What do battery metals, platinum group metals and global decarbonisation have in common? Join our panel at the Mining Indaba Virtual this Wednesday, where I share BloombergNEF's view on these. #lithium #nickel #cobalt #manganese #graphite #PGMs #hydrogen miningindaba.com/Home

The flip-flopping by the EU on the AZ vaccine is ridiculous and shows how broken these institutions have become. They have no basic knowledge of science or statistics, yet they have the power to decide who/where/when/how during a pandemic. Mind boggling...

Despite all the commotion, we think #Suez Canal blockage has little risk for #LNG markets. Read more on bloom.bg/3rwsNx7 Bloomberg Terminal #ONGT

We've chosen 12 innovative companies as the 2021 #BNEFPioneers. Congratulations to all of our winners! Ontruck @CemvitaFactory 75F Pachama @Pyrowavetechno QLM Technology Convoy Pivot Bio @planetlabs ECOncrete Nautilus Labs powered by Danelec & Via Separations bloom.bg/3cYaIDN

The Gulf of Mexico is literally on fire because a pipeline ruptured

At PPC S.A. we welcome the #Fitfor55 package and the compelling vision it offers for accelerating progress towards a #zerocarbonworld. As the leading utility in Greece, we are fully committed to the fight against climate crisis and the initiatives the #F…lnkd.in/dfkG2Dt

Just published! 🚨 Check out the new e-book: The Journey to #NetZero: 12 perspectives from the frontline of the #energytransition in Europe, based on the FSR Podcast Series #NetZero by Joana Freitas Jessica Dabrowski & Samuel Silva. ➡️fsr.eui.eu/publications/?…

4)The good news is that there *is* a path to safety if we cut emissions bloomberg.com/news/features/… Bloomberg Green

What in the hell were these people thinking? Happened in Luling, Texas.

Fabulous thread on International Energy Agency's #WEO2021 which came out today. TLDR: we are at our near peak emissions (I said in 2008 we could see a peak by 2020) and the pledges announced ahead of #COP26 would get us close to the Paris Agreement's higher 2C target. More to do, but we're winning!

The price of solar power is falling, but there isn't enough of it being deployed. By speeding up investment in solar power, Bloomberg Philanthropies's partnership with International Solar Alliance will help curb carbon emissions while spurring economic growth & creating jobs. bloombg.org/3lTgsmQ

Poland's total solar capacity on September 30, 2021 was 894MW up from 5,232MW reported on June 30, 2021. The "prosumer" generous net metering expires at the start of next year, so if I've understood this right we could have an old-style deadline rush ongoing now.

2021’s volume-weighted battery pack price is $132/kWh, BloombergNEF 2010: $1,220/kWh 2011: $946/kWh 2012: $744/kWh 2013: $684/kWh 2014: $606/kWh 2015: $393/kWh 2016: $302/kWh 2017: $226/kWh 2018: $185/kWh 2019: $161/kWh 2020: $140/kWh 2021: $132/kWh #battchat #energytwitter

All of this happened in greater China this week. A thread. 1/10

My CFA training made me naturally biased to value style investing. One way of determining the value of a stock was the dividend discount model, which essentially added up the discounted future cash flows and compared it to the current price.

It's Pioneers day! Today we BloombergNEF are announcing our 12 BNEF Pioneers for 2022. about.bnef.com/blog/bloomberg…

Our latest Levelized Cost of Electricity figures are out! Renewables and storage costs have risen year-on-year as much as 14%, due to supply chain challenges and rising input costs. But you should see the other guy... Read more: about.bnef.com/blog/cost-of-n…

The road to sub $100kWwh pack price for batteries will hinge mostly on cell design, chemistry change and raw material prices. Volkswagen Group's recent announcement helps put that in perspective.

Today, BloombergNEF published its annual #CCS Market Outlook. The tl:dr is that, based on current announcements, CCS capacity is set to grow 6x by 2030. That’s 44% higher than what we expected last year. And it’s before you take #IRA into account. 🧵 with some key results:

🚨MPs FOR HIRE: a Led By Donkeys undercover investigation🚨 Watch the trailer…