Lauri Myllyvirta @laurimyllyvirta
senior fellow @AsiaPolicy: making sense of China's energy transition, usually with numbers co-founder&lead analyst @CREACleanAir (currently on paternity leave) bsky.app/profile/laurim… Eurasia Joined April 2009-
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That air quality improved at all amid sharp increases in fossil fuel consumption during this winter is an achievement for environmental regulators, but clearly the increase in dirty energy continues to hamper China's fight against air pollution.
That air quality improved at all amid sharp increases in fossil fuel consumption during this winter is an achievement for environmental regulators, but clearly the increase in dirty energy continues to hamper China's fight against air pollution.
This piece borders on misinformation as it fails to even mention that domestic coal production fell 4% in the first quarter and that's the obvious driver of imports. Most remarkably, it completely fails to mention solar and wind which are now delivering most if not all power…
I was very happy to see @clearroads letter on the apparent contradiction between China's carbon neutrality goal and tidal wave of new coal power construction published on the @FT. As I only managed to comment on it after he sent it in, I thought I'd share my additional comments…
I was very happy to see @clearroads letter on the apparent contradiction between China's carbon neutrality goal and tidal wave of new coal power construction published on the @FT. As I only managed to comment on it after he sent it in, I thought I'd share my additional comments…
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.Zeke Hausfather @hausfath
90K Followers 810 Following "A tireless chronicler and commentator on all things climate" -NYTimes. Climate lead @stripe, writer @CarbonBrief, scientist @BerkeleyEarth, IPCC/NCA5 author.Jesse D. Jenkins @JesseJenkins
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34 Followers 444 Following Invest in European residency and citizenship via the Portugal Golden Visa and help expedite the transition to a clean energy future.Landon Hawkins @LandonHawk89808
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36K Followers 507 Following Director @RegAssistProj Board member @eceee_org @EUenergysavings Fellow @EnergyInstitute @theRSAorg Research @ecioxford @SPRU Cohost @WattMattersPodSimon Evans @DrSimEvans
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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.Gniewomir Flis @gnievchenko
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38K Followers 1K Following Building Common Futures, a new energy transition consultancy. Energy, climate &more. @[email protected] RT≠endorsement Views=ownDavid Fishman @pretentiouswhat
29K Followers 538 Following China power - econ & policy analysis for RE, nuclear, coal, markets, grid. 11-yr migrant, currently SH Rural development enthusiast @HopkinsNanjing @LantauGroupGlen Peters @Peters_Glen
51K Followers 608 Following Energy, emissions, & climate @CICERO_klima Projects @V_ERIFY_H2020, @4C_H2020, @ParisReinforce, @CoCO2_project, @iam_compact, @climatediamond, @EuPathfinderNat Bullard @NatBullard
39K Followers 976 Following Deep decarbonization and the business of climate. @Halcyon, and priors @BloombergNEF, @climate, @VoyagerVC.Dave Jones @CleanPowerDave
13K Followers 3K Following Build clean power + electrify⚡️ No need for fossil fuels! Global insights Programme Director @EmberClimate. Electricity analyst since 2000, still learning;)Oras Tynkkynen 🇫�.. @orastynkkynen
33K Followers 164 Following Pirkanmaan kansanedustaja (vihr.) 2004-15 ja 2023-, Tampereen kaupunginvaltuutettu 2001-, YTM - mielipiteet omia, jakaminen ei tarkoita tukeaAkshat Rathi @AkshatRathi
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316 Followers 752 Following Just a guy trying to live life through work, family, and his writing. Columnist for https://t.co/6H3lQ3vJ2F, MountaineerKyle Chan @kyleichan
8K Followers 579 Following Princeton sociology postdoctoral researcher. Writing on China, India, industrial policy, infrastructure, development, clean tech: https://t.co/Ufm8Z2juZYZhinan Chen @Ghadaraquel
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73 Followers 64 Following China economist and editorial manager at Trivium China. Views are my own.Kristian Nummelin @Nummelin_K
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5K Followers 227 Following "The refusal of one decent man outweighs the acquiescence of the multitude."Rakshith Shetty @rakshithreads
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21K Followers 2K Following Russia/CEE, @Columbia PhD, @HSE_eng кэн, Senior Fellow @CSIS, Postdoc @CERESGeorgetown, @IERES_GWU Looking into the abyss TK: https://t.co/fc3FizcyoYXinqi Su 蘇昕琪 @XinqiSu
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110 Followers 340 Following Head of Secretariat Powering Past Coal Alliance. Former UK diplomat. All views my own.Taylah Bland @Taylahbland
265 Followers 374 Following SPO + Fellow on Climate @AsiaPolicy, Center for China Analysis | @SchwarzmanOrg Scholar 22' | @nyushanghai 21' | China + International Environmental Law | 🇦🇺Volkmar Baur @BaurVolk
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897 Followers 2K Following Carbon Analyst @LSEGplc @RefinitivCarbon, #OCTT #EUETS #CNETS, museum resident 🦊 previous carbon trader,currently in OsloBen Storrow @bstorrow
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1K Followers 1K Following Exec Director, @SteelWatch 2030. Driving urgent climate action in #Steel sector globally. #ClimateCrisis #GreenSteel #JustTransition Personal viewsAmy Ouyang @Hanyue_Ouyang
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9K Followers 2K Following Senior Indonesia correspondent @Reuters. Nancy Drew reincarnate. [email protected]Finnish flights are cancelled because of Russian electronic warfare against the west. The GPS jamming has been ongoing for month. The Russians are humiliating Europe, but our politicians decide to do nothing. Avoiding escalation, even when aggression is directed at us.
We're suspending our flights to Tartu from 29 April until May 31. The approach methods currently used at Tartu Airport are based on a GPS signal and GPS interference in the area affects the usability of this method. Read more: company.finnair.com/en/media-centr…
⚡️"A stalemate or, heaven forbid, a Ukrainian defeat promises a new cold war that will last for decades and cost trillions of dollars more," the former British Minister of the Armed Forces James Heappey said, The Telegraph reported.
@jmkorhonen @peterporkka Minustakin olisi kiva tietää mikä tekniikka voisi korvata lähitulevaisuudessa sähkömoottorin huoltovarmempana sekä päästöttömänpänä. Liikenne- ja viestintäministerillä täytyy olla todellinen ässä hihassa. Tai sitten se ei ymmärrä mitään liikenteestä eikä myöskään viestinnästä.
Several oil refineries were attacked this night in the Krasnodar Territory, Russian media report. The Slovyansk-ECO refinery, the Bitumen plant, the Ilya refinery and a number of other objects were hit. Among them a military airfield in Kushchevsk.
More or less sums up my position on how should IAM models quantitatively support mitigation effort sharing. 1/
To supply low-carbon power to a grid via nuclear, solar, wind, or grid batteries, how much material must we dig up to build those power plants? Answer: far less than for fossil fuels, with nuclear needing the least mining. New @TheBTI report by my team: thebreakthrough.org/issues/energy/…
I draw on @laurimyllyvirta and @ShenXinyi313's excellent @CREACleanAir report on China's steel industry and its carbon impact x.com/CREACleanAir/s…
🇨🇳 NEW REPORT | China's steel sector decarbonisation in China stalls, with investments in coal-based steel plants since 2021 exceeding USD 100 billion despite overcapacity and climate goals 📊 Full report now available here ⤵️ energyandcleanair.org/publication/st…
People say content on this site has devolved but I don’t feel it. 99% of people won’t care about this China power sector minutiae but I don’t know where else you would be able to get this type of detailed public feedback 👇 on a specific question or topic you are interested in.
@pretentiouswhat @GlennLuk We had a whole debate with the CREA China team on what that 20% means; it's one of the more obscure targets I've come across. A few points: -this is a policy on storage so would not be setting a new target for generation mix -it talks about "new energy share" but in this context…
And, believe it or not, the sky did not fall on Earth, there was no "WW3," no boiling seas, no 40 years of darkness, no earthquakes, no volcanos, no mass hysteria, and no cats and dogs living together. What happened was Ukraine, as a result of a precise ATACMS strike, wiping…
BREAKING: UK is putting its defence industry on a "war-footing" - investing £10 billion to ramp up production- as part of a plan to increase defence spending by 2.5% by 2030, Prime Minister @RishiSunak has declared. This is a really big deal
China power generating capacity additions in Jan-Mar 2024: 📈solar 45.7 GW (vs 33.7 GW in 2023) 📈wind 15.5 GW (10.4) 🤬thermal 6.4 GW (8.1) 📉hydro 1.8 GW (2.7) 🧐nuclear 0 GW (1.2), but there is one in April
China power generating capacity additions in Jan-Mar 2024: solar 45.7 GW (vs 33.7 GW in 2023) wind 15.5 GW (10.4) thermal 6.4 GW (8.1) hydro 1.8 GW (2.7) nuclear 0 GW (1.2) Last year, almost 300 GW wind&solar was added and now the first months are up 40%!
A pretty remarkable admission about the effects of sanctions from Vladimir Potanin, one of Russia's richest men. Norilsk Nickel is moving a smelter to China and complains financial sanctions are eating into 15-20% of its revenue. with @harrydemps ft.com/content/2ce876…
The kids wait on Nike shoe drops. I wait on China power sector information drops.
China power generating capacity additions in Jan-Mar 2024: solar 45.7 GW (vs 33.7 GW in 2023) wind 15.5 GW (10.4) thermal 6.4 GW (8.1) hydro 1.8 GW (2.7) nuclear 0 GW (1.2) Last year, almost 300 GW wind&solar was added and now the first months are up 40%!
@laurimyllyvirta @Mcb18125448 Probably all the numbers in this thread is not correct as the solar panels get thinner all the time and the panel producers do not use the average mix of the grid.
⚡️ US House passes bill to seize Russian assets for Ukraine. The bill would allow the President to confiscate Russian sovereign assets and transfer them to Ukraine to aid in its reconstruction efforts. The bill still needs to be approved by the Senate.
@DustinMulvaney @laurimyllyvirta Those numbers are probably off by a lot too, highly probable they’re behind the times of technology and what goes into a panel these days in terms of total polysilicon.
The emissions “payback period” on solar production is <3 months (~80 days) if you are replacing coal. Over a 25-year useful life, that’s a >100x payback. The “manufacturing solar panels is dirty!” narrative is such a shortsighted red herring given how high the emissions RoI.
Producing solar panels in China does cause CO2 emissions, so let's have a look. 560 GW of solar panels were produced in China over the past 12 months. Emissions from solar panel production in China are estimated at 250 kg/kW by the IEA. That means solar panel production was…
Stoltenberg: NATO to step up air defense aid to Ukraine 🇺🇦 President Zelenskyy informed allies that Kyiv needs at least 7 Patriot batteries or equivalent systems. euromaidanpress.com/2024/04/19/sto…
Important but overlooked: Mike Johnson explicitly says he's acting on Ukraine because believes what our intel agencies say about the awful consequences of abandoning it. That's a striking rebuke to MAGA's lies about the "deep state" and the war. 1/ Link: newrepublic.com/article/180808…