Simon Nicholas

Energy finance analyst at IEEFA following the energy technology transition. Views are my own.

[Simon Nicholas @simonjnicholas]

Our new report finds that carbon capture utilisation and storage (CCUS) looks unlikely to play a major role in decarbonising the global steel sector, despite support for the technology at COP28.

#steel #coal #energytransition #CCUS #CCS #carboncapture
https://t.co/LAWniWndZX

[Simon Nicholas @simonjnicholas]

As the market for its lower-grade ore goes into permanent decline, Australia must choose: shift attention to its higher-quality reserves; or let overseas competitors dominate the growing high-grade market.
#ironore #ausbiz #mining
https://t.co/qm82igVSDW

[Simon Nicholas @simonjnicholas]

WA faces challenger South Australia in race for green steel jobs

#ironore #iron #greeniron #mining #ausbiz #GreenHydrogen
https://t.co/BVVNRSpIF5

[Simon Nicholas @simonjnicholas]

Multiple long-term threats to Australia’s biggest export are now growing.

It’s time Australia made a long-term iron ore plan.

#iron #ironore #energytransition #China #mining #ausbiz #steel #Investing
https://t.co/qJjz3Hstca

[Simon Nicholas @simonjnicholas]

Sellafield nuclear waste site pleads guilty to criminal charges over cybersecurity failings

UK nuclear site pleads guilty to IT security breaches from 2019 to 2023

#nuclear #nuclearpower #auspol #ausbiz
https://t.co/i8fOPh8o2O

[Simon Nicholas @simonjnicholas]

UK’s nuclear plant will cost nearly three times what was estimated

Initially due to be operational in 2017 and to cost about A$35 billion, it is now not expected to open before 2031 and will cost about A$90 billion

#nuclear #nuclearpower #ausbiz #Auspol
https://t.co/w2VkB5vZDD

[Simon Nicholas @simonjnicholas]

Glencore’s coal spin-off plan: Responsible investors are right to be concerned

#coal #glencore #mining #investing
https://t.co/MI6WVJxuO0

[Simon Nicholas @simonjnicholas]

J-Power - Japan's second-biggest coal-fired power generator - may close up to five coal power plants by fiscal 2030.

Japan is Australia's largest thermal coal export destination by far.

#coal #Japan #ausbiz #investing #energytransition
https://t.co/wuZGv8Uqsp

[Simon Nicholas @simonjnicholas]

BHP’s Carbon-heavy Bid for Anglo-American

#coal #BHP #EnergyTransition #steel #ccswipe
https://t.co/v73MJButWS

[Simon Nicholas @simonjnicholas]

Met coal’s biggest exporter wants to get even bigger

#coal #BHP #energytransition #steel #investing #mining
https://t.co/amvFPJ5yAp

[Simon Nicholas @simonjnicholas]

Another carbon capture and storage project falls over.

#carboncapture #CCS #CCUS #fossilfuels #energytransition #investing

https://t.co/LfQWEFPvmY

[Simon Nicholas @simonjnicholas]

SIMON NICHOLAS: Africa’s LNG projects threatened by global wave of new capacity https://t.co/yvlzUwQNjI via @BusinessLiveSA #LNG #Mozambique #Tanzania #energytransition #Africa

[Simon Nicholas @simonjnicholas]

BHP weighs potential takeover of Anglo American

#mining #investing #coal #ironore #ausbiz
https://t.co/bRooa385ui

[Simon Nicholas @simonjnicholas]

Carbon capture will not play major role in steel decarbonisation, report says

#steel #coal #CCUS #CCS #carboncapture
https://t.co/R4WB9GB64Q(,in%20a%20report%20on%20Wednesday.

[Simon Nicholas @simonjnicholas]

Our new report finds that carbon capture utilisation and storage (CCUS) looks unlikely to play a major role in decarbonising the global steel sector, despite support for the technology at COP28.

#steel #coal #energytransition #CCUS #CCS #carboncapture
https://t.co/LAWniWndZX

[SteelTimesInt @SteelTimesInt]

The March issue ST International is out now!

This issue includes features on the technology transition from @ieefa_institute, global decarbonization from @MightyEarthWA, and 20 questions with Rob Woodings, CEO of Woodings Inc.

Read here: https://t.co/M2XoFRjIe6

[Simon Nicholas @simonjnicholas]

Japan's power sector is accelerating the phasing out of inefficient coal-fired plants to help reduce the country's greenhouse gas emissions.

#coal #ausbiz #EnergyTransition
https://t.co/QQyTy7j9rR

[Simon Nicholas @simonjnicholas]

Don’t believe the spin: New Australian government forecasts show that risks for metallurgical coal’s outlook are mounting on the downside.

https://t.co/r1WSI5v766 #coal #steel #energytransition #ausbiz

[Simon Nicholas @simonjnicholas]

Glencore abandons coal production cap as another climate pledge fails https://t.co/zUMgRLwU2D #Glencore #coal

[Simon Nicholas @simonjnicholas]

China, decarbonisation present Australia's iron ore miners with costly choices https://t.co/liepqb2gwW #ausbiz #ironore #steel #coal #EnergyTransition

[Simon Nicholas @simonjnicholas]

How the European steel industry is going green

#steel #EnergyTransition #coal
https://t.co/h9fVrv8gvy