advaitarun.bsky.social - Profile | ThreadSky | a Reddit-style client for Bluesky

Excellent run-down of the barriers to building new natural gas capacity in the US, and why turbine manufacturers don't seem interested in building up capacity any time soon.

submitted 4 hours ago • 1 comment

@advaitarun.bsky.social on the LLM-ification of everything from aesthetics to local news. The slop-shift and the wider displacement of labour, learning, and experience can be resisted 🫡 The promise of “frictionless” engagement can be interrogated.

submitted 1 day ago • 0 comments

I'm switching my blogging from Wordpress to Substack. Had a lot of fun working on this first post: advaitcore.substack.com/p/llms-in-th...

submitted 3 days ago • 0 comments

When you're suddenly desperate to convince people it's a good thing you drove the economy into recession.

submitted 3 days ago • 432 comments

I'm switching my blogging from Wordpress to Substack. Had a lot of fun working on this first post: advaitcore.substack.com/p/llms-in-th...

submitted 3 days ago • 0 comments

Rumor has it there's a gas turbine shortage, threatening visions of an all-of-the-above energy policy. What's up with that? I dove into the gas turbine supply chain for @heatmap.news: heatmap.news/ideas/natura...

submitted 5 days ago • 3 comments

Really good analysis of how gas turbine manufacturers are slow-rolling capacity expansion because scared of prices falling. Shareholder-driven capital discipline is a headwind to investing for resilience, as we discuss in a new paper: papers.ssrn.com/sol3/papers....

submitted 4 days ago • 1 comment

oh hell yeah, Advait does it yet again: "Forget visions of an all-of-the-above energy strategy. How about none of the above?"

submitted 4 days ago • 1 comment

@advaitarun.bsky.social on the supply chain bottlenecks that will frustrate Big Tech's data center buildout plans–and how questions about its load growth narratives may justify gas turbine manufacturers' refusal to make big investments. heatmap.news/ideas/natura...

submitted 4 days ago • 1 comment

Rumor has it there's a gas turbine shortage, threatening visions of an all-of-the-above energy policy. What's up with that? I dove into the gas turbine supply chain for @heatmap.news: heatmap.news/ideas/natura...

submitted 5 days ago • 3 comments

"Forget visions of an all-of-the-above energy strategy. How about none of the above?" Trump's energy dominance plans have a teeny tiny natural gas problem. @advaitarun.bsky.social breaks down the natural gas turbine crisis, feat. insights from @alexbhturnbull.bsky.social ⬇️

submitted 5 days ago • 0 comments

Working with @advaitarun.bsky.social is always a treat but this one is extra great. Read his latest for @heatmap.news on why natural gas will not be the silver bullet certain people seem to think:

submitted 5 days ago • 1 comment

Thrilled to unveil the panel for "𝗕𝗿𝗶𝗱𝗴𝗶𝗻𝗴 𝘁𝗵𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗻𝗴 𝗚𝗮𝗽: 𝗣𝘂𝗯𝗹𝗶𝗰 𝗙𝘂𝗻𝗱𝘀 𝗳𝗼𝗿 𝗖𝗹𝗶𝗺𝗮𝘁𝗲 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀"! 🎙️ @advaitarun.bsky.social, Center for Public Enterprise 💼 @michaelgrossman111.bsky.social, Climate United 🌱 Trisha Miller, DC Green Bank ⚡ Eli Hopson, Coalition for Green Capital #EnergySky #GreenSky

submitted 6 days ago • 0 comments

Trump admin wants to improve its trade balance* with various countries by forcing them to buy US exports - agreeing to do so is one way that countries are appeasing Trump. It also wants to support/boost US hydrocarbon (fossil fuel) industries. So it's unsurprising they want FF export deals 1/

submitted 12 days ago • 4 comments

Wherever I go and read something good on climate finance, there's @advaitarun.bsky.social there. Anyway, here's what he said: "While the United States and China demonstrate the benefits of jettisoning neoliberal development policy, the Washington Consensus remains on life support elsewhere." (1/3)

submitted 18 days ago • 1 comment

"Programs that rely on mobilizing private capital toward vaguely defined “sustainable infrastructure” to the neglect of building the state capacities to coordinate investment and development, in both the Global North and Global South, amount to an industrial policy failure." Another great read!

submitted 25 days ago • 0 comments

Still working through @nathanielbullard.com's annual decarbonization slides! But this is wild. In 2024, IRA seemingly doubled pre-IRA tax credit market size. Elective / direct pay remain a small slice of overall disbursements. (We're working on changing that.)

submitted 32 days ago • 1 comment

timeline cleanser: ballpark construction bridge loan rates for energy and data center projects! seems like there's still a huge risk premium for being a merchant energy developer. more charts and project finance insights to come in the @publicenterprise.bsky.social newsletter next week!

submitted 34 days ago • 1 comment

apropos of market open in 30 mins, one thing i've been realizing lately is just how intertwined the AI and climate-tech venture capital / early-stage equity investment scenes are

submitted 35 days ago • 3 comments

🗽📑 Common Wealth is launching a new US research & policy program. Trump has returned to power. The far right is becoming even more cemented in US politics. 🧵 We must build an alternative progressive political project. But what would this look like? www.common-wealth.org/publications...

submitted 39 days ago • 2 comments

If my latest essay for the Carnegie Endowment wasn't your holiday reading, now it can be part of your "big things to know for 2025" reading. I've really appreciated some of the discussions I've had about this piece in the last few weeks and look forward to more!

submitted 56 days ago • 0 comments

"If the US truly wants to compete with China in the realm of global development... it needs to quite literally put its money where its mouth has been"--and private capital can't do it alone. New by @advaitarun.bsky.social for @carnegieendow.bsky.social: carnegieendowment.org/research/202...

submitted 59 days ago • 0 comments

"If the US truly wants to compete with China in the realm of global development... and put substance behind the style of American leadership, it needs to quite literally put its money where its mouth has been." Great piece from @advaitarun.bsky.social. carnegieendowment.org/research/202...

submitted 63 days ago • 0 comments

“If the United States truly wants to compete with China in the realm of global development through initiatives like PGI and put substance behind the style of American leadership, it needs to quite literally put its money where its mouth has been.” @advaitarun.bsky.social on what could be done.

submitted 69 days ago • 1 comment

For the Carnegie Endowment, I wrote about the flawed premise of Biden’s “Partnership for Global Infrastructure,” its first big project in Angola, and what U.S. leadership in global development really requires beyond this. Here’s some holiday reading: carnegieendowment.org/research/202...

submitted 72 days ago • 1 comment

For the Carnegie Endowment, I wrote about the flawed premise of Biden’s “Partnership for Global Infrastructure,” its first big project in Angola, and what U.S. leadership in global development really requires beyond this. Here’s some holiday reading: carnegieendowment.org/research/202...

submitted 72 days ago • 1 comment

It's a full house for public power tonight folks

submitted 75 days ago • 0 comments

At the @cplusc.bsky.social Democracy in Power book event with Sandeep Vaheesan, @jbozuwa.bsky.social, and @advaitarun.bsky.social #GreenNewDealers #greensky #energysky

submitted 75 days ago • 2 comments