Dad, Analyst @NEOM, traveler, coder, coffee enthusiast, Ex-@BloombergNEF, Ex-Aramco, All views my own, retweets != endorsements
Neom, Saudi Arabia
Joined May 2014
- Tweets137
- Following106
- Followers82
- Likes278
Ali Asghar retweeted
If you use it right, Excel is the top spreadsheet software in the world.
But most of us don't know how to keep a spreadsheet organized.
Here are 8* simple Excel skills that will save you a lot of time (& stress):
Ali Asghar retweeted
I wrote something for @bloombergNEF about how US energy is changing, and transforming. There are some surprises in it, even for energy folks.
A quick 🧵, with my favorite charts about.bnef.com/blog/us-energ…
Ali Asghar retweeted
NEW REPORT: Permitting of new coal plants surged in China, even as clean energy installations made new records. If China's going to meet its climate commitments these new coal power plants are going to end up as short-lived & under-utilized malinvestments.
energyandcleanair.org/public…
Ali Asghar retweeted
Compare the photo at left of the coal mine in Inner Mongolia where ~50 people are missing after a wall collapsed to the one at right of a coal mine in Australia.
The big risk with open cut mines is that pit walls will be undermined but the solution is pretty simple.
Ali Asghar retweeted
Something strange is going on in China's coal power sector. Mining of solid fuel soared last year, by 10% -- but most measures of consumption stood still at best. What's going on?
bloomberg.com/opinion/articl…
Ali Asghar retweeted
China boosted coal production so much that it’s now facing a supply glut 🇨🇳 🪨
📉 Coal prices in China fell the lowest level in a year as the government increased output to a record
⚠️ Inventories have topped out at some of China’s busiest ports
bloomberg.com/news/articles/…
Ali Asghar retweeted
My annual presentation: trends in decarbonization.
The long view; trends and transience; net zero as evolution and revolution. Everything from surface humidity to Nordic heat pump sales to hydrocarbon gravimetric density to hyperobjects.
nathanielbullard.com/present…
Ali Asghar retweeted
An extraordinary week for renewables in Sth Australia.
Renewable generation 103.7% of demand (13% of this was exported)
Gas 6%, imports 3%
Ali Asghar retweeted
Global coal consumption will hit an all-time high this year, says the @IEA 🌎 ❤️ 🪨
💰 “High natural gas prices led to significant fuel switching to coal in electricity generation in Europe”
🏭 Coal demand expected to remain at similar level for years
iea.org/news/the-world-s-coa…
Ali Asghar retweeted
This will be coal’s season to shine.
Not just this season, 2024 and 2025 too.
#TTF #Coal @kittysquiddy
Coal and gas have made up for this shortfall with a year-on-year power generation increase of 14% and 6% from 2021 levels. As pipeline gas flows from Russia to Europe fall, countries in the region are pushing to conserve gas for winter.
Ali Asghar retweeted
(1/9) I’ve seen a lot of op-eds about how awful it is that #CCS was included in the #IRA. Most lack nuance, because they haven’t clocked that the #energytransition isn’t just about the power sector anymore. Sorry #energytwitter. So, a 🧵 on why carbon capture still has a place.
Great thread on future #coal demand in China 🇨🇳
NEW from me, for @LantauGroup
Everything you need to know about China's coal power in 2022.
Why is China still building coal? Will it ever stop? Are those projects going to make any money?
Answers to 9 key questions here:
Summary thread🧵+ PDF link
lantaugroup.com/file/FAQ_Chi…
1/n Intereting unfolding of events: all regions shunning Russian energy imports (Europe, Japan, Korea) are in a similar situation. (1) Heavily reliant on imported gas and coal for power and heat. (2) low on fuel stocks and preparing for a long and harsh winter.
Europe’s quest to stay warm this winter will depend heavily on these nations:
🇯🇵 Japan
🇨🇳 China
🇰🇷 South Korea
They are the world's top LNG importers, and any forecast for a frigid cold winter could spark a more intense tussle for fuel
By @danmurtaugh
bloomberg.com/news/articles/…
2/n This situation sets them up to battle it out against each other to secure energy for the winters, rather than punish Russia. On the other hand, China sits in a much more favourable and comfortable position. Months of covid-19 restrictions subdued power demand, ...