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President Joe Biden has dramatically increased the flow of arms to Ukraine, including anti-tank missiles, anti-aircraft systems, drones, rifles and other weapons. Importantly, it was Trump who first sent lethal aid, in a major reversal from the Obama administration, which refused to send offensive weapons to Ukraine during the early stages of fighting in the eastern Donbas region.But Trump has a checkered past on this topic. As a candidate, his position was unclear at best. Trump campaign aides intervened during the 2016 Republican National Convention to block language from the GOP party platform that called on the US to send lethal arms to Ukraine.

One of his 2016 campaign aides falsely claimed that "Russia did not seize Crimea." "Trump said that Crimea is Russian, because people speak Russian," said Elena Petukhova of Molfar, a Kyiv-based business intelligence firm, who called it an "absolutely pro-Kremlin" view. "According to this logic, the entire territory of the United States should belong to Great Britain."

Trump's biggest lie was about the 2016 election. He rejected the reality that Russia interfered to help him win. Instead, he falsely claimed it was Ukraine who meddled, and that he was the victim. These lies, which he repeated dozens of times, were a double boon to the Kremlin: they downplayed Russia's brazen attack on US democracy, while simultaneously smearing Ukraine.

This was a break from decades of warm US policy toward Ukraine, especially when dealing with leaders like Zelensky who tried to reorient the country toward the West. Former President George W. Bush praised the Ukrainian people in 2004 for protesting a rigged election, and Obama celebrated the 2014 revolution that ousted a Kremlin-friendly government in Kyiv. "When Trump muddies the water by praising Putin, or undermines Zelensky and spreads falsehoods about Ukraine, this has real implications for how this crisis plays out," said Jordan Gans-Morse, a Northwestern University professor who was a Fulbright Scholar in Ukraine. "It shapes public opinion in ways that tie Biden's hands when he's a de facto wartime president."

This strong-arming by Team Trump forced Zelensky, in his first months in office, to navigate a surprisingly hostile relationship with the US, a supposed top ally in his fight against Russia. "Zelensky had more than enough on his plate when he came to power," Gans-Morse said. "The country was already at war with Russia. He's a political novice. And then, on top of that, the most powerful person in the world essentially extorted him, and he had to devote time and energy to deal with that. It's unclear what the full impact was, but it definitely tested Zelensky."

It has become an argument over a nominee who does not exist — one who does not respect America, is not truly religious, coddles child abusers and terrorists and has highly developed views about the importance of “woke” education.

Conspiracy theories and unfair accusations have a long history in American politics, of course. But they have often remained on the margins. Today, distortions and falsehoods have moved to the center of politics.

While neither party is entirely innocent, there is a fundamental difference between Republicans and Democrats. False claims regularly flow from the leaders of the Republican Party —

The Jackson hearings have become the latest example. Several Republican senators — including Josh Hawley, Lindsey Graham and Ted Cruz yesterday — have tried to portray her as soft on child pornographers. Their argument depends on a misleading cherry-picking of facts from cases she has heard.

Woke education has become another focus of the hearings, with Republicans like Cruz and Marsha Blackburn trying to portray Jackson as an advocate for it. In truth, she has not taken a position on the issues that fall under that category.

That was apparently enough for the Republican National Committee to tweet an image of her this week, with her initials — KBJ — crossed out and replaced with CRT, an abbreviation for critical race theory.

The only time Jackson appears to have mentioned critical race theory publicly was in a 2015 speech. It was part of a list of disciplines that she said had an intellectual connection to criminal sentencing, including administrative law, philosophy, psychology and statistics.

There is one broader political risk here for Democrats, though: imagining that Republicans are simply playing to their base by making these misleading criticisms of Jackson. They are also trying to appeal to swing voters.

Most Americans oppose cutting police budgets, for instance. Many believe that allowing all transgender girls to compete in girls’ sports can be unfair to other girls. Many voters — and not just white voters — think that liberals focus too much on racial identity.

“One thing that is striking about this hearing,” Lori Ringhand, a legal scholar, told The Times, “is how little effort we are seeing to engage the nominee on her views about actual legal issues.”

The Swahili Coast is a narrow strip of land that stretches some 2,000 miles along the Eastern African seaboard — from modern-day Mozambique, Comoros and Madagascar in the south, to Somalia in the north

In its medieval heyday, the region was home to hundreds of port towns, each ruled independently, but with a common religion (Islam), language (Kiswahili) and culture.

Many towns grew immensely wealthy thanks to a vibrant trading network with merchants who sailed across the Indian Ocean on the monsoon winds. Middle Eastern pottery, Asian cloths 0c 0c and other luxury goods came in. African gold, ivory and timber 0c 0c went out — along with a steady flow of enslaved people, who were shipped off and sold across the Arabian Peninsula and Persian Gulf. (Slave trading later took place between the Swahili coast and Europe as well.)

A unique cosmopolitan society emerged that blended African customs and beliefs with those of the foreign traders, some of whom stuck around and assimilated.

Islam, for example, arrived from the Middle East and became an integral part of the Swahili social fabric, but with coral-stone mosques built and decorated in a local, East African style

Or consider the Kiswahili language, which is Bantu in origin but borrows heavily from Indian and Middle Eastern tongues

The arrival of Europeans, beginning around 1500, followed by Omani sailors some 200 years later, changed the character of the region

over the past 40 years, archaeologists, linguists and historians have come to see Swahili society as predominantly homegrown — with outside elements adopted over time that had only a marginal impact.

That African-centric version of Swahili roots never sat well with the Swahili people themselves, though

They generally preferred their own origin story, one in which princes from present-day Iran (then known as Persia) sailed across the Indian Ocean, married local women and enmeshed themselves into East African society. Depending on the narrative source, that story dates to around 850 or 1000 — the same period during which genetic mixing was underway, according to the DNA analysis.

“It’s remarkably spot on,” said Mark Horton, an archaeologist at the Royal Agricultural University of England

“This oral tradition was always maligned,”

“Now, with this DNA study, we see there was some truth to it.”

The ancient DNA study is the largest of its kind from Africa, involving 135 skeletons dating to late-medieval and early-modern times, 80 of which have yielded analyzable DNA.

To figure out where these people came from, the researchers compared genetic signatures from the dug-up bones with cheek swabs or saliva samples taken from modern-day individuals living in Africa, the Middle East and around the world.

The burial-site DNA traced back to two primary sources: Africans and present-day Iranians. Smaller contributions came from South Asians and Arabs as well, with foreign DNA representing about half of the skeletons’ genealogy

“It’s surprising that the genetic signature is so strong

Gene sequences from tiny power factories inside the cell, known as mitochondria, were overwhelmingly African in origin. Since children inherit these bits of DNA only from their mothers, the researchers inferred that the maternal forbearers of the Swahili people were mostly of African descent.

By comparison, the Y chromosome, passed from father to son, was chock-full of Asian DNA that the researchers found was common in modern-day Iran. So, a large fraction of Swahili ancestry presumably came from Persian men

Dr. Reich initially assumed that conquering men settled the region by force, displacing the local males in the process. “My hypothesis was that this was a genetic signature of inequality and exploitation,”

hat turned out to be a “naïve expectation,” Dr. Reich said, because “it didn’t take into account the cultural context in this particular case.”

In East Africa, Persian customs never came to dominate. Instead, most foreign influences — language, architecture, fashion, arts — were incorporated into a way of life that remained predominantly African in character, with social strictures, kinship systems and agricultural practices that reflected Indigenous traditions.

“Swahili was an absorbing society,” said Adria LaViolette, an archaeologist at the University of Virginia who has worked on the East African coast for over 35 years. Even as the Persians who arrived influenced the culture, “they became Swahili,”

One major caveat to the study: Nearly all the bones and teeth came from ornamental tombs that were located near grand mosques, sites where only the upper class would have been laid to rest.

the results might not be representative of the general populace.

Protocols for disinterring, sampling and reburying human remains were established in consultation with local religious leaders and community stakeholders. Under Islamic law, exhumations are permitted if they serve a public interest, including that of determining ancestry,

Crypto takes this abstraction a step further, because there’s nothing linked to it at all. There’s no economic activity in this space. There’s nothing produced by these companies. In fact, it’s a negative-sum game because of the cost of running the blockchains alone—the computational cost is tremendous.

Crypto hides behind all this complexity, and people hear words like blockchain and get confused. You hear about decentralized networks and mining, and it sounds complicated. But you get right down to it, and it’s just a ledger. It’s just like somebody writing down numbers in a book, and it’s page after page of numbers. That’s all it is.

And realistically, who actually wants their financial information public and visible to everybody?

The vast majority of people who got involved in this have no interest related to the technology or in the political or ideological aspects of crypto. They just see an opportunity to get rich. And a lot of those people end up absorbing and parroting some of the crypto ideals back to you, but they don’t really care to understand what’s going on. It’s just their excuse for what they’ve already done, which is gamble on something they thought was going to make them wealthy.

I think most crypto companies are, like FTX, just borrowing from customer deposits to keep things afloat. And even the companies that aren’t doing that—I think Coinbase, for example, isn’t doing anything illicit, but their business model is based on this ecosystem where new money comes in. And that’s stopping.

this global fur trade coincided with what American geomorphologists call “the great drying,” the three centuries between 1600 and 1900 when the country’s rivers and wetlands shrank and in some cases disappeared.

The Europeans, however, knew that rich aristocrats back home in drafty stone castles were willing to pay huge sums of money for warm beaver pelts, and so upon their arrival in the New World the fur trade proceeded accordingly — decimating the beaver population nearly to the point of extinction.

dams are also why some ecologists insist that beavers may be able to help remedy the effects of climate change. Beavers build dams, which create ponds, which create ecosystems. They move water, and so could help alleviate both droughts and floods. They create “beaver meadows,” in which flowing water isn’t necessarily visible but is nevertheless there, as if absorbed by a giant sponge.

With consumers buying so little, at least relative to the Chinese economy’s productive capacity, how can the nation generate enough demand to keep that capacity in use? The main answer, as Michael Pettis points out, has been to promote extremely high rates of investment, more than 40 percent of G.D.P. The trouble is that it’s hard to invest that much money without running into severely diminishing returns.

financial repression — paying low interest on savings and making cheap loans to favored borrowers — that holds down household income and diverts it to government-controlled investment, a weak social safety net that causes families to accumulate savings to deal with possible emergencies, and more.

Part of the answer is bad leadership. President Xi Jinping is starting to look like a poor economic manager, whose propensity for arbitrary interventions — which is something autocrats tend to do — has stifled private initiative.

But China’s working-age population peaked around 2010 and has been declining ever since. While China has shown impressive technological capacity in some areas, its overall productivity also appears to be stagnating.

very high rates of investment may be sustainable if, like China in the early 2000s, you have a rapidly growing work force and high productivity growth as you catch up with Western economies

This, in short, isn’t a nation that can productively invest 40 percent of G.D.P. Something has to give.

the government was able to mask the problem of inadequate consumer spending for a number of years by promoting a gigantic real estate bubble. In fact, China’s real estate sector became insanely large by international standards.

what China must do seems straightforward: end financial repression and allow more of the economy’s income to flow through to households, and strengthen the social safety net so that consumers don’t feel the need to hoard cash. And as it does this it can ramp down its unsustainable investment spending.

But there are powerful players, especially state-owned enterprises, that benefit from financial repression

And when it comes to strengthening the safety net, the leader of this supposedly communist regime sounds a bit like the governor of Mississippi, denouncing “welfarism” that creates “lazy people.”

Japan ended up managing its downshifting well. It avoided mass unemployment, it never lost social and political cohesion, and real G.D.P. per working-age adult actually rose 50 percent over the next three decades, not far short of growth in the United States.

My great concern is that China may not respond nearly as well. How cohesive will China be in the face of economic trouble? Will it try to prop up its economy with an export surge that will run headlong into Western efforts to promote green technologies? Scariest of all, will it try to distract from domestic difficulties by engaging in military adventurism?

The trouble is that, as I’ve seen again and again, in this era of entitlement people think saying “we can’t do this” necessarily means “I don’t want to.”

Fresh estimates from the Congressional Budget Office this month said the U.S. labor force in 2023 had grown by 5.2 million people, thanks especially to net immigration

The sudden snapback in demand sent inflation soaring. Supply chain issues were a main reason prices rose quickly. But labor shortages posed a problem, too, and economists feared that rising wages — as employers scrambled to find workers — would keep price increases dangerously high.

he flow of migrants to the United States started slowing during the Trump administration, when officials took hundreds of executive actions designed to restrict migration.

Right before the pandemic, there were about 1.5 million fewer working-age immigrants in the United States than pre-2017 trends would have predicted, according to the San Francisco Fed. By the end of 2021, that shortfall had widened to about 2 million

But the economy overall wound up rebounding aggressively from the sudden, widespread closures of 2020, bolstered by historic government stimulus and vaccines that debuted faster than expected.

economy grow. But today’s snapshot still represents a stark turnaround from just a short time ago.

That’s because the labor force that emerged as the pandemic ebbed was smaller than it had been: Millions of people retired early, stayed home to take over child care or avoid getting sick, or decided to look for new jobs entirely

In the span of a year or so, employers went from having businesses crater to sprinting to hire enough staff to keep restaurants, hotels, retail stores and construction sites going. Wages for the lowest earners rose at the fastest pace.

About the same time, the path was widening for migrants to cross the southern border, particularly as the new Biden administration rolled back Trump-era restrictions.

Experts argue that the strength of the U.S. economy has benefited American workers and foreign-born workers alike. Each group accounts for roughly half of the labor market’s impressive year-over-year growth since January 2023

But the past few years were extremely abnormal because companies were desperate to hire.

lus, it would be exceedingly difficult for immigration to affect the wages of enormous swaths of the labor force,

“What it can do is lower the wages of a specific occupation in a specific area, but American workers aren’t stupid. They change jobs. They change what they specialize in,” Nowrasteh said. “So that’s part of the reason why wages don’t go down.”

In normal economic times, some analysts note, new immigrants can drag down wages, especially if employers decide to hire them over native-born workers. Undocumented workers, who don’t have as much leverage to push for higher pay, could lower average wages even more.

Particularly for immigrants fleeing poorer countries, the booming U.S. job market and the promise of higher wages continue to be an enormous draw.

“More than any immigration policy per se, the biggest pull for migrants is the strength of the labor market,” said Catalina Amuedo-Dorantes, an economics professor at the University of California at Merced. “More than any enforcement policy, any immigration policy, at the end of the day.”

Upon arriving in Denver in October, Santander hadn’t acquired a work permit but needed to feed his small children. Even without authorization, he found a job as a roofer for a contractor that ultimately pocketed his earnings, then one cleaning industrial refrigerators on the overnight shift for $12 an hour. Since receiving his work permit in January, Santander has started “a much better job” at a wood accessories manufacturer making $20 an hour.

But for the vast majority of migrants who arrive in the United States without prior approval, including asylum seekers and those who come for economic reasons, getting a work permit isn’t easy.

Federal law requires migrants to wait nearly six months to receive a work permit after filing for asylum. Wait times can stretch for additional months because of a backlog in cases.

While they wait, many migrants find off-the-books work as day laborers or street vendors, advocates say. Others get jobs using falsified documents, including many teenagers who came into the country as unaccompanied minors.

Still, many migrants miss the year-long window to apply for asylum — a process that can cost thousands of dollars — leaving them with few pathways to work authorization, advocates say. Those who can’t apply for asylum often end up working without official permission in low-wage industries where they are susceptible to exploitation.

Everywhere, new investment in green energy generation is being propelled by general concern for the climate, shifting corporate and household demand, the plunging prices for solar and batteries triggered by Chinese policy, and a combination of national and regional interventions

How different would we expect this data to look without the IRA?

The most useful overview of these modeling efforts that I have been able to find is by Bistline et al “Power sector impacts of the Inflation Reduction Act of 2022” in Environmental Research Letters November 2023. If anyone has a better source, please let me know.

The top panel shows the historical trajectory of US generating capacity from 1980 to 2021. The second half of the graphic shows how 11 different models predict that the US electricity system might be expected to develop up to 2035, with and without IRA.

all the models expect the trends of the 2010s to continue through to the 2030s which means that solar, wind and battery storage dominate America’s energy future. Even without the IRA, the low carbon share of electricity generation will likely rise to 50-55% by 2035. Bidenomics bumps that to 70-80 percent.

The question is: “How does the renewable surge of 2022-2024, compare to the model-based expectations, with and without the IRA?”

The answer is either, “so so”, or, more charitably, it is “too early to tell”. In broad terms the current rate of expansion is slightly above the rate the models predict without the provision of additional Bidenomics incentives. But what is also clear is that the current rate of expansion, is far short of the long-run pace that should be expected from the IRA

At this point, defenders of the IRA interject that the IRA has only just come into effect. Cash from the IRA is only beginning to flow. And in an environment of higher costs for renewable energy equipment and higher interest rates, cash matters.

As Yakov Feygin put it: “Maybe the pithiest way to put it is that there are pre-IRA trends and outside IRA trends, but IRA has served to rapidly compress the timeframes for installation in a lot of technologies. So five years has turned into two, for example.”

So, to judge the impact of the IRA to date, the real question is not what has been built in 2022 and 2023, but what is in the pipeline.

Advised by JP Morgan, sophisticated global players like Ørsted are optimizing their use of both the production and investment tax credits offered by the IRA to launch large new renewable schemes. Of course, correlation is not the same as causation

Where the IRA is perhaps doing its most important work may be in incentivizing the middle bracket of projects where green momentum is less certain.

According to Utility Drive: “The 10 largest U.S. developers plan to build 110,364 MW of new wind and solar projects over the next five years, according to S&P Global Market Intelligence, but the majority of these projects remain in early stages of development. Just 15% of planned wind and solar projects are under construction, and 13% are considered to be in advanced stages of development, … ”

The states that I have highlighted in red stand out either for their unusually low existing level of renewable power capacity or their lack of current momentum.

Along with Texas, the pipelines for the PJM, MISO and Southeast regions (which includes Florida) look particularly healthy.

The relatively modest California numbers should not be a surprise. As Yakov Feygin and others pointed out, what is needed in California is not more raw generating capacity, but more battery storage. And that is what we are seeing in the data.

The numbers would be even larger if it were not for the truly surreal logjam in California’s system for authorizing interconnections. According to Hamilton/Brookings data the volume of hybrid solar and batter capacity in the queue for approval is 6.5 times the capacity currently operating in the state. In other words there is an entire energy transition waiting to happen when the overloaded managerial processes of the system catch up

Texas’s less bureaucratic system seems to be one of its key advantages in the extremely rapid roll-out of solar.

though it may be true that globally speaking the United States as a whole is a laggard in renewable energy development,

If California (with an economy roughly comparable to that of Germany at current exchange rates) and Texas (with an economy roughly the size of Italy’s) were countries, they would be #3 and #5 in the world in solar capacity per capita.

the obvious question is, which are the laggards in the US energy system.

So there is a lot to get excited about, at, what we are learning to call, the “meso”-level of the economy (more on this in a future post).

What the state-level data reveal is that there are a significant number of large states in the USA where solar and wind energy have barely made any impact. Pennsylvania, for instance

The relative levels of sunshine between US states is irrelevant. As the global solar atlas shows, the entire United States has far better solar potential than North West Europe. If you can grow corn and tobbaco, you can do utility-scale solar. The fact that Arizona is not a solar giant is mind boggling.

Texas is both big and truly remarkable. California already is a world leader in renewable energy. Meanwhile, the majority of the US electricity system presents a very different picture. There is a huge distance to be traveled and the pace of solar build-out is unremarkable.

This is where national level incentives like the IRA must prove themselves

And these local battles in America matter. Given the extremely high per capita energy consumption in the USA, greening state-level energy systems is significant at the global level. It does not compare to the super-sized levels of emissions in China, but it matters.

Indonesia’s total installed electricity generating capacity is rated at 81 GW. As far as immediate impact on the global carbon balance is concerned, cleaning up the power systems of Pennsylvania and Illinois would make an even bigger impact.

A key test of Biden-era climate and industrial policy will be whether it can untie the local political economy of fossil fuels, which, across many regions of the United States still stands in the way of a green energy transition that now has all the force of economics and technological advantage on its side.