Avenir des infrastructures gazières à 2050 : la Commission de régulation de l’énergie publie son nouveau rapport dans lequel elle évalue les coûts des infrastructures nécessaires en 2050 et l’impact sur le tarif de réseau.
Pour en savoir plus :
https://t.co/ACJ3usVQ6J
"Let us learn to appreciate there will be times when the trees will be bare, and look forward to the time when we may pick the fruit."
Anton Chekhov
Anton Chekhov photographed by his brother Alexander, 1891.
Anton Chekhov, January 29, 1860 – July 15, 1904
Bon vu que tout le monde est expert en petrole venezuelien paraît que c’est à la mode on va parler orenoque, extra lourd, infrastructures, Venezuela, raffinage et terme barbare SAGD. Its a #thread
🛢️Venezuela
Here’s the thing.
Venezuela hasn’t updated its pipeline network in 50 years. Its resevoirs haven’t been maintained, and processing tar-like sludge is tough.
To get to 3m barrels, they need a decade and close to $60 billion in CapEx.
There is a lot of talk -- not the least from the US Administration -- about the windfall from Venezuela's oil. It is worth doing a bit of (boring) quantification.
Bottom line: it isn't going to pay for everything ...
1/
In the past, many used to say "the US is saying it is democracy but it is oil". This time, it is the opposite. Trump says it is oil, but it is not. (Probably Rubio told him this to convince him.) In the best case, $30bn in gross revenue a year for Venezuela (see thread-need to pay debt, interest, imports from that). Even if the US were to steal it all (impossible) it is a trivial sum of money for the US, 0.1% of GDP, more or less what NVIDIA generates in one quarter. This could never justify the huge political risk involved. You need to add that the US is now a net exporter, so it benefits from higher prices, not lower ones.
CHART OF THE DAY: Venezuelan oil production level over the last 100 years.
What comes next? The oil reserves are still there — but political stability, lots of money, and time are needed to see a revival.
Cinq heures de documentaire pour explorer la vie de ce génie qui choisit de se retirer du monde, emportant avec lui les secrets de sa vision révolutionnaire.
➡️ https://t.co/LB3UYYoReW
[Observatoire des marchés de détail du T2 2025] Un des points clés à retenir : la poursuite du ralentissement de la croissance du nombre de clients résidentiels en offre de marché en électricité (+119 000 sites vs. +206 000 au T1 25 et +302 000 au T4 24).
https://t.co/YVVl2tCDzX
Today is publication day!
EXTRACTION: The Frontiers of Green Capitalism is officially out with @wwnorton - find it at a bookstore near you or order online💚📚 https://t.co/xLruQBWy8o
"They promised my pockets would be stuffed with gold - instead they’re filled with shrapnel" - a Russian man from Yakutia shared how he went to kill Ukrainians for money, and now owes debt to a Russian bank.
By the way, Yakutia has:
▪️834 gold deposits;
▪️50 tin deposits;
▪️48 coal deposits;
▪️47 diamond deposits;
▪️34 deposits of oil, natural gas, and condensate;
▪️33 silver deposits;
▪️24 tungsten deposits;
▪️14 iron ore deposits.
Given all this, the region should be thriving. In reality, its people are among the poorest in all of Russia.
Could this be the biggest climate story of the year?
For the first time on record, China's emissions are falling due to clean energy growth, not slow power demand
Full analysis + outlook by Lauri Myllyvirta:
https://t.co/DCJcZdWxGx
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📢 La CRE a publié le 2 février 2024 sa délibération fixant le tarif d’utilisation des réseaux de distribution de gaz naturel de @GRDF pour la période du 1er juillet 2024 au 30 juin 2028.
Ce tarif s’inscrit dans le cadre des orientations de la prochaine Programmation Pluriannuelle de l’Energie (PPE), qui engagera concrètement notre pays vers la neutralité carbone à l’horizon 2050.
La CRE a fixé le tarif ATDR7 au terme d’une large consultation des acteurs du secteur, permettant de maintenir un niveau de sécurité élevé pour les réseaux tout en contribuant à l’intégration du biogaz dans ces derniers.
Tous les détails de l’ATDR7 ⤵️
https://t.co/j9xa4n3lSK
Hamas’s leaders say their decision to murder hundreds of Israelis and trigger a war that has since killed many thousands of its own people is the only way to revive the Palestinian cause.
Listen to “The Daily.” https://t.co/scTP2Gx7F4