Michael Roberts @mikejrob
Economist who mixes it up with agriculture, climate change, energy, data, and micro/macro fundamentals. Love the ocean. Swimmer, kook surfer, and lucky Dad. grainsgigawatts.substack.com Honolulu, Hawaii. Joined September 2009-
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Most of this is CA and not Trump related. Still, Trump policies will drive electricity prices higher everywhere. People won’t like it but energy interests of many stripes will like it.
Most of this is CA and not Trump related. Still, Trump policies will drive electricity prices higher everywhere. People won’t like it but energy interests of many stripes will like it.
Not sure if it's obvious how bananas this is. The usual tariff argument is that it helps producers and hurts consumers (by more). But Trump's tariffs don't even help (most) producers. It's genuinely difficult to design a tariff regime that helps less than 4% of manufacturers!
Not sure if it's obvious how bananas this is. The usual tariff argument is that it helps producers and hurts consumers (by more). But Trump's tariffs don't even help (most) producers. It's genuinely difficult to design a tariff regime that helps less than 4% of manufacturers!
Well put
Our response to that DOE report drive.google.com/file/d/1PwAR8I…
Oh c’mon. Transmission and substation upgrades? Energy abundance, cancelled.
Oh c’mon. Transmission and substation upgrades? Energy abundance, cancelled.
Many news stories this year have suggested that America is pivoting away from renewables and towards natural gas power. But the data tells a more nuanced story. Renewables make up 90% of proposed power projects in Texas this year vs. 10% from gas. 🧵
Something remarkable just happened in Pakistan. In only 8 months, citizens built the equivalent of half the country’s national electric grid, without waiting for government or utilities. How? ☀️ Cheap solar panels ☀️ TikTok tutorials showing how to install them ☀️ Farmers…
It's almost too perfect when the only "analyst" supporting EJ Antoni can't even read a pie chart correctly.
It's almost too perfect when the only "analyst" supporting EJ Antoni can't even read a pie chart correctly.
I’m excited to share our new @Nature paper 📝, which provides strong evidence that the walkability of our built environment matters a great deal to our physical activity and health. Details in thread.🧵 nature.com/articles/s4158…
I understand why Trump wants a command and control economy with him at the center. What is confusing to me is why the entire Republican party is so willing to walk away from a competitive, market-based economy.
New from @GoldmanSachs Global Institute: "The prevailing narrative frames AI as an energy apocalypse that will overwhelm our electrical grid. We argue the opposite: AI datacenters can become grid assets, unlocking massive capacity currently constrained by outdated peak-demand…
Let's focus on qualifications. Antoni finished grad school 5 years ago at Northern Illinois with no obvious distinction, his dissertation is meh, and involved no research on labor markets or data collection, he has never published a paper, and his life's work has earned 1…
Let's focus on qualifications. Antoni finished grad school 5 years ago at Northern Illinois with no obvious distinction, his dissertation is meh, and involved no research on labor markets or data collection, he has never published a paper, and his life's work has earned 1…
If they cook the inflation numbers, will there be a class-action suit to try to claw back withheld returns on inflation-indexed bonds?
If they cook the inflation numbers, will there be a class-action suit to try to claw back withheld returns on inflation-indexed bonds?
I don’t think I have ever publicly criticized any Presidential nominee before. But E.J. Antoni is completely unqualified to be BLS Commissioner. He is an extreme partisan and does not have any relevant expertise. He would be a break from decades of nonpartisan technocrats.
If it seems to you like the EU lost this one, you are not alone in thinking so! Our story on what just happened: nytimes.com/2025/07/29/wor… And The Daily on the same topic: nytimes.com/2025/07/29/pod…
If it seems to you like the EU lost this one, you are not alone in thinking so! Our story on what just happened: nytimes.com/2025/07/29/wor… And The Daily on the same topic: nytimes.com/2025/07/29/pod…
This is why the dating scene in Korea is so awesome and everyone there is happy about gender relations, and everyone is getting married and having kids It's the homogeneity 😊
When I tried to list all of the different rationales we've been offered for tariffs, I ended up with a long, disjoint, internally contradictory, and incoherent list.
The floods ripped through Texas on July 4. On July 5, FEMA received 3000 calls from survivors. 1% were unanswered. That night, Trump/Noem fired the people who answer the calls. On July 6, FEMA received 2,363 calls. 65% unanswered. July 7: 85%. Sick. nytimes.com/2025/07/11/cli…
Tariffs on EU goods just announced: 30% across the board, probably higher in some sectors. Being nice, giving up the digital tax, did not achieve anything for Europe. Intelligent retaliation is of the essence, even if it leads to dangerous economic and geopolitical waters in…

Khoa Vu @KhoaVuUmn
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Jeffrey Wooldridge @jmwooldridge
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NBER @nberpubs
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Garth Heutel @GarthHeutel
3K Followers 3K Following Hi I'm Garth I'm an Economist (sorry) | I teach and study Energy/Environmental/Climate economics & policy | I like movies | (@GeorgiaStateU | @aysps | NBER)
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Vice President Kamala... @VP46Archive
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