Akshat Rathi

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Last Notes

2026-03-18 10:21:54 UTC

Electric vehicles are already cutting 2.3 million barrels of oil demand per day. That's about to double under a business-as-usual scenario this decade. It could go faster if EV sales rise, which there are indications they will at this oil price.
🎁🔗 [www.bloomberg.com/news/article...](https://www.bloomberg.com/news/articles/2026-03-18/electric-vehicles-avoided-use-of-2-3-million-barrels-of-oil-daily-in-2025?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc3MzgyOTIwNywiZXhwIjoxNzc0NDM0MDA3LCJhcnRpY2xlSWQiOiJUQzJJUFFLR0NUSEgwMCIsImJjb25uZWN0SWQiOiIwQzg4NkY0NTI0NzY0RUE0OEY2QTk4RTk1NDc5RTI2NSJ9.8MBMTiCrVmNRXzTXAhqhk5Atz-VrJc01wtzUTfcVDf8 )
https://shiitake.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:u75dzingoes47w2n57qksnbq&cid=bafkreigph6mfo2e7v4vkodskxjpqlghjn2zvg5ivrblp6plewllyycs5ym

2025-10-02 10:53:14 UTC

There's a severe shortage of gas turbines globally. Wait times have gone up from 2 years to 5 years or more. AI companies are willing to pay any price to get their hands on them.
Is that a climate blessing or curse? Our global investigation has an answer.
🎁link
[www.bloomberg.com/features/202...](https://www.bloomberg.com/features/2025-bottlenecks-gas-turbines/?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc1OTQwMjMwMCwiZXhwIjoxNzYwMDA3MTAwLCJhcnRpY2xlSWQiOiJUM0hLR0JHUFFRNlcwMCIsImJjb25uZWN0SWQiOiIwQzg4NkY0NTI0NzY0RUE0OEY2QTk4RTk1NDc5RTI2NSJ9.ig72WvOUiU6FJgeq8NU9C72__IQb5d1ONjO8xM1QrTQ )
[AI-Driven Demand for Gas Turbi...](https://www.bloomberg.com/features/2025-bottlenecks-gas-turbines/?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc1OTQwMjMwMCwiZXhwIjoxNzYwMDA3MTAwLCJhcnRpY2xlSWQiOiJUM0hLR0JHUFFRNlcwMCIsImJjb25uZWN0SWQiOiIwQzg4NkY0NTI0NzY0RUE0OEY2QTk4RTk1NDc5RTI2NSJ9.ig72WvOUiU6FJgeq8NU9C72__IQb5d1ONjO8xM1QrTQ )

2025-08-13 09:48:32 UTC

350 MW, 850 MWh lithium-ion battery for the grid goes online in Australia. Claims to be world's largest grid-scale battery. If true, how long is that record going to last? [www.bloomberg.com/news/article...](https://www.bloomberg.com/news/articles/2025-08-13/vitol-trafigura-bet-on-batteries-as-eu-power-prices-swing-wildly?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc1NTA3ODUwNSwiZXhwIjoxNzU1NjgzMzA1LCJhcnRpY2xlSWQiOiJUMFdaNFVHUFdDT1cwMCIsImJjb25uZWN0SWQiOiIwQzg4NkY0NTI0NzY0RUE0OEY2QTk4RTk1NDc5RTI2NSJ9.MHpiSecjpBYU5R9iZPpUtNlKOdjmSKEu70BTdeAUVig )
[The Next Big Energy Trade Is M...](https://www.bloomberg.com/news/articles/2025-08-13/vitol-trafigura-bet-on-batteries-as-eu-power-prices-swing-wildly?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc1NTA3ODUwNSwiZXhwIjoxNzU1NjgzMzA1LCJhcnRpY2xlSWQiOiJUMFdaNFVHUFdDT1cwMCIsImJjb25uZWN0SWQiOiIwQzg4NkY0NTI0NzY0RUE0OEY2QTk4RTk1NDc5RTI2NSJ9.MHpiSecjpBYU5R9iZPpUtNlKOdjmSKEu70BTdeAUVig )

2025-06-27 12:32:43 UTC

There is an extraordinary thing happening in many Asian economies. #electrostates
https://shiitake.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:u75dzingoes47w2n57qksnbq&cid=bafkreielk7wmb6zrvukpspx4qa4gqvxrcwjr4g2m774j24alqkfqgpcmji

2025-06-27 10:21:11 UTC

Statistical Review of World Energy for 2024 is now available. Hidden inside the large spreadsheet is this gem.
Note that calling a peak is fraught with problems. Often you don't know peak happened until a few years after. But there are SO many signs pointing to this moment coming!
https://shiitake.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:u75dzingoes47w2n57qksnbq&cid=bafkreiflchtc3knxdjvatsudcmoiftphzt645lnd7dl2fndc2gbx7pdtzm

2025-04-28 13:12:12 UTC

Cyber attack is being ruled out. Initial analysis behind the cause says it's likely due to technical fault.
RE: https://bsky.app/profile/did:plc:u75dzingoes47w2n57qksnbq/post/3lnusfsshts24
https://shiitake.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:u75dzingoes47w2n57qksnbq&cid=bafkreiflq5bm3favzwbjoicrsiflviec6ny77xetinuryhopxprcfffm4e
#note1xnc…lpz7

2025-04-28 12:47:51 UTC

BREAKING: Red Electrica says Spanish blackout due to "grid oscillation"

2025-04-26 17:28:21 UTC

The political attack on science have happened in the past. Defending against them is also possible. [www.goldengooseaward.org/history](https://www.goldengooseaward.org/history )
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https://shiitake.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:u75dzingoes47w2n57qksnbq&cid=bafkreifd5anlslgnlqphejawylojhou5x22efw7hz3cgudel5uhyhwdtcu

2025-04-03 12:00:24 UTC

'Owing to Mr Trump’s “declaration of economic independence”, Americans will be liberated from a noticeable percentage of their equity wealth.' [www.economist.com/finance-and-...](https://www.economist.com/finance-and-economics/2025/04/03/financial-markets-flail-in-the-face-of-americas-tariffs )
[Financial markets flail in the...](https://www.economist.com/finance-and-economics/2025/04/03/financial-markets-flail-in-the-face-of-americas-tariffs )

2024-12-13 13:40:06 UTC

"OPEC’s fierce insistence that oil demand will keep rising to the middle of the century has been undermined by its failure to call this year right." [www.bloomberg.com/news/newslet...](https://www.bloomberg.com/news/newsletters/2024-12-13/opec-admits-defeat-in-oil-forecasting-battle-with-iea )
[OPEC Admits Defeat in Battle o...](https://www.bloomberg.com/news/newsletters/2024-12-13/opec-admits-defeat-in-oil-forecasting-battle-with-iea?srnd=undefined&sref=jjXJRDFv )

2024-11-04 12:46:38 UTC

Singapore's defense spending is crazy. It has more submarines than Malaysia and Indonesia combined. It has more operational tanks than the UK. The only SE Asia country with F-35s. [www.youtube.com/watch?v=LddX...](https://www.youtube.com/watch?v=LddXjew1V2Q )
[This Tiny Island Is the Most D...](https://www.youtube.com/watch?v=LddXjew1V2Q )

2024-09-30 19:20:31 UTC

UK has shut down its last coal power plant. Since 1882, when London became home to the world's first such plant, those electricity generators have in total produced more planet-warming emissions than each of the world's 150+ countries have on their own. [interactive.carbonbrief.org/coal-phaseou...](https://interactive.carbonbrief.org/coal-phaseout-UK/ )
[Q&A: How the UK became the fir...](https://interactive.carbonbrief.org/coal-phaseout-UK/ )

2024-09-10 17:35:58 UTC

The total amount of metals needed for the energy transition (that can also be recycled) is far smaller than the total weight of fossil fuels we burn away each year.
Net zero means more metals, but less extraction from the Earth. My newsletter this week: [www.bloomberg.com/news/article...](https://www.bloomberg.com/news/articles/2024-09-10/net-zero-needs-more-metals-but-less-extraction-from-the-earth )
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2024-09-06 05:23:57 UTC

If done right: "A study published late last year found that insect abundance had tripled over five years on test plots at two other Minnesota solar sites. The abundance of native bees grew twentyfold."
[www.nytimes.com/2024/09/05/c...](https://www.nytimes.com/2024/09/05/climate/solar-power-pollinators-wildlife.html )
[Solar Farms Have a Superpower ...](https://www.nytimes.com/2024/09/05/climate/solar-power-pollinators-wildlife.html )