Lots of hydrogen portfolio project/portfolio managers adding '& data centres' to their linkedin job descriptions lately

When you read the report you find out it’s not actually good for Morocco as Chinese firms have much lower environmental standards than European companies.

You can really tell it's joever for hydrogen as one of the best free newsletters has just been discontinued

"analysis suggests that Chinese companies have chosen Morocco partly to avoid strict environmental regulations in Europe

Thorsten Lahrs CEO #CNGR: obtaining environmental permits in Europe would take “several years,” involving court proceedings while in 🇲🇦[CNGR] made significant progress in a month”

China’s Backdoor: How Morocco Became Key in the Battery Trade War Morocco has become a prime destination for large-scale Chinese investments in electric vehicle battery production, raising questions about whether this represents a genuine opportunity for industriali...

If Morocco becomes an EV export hub for Chinese automakers it will be one of the greatest EU fumbles of all time. Seriously. Our own backyard.

www.moroccoworldnews.com/2025/05/2006...

Decarbonizing the last few percent Three questions lie at the heart of any discussion of the transition to net zero. How to decarbonize the grid; how to maintain grid stability; and how to do both affordably.

Three questions lie at the heart of any discussion of the transition to net zero. How to decarbonize the grid; how to maintain grid stability; and how to do both affordably. How one neglected approach could provide a big part of the answers…
mliebreich.substack.com/p/decarboniz...

Some of you will hate this take but repealing 45V might not be the worst idea, tbh. In the US context of cheap gas and plentiful CO2 storage potential, 45Q provides much better value for money.

That said, leaving the credit and letting technologies compete would probably be best

The answer seems to be that Table 3 is for electricity specific emissions, while Table B is direct!

Two different values for upstream emissions of natural gas in the same document - RFNBO Delegated Act (emissions methodology). Anyone can tell me what's the difference/which one is right

Massive thank you to the Marble team for their support throughout. No one has ever cross examined me or pushed me as hard as they have. It was revealing in many ways.

If you're a scientist wondering whether to build a company, highly encourage you to apply to the programme.

Professional update: my time as founder-in-residence at Marble has come to an end. Turns out inventing a new PtX technology is actually insanely hard.

Still, the experience was incredible, and I've learned so much. Gonna write up my discoveries for y'all in the next few weeks.

Brutal decline in climatetech funding since 2021

Wild stat: if you invested in Plug Power 10 years ago you’d be 67% poorer today (nominal)

How did China develop the world's most impressive supply chain? In no small part due to focusing public support on incentivising scale-ups. Contrast with US + EU where public funding tends to focus on R&D. Y axis is % of GDP

BP Expects to Report Lower First-Quarter Upstream Production BP Plc said debts mounted in the first quarter, yet another setback for the UK energy major as it struggles to turn its finances around.

My view, which is unpopular with almost everyone, is that BP actually had under Looney a semblance of a genuine strategy to diversify away from hydrocarbons. So I'm 100% not surprised at this.
www.bloomberg.com/news/article...

Ha I also thought he really tried. Made it all the more frustrating to watch protestors and activists constantly rip into him

Lucid buys Nikola factory at an auction - electrive.com The Californian EV manufacturer Lucid has acquired the former production facility, headquarters and development centre of the insolvent electric truck

After going bankrupt, Nikola's factory has just been sold to Lucid motors - the luxury BEV car maker - for $30 million.

Lucid did not purchase Nikola's hydrogen portfolio though. The Nikola hydrogen truck is now officially dead.

www.electrive.com/2025/04/11/l...

Our information space is nothing less than a geopolitical battleground.

Russia has invested over a billion euros in their state-controlled propaganda outlets in the last few years. It is increasing year on year.

My speech at the Conference on FIMI → europa.eu/!pFBFNP

That the EU ran two Hydrogen Bank auctions before doing one for batteries is a good summary of what went wrong.

Ugh c'mon y'all, do we actually care about decarbonisation or not? Every net zero Europe analysis shows we need hydrogen.

The counterfactual to not building this pipeline is not investment in North African refineries/factories - it's most likely blue hydrogen from the US or the Gulf.

Awesome, congrats @ntsafos.bsky.social !

Heritage Foundation and Allies Discuss Dismantling the EU The group that drafted a key blueprint for Donald Trump’s second term convened a meeting in Washington D.C. this week to consider proposals for bulldozing the European Union (EU). The Polish investiga...

🔴 NEW 🔴

The Heritage Foundation, the group behind the radical pro-Trump Project 2025 agenda, held a private discussion this week about how to dismantle the EU.

📝 @desmog.bsky.social report 👇🏻

Sounds like a fun degree! And share all your observations.

A silly lil reel I made of a visit to Arcelor Mittal’s steelworks in Ghent.

The scale was like nothing I’ve ever seen before. First person factorio. Mindblowing how we learned to turn rocks into big ol slabs and coils of steel.

Is the UK aligning itself with Russia/Putin to see mass protests like those in Belgrade?

Are there any other good reasons why people should be protesting en masse?

UK? Starmer hasn’t been in power for even a year!

Yes orange man bad on many levels but he’s galvanising the EU into action like nothing I’ve ever seen before. Is this what being back feels like?

As bad as the Trump presidency is on many levels, I gotta admit his actions have been the most effective wake up call for EU leaders I’ve seen in my lifetime. Honestly if they follow through with the rhetoric Europa might actually rise again.

‘Green colonialism’ attack on $30bn Morocco-UK power link plan Xlinks project envisages building 4,000km undersea cable to pump renewable energy from Sahara Desert to the UK, with TotalEnergies, GE Vernova and Octopus Energy among backers

I see Greenpeace is opposing… (checks notes)… solar energy.

www.rechargenews.com/energy-trans...

Eh by 2%, so within margin of error no?