natty

[Julien Jomaux @JomauxJulien]

I love the hydrogen ladder from @MLiebreich. If you do not know it, please have a look.

I think that besides the first line and probably steel + chem. feedstock, hydrogen will simply not be used (at least in my career and I am 35).

Let's discuss one: Long-term storage 🧵
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[International Energy Agency @IEA]

Energy transitions bring new risks to energy security

For example, clean technology & critical mineral supply chains are highly geographically concentrated

International partnerships are vital to diversify supplies & address potential vulnerabilities → https://t.co/z8HvDzY7hq

[Francesco Sassi @Frank_Stones]

🚨🇮🇳India's reliance on coal to power its growing economy is simply appaling.
The government has massively invested in mining, prioritising coal in power generation while securing electricity supply during peak consumption periods.
Environmental protection is not a priority.
🧵

[Francesco Sassi @Frank_Stones]

📯🇩🇰Denmark is the second country to abandon the investigation about the Nord Stream and Nord Stream 2 explosions, occurred in the Baltic Sea.
Only🇩🇪Germany remains with an open case and still investigating the sabotage.
The responsibility for the attacks is still unknown.
🧵

[Brad Setser @Brad_Setser]

"roughly 91% of the polysilicon for solar panels was produced in China"

"China makes more than 97% of the world's solar ingots and wafers. The U.S. makes none."

"China controls around 80% of the solar-cell market; the U.S. currently has no solar-cell manufacturers."

- WSJ

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[Francesco Sassi @Frank_Stones]

"Qatar produces 20% of the global LNG supply. It sent 14.9 million tonnes of LNG to Europe in 2023...
However, it became Italy’s most important LNG supplier, sending more shipments than the US, noted Francesco Sassi, Bologna-based RIE energy researcher."👇
https://t.co/ajYGpIOqmv

[Francesco Sassi @Frank_Stones]

🚨🇾🇪Yemen's Houthi rebels have launched the largest attack ever on commercial ships in the Red Sea.
Houthi defied a "final warning" from the🇺🇸US and allies about a possible retaliation of Western forces in Yemen.
Energy markets remained mute, but how long could this last?
🧵

[Francesco Sassi @Frank_Stones]

🚨⛏️🇨🇳China has decided to increase export controls on rare earth metals, oxide products, and crude oil imports🛢️
The move will further politicise global energy trade and make harder for the collective West, and the🇪🇺EU and🇺🇸USA above all, to manage the turbulences of markets
🧵

[International Energy Agency @IEA]

Energy transitions bring new risks to energy security

For example, clean technology & critical mineral supply chains are highly geographically concentrated

International partnerships are vital to diversify supplies & address potential vulnerabilities → https://t.co/B0fRIzAIoM

[International Energy Agency @IEA]

Investment flows are shifting the world towards a more electrified, renewables-rich energy system.

5 years ago, for $1 invested in fossil fuels, the same went to clean energy.

But today, for $1 invested in fossil fuels, $1.80 is going to clean energy → https://t.co/xyum3htwSB

[Jennifer Parker @JAParker29]

Keep an eye out for my piece in the @FinancialReview tomorrow 👇

Australia cannot stay silent on China’s bullying of the Philippines https://t.co/VXfcxY5Po2
@NSC_ANU @UNSWCanberra

[Francesco Sassi @Frank_Stones]

🚨🇨🇳The geopolitics of critical raw materials
🇨🇳China has imposed export controls on graphite, a material used in EV batteries as🇨🇳hits back at🇺🇸US-led restrictions on technology sales to🇨🇳companies in a tit-for-tat which recalls export restrictions towards germanium and gallium.

[International Energy Agency @IEA]

Record deployment of clean energy technologies like solar & EVs is driving unprecedented growth in the market for the minerals needed to produce them

The critical minerals market has doubled in size over the past 5 years, reaching $320 billion in 2022 👉 https://t.co/XjgjAzv3Ue

[IAEA - International Atomic Energy Agency ⚛️ @iaeaorg]

How can nuclear power help us fight #ClimateChange? That's what experts the international community will explore at next week's #Atoms4NetZero conference ahead of #CoP28.

🔗 Register and more info ↓

[The Payne Institute @payneinstitute]

Now may be a great time to get caught up on some reading, the @payneinstitute released our “State of Critical Minerals” report, which includes topics like: security, trade, workforce, and geopolitics.

#critical #minerals #workforce #trade #politics

https://t.co/CF5yQhro7z

[Prof. Michael Tanchum @michaeltanchum]

🇹🇷🇨🇳"Has Turkey Outfoxed China in Azerbaijan to become a rising Eurasian power?"

Yes, now even moreso in 2023👇

[RAND @RANDCorporation]

"The growing military capabilities of both South Korea and Japan … make a conversation about more integration unavoidable. With all three countries currently favoring closer trilateral ties, the timing seems right." https://t.co/MPlJ3TWdTC

[Prof. Michael Tanchum @michaeltanchum]

🇹🇷⚡️🇮🇱 Pres. Erdoğan say joint #turkey-#Israel energy projects to be conducted in the East Med.

⚡️Electricity interconnector would make a lot of sense

⚡️It could start as Gas-by-Wire and then transmit power from renewable sources from the #MENA region

🇹🇷🇮🇱 A Turkish firm already owns a stake in parts of Israel's power generation system

[Francesco Sassi @Frank_Stones]

📈Uranium prices have surged to their highest level in 12 years, since the☢️Fukushima's disaster. This underlines a global renaissance in nuclear power and supply concerns as utilities race to lock in the fuel.
In just a month, prices have jumped about 12% to $65.50 per pound