"On ne sait pas ensuite où va le #GNL, il est possiblement exporté en #Allemagne", pays qui ne comptait aucun terminal avant 2022 et dont la capacité d'import reste deux fois inférieure à celle de la #France.❞
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Entre 2023 et 2024 la #France a versé 2,68 milliards d'euros à la #Russie pour son #GNL (source #IEEFA).
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「エネルギー強化により、 #小型モジュラー #リアクター に巨大な現実性チェックを与える」： The Register
「 #SMR は安価でも、迅速でも、信頼性もありません。
これらのコストに加えて、 #IEEFA の調査では、これまでに建設された SMR はどれも、提案されている建設スケジュールにほぼ間に合わないことを指摘しています。 ロシアの2基は3年で建設されるはずだったが、どちらも13年かかった。中国の石島湾SMRは4年プロジェクトと見積もられていたが12年かかった一方、アルゼンチンで進行中のCAREM 25も4年プロジェクトとして提案された。開発には1年かかりましたが、これまでに13年かかりました。 」
小型モジュール炉が次世代原子炉でこれを導入しようとする動きは国内にあるが、とても評価できるものではないし、脱炭素の工程表に間に合うようなものではない。
導入を叫ぶ奴がいたら、この記事で撃破しよう。
https://www.theregister.com/2024/06/03/small_modular_reactor_criticism/
Gas demand in Europe has experienced a significant decline, dropping by 20% over the past 2 years since the Russian-Ukrainian war, according to the Institute for Energy Economics and Financial Analysis (IEEFA). Last year, Europe's gas consumption reached its lowest in a decade, reflecting a shift towards efficiency measures and a greater reliance on renewable energy sources. The decline in gas demand was particularly notable in Germany, Italy, and the UK. #gasdemand #Europe #efficiency #IEEFA
"Die aktuellen Pläne laufen auf eine Importkapazität von jährlich bis zu 400 Milliarden Kubikmeter #Erdgas pro Jahr hinaus, schreibt das Institute for Energy Economics and Financial Analysis (#IEEFA). Das wären 250 Milliarden Kubikmeter Erdgas mehr als nötig" #LNG
https://www.heise.de/news/Europa-baut-laut-Studie-zu-viele-LNG-Terminals-8116389.html
A price cap of $7/GJ for domestic gas allows for all gas fields in eastern Australia to make profits over and above a return on equity, with some gas fields highly profitable at this level.
The Australian government has instead chosen $12/GJ as the gas capped price.
#IEEFA's LNG/gas analyst Bruce Robertson says $12/GJ is simply not reasonable and is 70% above a fair price.
Read his report here https://ieefa.org/resources/whats-fair-price-domestic-gas-12-gigajoule-too-high
#gas #oilandgas #energy #climate #energytransition #renewableenergy #Australia #electricity #companies #investors #insurance #risk #grid #banks #utilities #mining #exploration
Adani’s Carmichael coal mine is not alleviating energy poverty in South Asia, it’s making it worse.
New #IEEFA report by Simon Nicholas.
https://ieefa.org/resources/carmichael-coal-not-reducing-poverty-south-asia
#coal #energy #mining #india #Adani #australia #bangladesh #energytransition #energysecurity #power #electricity #tariffs #godda #powerplant #poverty #Asia #climate #finance #investors #esg #carmichael #queensland #Jharkhand #southasia
NEW ANALYSIS: The approval for the #UK's new Cumbria coal mine makes little sense.
The assumption the mine will meet demand from the steel industry runs counter to leading steel firms attempts to deploy new clean production technologies.
Little of the new coal will be used by UK steelmakers, who are making it clear they want government support to transition away from coal in order to remain competitive.
If the UK government wants to maintain a domestic primary steelmaking capacity, it will need to provide financial support to the major producers to transition, undermining the rationale for the mine’s approval.
It already seems clear that little of the coal from the new #Cumbria mine will be used by the UK steel industry.
But if the government moves to support the steel sector’s transition away from coal – as #Europe is already doing – then approval for the new coal mine makes even less sense.
New from #IEEFA https://ieefa.org/resources/uks-new-mine-approval-comes-steelmakers-are-accelerating-shift-away-coking-coal
#energy #climatechange #investing #news #media #climate #finance #investment #energytransition #steel #greensteel #coal #mining #producers #sustainability #australia
NEW: Today was a significant day for rebuilding Australia’s electricity system to become more reliable, affordable and less polluting.
New analysis by #IEEFA.
#energy #electricity #renewableenergy #invest #investors #capacity #energytransition #climate #climatechange #coal #gas #oilandgas #minister #government #Australia #sustainability #leadership #analysis #news
Glencore abandons plans for a coal mine in Australia
...citing global uncertainty and its plans to phase out emissions.
#news #media #energy #coal #climate #climatechange #emissions #pollution #mining #energytransition #steel #finance #investors #Australia #UK #EU #Asia #glencore #ieefa
A massive transition has occurred in the U.S. electric power system in the past 3 years.
Wind and solar have more than matched the growth in U.S. generation, and are pushing fossil fuels—especially coal—off the grid.
New #IEEFA report.
#energy #climate #climatechange #fossil #fossilfuels #investment #investors #finance #solar #wind #turbine #grid #electricity #USA #coal #gas #oilandgas #energytransition #power #EnergyCrisis #analysis #analyst #generation
ARGH: Vanguard has just pulled out of the Net Zero Asset Manager initiative.
Looks like #Vanguard, with about $7 trillion in global assets under management in 2021 - yes you read that right - was never serious about taking climate action.
...as #IEEFA pointed out in this 2021 report "Vanguard Group: Passive about climate change' https://ieefa.org/resources/vanguard-group-passive-about-climate-change
Vanguard lags its peers on climate.
https://www.ft.com/content/48c1793c-3e31-4ab4-ab02-fd5e94b64f6b
#climate #climatechange #sustainability #finance #investors #investing #investment #passive #laggard #energy #energytransition #sharemarket #stocks #shareholders #stockmarket #news #media #netzero #coal #fossilfuels #climaterisk #news #media #analyst #UK #europe #USA #asia #australia
BREAKING: First UK coal mine in decades approved.
Minister states he is "satisfied that there is currently a UK and European market for the coal".
However, as #IEEFA's steel analyst Simon Nicholas notes, the #steel technology transition away from coal has accelerated in #Europe in 2022.
Poor decision.
https://www.bbc.com/news/uk-politics-63892381
#finance #energy #transition #cokingCoal #coal #greensteel #investors #investment #climate #climatechange #UK #news #media #emissions #sustainability
There's been a lot of talk about introducing a gas reservation policy on the east coast of #Australia. It should be done - as over 70% of gas produced on the east coast of Australia is exported - but at what price?
#IEEFA suggests domestic gas should be capped at $7/gigajoule and not the $12 currently being touted.
$12/GJ for gas is just gifting the gas cartel super profits for the majority of their production - to the detriment of Australian energy consumers.
A new report by #LNG/gas #analyst Bruce Robertson.
https://ieefa.org/resources/whats-fair-price-domestic-gas-12-gigajoule-too-high
#energy #oilandgas #naturalgas #gasprices #climate #profit #media #news #government #policy
For projects like Barossa, Santos' partners will be looking very, very closely at whether they actually decide to proceed with this.
The ruling would influence investor confidence in the project, as well as others on the Australia's north-west shelf.
- LNG/gas analyst, Bruce Robertson, #IEEFA
Report by #ABC
https://www.abc.net.au/news/2022-12-04/nt-explainer-santos-federal-court-loss-barossa-gas/101730568
#news #oilandgas #gas #Australia #TO #Tiwi #santos #finance #investors #climate #climatechange #risk #renewableenergy #media #emissions #energy #mining #law
BREAKING - Massive gas project rejected by Federal court
Gas giant #Santos has LOST its bid to restart drilling at the A$4.7 billion #Barossa offshore gas project in Australia.
Santos previously described the Barossa project as the biggest oil and gas investment in Australia in a decade.
Today's decision sends a message to all gas companies.
Reporting by ABC: https://www.abc.net.au/news/2022-12-02/nt-santos-loses-appeal-barossa-tiwi-island/101726772
#climate #climatechange #gas #australia #japan #southkorea #korea #darwin #tiwi #media #news #breakingnews #energy #mining #exploration #ieefa #oilandgas #pipeline #law #court #environment
While China’s ambition to green its financial market has been making significant progress, investors should remain cautious as not all onshore green bonds play by the same rules.
Enterprise green bonds, issued by state-owned enterprises, have yet to apply Green Bond Principles.
A new analysis by #IEEFA's Christina Ng.
#China #sustainability #investing #finance #bonds #GreenBonds #Asia #green #climate #taxonomy #EU #bank #energy #coal #oil #gas #hydrogen
FREE #IEEFA WEBINAR - Unaffordable power: why governments need to tackle monopoly network super profits
WHEN - 1 December 2022, 12:00 - 1:00 PM (AEDT)
REGISTER - https://smartenergy-org-au.zoom.us/webinar/register/WN_LLgVjZWRSgCJuMywBc6PnA?t=1669700342216
#auspol #electricity #EnergyCrisis
#australia #finance #investing #asia #profits #energy #grid #network #Energypolicy #transmission #webinar
https://smartenergy-org-au.zoom.us/webinar/register/WN_LLgVjZWRSgCJuMywBc6PnA?t=1669700342216
At this stage of the climate crisis, it's a necessity for every country to transition away from fossil fuels.
- #IEEFA's Elrika Hamdi
https://www.scidev.net/asia-pacific/news/weaning-south-east-asia-away-from-fossil-fuels/
#asia #SouthEastAsia #EU #UK #US #India #climatecrisis #energy #finance #banks #mining #exploration #coal #gas #oilandgas #green #sustainability
The coal, oil and gas sectors have lost their financial rationale.
From a structural standpoint, two economies are emerging—one based on fossil fuels and one based on sustainability—that cooperate and conflict but ultimately integrate into one fragile, changing energy system.
In this, climate change is increasingly acknowledged and seen as a financial risk.
This fact, in addition to global competition, should have institutional investors questioning the need to invest in fossil fuels at all.
A recent #IEEFA report that's worth the read!
#divestment #investment #banks #finance #sustainability #StrandedAssets #insurance #renewableenergy #climatechange #coal #gas #oilandgas #
Solar generation helped avoid billions in costs for seven Asian countries in the first half of 2022 alone.
That means in the wake of soaring fossil fuel prices, solar power is already contributing to meeting #electricity demand in Asia and enhancing energy security.
#Solar power is expected to continue to exponentially increase at an average annual growth rate of 22% until 2030 across five key #Asian economies: #China, #India, the #Philippines, #Japan and #Indonesia.
A new report by #IEEFA #CREA and #Ember.
https://ieefa.org/resources/sunny-side-asia #energy #renewableenergy #asean #apac #green #climate #climatechange #finance
