Also, where the US and China are headed on climate and energy policy. https://www.bloomberg.com/news/newsletters/2026-02-13/sao-paulo-s-drought-and-floods-shows-dangers-of-climate-change?taid=698f78a24fe0d800012ad3ce&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter