your policy goals is efficient and robust, your goals are well-specified and that risks around them are monitored.
Reposted by Ilmi
For decades we have had climate technologies that save money now and climate technologies that are in need of commercialization. He was at the forefront of convincing everyone to focus on the ones that have a “green premium” which is just a “technology premium” that has nothing to do with green.
October 29, 2025 at 6:27 PM
For decades we have had climate technologies that save money now and climate technologies that are in need of commercialization. He was at the forefront of convincing everyone to focus on the ones that have a “green premium” which is just a “technology premium” that has nothing to do with green.
It seems like the most obvious play for them, but china's soft power relative to its role in global trade has been... strikingly weak? Compare, e.g., to South Korea.
November 1, 2025 at 2:19 PM
It seems like the most obvious play for them, but china's soft power relative to its role in global trade has been... strikingly weak? Compare, e.g., to South Korea.
Reposted by Ilmi
Still this: "I disliked Biden because [thing Trump did], and I missed Trump because [thing Biden did]. I voted for Trump again because I wanted [thing Harris promised], But I really hope that Trump doesn't [core Trump campaign promise]."
October 29, 2025 at 11:19 PM
Still this: "I disliked Biden because [thing Trump did], and I missed Trump because [thing Biden did]. I voted for Trump again because I wanted [thing Harris promised], But I really hope that Trump doesn't [core Trump campaign promise]."
Reposted by Ilmi
(5) Stop with the fucking “kitchen table issues!” Yes, people respond well to that line experimentally. But if they actually acted on it then Donald fucking Trump wouldn’t be president right now.
Try to have the faintest clue of what sort of apparatus his party network has actually built!
Try to have the faintest clue of what sort of apparatus his party network has actually built!
October 28, 2025 at 4:24 PM
(5) Stop with the fucking “kitchen table issues!” Yes, people respond well to that line experimentally. But if they actually acted on it then Donald fucking Trump wouldn’t be president right now.
Try to have the faintest clue of what sort of apparatus his party network has actually built!
Try to have the faintest clue of what sort of apparatus his party network has actually built!