New publication! In this new @intl_spectator article, @OberthuerSeb and I assessed the EU’s positioning in the geopolitics of shifting material interdependences under deep decarbonisation 1/
If you step back & weave the various bits together, the only thing that’s considered a sure investment bet in the US these days is AI & electricity to feed it. Which is oddly leading to lots of solar & batteries, because it’s the only thing you can order & install before ~2030 🤣
Pakistan’s LNG demand is evaporating
🇵🇰🚢
⚠️ Pakistan is asking Qatar to defer two shipments a month in 2026
📉 Power/gas consumption dropped after the government hiked prices to get IMF loans. Utilities also cut back on LNG use due to high costs
https://t.co/OdsX1OlBcP
@BergAslak I’d say ‘unrealistic’ rather than ‘substantial’. The U.S. isn’t going to have $250 billion worth of energy exports to put on the EU market as of next year.
@Phucvinh_ faut qnd même garder à l’esprit qu’on parle d’«énergie»,et que l’UE a importé environ 40 milliards en pétrole et produits pétroliers des États-Unis en 2024.Aux prix de 2024,il s’agirait d’acheter les mêmes quantités d’«énergie» qu’aujourd’hui pendant les 12 prochaines années…
The culture war has come for energy, and the US unbelievably may be about to not only end supporting wind and solar, but actively taxing it while demand for electricity is rising. The first thing this will clobber if it goes through is AI investment.
For now, the most bullish impact of the Israel-Iran war on the global oil supply and demand balances comes, ironically, from the **demand** side.
Without Israeli gas, Jordan and Egypt are burning more FO and diesel for power generation. Iraq may have to do the same if/when Iran stops gas/power flow.
what is a "growth-oriented voter"? is that an identity that anyone has? just like, committed to 'growth' in the abstract? growth of anything: GDP, fossil fuels, military weapons, affordable housing, clean energy... like these voters are happy as long as everything is increasing??
President Donald Trump is invoking emergency powers to boost the ability of the US to produce critical minerals — and potentially coal https://t.co/2YdfjgZtWF
Matthias Warnig, the former head of Nord Stream 2 AG, a one-time Stasi officer from East Germany, and a trusted ally of Vladimir Putin, is spearheading a plan to revive the Nord Stream 2 pipeline by drawing in American investors. According to the Financial Times, the White House sees this initiative as a potential lever in negotiations with Russia concerning the ongoing war in Ukraine. US officials view Warnig’s proposal as an opportunity to facilitate mediation efforts aimed at ending the conflict while simultaneously fostering stronger economic connections between the United States and Russia.
Big leap for sustainable industry in Europe!
In 2027, BASF Ludwigshafen will host world’s most powerful industrial heat pump.
🔋50 MWth capacity
⚡COP >3, 67%+ energy savings
🌿 100,000+ tons CO₂ cut/year
💨 Cleaner air, fewer nitrogen emissions
https://t.co/Jw93nKio4w
How disinformation about rare earths and Ukraine spreads.
Here, a @UN document talking complete BS. So many errors. Dubious sourcing. And, above all, complete lack of knowledge of basic chemistry.
https://t.co/gfF61GFkfG
Cobalt is one of those "critical minerals" that people talk about as being so crucial, so strategic... But the reality is the market is massively oversupplied: prices have plunged to a 20-year low, prompting a top producing nation to stop exports.
https://t.co/ctXtyfpY7h
@ulrichspeck perhaps only part of Team Trump, given that other parts of the team are laser-focused on preventing this by boosting the pro-Russia far right in Europe