Prof @ Oxy || Political economy of the energy transition. Documenting my work: powershiftchronicles.substac…

Joined January 2010
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Igor Logvinenko retweeted
NEW: Amazon researchers are reportedly behind the jailbreak report that led to the U.S. crackdown on Anthropic’s top models.
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"solar and battery storage together accounted for 91% of all new US power capacity installed in Q1 2026."
BREAKING: Solar energy accounted for 12.8% of US electricity production in May, surpassing coal at 12.2%, marking the first time this has occurred in a full calendar month. Solar generation surged 17.0% YoY in May while coal output declined -11.0%, continuing a historic shift in the US power mix. This shift has been supported by years of rapid solar deployment, while rising electricity demand from AI data centers further boosting investment in new generation capacity. As a result, solar and battery storage together accounted for 91% of all new US power capacity installed in Q1 2026. Meanwhile, natural gas remains the dominant source at 37% of the US electricity mix. The AI revolution is accelerating America's energy transition.
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Igor Logvinenko retweeted
Good morning with good news: Biggest solar cell factory in US history starts making solar cells and every major piece of a solar panel! Qcells will annually make in Georgia 8.6 GW of modules and 3.3 GW of cells, ingots & wafers. It will employ 4,000! electrek.co/2026/06/11/georg…
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Igor Logvinenko retweeted
California plug-in solar bill advances after another unanimous vote dlvr.it/TT0KPG #SolarEnergy #USEnergy #EnergyStorage
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Fable really is faster
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Igor Logvinenko retweeted
Battery storage is growing at record speed, with 2025 additions 40% higher than in 2024 From balancing grids to shifting solar power across the day, storage is emerging as a versatile tool for modern day power systems around the world The full analysis: iea.li/4x0ns3Z
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Latest on my Substack: Poland: How Europe’s Loudest Climate Foot-Dragger Accidentally Built a Solar Superpower open.substack.com/pub/powers…
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Igor Logvinenko retweeted
The World Cup tourists have discovered Buc’ees
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These timelines of Europeans travelling through Alabama are amazing
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Igor Logvinenko retweeted
Michigan is so freaked out about Chinese EVs that lawmakers there are trying to ban them from even day trips from Canada or Mexico. Mustn’t let Americans see what they’re missing or they might get ideas! apple.news/AokZHvDVbSSGEwp7H…
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Slobodian is taking such a beating in X. Yet many (most?) of my colleagues who admire his work will never know
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Igor Logvinenko retweeted
Surge in solar imports in March v Feb 2026, Top 5 countries 1. Nigeria: 519% Month-on-Month Explosion 2. Ethiopia: 391% m-on-m 3. Malaysia: 384% m-on-m 4. Kenya: 207% m-on-m 5. Philippines: 174% m-on-m Unending fossil wars triggered a citizen revolt for energy independence
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Igor Logvinenko retweeted
*META WEIGHS RAISING TENS OF BILLIONS IN NEW SHARE SALE: FT Epic. Timing.
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I am so glad incumbent capitalists prevailed
Wow, the S&P Dow Jones Indices has just officially announced that they will NOT be changing their inclusion rules to make it easier for “MegaCap” companies (such as @SpaceX) to be fast-tracked into the S&P 500. Their reasoning: "S&P DJI determined that exceptions to the financial viability, seasoning, and IWF requirements should not be granted solely based on market capitalization. The decision not to adopt the proposed exceptions preserves core index principles by maintaining consistent application of these key requirements. Although there may be trade-offs between strict adherence to these eligibility requirements and broad representativeness, the current methodology provides substantial market coverage and sector balance. As a result, the indices can continue to meet their stated objectives while preserving their role as representative and investable benchmarks for the U.S. equity market. No changes will be made to the eligibility criteria including financial viability screens, seasoning period, or minimum IWF, for the S&P 500, S&P MidCap 400, or S&P SmallCap 600 as a result of the S&P Dow Jones Indices consultation on the treatment of MegaCap companies. Accordingly, there will be no changes to existing methodology for this index family." This means that the earliest @SpaceX could be eligible to be added to the S&P 500 would now be June 2027. The requirements that will now remain in place are: • No changes to S&P 500 eligibility rules for mega-cap companies. • Mega-cap companies will still need to wait 12 months after their IPO before being considered for S&P 500 inclusion. • S&P will not waive profitability requirements for mega-cap companies. The company must have positive GAAP net income in the most recent quarter, and the sum of the most recent four consecutive quarters. • S&P will not waive minimum public float requirements for mega-cap companies. At least 10% of a company's shares must be publicly tradable ("free float"). The S&P rejected proposals that would have: • Reduced the IPO seasoning period from 12 months to 6 months • Waived profitability requirements • Waived minimum public float requirements
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Igor Logvinenko retweeted
it’s really inspiring to see the collective response of humanities professors on twitter whenever an academic says something positive about artificial intelligence. it feels like getting the whole gang together again for one last hurrah before turning off the lights for good.
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I am in strong agreement with @akoustov here. In fact, I'd go with a more dire diagnosis. The in-group signaling and circling-the-wagons dynamics are supercharged precisely because the humanities and most of social science lack objective standards.
Another thing I'm learning from my recent ethnographic engagements with humanities professors is the prevalence of the "AI as plagiarism" frame over the "AI as RA" frame in their tribes. If you are a regular person or researcher, you mostly just want to get things done. If you already relied on various assistants or human agents (!) for that, using AI agents to do the same thing better is a no-brainer. But if your whole existence is premised on mostly solo-authored human creativity and provenance with few objective standards (no shade, folks!), then any AI tool is clearly a moral violation and should be verboten.
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Because the humanists have a valuable story to tell: deep reading, sustained attention, slow conversation are what we need more of as we march into our crazy future. (ironically Cal Newport a computer scientist! is the leading voice on this front)
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Humanists could own this territory. But to tell this story credibly you have to know what "AI" actually can do in 2026 (how astoundingly and terrifyingly capable these tools are now!). Embarrassingly few are willing to make the leap.. that is the maddening part!
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