@thomasaspencer.bsky.social
"What Is Intelligence" is a book of breathtaking ambition, threading together evolution, neuroscience and AI.
The book sometimes misses a beat, but you will not look on the world or the human mind in the same way after reading it. As close to a grand theory of intelligence as I have seen.
The book sometimes misses a beat, but you will not look on the world or the human mind in the same way after reading it. As close to a grand theory of intelligence as I have seen.
November 17, 2025 at 10:46 PM
"What Is Intelligence" is a book of breathtaking ambition, threading together evolution, neuroscience and AI.
The book sometimes misses a beat, but you will not look on the world or the human mind in the same way after reading it. As close to a grand theory of intelligence as I have seen.
The book sometimes misses a beat, but you will not look on the world or the human mind in the same way after reading it. As close to a grand theory of intelligence as I have seen.
A major uncertainty facing this year's WEO is the outlook for trade in low-emissions energy technologies.
We highlight growing exports, particularly from China, coexisting alongside heightened trade tensions, excess capacity, and falling profit margins for producers.
We highlight growing exports, particularly from China, coexisting alongside heightened trade tensions, excess capacity, and falling profit margins for producers.
November 13, 2025 at 12:22 PM
A major uncertainty facing this year's WEO is the outlook for trade in low-emissions energy technologies.
We highlight growing exports, particularly from China, coexisting alongside heightened trade tensions, excess capacity, and falling profit margins for producers.
We highlight growing exports, particularly from China, coexisting alongside heightened trade tensions, excess capacity, and falling profit margins for producers.
Today, we put out our World Energy Outlook. I am going to do a post a day for as long I still have interesting graphs to share (will be a while).
First up: IEA scenarios are not outliers compared to those of energy majors. There are many that see a peak for oil in the next decade or so.
First up: IEA scenarios are not outliers compared to those of energy majors. There are many that see a peak for oil in the next decade or so.
November 12, 2025 at 3:33 PM
Today, we put out our World Energy Outlook. I am going to do a post a day for as long I still have interesting graphs to share (will be a while).
First up: IEA scenarios are not outliers compared to those of energy majors. There are many that see a peak for oil in the next decade or so.
First up: IEA scenarios are not outliers compared to those of energy majors. There are many that see a peak for oil in the next decade or so.
Finally a genuinely good Indian restaurant in Paris. Don't ruin it now, French people!
November 4, 2025 at 10:23 PM
Finally a genuinely good Indian restaurant in Paris. Don't ruin it now, French people!
Coal use in China has dropped for the first half of the year.
September 25, 2025 at 5:56 AM
Coal use in China has dropped for the first half of the year.
From our annual Global Electric Vehicle Outlook, here's how the global market place for EVs stacks up.
Production dominated by China and to a lesser extent Europe, and trade is a small share of demand.
Historically, no substitute for a domestic market, if you want to grow EV your EV industry.
Production dominated by China and to a lesser extent Europe, and trade is a small share of demand.
Historically, no substitute for a domestic market, if you want to grow EV your EV industry.
May 26, 2025 at 1:22 PM
From our annual Global Electric Vehicle Outlook, here's how the global market place for EVs stacks up.
Production dominated by China and to a lesser extent Europe, and trade is a small share of demand.
Historically, no substitute for a domestic market, if you want to grow EV your EV industry.
Production dominated by China and to a lesser extent Europe, and trade is a small share of demand.
Historically, no substitute for a domestic market, if you want to grow EV your EV industry.
... and China is the leading refiner of nearly all of these strategic minerals, with an average market share of around 70%.
May 22, 2025 at 11:49 AM
... and China is the leading refiner of nearly all of these strategic minerals, with an average market share of around 70%.
40% of them have a topic producer accounting for more than half of global production ...
May 22, 2025 at 11:49 AM
40% of them have a topic producer accounting for more than half of global production ...
Out of these 20 strategic minerals, 75% have shown more price volatility than oil and half more price volatility than natural gas ...
May 22, 2025 at 11:49 AM
Out of these 20 strategic minerals, 75% have shown more price volatility than oil and half more price volatility than natural gas ...
This is the new economic map for the 21st century: a set of 20 critical minerals with key applications across energy, IT technology and robotics, advanced materials and aerospace.
Our new Global Critical Minerals Outlook analyses market concentration and price dynamics for these minerals.🧵
Our new Global Critical Minerals Outlook analyses market concentration and price dynamics for these minerals.🧵
May 22, 2025 at 11:49 AM
This is the new economic map for the 21st century: a set of 20 critical minerals with key applications across energy, IT technology and robotics, advanced materials and aerospace.
Our new Global Critical Minerals Outlook analyses market concentration and price dynamics for these minerals.🧵
Our new Global Critical Minerals Outlook analyses market concentration and price dynamics for these minerals.🧵
Today we @iea.org published our annual Global Critical Minerals Outlook. TLDR: innovation and rapid supply growth is putting a lid on minerals prices, but the longer-term outlook holds concern. And concentration has gotten worse, especially in refining.
www.iea.org/reports/glob...
www.iea.org/reports/glob...
May 21, 2025 at 2:54 PM
Today we @iea.org published our annual Global Critical Minerals Outlook. TLDR: innovation and rapid supply growth is putting a lid on minerals prices, but the longer-term outlook holds concern. And concentration has gotten worse, especially in refining.
www.iea.org/reports/glob...
www.iea.org/reports/glob...
A major take away from our Global Electric Vehicle Outlook is the rapid take off of EV sales in developing countries other than China. Several now have EV shares in total sales that surpass the shares seen in several developed countries. The growth in Viet Name, Indonesia and Brazil is noteworthy.
May 19, 2025 at 3:42 PM
A major take away from our Global Electric Vehicle Outlook is the rapid take off of EV sales in developing countries other than China. Several now have EV shares in total sales that surpass the shares seen in several developed countries. The growth in Viet Name, Indonesia and Brazil is noteworthy.
Today, we published our annual electric vehicle outlook. TLDR: EV sales grew 25% in 2024 and 35% in Q1-2025. One in five cars sold was electric. China led the way, with EVs accounting for nearly half of sales. Other developing countries saw a big surge, sales up 80%.
www.iea.org/reports/glob...
www.iea.org/reports/glob...
May 14, 2025 at 1:29 PM
Today, we published our annual electric vehicle outlook. TLDR: EV sales grew 25% in 2024 and 35% in Q1-2025. One in five cars sold was electric. China led the way, with EVs accounting for nearly half of sales. Other developing countries saw a big surge, sales up 80%.
www.iea.org/reports/glob...
www.iea.org/reports/glob...
EVs, natural gas powered vehicles and high speed rail and metros are substituting about 3.5 mb/d of Chinese oil demand. Demand for transport related oil products declined in 2024.
From our new commentary on China's oil demand for fuels: www.iea.org/commentaries...
From our new commentary on China's oil demand for fuels: www.iea.org/commentaries...
March 17, 2025 at 8:26 AM
EVs, natural gas powered vehicles and high speed rail and metros are substituting about 3.5 mb/d of Chinese oil demand. Demand for transport related oil products declined in 2024.
From our new commentary on China's oil demand for fuels: www.iea.org/commentaries...
From our new commentary on China's oil demand for fuels: www.iea.org/commentaries...
We at the IEA correctly called that China's oil demand would grow only marginally in 2024. This was one of the major reasons. Demand for oil products for fuels fell in 2024 (petchem continued to rise).
January 16, 2025 at 10:39 PM
We at the IEA correctly called that China's oil demand would grow only marginally in 2024. This was one of the major reasons. Demand for oil products for fuels fell in 2024 (petchem continued to rise).