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@nattyvanilla

Katılım Mayıs 2010
71 Takip Edilen23 Takipçiler
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Julien Jomaux
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 🧵 1/8
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International Energy Agency
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 → iea.li/49gDgCo
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Francesco Sassi
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 tweet media
Francesco Sassi@Frank_Stones

🚨🇮🇳India will start operating close to 14 GW of new coal power plants in 2024, the most since 2018. India has been affected by shortages of gas and electricity several times in the last years. Modi's government is prioritising energy security, and coal, over climate concerns 🧵

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Francesco Sassi
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. 🧵
Francesco Sassi tweet media
Francesco Sassi@Frank_Stones

📯🇸🇪Sweden's authorities close the investigation concerning the sabotage of the Nord Stream. Now it will be up to🇩🇪German &🇩🇰Danish authorities to continue the investigation and explain how such a critical infrastructure for the EU energy security blew up a year and a half ago 🧵

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Brad Setser
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 1/2
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Francesco Sassi
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."👇 agbi.com/articles/italy…
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Francesco Sassi
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 tweet media
Francesco Sassi@Frank_Stones

🚨The escalation in the Middle East continues. 🇮🇱Israel is fighting on six different theatres. The War against Hamas has become a regional conflict, stretching from the Red Sea, to Iraqi Kurdistan. All vital regions for energy production and trade. 🧵

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Francesco Sassi
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 🧵
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International Energy Agency
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 → iea.li/47ffNRr
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International Energy Agency
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 → iea.li/3s9MXTO
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Francesco Sassi
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.
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International Energy Agency
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 👉 iea.li/3PXpA7W
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Prof. Michael Tanchum
Prof. Michael Tanchum@michaeltanchum·
🇹🇷🇨🇳"Has Turkey Outfoxed China in Azerbaijan to become a rising Eurasian power?" Yes, now even moreso in 2023👇
Prof. Michael Tanchum@michaeltanchum

🇹🇷🇨🇳 "Has Turkey Outfoxed China in Azerbaijan to become a rising Eurasian power?" ➡️Turkey has elevated itself from a transit state to one of the principal agenda-setters of Eurasian connectivity. My latest👉 bit.ly/2Nle3CI via The Turkey Analyst

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RAND
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." bit.ly/44QXPmS
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Prof. Michael Tanchum
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
Ragıp Soylu@ragipsoylu

BREAKING: Erdogan says Turkey and Israel plan to conduct joint energy drillings in the East Med • Erdogan hopes to establish energy transmission lines between Turkey, Israel and Europe. • Erdogan proposed to establish a new mechanism with Israel that would include energy, industry and tourism ministers to deepen cooperation in his meeting with Netanyahu • Netanyahu and Erdogan would visit their respective countries

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Francesco Sassi
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
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Keşfet

@MLiebreich @FinancialReview @NSC_ANU @UNSWCanberra @payneinstitute @elonmusk @BarackObama @taylorswift13