Niels Madsen

Copenhagen / Climate policy, economics, good food and biking. Day job - Sustainable Finance and Risk at Danske Bank

[Felix Hamer • electricfelix @electricfelix]

"By permanently destroying oil demand, each new EV reduces size of the inventory a gov needs to keep itself secure. China’s🔋powered cars & trucks are displacing in region of 1.8M barrels/day oil demand.

Spread over 90 days, that’s equivalent to total petroleum reserves of 🇩🇪"

[Andreas Steno Larsen @AndreasSteno]

Remember that the ECBs "mild scenario" included an 88 USDs a barrel assumption just last week

Might be the most tone-deaf central bank meeting post Covid. Hillariously bad

[Lauri Myllyvirta @laurimyllyvirta]

The coal "jump" that wasn't.

Complete data for May:
-total global coal imports +0.3% yoy
-thermal coal imports -7%!

March-May:
-total coal imports -2%
-thermal coal imports -6%

Met coal imports rose 7% in March-May, but that was just a partial reversal of an 8% drop in 2025.

[Assaad Razzouk @AssaadRazzouk]

"Since when were solar panels just another commodity? They are a technological miracle. They make us into farmers of the sun"

[Drivkraft Danmark @DrivkraftDK]

Det samlede danske olieforbrug er faldet med 5 % på blot et år. Olieforbrug dermed rekordlavt. Det viser tal fra Drivkraft Danmarks branchestatistik der udkommer i dag. Primær årsag: Danskerne har for alvor taget elbilen til sig. https://t.co/MzHVMozdNA #dkpol #dkgreen #dkbiz

[Tratnikismo @Tratnikstan]

Joao Almeida in February on Jonas skipping UAE Tour:

“I think normally Jonas and his team tend to exaggerate things a little. I think it’s normal to get sick or have a small crash, and I don’t think it has had a big impact on the preparation.” (FeltetDK)

Don't hide now

[Assaad Razzouk @AssaadRazzouk]

New IEA data: EV sales in emerging markets surge 80% in 2025
>India: EVs up 75% to record 2.3m EV units sold
>Indonesia: 125% increase
>Viet Nam: EVs hit staggering 40% share of new car sales
>Thailand: EV share of new sales hit 21%
>Latin America: Region saw 70% annual growth
>Mexico: Sales tripled
>Brazil: Sales up 40%
>Ecuador and Uruguay: Experienced massive jumps of 240% and 140%

The "EVs are only for rich countries and China" bullshit is officially over

[Fatih Birol @fbirol]

The new @IEA report shows the deployment of key energy technologies continuing to grow around the world

Together, the use of technologies such as solar PV, wind power and heat pumps now displaces natural gas demand equivalent to half of all annual LNG exports globally

[Noah Gordon @noah_gordon_]

It wasn't solar "overcapacity". It was constrained demand.

[sean mcguire @seanw_m]

it was a huge mistake to push sustainability as a moral prerogative in the US. we should have framed it as a resilience measure to guarantee energy independence. because it is!!!

[Niels Madsen @NielsME]

@Arpe_DK Interesting - thanks!

[Ira Joseph @ira_joseph]

Since January, China has cut LNG imports by 125 Mcm/d. Frame this drop against the loss of 285 Mcm/d of Qatari LNG production. China has erased 44% of the Qatari cut. Could they go lower? Depends on the economy and a thirst for some lucrative #LNG arbitrage. @ColumbiaUEnergy

[Nicolas Fulghum @nicolasfulghum]

Another massive battery storage record in California (CAISO) yesterday, March 29 🔋

At 7pm, batteries reached 12.3 GW of output, meeting 42.8% of demand!

And it's not just a short peak anymore. Batteries stayed above 20% of grid supply from 5.50pm to 9.35pm, almost four hours.

[Ilyas Dogru @ilyasdogru]

Hver femte bil i Danmark er nu en elbil 🚗🔌
Helt præcis kører der nu 583.320 elbiler på de danske veje
Udviklingen fortsætter, fordi elbilen i krisetider som disse igen fremstår som det økonomisk mest attraktive valg for langt flere, så 1 mio elbiler i 2028 er FDMs prognose 🚗🔌

[Niels Madsen @NielsME]

@leRaffl :D indeee. Awesome resource you have built - keep em coming.

[Niels Madsen @NielsME]

@TarpCPH Uden at jeg er uenig i hans pointer, hvilken reel forskning har Stiglitz lavet på området?

[Energy Institute @EnergyInstitute]

🌍#NewEnergyWorld

♨️Europe is outpacing China in #heatpump production, says @helloheatpumps,
with 80% assembled in the region. 2025 sales jump 11% to 2.63mn units – highlighting strong policy support and rising consumer confidence: https://t.co/KZgAqdnVdR

[Niels Madsen @NielsME]

Er der nogen, der fortæller Weekendavisen om elbiler?