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Palma Polyak

@palmapolyak.bsky.social
7.6K followers 1.5K following 355 posts

Senior Researcher @ Max Planck Institute for the Study of Societies, Cologne | IPE & Geoeconomics | Trade imbalances 🚢 & EV battery value chains 🔋 palmapolyak.weebly.com/research.html

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Reposted by Palma Polyak
Daniel Driscoll @danieldrisc.com · 29/09/2026
Why Carbon Taxes Failed is on the road! See book talk dates below (more to come). Next week is Central European University and Copenhagen Business School! Can't wait to see some dear friends at both places <3
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Jens van 't Klooster 💸💸💸 @jvtk.bsky.social · 28/09/2026
Finally out, with @shahinvallee.bsky.social our ambitious story for European Macro Policy Network (EMPN) on the future of the global euro empn.eu/publication/...
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Christian Odendahl @codendahl.bsky.social · 28/09/2026
Booooom. www.economist.com/business/202...
economist.com
European industry is doing better than you may think
The firms most exposed to China are suffering. But many are adapting
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Federica Genovese @fgenovese.bsky.social · 25/09/2026
🚨 New: Green industrial policy in backdrop of EU recovery funds In 2020, Covid froze Italy's economy. 🇪🇺 agreed on 🇮🇹's Recovery and Resilience Plan (PNRR): €194.4B, largest share of NextGenEU. The PNRR is now almost over, at last instalment. What did it actually do for climate & energy? 🔋🪡
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John Springford @johnspringford.bsky.social · 25/09/2026
European Commission officials arguing that a customs union is the best way for the UK to avoid 'Made in Europe' barriers. But the issue seems to be Chinese investment in UK plants, not rerouted Chinese imports. www.ft.com/content/5453...
ft.com
EU urges UK to raise tariffs on Chinese cars to avoid ‘made in Europe’ barriers
London has lobbied intensely to secure equal treatment for British products but continues to rule out a customs union
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Max-Planck-Institut für Gesellschaftsforschung (MPIfG) @mpifg.bsky.social · 15/09/2026
🚨 Call for Applications: Postdocs We’re looking for postdoctoral researchers for the following research areas and topics: - Political Economy - Economic Sociology - Technology and Statehood - Wealth and Social Inequality 🗓️ Application deadline: Dec. 11 📢 Please share widely! s.gwdg.de/UzLEpr
Job Opening: Postdoctoral Researchers. Application Deadline: Dec. 11, 2026
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Palma Polyak @palmapolyak.bsky.social · 09/09/2026
Great. mashable.com/tech/anthrop...
mashable.com
Anthropic researcher quits, calls AI an existential threat to humanity
An Anthropic spokesperson confirmed it believes AI could kill all humans.
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Michael Pettis @michaelpettis.bsky.social · 31/08/2026
Bloomberg: BYD’s overseas revenue exceeded what it made at home for the first time, illustrating why Chinese carmakers have to sell outside of China. First-half sales from overseas rose 34% to account for 53% of the total, while they shrank 31% in Greater China. www.bloomberg.com/news/article...
bloomberg.com
BYD Shows Chinese Carmakers’ Only Way Out of Slump Is Abroad
BYD Co.’s overseas revenue exceeded what it made at home for the first time, helping end one of the company’s longest profit slumps and illustrating why Chinese carmakers have no choice but to try the...
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herman mark schwartz @thunen.bsky.social · 28/08/2026
Profit share of US GDP with period averages. the profit share is a political outcome. note relative stability of postwar compromise era vs more violent, financial crisis driven swings after the 1990s. last 2 periods consistent rise so same color, but different dynamics. source: FRED.
profit share of US GDP, 1947-2026, %, with period averages
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Felix Hamer • electricfelix @electricfelix.eurosky.social · 21/08/2026
@lionhirth.bsky.social: "Prices of batteries Makes your ears flutter My impression = most people can't imagine what a 29% learning rate means. This applies to energy industry & automotive industry as well as politics this harmless line is log scale, by the way. Prices dropped by more than 99%"
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Palma Polyak @palmapolyak.bsky.social · 07/08/2026
When in doubt, back to Blyth.
A copy of Mark Blyth’s Austerity: The History of a Dangerous Idea held in my hand in the morning.
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Gavin Jackson @gavinjackson.bsky.social · 07/08/2026
The jobs AI was supposed to eliminate are booming (from Richard Baldwin) rbaldwin.substack.com/p/the-jobs-a...
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Isabella M. Weber @isabellamweber.bsky.social · 03/08/2026
(1/2) The Iran war is a redistribution machine: Big oil profits have shot up to historic highs. Our research shows that 50% of fossil fuel profits go to the richest 1% in the U.S. The rich are the ultimate beneficiaries of the war windfalls.
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Adrian Hiel @adrianhiel.bsky.social · 01/08/2026
If this had happened 5 years ago it would have been a crisis for the electrical system. Solar once again making things much less bad. ourworldindata.org/data-insight...
ourworldindata.org
Solar overtakes gas to become Hungary's second-largest electricity source
A decade ago, solar power was almost non-existent in Hungary. It generated just 0.2% of the country’s electricity. Nuclear, coal, and gas dominated the grid.
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Palma Polyak @palmapolyak.bsky.social · 01/08/2026
Hungary's new government is tested very early. Paks nuclear plant is about to go offline for the first time in 44 years because the Danube is drying up. That's nearly half the country's electricity. Collapsed supply & gas prices spiking throughout the region. Just brutal. apnews.com/article/hung...
apnews.com
Hungary braces for a full shutdown of the Paks nuclear plant as the Danube River hits record lows
Hungary's only nuclear power plant is shutting down for the first time due to record-low water levels on the Danube River.
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Finbarr Bermingham @fbermingham.bsky.social · 31/07/2026
Chinese & German carmakers have stepped up cooperation on autonomous driving despite wider trade tensions BYD, Geely, SAIC, Xpeng, Xiaomi, Mercedes-Benz, BMW, VW, Porsche met in Beijing to discuss common standards for smart cars, automated parking, cross-border data
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Palma Polyak @palmapolyak.bsky.social · 30/07/2026
"The exchange rate is a symptom, not the disease." 👏 www.economist.com/by-invitatio...
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Michael Pettis @michaelpettis.bsky.social · 30/07/2026
1/3 Yasheng Huang on China's K-shaped economy and the K-shaped focus of its policymakers: "China has a K-shaped economy — its upper micro-technology arm pointing up, toward technology, and its lower macro arm [almost everything else] pointing down." yashenghuang.substack.com/p/chinas-k-s...
yashenghuang.substack.com
China’s K-shaped economy and its K-shaped Policy Regime
A world-class technology sector sitting on top of a weak economy — and a policy machinery to keep it that way
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Auke-Florian 🪹 @aukeflorian.nl · 24/07/2026
Welcome to the Anthropocene 🔥
People “enjoying” the beach during the French forest fires People “enjoying” the beach during the French forest fires
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RA Dr. Jannik Rienhoff @linksanwaelte.bsky.social · 26/07/2026
Das war kein "Angriff auf uns alle". Das war ein Angriff auf queeres Leben. Ein Leben das täglich zahlreichen Angriffen ausgesetzt ist und gegen Nazis, Islamisten und auch gegen "die Mitte" verteidigt werden muss. #CSDBerlin
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Tarik Abou-Chadi @tabouchadi.bsky.social · 26/07/2026
Being queer means being the target of violence. Every queer person knows this. It's deeply engraved in who we are. We live with it every day of our lives. Not because of terrorism but because it is structurally enshrined in our "free" societies. Violence against queer people is not an exception ...
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Michael Pettis @michaelpettis.bsky.social · 26/07/2026
1/9 Sébastien Jean and Jean-Pierre Landau: "In terms of welfare, European consumers should welcome cheap electric vehicles, batteries, and solar panels that are subsidized directly or indirectly by Chinese workers and taxpayers. But Europeans instead see... www.ifri.org/en/media-ext...
ifri.org
Rethinking Global Imbalances
Today’s global imbalances, starting with China's massive trade surplus, are not simply the result of poor macroeconomic coordination. Rather, they reflect long-term strategic thinking and a departure ...
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Dani Rodrik @drodrik.bsky.social · 26/07/2026
Yes. This point is not sufficiently recognized in the global imbalances debate. If you think your CA deficit is excessive and caused by factors outside your borders, you should tax or otherwise discourage capital inflows. Tariffs are a very blunt tool at best. +
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Jan Rosenow @janrosenow.bsky.social · 25/07/2026
Pornainen, Finland (pop 5,000) is now heated by a silo of crushed soapstone. I spoke to CNBC about it. 100 MWh, charged when power is cheap, emissions down ~70%. Days to weeks of storage, no critical minerals. www.cnbc.com/2026/07/25/f...
cnbc.com
Finland’s radical answer to renewable energy’s biggest headache: The world’s largest sand battery
A small Finnish town has turned to the world's largest commercial sand battery to tackle a major hurdle in the energy transition: intermittency.
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Finbarr Bermingham @fbermingham.bsky.social · 24/07/2026
Big week for EU digital laws: After big fines for Google and AliExpress, the commission has now found TikTok in breach of Digital Services Act for failing to ensure safe accounts for minors
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Palma Polyak @palmapolyak.bsky.social · 24/07/2026
Inevitable 🥰 www.nytimes.com/athletic/744...
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Finbarr Bermingham @fbermingham.bsky.social · 23/07/2026
Valencia newspaper Las Provincias reports that Pedro Sanchez will today be at a factory to announce a deal whereby Ford sells part of its Almussafes plant near the Spanish city to Geely to manufacture electric vehicles in Spain
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Federica Genovese @fgenovese.bsky.social · 21/07/2026
🚨 New paper in Stato & Mercato (in English): **Climate Action and Energy Transitions: Between Opportunities and Trade-offs** Remember that, until the return of Trump, politics made a big bet that greening energy and cutting emissions are a natural win-win? Did bundling the two pay off? Short 🧵:
rivisteweb.it
Climate action and energy transitions: Between opportunities and trade-offs
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Michael Pettis @michaelpettis.bsky.social · 21/07/2026
SCMP: “What we are seeing is strong external demand alongside weak domestic consumption, with technology and future-oriented industries powering ahead while spending on housing and everyday goods remains tepid.” sc.mp/bz2oz?utm_so...
sc.mp
Shanghai beats GDP estimates with 5.6% growth – but two-speed recovery persists
Official data points to a resilient tech-led rebound even as prominent economists warn household spending remains stubbornly cautious.
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Andrei Sterescu @andreisterescu.bsky.social · 20/07/2026
1/ Happy to announce that my paper looking at the evolution of Romania’s growth model and macroeconomic policy regime over the past 15 years, using an import-adjusted GDP decomposition approach, has been published on the Commission’s website. Long 🧵.
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Jakub Jaraczewski @jakubjaraczewski.bsky.social · 18/07/2026
🇭🇺⚖️ Sulyok does the paradox and signs the constitutional amendment that's removing him from office. He really had no choice; the Tisza majority would do him in one way or another. The coast is clear for Peter Magyar to exercise unrestrained power and demolish the house that Viktor Orbán built. 1/
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Jonathan Hopkin @jonathanhopkin.eurosky.social · 19/07/2026
Whatever happens we could have gone to bed by now but for the stupid halftime show
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Palma Polyak @palmapolyak.bsky.social · 19/07/2026
Istanbul, 2005, Champions League final. Liverpool are 3–0 down to AC Milan at half time. The players trudge off in despair, Benítez wrecking his head for solutions, Gerrard prepping for the team talk of his life. On the pitch: Shakira and BTS getting psyched with muppets and confetti cannons.
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Palma Polyak @palmapolyak.bsky.social · 19/07/2026
Muppets are great, talented kids are even greater. But halftime is when we go to the toilet, listen to 3–4 of the same 20 sentences from two retired players in a studio, and then the football starts again. I’m ready to take to the streets to defend it.
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Robin Wigglesworth @robinwigglesworth.ft.com · 19/07/2026
Some notable exceptions but my impression:
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Palma Polyak @palmapolyak.bsky.social · 19/07/2026
I cannot stress this enough
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Palma Polyak @palmapolyak.bsky.social · 19/07/2026
Please no more football events organized by Americans, ever.
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Uncredited Narrator 🇹🇹 🇬🇩 @alstonf87.bsky.social · 18/07/2026
Characters who let the baby escape, only to face him years later as a fully grown threat
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Finbarr Bermingham @fbermingham.bsky.social · 18/07/2026
Trade war update: France & Germany to draw up roadmap on China shock before Oct European Council "Macron, who noted France and Germany had “never been so convergent on China,” blasted what he described as Beijing’s open trade war and increasingly aggressive trade practices."
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ceej @ceej.online · 16/07/2026
gonna start talking like this to my boss
screenshot where claude is saying "Good catch -- I fabricated that figure."
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Palma Polyak @palmapolyak.bsky.social · 15/07/2026
Wow… What on Earth is BYD’s rationale in signing Orban’s former foreign minister—a literal Russian asset—as an executive? His credibility in Europe is sub-zero. He may still face charges at home. Is BYD planning to conquer the Russian market now that they’re fighting each other at the gas pumps? ⛽️
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Palma Polyak @palmapolyak.bsky.social · 15/07/2026
Maddening thing is that Tuchel *did* play the right tactics—and when it started working, he threw it out the window for this idiocy
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Palma Polyak @palmapolyak.bsky.social · 15/07/2026
Fun.
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Palma Polyak @palmapolyak.bsky.social · 15/07/2026
First half shot map #ENGARG
static.klipy.com
Confused John Travolta Meme
ALT: Confused John Travolta Meme
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Palma Polyak @palmapolyak.bsky.social · 15/07/2026
Twenty minutes, not a single shot.
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Palma Polyak @palmapolyak.bsky.social · 15/07/2026
Wow… What on Earth is BYD’s rationale in signing Orban’s former foreign minister—a literal Russian asset—as an executive? His credibility in Europe is sub-zero. He may still face charges at home. Is BYD planning to conquer the Russian market now that they’re fighting each other at the gas pumps? ⛽️
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Daniel Driscoll @danieldrisc.com · 15/07/2026
My latest for @projectsyndicate.bsky.social. The general argument is that starving an energy-hungry growth model of cheap renewables in an era of energy supply-chain shocks and booming AI data centers is bad economic policy. Common sense, really. prosyn.org/EjCZBmq
prosyn.org
The US Economy Cannot Grow Without Renewables
Daniel Driscoll warns that the Trump administration’s grim determination to ignore clean energy will undercut consumption.
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Georg Zachmann @gzachmann.bsky.social · 15/07/2026
We have something new for you! Today we launched the Bruegel ETS Tracker. Based on the great work by Jan Abrell you can now easily access: - emissions by sector, location, installation, time - allocation - auction revenues - carbon prices ets.bruegel.org [feedback more than welcome]
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Palma Polyak @palmapolyak.bsky.social · 14/07/2026
Belgium was fully on par with this Spanish team (only lost due to a freak injury) & France is getting trashed by them? Unexpected.
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Albert Pinto @70sbachchan.bsky.social · 09/07/2026
"Watts coming" 👏👏@leodp.bsky.social
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