Tennant Reed
Melbourne-based climate and energy wonk with Australian Industry Group. CBAM obsessive. Cohost of the Let Me Sum Up podcast.
- To me this raises the prospect of a gas market/US dynamic comparable to that around manufacturing/China: involution/overproduction at home via policies part strategy part pathology; desperate search for markets abroad to soak the surplus; pushback from those who don’t want dependency/competition.
- www.afr.com/companies/en... System security might be a bigger factor than replacing megawatt hours here - the latest AEMO security report was extremely keen for syncons and peaker clutches to get done super fast, & not yet confident in full range of services from diversity of grid forming batteries
- In terms of practical implications, a big one is that the US will have no voice at all in multilateral climate negotiations - no direct say or influence on topics of national interest, including governance of carbon markets, the intersection of trade and climate, etc etc
- www.nytimes.com/2026/01/07/c... Oof, this is a big, bad step. Unlike the Paris Agreement, the UN Framework Convention on Climate Change is a treaty requiring ratification by 2/3 of the US Senate to enter. It was remarkable the US passed that threshold decades ago; hard to see it happening again.
- I added my full thoughts here: www.linkedin.com/pulse/initia...
- www.nytimes.com/2026/01/07/c... Oof, this is a big, bad step. Unlike the Paris Agreement, the UN Framework Convention on Climate Change is a treaty requiring ratification by 2/3 of the US Senate to enter. It was remarkable the US passed that threshold decades ago; hard to see it happening again.
- We got pretty worried about this because the total apparent level of data center electricity demand could be enormous, the rate of growth is hard to meet with supply, and the rate of change in projections of demand is hard for policy makers to keep abreast of.
- Reposted by Tennant ReedIn the latest carbon budget, we revised... * up land-use change emissions * up the ocean sink (now takes up 29% of total emissions) * down the land sink (now takes up 21% of total emissions) * the "budget imbalance" now has zero trend What does this mean? www.nature.com/articles/s41... 1/
- OUT NOW and just in time for New Year’s: the Let Me Sum Up Holiday Special Spectacular 2025! Whose paper prevails in THE WONKY AWARDS? What Princess Bride insights do we reveal? You *just* have time to listen before heading out to fireworks! Episode here: www.letmesumup.net/true-love-is...
- OUT NOW: so, so many reports, statements, plans and imbroglios on climate, energy and environment. Time for a year-end wrapup roundup Lightning Round on Let Me Sum Up. To mention is to cover, according to the Podstitution! Pod ep: www.letmesumup.net/we-summed-up...
- December 2025 Energy and Climate Ministerial Council communique is out! www.energy.gov.au/sites/defaul...
- OUT NOW: what happened at COP30, what is the deal with the 🇦🇺/🇹🇷 split COP31 Presidency, and what are the issues to push forward this coming year? LMSU cuts out the middleman and goes straight to circus horseman, COP maven-in-chief and Minister Chris Bowen! www.letmesumup.net/its-9058-mil...
- OUT NOW: what happened in the closing stages of #COP30? What’s the vibe of the innovative, complex 🇹🇷🇦🇺 shared COP31? And just how multidimensionally rude can Russia be to all of Spanish-speaking Latin America? Find out in LMSU’s wrap pod, hot off the editing desk! www.letmesumup.net/no-sweets-st...
- Intense drama at COP30 provokes deep thought by President of the COP do Lago
- #COP30 is into extra time. No new texts yet, a plenary currently set for 10am Saturday Belém time. Doesn’t feel like we’re that close to wrapping up yet!
- OUT NOW: a super timely LMSU summarizes what’s happened at the halfway mark of COP30 in Belém, Brazil! It’s all happening here, and in our wild farrago of K-Pop, cranberry juice and Inception references you can decode the whole event. Episode here: www.letmesumup.net/k-cop-ndc-hu...
- Featuring Carbon Brief’s @JoshGabbatiss as our guest COP-knower!
- For what is, I think, the first time, I have joined the immense coffee queue at the Australian Pavilion at #COP30. I am not a coffee person! But I hear we have tea…
