@mpradoexpresso Também se usaram esse tipo de argumentos para deslocalizar a indústria para fora da Europa. Agora pagamos as más decisões. Temos condições para sermos autosuficientes. Parte da energia importada é solar.
@mpradoexpresso Sem dúvida, já tive a oportunidade de conversar com o Michael Liebreich. É uma das grandes referências do sector. Tem uma visão muito abrangente.
Chinese solar manufacturers have privileged capacity over margin. They went “over their skis” when it comes to adding new capacity, allowing consumers across the world to benefit from ultra-low prices. Shareholders suffered. Building plants in Europe or the US makes no sense without crazy high subsidies and import taxes.
A VERY PROFITABLE ENERGY CRISIS:
Vitol, the world's largest independent oil trading company, has made more money in the last 3 years than during the past 30 years combined.
(In 2023, it made ~$13 billion in net income, its 2nd best year ever: https://t.co/Nyur2SICUg | #OOTT
The #CERAWeek conference view:
If the energy transition was a Facebook relationship status, the evolution would be something like:
2020: single
2021: in a relationship
2022: engaged
2023: married
2024: it’s complicated
The world’s five largest listed oil companies ( BP, Shell, Chevron, ExxonMobil and TotalEnergies) are expected to reward their investors with record payouts of more than $100bn for 2023, equivalent to dividend payments and share buybacks worth $104bn in 2022.
https://t.co/hHNqcj7Fdc
It’s an important reminder because it seems that many believe that because a COP meeting agrees a some language, fossil fuel demand immediately bends toward that direction. It doesn’t. And the focus on language rather than policy is an unwelcome distraction.
I'm thrilled to announce that I'll be speaking at the Solarplaza Summit Portugal 2023 in Lisbon on September 22. Join me for a discussion on the latest energy issues. Check out https://t.co/Ch0V1QgA5t for more information. #solarplazasummit#portugal#solarenergy@solarplaza
We need a majority of people to know 5 things, which they largely do not:
1. Pollution from oil, coal and gas is heating the earth and causing dangerous weather.
2. All the climate scientists agree.
3. We must move quickly if we are to save a livable climate.
4. There are exciting solutions available right now, most of which save money.
5. Big polluting companies knew, lied, and stopped action. They need to pay to clean up their mess.