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Connor Chung

@connorpchung.bsky.social
1.2K followers 802 following 44 posts

PhD student, MIT HASTS | prev Harvard, Cambridge, energy stuff IEEFA | bad takes my own hasts.mit.edu/students/connor-chung

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Connor Chung @connorpchung.bsky.social · 27/06/2025
As negotiations for a global plastics treaty continue, some questions have arisen over whether/how this agreement should take trade into account. Our piece on why the globalized and interconnected nature of monomer & polymer markets make trade provisions a necessity: ieefa.org/resources/tr...
ieefa.org
Trade measures a cornerstone to the success of global regulation to curb plastic pollution
Plastics, across its lifecycle, is a globalized, interconnected market, so a lack of strong trade provisions would limit the effectiveness of the objectives of the proposed binding agreement.
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Connor Chung @connorpchung.bsky.social · 03/04/2025
Tariffs are shaking energy markets. Some thoughts on what this means — and why this is only *part* of the fossil fuel sector's problems today ieefa.org/resources/oi...
ieefa.org
Oil producers face profit squeeze amid shifting policy landscape
• A recent survey reveals a dark mood in the fossil fuel sector, as tariff talk shakes industry confidence • Amid weak margins and rising costs, fossil fuel producers are facing a profit squeeze • The...
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Connor Chung @connorpchung.bsky.social · 26/03/2025
Remarkable comments from fossil fuel producers in the Dallas Fed's energy sector survey: (www.dallasfed.org/research/sur...)
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Connor Chung @connorpchung.bsky.social · 28/02/2025
So BP's in the news for walking back its climate commitments — and it's not exactly surprising. Here's what I wrote back in October, as the company telegraphed its rollback... ieefa.org/resources/bp...
ieefa.org
BP’s retreat is a reality check for investors
For several years, some major investors and analysts have looked to BP as an example of an energy company taking the global energy transition seriously
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Connor Chung @connorpchung.bsky.social · 19/02/2025
Climate action is facing political opposition around the world. So is this a saving grace for the traditional energy sector? My thoughts today in the @financialtimes.com's @sustainableviews.bsky.social: www.sustainableviews.com/fossil-fuels...
sustainableviews.com
Fossil fuels’ problems run deeper than politics
Dan Cohn and Connor Chung are energy finance analysts at the Institute for Energy Economics and Financial Analysis   As the fossil fuel industry continues to underperform investor expectations, it is ...
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Connor Chung @connorpchung.bsky.social · 27/01/2025
In wake of the invasion of Ukraine/emergence from Covid, fossil fuel companies turned in a few high-performing quarters. Going into 2024, they told investors that the good times were here to stay. So how has it worked out? My latest for IEEFA: ieefa.org/resources/an...
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Connor Chung @connorpchung.bsky.social · 17/12/2024
So the DOE’s long-awaited LNG export study is out. Some things that stood out to me on first read… (1/n) www.energy.gov/sites/defaul...
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Connor Chung @connorpchung.bsky.social · 10/12/2024
Enjoying a great conversation with Arnab over at the Other Place... x.com/ConnorPChung...
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Connor Chung @connorpchung.bsky.social · 09/12/2024
The @arnabdatta.bsky.social climate politics op-ed is well worth reading, regardless of what one agrees/disagrees with. But very puzzled by a few of its empirical claims — eg LNG exports actually raise domestic prices and volatility, not lower them as implied.
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Connor Chung @connorpchung.bsky.social · 24/10/2024
Analysts and investors have long described BP as an industry leader on climate. If this is how the best-in-class are behaving, probably time to revisit assumptions about the sector’s good faith. My latest for IEEFA: ieefa.org/resources/bp...
ieefa.org
BP’s retreat is a reality check for investors
For several years, some major investors and analysts have looked to BP as an example of an energy company taking the global energy transition seriously
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Connor Chung @connorpchung.bsky.social · 23/09/2024
Investors have traditionally seen engagement and divestment as mutually exclusive. But what if there's more nuance to the story? What if they can be partners not rivals when it comes to mitigating risk & driving change? New from me for IEEFA: ieefa.org/resources/en...
ieefa.org
Engagement and divestment: Shareholders transcend a false binary | IEEFA
The debate around fossil fuel investments once centered around engagement vs. divestment. But the experience of fiduciaries today is leading to another realization: It’s "and," not "or."
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Connor Chung @connorpchung.bsky.social · 13/02/2024
Thanks @davidrvetter.bsky.social for a great piece!
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Reposted by Connor Chung
Simon Evans @drsimevans.carbonbrief.org · 13/02/2024
I wondered if this was consistently true across time periods and it mostly is: See chart attached showing rolling five-year performance, with only a brief post energy-crisis period where fossil stocks did better than the rest
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Connor Chung @connorpchung.bsky.social · 09/02/2024
How is the energy transition impacting equity markets? As climate risk materalizes, what does that mean for the billions and billions that investors have bet on fossil fuels? Our new report, out today from IEEFA: ieefa.org/resources/pa... (Enjoy, EnergySky and ClimateSky friends 🔌💡!)
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Connor Chung @connorpchung.bsky.social · 30/11/2023
A little review I wrote of Erika Thompson's Escape from Model Land — an excellent book about what happens when mathematical modeling meets the real world: blogs.lse.ac.uk/lsereviewofb...
blogs.lse.ac.uk
Escape from Model Land: How Mathematical Models Can Lead Us Astray and What We Can Do about It – r...
In Escape from Model Land: How Mathematical Models Can Lead Us Astray and What We Can Do about It, Erica Thompson explores how mathematical models are used in contexts that affect our everyday live�...
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Connor Chung @connorpchung.bsky.social · 29/10/2023
Sharing here in case anyone's interested: The Harvard Center for History and Economics is launching a new interdisciplinary collaboration trying to understand the "why" behind sites of globally-important methane emissions. I'm on the editorial board, and would love to hear y'all's thoughts!
histecon.fas.harvard.edu
1800 Histories
The Joint Center for History and Economics
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