US electric utilities' lobby stating for 1st time that #CCS is a gargantuan red herring they won't be able to use even by 2035. Hope utilities remove CCS from their transition plans or risk confusing more investors on what is and what is not feasible! financialpost.com/pmn/business-p…

Cost, cost, cost. Don't misunderstand the #energy transition as a "tree hugging" dynamic. Large corporates are adopting clean energy solutions bc of their better economics vs fossil fuels. See #shipping now !!! reuters.com/business/energ…

The #steel industry is electrifying too. Initially a #hard-to -abate sector,but now a straightforward journey in which scrap is key. Now 43% of planned steelmaking capacity is based on electric arc furnace technology, up 68% in 1 year! carbonbrief.org/steel-industry…

energymonitor.ai/renewables/wee…

The rise of electric vehicles means gasoline demand in China peaks this year. It's all downhill from here. My latest: bloomberg.com/news/newslette…

Climate #litigation. An increasing risk for companies and shareholders in the form of damages for specific weather events or creation of mitigation funds for future disasters. Precedents exist nytimes.com/2023/09/15/bus…

#Investors love policy uncertainty. Forget any #battery gigafactory, industrial plant or green jobs... bbc.co.uk/news/uk-politi…

The CEO of Denmark's #hydrogen refueling network: "We can’t justify throwing more money at subsidising hydrogen alone”. IMO the battle between #H2 vs. #EV was settled in 2017 when the world reached 1 M sales. This news is just the nail in the coffin. hydrogeninsight.com/transport/hydr…

Cheap #EV will not come from #battery cost reductions alone. It will come from engineering progress in the entire vehicle including the integration of the battery into the body & reducing number of pieces to assemble. Once again, Tesla at the forefront qz.com/tesla-is-exper…

rmi.org/the-eight-dead…

If the West limits imports of hyper cost competitive Chinese #EV & #batteries, China blocks exports of the very materials to make both. Geopolitical games in the #energy transition just starting... euractiv.com/section/econom…

"Excellence is never an accident. It is always the result of high intention, sincere effort, and intelligent execution; it represents the wise choice of many alternatives - choice, not chance, determines your destiny" - Aristotle

To #battery experts: is it really possible in 2024 #EV LFP cells selling at under $60 kWh in China?!! cnevpost.com/2024/01/17/bat…

The cost of compliance with Euro 7 is going to be expensive for carmakers...The view of ACEA is that this is going to hurt the auto sector. The view of investors is probably...this is another incentive to transition quickly to #EV as PRICE parity is closing even more!

'Too expensive' | #US regulators drop #hydrogen co-firing from power plant decarbonisation plan #H2 likely to cost more in 2030 than we originally thought, says U.S. EPA #greenhydrogen #bluehydrogen #cleanhydrogen #emissionsreduction #decarbonization hydrogeninsight.com/policy/too-exp…

The hardcore reality with #EU & #USA new clean technology projects is that #China has already experienced MULTIPLE times over the effects of Wright's Law on its factories (cost decrease every doubling of cumulative production) reuters.com/business/autos…

En el estreno de "Un año de dificil" de A Contracorriente . Ninguna duda de que va a ser una gran peli !

Iberia discrimina a padres con babes condenandolos a ir al fondo del avion sin acceso a asientos XL (aun estando dispuestos a pagar). No es aceptable. Es un discriminacion Defensor del Pueblo EL PAÍS España okdiario.com. Reserva: PFSM2

Todo solucionado, los padres SI pueden viajar con sus bebes en cualquier parte del avion, incluido en asientos XL donde los papas tamaño XL iran mas cómodos. Iberia funciona de maravilla, gracias