Keno Haverkamp
@kenohaverkamp.bsky.social
Research Associate at the IfM, University of Cambridge
PhD from UCL IIPP
Industrial Policy & Renewable Energy Transitions
PhD from UCL IIPP
Industrial Policy & Renewable Energy Transitions
Reposted by Keno Haverkamp
3/15 China focuses on "physical and industrial AI" rather than large language models. Xiaomi's fully automated dark factories can produce one smartphone per second. BYD surpassed Tesla in EV production using AI-driven manufacturing.
August 8, 2025 at 10:48 PM
3/15 China focuses on "physical and industrial AI" rather than large language models. Xiaomi's fully automated dark factories can produce one smartphone per second. BYD surpassed Tesla in EV production using AI-driven manufacturing.
Will try to join tonight!
May 29, 2025 at 9:51 AM
Will try to join tonight!
Same in Europe
According to the Fraunhofer Institute, canceled or delayed battery manufacturing projects in Europe now total around 700 GWh.
That’s over a third of the 2,000 GWh originally announced for 2030.
That’s over a third of the 2,000 GWh originally announced for 2030.
May 6, 2025 at 9:43 AM
Same in Europe
Reposted by Keno Haverkamp
Got the Spanish grid operator data on generation by source type working now too. Confirms the ENTSOE data that it remains solar/wind/hydro that is still operating. Nuclear/gas/coal remain basically offline for now - presumably tripped off when demand fell (or vice versa depending on the root cause).
April 28, 2025 at 12:48 PM
Got the Spanish grid operator data on generation by source type working now too. Confirms the ENTSOE data that it remains solar/wind/hydro that is still operating. Nuclear/gas/coal remain basically offline for now - presumably tripped off when demand fell (or vice versa depending on the root cause).
Reposted by Keno Haverkamp
What DOES work? Targeted investments via tax credits, subsidies and grants - like those in the IRA, CHIPS Act and Infrastructure Law. Factory construction has already doubled from 2019-2024. Strategic investment beats broad tariffs for boosting domestic production. 5/
March 27, 2025 at 3:34 PM
What DOES work? Targeted investments via tax credits, subsidies and grants - like those in the IRA, CHIPS Act and Infrastructure Law. Factory construction has already doubled from 2019-2024. Strategic investment beats broad tariffs for boosting domestic production. 5/