Sam Stephenson
@samdstephenson.bsky.social
Critical materials, energy transition, disruption & geo-politics researcher at the University of Cambridge.
Decided to rewatch the sequel trilogy after going on Rise of the Resistance at Disney and thinking oh this was cool, maybe it's better than I remember. It's amazing how they made such a good ride out of such as terrible trilogy
November 25, 2025 at 10:01 AM
Decided to rewatch the sequel trilogy after going on Rise of the Resistance at Disney and thinking oh this was cool, maybe it's better than I remember. It's amazing how they made such a good ride out of such as terrible trilogy
Reposted by Sam Stephenson
November 19, 2025 at 7:59 PM
Reposted by Sam Stephenson
11/ "The transition will happen with or without US participation. By withdrawing from these industries and blocking allies from Chinese partnerships, America risks becoming a bystander to the biggest economic transformation of our time."
Great thread on our report: bsky.app/profile/jona...
Great thread on our report: bsky.app/profile/jona...
9/ The US is ceding the industries of the future to China while asking allies to do the same. Meanwhile, developing countries - representing most of global energy demand growth - are getting the manufacturing capacity they need from China instead.
September 12, 2025 at 4:04 AM
11/ "The transition will happen with or without US participation. By withdrawing from these industries and blocking allies from Chinese partnerships, America risks becoming a bystander to the biggest economic transformation of our time."
Great thread on our report: bsky.app/profile/jona...
Great thread on our report: bsky.app/profile/jona...
PS you can think the CCP are an awful, oppressive, authoritarian party and still think this is a crazy take.
Particularly in light of the world that US, oil based hegemony has produced
Particularly in light of the world that US, oil based hegemony has produced
July 19, 2025 at 2:19 PM
PS you can think the CCP are an awful, oppressive, authoritarian party and still think this is a crazy take.
Particularly in light of the world that US, oil based hegemony has produced
Particularly in light of the world that US, oil based hegemony has produced
Reposted by Sam Stephenson
Geopolitical uncertaitny --> Hi Fossil fuel prices --> more countries breaking free of expensive hydrocarbons & dollar dependence
It'll all be very rapid in 2020s as local energy production machines (solar PV+Batteries+EVs) are getting cheaper and better thanks to China. bsky.app/profile/kate...
It'll all be very rapid in 2020s as local energy production machines (solar PV+Batteries+EVs) are getting cheaper and better thanks to China. bsky.app/profile/kate...
July 15, 2025 at 10:30 PM
Geopolitical uncertaitny --> Hi Fossil fuel prices --> more countries breaking free of expensive hydrocarbons & dollar dependence
It'll all be very rapid in 2020s as local energy production machines (solar PV+Batteries+EVs) are getting cheaper and better thanks to China. bsky.app/profile/kate...
It'll all be very rapid in 2020s as local energy production machines (solar PV+Batteries+EVs) are getting cheaper and better thanks to China. bsky.app/profile/kate...