Einar Kilde Evensen

Industry specialist renewable energy, corporate banking @DNB_Bank. Proud father of 👸🏼👸🏼👸🏼👸🏼. Opinions my own. Love all things 🇯🇵.

[Einar Kilde Evensen @einarke]

@aniruddh_mohan @NatBullard Very interesting Nat but how much is really known about the fine print in these deals, like under what circumstances must Meta provide these funds, does Meta have (free?) exit options if the plants’ first power is delayed, what prices are set per MWh? And more…

[Einar Kilde Evensen @einarke]

A bit of an apples-to-oranges comparison but still a very interesting perspective on the transportation of energy. Thank you to @IEA for providing this report with a lot of useful insights!

[Fatih Birol @fbirol]

The shift from fossil fuel imports to clean technology imports can improve the resilience of energy supply

A large container ship of solar panels can provide the means to produce as much electricity as the gas from over 50 large LNG tankers or the coal from over 100 large ships

[Einar Kilde Evensen @einarke]

@abrenna @JonasNoeland @DNV_Group @energidep @BjellandEriksen @OleAsbjoernNess @sindrewino @Sloseombudsmann @EWaerness @Kjusern1 @ellenviseth @jonasgahrstore @EliSather Helt enig der - jeg bare prøver å resonnere rundt hvorfor man har valgt å støtte visse bransjer (havvind, batterifabrikker mm) og (foreløpig) ikke andre.

[Einar Kilde Evensen @einarke]

@abrenna @JonasNoeland @DNV_Group @energidep @BjellandEriksen @OleAsbjoernNess @sindrewino @Sloseombudsmann @EWaerness @Kjusern1 @ellenviseth @jonasgahrstore @EliSather Det er ikke min misjon å forsvare dyr havvind men 1) strømprisen kan overraske opp (igjen), og 2) vedvarende subsidiering kan kompenseres gjennom skatt på sysselsetting i offshorebransjen? Større sjans for norsk industri å lykkes m eksport der enn KK hvor teten er tatt forlengst.

[Einar Kilde Evensen @einarke]

5) Realistic and comprehensive project schedules for deploying new nuclear in new countries like Norway, including steps like setting up a competent regulatory body and all licencing processes (site, technology, production, spent fuel storage etc). #nuclearsympo

[Einar Kilde Evensen @einarke]

Looking forward to this week's World Nuclear Symposium #nuclearsympo in London. Some of the topics I hope to learn more about, in light of intensifying energy transition discussions in Norway and elsewhere:
1) Understand this picture better (source @BloombergNEF):

[Einar Kilde Evensen @einarke]

4) Better understand the supply chains for critical nuclear components and the different uranium types including Haleu. Which #SMR require which fuels? What is the outlook for western players to break Tenex' hold on this market? (Source: @BloombergNEF, @bnefnuc) #nuclearsympo

[Einar Kilde Evensen @einarke]

@Anduril100 Akkurat som én vitenskapelig artikkel av uviss kvalitet bærer den hele og fulle sannhet. Virker som de ikke har med skogbranner i analysen, stemmer det?

[Einar Kilde Evensen @einarke]

@Anduril100 Ja kanskje, men en studie publisert i 2019 basert på tall fram til 2016 misser mye som har skjedd siste tiåret

[Einar Kilde Evensen @einarke]

@Anduril100 Posten du retweetet sa nettopp det i første setning.

[Einar Kilde Evensen @einarke]

@Anduril100 Det er ingen tvil om at alle komponentene bidrar her, som det står tydelig allerede i ingressen: «Natural disasters, inflation and population growth prove toxic mix for industry».

[Einar Kilde Evensen @einarke]

@Anduril100 https://t.co/83XAsHdCe8

[Einar Kilde Evensen @einarke]

@Anduril100 Ok. Det er jo en interessant sak. Men det er liten tvil om at både hyppighet og alvorlighet av klimarelaterte skader øker.

[Einar Kilde Evensen @einarke]

@AukeHoekstra Speaking of nuclear bubbles

https://t.co/UznL86BmOt

[Einar Kilde Evensen @einarke]

Nuclear power projects are binary: Success or humbling failure? Did you know that of all the world's 820 nuclear projects ever come to advanced construction, 92 have later been abandoned, at a cost some times of several $ billion? A 🧵
Also here: https://t.co/Avc5uBemCH

[Einar Kilde Evensen @einarke]

@ChulAamodt @abrenna @abjartnes @fornybaren @AndreasAasheim @Athornor Ping

[Einar Kilde Evensen @einarke]

Nuclear power projects are binary: Success or humbling failure? Did you know that of all the world's 820 nuclear projects ever come to advanced construction, 92 have later been abandoned, at a cost some times of several $ billion? A 🧵
Also here: https://t.co/Avc5uBemCH

[Einar Kilde Evensen @einarke]

In this short thread I glance at a handful of abandoned or failed #nuclear projects. Disclaimer: While I am NOT a nuclear expert, I think it is safe to say future project developers and financiers should read up diligently on the topic of what lies behind these failures.

[Einar Kilde Evensen @einarke]

@OskaArcher Absolutely. Two wrongs don’t make a right.