Saon Ray
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saonray.bsky.social
Saon Ray
@saonray.bsky.social
GVCs |Low carbon growth |Trade policy| Financial inclusion|
Author of Global Cooperation & G20 Role of Finance Track &
Global Value Chains & the Missing Links

https://www.linkedin.com/in/saon-ray-7339b347/
Reposted by Saon Ray
In this issue of IiT, @saonray.bsky.social discusses India’s EV transition and the role of industrial policy in this sector, while drawing lessons from other countries in overcoming challenges for a robust electric mobility system.
May 12, 2025 at 6:25 PM
Reposted by Saon Ray
Because food prices have been rising faster than inflation and home prices have not been
April 9, 2025 at 3:47 AM
Reposted by Saon Ray
Piper Sandler: “The tariffs came in higher/worse than we’d expected, so we are lowering our 2Q real GDP estimate from 0% to -1%. And given where the big tariff hikes are concentrated -- China, Vietnam, Taiwan, etc.-- the risks to consumer inflation are much higher than initially thought.”
April 2, 2025 at 9:51 PM
Reposted by Saon Ray
Join us for an interesting conversation around where and how to place and think about green iron and steel in broader EU-(North Africa) Africa relations. Jan 15, 2025 at 9:30am (CET)
📅 Event next week! | Jan 15, 09:30 CET, Online

We are organising a webinar on the geography of green iron and steel and the opportunities for Europe and North Africa.

Register here 👉 bit.ly/4j7U4Sp
January 11, 2025 at 12:57 PM
Reposted by Saon Ray
Hurricanes, fires and other disasters caused $320bn in losses in 2024, or about a third more than the year before, highlighting the toll taken by climate change and property development in areas hit by extreme weather, the world’s largest reinsurance group said.

www.ft.com/content/76d1...
Catastrophes cost the world $320bn in 2024, reinsurer reports
Losses rise by 30 per cent as climate change takes its toll
www.ft.com
January 9, 2025 at 12:12 PM
Reposted by Saon Ray
Is there a link between #ClimateChange & increasing risk/severity of #wildfire in California--including the still-unfolding disaster? Yes. Is climate change the only factor at play? No, of course not. So what's really going on? [Thread] #CAfire #CAwx #LAfires iopscience.iop.org/a...
January 9, 2025 at 10:05 PM
Reposted by Saon Ray
"every fraction of a degree matters" is true as hell. In the same way that releasing CO2 hurts people and planet, avoiding its release saves us from potential harm

This isn't some saccharine 'hopeful' message: it's the hard, inarguable physical reality.

www.ipcc.ch/report/ar6/w...
November 17, 2024 at 8:57 AM
1/Thread

Our book "A Primer on Electric Vehicles in India: A Machine-Generated Literature Overview" is out. (with Deb Mukherji)
The book takes a value chain approach in its organization by discussing the upstream and the battery value chain.
A Primer on Electric Vehicles in India
This book presents the result of an innovative challenge, to create a systematic literature overview driven by machine-generated content
link.springer.com
December 28, 2024 at 8:13 AM
Reposted by Saon Ray
Best article I’ve seen about expectations from the next administration

www.noahpinion.blog/p/how-well-k...
How we'll know if Trump is going to sell America out to China
Keep an eye on the export controls. They are the key.
www.noahpinion.blog
December 15, 2024 at 4:41 AM
Reposted by Saon Ray
Compliance with DS582 panel report: The EU is using its Enforcement Regulation to pressure New Delhi to do away with the tariffs it levies on certain ICT products. India has to reply to the consultations by 10 February 2025 else face unilateral action. economictimes.indiatimes.com/news/economy...
EU pressures India to drop duty on some ICT products
The EU is pressuring India to remove import duties on certain ICT products, utilizing its Enforcement Regulation due to a stalled WTO dispute. India faces a February 10, 2025 deadline to respond or p...
economictimes.indiatimes.com
December 14, 2024 at 5:06 AM
During COP29, India, alongside other developing nations, expressed concerns about trade barriers related to climate policies, particularly focusing on Europe's planned CBAM.

I was quoted in this article by Kundan Pandey on CBAM and its implications for India

india.mongabay.com/2024/12/cop2...
COP29 debate highlights rising tensions over unilateral trade measures in climate policy
Unilateral trade measures (UTM), or actions taken by countries to restrict or alter trade practices based on environmental standards, are gaining momentum in climate negotiations, as seen in COP29 in ...
india.mongabay.com
December 10, 2024 at 1:42 PM
Reposted by Saon Ray
December 5, 2024 at 2:44 PM
Reposted by Saon Ray
Terry Pratchett was a wise and gifted writer!
December 3, 2024 at 6:21 PM
Reposted by Saon Ray
My shelves are overflowing with books. My closet can't fit any more clothes, most of which I haven't worn in years. My attic is filled to the brim.

All of the Black Friday shopping deals remind me that I'm drowning in stuff. Are you?
Do we really need more stuff?
A proposal for a recycled economy
robertreich.substack.com
November 30, 2024 at 2:32 AM
Reposted by Saon Ray
We saw how big corporations that gobbled up competitors over the years had the power to pad profits under the cover of inflation.

Trump's tariffs will likely be the next shock they'll happily pass onto consumers.

The result? A massive transfer of wealth to corporate America.
"We Will Pass Those Tariff Costs Back To The Consumer," Says CEO Of AutoZone. Here's A Look At Other Companies Raising Prices - Columbia Sportswear (NASDAQ:COLM), AutoZone (NYSE:AZO)
buff.ly
November 28, 2024 at 12:00 AM
Reposted by Saon Ray
NORWAY: “Despite winding back some tax benefits, EVs accounted for 94% of new car sales in October — almost 2x China’s rate — putting the country within reach of a goal to stop adding combustion engines next year.”

Norway is on the cusp of an all-EV car market. www.bloomberg.com/features/202...
This Is What the World’s First All-EV Car Market Looks Like
Norway is on the cusp of completing a transition away from combustion cars thanks to targeted incentives that made electrics an easy choice
www.bloomberg.com
November 29, 2024 at 12:38 AM
Reposted by Saon Ray
Economy and Space Vol. 56, No. 8 is now available online! It features a theme issue entitled "Entangled Chains of Value and Wealth in Contemporary Capitalism", edited by Jennifer Bair, Stefano Ponte, Leonard Seabrooke and Duncan Wigan.
Link and ToC below:

journals.sagepub.com/toc/epna/56/8
November 25, 2024 at 11:28 PM
Reposted by Saon Ray
Glad to see the @economyandspace.bsky.social special issue now published. @lottethomsendk.bsky.social @stefanoponte.bsky.social and I have a paper in it on how state (in)action shapes value and wealth chains in developing Singapore as gold hub. Open Access: journals.sagepub.com/doi/full/10....
Economy and Space Vol. 56, No. 8 is now available online! It features a theme issue entitled "Entangled Chains of Value and Wealth in Contemporary Capitalism", edited by Jennifer Bair, Stefano Ponte, Leonard Seabrooke and Duncan Wigan.
Link and ToC below:

journals.sagepub.com/toc/epna/56/8
November 26, 2024 at 9:42 PM
Reposted by Saon Ray
Isn’t it funny how the U.S. media is suddenly posting stories about the improving inflation picture now that the election is over? 🧐
November 26, 2024 at 2:01 PM
First post on this platform - look forward to lots of conversations
November 21, 2024 at 2:41 PM
Reposted by Saon Ray
We are failing our PhDs if as advisors do not share our experiences with failures in publishing as well - and the small nitty gritty things that can make a difference. Amazing how many PhDs were unaware of these at the PhD course we are teaching at CBS
November 21, 2024 at 7:03 AM