Maël Sonna

Energy Enthusiast | Dr. Eng PMP ®

[Maël Sonna @maelsonna]

@VoronoiApp Indonesia's coal growth isn't utility demand, it's captive plants built by nickel smelters, exploiting a loophole in the 2022 coal moratorium. 17% of that nickel reaches EV batteries, most goes to stainless steel.

[Maël Sonna @maelsonna]

@maximsagot Super ! Belle avancée pour la filière, les travaux préparatoires démarrent à Gravelines, dans la continuité de Penly. Prochaine étape clé, la décision finale d'investissement pour l'ensemble du programme EPR2, attendue d'ici fin 2026. Rythme de chantier inédit depuis Flamanville.

[Maël Sonna @maelsonna]

@MarioNawfal NSR is still tiny (3.2M tonnes in 2025 vs ~1bn via Suez), so no near-term threat to Egypt or Djibouti. But if this scales by 2030, it doesn't just squeeze Suez, it also affects the Cape of Good Hope reroute that's been a windfall for South African ports since the Red Sea crisis.

[Maël Sonna @maelsonna]

@akech_andrew Great one there

[Maël Sonna @maelsonna]

@issoufoud94 @AhmadouAtafa Pareil, no idea. Le CIRDI n'impose pas de délai fixe. La suspension est prolongeable indéfiniment par accord mutuel. Depuis mars 2026, pas de communiqué GoviEx confirmant une nouvelle extension. Mais l'attribution à MAMICO suggère que les négociations n'ont pas abouti.

[Maël Sonna @maelsonna]

@MativoMJohn @Tanescoyetu Cheers ! JNHS is a genuinely rare model with sovereign balance sheet + South-South EPC partnership, no multilateral gatekeeping.

[Dr. Eng. John Mativo CP³P @MativoMJohn]

The moment at 11.31pm last night when our neighbors connected their 2135MW Julius Nyerere Hydropower Station to the rest of their grid.

Kenya national grid is connected to Tanzania through a synchronized AC system.

Congratulations @Tanescoyetu
#EastAfricaPowerPool

[Maël Sonna @maelsonna]

@RobinRivaton This was also the World Bank's original financing offer, declined over environmental review disputes.

Tanzania self-funded it anyway 💪🏾
A genuinely rare model with sovereign balance sheet + South-South EPC partnership, no multilateral gatekeeping.

[Maël Sonna @maelsonna]

@jm493_au @ember_energy @Ember On the right of « China (total) » there’s « provinces and regions » you can click on it and select a province in the drop down

[Maël Sonna @maelsonna]

@ErikSolheim Denmark's generation is ~74% wind+solar. But it also imports ~70% of consumption and exports ~62% of output, not from scarcity, but because it trades wind surplus for Norwegian/Swedish hydro or Germany’s instead of building its storage. So what's in the socket depends on the hour

[Maël Sonna @maelsonna]

@ErikSolheim Real progress, inspiring model but not a copy-paste for countries without hydro-rich neighbours.

[Maël Sonna @maelsonna]

@jm493_au @ember_energy @Ember It’s for Beijing

[Maël Sonna @maelsonna]

@NatBullard AI infrastructure needs firm load amidst increasing wind & solar

[Maël Sonna @maelsonna]

@MagellanQuest And France will become even more attractive with the next fleet of EPR2, with the first planned for production in 2038

[Maël Sonna @maelsonna]

@jm493_au @ember_energy @Ember Thanks John that’s true.
I missed to precise for Beijing ! 👌🏾
In Beijing coal drastically reduced while gas has significantly increase since 2013.

[Maël Sonna @maelsonna]

#WattMatters #Nigeria #EnergyInfrastructure #EnergyInvestment #OilAndGas #Deepwater #EnergySecurity #EnergyEconomics #AfricaEnergy

[Maël Sonna @maelsonna]

🇳🇬 Nigeria is betting that clearer fiscal rules can bring deepwater capital back.

A new 2026 framework offers production tax credits and revised PSC economics for qualifying greenfield projects, targeting up to $50B.

But $50B isn't committed.

Watch the FIDs: Bonga SW, Zabazaba

[Maël Sonna @maelsonna]

@marcosagusstinn The lesson isn’t simply “reverse trade”. It’s to identify which dependencies become vulnerabilities and rebuild leverage there.

[Maël Sonna @maelsonna]

@marcosagusstinn The asymmetry is real. But calling it an “assault” misses half the story.
China deliberately reduced strategic dependencies. Europe simultaneously optimized for cost and efficiency, allowing critical supply chains to concentrate abroad.