Will Mathis

Climate change and renewable energy reporter @business, fan of data. @newmarkjschool alum. RTs ≠ endorsements. Opinions my own. write me: [email protected]

[Will Mathis @MathisWilliam]

Spanish green power giant Iberdrola is now worth a record €100 billion as investors rush to the safety of its regulated power grids business after Trump announced tariffs.

Iberdrola is now worth nearly $30 billion more than British oil giant BP.

[Will Mathis @MathisWilliam]

@RichardOllingtn This is not new or a narrative shift. The exact language in that screenshot was first published in 2019. The page was updated recently though, which is probably why you thought it was new. You can see the original from 2019 on the Wayback Machine:
https://t.co/621KMOBsQx

[Shoko Oda @shoko_oda]

👀🌬️BP and Japan's biggest power producer Jera will merge their offshore wind businesses as the British oil major seeks to cut its exposure to the troubled green power sector. With @MathisWilliam and @MitchellFerman

https://t.co/NCf7QkOHX4

[Aubrey Belford @AubreyBelford]

The recent hit piece against @OCCRP does not deserve any oxygen. Our work is editorially independent. The fact we are funded in significant (but not exclusive) part by US grants is something we’ve always been open about. It’s right there on our website: https://t.co/EC3H57q6IQ

[Lauri Myllyvirta @laurimyllyvirta]

Yet, if all the mileage driven by EVs was driven using gasoline instead, China's gasoline demand would have been 14% higher this year, and total oil demand about 3% higher. The increase in EVs will have shaved about 5%-points off gasoline demand growth.

[Will Mathis @MathisWilliam]

Donald Trump nominated Chris Wright, who runs a Colorado-based oil and natural gas fracking services company, to lead the Energy Department.

But he's not just in fossil fuels. He's also on the board of SMR company Oklo and backed geothermal company Fervo
https://t.co/GOZrQdxdtF

[Will Mathis @MathisWilliam]

Soaring wind power generation will keep electricity prices in check, even as freezing temperatures and snow grip northwest Europe over the coming week.

While there are periods when the wind doesn't blow, it tends to be quite windy in winter
https://t.co/kZzrmw3yl5 via @markets

[Will Mathis @MathisWilliam]

The CEO of one of the biggest power companies in the US says AI-driven demand growth makes it harder to cut CO2:

"Anything that’s driving demand is going to make it harder to retire existing fossil units. That’s just sort of basic physics.” https://t.co/78AlsKnfMK via @climate

[Will Mathis @MathisWilliam]

German energy company RWE has decided to buy back as much as €1.5 billion of shares as Trump's election puts US renewable power investment in jeopardy https://t.co/blHwqf7Juf

[Will Mathis @MathisWilliam]

"We think the IRA makes sense”
-ExxonMobil CEO Darren Woods

[Akshat Rathi @AkshatRathi]

An Exxon CEO walked into a climate conference... and he had things to say https://t.co/8ybZsFVbWl

Story with @jendlouhyhc:

[Akshat Rathi @AkshatRathi]

An Exxon CEO walked into a climate conference... and he had things to say https://t.co/8ybZsFVbWl

Story with @jendlouhyhc:

[Arvind P. Ravikumar @arvindpawan1]

🚨We have a new study that I believe truly pushes the boundary of supply chain #carbon #accounting: we developed an LNG lifecycle assessment model that tracked how gas moves from a well to an export terminal by analyzing gas transactions. #LCA #LNG

[Will Mathis @MathisWilliam]

https://t.co/UqDXsz3NIi

[Will Mathis @MathisWilliam]

Green energy stocks are plunging with Donald Trump poised to win a second term. In his platform, Trump vowed to boost oil and gas and terminate the "Socialist Green New Deal."

But don't forget, his first term was pretty good for renewables
https://t.co/Jsqw7CNHL3 via @climate

[Will Mathis @MathisWilliam]

With today's Trump-driven plunge for renewable energy stocks, Danish wind turbine maker Vestas has now fallen by 50% this year, erasing some $16.5 billion of shareholder value

[Will Mathis @MathisWilliam]

https://t.co/UqDXsz3NIi

[Will Mathis @MathisWilliam]

Green energy stocks are plunging with Donald Trump poised to win a second term. In his platform, Trump vowed to boost oil and gas and terminate the "Socialist Green New Deal."

But don't forget, his first term was pretty good for renewables
https://t.co/Jsqw7CNHL3 via @climate

[Will Mathis @MathisWilliam]

Green energy stocks are plunging with Donald Trump poised to win a second term. In his platform, Trump vowed to boost oil and gas and terminate the "Socialist Green New Deal."

But don't forget, his first term was pretty good for renewables
https://t.co/Jsqw7CNHL3 via @climate

[Will Mathis @MathisWilliam]

@JonathanWaxman1 @neso Thanks very much Jonathan. Just fyi the system operator is @neso_energy. The one you linked to is some random crypto account! I reckon lots of people tagging them today :-)

[Will Mathis @MathisWilliam]

Today @neso_energy sent their recommendations to the government and @StarkClimate on how to achieve clean power in the UK by 2030.

I think NESO's @ClaireDykta, summed it up best:
"A clean power system can be achieved by 2030, but it is a Herculean effort”

[Will Mathis @MathisWilliam]

And if you want to learn more about locational pricing, the most divisive debate in the UK's energy industry for years, read this story too:
https://t.co/BNqzDb8QZD

[Will Mathis @MathisWilliam]

Read more about the NESO report with my story here:
https://t.co/n39aZj0xmW