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kierancondon.bsky.social
Energy portfolio manager based in Belgium
42 posts 29 followers 40 following
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Can no longer buy pillows from my preferred shop in the UK and have them sent to Ireland. Brexit was dumb, but so is not making trade cheaper and easier now

Russia has 10% the GDP and 30% the population of the EU. There is no reason we can't afford to maintain our own defense. And if we do, we should buy European weapons. It's good economic stimulus and R&D

open.spotify.com/episode/2Nbu... I like a big vision

Requiring British companies to pay new fees to an EU "economic operator" feels like formalising grift. Would like to know what problems this is solving, #EU www.theguardian.com/business/202...

Sad to see that unions are against the interests of European society. Deluded, knee-jerk complaining www.euractiv.com/section/econ...

One of the key proposals of the Mario Draghi report on #EU competitiveness is to close the "skills gap". This seems like a practical and sensible recommendation to me. I'm going to explore what the commission says about it and either find cause for hope, or discover a quagmire of jargon. A slow 🧵:

I have a lot of time for optimism about Europe

In coming decades, Europe is likely to have higher energy costs than other regions due to low solar irradiation. It won't be able to leverage cheap solar as effectively as many others will. How much will it matter?

What happens when techno-optimism meets energy system realism? My latest for @BloombergNEF is a long read on AI, called The Power and the Glory. So that's Boxing Day sorted! about.bnef.com/blog/liebrei...

Here's my controversial proposal to improve the #NBA, @mcuban.bsky.social: get rid of free throws, no one likes watching them. Fouls are automatically one point, rising to two above a threshold

@nworbmot.bsky.social do we know if total energy costs will rise or fall in future net zero scenarios compared to costs today?

EU's largest companies, www.visualcapitalist.com/most-valuabl...

Congratulations to @nandotolboom.bsky.social for submitting the first Dutch heat pump to HPM! 🇳🇱😀

"How we collaborate to shrink the World of Disorder and grow The World of Order is what history will judge us both for" www.nytimes.com/live/2024/12...

Morally degenerate politicians abound, beware www.economist.com/leaders/2024...

I have spent the last month trying to build a heat pump deployment strategy for my town and have come around to this point of view. Even in Belgium, with the worst spark gap in the EU (3.8 as of H1 2023), heat pumps can beat gas if they are installed well. 1/

No one is as explicit about Long Duration Energy Storage as @nworbmot.bsky.social. The options get put on the table, along with price assumptions. These are pathways for energy independence for Europe. Time to make some decisions!

Article w/ @euronion42.bsky.social looking at using methanol for long duration energy storage is out of the paywall! Liquids = ultimate resilience. Openly accessible from now until forever. doi.org/10.1016/j.jo... More thoughts on methanol below...