David Manley

Energy transition - oil, gas and mining.

[David Manley @DaveManleyRocks]

#EnergyTransition progresses, yet National oil companies are betting $425 bn that won't be profitable under the IEA's Announced Pledges Scenario.

While governments' pockets are getting too small to bail out NOCs.

🛢 Read "Riskier Bets, Smaller Pockets", https://t.co/7vJdgIMfYI

[Natural Resource Governance Institute @NRGInstitute]

"Hay algo positivo en la estrategia presentada por el Gobierno de #México: @mfballe de NRGI menciona la reducción de las emisiones fugitivas de metano, así como disminuir la quema de gas y aprovecharlo en los campos de Ixachi, Quesqui y Casquete. No es un tema menor." 👇

[IISD Energy @IISD_Energy]

A fossil fuel levy can help ⬇️emissions & ⬆️ climate finance—but design matters.

💰Do you tax carbon content or windfall profits?
💰How should revenues be spent?
💰Will governments adopt the levy?
@DaveManleyRocks & @PaoYanguas compare 4️⃣ proposals 👇
https://t.co/JKvWSbRXoD

[Climate Home News @ClimateHome]

Mexico’s new president must reform national oil company Pemex, writes @NRGInstitute's @mfballe.

"Investing even more in oil and gas would be a huge financial risk so Claudia Sheinbaum should order Pemex to diversify."
https://t.co/MdtqonI4W3

[Natural Resource Governance Institute @NRGInstitute]

The @FT's @Michael_Pooler documents a classic energy transition dilemma involving a national oil company.

NRGI has found that NOCs, expecting a slow energy transition, will likely invest $1.8T in oil and gas expansion over 10 years. #ClimateWeekNYC

📈 https://t.co/zQkXutruA7

[Andrea Furnaro @AndreaFurnaro]

We are looking for a consultant to help with our global analysis of National Oil Companies and the #EnergyTransition. This 2-month project involves gathering and analyzing data at the company and country levels. For more details, visit: https://t.co/Lt5ZAZEI2i

[David Manley @DaveManleyRocks]

We are looking for a researcher with NOC and governance knowledge, and data skills to produce a set of profiles on national oil companies. Can you help? Thanks
https://t.co/dXr2NywlZj

[David Manley @DaveManleyRocks]

@RobGMacfarlane Hi Robert - I've heard of the concept. (Love you work)

[Andrea Furnaro @AndreaFurnaro]

In this report, we used #SystemsThinking to analyze how the global #EnergyTransition could worsen Pemex's already challenging situation. Key issues include growing concerns among creditors and the state's capacity to continue supporting the NOC.

https://t.co/nJaQNc6hW6

[NRGI en Español @NRGIesp]

En un contexto de #TransiciónEnergética🌎algunas petroleras estatales latinoamericanas continúan invirtiendo en proyectos hidrocarburíferos🛢️
¿Cuáles son los riesgos?

Lee el análisis de @AndreaFurnaro @fpatzy @DaveManleyRocks y Camila Huertas de NRGI⤵️
https://t.co/CheRqySfWh

[David Manley @DaveManleyRocks]

@Amirlbd - reminds me of your architecture paper ...

[Federico Italiano @FedeItaliano76]

Vernacular architecture

1. Bedouin tents in Morocco

[Natural Resource Governance Institute @NRGInstitute]

"A recent analysis by NRGI suggests that, of the $1.8T that national oil companies plan to invest over the next decade, $1.2T is in projects which would not break even under the @IEA net-zero scenario."

Dive deeper into NRGI's "Riskier Bets" research👉 https://t.co/zQkXutruA7

[David Manley @DaveManleyRocks]

#energytransition could lead to a new debt crisis as national #oil companies get stuck with stranded assets, says @TheEconomist

https://t.co/tFAGqVvEAv

Read the full report here: https://t.co/zR4bqq9OiG

[Andrea Furnaro @AndreaFurnaro]

I'm looking for grad students and researchers from Africa, Latin America, Central Asia and Asia Pacific to work with me at TU Berlin for 3 months on industrial policy, hydrogen, energy SOEs, or transition minerals. Apply by March 22. Contact me! #Scholarships #EnergyTransition

[NRGI en Español @NRGIesp]

América Latina es dueña del 56% de los recursos de litio 🌎 ¿Cómo potenciar el rol de las empresas estatales para mejorar políticas que fomenten su competitividad, industrialización y mejora de estándares ambientales y sociales?

📩Lee el informe: https://t.co/Q8kjmhlhCn
7/7

[Thomas Scurfield @thomasscurfield]

As 🇺🇬 gets closer to #oil production, new @NRGInstitute analysis indicates the government's planned equity stake in the refinery would create public finance risks and may be unnecessary.

👉 https://t.co/78HG4UbMK5

[David Manley @DaveManleyRocks]

At #Cop28 nations decided to transition away from fossil fuels. But state #oil companies betting $1.2 trillion that this doesn't happen.
https://t.co/kplAfVfSuI

[Agathe Demarais @AgatheDemarais]

🇨🇳 - Clean tech is making disproportionately high contribution to China's GDP growth
• EVs, wind/solar, batteries make up only 3.5% of GDP but they contribute whopping 1pp to GDP growth
• China's clean tech push highlights country's ambition to be (sole) world leader in field

[David Manley @DaveManleyRocks]

#COP28 decision signals that fossil fuels have reached a tipping point and the bets that state #Oil companies are now even riskier. $1.2 trillion will not turn a profit if the world aligns with 1.5C. Now is the time to reassess investments #OOTT https://t.co/zR4bqq9OiG

[Natural Resource Governance Institute @NRGInstitute]

🏭 Whether it's scope 1, 2 or 3 emissions, national oil co.s' role in climate mitigation is huge.

💱 Beyond climate concerns, they're also placing $1.2T of public money at risk by investing in oil/gas projects that may not break even.

🛢️ More: https://t.co/zQkXutruA7

#COP28