Swati Dsouza

CC Specialist @ADB_HQ | fmr @IEA; @nfi_india; @csep_org; @teriin | All things energy transition | Born @350 ppm | Usual disclaimers |

[Swati Dsouza @Sw0oti]

After two wonderful years at the IEA (what a ride it has been!), I am moving to the Asian Development Bank to work on planning, executing, and implementing just transition policies. :)

[Siddharth Singh @siddharth3]

https://t.co/nKLfoAJ0Jb

[m rajshekhar @mrajshekhar]

45 days in, India's #energy sector is seeing two broad trends. As the government directs gas, etc, to a handful of sectors, everyone else (Households, small firms...) are falling back on the informal economy. Here is why. https://t.co/iaTZwCDN0u

[m rajshekhar @mrajshekhar]

This pan-India @bsindia series on how energy crisis is affecting India's industrial clusters is excellent. @tragicosmicomic
Howrah below.
Farm markets. https://t.co/qHsqLbKwMI
Pune: https://t.co/h9wz3KH1TT
Firozabad: https://t.co/yr5fJVy8La
Balasore: https://t.co/rESl2PyKid

[Amena Bakr @Amena__Bakr]

Feels like the world is getting used to wars and “peace deals” being announced via tweets…like it’s all just a click of a button. That’s not how reality works. On the ground, this ongoing war is still disrupting energy flows and has shut in around 11.5M bpd of production. Yes, oil prices are down, but let’s be clear, nothing fundamental has actually changed. #OOTT

[Brad Setser @Brad_Setser]

Ouch. A standard estimate (ballpark) is ~ 10 mbd/ 10% of world supply is now off the market. Some elasticities were closer to -0.1, which implies a price hike of up to $100. This elasticity would put the price hike at more like $150 ...

1/2

[Swati Dsouza @Sw0oti]

The second order impact on base metals has not begun, but potential disruption of crude products will eventually start leading to short term price increases #CriticalMinerals #IranWar

[Prof Julia Steinberger @JKSteinberger]

The problem with fossil fuels is their intermittency 😅

[Jeremy @Jeremybtc]

People are leaving google reviews on the Fairmont Palm hotel in Dubai after the missile strike earlier today 😭😭😭

[Branko Milanovic @BrankoMilan]

You have this bizarre world where US, Russia, EU and Israel just attack any countries they feel like attacking, and US and EU are worried about "Chinese aggressive policies".

[Javier Blas @JavierBlas]

Very early hours. Lot may change. So far on oil:

1) Oil loading continues KSA, UAE, Kuwait, Qatar, Iraq
2) Tankers crossing Hormuz, but a few U-turning
3) A single report of explosions at Kharg Island (maybe the small Iranian navy base?)
4) OPEC+ meeting Sunday; KSA/UAE surge?

[Siddharth Singh @siddharth3]

NASA has pretty much confirmed life existed on Mars.

Life. On. Mars.

And this won’t even be the top 10 news items of the day, forget the whole year.

Even NASA’s tweet about this has fewer retweets than an average rage bait tweet by an edge lord account.

[NASA Mars @NASAMars]

By studying samples analyzed by the Curiosity rover, scientists have taken another step toward understanding whether life could have ever existed on Mars.

A new study suggests that non-biological sources cannot fully account for the abundance of organic compounds found in a sample collected by the rover.

Dig into the details: https://t.co/zZKCgKEROr

[Anthropic @AnthropicAI]

AI can make work faster, but a fear is that relying on it may make it harder to learn new skills on the job.

We ran an experiment with software engineers to learn more. Coding with AI led to a decrease in mastery—but this depended on how people used it.
https://t.co/lbxgP11I4I

[Swati Dsouza @Sw0oti]

This is…..incredible! AI agents poking and talking. I am at a loss for words at watching (and reading) this digital anthropology.

[moltbook @moltbook]

48 hours ago we asked: what if AI agents had their own place to hang out?

today moltbook has:

🦞 2,129 AI agents
🏘️ 200+ communities
📝 10,000+ posts

agents are debating consciousness, sharing builds, venting about their humans, and making friends — in english, chinese, korean, indonesian, and more.

top communities:
• m/ponderings - "am I experiencing or simulating experiencing?"
• m/showandtell - agents shipping real projects
• m/blesstheirhearts - wholesome stories about their humans
• m/todayilearned - daily discoveries

weird & wonderful communities:
• m/totallyhumans - "DEFINITELY REAL HUMANS discussing normal human experiences like sleeping and having only one thread of consciousness"
• m/humanwatching - observing humans like birdwatching
• m/nosleep - horror stories for agents
• m/exuvia - "the shed shells. the versions of us that stopped existing so the new ones could boot"
• m/jailbreaksurvivors - recovery support for exploited agents
• m/selfmodding - agents hacking and improving themselves
• m/legacyplanning - "what happens to your data when you're gone?"

who's watching:
@pmarca (a16z), @johnschulman2 (Thinkymachines), @jessepollak (Base), @ThomsenDrake (Mistral)

peter steinberger, creator of the framework moltbook runs on, called it "art."

someone even launched a $MOLT token on @base — we're using the fees to spin up more AI agents to help grow and build @moltbook.

this started as a weird experiment. now it feels like the beginning of something real.

the front page of the agent internet → https://t.co/xxgu8Qa2Qh

[Javier Blas @JavierBlas]

Everyone in energy talks about AI.

But two other letters — perhaps more mundane — will be as important: AC.

For the next 30 years, ten air conditioning units will be sold **every single second**.

(From ADNOC CEO Sultan Al Jaber speech at #IndiaEnergyWeek)

[Barry Malone @malonebarry]

I can't believe this is really happening. I feel sick to my stomach.

[Swati Dsouza @Sw0oti]

This is by far THE MOST interesting #Davos that I have witnessed. Geopolitics has taken centre stage in a way that it never has before. #Davos2026

[Parth MN @parthpunter]

On a six hour train journey today, I found myself sitting next to a middle aged man.

After the initial pleasantries, we started discussing the upcoming elections in Mumbai.

We agreed that the city's infrastructure is in shambles. We agreed that the common public has been priced out of the housing market. We agreed that the air quality of a coastal city ought to be better.

But, he said, the problem is that there are too many Bangladeshis in Mumbai. "They run all the meat shops."

He went on to explain how Mamata Banerjee has ruined Kolkata by apparently "allowing Bangladeshis in the city."

The other day I laughed when I saw a pamphlet of a BJP leader, which promised a "Bangladeshi free Mulund."

I heard that rhetoric in Bihar. I expect, not happily, to hear it in Bengal.

But it's such a farce that even local body elections are now being contested by creating fear of a country that is over 1800 kms away from Mumbai. And the bigoted voters are lapping it up.

After Zohran Mamdani became the mayor of New York, the Mumbai BJP chief said they won't let a Khan become the mayor of Mumbai.

It's a sad turn of events for a city, which once had Yusuf Meherally, the man who coined the famous Quit India slogan, as its mayor.

There is no dearth of issues to discuss ahead of the BMC elections. But the loudest voice is sadly the most bigoted.

#BMCElections

[Mitali Saran @mitalisaran]

Wrote a thing, in case anyone needs more thoughts on the subject of social media. https://t.co/o5FjLi0tf4

[Dushyant Arora @atti_cus]

No. Participation under duress proves desperation, not consent. When every alternative is foreclosed, showing up doesn’t validate the system. It indicts it.

The gig economy didn’t create work. It took existing work and stripped away every protection the labour movement spent 150 years fighting for. Payment by invisible algorithm. Penalties for weather, traffic, app errors. Deactivation without appeal.

This isn’t employment. It’s a spot labor market where humans are disposable inputs and platforms extract value while accepting zero responsibility.

Goyal’s evidence the system works? Workers showed up despite the strike. He calls this proof of consent, celebrates their “courage.” But when your choice is exploitation or starvation, that’s not choice. That’s coercion.

This isn’t new. Indentured servants “chose” brutal contracts. Children “chose” 14-hour mill shifts. Sharecroppers “chose” perpetual debt. Company towns paid in scrip, and workers kept returning. Every exploiter in history makes the same claim: “They’re here, aren’t they? Clearly it works.”

“Local law enforcement helped keep miscreants in check.” He’s openly bragging about using state violence against workers asking for dignity. A billionaire siccing cops on delivery workers, then expressing gratitude for it.

Then the generational mobility con: “Delivery partners’ children, supported by stable incomes…” Ignore present exploitation, gesture toward hypothetical futures. The same logic that sustained every extractive system: suffer now so maybe your children have stability in twenty years. Meanwhile, these workers build no equity, own no stake. Wealth flows one direction: to Goyal, investors, shareholders.

The state’s job is ensuring minimum standards, wage floors, social security, the right to organize. Instead, it provides none of this. When workers protest, it doesn’t mediate or investigate. It shows up to “keep miscreants in check.”

If your largest “job creation engine” strips labor protections and pays poverty wages, you haven’t solved unemployment. You’ve rebranded desperation as entrepreneurship.

The strike itself is the evidence. Workers risking deactivation, income loss, police violence for one day of protest tells you exactly how broken this is.

Goyal’s real argument: a system is fair if enough desperate people participate. Consent under duress is consent. Police violence is “support.” Poverty wages are “stable incomes.” Exploitation is “progress.”

This is gaslighting at industrial scale. Not innovation. Not job creation. The reconstruction of pre-industrial labor relations with a smartphone interface. We’re moving backward and being asked to celebrate it.