shows.acast.com/ocean-city-t...
Series 2 Episode 5, my Dudes
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EU greenhouse gas (GHG) emissions in Q1 2025 were estimated at 900mn tCO2e, up 3.4% y/y, driven mainly by emissions growth from power generation and households — whilst GDP grew 1.2% to Eurostat.
Only four EU countries cut emissions whilst their GDP grew: Denmark, Finland, Malta, and Sweden.
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Gift article 🎁
on.ft.com/45f0pVY Russian oil depot in Sochi set ablaze by Ukrainian drone strike
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This is gross.
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on.ft.com/3U2MXiU Insurers regain appetite for coal despite climate pledges
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Like measles, greenhouse gases are also good for you.
on.ft.com/4l6hN4Z Trump administration moves to scrap Obama-era rule on CO₂ pollution
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open.spotify.com/show/5MhyCVc...
Yes, Ocean City Table Top is also on Spotify.
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Another bit of good news to break up the bad news cycle:
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renews.biz/101892/res-t... RES to operate 500MW Coalburn battery - reNews - Renewable Energy News
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Excellent piece from @ember-energy.org
“Emitting 13.3 million tonnes of CO2e last year, Drax power plant is the largest single source of carbon dioxide in the UK, emitting more than the next four largest emitters combined.”
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ember-energy.org/latest-insig...
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This is reckless. The EU should push back against this manner of interference.
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US Urges Eastern Europe to Split From EU Energy Transition Aims www.bloomberg.com/news/article...
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“I do not think Chinese LNG importers will ever contract any new US LNG.”
- Anne-Sophie Corbeau, a gas specialist at Columbia University’s Center on Global Energy Policy
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on.ft.com/3EzLf4c China stops buying liquefied gas from US
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BBG reports that China and Russia are discussing “the possibility of joint LNG projects.”
Whatever materialises from this, the overarching theme is rather painfully clear: nations are apparently keen on exploring alliances and trade pacts that — surprise! — ostensibly exclude the US.
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German gas demand waning?
Whilst industrial demand +1.9% WoW, demand from households and SME (SMB in North American English) -13.5% WoW.
Zooming out, 2020-21 (pandemic) & 2022 (energy crisis) aberrations do skew the data; but German gas demand is presently ~22% below the 2018-21 avg.
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Not great, Bob.
🎁 gift article 🎁
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on.ft.com/3XWbeta Carbon dioxide levels in atmosphere reach 800,000-year high
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“independence from US” ≈
dependence on Russian gas
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walk back REPowerEU like the trimming of so much apologetic stubble
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🎁 gift article 🎁
on.ft.com/438HtJa Germany’s election winner pledges ‘independence from US’
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“Doubling down on new LNG terminals without taking into account demand trends raises the risk of overinvestment and infrastructure being underutilised as the energy transition accelerates.”
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www.lngindustry.com/liquid-natur...
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🎯📈 Nowy #RaportCO2 a w nim art. nt.:
🔹kształtowania cen #EUA w #EUETS,
🔹 aktualnych prognoz cen #EUA latach 2025-2030,
🔹 związku certyfikatów #CBAM z #EUA,
🔹 rozwoju EJ w perspektywie długoterminowej:
📖 www.kobize.pl/uploads/mate...
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An excellent study from @bruegel.bsky.social one which the authors “categorise Europe’s energy information shortcomings into six ‘gaps’.”
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www.bruegel.org/policy-brief...
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NBP should tighten TTF on the up, as UKAs should EUAs—ceteris paribus, which of course is a rare thing.
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No!
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Gift article 🎁
on.ft.com/4gBD0BB EU weighs temporary gas price cap to counter diverging costs with US
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Very good read for the O&G posse
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Donald Trump loves big oil. Does big oil love him back?
www.economist.com/business/202...
from The Economist
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