Project Lead @AgoraIndustrie, Phd. Energy and industrial transitions in Europe. Views are mine, RT not endorsements.
Joined November 2011
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Marco Giuli retweeted
Spain is a role model in weathering Iranian oil shocks ft.com/content/19f2ee15-dc86…
Marco Giuli retweeted
If you step back & weave the various bits together, the only thing that’s considered a sure investment bet in the US these days is AI & electricity to feed it. Which is oddly leading to lots of solar & batteries, because it’s the only thing you can order & install before ~2030 🤣
Marco Giuli retweeted
Pakistan’s LNG demand is evaporating
🇵🇰🚢
⚠️ Pakistan is asking Qatar to defer two shipments a month in 2026
📉 Power/gas consumption dropped after the government hiked prices to get IMF loans. Utilities also cut back on LNG use due to high costs
bloomberg.com/news/articles/…
Marco Giuli retweeted
The culture war has come for energy, and the US unbelievably may be about to not only end supporting wind and solar, but actively taxing it while demand for electricity is rising. The first thing this will clobber if it goes through is AI investment.
Marco Giuli retweeted
For now, the most bullish impact of the Israel-Iran war on the global oil supply and demand balances comes, ironically, from the **demand** side.
Without Israeli gas, Jordan and Egypt are burning more FO and diesel for power generation. Iraq may have to do the same if/when Iran stops gas/power flow.
Marco Giuli retweeted
what is a "growth-oriented voter"? is that an identity that anyone has? just like, committed to 'growth' in the abstract? growth of anything: GDP, fossil fuels, military weapons, affordable housing, clean energy... like these voters are happy as long as everything is increasing??
I struggle to see how this aligns with Trump's obsession with selling more US LNG to the EU.
Matthias Warnig, the former head of Nord Stream 2 AG, a one-time Stasi officer from East Germany, and a trusted ally of Vladimir Putin, is spearheading a plan to revive the Nord Stream 2 pipeline by drawing in American investors. According to the Financial Times, the White House sees this initiative as a potential lever in negotiations with Russia concerning the ongoing war in Ukraine. US officials view Warnig’s proposal as an opportunity to facilitate mediation efforts aimed at ending the conflict while simultaneously fostering stronger economic connections between the United States and Russia.
Marco Giuli retweeted
Big leap for sustainable industry in Europe!
In 2027, BASF Ludwigshafen will host world’s most powerful industrial heat pump.
🔋50 MWth capacity
⚡COP >3, 67%+ energy savings
🌿 100,000+ tons CO₂ cut/year
💨 Cleaner air, fewer nitrogen emissions
gigkarasek.com/news/large-sc…
Marco Giuli retweeted
How disinformation about rare earths and Ukraine spreads.
Here, a @UN document talking complete BS. So many errors. Dubious sourcing. And, above all, complete lack of knowledge of basic chemistry.
unric.org/en/rare-earths-and…
Marco Giuli retweeted
Cobalt is one of those "critical minerals" that people talk about as being so crucial, so strategic... But the reality is the market is massively oversupplied: prices have plunged to a 20-year low, prompting a top producing nation to stop exports.
bloomberg.com/news/articles/…
Are they going to jointly take over Greenland? politico.eu/article/russia-u…
Marco Giuli retweeted
Ce qui les a attirés dans cette Espagne désertique ? « L'accès aux énergies vertes, à des tarifs compétitifs »
CQFD lesechos.fr/industrie-servic…
Missing part: Norway makes money out of it. Also, interconnectors allow it to import cheap power from the EU when prices are low, contributing to replenish Norwegian water reservoirs. Nothing good to come out from energy isolationism.
Political crisis in Norway due to -- wait for it -- high electricity prices linked to exports to the rest of Europe via interconnectors.
The coalition gov collapsed Thursday, leaving the center-left Labour Party to govern alone for 1st time in 25 years.
politico.eu/article/norway-g…
EU energy-intensive industries push back against EPP call to delay CBAM endseurope.com/article/19033…
The EU’s CBAM is functioning as intended. It’s disappointing to see the EPP, which initially supported it, now seeking to delay its implementation—causing unnecessary uncertainty for investors and trade partners.
So, Türkiye is one of the non Chinese world industrial powerhouses, and guess who has a proposed new climate law with a net-zero target? dailysabah.com/turkiye/turki…
Will be a shock to learn that there's plenty of "ministries for simplification" across Europe, including France
L’UDR proposera la création d’un « DOGE » à la française, le Département de l’Efficacité Publique (DEP)
Il aura une mission claire : supprimer les agences inutiles, suspendre les réglementations absurdes, et éviter que chaque réforme ne vienne alourdir encore la machine administrative.
#Grandforumdeslibertes
Marco Giuli retweeted
Pre Trump, the Republican party view of energy sources was "all of the above"
With Trump, the Republican party's view of energy sources is "only the above ones that we like"
Also, I suppose the White House suspended the first law of thermodynamics by executive order.
Marco Giuli retweeted
👀 This will be critical to watch. We knew it could make things hard to administer, but the administration is basically seizing Congressional authority here
President Donald Trump has ordered federal agencies to “immediately pause” the spending of money from the Inflation Reduction Act, former President Joe Biden’s signature climate law that provided hundreds of billions of dollars in subsidies to clean energy and other climate initiatives. trib.al/Fk8aEgC