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nielsme.bsky.social
33 years - Copenhagen - day job risk management and sustainability at Danske Bank.
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"Avg production costs have fallen steeply, thanks to plummeting material prices & incremental improvements in manufacturing efficiency LFP battery costs are already approaching $50 /kWh Combined w/ price competition, this is now enough to drive profound growth in demand for electric vehicles (EVs)"

China invested a staggering $940B in clean energy in 2024, nearing the $1.12T global fossil fuel investment. Massive shift highlights China’s dominance in renewables, accelerating the global energy transition. If the trend continues, fossil fuel investments could soon be overshadowed. #CleanEnergy

A great dataset from @ember-energy.org EU imports of Chinese solar panels have steadied in quantity. Price continues to crash. data here - ember-energy.org/data/china-s...

@juliusgoat.bsky.social

I’m in Munich and people keep asking me to decode Vance’s speech. OK: In Vance English “free speech” means “Let Musk run your elections” and “democracy” means “let Russia run your elections.” Now move on. 2025 is about what Europeans do, not what Americans say.

it is beyond clear that for many americans trump is a blank slate who stands for whatever they personally want

"The EU’s ... supply constraints, especially its high internal barriers and regulatory hurdles, ... are far more damaging for growth than any tariffs the US might impose. The second factor ... is Europe's tolerance of persistently weak demand." Says the man himself, Mr Draghi. on.ft.com/3X1dpLC

Every day is a good day to repeat: "Beijing can’t stop the sun from shining on Chinese-made solar panels in Germany — but Moscow really did cut the flow of gas to Europe." #alwaysbecharging

In a major acknowledgment by the global community, road transport CO2 emissions are now projected to peak by 2025—25 years earlier than predicted—thanks to faster EV adoption & decarbonization policies. Key markets like China, the EU & the U.S. are leading the charge, offsetting "global" emissions.

Did you know? China exports more solar and EVs to countries in the 'Global South' (aka developing or emerging economies) than to Europe or the USA. One of dozens of fun facts in @nathanielbullard.com's annual deck www.nathanielbullard.com/presentations

"Trump is acting like a king because he is too weak to govern like a president." Very interesting from Ezra Klein, arguing that forcefully opposing Trump may work: www.nytimes.com/2025/02/02/o...

Several conversations today w people in the key executive departments. And while the particulars are hard to pin down my impression is that the Musk take over stuff is considerably worse than is being presented in the press. By this I don’t necessarily things they *done* yet but the level of …

If you wanted no leaks you should have gone into Settings -> Security -> Configure privacy & security -> Privacy options -> Other -> Configure -> Media interface and clicked “Disallow.” The Leak setting is on by default but we understand your privacy is important so we’ve made it easy to opt out

PROP - PR Over Policy. Don't confuse them. He is flooding the zone. He knows that media will cover everything he does. Getting people upset. Which helps give him more coverage of the upset people. All just talking about him. Dems need to be strategic.

I realize now that I have a “trade deficit” with the store across the street. I walked over and bought a jug of milk. The store is abusing me and I’m tired of subsidizing it by buying something at a fair price that I want. I’m going to apply a tariff that will raise the future price of milk for me.

Tak for nu, Zuckerberg: Vi fortjener bedre sociale medier. Elon Musk har gjort X utålelig, og Mark Zuckerberg er ved at gøre det samme med Facebook og Instagram. Vi bør udvikle alternativer, finansieret via mediestøtte, fonde, foreninger og virksomheder. finans.dk/debat/ECE178...

As folks are struggling to adjust to our new Regime in the USA, keep in mind that climate progress is global and there are numerous channels where progress continues entirely unaffected by who occupies the White House. Not all of the items on this list, but most of them. Onwards... 🔌💡

A president’s executive order cannot undo a law or a Supreme Court decision, let alone a provision of the Constitution. Forget that and you do have a dictatorship on day one.

New: Preliminary petroleum sales data for the full year 2024 have just been published by Norway's statistics office. ▸Diesel down 9.9% ▸Petrol down 5.2% These result from (1) further growth in the EV fleet and (2) the huge drop in Sweden's fuel prices. Let's unpack this. 1/10

Given the craven boot-licking out of Silicon Valley, you have to ask: what if Europe had been right all along? Sure the economic hit of lacking a SpaceX or Facebook hurts. But not descending into oligarchy is... also worth something?

As I leave office, I want you to know that this has been the best job of my career. We have shown that America has the best entrepreneurs in the World and they are now committing themselves to commercialize their technology here in America. DOE has never been more relevant to the private sector.

US climate/clean energy folks: Focus everything on helping unlock next-gen geothermal. - Unique bipartisanship opportunity w/ DJT2 - Enormous potential market (TWh/$trillions) - The US’ only chance at clean tech dominance - Perfect just transition for our hydrocarbon workers #EnergySky

Air pollution has dropped significantly in #Paris in the last 15 years. Mayor @annehidalgo.bsky.social’s leadership has traded car space for green space, safe bike space, kid space.. and traded pollution for people. Good trade.

Big leap ahead for solar PV in Brazil: around 40% growth in installed capacity within a year! Still room for more too: its current total is only twice that of the tiny Netherlands :)

I have a new paper in Dialogues on Climate Change exploring climate outcomes under current policies. I find that we are likely headed toward 2.7C by 2100 (with uncertainties from 1.9C to 3.7C), and that high end emissions scenarios have become much less likely. journals.sagepub.com...

Cannot stop thinking about how Octavia Butler wrote a book in 1993 about climate change. It opens with deadly fires in LA in 2025. In the story, a fascist President has just won office with the campaign slogan "Make America Great Again." She was a modern day Nostradamus. If only we'd listened.

“Using #protectionism to restrict exchange with stable U.S. allies, however, undermines the notion that the United States is a responsible stakeholder of the order it created. … The result was the enshittification of global economic governance.” danieldrezner.substack.com/p/farewell-t...

"Trade flows were presumed to create peace, existing almost in a sphere outside politics" Stares in 50 years of international political economy 🤷‍♂️

#Habeck: Experts reckon that 3.5% of GDP for #defence will be necessary. I share their view. Spiegel: 3.5% for defence? You are a Green politician, ... you'll get in trouble for that. Habeck: I don't think so. That's consensus in my party. www.spiegel.de/politik/robe...

Merry Christmas, New Yorkers! You now have a fresh new polluter-pays bill.

Thank you to everyone who argued that electric cars were rubbish and in the process allowed China to own the future of carmaking www.ft.com/content/0ebd...

This is the AI and energy article I've been waiting for. Excellent background, summary and predictions by the great @mliebreich.bsky.social

China’s EV boom is slashing oil demand—fuel use fell 1.3% in 2024, with gasoline demand set to drop 35-50% by 2035 (but I say 2030). 40M+ EVs dominate the roads, leaving the West scrambling. Germany suffers an acute case of Norway envy while Japan’s still scratching their nuts! ⚡🌍 #EVs #Disruption

A new report from RMI looks at clean energy trends in European countries, Chinese provinces and US states. S-curves in action. rmi.org/insight/insi...

1/In 2024, we have seen unprecedented energy demand as the grid has been swamped with new growth from AI and other sources. Historically, lack of funding has kept geothermal from being a serious solution. Today we take another step forward to close that gap. www.businesswire.com/news/home/20...

Få ting er mere enerverende end hysteriske kommentatorer og politikere, der i sidste uge gik i rundhyl over høje elpriser. Siden hen er elprisen faldet tilbage, og 2024 er det billigste år de seneste fire år. Det har jeg skrevet en klumme om: