James Huckstepp @JHuckstepp
Everything Energy / Commodities #power #carbon #gas #LNG #TTF #JKM #EUETS - Views my own London, UK Joined August 2009-
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2024 brings big questions for the UK carbon market. @RachelMillardAS #UKETS #UKA #ETS
2024 brings big questions for the UK carbon market. @RachelMillardAS #UKETS #UKA #ETS
The Northeast has fought the expansion of natural gas pipelines for decades. As a result, it is the only region in America that still heats homes using (dirty and expensive) oil despite being adjacent to one of the most prolific nat gas fields in the world.
I had the view the weakness in UK ETS price is due to the lack of supply-adjustment mechanism like the EU MSR. So it is really a positive sign that the UK government statement from yesterday mentioned 'examining the merits of a supply adjustment mechanism.'
Collapsing the U.K. ETS also makes it far more challenging to ever envisage connecting the market to the EU ETS - something most of heavy industry and the energy sector strongly support. Carbon markets are a cornerstone of net zero - and the UK’s is arguably broken
Will lower carbon and energy prices help UK industry bridge divide with EU? on.ft.com/47TUXbq
The UK carbon market is the cornerstone of net zero - way more important than Ulez or Rosebank But the government has quietly undermined it, and it is now ~40% below the EU carbon price The result? More fossil fuels and green projects harder to fund ft.com/content/dfa3b6…
Interesting and spectacular behavior of Nogent2 nuc Will connect earlier than expected on the grid following preventing replacement of pipes following stress corrosion 87 days of stop vs 161 initially planned : 74 days ahead ! Start of a new golden era for fr nuclear units ?
Natural-gas prices are in retreat around the world, a windfall for the global economy. But the outlook isn't entirely positive. Story with @kimmackrael wsj.com/articles/after… via @WSJ
It's two weeks since Russia arrested our colleague Evan Gershkovich. We all look forward to the day when Evan is back doing what he does best--chasing a thrilling and important story and having an adventure on the way. Read his articles: wsj.com/news/author/ev… #IStandWithEvan
Profesional update: After six exciting years at S&P Global I’ve joined BNP Paribas in commodities strategy, expanding my coverage into power and carbon. Very grateful to all my former colleagues and looking forward to the challenge ahead carbon-pulse.com/176830/
Couch view. Small plant. Maps of London are art. Add a pillow. Turn on lamp. 7/10 @JHuckstepp
Great to speak with @StreetSignsCNBC @CNBCi @cnbcKaren on Russian gas, Nord Stream, European demand, and the TTF price outlook (recorded last week) @SPGCIGas #ONGT cnbc.com/video/2022/10/…
The British newspapers will tomorrow lead with the risk of winter blackouts. The UK government still refuses to launch a campaign of energy savings. The risk was clear to everyone inside the industry: bloomberg.com/opinion/articl… And here my latest column: bloomberg.com/opinion/articl…
Soaring LNG prices are delaying the growth of natural-gas imports in Asia’s emerging markets on.wsj.com/3SSaRuA
"Families and small businesses were previously hearing 'prices are going to be high and you need to save gas.' Now, they are hearing 'the government is capping your bill, so rejoice.' That’s the wrong memo." bloomberg.com/opinion/articl…
EUROPEAN GAS: Russia's Gazprom has halted gas supplies to Italy, blaming it this time on regulatory changes in Austria at the end of September that mean the pipeline operator cannot transport nominated volumes... #ONGT
Energy prices are rising today to 10.3p per kWh gas & 34p per kWh electricity. NB If you use more than 12,000kWh gas & 3,100kWh electricity you will pay more than £2,500 pa. Our latest blog summaries the easy wins for reducing your heating bill. 🧵1/9 theheatinghub.co.uk/articles/quick…
UK followers, I'm interested - have you put the heating on yet?
Looks like TurkStream might end up being the only Russian gas route into Europe at this rate. Nord Stream won't be back now, Ukraine transit might be headed to zero. Biggest TurkStream offtakers - Turkey (obvs), Hungary and Serbia... #ONGT
Javier Blas @JavierBlas
297K Followers 1K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]
Stephen Stapczynski @SStapczynski
55K Followers 3K Following Bloomberg @Business reporter covering energy & commodities in Singapore. Passionate about natural gas, LNG, power, nuclear. Opinions my own ブルームバーグ通信社シンガポール支局記者
Lion Hirth @LionHirth
34K Followers 190 Following Prof. at Hertie School and director of Neon. Energy markets and power systems. Loves data & visuals. Known for analysis, not diplomacy.
Tom Marzec-Manser @tmarzecmanser
10K Followers 134 Following Head of Gas Analytics at @ICISOfficial but all my own views. #Gazprom watcher. #natgas #TTF #LNG #ONGT
Ira Joseph @ira_joseph
12K Followers 135 Following Global Fellow, Center on Global Energy Policy, Columbia University. Former Head of Pricing & Analyics for Generating Fuels & Electric Power at S&P Global
Thierry Bros @thierry_bros
8K Followers 541 Following 30+ years in energy & climate from policy to trading | Energy Expert & Prof | 📚🗞🎙🖥 | 🇬🇧 🇫🇷 🇺🇸 | @ESPCI_Paris 🎓
Francesco Sassi @Frank_Stones
16K Followers 2K Following Research Fellow - Energy Geopolitics & Markets @ RIE - Bologna🇮🇹 Energy, International Relations, Climate, Geopolitics, Diplomacy. Ph.D. @Unipisa
Francisco Beirão @fbeirao
8K Followers 4K Following Personal blog. Government Affairs @Lightsourcebp. Tweets: Electricity, Renewables, Politics, Economy &🦁🎾🏓🏉🚴🏻🏎️ 🇵🇹🇪🇸🇧🇪🇫🇷🇪🇺RTs=blah blah
Susan Sakmar @SusanSakmar
8K Followers 2K Following PT Law Prof @UHLAW; Director @flexlngltd🚢 Governing Body @GastechEvent; 📕author “Energy for the 21st Century: Opportunities & Challenges for LNG.” #USLNG
David Sheppard @OilSheppard
45K Followers 4K Following Financial Times Investigations Team. Former FT Energy Editor, but still dabbles in what makes the world go round. Ex-Reuters.
Sergio Chapa @SergioChapa
20K Followers 5K Following Senior LNG analyst for @PotenPartners. Mostly tweets about LNG, natty gas, shale, earthquakes, the U.S./Mexico border, food and travel.
NATGAS @USAEnergyNatGas
12K Followers 318 Following Trading energy derivatives since the stone age. I think that makes me a dinosaur or an expert or neither. You be the judge. Bill Perkins @Skylarcapital
Aura Sabadus @ASabadus
5K Followers 3K Following I mostly tweet about energy-related topics. Passionate about the freedom-loving countries of the Black Sea region and curious about the world. Views my own.
Oeystein Kalleklev @OKalleklev
6K Followers 605 Following CEO of Flex LNG (NYSE/OSE: FLNG) and CEO and BoD member of Avance Gas (OSE:AGAS).
Yan Qin @YanQinyq
11K Followers 3K Following Carbon analyst @LSEGplc; Research Associate @OxfordEnergy. #EUETS #OCTT Economist and Power Modeller. Views are my own.
Paul Phillips @BlueFlameBlues
4K Followers 928 Following “Man is a money-making animal, which propensity too often interferes with his benevolence" The views expressed on this account are my own.
Maybe @BreizhLondon
3K Followers 2K Following Defluencer ⸘ Acoustic cyclist ‽ Rambler without a cause
Stuart Elliott @stuartelliott50
2K Followers 599 Following Energy journalist with a passion for gas. Views my own. 20-year veteran @SPGCI S&P Global Commodity Insights #ONGT #TTF #LNG #JKM
Andy Critchlow @baldersdale
8K Followers 3K Following Head of News in EMEA at @SPGCI. 25 years experience reporting oil, gas and commodities. Views my own. #Opec #Oil #MiddleEast
Adi Imsirovic @AdiSurreyEnergy
3K Followers 601 Following Deliberately no filter. Tweeting OWN twisted thoughts. Oil trader 35 y. Fulbright scholar. PhD. Econ. MSc Energy Econ. @SurreyClEnergy @UniofOxford @CSIS
Vrasidas Neofytou @ExclusiveVras
504 Followers 3K Following Head of Investment Research & Commodity Strategy. FX, Equities, Crude Oil, Natural Gas, LNG, Gold, Silver, Copper.Views here are my own.
Anabella Slunaker @AnabelSlunak
55 Followers 5K Following
Jesper Thiesen @jesperthi
331 Followers 1K Following Founder and CEO ConWx (https://t.co/VJubrXtB4D) Team manager Team CO:PLAY- Giant (https://t.co/iL5ahkG19Y) On twitter as private person, mainly about climate and cycling
Sonal Tripathy @sonaltripathy
64 Followers 356 Following Energy professional/ nationalist/ views are personal
Lilliana Lermond @LermondLermo
69 Followers 5K Following
EURASIA STANDARD OIL .. @OilEurasia
261 Followers 2K Following (OIL & GAS) INTERNATIONAL PETROLEUM COMPANY
Bonnie Minicucci @b_minicuc
51 Followers 5K Following
Laurette Hoffstot @LHoffstot26467
75 Followers 5K Following
Henry @HEN12Y
39 Followers 203 Following
GERRY @850TrillionUSD
357 Followers 4K Following
Bailey Garett @bail_gar
21 Followers 3K Following
Amit Negi @AmitNegi74408
78 Followers 1K Following Data Analyst 💻 by profession|| Data Enthusiast 📊 || ML 🤖 || Mechanical Engineer ⚙️ || Cricket Aficionado 🏏 || Hinduism 🕉
Thomas Rodgers @TomLRodgers
4K Followers 2K Following Natural Gas Analyst at EP Commodities | Previously @ICIS_energy | Views are my own, you can't have them
Kandi Huberman @KandHuberm
87 Followers 5K Following
Ruth Crawford @Ruth_energytech
24 Followers 314 Following B2B marketing leader, interested in clean/energy tech. Opinions my own. Ex Opower & former clients include The Carbon Trust and Utilyx (energy risk/PPAs)
WattMattersPod @WattMattersPod
1K Followers 1K Following The @Foresight_CE energy transition podcast. Biweekly debates & discussions on the #energytransition around the world. Newsletter: https://t.co/k39qJjqLeO
Brijesh George @GeorgeBrijesh
13 Followers 72 Following
Amina Schuchart @ami_schucha
35 Followers 5K Following
Kamga Prono @KamgaLeLibanais
5 Followers 61 Following Kamga 3 black - Kora sur pronos foot - Basket - Foot US ⚽️🏀🏈
short_nbp199 @short_nbp199
7 Followers 19 Following
CWE @FirstGlobalRes1
51 Followers 401 Following (Protecting the marketplace from sanctioned LPG) Committed to unwavering integrity Shaping a future where trust is paramount, and excellence is the standard
emre koçak @emrekoa32452
0 Followers 23 Following
Rytis Kama @Rytis_Kama
29 Followers 301 Following
Aaron @Aaron9521190652
2 Followers 106 Following
Shakira Conner @conn_shakir
13 Followers 3K Following
.joshua @dyoshvelo
89 Followers 2K Following
Brian Pfaff @BrianPfaff17
10 Followers 29 Following
Aleesha Luedecke @AleesLuedec
81 Followers 5K Following
Digital Seamanship @DigitSeamanship
561 Followers 466 Following Used to be all about Seamanship. Currently engaged in awareness of the atrocities of Ottomans and Turkey against Greeks, Armenians, Assyrians and Kurds.
Dr Silke Goldberg @silkegoldberg
758 Followers 3K Following European energy & climate law, professor of energy law , tweeting - in personal capacity - about energy, climate change, Europe, politics and cats (she/her)
Jaspal Channa @nbppeg
4 Followers 86 Following
Shay Ahyou @sh_ahyou
84 Followers 5K Following
JDL @JDL25934326
13 Followers 131 Following
johnson patricia @johnsonpatricai
283 Followers 2K Following Trade consultant Premier geolocation-based online platform where Oil & Gas Suppliers connect directly with Oil & Gas Producers
Dinara Ermakova @dee_ermakova
186 Followers 828 Following 🌱 Sustainable Energy Advocate | Nuclear Waste Management Pro | Strategy & Innovation in Nuclear | Science Communication Enthusiast
S.E @StephanEssama
25 Followers 304 Following
Roisin Bacot @BacRois
27 Followers 5K Following
AnonymousCentauri @anon_centauri
599 Followers 4K Following
Izola Siefert @IzoSiefe
32 Followers 5K Following
Matthew Beven @matt_beven
1 Followers 27 Following
John @Johnk689619401
35 Followers 451 Following
Javier Blas @JavierBlas
297K Followers 1K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]
Stephen Stapczynski @SStapczynski
55K Followers 3K Following Bloomberg @Business reporter covering energy & commodities in Singapore. Passionate about natural gas, LNG, power, nuclear. Opinions my own ブルームバーグ通信社シンガポール支局記者
Lion Hirth @LionHirth
34K Followers 190 Following Prof. at Hertie School and director of Neon. Energy markets and power systems. Loves data & visuals. Known for analysis, not diplomacy.
Tom Marzec-Manser @tmarzecmanser
10K Followers 134 Following Head of Gas Analytics at @ICISOfficial but all my own views. #Gazprom watcher. #natgas #TTF #LNG #ONGT
Ira Joseph @ira_joseph
12K Followers 135 Following Global Fellow, Center on Global Energy Policy, Columbia University. Former Head of Pricing & Analyics for Generating Fuels & Electric Power at S&P Global
Pierre Andurand 🇺�.. @AndurandPierre
60K Followers 1K Following Hedge Fund manager specialized in energy derivatives. GLORY_WS founder and chairman. Life long learner. 5 MSc. Oxford, Columbia and HEC alumnus
Thierry Bros @thierry_bros
8K Followers 541 Following 30+ years in energy & climate from policy to trading | Energy Expert & Prof | 📚🗞🎙🖥 | 🇬🇧 🇫🇷 🇺🇸 | @ESPCI_Paris 🎓
Anas Alhajji @anasalhajji
162K Followers 534 Following Keynote Speaker & Woodworker Everything Energy Daily Energy Report: https://t.co/upw1loHeK3 Weekly: https://t.co/LfUHIpXsWu https://t.co/oCC6irfqv5 #Oil_History
Giovanni Staunovo🛢 @staunovo
87K Followers 501 Following Commodity Analyst. #OOTT Views are my own. Tweets/Posts intended for information only. Retweets/Reposts ≠ endorsements.
RonH @Ronh999
9K Followers 24 Following Natgas, LNG & Energy Info WARNING: If you use foul language in reply to my tweets you will be blocked.
John Kemp @JKempEnergy
69K Followers 406 Following Energy analyst, public policy specialist, amateur historian. Currently at Reuters. Welcome constructive debate. Zero tolerance for trolling. Like = bookmark
Emeric de Vigan @Emericdevigan
6K Followers 688 Following Energy professional since the beautiful 444 TWh .Sailing addict.I am pro-nuc, renewables,markets. At least not against any. Founder at cor-e. VP power at Kpler
Susan Sakmar @SusanSakmar
8K Followers 2K Following PT Law Prof @UHLAW; Director @flexlngltd🚢 Governing Body @GastechEvent; 📕author “Energy for the 21st Century: Opportunities & Challenges for LNG.” #USLNG
David Sheppard @OilSheppard
45K Followers 4K Following Financial Times Investigations Team. Former FT Energy Editor, but still dabbles in what makes the world go round. Ex-Reuters.
Sergio Chapa @SergioChapa
20K Followers 5K Following Senior LNG analyst for @PotenPartners. Mostly tweets about LNG, natty gas, shale, earthquakes, the U.S./Mexico border, food and travel.
Aura Sabadus @ASabadus
5K Followers 3K Following I mostly tweet about energy-related topics. Passionate about the freedom-loving countries of the Black Sea region and curious about the world. Views my own.
Michael Liebreich @MLiebreich
67K Followers 375 Following Host @CleaningUpPod. CEO Liebreich Associates. Managing Partner Ecopragma Capital. Founder, Contributor @BloombergNEF. Ex Board TfL, Board of Trade. Olympian.
Yan Qin @YanQinyq
11K Followers 3K Following Carbon analyst @LSEGplc; Research Associate @OxfordEnergy. #EUETS #OCTT Economist and Power Modeller. Views are my own.
Robert Gibbins @robertgibbins14
859 Followers 401 Following Founder and CIO of Autonomy Capital, a global macro investment firm.
Dean Phillips @deanbphillips
73K Followers 2K Following Congressman, Dad, Entrepreneur, Gold Star Son, Common Sense Enthusiast, and Bipartisan Believer. It's time to mobilize, and Everyone’s Invited! 🇺🇸
Daniel Susskind @danielsusskind
17K Followers 418 Following Economist at Oxford and KCL, co-author of 'The Future of the Professions', author of 'A World Without Work'. New book, 'Growth: A Reckoning', out April 2024.
John Arnold @JohnArnoldFndtn
78K Followers 389 Following Co-chair of Arnold Ventures. Fighting special interests and status quo bias to build better systems for people.
Andrew Neil @afneil
1.2M Followers 452 Following Chairman Spectator Magazine UK, US, Australia. Presenter The Andrew Neil Show, Channel 4. Ex-Editor Sunday Times, BBC political presenter, Chairman Sky TV
Copernicus EU @CopernicusEU
134K Followers 2K Following The Earth Observation component of the EU Space Programme
ECMWF @ECMWF
50K Followers 174 Following European Centre for Medium-Range Weather Forecasts For press enquiries or for general queries to the Service Desk, please visit https://t.co/s2OcUa2Ean
Jerry van Houten @jerryvanhouten
744 Followers 460 Following Carbon markets lead at Engelhart CTP (compliance markets only). Formerly @McKinsey, @BloombergNEF covering energy transition since 2013. Tweets my own.
Rishi Sunak @RishiSunak
2.3M Followers 275 Following Prime Minister of the United Kingdom 🇬🇧 @Conservatives leader. MP for Richmond (Yorks).
Edward Chancellor @chancellor_e
2K Followers 9 Following
Elena Tenenbaum @TenenbaumElena
723 Followers 375 Following Asst Professor, Psychologist - Duke Univ School of Medicine, interests in language, early development, autism. Novice R enthusiast. Views are my own.
shitlondonguinness @shitlondonguinn
86K Followers 14 Following Documenting all of the shit pints of Guinness in London. For my sins. @beautifulpints for nice pints. Run by @imgrandsure
David Sacks @DavidSacks
850K Followers 3K Following VC @craft_ventures, Bestie @theallinpod, Cofounder @saasgrid_hq
Bukayo Saka @BukayoSaka87
1.3M Followers 0 Following Football for Arsenal & England. New Balance Athlete #GodsChild😇
Ric Burton @ricburton
68K Followers 26K Following 🇬🇧 in 🇺🇸 & 🇿🇦 Helping teams wherever I can. Building @RES_COMPUTER—An Open Source Voice AI App
Billie @Billie_T
103K Followers 5K Following #COYS Talk spurs at @_hometownglory @DrTottenham @ScarfeySpurTalk
Cameron van der Burgh.. @Cameronvdburgh
95K Followers 380 Following Olympic and World Champion, 16 x World Record Holder. Laureus Ambassador.
John Furrier @furrier
26K Followers 11K Following Cofounder Co-CEO SiliconANGLE theCUBE; Leading #Enterprise Analyst, events, media, cloud, reporting, digital TV; #SiliconValley #EnterpriseTech
BloombergNEF @BloombergNEF
76K Followers 509 Following BloombergNEF (BNEF) is a strategic research provider covering global commodity markets & disruptive technologies driving the transition to a low-carbon economy.
Lara Hayim @lara_hayim
560 Followers 121 Following Solar Analyst @BloombergNEF. Opinions are my own.
Jenny Chase @solar_chase
25K Followers 1K Following Solar analyst with BloombergNEF, goose keeper. Author of "Solar Power Finance Without the Jargon". Opinions here are all my own. She/her.
Samuel Ramani @SamRamani2
212K Followers 4K Following DPhil/PhD Intl Relations @UniofOxford Assoc Fellow @RUSI_org Author "Russia in Africa" & "Putin's War on Ukraine" @HurstPublishers Email [email protected]
Scottish Scrans 🏴�.. @scottishscrans
5K Followers 1 Following The best (and worst) of Scotland’s scran 🏴 | DM submissions
Vitor Constâncio @VMRConstancio
26K Followers 1K Following Former ECB Vice President. President of the Council of ISEG, University of Lisbon. Professor at Navarra University, Masters School, Madrid
Gérard Araud @GerardAraud
139K Followers 3K Following Fmr 🇫🇷Amb 🇮🇱,🇺🇳, 🇺🇸 Chroniqueur @LePoint, @LCI Trustee @CrisisGroup. Sen. adv. @PortlandComms. Fel. @AtlanticCouncil. At https://t.co/VZW5rJSP1U
Kersti Kaljulaid @KerstiKaljulaid
61K Followers 410 Following - President of Estonia | 2016-2021 | Eesti Vabariigi president -
Carbon Pulse @CarbonPulse
12K Followers 2K Following News and intelligence on carbon markets, greenhouse gas pricing, and climate policy.
Lord Cruddas of Shore.. @peteratcmc
18K Followers 10K Following Entrepreneur, Autobiography Passport to Success. President Conservative Democratic Organisation.
Elizabeth Warren @SenWarren
6.9M Followers 508 Following U.S. Senator, Massachusetts. She/her/hers. Official Senate account.
Room Rater @ratemyskyperoom
383K Followers 2 Following The original Room Rater. Get our book here https://t.co/xO94URjXzU
Benoît Morenne @benmorenne
2K Followers 2K Following Reporter at The Wall Street Journal covering shale companies & LNG. [email protected]/Signal +1 281-703-3471. Anonymous document share via https://t.co/ht98xmG1rP
Emanuela Barbiroglio @EmiBarbiroglio
2K Followers 3K Following EU climate & energy correspondent for @CarbonPulse grown up in @ansaeuropa @ForbesEurope @VoxEuropFR @PropertyWeek @CityUniLondon @il_Mitte etc
Ray Dalio @RayDalio
1.4M Followers 93 Following Official account of Ray Dalio, founder of Bridgewater Associates, author of #1 New York Times bestseller 'Principles,' professional mistake maker
Cassandra B.C. @michaeljburry
1.5M Followers 0 Following
Tan Luyue @LuyueTan
910 Followers 2K Following Carbon Analyst @LSEGplc @RefinitivCarbon, #OCTT #EUETS #CNETS, museum resident 🦊 previous carbon trader,currently in Oslo
Doomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.
Karen Tso @cnbcKaren
15K Followers 1K Following CNBC Europe Anchor...swapped bullish Asian markets for all the austerity and debt action in the Eurozone.
Dan Murphy @dan_murphy
13K Followers 9K Following Anchor + Middle East Correspondent @cnbc. [email protected]
Thane Gustafson @ThaneGustafson
6K Followers 78 Following Political scientist, professor at Georgetown University, Washington DC. Teaches and writes on Russia and Europe, focusing on energy, and climate. #Russia
Matthew BALDWIN @BaldwinMatthew_
17K Followers 14K Following Dep DG Energy at Euro Commission🇪🇺for EU Energy Platform + #RePowerEU. Also tweet in personal capacity on cycling, road safety and climate neutral cities!
StupidTTF @StupidTTF
39 Followers 38 Following
Marcus Walker @MMQWalker
13K Followers 2K Following South Europe bureau chief, The Wall Street Journal.
Tadhg Enright @TadhgEnright
6K Followers 2K Following Journalist & presenter @BBCWorld @BBCNews @BBCBusiness 📺 Media consultant 💡 Irishman & Dubliner 🇮🇪 Houseplant killer 🥀 Tá Gaeilge agam ☘️
If we didn't have any better solutions for heating, taking hydrogen to peoples homes would be a great idea. But we do, so its not, and we won't. Heat pumps wherever possible. Government will make a formal decision in 2026.
It sounds like a boring topic, but air conditioning is more important than you realise. First: there are 2 billion air con units in the world and they account for 10% of all electricity we use. Second: it has revolutionised architecture and totally reshaped global politics...
The new system is distributed, over specified for generation, with arrays of batteries and optimization software managing the over specification to allow excess energy to be used by new computational industries. Understanding these systems is critical for competitiveness. 2/3
The view from one of my evening runs this week.
Energy is more or less everything
"1 GW - that's the size of a meaningful nuclear power plant, only going towards training a model. Over the last few years, there was this issue of GPU production. Now I think that's getting less. But I actually think before we hit that, you're gonna run into energy constraints.…
Marginal nuclear you said ? Now you get why price are on the floor, whilst exporting NB : so far in April 2024 the number is 99,9%
The average price in Spain are getting really low. Lower than 10 €/MWh for 4 straight weeks. 2/2
Right in time for spring ;-) 605 MW: what could be the impact of such project on capture rate for solar? Let's calculate together 1/5 pv-magazine.com/2024/04/10/eur…
Is 2024 a turning point ? Here is the # of hours with prices below 5 €/MWh. That's in Greece. Why is there an explosion of very low prices in 2024 (already 2023 was much higher)? 1/2
🚀 European carbon price rose 6% to above €66.5 today on sustained strong momentum ⬆️ Technical: break above upper Bollinger band ⬆️ Short-squeeze fueled the rally looks like gas is pulled up by carbon at the moment #EUETS
Uranium peaker, a new concept
Le fameux nucléaire pas pilotable, et qui démarre néanmoins tous les jours en fin de journée lorsque le solaire PV fait défaut
@PSchlakman I think state PUCs are being (overly?) conservative about approving big projects as there's been roughly 15 years of stagnant power demand nationally until 2022. But the combo of electrification of everything, reshoring, and data center growth structurally changes demand.
A cheeky trade at -586,99 €/MWh on German intraday market today. Yes, NEGATIVE five hundred eighty six Something we expected and discussed in our summer outlook at @Kpler : kpler.com/power-summer-o…
Power Spot price for tomorrow in France is somewhat mysterious
the world’s oceans officially hit record high temperatures…for every single day in the last year hard not to be worried about what’s to come..
Global coal demand is proving remarkably resilient 🪨 🇨🇳 That’s thanks to China’s energy security push and rising Indian consumption ⛏️ Producers are preparing for a future where they will be required for decades bloomberg.com/news/articles/…
Bill Gates' TerraPower plans to start building its first US nuclear power plant in June 🇺🇸🚧 📝 The company will apply for a construction permit from the regulators this month for its next-gen reactor 📅 The plan is to have the reactor online by 2030 ft.com/content/418907…
The environmental movement #ProtectOurWater #Nvmd
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