Tobias Katzenvater

One company plans to supply more than 10% of Europe's grid-battery market from two plants in southern Italy. Eni broke ground on Monday on a lithium-iron-phosphate plant in Brindisi, inside a decommissioned petrochemical site. Europe's first battery wave collapsed with Northvolt, and the second is arriving with owners of a different kind, industrial groups converting sites they already hold. Paired with Seri Industrial's Teverola plant, the target is 16 GWh of cells a year by 2030. The second phase adds cathode production and recycling on the same site.

This month the Energy Secretary approved his third large solar farm in a fortnight, one of them on prime farmland across Nottinghamshire and Lincolnshire that his own inspectors told him to refuse. They walked the site. They said no. He signed it anyway. So here's the grand plan. Take some of the best food-growing soil in England, ground that has fed people for a thousand years, and bury it under glass panels shipped in from China to catch the famous Lincolnshire sunshine. In a country where the sun knocks off mid-afternoon for half the winter and turns up for roughly eleven per cent of the year, we are concreting over arable land to harvest photons that mostly aren't there. A British solar field spends most of its life doing an impression of a very expensive greenhouse with the plants missing. The panels tilt hopefully at a grey sky. The soil beneath them, some of the finest in the country, sits in the dark for forty years quietly learning to be a car park. And it doesn't come back. Not in your lifetime. They are making a permanent decision about a temporary energy fashion, on ground you cannot un-glass, against the written advice of the men they pay to give it, in the same fortnight the same government swears food security keeps it awake at night. Sunniest idea they've had all year.

Windkraftanlagen sind echte Job- und Industriemotoren! 🌬️⚙️ Von hochspezialisierten Motoren, Getrieben über Leistungselektronik bis hin zu modernster Sensortechnik: Sie stecken voller Schlüsselkomponenten, die Innovationen im Industriesektor vorantreiben.

Das Märchen vom Reichen Land. Ja. Für ein paar Wenige. Fuck Off, NEiDdEBaTTe! 🖕

Das geht raus an alle "AbER dEr DiE SYsTeMkoStEN"-Trollos da draußen. Ich hasse den Begriff "Systemkosten" eh schon, aber jetzt noch mal schwarz auf weiss zu sehen wie DÜMMLICH diese Diskussion ist. Liebe es. Und teile es deswegen sehr gerne!

Google discloses real electricity demand growth vs. Amazon is more limited on disclosures where Barclays had to infer the rest. PUE at both is very impressive (1.09 and 1.14) >Google: electricity use +37% y/y to 43+ TWh (2025), 97%+ from data centers, PUE flat at 1.09. Compute-per-kWh up 3x in 5 years (~25% CAGR). Barclays-derived capacity growth: ~55-60%/yr. 24/7 carbon-free energy fell to 65% from 66%; company cites 4-5yr PPA-to-delivered-power lag as the binding constraint. Water withdrawals +33% y/y to ~15bn gallons (~56bn liters); 72% in low-risk regions, 13% in high-risk. Replenished 8bn+ gallons (~64% of freshwater consumed), targeting 120% replenishment by 2030. >Amazon: no direct DC electricity disclosure. Barclays estimate: ~90 TWh (2025), backed into via water withdrawal (2.5bn gal) + WUE (0.12 L/kWh) + new PUE (1.14, down from 1.15) + assumed 70% utilization → implies ~13GW deployed IT capacity. Scope 2 market-based emissions +34% y/y to 3.7mm tons despite 100% annual renewable matching. No 24/7 CFE target. >> That 13GW figure is in the realm of ~10GW active (aterio)+ some GW leased. Source: Barclays, Analyst - William Thompson