China’s coal utilisation has been declining over the past two decades as rapid #wind and #solar expansion pushes coal to a flexible role ☀️🌪️
China's coal capacity utilisation peaked at around 75% in 2005 📉
ember-energy.org/lat...
China seems to have achieved a breakthrough in converting old oil pipelines to transport carbon. The transport cost in CCUS may get cheaper as it's reported as "replicable and scalable".
Green gambit sees China turn old oil pipeline into new carbon highway
sc.mp/twarc?utm_so... via @scmpnews
"The price surge means silver now makes up about 26 per cent of the cost of making a solar module, compared with just 3 per cent three years ago, according to Jenny Chase, lead solar analyst at BloombergNEF." @solarchase.bsky.social
Just what these players need.
giftarticle.ft.com/giftarticle/...
Great episode by @akshatrathi.bsky.social and @kingsmillbond.bsky.social from Zero podcast.
Anyone can build electrostate. “Fossil fuels enable you to power over others. Electrostate technologies allow you to have power over yourself”.
podcasts.apple.com/jp/podcast/z...
I wonder if the consolidation would happen to other heavy industries in Japan..
asia.nikkei.com/business/mar...
Climate change and declining physical activity could cost the global sports industry $1.6 trillion by 2050, according to a new report from the World Economic Forum: www.nytimes.com/athletic/696...
Do you like charts? Oh yes you do. I've just published hundreds of them, as I do every year. www.nathanielbullard.com/presentations
I was somewhat excited about the news this morning about the possible restart of Tepco's KK reactors, but the update below suggests it may take a while still. #Japan #Nuclear @shokooda.bsky.social @bloomberg.com
www.bloomberg.com/news/article...
Who’s coming in to reform all the energy policy to fix the level playing field for renewables vs coal is very important in 2025. Plus, I wonder any big voice for clean power from nickel industry in the country.
Indonesia’s ambition to quit coal hinges on policy reforms on.ft.com/40iQlZs
Japan passenger EV sales in 2024: 59,736.
Down 33% year-on-year.
EV sales share in Japan: <2%.
asia.nikkei.com/Business/Aut...
Japan may import green hydrogen and ammonia from South Africa.. 🇿🇦 ➡️ 🇯🇵
Mitsui and Itochu are mentioned in the article ⬇️
South African Energy Minister Courts Hydrogen Investors in Japan www.bloomberg.com/news/article...
First, you're going to want to follow Yayoi.
Second, you're really, really going to want to see this report, so follow its author @evelinastoikou.bsky.social.
Lithium-ion battery price survey results: volume-weighted average pack prices, all sectors. $1436 per kWh in 2010. $115 per kWh in 2024. Source: BloombergNEF
Bloomberg's 2024 Lithium-Ion Battery Price Survey is just out. It reports that the average cost of a lithium-ion battery pack is down 20% from 2023 to $115 per kWh. #EVs #batteries
23917781.fs1.hubspotusercontent-na1.net/hubfs/239177...
Curious to know how they came up with these numbers, 30-40% fossil fuels, 40-50% renewables, 20% nuclear by 2040 🇯🇵
Details to be revealed next week as per Mainichi newspaper.
HUGE OFFSHORE WIND NEWS
🤝 BP and Japan’s Jera will combine offshore wind businesses
💰 The new venture will include investments of up to $5.8 billion in projects by 2030
⚠️ BP’s offshore wind business had been struggling these last few years
www.bloomberg.com/news/article...
It’ll be huge!
GPIF on impact investment.
www.newprivatemarkets.com/how-japans-g...
ASEAN has the opportunity to deliver secure and affordable electricity through renewables and regional grids.
Investing in interconnectors—which are highways for clean power—can unlock the complementarity of solar and wind ☀️🌪️
ember-energy.org/lat...
NEW | Indonesia needs to CUT 3 GW of coal ANNUALLY to deliver on its 2040 coal phase-out pledge announced at #G20 ✂️
🇮🇩 would also need to add 8 GW of renewables each year to meet growing electricity demand as it phases out coal.
ember-energy.org/lat...
This is a must listen! I truly enjoyed the episode of @mliebreich.bsky.social and @azeem.bsky.social .
脱炭素技術、クリーンテックの成長と今後の展望に興味のある方は、絶対に聞いた方が良いポッドキャスト Cleaning Up. 中でもこのエピソードは面白いです。New Energy Financeの創設者とExponential Viewの筆者で投資家の2人の会話、勉強になります
Yes, that’s why I can’t get too excited about the green bonds.
I’m interested to know how it’s helping greening the economy.
Japan's proposed NDC target was put in question as it's not aligned with the 1.5C pathway. But, how it's decided was criticised by one of the committee members. The meeting kept on without discussing the matter. The whole conversation was broadcasted on youtube. www.youtube.com/live/TY5i4Hk...
