NEAH offers cutting-edge research, innovative training programs and business-games, and ecosystem development to support your energy transition journey.
๐ ๏ธ โThe Innovation Fund is a deployment instrument โ not an R&D grant.โ
Continuing a special financing block on #WattsUpWithStartups, Emin Askerov (@askcarbonranger) and Akul Raizada (@AkulRaizada) take a close look at how EU funding decisions are actually made โ using the latest Innovation Fund results as a concrete case.
The discussion focuses on what the outcomes reveal in practice:
๐ why large-scale manufacturing dominated the battery call
๐ how readiness outweighed technological novelty
๐ what the selected projects say about EU risk appetite
๐ and how changes in the ongoing 2025 call reshape options for battery and clean-tech players
Akul Raizada is a Policy & Funding Consultant focused on clean energy financing and industrial decarbonisation. He works with corporates, investors, and public institutions to translate EU policy instruments into bankable projects. Based in Paris and active across Europe, MENA, and India, Akul brings a practitionerโs perspective on what it actually takes to move from policy ambition to executable investment decisions.
A grounded conversation for founders and scale-ups trying to position themselves realistically โ before committing months of time and resources.
๐ง Listen now: https://t.co/uuF7gPd5jX
#EUFunding #InnovationFund #CleanTech #Batteries #FOAK #IndustrialDecarbonisation #EnergyTransition
โฐ The hardest part of a FOAK project often starts after the grant is awarded.
What actually makes clean-tech projects stumble when they move from pilot to first-of-a-kind scale?
In a special block focused on clean-energy financing, Emin Askerov (@askcarbonranger) speaks with Akul Raizada (@AkulRaizada) about what it really takes to turn EU policy ambition into executable investment decisions.
The conversation goes beyond theory and grant headlines, touching on issues that consistently surface in FOAK projects:
๐ why risk multiplies beyond the technical layer
๐ why costs and resources rarely scale linearly
๐ why EU funding is often misunderstood as โfree moneyโ
๐ and how milestone-based funding can quietly stall projects
Akul Raizada is a Policy & Funding Consultant focused on clean energy financing and industrial decarbonisation. He works with corporates, investors, and public institutions to translate EU policy instruments into bankable projects. Based in Paris and active across Europe, MENA, and India, Akul brings a practitionerโs perspective on what it actually takes to move from policy ambition to executable investment decisions.
This episode will resonate with founders, scale-ups, and industrial players working across hydrogen, batteries, grids, and other capital-intensive clean-tech pathways.
๐ง Listen it now: https://t.co/wxL65mujzS
#CleanTech #EnergyTransition #EUFunding #FOAK #IndustrialDecarbonisation #Startups #VentureCapital #PolicyToPractice
๐ฌ๏ธ Why offshore wind stalled in the #USA โ and why it matters beyond one country
The US offshore wind pipeline didnโt just slow down โ planned capacity fell from 39 GW to 6 GW in a few years. And the reasons are economic, not technological.
Most US offshore wind projects secured long-term power contracts in the late 2010s and early 2020s, when interest rates were low and financing conditions were favourable. As borrowing costs rose sharply and construction inputs became more expensive, several developers stated that previously agreed contract prices no longer covered project costs. This led to the cancellation of some projects and attempts to renegotiate contract terms in others.
Delays made it worse. Offshore wind in federal waters undergoes a multi-year permitting process, with coordination among agencies and stakeholders. When timelines extend, projects remain exposed to changing costs and financing conditions for longer.
Developers didnโt walk away from offshore wind as a technology. They paused or reshaped near-term exposure where frameworks proved too fragile to absorb shocks.
That pattern isnโt unique to the US. Similar stress points are emerging elsewhere as offshore wind scales: long permitting timelines, infrastructure lag, and economics that depend on institutions moving in sync.
Offshore wind hasnโt failed. But the US case shows how quickly large-scale clean energy can stall when financing, permitting, and infrastructure fall out of alignment.
#EnergyTransition #OffshoreWind #Renewables #EnergySystems #GridInfrastructure #Permitting #CleanEnergy #NEAH #EnergyPolicy #Infrastructure
๐ How much will climate adaptation actually cost?
A new @McKinsey report puts a price tag on something we often discuss in abstract terms: adapting to a warmer, more volatile climate โ from heatwaves and floods to droughts and coastal risks.
๐น Today, the world spends around $190 billion per year protecting people and assets from extreme weather.
๐น Even maintaining todayโs level of protection becomes far more expensive as temperatures rise. At 2ยฐC, costs could be 2.5 times higher than today, and much higher if countries aim for developed-economy protection standards โ 6.2 times!
๐น Closing todayโs โresilience gapโ โ especially in low-income regions โ would require hundreds of billions more annually, even before accounting for future warming.
๐น The burden is deeply uneven: lower-income countries face the highest exposure to heat, floods, and droughts, yet have the least capacity to invest in protection.
๐น Adaptation is not just about megaprojects. Many measures already exist โ cooling, drainage, flood barriers, mangroves โ but scaling them requires planning, governance, and steady funding over decades.
Perhaps the most uncomfortable takeaway: adaptation is unavoidable, but itโs not a one-off bill. Itโs a long-term commitment that grows with every fraction of a degree โ and one that competes directly with other development priorities.
#Mitigation may shape the future climate.
#Adaptation determines how much damage we live with along the way.
#ClimateAdaptation #ClimateRisk #Infrastructure #Resilience #ClimateFinance #EnergyTransition
Read the full report here: https://t.co/6HAhrWfZqz
๐บ๐ธ ๐ Why does US climate policy matter far beyond US borders?
Because it doesnโt just shape emissions pathways โ it sets the global permission structure for climate action.
Over the past few years, a recurring pattern has become hard to ignore: when US climate policy signals commitment, climate ambition elsewhere becomes politically safer. When that signal weakens, climate rhetoric in many countries shifts just as quickly.
This isnโt about climate science suddenly changing. Itโs about political risk management.
๐ฐ๐ฟ Take #Kazakhstan as one example.
In 2021, President Tokayev publicly endorsed the countryโs long-term climate ambition, pledging that Kazakhstan aims to become carbon neutral by 2060. In 2025, Tokayevโs tone had shifted markedly โ with climate agendas increasingly questioned and coal re-emphasised as an economically rational choice. The timing of this rhetorical pivot aligns closely with broader shifts in the global political climate.
But Kazakhstan is not unique.
๐ฎ๐ฉ #Indonesia provides a clear illustration of gradual realignment.
Throughout the early 2020s, the country positioned itself as a pragmatic supporter of the energy transition, committing to net-zero by 2060 and engaging actively in international climate frameworks. By 2025, however, official rhetoric had become more openly conditional โ questioning the fairness and relevance of global climate commitments as major economies reassessed their own obligations, while coal retained a central role in energy planning. This recalibration followed closely on the weakening of US climate leadership signals.
๐ฆ๐ท #Argentina reflects a sharper and more explicit pivot.
In the early 2020s, climate commitments were framed as part of Argentinaโs international alignment, including net-zero pledges and participation in multilateral climate agreements. After Javier Milei was elected, climate policy was openly deprioritised, with environmental regulation scaled back and international climate commitments publicly questioned โ including discussions of a potential withdrawal from the Paris Agreement. This shift coincided with a broader re-emergence of climate-sceptical narratives in US political leadership.
What these cases show is not uniform rollback, but signal sensitivity.
For some countries, shifts in US climate policy act as a political vane. For others, they provide cover for recalibrations already underway. In both cases, US climate positioning matters โ not as a template, but as a signal of what is politically safe.
๐ Thatโs why US climate policy is worth watching.
Not because it determines outcomes everywhere โ but because it shapes the space in which many countries decide how far, and how openly, they are willing to go.
#ClimatePolicy #ClimateGovernance #EnergyTransition #Geopolitics #USPolitics #NetZero #EnergySecurity #ClimateAction #GlobalPolicy #NEAH #Argentina #Indonesia #Kazakhstan
๐ต๐๐น๐ถ๐บ๐ฎ๐๐ฒ ๐ฐ๐ต๐ฎ๐ป๐ด๐ฒ ๐ถ๐ ๐ฎ๐น๐ฟ๐ฒ๐ฎ๐ฑ๐ ๐ถ๐ป ๐๐ผ๐๐ฟ ๐ฏ๐ถ๐น๐น๐.
A new analysis by the National Bureau of Economic Research (@nberpubs) shows that climate change is quietly costing US families $400โ$900 each year โ and in 10% of counties, the burden exceeds $1,300 per household. These arenโt hypothetical future scenarios but costs from recent decades.
Where does the money go?
๐ธ Rising home insurance premiums and claims
๐ฅต Higher cooling bills
โ ๏ธ Health impacts and increased mortality linked to heat and disasters
And the highest costs fall on households least able to absorb them.
The geography is just as unequal: western states, the Gulf Coast, and Florida are already paying the highest price for extreme weather and climate-driven disasters. According to the paper, natural disasters โ not gradual warming โ account for the majority of the burden so far.
So when some politicians argue the US should step back from climate commitments or dismiss the urgency of action, the reality is this:
America isnโt avoiding costs by ignoring climate change. Itโs already paying them โ through higher bills, higher risks, and higher losses.
And the truth is universal: no country gets a discount on climate inaction. Only the scale varies.
#ClimateEconomics #ExtremeWeather #ClimateRisk #EnergyTransition #Resilience #USPolicy #NEAH
Read the full study here: https://t.co/6Elyd0bZnb
๐โก๐๐ณ ๐๐ต๐ฒ๐ฟ๐ฒโ๐ ๐ผ๐ป๐ฒ ๐๐ฒ๐ด๐บ๐ฒ๐ป๐ ๐๐ต๐ฎ๐ ๐ต๐ฎ๐ ๐ฟ๐ฒ๐ฝ๐ฒ๐ฎ๐๐ฒ๐ฑ๐น๐ ๐ต๐๐บ๐ฏ๐น๐ฒ๐ฑ ๐๐ฉ ๐ถ๐ป๐ป๐ผ๐๐ฎ๐๐ผ๐ฟ๐, ๐ถ๐โ๐ ๐บ๐ฒ๐ฑ๐ถ๐๐บ-๐ฑ๐๐๐ ๐๐ฟ๐๐ฐ๐ธ๐.
For years, startups promised to electrify the workhorses of urban logistics โ ๐๐๐ก๐๐ซ๐๐ง๐ฎ ๐ซ๐๐ฃ๐จ, ๐ช๐ฉ๐๐ก๐๐ฉ๐ฎ ๐ฉ๐ง๐ช๐๐ ๐จ, ๐จ๐๐ง๐ซ๐๐๐ ๐ซ๐๐๐๐๐ก๐๐จ. And for years, many of them hit the same wall.
@arrival tried to reinvent manufacturing before proving basic economics.
@LordstownMotors couldnโt scale production or secure stable fleet demand.
@nikolamotor collapsed under governance and credibility issues.
ELMS: Electric Last Mile Solutions went bankrupt within a year of going public.
@canoo pivoted so many times it never built a coherent path to market.
Different stories, but a common pattern: this segment is brutally difficult. The payloads are heavy. The duty cycles are long. Margins are razor-thin. Fleet operators demand reliability, predictable costs, and vehicles that โjust workโ โ every single day.
Amid that landscape, Harbinger stands out not because it has solved the problem, but because itโs approaching it with unusual realism.
๐ผ ๐ฅ๐ช๐ง๐ฅ๐ค๐จ๐-๐๐ช๐๐ก๐ฉ ๐๐ก๐๐๐ฉ๐ง๐๐ ๐๐๐๐จ๐จ๐๐จ. Modular battery packs sized for known routes. Early traction with fleet customers. And, unusually, a willingness to acknowledge how many others have failed before them.
Itโs not a breakthrough yet โ far from it. The structural challenges that crushed previous players havenโt disappeared. But a grounded, engineering-first approach may be exactly what this segment has been missing.
Medium-duty electrification wonโt grab headlines like luxury EVs or hypertrucks. But if someone gets it right, the impact on urban emissions, air quality, and operating costs could be enormous.
๐ฌ Do you think a chassis-first strategy gives companies like Harbinger a real shot โ or is this segment still one of the toughest problems in the EV transition?
#EVs #ElectricTrucks #CleanTech #EnergyTransition #Logistics #Innovation #NEAH
Read more about Harbinger:
https://t.co/c2UZokZBa2
https://t.co/1ZW3crm9uK
https://t.co/mcgqR9KPdc
๐ฅ ๐ ๐ณ๐น๐ฎ๐ด๐๐ต๐ถ๐ฝ ๐จ๐ฆ ๐๐ผ๐น๐ฎ๐ฟ ๐ฝ๐ฟ๐ผ๐ท๐ฒ๐ฐ๐ ๐ถ๐ ๐๐ต๐๐๐๐ถ๐ป๐ด ๐ฑ๐ผ๐๐ป ๐ฎ๐ณ๐๐ฒ๐ฟ ๐ญ๐ฌ ๐๐ฒ๐ฎ๐ฟ๐, ๐ผ๐๐ฒ๐ฟ๐๐ฎ๐ธ๐ฒ๐ป ๐ฏ๐ ๐ฎ ๐ฐ๐ต๐ฎ๐ป๐ด๐ถ๐ป๐ด ๐ฒ๐ป๐ฒ๐ฟ๐ด๐ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐.
The Ivanpah Solar Power Facility in Californiaโs Mojave Desert, a $2.2-billion concentrated solar power (#CSP) flagship launched during the post-2008 green-stimulus era, is now preparing for closure after just a decade of operation.
Built to power 140,000 homes with 300,000 heliostats and three solar towers, Ivanpah was meant to prove that large-scale CSP could anchor Americaโs clean-energy future. Instead, it became a case study in how quickly technology, markets, and politics can shift beneath even the boldest projects.
Between 2010 and 2014 โ while Ivanpah was still being built โ the world changed:
โ๏ธ PV module prices collapsed by ~80%.
โก Gas prices plunged with the shale boom.
๐ Storage economics shifted toward batteries, not thermal systems.
๐๏ธ And Ivanpah faced real-world challenges: lower-than-expected output, high O&M costs, habitat concerns, and more gas use than planned.
By the time it came online, its business case was already outdated.
Whatโs driving the shutdown now isnโt a technical failure โ itโs economics. Long-term power purchase agreements with utility companies Pacific Gas & Electric @PGE4Me and Southern California Edison @SCE are set to expire soon, and renewing them would mean Ivanpah would cost ratepayers more than replacing it with cheaper PV and storage.
Yet Ivanpah wasnโt pointless. The engineering lessons โ from high-precision heliostat control to managing heat flux at scale โ fed directly into todayโs next-generation CSP projects. Progress often comes through expensive prototypes that show what works, what doesnโt, and what should come next.
Ivanpahโs story isnโt about the limits of renewables. Itโs about how brutally fast energy innovation moves, and how even visionary infrastructure can become obsolete within a decade.
โ What other technologies might face the same problem in the 2030s?
#EnergyTransition #SolarEnergy #Renewables #CSP #CleanTech #EnergyStorage #Infrastructure #Sustainability #NEAH #EnergyMarkets
Further reading:
Article in @IntEngineering: ttps://interestingengineering.com/energy/americas-biggest-solar-thermal-project or YouTube video: https://t.co/pnmhaxAWrY
Article in @FactorThisMedia: https://t.co/bausc3Th5O
โก ๐ช๐ต๐ฎ๐ ๐๐ผ๐๐น๐ฑ ๐๐ต๐ฒ ๐๐ผ๐ฟ๐น๐ฑ ๐น๐ผ๐ผ๐ธ ๐น๐ถ๐ธ๐ฒ ๐ถ๐ณ ๐ฒ๐ป๐ฒ๐ฟ๐ด๐ ๐๐๐ผ๐ฝ๐ฝ๐ฒ๐ฑ ๐ฏ๐ฒ๐ถ๐ป๐ด ๐๐ต๐ฒ ๐น๐ถ๐บ๐ถ๐๐ถ๐ป๐ด ๐ณ๐ฎ๐ฐ๐๐ผ๐ฟ ๐ฏ๐ฒ๐ต๐ถ๐ป๐ฑ ๐ฎ๐น๐บ๐ผ๐๐ ๐ฒ๐๐ฒ๐ฟ๐๐๐ต๐ถ๐ป๐ด ๐๐ฒ ๐ฑ๐ผ?
Every now and then, itโs helpful to take a concept to an extreme โ not because it will happen, but because it reveals how much of our current world is shaped by energy scarcity. A new @voxdotcom article imagines a future where clean energy is so cheap and abundant that many of todayโs complex problems suddenly become solvable. And the thought experiment is revealing.
โ With essentially unlimited energy, desalination could scale without draining ecosystems.
โ Vertical farming could produce food year-round with minimal land.
โ Industrial heat, fertilizers, synthetic fuels, and large-scale recycling become dramatically easier and cleaner.
โ Carbon removal โ currently limited by cost โ becomes widely deployable.
But the article also shows the other side: abundance does not guarantee equality or better choices.
โ Cheaper energy could fuel higher consumption, bigger homes, longer commutes, and more waste.
โ Regions that lack access today might not benefit at all without deliberate policies.
The scenario may be unrealistic, but the thought exercise is useful. It highlights how deeply food, water, materials, and climate systems depend on the cost of energy โ and how many solutions remain technically possible but economically out of reach because energy still isnโt โfree.โ
โ How would your familyโs or your companyโs life change if energy were truly abundant?
#EnergyTransition #CleanEnergy #FutureOfEnergy #Sustainability #EnergySystems #ClimateTech #Innovation #EnvironmentalPolicy #GlobalEnergy
Read the article here: https://t.co/yS1XERr8Jt
3๏ธโฃ0๏ธโฃ ๐ง๐ต๐ฒ #COP30 ๐ณ๐ถ๐ป๐ฎ๐น ๐ฑ๐ฒ๐ฐ๐ถ๐๐ถ๐ผ๐ป ๐๐ฒ๐ ๐ ๐บ๐ฎ๐ ๐๐ผ๐ณ๐๐ฒ๐ป ๐ถ๐๐ ๐ณ๐ผ๐๐๐ถ๐น-๐ณ๐๐ฒ๐น ๐น๐ฎ๐ป๐ด๐๐ฎ๐ด๐ฒ ๐ฎ๐ด๐ฎ๐ถ๐ป โ ๐ฏ๐๐ ๐ฝ๐ต๐๐๐ถ๐ฐ๐ ๐๐ผ๐ปโ๐.
Itโs tempting to read another diluted statement as a sign that little will change. But outside the negotiating rooms, the world doesnโt wait for consensus.
Temperatures keep rising. Extreme weather keeps breaking records. Water stress, crop losses, and supply-chain disruption keep eroding economic stability. None of that slows down because diplomats couldnโt agree on a sentence.
Thatโs why markets will react โ not to the final text, but to the widening gap between global ambition and physical reality. When political signals weaken, transition risks donโt disappear. They get priced in differently: through insurance, sovereign risk, commodity volatility, and the cost of building resilience into everything from grids to factories.
โ๏ธ And this is the real message companies should take from COP30: a lack of strong language doesnโt reduce risk โ it shifts more responsibility onto national policy, corporate strategy, and the ability to plan for a world where climate impacts are no longer abstract.
Diplomacy may move slowly, but climate risks are accelerating. And the energy transition, with all its frictions, costs, and uncertainties, remains the only path that reduces those risks over time.
A weak COP text doesnโt make that less true. It only makes it more urgent to read the signals coming from the real world, not the diplomatic one.
โ How should companies prepare when political consensus thins but physical risks keep rising?
#EnergyTransition #ClimateRisk #Sustainability #ClimatePolicy #COP30 #Decarbonisation #CleanEnergy #RiskManagement #NetZero #EnergyMarkets
๐ ๐๐ถ๐๐ถ๐ฒ๐ ๐ฎ๐ฟ๐ฒ ๐๐๐ฒ๐ฝ๐ฝ๐ถ๐ป๐ด ๐ถ๐ป๐๐ผ ๐๐ต๐ฒ ๐๐ ๐ฑ๐ฒ๐ฏ๐ฎ๐๐ฒ โ ๐ฏ๐ฒ๐ฐ๐ฎ๐๐๐ฒ ๐๐ต๐ฒ๐โ๐ฟ๐ฒ ๐๐ต๐ฒ ๐ณ๐ถ๐ฟ๐๐ ๐๐ผ ๐ณ๐ฒ๐ฒ๐น ๐๐ต๐ฒ ๐๐๐ฟ๐ฎ๐ถ๐ป ๐ผ๐ป ๐ด๐ฟ๐ถ๐ฑ๐, ๐๐ฎ๐๐ฒ๐ฟ, ๐ฎ๐ป๐ฑ ๐น๐ฎ๐ป๐ฑ ๐๐๐ฒ.
๐ Last week, mayors from Paris, Phoenix, and several other global cities announced a joint push to make AI infrastructure more sustainable. This is not for a flashy geopolitical gesture, but because data centres now shape local grids, water systems, and land use more than almost any other new industry.
Their proposal is simple: lower-carbon operations, smarter cooling, better site planning, and real engagement with the communities that host these facilities.
โฉ Whatโs notable is not the document itself, but the shift behind it: AI is no longer just a tech-sector issue. Itโs becoming a municipal-level infrastructure challenge โ and part of the energy transition, whether cities are ready or not.
โ How prepared is your city โ or your company โ for an AI infrastructure boom that uses as much energy and water as a small country?
Further Reading: https://t.co/wIVFkL6An5
#AIInfrastructure #EnergyTransition #SmartCities #Sustainability #DataCentres #UrbanEnergy #CleanTech #ClimateResilience #DigitalEconomy #GridModernisation
๐ช๐ธ A lesson from #Spain: generation may be easy โ integration is not.
Spain is often cited as a renewable leader โ and the numbers support that reputation.
In 2024, wind supplied ~22% of electricity, nuclear and solar PV each provided ~19%, natural gas contributed ~18%, and hydropower added ~14%.
Few large economies have such an evenly balanced generation mix โ and coal is essentially gone.
But as always, the closer you look, the more complex the story becomes.
๐ A renewable success built over decades
Spainโs wind industry dates back to the 1990s, and today wind remains the backbone of the electricity mix. Solar PV, which lagged after the infamous subsidy cuts in 2010โ2013, staged a spectacular comeback after 2018 thanks to the repeal of the โsun taxโ and falling costs. Coal generation has nearly disappeared, and emissions from the power sector have fallen sharply.
โก The hardest part is no longer generation โ itโs the grid
Spain is now confronting the same issue that other high-renewables systems face: transmission capacity and permitting. In a country with excellent solar conditions, the bottleneck isnโt technology but where and how to connect new capacity. Regional disparities are significant โ solar-rich areas (Extremadura, Andalucรญa) produce more than they can locally use, while industrial regions face congestion and delays.
๐ Interconnection: the quiet geopolitical challenge
Spain remains one of Europeโs least-interconnected electricity markets. Limited links through the Pyrenees make it hard to export surplus renewable power โ a challenge both for Spain and for the EUโs broader decarbonisation strategy. Upcoming FranceโSpain interconnectors are intended to change this, but timelines remain long and political resistance has been persistent.
โฝ And then there is gas
Spain is one of Europeโs largest #LNG importers and maintains vast regasification capacity. Unlike many countries, it built a diversified gas system long before the global spotlight shifted to LNG. This makes Spain both an energy-security buffer for Europe and a country navigating its own reliance on flexible gas capacity as renewables expand.
๐ Spain shows what a mature energy transition looks like: not a clean sweep of renewables, but a system where grids, interconnections, flexibility, and industrial policy determine the next phase of progress.
For all the talk about solar and wind, Spainโs transition is increasingly defined by the less visible parts of the system โ exactly where many countries will find themselves in the coming years.
#EnergyTransitionAroundTheWorld #EnergyTransition #CleanEnergy #Renewables #SolarEnergy #WindEnergy #EnergySystems #ElectricityMarkets #GridInfrastructure #LNG #Decarbonisation #NetZero #Sustainability
๐ฒ You think youโre doing greatโฆ until the next decision flips everything.
Thatโs the experience most people have the first time they play the Energy Trilemma Game.
You start with a clear plan: boost sustainability, keep the lights on, maintain equity. And for a few moves, it works.
Then an unexpected dilemma lands โ a technology setback, a market shock, a policy choice that benefits one score but drags another down. Suddenly, your neat strategy doesnโt look so neat anymore.
ใฐ๏ธThatโs the point of the game: energy systems donโt move in straight lines.
The game offers four difficulty levels, and each lets you clearly see which parts of the trilemma need improvement. But actually improving them is not that easy: your path depends less on a โperfectโ plan and more on how you adapt when the next surprise hits your scores.
If you want to see how quickly an energy transition can shift, break, recover, or take an entirely new path, give it a try.
๐ Play the Energy Trilemma Game here: https://t.co/AlyBIIu3ol
How many moves will your transition take?
#EnergyTrilemmaGame #EnergyTransition #EnergyTrilemma #EnergyPolicy #Sustainability #CleanEnergy #ClimateAction #GamifiedLearning
๐จ๐ณ Chinaโs emissions flatlined over the past 18 months โ whatโs happening?
Chinaโs COโ emissions have now been flat or falling for roughly 18 months, according to a new analysis by @laurimyllyvirta (@CREACleanAir) published by @CarbonBrief . Thatโs a significant datapoint in light of Chinaโs recent pledge to peak emissions before 2030 and cut them further by 2035.
โ The analysis finds that fossil-fuel and cement emissions have not risen since early 2024. In the third quarter of 2025, power-sector emissions were essentially flat even as electricity demand grew by more than 6%, reflecting rapid solar and wind expansion this year.
๐ At the same time, not all sectors are moving in the same direction โ emissions in chemicals and plastics have grown โ and the overall picture still depends heavily on the fourth quarter.
๐๏ธ One important caveat: the analysis is based primarily on official Chinese statistics, which are not immune to gaps or inconsistencies. While methodologies like those used by CREA and Carbon Brief help cross-check trends, small changes in monthly data can be within the margin of uncertainty.
Still, taken together, this 18-month plateau is a notable development. Whether it marks the start of a longer structural shift โ or simply a pause driven by sectoral dynamics โ remains to be seen.
๐ค Have you been following Chinaโs emissions trajectory? What signals are you watching most closely?
Read the full analysis here: https://t.co/hj3WnadHDU
Chinaโs recent pledge: https://t.co/vl0dyz9Gpu
#China #Emissions #CO2 #ClimateData #EnergyTransition #CleanEnergy #Decarbonisation #NetZero #CarbonBrief #CREA #ClimatePolicy #EnergySystems #Sustainability
๐ฌ๐พ ๐๐๐๐ฎ๐ป๐ฎ ๐ถ๐ ๐ด๐ฒ๐๐๐ถ๐ป๐ด ๐ฟ๐ถ๐ฐ๐ต ๐ผ๐ป ๐ผ๐ถ๐น โ ๐ฎ๐ป๐ฑ ๐ฐ๐ฎ๐น๐น๐ถ๐ป๐ด ๐ถ๐ ๐ด๐ฟ๐ฒ๐ฒ๐ป.
Once one of South Americaโs poorest nations, Guyana is now the worldโs fastest-growing economy, fuelled by vast offshore oil discoveries led by @exxonmobil. ๐๐๐ ๐ก๐๐ฌ ๐ฌ๐ฎ๐ซ๐ ๐๐ ๐๐ฒ 47% between 2022 and 2024, and per-capita income has quadrupled in just five years.
๐ฐ Between 1969 and 2024, The World Bank provided Guyana with about $1.8 billion in support โ most of it loans that must be repaid. In just five years of oil production, however, Exxonโs operations have brought in over $6 billion for the country. That contrast shows how quickly oil has reshaped Guyanaโs finances โ and how deeply its future now depends on petroleum revenue.
โ๏ธ Yet this new prosperity comes with a contradiction. ๐๐ฎ๐ฒ๐๐ง๐ ๐ฆ๐๐ซ๐ค๐๐ญ๐ฌ ๐ข๐ญ๐ฌ๐๐ฅ๐ ๐๐ฌ ๐ โ๐ง๐๐ญ-๐ณ๐๐ซ๐จโ ๐๐จ๐ฎ๐ง๐ญ๐ซ๐ฒ, claiming its rainforests absorb more COโ than the nation emits. Thatโs true, but at the same time, itโs also opening new oil fields that could produce over 1 million barrels per day by 2027.
๐ฐ Oil revenues are transforming public finances. The government says the windfall will fund infrastructure and social programs. But dependence on a single volatile export, coupled with rapid spending, raises concerns about Dutch disease and fiscal sustainability.
๐ณ Guyanaโs ๐๐จ๐ฐ ๐๐๐ซ๐๐จ๐ง ๐๐๐ฏ๐๐ฅ๐จ๐ฉ๐ฆ๐๐ง๐ญ ๐๐ญ๐ซ๐๐ญ๐๐ ๐ฒ (๐๐๐๐) aims to channel oil proceeds into renewable energy and forest protection, including a 165 ๐๐ ๐๐๐ฌ-๐ญ๐จ-๐๐ง๐๐ซ๐ ๐ฒ ๐ฉ๐ซ๐จ๐ฃ๐๐๐ญ to cut power costs by 50%. But that same project could lock in gas dependence and crowd out investment in renewables, which still make up under 7% of electricity generation.
๐ Guyanaโs challenge is not whether to drill โ that decision has already been made โ but ๐๐๐๐๐๐๐ ๐๐ ๐๐๐ ๐๐๐๐ ๐ ๐๐๐๐๐๐ ๐๐๐๐ ๐๐๐๐ ๐ ๐๐๐๐ ๐๐๐๐ ๐๐๐๐๐๐๐๐๐๐. For now, the country remains both a carbon sink and a rising oil power โ a paradox at the heart of todayโs global energy transition.
#EnergyTransitionAroundTheWorld #Guyana #OilAndGas #EnergyTransition #ClimateFinance #CarbonSink #Renewables #Decarbonisation #CCUS
๐ข๏ธ ๐๐ ๐๐ถ๐ด ๐ข๐ถ๐น ๐ฟ๐ฒ๐ฎ๐น๐น๐ ๐๐๐ฟ๐ป๐ถ๐ป๐ด ๐ด๐ฟ๐ฒ๐ฒ๐ป โ ๐ผ๐ฟ ๐ท๐๐๐ ๐ฑ๐ถ๐๐ฒ๐ฟ๐๐ถ๐ณ๐๐ถ๐ป๐ด?
For years, the worldโs largest oil companies have described themselves as โenergy firms in transition.โ But what does that look like in numbers?
๐ A new Nature Sustainability (@SpringerNature) study found that, between 2010 and 2023, renewables accounted for only around 2โ3% of the total capital expenditure of @bp_plc , @Shell , @TotalEnergies , @exxonmobil , and @Chevron โ a modest fraction of overall spending.
Even the most active players are still far from a real transition. TotalEnergies, which leads the group with about 14.6 GW of installed renewable capacity, generates only 1.6% of its total primary energy from renewables. @eni , BP, @TAQA , and Shell follow at around 4 GW each.
โ That doesnโt make these efforts meaningless: some of the world's largest wind, solar, and biofuel projects exist thanks to oil-industry engineering, logistics, and financing capacity. But the data suggest that this is a diversification, not a transformation โ at least for now.
And perhaps thatโs the real question:
How fast can an industry that still supplies around 85% of the worldโs energy reinvent itself โ without shaking the system it keeps running?
#EnergyTransition #OilAndGas #Renewables #Decarbonisation #EnergyMarkets #ClimateStrategy #Sustainability
Further Reading:
Article in Nature Sustainability: https://t.co/LTjMGzx65Z
Summary by CleanTechnica: https://t.co/7WTfcZ8LZ1
Summary by https://t.co/EDwCmHY3qK: https://t.co/obXXuARt7K
๐จ ๐๐ฎ๐ป ๐ฐ๐ฎ๐ฟ๐ฏ๐ผ๐ป ๐ฐ๐ฎ๐ฝ๐๐๐ฟ๐ฒ ๐ณ๐ถ๐ป๐ฎ๐น๐น๐ ๐บ๐ผ๐๐ฒ ๐ณ๐ฟ๐ผ๐บ ๐ฐ๐น๐ถ๐บ๐ฎ๐๐ฒ ๐๐ต๐ฒ๐ผ๐ฟ๐ ๐๐ผ ๐ฏ๐๐๐ถ๐ป๐ฒ๐๐ ๐ฟ๐ฒ๐ฎ๐น๐ถ๐๐?
When tech giants like @Google start investing in carbon capture, the message is clear: #CCUS has officially gone mainstream.
But beneath the headlines, the numbers still raise hard questions โ about cost, scalability, and credibility.
For years, CCUS was dismissed as too expensive, too small, or too slow. Now, with hundreds of projects in development worldwide and policy incentives stacking up, the question is no longer if CCUS will grow โ but how fast, and how far.
โ๏ธ Can it actually make a dent in industrial and power-sector emissions before 2030?
๐ฐ Are we creating a viable market or just another subsidy-driven experiment?
๐ And if companies like Google, ExxonMobil, and Aramco are all betting on capture โ are they chasing climate leadership, compliance, or a new carbon economy?
Join us for Power & Purpose LIVE jointly with the Worshipful Company of Fuellers @WCoFuellers: CCUS โ Between the Headlines, the Hopes and the Hard Numbers
๐๏ธ November 13, 16:00 CET
๐๏ธ with Ashutosh Shastri (Worshipful Company of Fuellers/ EnerStrat Consulting) and Mohamed Hassan (@Carbon_Direct), hosted by Tatiana Mitrova @mitrovat and Kruthika A. Bala (Worshipful Company of Fuellers)
๐Secure your spot - https://t.co/xDZ8Wd2hlg
Together, weโll separate the optimism from the evidence โ and explore whether CCUS can become not just a decarbonization tool but a cornerstone of the next energy economy.
#NEAH_Events #PowerAndPurpose #CCUS #CarbonCapture #EnergyTransition #CleanTech #Decarbonization #ClimateAction #CarbonManagement #GasInTransition
๐ธ๐ฆ Saudi Arabia wants to lead the low-carbon era โ without leaving the high-carbon one.
The worldโs largest oil exporter has pledged to reach net zero by 2060 and generate half of its electricity from renewables by 2030. Yet the kingdom is not decarbonising its economy โ itโs repositioning it.
1๏ธโฃ Renewables still contribute less than 1% of total generation, with solar projects like Sakaka and Sudair representing early steps rather than a systemic shift. The countryโs focus remains on hydrogen and carbon capture โ technologies designed to extend the life of hydrocarbons by lowering their carbon footprint.
Through the Jafurah gas field, @aramco 's #CCUS initiatives, and the @NEOM plant project, Saudi Arabia aims to become an exporter of โclean moleculesโ such as blue and green hydrogen. Yet much of this effort targets export markets, not domestic decarbonisation. The goal is to preserve market relevance in a low-carbon world, not to phase out oil.
At home, energy efficiency and subsidy reforms are progressing slowly, while demand from industry and a growing population continues to rise. Renewables and grid modernisation lag far behind consumption growth.
Internationally, Riyadhโs โcircular carbon economyโ reframes oil as part of the solution โ a narrative that keeps producers at the centre of global climate discussions.
๐ Saudi Arabiaโs approach is best understood not as an energy transition, but as an energy repositioning โ a bid to adapt global perceptions faster than domestic systems.
#EnergyTransitionAroundTheWorld #EnergyTransition #SaudiArabia #Hydrogen #CCUS #CleanEnergy #OilAndGas #Decarbonisation #Vision2030 #MiddleEastEnergy