Michael Davidson @michaeldavidson.bsky.social · 26/09/2025Important perspective on the positives and negatives of geopolitical contest on decarbonization. 040
Michael Davidson @michaeldavidson.bsky.social · 24/09/2025China's new climate NDC targets delivered today by Xi Jinping to UN climate summit, by 2035, include: - Reduce economy wide net GHG emissions by 7% - 10% from peak levels, striving to do better - Increase non fossil fuels in total energy consumption to 30% - Expand wind and solar capacity to 3600 GW 221
Michael Davidson @michaeldavidson.bsky.social · 24/09/2025China's new NDC per XJP at UN, by 2035: 1. Reduce economy wide net GHG by 7% - 10% from peak levels, striving to do better 2. Increase non fossil fuels in total energy consumption to 30% 3. Expand wind and solar capacity to 6x of 2020 levels, striving to bring total to 3600 GW 000
Michael Davidson @michaeldavidson.bsky.social · 24/09/2025Listening to the UN climate summit now. Xi Jinping speaking now via video. webtv.un.org/en/asset/k12...webtv.un.orgClimate Summit 2025To accelerate momentum, the UN Secretary-General will host a Special High-Level Event on Climate Action on 24 September 2025, as a platform for leaders to present their new Nationally Determined Contr... 130
Michael Davidson @michaeldavidson.bsky.social · 24/09/2025🌟 Excited to share that I’ve been appointed Associate Professor at the UC San Diego, tenured in both Mechanical and Aerospace Engineering (Jacobs) and School of Global Policy and Strategy (GPS). Deeply fortunate to have a home to build up our interdisciplinary Power Transformation Lab... 290
Reposted by Michael DavidsonCenter for Global Sustainability @ctrglobsust.bsky.social · 15/09/2025While countries aim to triple renewable energy capacity by 2030, a recent study in @cp-iscience.bsky.social assesses the critical mineral demand needed to meet this target and examines how mineral bottlenecks affect clean tech: www.cell.com/iscience/ful... 101
Michael Davidson @michaeldavidson.bsky.social · 15/05/2025🚨 New study alert 🚨 What renewable energy targets should China adopt in its forthcoming climate targets? Our latest research in @CellRepSustain provides a roadmap for reducing emissions in China's power sector by 2035. 🧵 Dive into our key findings below 👇 www.sciencedirect.com/science/arti...sciencedirect.comRatcheting up wind and solar targets for decarbonizing the power sector in China and beyondAs countries are releasing their 2035 nationally determined contributions (NDCs), we examine the renewable deployment requirements for China to meet i… 132
Michael Davidson @michaeldavidson.bsky.social · 05/05/2025🚨 New research alert 🚨 How important is regional power sector coordination for achieving affordable, reliable, and clean power in the Western U.S.? Our new Power Transformation Lab study in @NatureComms dives deep: doi.org/10.1038/s414... 🧵Thread on key findings👇doi.orgCoordinating power sector climate transitions under policy uncertainty - Nature CommunicationsEffective climate policy requires coordination among political jurisdictions. We find that aggregate costs of coordinated power systems are just a few percent lower than the current levels, but state-... 162
Reposted by Michael DavidsonPenn Project on the Future of U.S.-China Relations @penn-us-china.bsky.social · 23/01/2025Here is video of the terrific discussion featuring our 2nd fellowship cohort’s Climate & Environment team @michaeldavidson.bsky.social, @joannalewis.bsky.social, @katelogan.bsky.social, presenting their working papers, expertly moderated by @greenlawchina.bsky.social: www.youtube.com/watch?v=nNZT... 0135
Reposted by Michael DavidsonPenn Project on the Future of U.S.-China Relations @penn-us-china.bsky.social · 22/01/2025We are delighted to publish working papers by the Climate & Environment team of this year's fellowship cohort, available at global.upenn.edu/future-of-us.... And please join us for a live webinar featuring these authors tomorrow January 23 from 4-5 pm ET, registration link at the QR code below: 077
Michael Davidson @michaeldavidson.bsky.social · 17/12/2024We published our take-aways from the 2024 Workshop on Low-Carbon Transitions in Chinese State-Owned Enterprises, held earlier this year. Here are some of our key observations: pwrlab.org/2024/12/15/w...pwrlab.org2024 Workshop on Low-Carbon Transitions in Chinese State-Owned Enterprises: Key Take-AwaysThese takeaways represent significant points made during the discussion at the ”Workshop on Low-Carbon Transitions in Chinese SOEs” held at UC San Diego on April 12-13, 2024. They are not consensus ob... 120
Michael Davidson @michaeldavidson.bsky.social · 07/12/2024Highly recommend this piece by @busbyj2.bsky.social and coauthors on how to manage current conflicts between US and China on clean tech and minerals. carnegieendowment.org/research/202...carnegieendowment.orgCan the U.S. and China Ease Tensions with a Clean Tech Détente?To limit the damage from an escalating trade dispute, the United States and China should negotiate a clean tech détente to balance support for domestic industries given the reality of the countries’ e... 1154
Michael Davidson @michaeldavidson.bsky.social · 01/12/2024This short pod interviewing @kclausing.bsky.social is the most digestible explanation I’ve heard of the connection among tariffs, employment, inflation, supply chains and (!) monetary policy. @soumayakeynes.bsky.social podcasts.apple.com/us/podcast/f...podcasts.apple.comThe Economics Show: Would Trump’s tariffs really be that bad?Podcast Episode · FT News Briefing · 12/01/2024 · 33m 050
Michael Davidson @michaeldavidson.bsky.social · 30/11/2024Y’all @joannalewis.bsky.social is on here. 070
Michael Davidson @michaeldavidson.bsky.social · 22/11/2024Indonesia’s new president has committed to phase out coal and all fossil power in 15 years. If this is where you’re starting from, with less than 1 GW of wind and solar on the grid—that is the definition of ambitious. 080
Michael Davidson @michaeldavidson.bsky.social · 21/11/2024The climate+trade debate is increasingly conflating two very different issues: 1. Embedded carbon in trade (of energy intensive products), 2. Trade of low carbon technologies. These are quite distinct issues. Perhaps there is a grand bargain here but it’s elusive to me. 050
Reposted by Michael DavidsonGlenn Luk @gluk.bsky.social · 19/11/2024Tech transfer was always about technology for profits. The EU is absolutely right to pool its leverage to extract the best deal possible, just like China did for decades. It's about being smart and acting in the best interests of your constituencies. www.ft.com/content/f4fd...ft.comEU to demand technology transfers from Chinese companiesNew requirements will apply to batteries but could be expanded to other green sectors 151
Michael Davidson @michaeldavidson.bsky.social · 20/11/2024📢 We are hiring! @teevrat.bsky.social and I @GPS_UCSD are looking for postdoc on clean energy trade relationship between China and India. We are analyzing: - trade (HS8) / global value chains data - localization policies - global competitiveness For more info: pwrlab.org/2024/11/15/j...pwrlab.orgJob Opening: Postdoctoral Scholar – Renewable Energy Trade between India and ChinaPostdoctoral Scholar – Renewable Energy Trade between India and China The 21st Century India Center at UC San Diego invites applications for a postdoctoral scholar to conduct research on the renewable... 192
Reposted by Michael DavidsonJosh Busby @busbyj2.bsky.social · 19/11/2024Highly recommend this survey by @michaeldavidson.bsky.social on the challenges of the decline of coal and decarbonization in China. Power shortages in 2021 and 2022 cast a long shadow as the country has permitted new coal plant construction. wires.onlinelibrary.wiley.com/doi/10.1002/...wires.onlinelibrary.wiley.comManaging the decline of coal in a decarbonizing ChinaChina's coal employment has gone through two previous contractions, indicating the opportunity and challenges for the coming decarbonization transition. 283
Michael Davidson @michaeldavidson.bsky.social · 18/11/2024This is an invaluable resource by @carbonbrief.org . Collecting scientific literature mapped to individual regions and events. Few places on Earth have been spared from climate change attributed extreme weather. 131
Michael Davidson @michaeldavidson.bsky.social · 13/11/2024On that other app, a podcast just dropped – like many I have done on China’s energy problems and policies. Except this time, was bombarded by detractors claiming I was an East German sympathizer. I need a breath of fresh air and blue sky! 060
Reposted by Michael DavidsonTyler Norris @tnorris.bsky.social · 11/11/20249 energy-climate starter packs: 1)Power go.bsky.app/RwCBCab 2)Media go.bsky.app/2TNd1Ya 3)Solutions go.bsky.app/Aa1sErQ 4)Science go.bsky.app/7Mbnoge 5)Legal go.bsky.app/R4ZUdPE 6)Women go.bsky.app/AGCURBf 7)Nuclear go.bsky.app/5EJY58V 8)EVs go.bsky.app/R4ZUdPE 9)Southeast go.bsky.app/AZ6Xw1U 68591267
Michael Davidson @michaeldavidson.bsky.social · 11/11/2024Hello world! I am an assistant professor at UC San Diego where I direct the Power Transformation Lab pwrlab.org Twitter: @east_winds. I muse on: - power grids and climate - clean tech supply chains / industrial policy - political economy of energy transitions - China (and SE Asia, India)pwrlab.orgPower Transformation LabThe Power Transformation Lab at the University of California, San Diego studies the engineering and institutional requirements of deploying low-carbon energy at scale 1102