David Stringer

Managing Editor @Climate & ESG, Asia for @business.

[Joe Weisenthal @TheStalwart]

NEW ODD LOTS:

The world faces a monumental shortage of copper

@tracyalloway and I talk to Ivanhoe Mines founder Robert Friedland (former hippie, friend of Steve Jobs) about the bottlenecks upon bottlenecks that stand in the way of opening new mines. https://t.co/3ttOJDlXSX

[Gao Yuan @GaoYuan86]

The US currently leads the global AI innovation race — but China is rapidly catching up. So who comes out on top right now? Bloomberg set seven leading AI agents a vibe-coding challenge to find out. https://t.co/vSpWxKWLWo

[Akshat Rathi @AkshatRathi]

Chris Hohn, hedge fund billionaire, on net zero and economic common sense. https://t.co/7F6L08yVRD

[Bloomberg Live @BloombergLive]

ICYMI: At the #SustainableBizSummit Singapore, CEO of @Aon_plc, Asia Pacific, Jennifer Richards, spoke about the new ways that @Aon_plc uses data and models to price policies. “We can look at things like not just the property impact from a given climate event, but also what the health related impacts could be on a population through worker’s compensation impacts, health insurance, and so it allows us to put together larger data sets, to draw insights for our clients…”.

Watch the full interview here ⏯️
https://t.co/0iOpnsPcXQ

[Bloomberg Live @BloombergLive]

"This is going to be with us for a long while, that is what I would say of the climate crisis." Singapore's Ravi Menon tells @David_Stringer
#SustainableBizSummit

Watch the full interview here ⏯️
https://t.co/GNtpGlSW4l

[Bloomberg Live @BloombergLive]

TUNE IN: At the #SustainableBizSummit @climate's @David_Stringer speaks with Ravi Menon about the road to #COP31, transition finance and the future of carbon markets, live in Singapore.

Live at 11:40 AM SGT ⏯️
https://t.co/DyoYqMeCBF

[Yoolim Lee @yoolimleenews]

Who is Choi Seung-ho? The millennial labor union leader who shook Samsung with historic strike threats and won $400K bonuses for chip workers.

But that massive win sparked a civil war, leaving non-chip workers bitter.

Read our rare interview with the man ⬇️

https://t.co/wRcA7oy7us

[Akshat Rathi @AkshatRathi]

There's a peculiarly British problem that stops millions of people from adopting cheaper, greener energy solutions. That problem is leasehold.

Excellent story by @OliviaRudgard

🎁🔗 https://t.co/3CltQ7a6qc

[Bloomberg @business]

"You can't have an effective, high performing company if people are... shying away."

Outgoing BHP CEO Mike Henry speaks with Francine Lacqua about managing office tempers.

Listen at https://t.co/su84QG0WAG and watch at https://t.co/ylqpZ37DDF

[Bloomberg @business]

Bloomberg's @lizzzburden interrupts UK minister Peter Kyle to reveal that his colleague Defense Secretary John Healey has just quit the government https://t.co/IaM1l31W4E

[Joe Weisenthal @TheStalwart]

NEW ODD LOTS:

It's the world's biggest computer chip!

$CBRS went public this week, riding the huge AI boom.

So @tracyalloway and I talk to CEO @andrewdfeldman about why he believes his dinner-plate sized chip is the secret to blazing fast inference https://t.co/eguDDTLCwJ

[Alex Wickham @alexwickham]

Exclusive with @EllenAMilligan

The foreign office has sent redundancy letters to the Iran crisis team that is leading the UK’s response to the war

Around half of the officials in the unit are expected to take up the offer, which comes as part of severe FCDO job cuts

The crisis team works around the clock in a windowless bunker to support British nationals and work on policy and scenario planning

Officials find out in the coming days if their jobs are being kept or not

The redundancies in the Iran team are happening just as Trump mulls new strikes on Tehran and the crisis threatens to escalate

https://t.co/Sso54AhWrZ

[Cecilia D'Anastasio @cecianasta]

New: Manosphere influencer Clavicular is everywhere, and that’s not an accident. A paid marketing campaign is spreading video clips of his controversial antics across social media. https://t.co/OcCDvGVASn

[Javier Blas @JavierBlas]

We have forgotten how bad 2022 crisis was.

Commodity: price today (peak in 2022)

Brent: $99 ($139)
EU steel: $710 ($1,435)
EU wheat: €200 (€438)
US corn: $4.5 ($8.2)
EU gas TTF: €51 (€339)
Henry Hub gas: $2.9 ($9.7)
German power: €95 (€984)
Urea: $660 ($910)

[Javier Blas @JavierBlas]

CHART OF THE DAY: Without minimizing Qatar's announcement that it's shutting down LNG production (which triggered a 45% price jump), here's a bit of context about international gas prices. Using European benchmark TTF as a proxy, here's the price chart of the last few years.

[Stephen Stapczynski @SStapczynski]

European gas prices surge another 10% as Qatar's LNG export plant is still offline 📈📈

Prices up >60% over the last two days

[Stephen Stapczynski @SStapczynski]

Europe faces its biggest energy crisis since Russia's invasion of Ukraine in 2022 🚨

Qatar shut production at the world's biggest LNG export plant after an Iranian drone attack. That facility produces ~20% of global LNG supply

Europe will need to compete with Asia for LNG

[Jason Leopold @JasonLeopold]

A couple of years ago, following an 8 year public records battle w/ODNI, I was able to get a document declassified: Kremlin Ordered Assassinations Abroad Will Probably Persist

As far as I could tell, nothing like this had ever been publicly released
https://t.co/LtVfncPOK8