Ivan Marten

Non Executive Director. Chairman @ORKESTRA, Senior Partner Emeritus and former Vice Chairman & Global Leader @BCG Energy Practice 2007-2018. Views are my own.

[Ivan Marten @IMU59]

Celebrating our 20th anniversary
@orkestra was created by @grupospri and @deusto in 2006 with a clear purpose: to reinforce competitiveness and wellbeing in the Basque Country through rigorous research. 20 years later, the commitment is stronger than ever https://t.co/13YZTay1ew

[Ivan Marten @IMU59]

In the US the average price of a gallon of #gasoline hit $4.39 on May 1st, up 9¢ in just 24 hours, and 47% higher before the Hormuz conflict. A year ago, it was $3.19

[Ivan Marten @IMU59]

Worth noting that Spain consumed in 2025, 7.7 Mtons of #Kerosene and 80% was produced in Spain thanks to a very efficient refinery system. #SecurityofSupply #Hormuz

[Ivan Marten @IMU59]

In 2025 global investments in #DataCenters amounted $771b compared with $798b in #Renewables and $835b in #Oil&Gas Source is @axios @RystadEnergy

[Ivan Marten @IMU59]

#Hormuz disruption is affecting #fertilizer production and agricultural supply chains. In #India, 30 of 32 #urea plants rely on #naturalgas as feedstock, approximately 80% of which comes from #LNG imports .

[Ivan Marten @IMU59]

#Blackwell the new @nvidia chip is hitting the market today generates up to 50 times more performance per watt compared to #Hopper, Nvidia's first big AI chip, introduced in 2022. Technology development makes the difference

[Ivan Marten @IMU59]

The % of urban households in #China with #NaturalGas service has doubled to 51% in 2024 from 25% in 2010. More than 300 million people living in urban households have been connected to the natural gas network in that period #EnergyAccess #Gas

[Ivan Marten @IMU59]

Europe needs to balance an urgent #energy transition with the need to keep industry competitive and energy affordable

The problem is when an scenario is considered as the single path to be imposed

[Ivan Marten @IMU59]

Europe needs to balance an urgent energy transition with the need to keep industry competitive and energy affordable

The problem is when an scenario is considered as the single path to be imposed

[Ivan Marten @IMU59]

In 2025, #China raised #grid investment by 5% to 89 billion dollars to support clean energy expansion through 2030.
Grid capacity at the center of both renewable energy and digital expansion.

[Ivan Marten @IMU59]

Growing demand from #AI infrastructure will reshape electricity markets. #Bloomberg reports that additional 94 GW are required by 2030 to power new data centers.

But we tend to forget that #AC demand increase in emerging countries is also extremely relevant #ElectricityDemand

[Ivan Marten @IMU59]

A #copper supercycle is coming.
We’re consuming 30m tonnes of copper a year but only 4m tonnes of which is recycled. To maintain 3% GDP growth — with NO [further] electrification — we need to mine the same amount of copper in the next 18 years as we mined the last 10,000 years!!

[Ivan Marten @IMU59]

@jon_insausti @orkestra Eskerrik asko Alkate por la visita de hoy y por un diálogo muy enriquecedor. Ha sido un placer compartir nuestra agenda de investigación y reflexionar sobre los retos y oportunidades para fortalecer la #competitividad y #bienestar de #Donostia.

[Ivan Marten @IMU59]

los datos de @Faconauto son demoledores: los coches de más de 15 años supusieron en 2025 en España el 41,4% del mercado. #MovilidadSostenible

[Ivan Marten @IMU59]

Over the past three decades, mine development lead times have significantly increased by almost 3x, primarily due to regulatory complexities and sociopolitical factors according to a @BCG #mining report #Overregulation

[Ivan Marten @IMU59]

#EU has set a new binding climate target requiring a 90% cut in #GHG emissions by 2040 compared with 1990. This implies that EU industries must reduce emissions by 85% (the remaining gap met through international carbon credits from 2036) #Decarbonizing by #Deindustrializing

[Ivan Marten @IMU59]

#Battery raw materials (#lithium, #nickel, and #cobalt) are projected to grow at a remarkable 4.8% CAGR from 2025-2029

[Ivan Marten @IMU59]

“Wouldn’t it be great if Europe instead of deciding it was going to be the world’s regulator, decided once again to be the world’s innovators?” Andrew Puzder

[Ivan Marten @IMU59]

If car fleet becomes electric governments will need to tax #ElectricVehicle in order to compensate for the lack of taxation revenues coming from gasoline and diesel taxes.

[Ivan Marten @IMU59]

In 2028 UK government will start taxing #EV driving with a self-reported per-mile system. It will be set at 3p per mile for pure battery cars and 1.5p for plug-in hybrids. Current fuel duty, on average, is around 6p per mile for gasoline cars. @Bloomberg