Michael Shellenberger Profile picture
Sep 7, 2022 30 tweets 12 min read Read on X
Many think we will subsidize our way to renewables, but we won't, for inherently physical reasons. Sunlight & wind are too energy-dilute. Solar/wind projects need ~300x more land, 300% more copper, and 700% more rare earths than fossil fuels, making them prohibitively expensive.
Wind/solar/batteries require: 1,000% more steel, concrete and glass; 300% more copper; and 4,200%, 2,500%, 1,900%, and 700% more lithium, graphite, nickel, and rare earths, respectively, than fossil fuels, to produce the same amount of energy, according to IEA and others. Image
The capital costs of solar, wind, and batteries have been rising since 2017 and, given the energy crisis, are about to skyrocket, and stay high for a decade. Energy today only uses 10%–20% of total global minerals. There's no way its share will rise to 50-70%, as IEA envisions. Image
Today, 40 CEOs of European metal companies warned of the “existential threat” to the industry due to energy shortages and the "extra raw materials needed to shift away from fossil fuels...50% of the EU’s aluminium & zinc capacity has already been forced offline due to the crisis” ImageImage
Policymakers insist that taxpayers will subsidize the transition to renewables, but renewables make electricity more expensive everywhere they are deployed at scale, and higher energy costs will make them prohibitively expensive.

The proximate cause of the global energy crisis is Europe's over-dependence on Russian fuels, and yet Western elites are on the verge of repeating that mistake by becoming dependent on China for the extraction and processing of the minerals needed to make solar, wind, & batteries Image
China’s market share of renewables/EV minerals is 2x OPEC’s share of oil. The U.S. is dependent on imports for 100% of 17 renewables/EV-critical minerals; for 28 others, imports account for >50% of domestic demand. Image
China dominates solar and battery production. Minerals = 60%–70% of the cost to produce solar panels & lithium batteries. And China's solar panel labor costs have been very low to free, considering that they have been covered as part of its genocide.

michaelshellenberger.substack.com/p/ban-chinese-…
There is no tech fix. The underlying problem is physical: the energy-dilute nature of sunlight & wind & their low power densities. There is simply no way that energy's share of minerals consumption will rise from 10%–20% to 50-70%, with or without today's energy shortages. Image
We've known for 200 years that the industrial revolution was made possible first by coal and then by oil and gas. It simply wasn't possible with wood, water wheels, and wind mills. Scholars have now shown, using physical measures, why this was the case.

amazon.com/Energy-English…
"The availability of free energy... explains why the industrial revolution started in Britain, where coal was readily available & firewood already depleted, or difficult to transport, whereas Germany, with its huge forests next to rivers, was much later."

amazon.com/Subterranean-F…
For a much more exciting, humanistic, and contemporary account of energy transitions, check out this 2020 best-seller 😉

amazon.com/Apocalypse-Nev…
If renewables are doomed for basic physical reasons, why do so many educated people believe we will transition to them?

Most politicians are just ignorant. They have been surrounded by professional ideologues who have deceived them for decades. To wit:

But many others are nihilists who have turned nature into a god and have convinced themselves that civilization is destroying it. They are in the grip of a pathological dogma no different from the dogma that grips cult members. They dream of apocalypse.

michaelshellenberger.substack.com/p/anti-energy-…
In Europe, politicians are either delusional or nihilistic. The delusional ones think they can cap the price of energy, but that will just shift the costs from ratepayers to taxpayers. The nihilistic ones, like the Greens, seek de-industrialization.

bloomberg.com/news/articles/…
We are headed for recession and Europe may be headed for depression. Western civilization will be rocked to its very core. Most of the politicians in power today won't be in power three years from now. People will learn the physics of energy the hard way.

michaelshellenberger.substack.com/p/biden-and-tr…
Energy is the biggest story the world. Most of what you read about it in the mainstream news media is misinformation. I am traveling the world to get to the bottom of the crisis. Please consider subscribing to my Substack to stay informed.

michaelshellenberger.substack.com/p/anti-energy-…
"Amazon experienced “critical fire” in at least 6 of its 47 sites with solar... By June last year, all of Amazon’s U.S. operations with solar had to be taken offline.... Those details didn’t show up in Amazon’s 100-page sustainability report"

cnbc.com/2022/09/01/ama…
“Many solar panels are already winding up in landfills, where in some cases, they could contaminate groundwater with toxic heavy metals such as lead, selenium and cadmium…. it costs roughly $20 to $30 to recycle a panel versus $1 to $2 to send it to a landfill.” ImageImage
People say innovation will save renewables, but their underlying problem is physical. The dilute nature of sunlight and wind means they will always require 300x more land, 300% more copper, 700% more rare earths than nuclear or natural gas.

michaelshellenberger.substack.com/p/end-of-renew…
Places with a lot of renewables are reaching their limits. The amount of zero-carbon electricity California generated *declined* 10% over the last decade. In Germany, the total amount of electricity from renewables *declined* in 2021, even as overall electricity consumption rose. Image
China’s global market share of renewables and EV minerals is 2x OPEC’s share of oil. China already dominates solar and battery production. Minerals are 60%–70% of the cost to produce solar panels and lithium batteries. We can't shift those industries to the US & keep costs low. Image
Energy today only uses 10%–20% of total global minerals but the International Energy Agency says its share must rise to 50-70% for the world to transition to renewables. That's simply not going to happen. It would make energy and everything else prohibitively expensive. Image
People say I don't talk about solutions enough, but I do, in nearly every single article, and usually for one-third of the space.

michaelshellenberger.substack.com/p/end-of-renew… Image
Not to the mention the real world successes we keep racking up

michaelshellenberger.substack.com/p/how-we-saved…
Solar costs soaring ImageImage

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More from @shellenberger

Oct 28
In 2022, Obama gave a speech at Stanford Cyber Policy Center advocating sweeping censorship of the Internet. Now, Public has discovered the same Center last month hosted a secret meeting with EU, UK, Brazil, & Australia officials to plot global censorship — including of the US. Image
In the spring of 2022, former President Barack Obama gave a major policy addressat Stanford University’s Cyber Policy Center, where he laid out a sweeping proposal for government censorship of social media platforms through the Platform Accountability and Transparency Act. Six days later, President Joe Biden’s Department of Homeland Security announced that it had created a “Disinformation Governance Board” to serve as an Orwellian Ministry of Truth with the clear goal of controlling the information Americans could access online.

At the heart of Obama’s vision for Internet censorship was legislation that would have authorized the US government’s National Science Foundation to authorize and fund supposedly independent NGOs to censor the Internet. The DHS and Stanford Internet Observatory, which was part of the Stanford Cyber Policy Center, pioneered this censorship-by-proxy strategy as a way to get around the First Amendment in 2020 with posts raising concerns about the 2020 elections and in 2021 with “narratives” expressing concern about the Covid vaccine.

The 2024 election of President Donald Trump significantly reduced the threat of Obama, DHS, and NSF censoring the American people. Trump defunded much of the Censorship Industrial Complex. The Platform Accountability Act is going nowhere in Congress. Elon Musk fired most of the censorship staff at Twitter and has allowed a significantly wider range of speech on the platform. And even before Trump’s election, Stanford donor Frank McCourt stopped funding the Stanford Internet Observatory after Public, Racket News, and House Weaponization Subcommittee Chairman Jim Jordan exposed its central role in the DHS censorship-by-proxy scheme.

But now, foreign governments, including Europe, the UK, Brazil, Australia, and others are demanding censorship, including of the American people. The risk is that US tech companies will find it significantly less expensive to have a single global censorship regime and just go along with foreign censorship requests. Facebook complied with Biden administration demands to censor because it needed Biden’s help in dealing with European censorship officials. And the Brazilian government forced Elon Musk to continue censoring the Brazilian people after it froze Starlink’s assets.

And Public has discovered that the Stanford Cyber Policy Center, which is led by Obama’s former ambassador to Russia, Michael McFaul, is at the heart of a new, secretive, and possibly illegal censorship initiative that appears even more ambitious than the one Obama proposed in 2022.

On September 24, the Cyber Policy Center hosted a secret dinner between its leaders and top censorship officials from Europe, UK, Brazil, California and Australia. The meeting was titled “Compliance and Enforcement in a Rapidly Evolving Landscape.” Frank McCourt, the same person behind the Stanford Internet Observatory, financed the gathering through his “Project Liberty Institute,” (PLI), toward which he gave $500 million to “strengthen democracy” and “foster responsible technology.”

Public emailed all 21 participants and organizers and only heard from four, PLI, the Australian government, the UK government, and the European Union, which declined to comment because, even though Public gave it over 24 hours, a spokesperson said, “We would need several days.”

The UK government said, “The legal framework gives Ofcom power to enforce the duties in the Act which are related to securing protections for people in the UK; it does not give Ofcom powers to enforce under any other legal regimes…. Ofcom has always engaged with various international forums and networks across all of the sectors we regulate, including online safety, spectrum, telecommunications, post, and broadcast and media. Regulators around the world regularly exchange insights, experience, and best practice.”

A spokesperson for PLI said it “has made unrestricted gifts to several academic research programs, including Stanford University” and that “PLI does not receive funding from governments, intergovernmental organizations, or large technology companies.”

But PLI’s own policy “blueprint” reveals that it is demanding a single total global censorship regime and intends to use the EU’s market power, known as the “Brussels effect,” to force big tech companies to comply. The blueprint calls for governments to “Recommit to a Single, Global Internet,” with “regulatory interoperability and oversight, to achieve a single unified market” and use the large size of the EU market to “drive bilateral and multilateral agendas to formally enshrine reciprocal guarantees.”

A spokesperson for the Australian government said, “Whilst in attendance at Stanford for the 2-day conference, some attendees, including trust and safety researchers, industry, civil society, and government representatives, were also invited to attend an informal evening roundtable event organised by Stanford University entitled, ‘Compliance and Enforcement in a Rapidly Evolving Landscape.’ This roundtable did not involve any discussion of compliance coordination or regulatory information sharing.”

The Australian spokesperson claimed that “eSafety has no role in regulating hate speech or disinformation. eSafety has no remit or interest in regulating the affairs of other nations, nor does it have any role in diplomatic, trade or other government-to-government relations.”

But it also said, “As the internet is global and functions irrespective of national borders, by necessity eSafety collaborates with law enforcement, other government agencies, and non-government partners around the world, including in the United States.”

The leaked agenda’s stated purpose was to “discuss the state of compliance and enforcement” in order to “identify where data, research, and expertise can enable more effective compliance with and enforcement of existing policy.”

Much of the following two days of the public conference were focused on coordinating government censorship (“regulation”) of social media platforms, and the other nations that attended the meeting are all intensively involved in censoring their citizens and US tech companies.

And, the head of Australia’s eSafety, Julie Inman-Grant, who was a keynote speaker at Stanford’s foreign censorship meeting, is also the head of a global government censorship network that serves as forum, she told the World Economic Forum, “to help us coordinate, build capacity and do just that…. We use the tools that we have, and can be effective, but we know we’re going to be, go, much further, when we work together with other like-minded independent statutory authorities around the globe.”

As such, the people who are demanding censorship are once again spreading disinformation about what they are doing.

All of this is happening in a context of global censorship intensifying. The UK government arrests 30 people per day for “offensive” social media posts, is attempting to censor 4Chan, which has no servers in the UK, and will mandate digital IDs for employment, which may give unprecedented control to politicians and bureaucrats to censor. The Brazilian government has, for year,s been censoring journalists and policymakers, incarcerating people for legal social media content, and threatening prosecution of journalists, including this author. And several European nations are censoring and arresting their citizens, preventing opposition political candidates from running for office, and preparing to implement digital IDs.

Why did Stanford Cyber Policy Center hold this meeting, what is its strategy for global censorship? Who leaked the agenda to Public and why? And what can be done to stop Stanford, Brazil, Australia, the EU and others from realizing their totalitarian censorial vision?

Please subscribe now to support Public's award-winning investigatie journalism, read the rest of the article, and watch the full video!
Here is the leaked agenda from the Stanford Cyber Policy Center's secret foreign censorship meeting on September 24, 2025:Image
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Read 5 tweets
Oct 8
Fifty-five percent of people on the Left justify the murder of Trump, five times more liberals than conservatives defend political violence, and not a single high-profile Democrat has called for @jonesjay to drop out. The Left truly can not make its intentions any clearer. Image
The person whose legacy is most being destroyed by this is @BarackObama . He must demand that @jonesjay step down. Now. And he should take extraordinary efforts to demand the Left back down from its utterly crazed support for violence. This building should not open until he does that.Image
Read 5 tweets
Oct 8
Mind-blowing. In 2014, VP Biden attacked corrupt developer in Romania who owned land around US embassy. In 2015, Hunter goes to work for the corrupt developer, lobbies US ambassador to pressure Romanians to drop case, then proposes to settle case by cutting in his China client 😳 Image
This appears to have been a straight-up mob-style shakedown by the Biden family done under the auspices of Obama foreign policy and in a way the directly jeopardized US national security.
The lawyers for Hunter’s corrupt developer client first threatened to jeopardize the land upon which the embassy sat, and then proposed a deal whereby prosecutors dropped the case in exchange for the corrupt developer selling nearly half his stake to a state-owned Chinese energy company, that was also Hunter’s client.Image
Read 9 tweets
Sep 28
Good god. The Swiss people just approved digital IDs. Australia implemented them in Dec. UK last week. In all 3 nations, deep state-allied politicians are behind them. This is a digital ID/censorship emergency. Please share and reply below with info about other nations. Image
The deep state swamp creatures know that digital IDs are unpopular and so they are trying to rush them through before anyone realizes what they are doing. The good news is that the more people learn about them the more alarmed they become.

Polling in Switzerland showed 60% backed digital IDs which both houses in parliament had already approved. The final vote was just 50.4%. It almost lost. I hope the Swiss people are carefully scrutinizing the vote count.

Same dynamic in UK. Opposition to digital IDs is low and will rise. Digital IDs can and must be killed.

x.com/shellenberger/…
From a Swiss source: "Palantir and Mercator sponsored the Yes Campaign. Palantir is a member of Digital Switzerland, alongside other tech companies. Digital Switzerland lobbied for the E-ID/digital ID in Switzerland in this vote.Image
Read 10 tweets
Sep 27
The man behind the digital ID push is Larry Ellison, owner of Oracle, CBS, CNN, and, soon, TikTok. He wants data centralization and total surveillance. "Citizens will be on their best behavior because we're constantly watching & recording everything that's going on." Terrifying.
This article in the left-wing UK magazine @NewStatesman details how Ellison bankrolled Starmer's Digital ID push.

This is not a partisan issue. Freedom lovers on the Left and Right should both aggressivley oppose digital totalitarianism.

Ellison: We need to unify all of the national data. Put it into a database where it's easily consumable by the AI model, and then ask whatever question you like.

Blair: So you're really through the use of this, you're revolutionizing the way government works, right? The services it provides, the way that it operates.

Why bother having democracy at all? Why not just let Ellison and WEF and AI run things? What could possibly go wrong?
Read 7 tweets
Sep 27
And after the government combines your personal, banking, and voting data under a single digital ID, it will add social media and vaccine information. Same with Real ID in the US. The Censorship Industrial Complex was dress rehearsal for digital ID.
Stop your creepy totalitarianism @sundarpichai @Google Image
@sundarpichai @Google UK opposition vs support of digital IDs is 45 to 42.

Opponents should be able to drive that opposition number up significantly.

It is absolutely essential that the UK kill two-tier @Keir_Starmer plan for digital IDs before they metastasize across the West. Image
Read 18 tweets

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