Jeff Berman

#EnergyMarkets and #CarbonMarkets Analyst, #ClimatePolicy Specialist. Views are my own; retweets are not endorsements.

[Jeff Berman @jeffreydberman]

@ira_joseph And you look great for your age, Ira!

[Jeff Berman @jeffreydberman]

@ira_joseph Your reply is why I’m not particularly convinced about the climate benefits of e-bikes. I think they are more likely to displace analog bikes, walking, or public transit use, but not driving. But I welcome a study to prove me wrong.

[Jeff Berman @jeffreydberman]

Elizabeth Windsor, whose life story served as the basis for the hit Netflix series "The Crown," passes away at 96.

[Jeff Berman @jeffreydberman]

@MikeSzaboCP @Raptors @BlueJays This calls for a molson ice

[Jeff Berman @jeffreydberman]

#DeLorean is the warranty voided if I retrofit with a Mr Fusion?

[Jeff Berman @jeffreydberman]

But can the battery handle 1.21 GW???
#EV

DeLorean previews 'back to the future' EV https://t.co/TIpkuoFYTN via @EENewsUpdates

[Jeff Berman @jeffreydberman]

@JesseJenkins @jacob_mays @JesseJenkins @jacob_mays Good read! From this work, do you have any thoughts on how price vol, lower wholesale prices, might impact the profitability of nuclear?

[Jeff Berman @jeffreydberman]

@KevinDietsch @thecapitolfox Didn’t realize that you shifted over to the fox beat. Congratulations!

[Jeff Berman @jeffreydberman]

@fucking_gasvols @bnetza:

[Jeff Berman @jeffreydberman]

@CarbonPulse @CarbonPulse It sounds as if you are expecting Baltimore to become the new capital of NFT/offset market??

[Jeff Berman @jeffreydberman]

@ira_joseph Not demand side per se, but I would happily exchange new pipe & lng export capacity for zero methane leaks or flaring. Throwing away perfectly fine gas in a tight market (w/ ghg implications) is beyond me.

[Jeff Berman @jeffreydberman]

@ira_joseph Can I see the full energy analyst coaching tree at some point? I bet there’s some interesting trends.

[Rapidan Energy Group @RapidanEnergy]

@RapidanEnergy's Energy Transition Analysis Service Director @jeffreydberman in @CarbonPulse (paywalled) on next week's wake-up call for EU emissions markets and policymakers.

https://t.co/TvYZX6JbLZ

[Jeff Berman @jeffreydberman]

(And reducing congestion in PJM is a great side effect…)

[Jeff Berman @jeffreydberman]

Me: Energy independence is a white whale.
Also me: Energy independence one roof at a time baybee!!!
Announcing the latest family arrival, of the latest and greatest in US-sourced PV technology.
#solar #energytwitter

[Jeff Berman @jeffreydberman]

He highlights an excellent point, that after all this time we still default to thinking of gas and coal in generation terms, but solar and wind in capacity terms. As storage grows, payback periods start to end…expect more focus on that $0/MWh renewable gen estimate

[I'm @Ketanjoshi.co on Bluesky @KetanJ0]

I've been tracking the price of sunlight and wind throughout the pandemic, war and supply shocks

Latest update - the price has spiked dramatically to $0, up from its previous high of $0 last month but significantly down from the 5 year maximum of a whopping $0 in early 2021.

[Jeff Berman @jeffreydberman]

A key difference between #carbon and other commodities: yes, fundamentals, net short/long, cost curves matter. But #EUA prices still reflect how much people care about a specific policy (i.e., climate) in any day, week, month. In a time of war -- maybe not so much. #OCTT

[Joanna Pandera @jmpandera]

Carbon price drop sharply.
#CO2

[Jeff Berman @jeffreydberman]

In 15 years, every single Ukrainian town is going to have a Ploshad Zelenskovo.

[Jeff Berman @jeffreydberman]

How can coal-gas switching set #EUA prices when the gas comes with a humanitarian premium?

How can you be sure an Article29a intervention won't happen when consumer wallets are already hurting and will certainly hurt more?

These are the questions for 2022. #OCTT

[Jeff Berman @jeffreydberman]

EU climate policy is based on:
- a degree of geopolitical stability
- access to nat gas, at least in the near-term.

The former has been upended; the latter now has massive strings attached.

Throw all prior #EUETS policy and price views out the window for now. #OCTT