New preprint finding that eliminating US global health funding over the next fifteen years would cause: - 15.2m deaths from AIDS - 2.2m deaths from TB - 7.9 additional child deaths

Excited that Derek Thompson mentioned Saloni & me as emerging writers and thinkers when questioned about it by Jordan Schneider. I do think there is a gap of understanding at the intersection of science, culture and society & it is humbling when ppl you look up to appreciate ur work.

NEW from me: China's CO2 emissions fell ~1.6% in the first quarter and have now been flat or down for more than a year. This is the first time on record that emissions are falling due to clean energy growth, not slow power demand.

Sam is, of course, right on BritISA foolishness. Forgive a Saturday-evening thread, but three points on the "UK assets are mispriced" story: 1. None of the timings match. UK equity ownership swung majority-foreign from ~1990 to 2010. Performance was fine in those years. 🧵

Superb thread by Seaver Wang on China aluminium production

Awesome thread - great work Charles Yang! Esp. interesting for me as the son of a scientist who helped develop probabilistic NWP methods

In envisioning resource-rich low-income countries' shift from mining minerals to value-added refining, key to recognize that many of those industrial processes require heat inputs that existing industry supplies with fossil fuels, with alternatives still not yet commercialized.

Awesome work by Dave Jones Nicolas Fulghum and the rest of the Ember team!

Great work by the Renaissance Philanthropy team -- some really interesting and thoughtful guidance here, including for where this approach does/does not work well

Our assessment of Indonesia's new power supply plan (RUPTL): a big step backwards compared with the coal phase-down plan published two years ago and even a step back compared with the previous power supply plan from 2021.

IEA: Oil still on track to peak by 2030; oil for fuel to peak in 2027 "annual growth slows…to just a trickle over the next several years, with a small decline expected in 2030, based on today’s policy settings and market trends" Here are some of the most striking charts 🧵 1/8

Awesome initiative by Matt Clancy and Open Philanthropy !