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Bobby McGee

@justanotherwordfor.bsky.social
370 followers 340 following 310 posts

Energy and the Energy Transition - solar, batteries, semiconductors, biofuels, O&G, refining, mining. Love to repost awesome charts.

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Reposted by Bobby McGee
David Roberts @volts.wtf · 16/10/2026
Which of these is not like the others?
US falls behind in EV vehicle sales.
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Katie Martin @katie0martin.ft.com · 13/10/2026
hahahah #fail
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Mark Chadbourn @chadbourn.bsky.social · 11/10/2026
Cut out and keep.
Handed Data Centres in Russia - 3 of 9 hit
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Matt Darling @besttrousers.bsky.social · 09/10/2026
Millennials are on a bit of a run right now.
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Andrew Gelston @agelston.bsky.social · 09/10/2026
Yah it’s been cheaper for almost 5 years now Made this in 2016 and my god it was accurate (educated guesses work)
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🦉sean sean sean🦉 @avesmaria.bsky.social · 07/10/2026
The intellectual gym, otherwise known as a library
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Matt Binder @mattbinder.bsky.social · 07/10/2026
the tech industry is about to invent books
Andrew Yeung 
@andruyeung
X.com
We created gyms because modern day work no
longer required physical activity. Without exercise,
our muscles atrophy.
I predict we'll need gyms for our brains too, once Al
starts doing our knowledge work.
10:53 PM • 10/4/26 • 1.3M Views
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Rude Law Dog @esghound.com · 04/10/2026
this is 90% of the problem with AI messaging. a bunch of computer touchers were told they were the smartest boys and were compensated in a manner that reflected it. then a huge part of their job was replaced by a beep boop robot (because programming *is* 1s and 0s via language) and they went insane
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Akshat Rathi @akshatrathi.bsky.social · 28/09/2026
Japan imports 99.9% of its oil. It has already cut oil consumption in half from its peak. It knows what it must do to go further: move from hybrids to pure electric. 🎁🔗 www.bloomberg.com/opinion/arti...
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Bobby McGee @justanotherwordfor.bsky.social · 20/09/2026
Recently heard at a conference that 15% of US adults are currently on a GLP-1. Thants insane. Some in the industry are saying obesity could be the last mass market drug indication. Personally I think there could be similarly huge markets for aging, cognative, or fitness treatments.
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Albert Pinto @70sbachchan.bsky.social · 18/09/2026
15/ The *scale* of the US investment in datacenters is staggering. Other countries are having similar conversations about the effect of AI on economic development, electricity and land etc but hard to compete with US financial sector & technological dominance of AI firms @katemac.bsky.social
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Simon Evans @drsimevans.carbonbrief.org · 16/09/2026
Here's the full slidedeck ember-energy.org/latest-insig...
ember-energy.org
The Age of Power | Ember
How the electrotech and information revolution are converging – and what this means for energy, markets and geopolitics
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Simon Evans @drsimevans.carbonbrief.org · 16/09/2026
ELECTRIFICATION: Really striking chart showing that three-quarters of final energy demand can now be electrified "economically" (ie at lower lifetime cost) – and 90% electrification is technically possible From the latest @ember-energy.org slidedeck by @kingsmillbond.bsky.social and colleagues
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Daniel Ahmad @zhugeex.com · 14/09/2026
Trump has only declared victory in the Iran war once this month. Concerning.
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Nate Tice @natetice.bsky.social · 15/09/2026
The Chiefs RBs had 197 combined rushing yards tonight, the 2nd-most rushing yards by a Chiefs RB room in a single game since Patrick Mahomes took over as starting QB in 2018. (per @trumedia.bsky.social)
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Scott Spratt @scottspratt.bsky.social · 15/09/2026
Yards gained on explosive runs (10+ yards): Kareem Hunt in 2025: 145 Isiah Pacheco in 2025: 117 Kenneth Walker tonight: 113
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Bobby McGee @justanotherwordfor.bsky.social · 15/09/2026
This is the best the Chiefs offense has looked in what? 3 years?
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Matthew Gertz @mattgertz.bsky.social · 09/09/2026
Just kind of assume Carney’s going to pick the maximally damaging moment for the GOP to cut off Canadian energy sales into the U.S…
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John Hanger @jrfhanger.bsky.social · 28/08/2026
Good morning with good news: Solar was the single largest source of electricity in European Union in July 2026! Solar was 24.8% of EU power in 7/2026, compared to 21.3% in 7/2025. Wind & solar were 39.1%. Solar rose 21% to 55.3 TWh from 45.8 TWh in 7/2025. It was vital in July heatwave #energysky
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Adam Bonica @adambonica.bsky.social · 24/08/2026
One reason vote-by-mail remains under attack by Republicans is because of who it helps turn out.
Two New York Times charts on Colorado's all-mail voting, from research by Adam Bonica, Jacob Grumbach, Charlotte Hill, and Hakeem Jefferson.

Top chart, "Which Coloradans benefited most from all-mail voting," shows the difference between actual and projected turnout in Colorado's 2018 election. By race: African-American voters gained about 11 percentage points, Asian about 9, Latino about 8, white about 7.5. By education: less than a high school diploma about 10 points, high school diploma, some college, and bachelor's degree about 9 each, graduate degree about 7. By household wealth: $0 to $5k gained about 11 points, with gains shrinking as wealth rises to about 6 points for households over $500k.

Bottom chart, "Mailing every Coloradan a ballot increased voting across all age groups," plots actual 2018 turnout against projected turnout without all-mail voting, by age from under 30 to 90. Actual turnout is higher at every age. The gap is widest for the youngest voters, roughly 14 points near age 30, and narrows to about 5 points for voters in their 70s and 80s. Generations labeled Millennials, Gen X, Boomers, Silent Generation.
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Andrew Dessler @andrewdessler.com · 27/08/2026
this is what the U.S. did to Germany in the 1930s. gift link: www.nytimes.com/2026/08/27/w...
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Joey Politano🏳️‍🌈 @josephpolitano.bsky.social · 27/08/2026
Official monthly data is in today, and US solar power generation hit a new record high, up 20% compared to this time last year!
a graph of US monthly solar generation
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David Roberts @volts.wtf · 27/08/2026
Genuinely abundant, cheap, accessible energy has vastly more liberatory potential than AI, for vastly more people -- especially more poor people. Which, I guess, is your answer.
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Danielle Ryan (Lestat Era) @danirat.bsky.social · 26/08/2026
I think another lesson to take from the loss of both Dolly and Tim Curry is that neither of them took themselves seriously but they took the work dead serious that's the most important thing pour all of yourself into the craft but have fun and don't get an ego.
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Albert Pinto @70sbachchan.bsky.social · 26/08/2026
Thread: The enormous unprecedented SCALE of the American AI investment boom is "crowding out" investment going into any other sector of the economy. At this point in mid 2026, it is literally sucking away all factors of production -capital, land, labour, knowledge, ecology. @katemac.bsky.social
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Dan Nexon @dhnexon.net · 26/08/2026
In 2015, if you asked me the major “legacy” power-political advantages the U.S. had, I would’ve said: - unprecedented alliance network; - experienced military w/ strong mechanisms for cultivating human capital; - extensive, institutionalized diplomatic capital; - immigration & reverse brain drain
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Kevin M. Kruse @kevinmkruse.bsky.social · 25/08/2026
It's so weird that Dolly Parton used her money to help ordinary people in a thousand different meaningful ways *and* lived an incredibly happy fulfilled life, almost like there's some sort of connection between the two. Anyway, let me read about another AI CEO poisoning a town for shits and giggles
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Commercial Solar Guy @commercialsolarguy.com · 26/08/2026
Capacity density (MW/acre): +250% vs fixed south facing +300% vs single axis tracker Panel efficiency (kWh/watt): Down 15% vs fixed Down 35% vs tracker Generation density (kWh/acre): Up 212% vs fixed Up 195% vs tracker Price ($/W): Erthos: $0.70 Fixed: $1.00 Tracker: $1.10
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Dan "Mr. Bones and Me" Greene @dmgreene.bsky.social · 21/08/2026
Did you guys catch Anduril founder Trae Stephens on the Goop podcast on our modern defense system
goop.com
Anduril Founder Trae Stephens on Our Modern Defense System | goop
Gwyneth sits down with Trae Stephens, co-founder of AI defense company Anduril, for a conversation about their core mission as new technology reshapes our defense system.
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Bobby Kogan @bbkogan.bsky.social · 19/08/2026
You can’t talk about debt without talking about how we got into a bad predicament, and there’s only one correct answer: tax cuts enacted this century
U.S. debt is on track to reach historic levels
Debt held by the public as a percentage of the gross domestic product, 1792-2055
- Historical - • Projected → Without Bush and Trump tax cuts
187.55%
180%
160
140
120|
100
80
99.38%
60
• 47.85%
40
20
0
1800|
1820 1840 1860|
1880
1900 1920 1940|
1960|
1980 2000 2020 2040|
Hover or click to see values.
• Notes:
Source: Authors' calculations using data from the Congressional Budget Office, the Joint Committee on Taxation, the U.S. Office of Management and Budget, the U.S. Census Bureau, the Federal Reserve, the Yale Budget Lab, the Center on Budget and Policy Priorities, and the Committee for a Responsible Federal Budget. A full list of sources is available here.
Chart: Center for American Progress
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Jigar Shah @jigarshahdc.bsky.social · 14/08/2026
Unpopular take: the 1+ GW data center buildout for AI training have largely been selected and will take through 2032 to build. Capital doesn't want to overbuild past that so will be hard to get new approvals. Data center development is now going sub-100MWs🧵
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ryan cooper @ryanlcooper.com · 11/08/2026
it's maddening. and not only this, renewables are now the cheapest form of electricity AND fossil fuels have suffered repeated severe price shocks AND EVs are now price competitive with gas cars
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Bobby McGee @justanotherwordfor.bsky.social · 11/08/2026
Corporate Chiefs of Staff are cringe.
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Chuck Grassley's goat @chuckgoat.bsky.social · 10/08/2026
The grifting is gonna be insane.
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Financial Times @financialtimes.com · 10/08/2026
Trump media group racks up losses and pushes into nuclear fusion ft.trib.al/gqVhvQW
ft.trib.al
Trump media group racks up losses and pushes into nuclear fusion
TMTG also recently announced plans to charge bumper fees for access to president’s social media posts
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Christopher Mims @mims.bsky.social · 05/08/2026
feels like the big AI impacts are: upending coding and the practice of law; making a terrible mess in healthcare; more algorithmic bias in government at every level; and it will also kill the open web, concept art, the take-home essay and possibly critical thinking any other impacts I'm missing?
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John Hanger @jrfhanger.bsky.social · 05/08/2026
Iran war energy crisis is a huge boost to global EV sales. This is the first energy crisis, where electric cars, vans, buses and trucks are competitive substitutes for diesel and gasoline vehicles. Developing nations also cannot afford oil imports and move to EVs. #energysky
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Albert Pinto @70sbachchan.bsky.social · 05/08/2026
“For the first time in two centuries, the West is no longer the leader in future technology, but the follower": @katemac.bsky.social & I wrote about what China's tech acceleration means for the world. phenomenalworld.org/analysis/bri... We then made a podcast: open.spotify.com/show/78cVf8D...
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Murshed Zaheed @murshedz.bsky.social · 30/07/2026
“Trump has rejected disaster aid for Democratic-run states at the highest rate in the 47-year history of the Federal Emergency Management Agency.” Right now people in blue states are basically paying federal taxes as if they’re colonized territories of red states. www.politico.com/news/2026/03...
Trump has denied most disaster requests from Democratic-led states

A graph  showing Presidential approval rates for disaster requests from Democratic-led states and Republican-led states

Source: POLITICO's E&E News analysis of FEMA records
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Derek Lowe @dereklowe.bsky.social · 29/07/2026
Some thoughts on chemical onshoring of all kinds, from nitrile gloves to pharmaceutical intermediates. It ain't going to be easy, nor fast, nor will it be cheap. That combination makes it an unlikely prospect for this administration to succeed at it:
science.org
Chemical Onshoring of All Kinds
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Cailin O’Connor @cailinmeister.bsky.social · 24/07/2026
I'd be more excited if any of those other lines started going down
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Tom Pepinsky @tompepinsky.com · 16/07/2026
This is a very good essay that advances a broadly humanist position on AI. Liberals, conservatives, socialists, and others should all agree that we must not sacrifice our moral agency in search of a mere facsimile of human understanding. www.compactmag.com/article/the-...
compactmag.com
The AI Apocalypse Is Already Here
Americans do not care for artificial intelligence. Recent polling shows that their attitudes mostly range from ambivalence to horror.
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Bobby McGee @justanotherwordfor.bsky.social · 16/07/2026
Yes, its a freakin tragedy
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Duncan Weldon @duncanweldon.bsky.social · 13/07/2026
“Australia accounted for almost 10 per cent of new global battery capacity in March, with about 2,000 home batteries being installed every day this year”
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Eric Haywood @erichaywood.bsky.social · 05/07/2026
The security guard at the door:
Michael B. Jordan asking “Y’all Klan?” in SINNERS
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Julian Sanchez @normative.bsky.social · 03/07/2026
People who spiral out overusing LLM chatbots are really just experiencing the kind of brain-damaging stream of unconditional validation that’s always been the norm for the hyper-wealthy, which explains a lot.
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Commercial Solar Guy @commercialsolarguy.com · 02/07/2026
BNEF sees 228 GW of battery capacity installed in 2030. My guestimate (much less valuable as per price of my subscription vs a Bloomberg Terminal subscription) is ~400 GW (unless China POPPPPS). Energy Storage team at BNEF does have a whale/optimist value higher than this chart, probably seen it...
Chart of the Week on Canary Media, Grid batteries are taking off around the world, Annual battery capacity additions, in gigawatts

Shows energy storage growing significatnly versus prior years and going outward. With an actual slowly in growth rates through the end of the 2020s.
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Ketan Joshi @ketanjoshi.co · 01/07/2026
NEW BLOG FOR YOU Google's energy consumption numbers in their new climate report are mind-blowing. 2 years ago they flipped from linear to exponential growth, and their climate impact is blowing out, too. A WILD testament to the obscene bloat and waste of GenAI: ketanjoshi.co/2026/07/01/g...
a chart showing google's rising energy consumption - huge, and rising faster than ever beforea chart showing google's rising energy consumption - huge, and rising faster than ever beforea chart showing google's rising energy consumption - huge, and rising faster than ever beforeGoogle's total energy consumption more than new zealand
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Albert Pinto @70sbachchan.bsky.social · 23/05/2026
explains a lot doesn't it? to first order, international political economy is about cars
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