Joost Nieuwenhuis

🏳️‍🌈 Ingenieur, HTS Elektrische Energietechniek en Technische Bedrijfskunde, BSc Environmental Science 🇪🇺🇳🇴🇮🇸🇱🇮🇨🇭🇬🇧🇨🇦🇦🇺🇳🇿🇯🇵🇰🇷

[Joost Nieuwenhuis @joost37]

@BrinkHan @BM_Visser Er is 1 miljard beschikbaar. Zou het genoeg zijn?

[Ministerie van Economische Zaken en Klimaat @Ministerie_EZK]

Daarom moet dit jaar extra worden gevuld. Energie Beheer Nederland (EBN) heeft de opdracht gekregen om de gasopslagen voor een groot deel te vullen. Hiervoor is maximaal 1 miljard euro beschikbaar.

(2/3)

[IWR Online @IWR_News]

Enova nimmt größtes Repowering der Unternehmensgeschichte in Betrieb - 14 Altanlagen aus dem Jahr 2002 mit knapp 26 MW werden durch 9 Anlagen mit 65 MW Leistung ersetzt.👇
https://t.co/DXrAaZooNl

[Chris Meder @EVCurveFuturist]

The Primary Energy Fallacy unlocks dozens of energy myths. Stop counting waste heat as useful: fossil fuel density shrinks, RE capacity factors matter less, & replacing all primary energy collapses. It's about replacing useful work—not all energy—while eliminating waste. #SWB

Consider a few examples:

• Energy density. Coal, oil and gas contain enormous chemical energy, but much of it never becomes useful work. Internal combustion engines, boilers and thermal power stations typically waste 60-70% as heat.

• Capacity factors. A solar farm operating at 25% capacity factor can still outperform a higher-capacity-factor fossil plant economically if it delivers cheaper electricity and displaces expensive fuel.

• Global energy demand. We do not need to replace every joule of today's fossil fuel consumption. A large share is simply thermal losses that disappear when transport, heating and industry electrify.

• Primary energy charts. These count heat released from combustion as energy consumed, inflating the apparent contribution of fossil fuels. Solar, wind and hydro receive no equivalent credit for the sunlight, wind or water flowing through them.

• Electrification. EVs, heat pumps and electric industrial processes are dramatically more efficient than combustion alternatives, which is why many credible scenarios see primary energy demand falling even as living standards rise.

Once you understand the distinction between useful work and wasted heat, many familiar objections to renewables start looking a lot less convincing.

[Martien Visser @BM_Visser]

Het wil niet vlotten met het NL gasopslagvolume. De rest van de EU en (bijvoorbeeld) DE gaan sneller.

NL begon op zeer laag niveau tov. anderen vanwege de afspraak tussen de NL overheid en Shell/Exxon dat GasTerra haar gehuurde gasopslagen leeg zou opleveren.
#grafiekvandedag

[Joost Nieuwenhuis @joost37]

Tuinman verlaat BBB na onvrede over koers en leiderschap /via @NOS https://t.co/crx6QEl5T2

[Joost Nieuwenhuis @joost37]

@BM_Visser Het antwoord kwam een uur geleden.

[Ministerie van Economische Zaken en Klimaat @Ministerie_EZK]

Ieder jaar wordt een wintervoorraad aangelegd voor het extra gebruik van gas. Van 1 april tot 1 oktober worden deze aangevuld. Dit jaar zijn de voorraden lager dan gebruikelijk. Een belangrijke reden is dat GasTerra is gestopt en die opslagen leeg zijn opgeleverd.

(1/3)

[Joost Nieuwenhuis @joost37]

@BM_Visser EBN krijgt $ 1,2 miljard extra van het rijk om de gasopslagen te vullen?

[Sohbet Karbuz @sohbetkarbuz]

Netherlands has approved a subsidy of as much as $1.2 bn for state-owned company EBN to bolster the country’s depleted gas reserves.

The costs incurred by EBN for storing gas in the storage facilities will ultimately be passed on to Dutch gas consumers😐

https://t.co/uejbOik8PN

[Ministerie van Economische Zaken en Klimaat @Ministerie_EZK]

Ieder jaar wordt een wintervoorraad aangelegd voor het extra gebruik van gas. Van 1 april tot 1 oktober worden deze aangevuld. Dit jaar zijn de voorraden lager dan gebruikelijk. Een belangrijke reden is dat GasTerra is gestopt en die opslagen leeg zijn opgeleverd.

(1/3)

[Jack Prandelli @jackprandelli]

🚨Private data center construction just crossed public transportation infrastructure.

$50 billion.

It took roads and bridges 20 years.

Data centers did it in 2.

$50 billion in construction per year needs electrons.

The grid took the same 20 years to build its current capacity.

It cannot absorb a vertical demand curve on a 2 year timeline.

Grid interconnects: 5-7 year queue.

Data center construction: vertical.

That gap is where the private gas turbine market lives.

Hyperscalers aren't waiting for the grid.

They're building behind the meter mobile turbines on site in 12-18 months.

The binding constraint isn't capital.

It is gas & It's turbines.

Full analysis in my latest article👇

[Martien Visser @BM_Visser]

In mei 2026 kwam er 2 miljard m3 gas in de vorm van LNG naar Nederland.
Dat was bijna 350 miljoen m3 minder dan in mei 2025, evenveel als het jaarverbruik van de stad Utrecht.
#grafiekvandedag

[POLITICOEurope @POLITICOEurope]

The European Commission will give EU countries suffering from the ongoing energy crisis more fiscal breathing space by exempting some green investments from its rules for public spending, three EU diplomats with knowledge of plans told POLITICO.
https://t.co/Oz2H2qzCxf

[Joost Nieuwenhuis @joost37]

@VVD @AlishaMuller Geldt hetzelfde voor de chemische industrie?

[Jack Prandelli @jackprandelli]

The Middle East crisis accidentally rescued Ineos's bond prices.

⚠️It didn't fix the €18 billion problem.

Ineos enters 2026 with €18bn in group debt.
€5bn of bonds were at distressed levels at year end.
A $593m pre-tax loss in 2025.
Dividend skipped for the second year running.
Then Hormuz closed.

Around 80% of Ineos's chemicals earnings are linked to the US, where feedstock costs stayed stable.
When naphtha-based Middle East producers got squeezed, US ethane crackers like Ineos's gained a margin advantage.

Bonds climbed out of distressed territory in March.
The Iran war bought Ineos time it didn't have.

But the same crisis cuts both ways.

Project One in Belgium rerouted around the Cape of Good Hope: €30m+ in extra costs.
Higher crude raises Ineos's own energy bills.
European chemicals were already structurally challenged before the war.

The margin tailwind and the cost headwind are running simultaneously.

The first major bond maturity lands in roughly a year. That's the real test.

State support helps £75m UK guarantees for Grangemouth, €300m French grant near Marseille. Asset sales are underway.
But none of that restructures €18 billion.

The war is a reprieve.
Not a rescue.

[Jack Prandelli @jackprandelli]

The Middle East crisis accidentally rescued Ineos's bond prices.

⚠️It didn't fix the €18 billion problem.

Ineos enters 2026 with €18bn in group debt.
€5bn of bonds were at distressed levels at year end.
A $593m pre-tax loss in 2025.
Dividend skipped for the second year running.
Then Hormuz closed.

Around 80% of Ineos's chemicals earnings are linked to the US, where feedstock costs stayed stable.
When naphtha-based Middle East producers got squeezed, US ethane crackers like Ineos's gained a margin advantage.

Bonds climbed out of distressed territory in March.
The Iran war bought Ineos time it didn't have.

But the same crisis cuts both ways.

Project One in Belgium rerouted around the Cape of Good Hope: €30m+ in extra costs.
Higher crude raises Ineos's own energy bills.
European chemicals were already structurally challenged before the war.

The margin tailwind and the cost headwind are running simultaneously.

The first major bond maturity lands in roughly a year. That's the real test.

State support helps £75m UK guarantees for Grangemouth, €300m French grant near Marseille. Asset sales are underway.
But none of that restructures €18 billion.

The war is a reprieve.
Not a rescue.

[Jan Rosenow @janrosenow]

The worst heat pump is more efficient than the best gas boiler.

A gas boiler turns one unit of energy into less than one unit of heat.

A heat pump delivers 3 to 4 units of heat for every unit of input.

More in future Substack long read. Sign up here: https://t.co/In5lBaF2ox

[Sohbet Karbuz @sohbetkarbuz]

Netherlands has approved a subsidy of as much as $1.2 bn for state-owned company EBN to bolster the country’s depleted gas reserves.

The costs incurred by EBN for storing gas in the storage facilities will ultimately be passed on to Dutch gas consumers😐

https://t.co/uejbOik8PN

[IWR Online @IWR_News]

Wärmepumpen-Finanzierung ohne Bank: Energieversorger Vattenfall startet Finanzierungslösung für PV-Anlagen und Wärmepumpen 👇https://t.co/jDlvMLeROk

[Ira Joseph @ira_joseph]

If upcoming European storage injections continue at their April/May pace relative vs. the 5-year average, storage will be only 68% full by end Oct. That's the lowest end Oct. number since 2012. Overall demand is also lower, but peak demand remains a serious risk. @ColumbiaUEnergy

[Ira Joseph @ira_joseph]

Excellent chart and one that highlights the upcoming threat to Europe in its need to increase storage injections over the next few months. It serves LNG sellers to push more to Asia now as the price is higher. Plus it will lift European prices for next winter. @ColumbiaUEnergy

[dr. Marina @mmeeuw]

Voor als u zich afvraagt wat het fascistisch gehalte van Forum is: #FVD lieden Baudet, de Vos, Etalle zaten op de eerste rij bij het fascisten feestje, zo kon Lidewij een blik van verstandhouding delen met voormalig ICE-commandant Bovino...

[John Raymond Hanger  @johnrhanger]

Good morning with good news: The cost of adding 1 GW of solar fell from $3 billion in 2015 to $0.7 billion in 2025 reports the IEA!

The 80% fall in capital cost required to add 1 GW of solar led to a near ten-fold rise in annual capacity additions!
https://t.co/tEBeU7wH03