Quelle surprise! Power demand surges thanks to data centers (AI, cloud, crypto) and increasing share of EVs.
Recent Items
Thursday, May 8, 2025
Demand for Electricity Takes Off. US Power Generation by Source in 2024: Natural Gas, Coal, Nuclear, Wind, Hydro, Solar, Geothermal, Biomass, Petroleum
Topics: Energy markets, Environment, Global warming, Guest Post, Technology and innovation
Posted by Yves Smith at 1:44 am | 13 Comments »
2:00PM Water Cooler 2/26/2025
~ Today’s Water Cooler: Politics, syndemics; DOGE has a Palantir-friendly acting administrator; Gavin Newsome launches podcast; Problems with 737 FAA exemptions ~
Topics: Water Cooler
Posted by Lambert Strether at 2:00 pm | 74 Comments »
Trump Will End His Option of Walking Away from Project Ukraine with His Minerals Deal
The Trump-Ukraine minerals deal is on track, and with it, US commitment to continue to support Ukraine.
Topics: Commodities, Doomsday scenarios, Economic fundamentals, Legal, Politics, Russia
Posted by Yves Smith at 11:05 am | 79 Comments »
Links 2/26/2025
Topics: Guest Post, Links
Posted by Lambert Strether at 6:58 am | 139 Comments »
COVID-19 in Context: A Retrospective View
A look at the state of knowledge when Covid-19 started its spread, and some of the questionable choices made despite that.
Topics: Guest Post, Health care, Media watch, Pandemic, Science and the scientific method
Posted by Yves Smith at 6:54 am | 35 Comments »
US Secondary Sanctions “Have Seriously Damaged” Russia-China Bilateral Cooperation
Russian experts say US secondary sanctions are damaging Russia-China commerce. But their solutions don’t seem to be close to implementation.
Topics: China, Currencies, Economic fundamentals, Free markets and their discontents, Globalization, Guest Post, Payment system, Politics, Russia
Posted by Yves Smith at 6:33 am | 36 Comments »
The Frog or the Scorpion: Do Democrats Really Need to Ask Who Caused the Mess We’re In?
Yes, the Democrats really are hopeless.
Topics: Income disparity, Politics, Social policy, The destruction of the middle class
Posted by Yves Smith at 12:30 am | 102 Comments »
Announcing 2025 Water Cooler Fundraiser for Lambert’s Gold Retirement Watch (and Work Done in 2024)
My goal is 🌡️ 400 donors, the same as last year. If you can give a lot, give a lot. If you can only give a little, give a little. (You can also pay it forward by donating on behalf of those whose circumstances have not permitted them to do so.)
Topics: Guest Post, Notices
Posted by Lambert Strether at 3:25 pm | 55 Comments »
2:00PM Water Cooler 2/25/2025
~ Today’s Water Cooler: Politics, Syndemics ~
Topics: Water Cooler
Posted by Lambert Strether at 2:00 pm | 72 Comments »
America First Deepens World Stagnation
Quelle surprise! America First is another leg down in the developing-country-unfriendly policies the Collective West has pursued.
Topics: China, Dubious statistics, Economic fundamentals, Free markets and their discontents, Globalization, Guest Post, Income disparity
Posted by Yves Smith at 9:55 am | 20 Comments »
Links 2/25/2025
Topics: Links
Posted by Yves Smith at 6:58 am | 169 Comments »
Larry Ellison’s Dark Vision for OUR Future
One of the few things that the Trump 2.0 administration and Keir Starmer government have in common is the amount of influence Ellison seems to wield over them.
Topics: Guest Post
Posted by Nick Corbishley at 6:45 am | 46 Comments »
Hubert Horan: Can Uber Ever Deliver? Part Thirty-Five: What Drove Uber’s Recent $8 Billion P&L Improvement?
How did Uber achieved a $8 billion P&L improvement after losing $33 billion in its first 13 years? Misleading accounting plays a big role.
Topics: Dubious statistics, Economic fundamentals, Guest Post, Investment management, Investment outlook, Uber
Posted by Yves Smith at 5:58 am | 9 Comments »
Can Europe Resist Concessions to Russia in Trump’s Ukraine Agreement?
An uber neocon contends that Europe has found substitutes for Russian energy and so can and will increase sanctions on Russia.
Topics: Doomsday scenarios, Dubious statistics, Economic fundamentals, Energy markets, Europe, Globalization, Guest Post, Middle East, Politics, Russia
Posted by Yves Smith at 5:50 am | 31 Comments »
2:00PM Water Cooler 2/24/2025
~ Today’s Water Cooler: Politics, Syndemics; Trump and patrimonialism; Spooks stirring from slumber? Elon’s “five bullets” email debacle.HP performs minor act of de-enshittification ~
Topics: Guest Post, Water Cooler
Posted by Lambert Strether at 2:00 pm | 125 Comments »