THREAD: The IEA global energy review 2026
* CO2 record high, but growth nearly ground to halt
* Clean energy shaved 3bn tonnes off CO2
* Fossil-fuel power pushed into reverse
* Age of Electricity "confirmed"
* "Extraordinary" solar growth
* Batteries up 40%
* EVs up 20%
1/10
New steel value chain in the making?
Iron ore from AUSTRALIA;
Energy from the SUN + desali'd water from the OCEAN (that will largely circulate in a closed loop)
-> to produce Hydrogen in NAMIBIA
-> to produce DRI for GERMANY
In April first 80t produced (later 15kt/a)
www.heise.de/news/Stahlpr...
MSFT *is* the carbon removal market, so if this is anything more than a brief pause, it's a v. big deal & v. bad news for an already shaky sector.
via @robinsonmeyer.bsky.social
heatmap.news/carbon-remov...
NEW:
Microsoft Is Pausing Carbon Removal Purchases
The tech giant has been the overwhelming buyer of carbon removal technologies, accounting for 90%+ of industry volume last year. Now sources tell me it’s pausing its voluntary buying.
a @heatmap.news exclusive
heatmap.news/carbon-remov...
This is quite extraordinary- scientists set a kind of trap for AI chat bots by inventing a fake disease. AI told people it was real and… the deliberately bogus preprints started being cited in peer reviewed literature 🫣
🧪 #MedSky
www.nature.com/articles/d41...
In ihrem aktuellen FAZ-Gastbeitrag beklagt Katherina Reiche eine "Selbsttäuschunug" in der Energiepolitik. Tatsächlich fällt der Täuschungsvorwurf aber teilweise auf sie selbst zurück, denn der Text enthält diverse falsche oder irreführende Zahlen. Ein Thread. (1/17) www.faz.net/aktuell/wirt...
I can't stop admiring this photo by the Artemis II crew made of the moon. (Nikon D5 shot at f 7.1 at 800th of a second on 400 iso at 80 mm)
There it is—Dated Brent (i.e., spot) crude hits $144.46/bbl, a new all-time high.
#NowHiring
The @wmo-global.bsky.social , which with UNEP set up the IPCC in 1988 to provide policymakers with assessments of science related to climate change, is recruiting the position of Secretary of the IPCC to lead its Secretariat.
➡️ lnkd.in/gsGqXPGU
📆 Apply by 16 April 2026
#Artemis II - We have the first image from yesterdays Lunar flyby captured by the crew on Orion
EARTHSET.
April 6, 2026.
Humanity, from the other side. First photo from the far side of the Moon. Captured from Orion as Earth dips beyond the lunar horizon.
🚀🌕🌍
IPCC: ‘Frustrating and disappointing’ meeting leaves AR7 timeline in deadlock
✍️ @ayeshatandon.carbonbrief.org @ceciliakeating.carbonbrief.org @daisydunne.carbonbrief.org
Read here ⬇️
The English version is availabe here: libmod.de/en/policy-pa...
The German version here: libmod.de/policy-paper...
.. emphasising the strategic advantage of an industry prepared for renewed CDR momentum in the 2030s, when the implications of overshoot pathways are understood more broadly and potentially addressed politically. /8
◾Treat CDR as strategic industrial policy. In a political environment focused on security, resilience and competitiveness, CDR faces an uphill battle. Framing it as investment in technological leadership for a key future technology is crucial... /7
◾Be realistic about the role of the ETS. Much of the policy debate focuses on integrating CDR into compliance carbon markets. If the ETS relies too much on CDR and CDR relies too much on the ETS, we may end up with a lose-lose dynamic. /6
◾Manage expectations – avoid a “CDR soufflé”: Recent years have seen strong hype around CDR technologies. If expectations inflate too far & projects fail to materialise, we risk a collapse in expectations that could damage both the CDR sector and, more importantly, the credibility of net-zero /5
◾Without visible short-term progress in implementing carbon removal capacities, CDR risks political failure. Rather than supporting a broad portfolio of methods, CDR policy should in the short-term prioritise methods that can deliver visible projects until 2030. /4
◾ CDR policy must be reoriented to defend net zero. A passive accounting logic – “net zero requires CDR” – is no longer sufficient. What is needed is a proactive, industrial policy-driven approach that positions CDR as a strategic enabler of net zero (and thus stabilising global temperatures). /3
◾ Ongoing climate backsliding threatens to erode the political foundation for CDR. If political commitment to net-zero targets weakens, CDR loses its justification – and investment will stall. /2
"Defending Net-Zero: A New Role for Carbon Dioxide Removal"
My @libmod.de policy brief on why CDR policy must be reoriented to actively defend the net-zero objective is now available in English: libmod.de/en/policy-pa...
Key messages 🧵
/1
🚨 BREAKING: The European Commission has urged people to work from home, drive and fly less, and for EU countries to urgently roll out renewables, as it warned of a prolonged energy crisis as a result of the conflict in the Gulf.
Full story: www.politico.eu/article/euro...
The Global Warming Potential (GWP) is problematic, a 20-year time horizon is even more problematic...
CO2 & CH4 behave differently making the GWP inappropriate (GWP* better if used correctly, separate targets better, etc)
@hausfath.bsky.social explains www.theclimatebrink.com/p/using-a-20...
💡 Clean manufacturing investment in Europe remains stable.
Battery investment stays high at €2B per quarter, while solar lags behind. EV investment has dipped as the 2035 ban on polluting cars is called into question.
With the upcoming Industrial Accelerator Act, the EU hopes to boost investment.
1/ The world is facing a 'ticking time bomb' from its supply of oil, according to a briefing note from JP Morgan. Physical scarcity of oil is about to unfold across the globe, spreading sequentially through April from east to west, causing major economic disruption worldwide. ⬇️
As expected, the objection was rejected by the centre-right to far-right majority in the EP, including what looks like quite a bit of support from Renew.
Did not expect, though, to see that standing ovations from the right & far-right erupting to in the EP plenary afterwards.
Texas is deploying battery storage so fast that it's almost keeping up with the other 49 states... by itself!
fyi - @uedio.bsky.social @susannegoetze.bsky.social @wettengel.bsky.social @mkreutzfeldt.bsky.social @sventitz.bsky.social @drsimevans.carbonbrief.org @karlmathiesen.bsky.social @lukasfuhr.bsky.social
To be precise: the scenarios S2/S3 of the impact assessment show residual emissions of 393 Mt CO2eq gross emissions (without LULUCF). That’s a reduction of 91,91% gross emissions compared to 1990 (4861 Mt CO2eq).
Data: climate.ec.europa.eu/document/dow...
Quite unfortunate that Katherina Reiche deliberately misunderstands the net-zero target. The flexibility she calls for is already built into EU mitigation targets:
net-zero doesn’t mean ‘zero’ emissions in 2050. According to EU scenarios, we’ll still emit ~400Mt CO2 (=gross reduction of ~90%)
