David Watson @davidwatson__
I help people work through questions about energy and the energy transition. Strategy | Policy | Regulation. @davidawatson.bsky.social linkedin.com/in/davidawatson Southampton / London, UK Joined July 2011-
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National Gas criticise draft Ofgem determination on spending plans, say it puts safety at risk. buff.ly/Jxi5tnC
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Shell pulls out of Netherlands biofuel plant citing competitiveness concerns, in production set back. Reminder: biofuels are one of the key pathways for decarbonising aviation and shipping. buff.ly/bbg81dm
On the basis we're solving for carbon we shouldn't be too sniffy at Trump favouring nuclear on grounds 'it's more American'... ...but it's odd to be betting on that INSTEAD OF and not AS WELL AS when you're also solving for (i) cost and (ii) speed. buff.ly/guYIx5O
Roger Hey is excellent here on the problem of looped electricity supplies, why they are a barrier to decarbonisation and what needs to be done. We should wait until people find they can't install a heat pump / charge their new EV at home before acting. utilityweek.co.uk/stuck-in-a-loo…
25% of E.On's small business accounts are loss making, with £400m debt on the SME customer book, according to CEO Chris Norbury. I don't think this is atypical. Some significant issues out there, unfortunately. (£) buff.ly/JFDCIQu
Digitalisation is at the heart of the energy transition. Encouraged to see plans on how we will achieve that across multiple parties from NESO this week. More details here, worth a read > buff.ly/7JOA3XA
The EU may delay the introduction of carbon taxes on aviation and shipping for ten-years. Carbon taxes price in the externalities caused by emissions. A missed opportunity to use that revenue to subsidise low carbon fuel development. buff.ly/HOuDTQU
French power production set to be impacted until Thursday from strike action, possible impact on interconnector flows. buff.ly/AwfUZlA
Octopus and LG sign agreement to use Kraken's AI capabilities to optimise heating / cooling of LG's heat pumps in Europe. buff.ly/TqYbLAg
IEA: Renewables are poised to overtake coal as the world’s largest source of electricity, as early as the end of this year or start of 2026. This is inevitable, it's just a question of when. buff.ly/C4IDWJv
The idea that utility contractors could capture growth in district heating is good. Broadly, if you're good at digging a hole and putting a pipe in it, there's an opportunity. Investors will need to see FID taken on more schemes before they move though. buff.ly/dFRe6oL
France to reduce VAT on some residential solar panels to 5.5% from October. buff.ly/ZzJwsd8
I don't fully agree with everything in this piece from Kathyrn Porter on the risk Norway will cut electricity exports - however, as important as interconnectors are, we cannot plan on the assumption they will always be there when we most need them. buff.ly/5a7Dj1k
Kemi Badenoch set to announce plans to maximise North Sea oil and gas production this week, in yet more evidence net zero will be front and centre on the ballot at the next general election. A defining moment coming in 2029. buff.ly/aJdyqPs
BP's proposed Teesside hydrogen plant reportedly at risk due to apparent conflict with plans for a data centre in the same area. Decision on the development consent now deferred until November. buff.ly/OGP2fqo
Utility Week reporting on the planning application for the Norwich - Tilbury transmission line says that construction scheduled to start in 2027 and take four years. Is that correct? Project is on the critical path for Clean Power 2030. Something has to give.
The move to allow non-energy suppliers to trade flexibility could be a significant moment for the UK energy market. Fundamentally changes the future of competition in this growing space. Good news, but Ofgem need to ensure there's a level playing field. buff.ly/QdlOI8N
Question: with Trump stopping Orsted's Revolution Wind project in US, and assuming the decision withstands the inevitable legal challenges, does anyone know what happens to the asset? Do it connect with what it has already built, or is it 45 useless turbines in a sea?
The debate on whether Elon Musk's Tesla should be barred from being an energy supplier misses the point. It's a competitive market. If people don't want him then they won't buy. More interesting is how they may disrupt the market e.g. EV tariffs 👀. buff.ly/a6JwnyY
Solar power is eating into France's nuclear generation in the middle of the day.
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