iiinova — where your digital self keeps evolving

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Mike Jensen @mikejjensen.bsky.social · 6h

Ukraine's refinery attacks did not raise US diesel costs. Russia's initial invasion of Ukraine caused a massive spike, that came down. Ukraine's campaign against Russian refineries started in August 2025, diesel declined $0.01/wk until the Iran war started when it increased $0.03/wk. (data: eia.gov)

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Maria Drutska @mariadrutska.bsky.social · 09/10/2026

“WE WILL BURN THEIR REFINERIES.”

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Ryan C. Smith @rcsmitheco.bsky.social · 10/10/2026

That's some real 2008 behavior right there.

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Ryan C. Smith @rcsmitheco.bsky.social · 09/10/2026

I'll just let the pictures tell the story re the miscasting. As for the rest of the film, the most damning thing I can say is they made a movie about LUCILLE BALL unfunny and boring. Even the HUAC subplot was trite & tedious rather than what it could've been.

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Ryan C. Smith @rcsmitheco.bsky.social · 09/10/2026

A drop in the bucket that only works if Zelenskyy stops blasting Russian diesel production. In other words, par for the course for these cretins.

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Ryan C. Smith @rcsmitheco.bsky.social · 09/10/2026

That sounds sadly like the problems in his incredibly unfunny, why is Javier Bardeem (who, in fairness, is usually great) playing Desi Arnaz in a biopic about Lucille Ball that Sorkin also did. Or the hash he made of the Trial of the Chicago Seven.

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Brandon Friedman @brandonfriedman.bsky.social · 09/10/2026

This is Nazi rhetoric, full stop. It's not only a call to instigate a race war in the United States, but it's reminiscent of historic European justifications used to incite pogroms against Jews. People who say things like this are incredibly dangerous, as there is nothing they won't eventually do.

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Ryan C. Smith @rcsmitheco.bsky.social · 08/10/2026

1) Why would I make any kind of bargain with an Internet rando who is promising 60% time savings without any proof? 2) investors make mistakes. Frequently. See every single bubble ever for details. 3) if anyone needs the govt, it's you AI Boy and not me. Yall wouldn't exist without the DoD.

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Ryan C. Smith @rcsmitheco.bsky.social · 08/10/2026

If you are so useful, why are you wasting so much time on me? More to the point, how are you feeling secure in saying that when you still have failed to address the problems of resource consumption, energy consumption, and a persistent failure to conjure the miracles you keep promising?

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Ryan C. Smith @rcsmitheco.bsky.social · 08/10/2026

When I saw that hit the trending window, I said to myself, "This sounds rancid & I don't need to read any further." Thank you for confirming this instinct.

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Adam Gurri @adamgurri.liberalcurrents.com · 08/10/2026

If you're in the US and haven't yet ordered a copy of The Reconstruction Papers, you really ought to do so as the last of our inventory starts to go buy.stripe.com/7sY28s9AJd79...

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Aaron Reichlin-Melnick @reichlinmelnick.bsky.social · 08/10/2026

Also interesting is this chart on confidence in Trump to make good policy decisions. Even Republicans have double-digit drops in confidence in Trump's ability to make good decisions on immigration. He's doing even worse on the economy and foreign policy. even among his base.

Confidence in Trump on economy, foreign policy, immigration is lower than earlier in his term
% who are very/somewhat confident Trump can do each of the following

1. Make good decisions on immigration:
Republicans and lean Republicans fell from 88% to 77%, and Democrats from 20% to 13% (it dropped to 8% in the last poll, so this is a bit of an outlier; likely doesn't mean much).
Total: a drop from 53% to 41%.

2. Make good decisions about the economy.
Republicans and lean Republicans fell from 92% to 67%, and Democrats from 27% to 10%. Total: a drop from 59% to 35%.

3. Make good decisions about foreign policy:
Republicans and lean Republicans fell from 88% to 67%, and Democrats from 19% to 9%. Total: a drop from 53% to 35%.

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Ryan C. Smith @rcsmitheco.bsky.social · 08/10/2026

And do those savings balance out the cost of increased water and energy consumption? Let's see if you can answer that in less than a week this time!

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Ryan C. Smith @rcsmitheco.bsky.social · 08/10/2026

Nice dodge, seeing as you tried claiming AI will stop climate change when the evidence shows the exact opposite is true. Being good at making things worse undermines your case instead of bolstering it while failing to address the consistent failure to profit or deliver as promised in most cases.

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FactPost @factpostnews.bsky.social · 08/10/2026

Trump: You wanna see trauma? I said it the other day. Let them hit a missile into San Diego or Los Angeles.

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Jess McLaughlin, PhD (they/them) @jfmclaughlin92.bsky.social · 08/10/2026

This is obscene. Destroying something so precious for shitty memes? Just sickening.

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Ryan C. Smith @rcsmitheco.bsky.social · 07/10/2026

Oh hey, the Suez Crisis is in today's lecture!

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randy r. potts @thephatic.bsky.social · 07/10/2026

honestly, Dem Governors should be taking a similar approach to rebuilding public schools by focusing on funds for teachers and facilities and also shoring up teacher unions - teachers are a natural Dem constituency who have been slowly peeled away by Republicans for decades

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Ryan C. Smith @rcsmitheco.bsky.social · 07/10/2026

It would be extremely funny if this merger saga ended with Netflix buying Skydance for pennies on the dollar as the Ellisons' empire burns to a crisp.

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Mark Gongloff @markgongloff.bsky.social · 07/10/2026

@jeffgoodell.bsky.social lays out the growing scientific underpinning for suing oil companies, while @insideclimatenews.org reports on yet more new evidence of their decades-long deception campaign insideclimatenews.org/news/0710202... www.nytimes.com/2026/10/06/o...

nytimes.com

Opinion | The Science That Has Oil Companies Running Scared (Gift Article)

However the U.S. Supreme Court rules, the work of holding oil companies accountable for climate change has a bright future.

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Netzwerk Klimajournalismus Deutschland @klimajourno.bsky.social · 07/10/2026

Doubt is their product. And now it's an export. 🛢️🌍 Investigative journalist @amywestervelt.bsky.social has traced how US fossil fuel tactics now shape the debate in Europe. Next Tuesday, she’ll join our lunchtime climate briefing.

Big Oil's Playbook: How Disinformation Crossed the Atlantic. Tuesday, October 13th, 11.55 Berlin time

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Ryan C. Smith @rcsmitheco.bsky.social · 07/10/2026

This is making @gavinnewsom.bsky.social 's "but we have to save the jobs" sabotage of the anti-trust suit look quite foolish RN.

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JW Mason @jwmason.bsky.social · 07/10/2026

Ok, this is cool. We describe assets in terms of duration - think of this as the effective date of the payoff. Normally a rise in interest rates means shorter duration- a higher discount rate means lower value of farther-off payments, so the average date is sooner. giftarticle.ft.com/giftarticle/...

giftarticle.ft.com

How US mortgage bonds can trigger a ‘vicious loop’ for Treasury yields

One little cog in the bond market’s feedback machine

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Ember @ember-energy.org · 07/10/2026

🚨 NEW | The bottleneck to scaling clean energy in Southeast Asia has shifted from raising capital to creating bankable projects ⚡ Utility-scale solar attracts commercial finance at competitive tariffs – but distributed solar, storage and grids face major financing gaps. ember-energy.org/lat...

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Nicole Rust @nicolecrust.bsky.social · 07/10/2026

Just like that: poof & gone. RIP *all* of NSF social, behavioral and economic research (including psyc & cogneuro). I’m speechless.

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Ryan C. Smith @rcsmitheco.bsky.social · 07/10/2026

Scribbled on a cocktail napkin would be a fair description of these kind of "transactions", what's especially striking is how I had to present more documentation when applying for college or student loans than Elon has to get access to billions in debt.

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Justin Mikulka @justinmikulka.bsky.social · 06/10/2026

Great work on oil and gas industry lies about "routine" flaring. “It’s a deliberate greenwash that establishes a target that’s meaningless,” says Richard Ward, a former Shell sustainability manager.... "Those loopholes are so big that they don’t have to do anything.” Gift link. Please read.

bloomberg.com

Living Next Door to the Oil Sector’s Toxic Flames

Routine gas flaring continues globally, despite pledges by major companies to curb the practice.

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Didier Gascuel @didiergascuel.bsky.social · 06/10/2026

🐟 Last week, in Brussels, I gave a presentation titled "Towards low-impact fisheries and pesco-ecology – A feasibility study called TransiPêche" at the "Rethinking Fisheries Day" organized by @seasatrisk.bsky.social & Low Impact Fishers of Europe-LIFE 🎣Some proposals for a better future for fishing

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Carl Quintanilla @carlquintanilla.bsky.social · 06/10/2026

GOLDMAN: “.. S&P excluding AI stocks has fallen roughly 7% from its late-August peak, giving back its entire summer rally." @yahoofinance.com

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John Kostyack @kostyack.bsky.social · 06/10/2026

@pkrugman.bsky.social on AI's crowding out effect: All that money going into building data centers and purchasing foreign produced semiconductors is coming at the expense of investment in everything else.

Change in private construction spending since December 2023

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Ryan C. Smith @rcsmitheco.bsky.social · 06/10/2026

The other great credit crunch continues.

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Jaap Burger @jaapburger.eu · 06/10/2026

A decade ago I was in Japan talking EV grid integration. The country had all the ingredients: bidirectional charging tech, manufacturers building EVs. They could have led the way. I suppose the Japanese have a word for losing the competitive edge, probably mixing the kanji for jumping & backwards.

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Michael E. Mann @michaelemann.bsky.social · 05/10/2026

We will need both carrot (incentives for clean energy) and stick (disincentives for fossil fuels) to follow the needed decarbonization pathway. Anyone who tells you otherwise is selling something — probably (directly or indirectly) fossil fuels.

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Albert Pinto @70sbachchan.bsky.social · 06/10/2026

"Lula’s 47%-45% loss disappointed some, but fell within the margin of error...Here’s how he plans to win the runoff election on October 25." bmier.substack.com/p/glimmers-o... "The only response to the defeatism and nihilism engulfing social media over Lula today:" x.com/marcusbarnet...

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Ryan C. Smith @rcsmitheco.bsky.social · 06/10/2026

That video will be in future history classes and documentaries on the decline and fall of American hegemony.

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Ryan C. Smith @rcsmitheco.bsky.social · 05/10/2026

If this works at scale, then it will be remembered as one of the most consequential examples of the late adopter effect & be a huge boon for US energy policy.

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Kevin J. Kircher @kevinjkircher.com · 05/10/2026

Not sure people realize how much gas-fired electricity generation US developers are planning to bring online. PJM's updated interconnection queue, for example, is 71% gas by capacity and 73% gas by likely energy generation. And this is *electricity*; the other 82% of final energy is ~all fossil.

kevinjkircher.com

What energy infrastructure are people trying to build? – Kevin J. Kircher

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Ryan C. Smith @rcsmitheco.bsky.social · 05/10/2026

I've got a copy on my bookshelf specifically because this book and its art, particularly, deeply scarred me as a child.

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Ryan C. Smith @rcsmitheco.bsky.social · 05/10/2026

I have to question @wsj.com 's use of the word pouring. WTO data shows the total flow is a small fraction of prewar flows and have shown no signs of real recovery. Business analysts need to adjust their priors to assume that Gulf oil supplies will no longer be reliable. #EconSky #EnergySky

Graphs from the World Trade Organization showing the flow of Crude Oil and Liquid Natural Gas through the Strait of Hormuz has dropped to a small percentage of prewar traffic.

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Gil Durán @gilduran.com · 05/10/2026

“Democracy has been hailed as, like, the holy grail for the last couple hundred years, but democracies are inefficient,” said the crypto billionaire. “If you get a benevolent dictator, it’s actually extremely efficient." Hmm, where have I heard this before? www.nytimes.com/2026/10/01/b...

nytimes.com

Inside a Billionaire’s Paradise With Crypto’s Most Powerful Ex-Convict (Gift Article)

Changpeng Zhao, jailed in the United States for a financial crime and pardoned by President Trump, is now living a gilded life in the United Arab Emirates.

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Joe Stieb @joestieb.bsky.social · 05/10/2026

www.liberalcurrents.com/you-cant-bui... In the spirit of intramural rigor (as in, we are on the same side), I wrote a review of Sarah Longwell’s highly engaging but at times flawed new book on how to build an anti-MAGA coalition.

liberalcurrents.com

You Can't Build a Better Politics on Bad History

Sarah Longwell's "How to Eat an Elephant" offers useful advice for Democratic politics. Yet it is also based on a false history of the GOP.

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Ryan C. Smith @rcsmitheco.bsky.social · 05/10/2026

I'm just a historian, but refusing to prosecute Bush & Cheney for Iraq, Reagan for Iran-Contra, Nixon for Watergate, & Trump for J6 & all the rest mostly seems to have encouraged a very worrying pattern in American governance that requires more than some new ethics provisions to fix.

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404 Media @404media.co · 05/10/2026

In the New York Times' lawsuit against OpenAI and Microsoft, execs admitted that scraping data was “an astonishing theft of unprecedented proportions." @jasonkoebler.bsky.social speaks to Jason Kint about how that case could impact AI companies. Watch now: www.youtube.com/watch?v=knlb...

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Ryan C. Smith @rcsmitheco.bsky.social · 05/10/2026

That's both as likely as me getting to Mars by running very fast & the exact opposite of what AI is being used for re energy. Your hobby horse is only making things worse, not better, and you're acting like it will deliver miracles despite evidence to the contrary. In other words, making God.

oilprice.com

AI Infiltrates Oil Industry To Speed Up Drilling, Cut Costs | OilPrice.com

AI and other tech could bring costs in the shale patch down by double digits as soon as this year.

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Silvio Marcacci @silviomarcacci.bsky.social · 04/10/2026

The Trump administration and Congress just added $1 trillion to America’s energy bills - and Red states will pay the biggest price. www.forbes.com/sites/energy...

forbes.com

America’s Energy Affordability Crisis Just Got A Trillion Dollars Worse

Federal energy policies enacted by the Trump administration and Congress will cost households an average of $6,500 in higher energy spending.

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Kevin J. Kircher @kevinjkircher.com · 04/10/2026

Think tanks will soon start releasing non-peer-reviewed modeling of how the permitting bill might affect pollution, if they haven't already. Most will secretly have lots of ideology-driven thumbs on scales. One big way to tip the scales is by ignoring pollution associated with oil and gas exports.

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Ryan C. Smith @rcsmitheco.bsky.social · 04/10/2026

Some future graduate student is going to build their whole career writing about the trolling style of American fascism.

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