Discover and read the best of Twitter Threads about #decoupling

Most recents (24)

I really wish the ubiquitous GHG #decoupling charts were better news than they are (as it would make things much easier) but unfortunately they fall foul of the 'fallacy of composition' and are fostering a dangerous complacency about climate change efforts. 🧵 Image
TL/DR: decoupling charts show some countries are now reducing emissions while still growing GDP, but the climate challenge is to reduce absolute global emissions to near zero before it is too late. The former does not at all guarantee the latter.
In the difficult debate about whether economic growth is the solution or problem for climate change, people often seek reassurance that 'growth is the solution' by citing the 'decoupling' of GHG emissions from GDP growth already underway in some countries, of this basic form: Image
Read 35 tweets
This is what PKU Prof. Lu Feng (路风) was saying in January about foreign companies such as #ASML complying with US #chip export controls.

1⃣ “Since the #USA has used its ‘nuclear weapon’ against China, we should strike back and use our own ‘nuclear weapon’. More specifically, the US’s method of suppressing 🇨🇳 is to control the supply of chips. Well then, [in return], 🇨🇳 should and can control the demand for chips.”
2⃣ "If the US is forcing a tech and industrial #decoupling [from #China], then we should impose sanctions on all the foreign companies that are carrying out these orders to decouple from the Chinese market.”
Read 16 tweets
Did U.S. Companies, Including Sen. Kelly’s, Help Propel China’s Balloon Fleet? If so, what should Washington do about it? #decoupling #China…
“Sen. Kelly himself has first-hand knowledge of #China’s interest in near-#space balloon technology. He co-founded a balloon space-exploration company named World View in 2012. Just 2 yrs later, he helped facilitate investments for it from Chinese tech giant Tencent, #spyballoon
At first, Sen. Kelly's balloon firm was marketed as space tourism for civilians but switched to NASA and DoD work.

The company said it was cleared by the U.S. Defense Counterintelligence Security Agency, but DCSA told me it suspended the clearance in Jan. 2020.
Read 5 tweets
How to protect #China from #Russia-like sanctions?

This question continues to be debated by Chinese analysts.

▫️ Ye Yan's solution: Beijing should build an international alliance of businesses to circumvent and neutralise Western #sanctions

🔹About the author: Ye Yan (叶研) is currently a senior economist at the international R&D arm of China National Petroleum Corporation (CNPC) and an adjunct professor at China’s Southwest University of Political Science & Law.
🔹Some background: China was taken aback by the scale of Western sanctions on Russia following the outbreak of the #UkraineWar. Government officials and experts have since been assessing how best to protect their country from such a doomsday scenario.…
Read 17 tweets
Le sanzioni statunitensi su Riyadh🇸🇦 significherebbero che Washington🇺🇸 si sta accoltellando


Un articolo del 2018, ancora attuale, emblematico del sentimento delineatosi in Arabia Saudita e le recenti ripercussioni nelle relazioni bilaterali.

Thread 🧵
- grazie a @steal61 per il prezioso contributo ⬇️
2/. “Se le sanzioni statunitensi saranno imposte all'Arabia Saudita, ci troveremo di fronte a un disastro economico che scuoterebbe il mondo intero.”
Read 17 tweets
L'Arabia Saudita e gli Emirati Arabi Uniti considerano l'accordo OPEC+ come una carta vincente e un quadro di riferimento generale che consente di attivare mediazioni e tregue nello Yemen,

- breve thread 🧵
2/ con l'atmosfera positiva e consensuale che offre, che l'amministrazione Biden NON è stata in grado di fornire.

Nonostante i frequenti discorsi (Biden & Co) sulla cooperazione per la sicurezza nel Mar Rosso e nel Golfo e sulle manovre navali e aeree,
3/ tutto ciò si è rapidamente trasformato in un quadro politico ed economico che serve Israele e i suoi interessi più di quanto serva agli interessi di Riyadh e Abu Dhabi. ☝️
Read 8 tweets
Yesterday, we held the first "Defence and Statecraft Forum" & we were honoured to welcome a number of great guests. For those that couldn't make it, we are going to write a thread on the main points (in no particular order)🧵 /1

@Brussels_School #Defence #Statecraft
Supporters of #Ukraine are not doing enough to think about the plan for and repercussions of the country's eventual accession to the #EU and #NATO. One implication is that political and military support will have to be drastically enhanced. /2
Western countries have been providing weapons and support to #Ukraine, albeit more can certainly been done. However, as Ukraine presses #Russia there is a need to send Main Battle Tanks and Armoured Fighting Vehicles, as well as to ramp up deliveries of munitions.

Read 18 tweets
Il cul-de-sac in cui è finito il Regno Unito, e la trasformazione della sterlina in una valuta da paese emergente, sancisce il fallimento del cosiddetto modello neoliberale basato sulla delocalizzazione produttiva/1
C’è da dire che per decenni il modello ha funzionato: da Volcker in avanti i rendimenti obbligazionari hanno mantenuto un trend discendente grazie alle pressioni deflazionistiche e alla stabilità geopolitica mondiale…/2
…permettendo alle banche centrali di allentare la politica monetaria al primo segnale di crisi e dando il via a nuovi massimi in Borsa. Tuttavia, tale modello ha poi la cattiva abitudine di collassare ogni qualvolta soffiano venti di guerra/3
Read 11 tweets
Pochi lo hanno notato ma, nel corso dello Shangri-La Dialogue, il Giappone ha lanciato l’allarme sul rischio di conflitto simile a quello ucraino nell’area dell’Indo-Pacifico. Superfluo evidenziare il livello di stress a cui si giungerebbe sul lato logistica/1.
Il punto è che il dibattito in Occidente continua a essere confinato all’inflazione e non all’ approvvigionamento, tanto che da alcuni giorni circolano rumors secondo cui la FED potrebbe alzare i tassi fino a 100 punti base. Proprio come la bc di un paese emergente qualsiasi/2
Probabilmente si pensa che sia sufficiente alzare i tassi e creare recessione per frenare inflazione,  sottovalutando enormemente invece il processo di ‘weaponization‘ sulle materie prime e logistica che Russia e Cina adotteranno con sempre maggiore aggressività contro di noi/3
Read 4 tweets
It was a pleasure to present first thoughts of my master's thesis on #MMT and #degrowth at the @WSSAcon in Denver. I’m currently writing my thesis at @presseunikassel and @LevyEcon. I’d happy for any comment and feedback. A thread 1/
When the government spends, it must either collect #taxes or take on #debt – so the widespread assumption. A growing economy does not pose a problem, as long as g > r the debt-to-GDP ratio declines over time, particularly if loans have low interest rates and long maturities 2/
However,if the economy stops growing or if it even declines, the debt ratio rises and tax revenue declines. If one assumes that the economy should not grow endlessly for socioecological reasons #degrowth @timparrique @MGSchmelzer, how can government spending then be financed? 3/
Read 13 tweets
La formula di pagare il gas in EUR a Gazprombank che poi li convertirà in RUB è stato un passo obbligato per il semplice fatto che non esportando in Russia gli europei non avrebbero avuta una quantità sufficiente di RUB per pagare il gas. Ma il redde rationem è solo rinviato/1.
Che cosa accadrà infatti quando Mosca annuncerà la quotazione in RUB di altre materie prime come rottame, metalli e beni agricoli disarticolando più di quanto già non lo sia il mercato mondiale delle commodities? Come reagirà l’Occidente?/2
La questione riguarda anche la Cina. Malgrado il consensus del mercato punti a un allineamento tra yuan onshore CNY e yuan offshore CHH, il sistema valutario cinese rimane chiuso e rimarrà tale anche nel futuro/3
Read 9 tweets
#Hypocrisy is the best policy in a #unipolar #world, but it wont work in the “multipolar transition” to a “#Tripolar #World with a #multipolar rim”!
The “#Bipolar #World with a #Multipolar #Rim,” is already here. The Russian conflict with Ukraine, wont change this. #High #Tech #Decoupling & #partial #economic #decoupling from China is a necessary for survival of free market, open democracies.
2/hwo The #Hypocritical #World #Order(#HWO): “The very people who want pragmatism on #Afghanistan, don’t want pragmatism on #Myanmar
Read 6 tweets
1. #NixonMao #rapprochement 50th ANNIVERSARY: SOME FACTS & LESSONS.
In only 50 years, everything changes. Strategic interests of two great powers aligned then as much as they clash today.
I hate threads but my blog is not out yet: here some disorderly thoughts.
2. In 1972, China needed to avert a terrestrial invasion from #USSR. The #UnitedStates was keen to gain a heavy-weight partner to checkmate #Moscow; but the long-term objective was to bring the most populous country into a rising US-led global economic order for the US to profit
3. In the following decades, the relationship was not void of tensions. However, strategic interests were important enough to save it from #TaiwanRelationsAct, #Reagan anti #communism and support for #Taiwan; #TiananmenSquare; #StraitCrisis 1995-1996; #Belgrade bombing
Read 23 tweets
188/ns The urgent need for an Indian (conventionally armed) #Rocket #Force & associated #ISR to deter a decapitating strike by #PLARF 🧵
190/ns #National #Security #Strategy: #India's upcoming #Rocket #Force; Background, current state & future prospects 👍🏼…
Read 31 tweets
1/14. A thread on India/China. A rumored but likely authentic notice of #Walmart moving it's "Supplier Enablement Team" from #China to #India has been circulating on Chinese social media. Is this the beginning of business decoupling? A few pointers.
2. First, my understanding is Supplier Enablement team is to help suppliers getting their business efficiently so Walmart has efficiency in its own part of business. It is likely tied to Walmart commitment to source $10 Billion of India-Made Goods Each Year by 2027.
3. But is this a leading event in a significant shift of international businesses moving from China to India? It remains to be seen & an active area of attention. Southeast Asia are the common denominator in many of these supply decisions on the ground.
Read 19 tweets
I'm extremely happy to share some of the main findings of our new paper: "The effect of industrialization & globalization on domestic land-use: A global resource footprint perspective"… @SustainableDean @KlausHubacek @MartinBruckner 👇 (1/6)
Industrial intensification &unbalanced trade relations enable countries seemingly unconstrained consumption of biomass goods while being able to spare land for #conservation &recreation. However, superficially efficient #landuse systems have the highest #resourcefootprints (2/6) Image
While wealthier countries have reduced their reliance and pressure on domestic land ecosystems, they consume more biomass goods produced in other countries and require higher energy and material inputs for intensification. There is no #decoupling observable (3/6)
Read 6 tweets
It was a good to join @TheWorld’s @MarcoWermer and @BTI's Zeke @hausfath to question the compatibility of our relentless #GrowthDependency and achieving carbon targets. A few reflections on the discussion in this thread 1/7…
We all agree that rapid absolute #decoupling of emissions (not to mention impacts on #biodiversity etc) is necessary. And possible. By investing in cleaner technology #renewables #efficiency #circulareconomy #greennewdeal @AOC 2/7
Our disagreement arises from whether technology is sufficient to achieve what’s needed – to stay within 1.5 degrees for instance – without challenging @GretaThunberg’s ‘fairytales of eternal economic growth’ #theredqueen 3/7
Read 7 tweets
We are live tweeting @d_jaishankar in conversation with @BradSmi @Microsoft. The two will discuss @BradSmi’s latest book “Tools and Weapons: The Promise and the Peril of the Digital Age” #Raisina2021
.@BradSmi: Tech is a quintessentially global industry, but is also remaking every aspect of societies around the world. #Raisina2021
.@BradSmi: As data is fundamental to our lives, our book begins in one of @Microsoft’s data centre campuses. It brings to life the sheer scale of infrastructure that goes into these centres. #Raisina2021
Read 15 tweets
#Hypothesis: Agreement to disengage in Pangong lake was reached in Sept-oct, but #CCP11 backtracked in Oct/nov on expectation of Biden win! Blinken's 6th Feb call to Yang Xi confirmed firm US policy towards China. #Xi gave approval for implantation of Pangong agreement thereafter
2/hy #CCPPLA will not abandon its #Creeping #Acquisition policy on India-Tibet border till there is a border settlement, or we establish #Hard #Deterrence viz #PLA, or both! Indian Nat security apparatus is working on this premise; Post-Galwan,political estblishment is on board!
3/hy Dis-engaging tanks & Heavy armor, from battle field positions, is the first step!
Read 12 tweets
As the world's advanced economies all turn attention to semiconductors, having a blast working on this with @JPKleinhans! #techcoldwar #decoupling
Make no mistake - this is the strategic high ground of the next decade. China knows it.
The US, President Biden included, knows it.…
Read 9 tweets
#LFLo Question for #CCPapologists : If #USA is hurt more than #China by #decoupling, why is the PRC Govt pleading with USA every other day, not to decouple?
3/dcpl Folks, finally even the #Communist #Emperor of the #Middle #Kingdom with a #mandate from #Heaven is starting to get worried about #Decoupling
Read 4 tweets
@HJS_Org has put out a report looking at 'Breaking the China Supply Chain' it makes some interesting points & suggests some paths forward:… #GlobalTrade #TechNationalism #GeoPolitics Some takeaways...(1/5) ImageImage
2/5 Some interesting lessons from history from the perspective of the so-called 5-eyes nations...(Report lacks in presenting the perspective from other nations, namely China, which is needed 4 a constructive dialogue on these important dynamics) #GlobalTrends #GeoPolitics Image
3/5 Overview of the data on the level of #China dependencies among the '5-eyes' nations...#GlobalTrade #SupplyChains #Manufacturing #GeoPolitics ImageImageImage
Read 5 tweets
🌳 #NewRoots for the economy: #Degrowth 🐌

That's huge! In an open letter published today, over 1,100 scientists, experts, artists, activists from 60 countries call for a shift away from our obsession with economic growth in the wake of the #CoronaCrisis.…
The letter was published in five countries and four languages so far, more to come.

Besides on @openDemocracy it was published by @Mediapart (France) ...…
on @ctxt_es (Spain): Decrecimiento: nuevas raíces para la economía…
Read 14 tweets
@rhodium_group has released their 'Two-Way street: 2020 Update #US #China #InvestmentTrends' report. It holds some interesting #insights -… #Macro #Decoupling Some takeaways...(1/4) Overview of US FDI in China... ImageImageImage
Read 4 tweets

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