Marco Giuli

Project Lead @AgoraIndustrie, Phd. Energy and industrial transitions in Europe. Views are mine, RT not endorsements.

[Marco Giuli @MarcoGiuli]

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/

[Adi Imsirovic @AdiSurreyEnergy]

Spain is a role model in weathering Iranian oil shocks https://t.co/3LyOek5IrD

[Marco Giuli @MarcoGiuli]

@APHClarkson Also, a somehow unsurprising admission that their grasp of Europe’s mood and predicament is largely assembled from reply threads.

[Marco Giuli @MarcoGiuli]

@ENERGY @SecretaryWright By when?

[Chris Bataille @bataille_chris]

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 🤣

[Stephen Stapczynski @SStapczynski]

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

[Marco Giuli @MarcoGiuli]

@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.

[Marco Giuli @MarcoGiuli]

@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…

[Chris Bataille @bataille_chris]

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.

[Javier Blas @JavierBlas]

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.

[Thea Riofrancos @triofrancos]

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??

[Marco Giuli @MarcoGiuli]

I am having troubles understanding the emergency part

[Bloomberg @business]

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

[Marco Giuli @MarcoGiuli]

I struggle to see how this aligns with Trump's obsession with selling more US LNG to the EU.

[Aleksandar Djokic (Александар Джокич) @polidemitolog]

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.

[Jan Rosenow @janrosenow]

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

[Javier Blas @JavierBlas]

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

[Marco Giuli @MarcoGiuli]

@BelpietroTweet Se applicassimo il suo ragionamento all'Italia, ne conseguirebbe che Fdi dovrebbe coalizzarsi col pd invece che con la lega.

[Javier Blas @JavierBlas]

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

[Marco Giuli @MarcoGiuli]

@SissiBellomo USNOC is coming!

[Marco Giuli @MarcoGiuli]

Are they going to jointly take over Greenland? https://t.co/2E5YIuxTKW

[Marco Giuli @MarcoGiuli]

@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

[Nicolas Goldberg @GoldbergNic]

Ce qui les a attirés dans cette Espagne désertique ? « L'accès aux énergies vertes, à des tarifs compétitifs »

CQFD https://t.co/q8mj2dMPT5