Anderson Lee
@andersonlee.bsky.social
Sustainable Finance at WRI Finance.
Interested in Climate Change, Politics, Economics, Finance, Foreign Policy. Still learning. Views my own. 🇺🇸🇧🇷🇰🇷
Interested in Climate Change, Politics, Economics, Finance, Foreign Policy. Still learning. Views my own. 🇺🇸🇧🇷🇰🇷
Reposted by Anderson Lee
Man. Drought likely caused by climate change lowers river levels, forcing closure of nuclear power plants and cutting electricity to car plants making mostly combustion engine cars.
Ford, Dacia halt Romania plants as energy crisis forces production cuts
Ford, Dacia halt Romania plants as energy crisis forces production cuts
www.autonews.com
August 3, 2026 at 8:01 PM
Man. Drought likely caused by climate change lowers river levels, forcing closure of nuclear power plants and cutting electricity to car plants making mostly combustion engine cars.
"The supply side is currently predominantly structured by the interests, logics, and capacities of private actors, which means that when private capital fails to build, produce, or provide in the ways society needs, there is no one to hold responsible."
hello all!!
Big Drop Today
we are launching a manifesto for our framework for the next US supply-side economic consensus -- The Productive State -- at Forces of Production
www.forcesofproduction.com/p/the-produc...
Big Drop Today
we are launching a manifesto for our framework for the next US supply-side economic consensus -- The Productive State -- at Forces of Production
www.forcesofproduction.com/p/the-produc...
The Productive State
On Governing The Supply Side
www.forcesofproduction.com
July 31, 2026 at 7:23 PM
"The supply side is currently predominantly structured by the interests, logics, and capacities of private actors, which means that when private capital fails to build, produce, or provide in the ways society needs, there is no one to hold responsible."
"The real story is that public financing infrastructure enabled private sector investment. The public sector’s critical role is not as a substitute for markets but as a coordinator of market infrastructure and backstop for financial risk that the private sector can't bear alone."
How Financialization Can Complement Reindustrialization - American Affairs Journal
To harness the urgency for strategic industrial investment into a self-sustaining force, public financing infrastructure must be built that enables deployment of private capital toward strategic objec...
americanaffairsjournal.org
July 28, 2026 at 3:24 PM
"The real story is that public financing infrastructure enabled private sector investment. The public sector’s critical role is not as a substitute for markets but as a coordinator of market infrastructure and backstop for financial risk that the private sector can't bear alone."
Reposted by Anderson Lee
US policy in/wrt Brazil:
1. Denying climate change
2. 301 tariffs of 25% citing illegal deforestation (hastens cc).
3. Fretting about gains in BZ ag exports to CN driven by ag expansion thru deforestation.
4. Politically backing BZ’s cc deniers & ag expanders. www.reuters.com/world/americ...
1. Denying climate change
2. 301 tariffs of 25% citing illegal deforestation (hastens cc).
3. Fretting about gains in BZ ag exports to CN driven by ag expansion thru deforestation.
4. Politically backing BZ’s cc deniers & ag expanders. www.reuters.com/world/americ...
US aimed to send envoys to Brazil to question its electoral system - sources
Brazil has denied visa requests for two Trump administration officials who planned to travel to the country to cast doubt on the integrity of its electoral system, two Brazilian officials with knowle...
www.reuters.com
July 25, 2026 at 4:17 PM
US policy in/wrt Brazil:
1. Denying climate change
2. 301 tariffs of 25% citing illegal deforestation (hastens cc).
3. Fretting about gains in BZ ag exports to CN driven by ag expansion thru deforestation.
4. Politically backing BZ’s cc deniers & ag expanders. www.reuters.com/world/americ...
1. Denying climate change
2. 301 tariffs of 25% citing illegal deforestation (hastens cc).
3. Fretting about gains in BZ ag exports to CN driven by ag expansion thru deforestation.
4. Politically backing BZ’s cc deniers & ag expanders. www.reuters.com/world/americ...
“These supply chains have momentum as they get going...so as you establish those far downstream component manufacturing, you start to recruit all of the upstream manufacturing... The question now is whether that snowball effect kicked off by the IRA will continue.”
How is U.S. clean energy manufacturing going under Trump 2.0?
As with so many other questions about the energy transition, the answer is: It’s complicated.
Here’s @emilypont.bsky.social on how two new reports add to the confusing mix:
heatmap.news/energy/rhodi...
As with so many other questions about the energy transition, the answer is: It’s complicated.
Here’s @emilypont.bsky.social on how two new reports add to the confusing mix:
heatmap.news/energy/rhodi...
Is U.S. Clean Energy Manufacturing Booming or Busting?
Two new reports out this week create a seemingly contradictory portrait of the country’s energy transition progress.
heatmap.news
May 22, 2026 at 4:02 PM
“These supply chains have momentum as they get going...so as you establish those far downstream component manufacturing, you start to recruit all of the upstream manufacturing... The question now is whether that snowball effect kicked off by the IRA will continue.”
Reposted by Anderson Lee
NEW: U.S. Steel is planning a “direct reduced iron” plant at Big River Steel Works in Arkansas, where it’ll combine with electric arc furnaces to create a model for cleaner steelmaking.
https://www.canarymedia.com/articles/green-steel/us-steel-build-2b-plant-arkansas
https://www.canarymedia.com/articles/green-steel/us-steel-build-2b-plant-arkansas
US Steel to build $2B lower-carbon iron plant in Arkansas
The new "direct reduced iron" facility at Big River Steel is part of parent company Nippon Steel’s larger $11 billion investment in U.S. operations.
www.canarymedia.com
April 30, 2026 at 7:07 PM
NEW: U.S. Steel is planning a “direct reduced iron” plant at Big River Steel Works in Arkansas, where it’ll combine with electric arc furnaces to create a model for cleaner steelmaking.
https://www.canarymedia.com/articles/green-steel/us-steel-build-2b-plant-arkansas
https://www.canarymedia.com/articles/green-steel/us-steel-build-2b-plant-arkansas
"The petrodollar story gets cause and effect exactly backwards. Oil producers priced barrels and profits in dollars in the 1970s because an infrastructure of global dollar banking, what we now call the eurodollar system, was already in place — not in New York, but in London."
There’s no such thing as the petrodollar
War on Iran is changing the currency calculations of Gulf energy exporters. But the dollar’s global role depends on far more than the denomination of a barrel of oil
www.ft.com
April 28, 2026 at 3:24 AM
"The petrodollar story gets cause and effect exactly backwards. Oil producers priced barrels and profits in dollars in the 1970s because an infrastructure of global dollar banking, what we now call the eurodollar system, was already in place — not in New York, but in London."
Reposted by Anderson Lee
🤷🏻♀️🤷🏻♀️🤷🏻♀️
April 27, 2026 at 3:53 PM
🤷🏻♀️🤷🏻♀️🤷🏻♀️
Reposted by Anderson Lee
Leon Black's father was Eli Black, who is the reason why we have the Foreign Corrupt Practices Act b/c of what he did as CEO of United Fruit ..
he jumped out of his office window b/c he knew that his bribery of the president of Honduras was about to come out
what a family
he jumped out of his office window b/c he knew that his bribery of the president of Honduras was about to come out
what a family
April 27, 2026 at 3:37 PM
Leon Black's father was Eli Black, who is the reason why we have the Foreign Corrupt Practices Act b/c of what he did as CEO of United Fruit ..
he jumped out of his office window b/c he knew that his bribery of the president of Honduras was about to come out
what a family
he jumped out of his office window b/c he knew that his bribery of the president of Honduras was about to come out
what a family
I tried to summarize the BII and BlueOrchard fund capital structure that aims to tap into insurance capital interested in climate EMDEs after Solvency UK was passed
www.bii.co.uk/en/news-insi...
www.bii.co.uk/en/news-insi...
March 10, 2026 at 9:13 AM
I tried to summarize the BII and BlueOrchard fund capital structure that aims to tap into insurance capital interested in climate EMDEs after Solvency UK was passed
www.bii.co.uk/en/news-insi...
www.bii.co.uk/en/news-insi...
I’ve never seen so many luxury European cars (especially German) than in Korea (Gangnam). Maybachs, high-end Benz, Porsche, RR and on and on. To the point that now Korea runs a trade deficit with Germany on cars.
March 10, 2026 at 3:11 AM
I’ve never seen so many luxury European cars (especially German) than in Korea (Gangnam). Maybachs, high-end Benz, Porsche, RR and on and on. To the point that now Korea runs a trade deficit with Germany on cars.
If I ever became president, I’d replicate the Korean health checkup system. A super-efficient, one-stop facility where people can complete a full battery of health tests quickly, conveniently and at low cost. Preventive diagnosis that is simple, affordable, accessible.
March 10, 2026 at 12:39 AM
If I ever became president, I’d replicate the Korean health checkup system. A super-efficient, one-stop facility where people can complete a full battery of health tests quickly, conveniently and at low cost. Preventive diagnosis that is simple, affordable, accessible.
Green hydrogen investment of €1bn supported by over €300mn in EU subsidies. But who receives subsidies must use EU-made (or EU FTA) electrolyzer stacks under new Industrial Accelerator Act
www.ft.com/content/32cc...
www.hydrogeninsight.com/electrolyser...
www.ft.com/content/32cc...
www.hydrogeninsight.com/electrolyser...
Spain’s Moeve bucks green hydrogen gloom with €1bn project
Group backed by Mubadala and Carlyle to build new plant in Andalusia in boost to beleaguered industry
www.ft.com
March 6, 2026 at 9:18 AM
Green hydrogen investment of €1bn supported by over €300mn in EU subsidies. But who receives subsidies must use EU-made (or EU FTA) electrolyzer stacks under new Industrial Accelerator Act
www.ft.com/content/32cc...
www.hydrogeninsight.com/electrolyser...
www.ft.com/content/32cc...
www.hydrogeninsight.com/electrolyser...
“This is the Epstein class in all its glory. It’s an elite that schemes to remain as unaccountable for sexual crimes as it does for corporate crimes.”
Guys I found the best Epstein Files email. The one that illuminates an elite class that's cocooned themselves into an unaccountable shell of wealth and privilege, fighting to protect their secrets and offenses.
I could write a novel about this email.
prospect.org/2026/02/17/e...
I could write a novel about this email.
prospect.org/2026/02/17/e...
The Quintessential Epstein Files Email - The American Prospect
Jeffrey Epstein and his friends standing up for Mary Jo White against Elizabeth Warren tells you everything about the class war at the heart of the files.
prospect.org
February 17, 2026 at 9:11 PM
“This is the Epstein class in all its glory. It’s an elite that schemes to remain as unaccountable for sexual crimes as it does for corporate crimes.”
“One widely held idea to be dismissed off the bat is that in order to field a currency that acts as a global reserve asset, a country needs to run trade deficits. This is not true.”
February 16, 2026 at 4:05 PM
“One widely held idea to be dismissed off the bat is that in order to field a currency that acts as a global reserve asset, a country needs to run trade deficits. This is not true.”
“Today, New York City’s rental market is defined by two colliding forces: tenants’ need for affordable rents, and landlords’ need to repay their creditors. Only public ownership offers an escape from the mounting pressure.”
I have a new piece out today in Phenomenal World, on the economics of a freeze in NYC regulated rents. www.phenomenalworld.org/analysis/aft...
February 15, 2026 at 4:43 PM
“Today, New York City’s rental market is defined by two colliding forces: tenants’ need for affordable rents, and landlords’ need to repay their creditors. Only public ownership offers an escape from the mounting pressure.”
What is meant by Abundance: YIMBYism + supply focus or a centrist omnicause?
(first time I hear about “deportation abundance”)
newsletter.mikekonczal.com/p/what-progr...
rooseveltinstitute.org/publications...
(first time I hear about “deportation abundance”)
newsletter.mikekonczal.com/p/what-progr...
rooseveltinstitute.org/publications...
February 7, 2026 at 10:47 PM
What is meant by Abundance: YIMBYism + supply focus or a centrist omnicause?
(first time I hear about “deportation abundance”)
newsletter.mikekonczal.com/p/what-progr...
rooseveltinstitute.org/publications...
(first time I hear about “deportation abundance”)
newsletter.mikekonczal.com/p/what-progr...
rooseveltinstitute.org/publications...
“Back in 2013, Bill Gates remarked that it would take a decade to know whether education technology really worked. More than ten years and hundreds of billions of dollars later, the answer is increasingly clear.
‘Imagine if all that money had gone into teachers instead.’”
‘Imagine if all that money had gone into teachers instead.’”
Ed tech is profitable. It is also mostly useless
Independent research identifies few learning gains
www.economist.com
February 7, 2026 at 7:25 PM
“Back in 2013, Bill Gates remarked that it would take a decade to know whether education technology really worked. More than ten years and hundreds of billions of dollars later, the answer is increasingly clear.
‘Imagine if all that money had gone into teachers instead.’”
‘Imagine if all that money had gone into teachers instead.’”
"They are channeling an immigration regime instituted in 1924, when strict racial quotas — driven by fears of foreigners and a rise in eugenic thinking — led to a bottoming-out of foreign-born Americans that lasted for decades... protecting a white, Christian character for the country."
Trump’s Immigration Policy Is 100 Years Old
www.nytimes.com
February 6, 2026 at 7:24 PM
"They are channeling an immigration regime instituted in 1924, when strict racial quotas — driven by fears of foreigners and a rise in eugenic thinking — led to a bottoming-out of foreign-born Americans that lasted for decades... protecting a white, Christian character for the country."
"Shrinking the balance sheet has had only a modest impact on financial conditions because quantitative easing has proven to be not very powerful in providing stimulus to the economy.
...
If the Fed were to continue QT it would eventually have two options:"
www.bloomberg.com/opinion/arti...
...
If the Fed were to continue QT it would eventually have two options:"
www.bloomberg.com/opinion/arti...
February 6, 2026 at 5:19 PM
"Shrinking the balance sheet has had only a modest impact on financial conditions because quantitative easing has proven to be not very powerful in providing stimulus to the economy.
...
If the Fed were to continue QT it would eventually have two options:"
www.bloomberg.com/opinion/arti...
...
If the Fed were to continue QT it would eventually have two options:"
www.bloomberg.com/opinion/arti...
"The answer must be to take away ICE and CBP’s money, headcount, and guns. The only politically sensible way to mount this direct challenge is by dismantling the agencies, rather than accept the premise that we need to streamline them and limit their focus to going after the truly “bad guys.”"
I have a piece on @lpeblog.bsky.social detailing how ICE & immigration judges are at war against federal courts.
100s of federal judges—and one nationwide class—have held ICE & IJs are breaking the law imposing blanket mandatory detention—yet they continue undeterred: lpeproject.org/blog/immigra...
100s of federal judges—and one nationwide class—have held ICE & IJs are breaking the law imposing blanket mandatory detention—yet they continue undeterred: lpeproject.org/blog/immigra...
Immigration Agencies Are Openly Defying Federal Courts
Federal courts have overwhelmingly rejected the Trump Administration's radical expansion of mandatory detention. Despite this, ICE continues to arrest and detain tens of thousands of people each month...
lpeproject.org
January 27, 2026 at 4:42 AM
"The answer must be to take away ICE and CBP’s money, headcount, and guns. The only politically sensible way to mount this direct challenge is by dismantling the agencies, rather than accept the premise that we need to streamline them and limit their focus to going after the truly “bad guys.”"
Amazing that the first issue for Larry Fink and Ken Griffin is the deficit and governments "spending well beyond their means", the "recklessness" of this current moment in history.
Lagarde adds at least some nuance between productive/unproductive deficits.
www.weforum.org/meetings/wor...
Lagarde adds at least some nuance between productive/unproductive deficits.
www.weforum.org/meetings/wor...
Decade Déjà Vu: Are the 2020s the New 1920s?
Exploring the 2020s through the lens of the 1920s, this discussion at the World Economic Forum Annual Meeting 2026 considers economic shifts, societal changes, and technological developments shaping t...
www.weforum.org
January 21, 2026 at 5:31 PM
Amazing that the first issue for Larry Fink and Ken Griffin is the deficit and governments "spending well beyond their means", the "recklessness" of this current moment in history.
Lagarde adds at least some nuance between productive/unproductive deficits.
www.weforum.org/meetings/wor...
Lagarde adds at least some nuance between productive/unproductive deficits.
www.weforum.org/meetings/wor...
Signs of times when Davos has panels titled "Governments as Economic Super Actors" and "Hard Choices for Industrial Policy"
January 21, 2026 at 12:58 AM
Signs of times when Davos has panels titled "Governments as Economic Super Actors" and "Hard Choices for Industrial Policy"
"At present, Europe has no sovereign digital payment system and its entire architecture depends on US service providers"
Roadmap for Euro to become a global reserve currency:
- swap lines
- own payment system
- avoid US stablecoins
- true, common safe asset
- capital markets integration
Roadmap for Euro to become a global reserve currency:
- swap lines
- own payment system
- avoid US stablecoins
- true, common safe asset
- capital markets integration
NEW: In this moment of profound uncertainty over the global monetary order, Europe needs to move swiftly on becoming a truly global currency issuer, writes @shahinvallee.bsky.social www.phenomenalworld.org/analysis/a-g...
A Global Euro | Phenomenal World
With the global monetary order on less certain ground, will Europeans seize the opportunity to make the euro a true reserve currency issuer?
www.phenomenalworld.org
January 20, 2026 at 11:49 PM
"At present, Europe has no sovereign digital payment system and its entire architecture depends on US service providers"
Roadmap for Euro to become a global reserve currency:
- swap lines
- own payment system
- avoid US stablecoins
- true, common safe asset
- capital markets integration
Roadmap for Euro to become a global reserve currency:
- swap lines
- own payment system
- avoid US stablecoins
- true, common safe asset
- capital markets integration
Dallas Fed: "Employment of unauthorized immigrants has contracted an average 26K/m through July/25, or an annual equivalent decline of 310K. However, if the recent pace of decline continues, these immigration outflows could result in a net loss of 51K/m in 2025, or 612K for the year."
January 20, 2026 at 10:04 PM
Dallas Fed: "Employment of unauthorized immigrants has contracted an average 26K/m through July/25, or an annual equivalent decline of 310K. However, if the recent pace of decline continues, these immigration outflows could result in a net loss of 51K/m in 2025, or 612K for the year."