Aleksi Lumijärvi
@lumijarvialeksi.bsky.social
#EnergyTransition #Climate #Investment #Finance #Impact #Nature #Outdoor #Sports #Music not writing a book
#Germany boosting investment - esp #EV from passenger cars to heavy-duty, machinery and R&D - with corporate income and other tax rebates amounting to ~€10bn/a, and with accelerated depreciation, amounting to ~€20bn/a in postponed taxation by the end of the decade.
www.tagesschau.de/wirtschaft/u...
www.tagesschau.de/wirtschaft/u...
Klingbeil plant umfassende Entlastungen für Unternehmen
Um die Wirtschaft anzukurbeln, plant das Finanzministerium, Unternehmen finanziell zu entlasten. Nach Informationen des ARD-Hauptstadtstudios geht es um Kaufanreize für Elektrofahrzeuge und schrittwei...
www.tagesschau.de
June 1, 2025 at 8:34 AM
#Germany boosting investment - esp #EV from passenger cars to heavy-duty, machinery and R&D - with corporate income and other tax rebates amounting to ~€10bn/a, and with accelerated depreciation, amounting to ~€20bn/a in postponed taxation by the end of the decade.
www.tagesschau.de/wirtschaft/u...
www.tagesschau.de/wirtschaft/u...
Dieseleistä akkuihin
Hyvä esimerkki sähköistymistrendistä ja perinteisten suomalaisten yritysten mahdollisuuksista vihreässä siirtymässä
“Aluksen voimanlähteenä on 250 tonnia painava akusto ja sähkön varastointijärjestelmä, jonka on rakentanut suomalaisyhtiö Wärtsilä.”
yle.fi/a/74-2015942...
Hyvä esimerkki sähköistymistrendistä ja perinteisten suomalaisten yritysten mahdollisuuksista vihreässä siirtymässä
“Aluksen voimanlähteenä on 250 tonnia painava akusto ja sähkön varastointijärjestelmä, jonka on rakentanut suomalaisyhtiö Wärtsilä.”
yle.fi/a/74-2015942...
Maailman suurin sähkökäyttöinen laiva laskettiin vesille – akut suomalaisyhtiöltä
Uutiset nopeasti ja luotettavasti.
yle.fi
May 4, 2025 at 4:21 AM
Dieseleistä akkuihin
Hyvä esimerkki sähköistymistrendistä ja perinteisten suomalaisten yritysten mahdollisuuksista vihreässä siirtymässä
“Aluksen voimanlähteenä on 250 tonnia painava akusto ja sähkön varastointijärjestelmä, jonka on rakentanut suomalaisyhtiö Wärtsilä.”
yle.fi/a/74-2015942...
Hyvä esimerkki sähköistymistrendistä ja perinteisten suomalaisten yritysten mahdollisuuksista vihreässä siirtymässä
“Aluksen voimanlähteenä on 250 tonnia painava akusto ja sähkön varastointijärjestelmä, jonka on rakentanut suomalaisyhtiö Wärtsilä.”
yle.fi/a/74-2015942...
Interesting, not unexpected.
With the Chinese CO2 emissions plateauing we’ll see the global CO2 emissions entering the terminal decline phase.
With the Chinese CO2 emissions plateauing we’ll see the global CO2 emissions entering the terminal decline phase.
March 21, 2025 at 6:48 AM
Interesting, not unexpected.
With the Chinese CO2 emissions plateauing we’ll see the global CO2 emissions entering the terminal decline phase.
With the Chinese CO2 emissions plateauing we’ll see the global CO2 emissions entering the terminal decline phase.
Samoilla linjoilla Energiateollisuus ry:n @energiateollisuus.bsky.social kanssa.
Mielestäni yhden valitun toimijan ydinvoimahankkeen massiivinen tukeminen vuosikymmenien ajan veronmaksajien rahoilla on kuolleena syntynyt ajatus varsinkin tässä maailmantilanteessa.
www.hs.fi/talous/art-2...
Mielestäni yhden valitun toimijan ydinvoimahankkeen massiivinen tukeminen vuosikymmenien ajan veronmaksajien rahoilla on kuolleena syntynyt ajatus varsinkin tässä maailmantilanteessa.
www.hs.fi/talous/art-2...
Energia | Energiateollisuus tyrmää ydinvoiman hintatuen: ”Vaikutuksiltaan arvaamaton”
Vaikka pian väistyvä ilmastoministeri Kai Mykkänen (kok) vaati ydinvoimalle hintatukea, Energiateollisuuden mukaan sellaista ei valtionhallinnossa varsinaisesti valmistella. Toimitusjohtaja Leskelän m...
www.hs.fi
January 15, 2025 at 6:57 PM
Samoilla linjoilla Energiateollisuus ry:n @energiateollisuus.bsky.social kanssa.
Mielestäni yhden valitun toimijan ydinvoimahankkeen massiivinen tukeminen vuosikymmenien ajan veronmaksajien rahoilla on kuolleena syntynyt ajatus varsinkin tässä maailmantilanteessa.
www.hs.fi/talous/art-2...
Mielestäni yhden valitun toimijan ydinvoimahankkeen massiivinen tukeminen vuosikymmenien ajan veronmaksajien rahoilla on kuolleena syntynyt ajatus varsinkin tässä maailmantilanteessa.
www.hs.fi/talous/art-2...
Tämä oli kyllä nyt jo vähän liikaa ottaen huomioon vaatimattomat uhraukseni säiden jumalille ja Espoon liikunta ja urheilu -tulosyksikölle ☀️❄️😎
January 12, 2025 at 12:22 PM
Tämä oli kyllä nyt jo vähän liikaa ottaen huomioon vaatimattomat uhraukseni säiden jumalille ja Espoon liikunta ja urheilu -tulosyksikölle ☀️❄️😎
I gave a presentation on this back in 2022 already: US banks and asset manangers backing off from Net-zero targets as the hype cycle was reversed. Back then my message was "will be backing off", in the past two years it has become a fact backed by empirical evidence.
nypost.com/2025/01/07/b...
nypost.com/2025/01/07/b...
Exclusive | BlackRock may exit woke business climate group Net Zero Alliance as backlash over ESG investing widens
Larry Fink had evangelized on the need to use the company’s investing might to force corporations to reduce their carbon footprint.
nypost.com
January 8, 2025 at 11:39 AM
I gave a presentation on this back in 2022 already: US banks and asset manangers backing off from Net-zero targets as the hype cycle was reversed. Back then my message was "will be backing off", in the past two years it has become a fact backed by empirical evidence.
nypost.com/2025/01/07/b...
nypost.com/2025/01/07/b...
Niinpä:
”Suureksi varautumisen ihmemaaksi itsensä nimeämä Suomi ei ole ollut ihan maineensa veroinen. Talouspolitiikka ei ole ollut varautuvaa eikä uutta luovaa. Suomi on vanhaa suojeleva, myötäsyklinen maa, jolle hyvät ajat ovat vaikeita. Säästää täällä kyllä osataan.”
www.hs.fi/paakirjoituk...
”Suureksi varautumisen ihmemaaksi itsensä nimeämä Suomi ei ole ollut ihan maineensa veroinen. Talouspolitiikka ei ole ollut varautuvaa eikä uutta luovaa. Suomi on vanhaa suojeleva, myötäsyklinen maa, jolle hyvät ajat ovat vaikeita. Säästää täällä kyllä osataan.”
www.hs.fi/paakirjoituk...
Kolumni | Suomen taloudella on takanaan loistava tulevaisuus
Nokia ja Venäjä olivat Suomen päättäjille hieman samankaltaisia asioita: niissä ei haluttu nähdä riskejä.
www.hs.fi
January 8, 2025 at 6:14 AM
Niinpä:
”Suureksi varautumisen ihmemaaksi itsensä nimeämä Suomi ei ole ollut ihan maineensa veroinen. Talouspolitiikka ei ole ollut varautuvaa eikä uutta luovaa. Suomi on vanhaa suojeleva, myötäsyklinen maa, jolle hyvät ajat ovat vaikeita. Säästää täällä kyllä osataan.”
www.hs.fi/paakirjoituk...
”Suureksi varautumisen ihmemaaksi itsensä nimeämä Suomi ei ole ollut ihan maineensa veroinen. Talouspolitiikka ei ole ollut varautuvaa eikä uutta luovaa. Suomi on vanhaa suojeleva, myötäsyklinen maa, jolle hyvät ajat ovat vaikeita. Säästää täällä kyllä osataan.”
www.hs.fi/paakirjoituk...
Reposted by Aleksi Lumijärvi
In January 2024 we expected 2024 solar new build to be about 513GW(DC). Now we think it was about 599GW (DC).
Mind you there is still 65GW of buffer in that to cover analyst cowardice. I expect it'll mostly turn up in identifiable markets, though.
Mind you there is still 65GW of buffer in that to cover analyst cowardice. I expect it'll mostly turn up in identifiable markets, though.
January 6, 2025 at 3:07 PM
In January 2024 we expected 2024 solar new build to be about 513GW(DC). Now we think it was about 599GW (DC).
Mind you there is still 65GW of buffer in that to cover analyst cowardice. I expect it'll mostly turn up in identifiable markets, though.
Mind you there is still 65GW of buffer in that to cover analyst cowardice. I expect it'll mostly turn up in identifiable markets, though.
A great article on why batteries will have much more fundamental and faster impact on the energy transition than generally understood
In short, it will dramatically increase the value of wind and solar and lead to a faster than expected decline in oil consumption
cleantechnica.com/2024/12/24/w...
In short, it will dramatically increase the value of wind and solar and lead to a faster than expected decline in oil consumption
cleantechnica.com/2024/12/24/w...
What Are The Implications Of $66/kWh Battery Packs In China? - CleanTechnica
China's battery packs plummet in price again. Hydrogen prices didn't decline and BNEF triples its estimates for future costs. The implications are huge.
cleantechnica.com
January 4, 2025 at 11:48 AM
A great article on why batteries will have much more fundamental and faster impact on the energy transition than generally understood
In short, it will dramatically increase the value of wind and solar and lead to a faster than expected decline in oil consumption
cleantechnica.com/2024/12/24/w...
In short, it will dramatically increase the value of wind and solar and lead to a faster than expected decline in oil consumption
cleantechnica.com/2024/12/24/w...
TL;DR but my wild guess:
Too expensive and cannot be delivered to where it’s needed?
www.bloomberg.com/news/article...
Too expensive and cannot be delivered to where it’s needed?
www.bloomberg.com/news/article...
Why Almost Nobody Is Buying Green Hydrogen
The vast majority of projects don’t have a single customer stepping up to buy the fuel.
www.bloomberg.com
January 1, 2025 at 9:11 PM
TL;DR but my wild guess:
Too expensive and cannot be delivered to where it’s needed?
www.bloomberg.com/news/article...
Too expensive and cannot be delivered to where it’s needed?
www.bloomberg.com/news/article...
Reposted by Aleksi Lumijärvi
Hi Katharine, here s my selection from a pack i had started on the heels of COP29 go.bsky.app/7XWyfpw
December 31, 2024 at 9:21 AM
Hi Katharine, here s my selection from a pack i had started on the heels of COP29 go.bsky.app/7XWyfpw
Reposted by Aleksi Lumijärvi
I'm currently building a starter pack on a critical topic: the role of finance in driving climate resilience, mitigation, and a circular economy.
Investors, financial experts, development banks, researchers, innovators: who’s leading the charge in this space? Give me your top recommendations!
Investors, financial experts, development banks, researchers, innovators: who’s leading the charge in this space? Give me your top recommendations!
December 31, 2024 at 1:12 AM
I'm currently building a starter pack on a critical topic: the role of finance in driving climate resilience, mitigation, and a circular economy.
Investors, financial experts, development banks, researchers, innovators: who’s leading the charge in this space? Give me your top recommendations!
Investors, financial experts, development banks, researchers, innovators: who’s leading the charge in this space? Give me your top recommendations!
Who could have imagined?
Two weeks into the operation of hydrogen trains and 🥁
They have run out of hydrogen
Who could POSSIBLY have imagined this*?
* - yeah, well, anyone who has had half an eye on this could have foreseen this
They have run out of hydrogen
Who could POSSIBLY have imagined this*?
* - yeah, well, anyone who has had half an eye on this could have foreseen this
December 28, 2024 at 10:41 AM
Who could have imagined?
(Quite some) way to go
December 27, 2024 at 8:40 PM
(Quite some) way to go
Reposted by Aleksi Lumijärvi
Breaking News: Finland seized an oil tanker it suspected of involvement in damaging undersea cables and suggested it could be part of a Russian shadow fleet.
Finland Seizes Ship After Undersea Cable Is Cut
The country’s prime minister said the incident, the latest in a series of disruptions to undersea infrastructure, underscored the danger of a so-called Russian shadow fleet.
www.nytimes.com
December 26, 2024 at 5:19 PM
Breaking News: Finland seized an oil tanker it suspected of involvement in damaging undersea cables and suggested it could be part of a Russian shadow fleet.
Reposted by Aleksi Lumijärvi
The Eagle S was seized and boarded by Finnish authorities on Thursday, a day after the Estlink 2 subsea electricity cable in the Gulf of Finland was disconnected www.ft.com/content/0c20...
December 26, 2024 at 6:53 PM
The Eagle S was seized and boarded by Finnish authorities on Thursday, a day after the Estlink 2 subsea electricity cable in the Gulf of Finland was disconnected www.ft.com/content/0c20...
Don’t get me wrong: nuclear is safe, environmentally friendly, resource-efficient and relatively reliable form of power generation.
But also an uninvestable one.
I don’t oppose purely commercial nuclear power projects which do not ask taxpayers to subsidise production costs and bear the risks.
But also an uninvestable one.
I don’t oppose purely commercial nuclear power projects which do not ask taxpayers to subsidise production costs and bear the risks.
France's new nuclear power plant at Flamanville connected to the grid, 17 years after start of construction. The announced construction time back in 2007 was 4.5 years. www.reuters.com/business/ene...
France adds first nuclear reactor in 25 years to grid
France connected the Flamanville 3 nuclear reactor to its grid on Saturday morning, state-run operator EDF said, in the first addition to the country's nuclear power network in 25 years.
www.reuters.com
December 22, 2024 at 9:58 AM
Don’t get me wrong: nuclear is safe, environmentally friendly, resource-efficient and relatively reliable form of power generation.
But also an uninvestable one.
I don’t oppose purely commercial nuclear power projects which do not ask taxpayers to subsidise production costs and bear the risks.
But also an uninvestable one.
I don’t oppose purely commercial nuclear power projects which do not ask taxpayers to subsidise production costs and bear the risks.
A very good point, probably applies to many other countries too, including my own.
December 15, 2024 at 9:47 AM
A very good point, probably applies to many other countries too, including my own.
Reposted by Aleksi Lumijärvi
Have you already had a look at these European energy experts? Would be great to have a thriving #EnergySky here!
If you think this pack is useful, please repost.
go.bsky.app/PvYmi78
Suggestions still welcome, too.
If you think this pack is useful, please repost.
go.bsky.app/PvYmi78
Suggestions still welcome, too.
December 11, 2024 at 9:43 PM
Have you already had a look at these European energy experts? Would be great to have a thriving #EnergySky here!
If you think this pack is useful, please repost.
go.bsky.app/PvYmi78
Suggestions still welcome, too.
If you think this pack is useful, please repost.
go.bsky.app/PvYmi78
Suggestions still welcome, too.
About time to ditch the “but what about China” whataboutism and adopt a new “how do we catch up with China” narrative.
#renewables, #batteries, #electrification of end uses megatrend - things have turned upside down, wake-up time folks.
#renewables, #batteries, #electrification of end uses megatrend - things have turned upside down, wake-up time folks.
Who leads the global electrification race?
China has electrified more than 25% of its final energy use and overtaken the US and Europe.
Source is rmi.org/insight/insi...
China has electrified more than 25% of its final energy use and overtaken the US and Europe.
Source is rmi.org/insight/insi...
December 14, 2024 at 9:29 AM
About time to ditch the “but what about China” whataboutism and adopt a new “how do we catch up with China” narrative.
#renewables, #batteries, #electrification of end uses megatrend - things have turned upside down, wake-up time folks.
#renewables, #batteries, #electrification of end uses megatrend - things have turned upside down, wake-up time folks.
Reposted by Aleksi Lumijärvi
Ps. Tässä @LumijarviAleksi n erittäin hyvä purku vastaavan ”mutta valtio ei osaa valita voittajia”-selkäydinreaktion tiimoilta.
https://climatefinancedotblog.wordpress.com/2020/02/23/ideologista-varjonyrkkeilya-valtion-ilmastorahasto-vs-suomen-talousviisaat/
https://climatefinancedotblog.wordpress.com/2020/02/23/ideologista-varjonyrkkeilya-valtion-ilmastorahasto-vs-suomen-talousviisaat/
Ideologista varjonyrkkeilyä: Valtion ilmastorahasto vs. S...
Suomen hallituksen esittämä valtion ilmastorahasto on puh...
climatefinancedotblog.wordpress.com
December 2, 2024 at 4:04 PM
Ps. Tässä @LumijarviAleksi n erittäin hyvä purku vastaavan ”mutta valtio ei osaa valita voittajia”-selkäydinreaktion tiimoilta.
https://climatefinancedotblog.wordpress.com/2020/02/23/ideologista-varjonyrkkeilya-valtion-ilmastorahasto-vs-suomen-talousviisaat/
https://climatefinancedotblog.wordpress.com/2020/02/23/ideologista-varjonyrkkeilya-valtion-ilmastorahasto-vs-suomen-talousviisaat/
It’s human to ask for more time to adapt when your market is being disrupted.
But slowing down is bad if you are already far behind in the race. Instead of giving more time for combustion engines, incentives are needed to accelerate and not slow down the transition to #electric #transport.
But slowing down is bad if you are already far behind in the race. Instead of giving more time for combustion engines, incentives are needed to accelerate and not slow down the transition to #electric #transport.
We want European carmakers to succeed, but delaying the rules won’t cut it
We want European carmakers to succeed, but delaying the rules won’t cut it
Only one of the two roads forward will unlock the decarbonisation and growth that we all want. This road requires the European Commission and Member States to hold strong on the 2025 and 2035 car CO2 framework.
dlvr.it
December 9, 2024 at 8:02 AM
It’s human to ask for more time to adapt when your market is being disrupted.
But slowing down is bad if you are already far behind in the race. Instead of giving more time for combustion engines, incentives are needed to accelerate and not slow down the transition to #electric #transport.
But slowing down is bad if you are already far behind in the race. Instead of giving more time for combustion engines, incentives are needed to accelerate and not slow down the transition to #electric #transport.
It’s often said, at least here in the north, that after decarbonising the electricity sector the next frontier will be achieving a low-carb heating sector.
My hot take (you can store it at 100% RTE for years):
1/2
My hot take (you can store it at 100% RTE for years):
1/2
The battle for the biggest heat pump:
Finland currently builds the world’s largest air source heat pump with a capacity of 33 MW - about 4,000x bigger in capacity terms than an average domestic heat pump.
www.euronews.com/green/2024/0...
Finland currently builds the world’s largest air source heat pump with a capacity of 33 MW - about 4,000x bigger in capacity terms than an average domestic heat pump.
www.euronews.com/green/2024/0...
Finland is building a giant heat pump to cut CO2 from warming homes
The heat pump will be part of a plant that will warm around 30,000 homes in Finland’s capital city.
www.euronews.com
December 8, 2024 at 11:12 AM
It’s often said, at least here in the north, that after decarbonising the electricity sector the next frontier will be achieving a low-carb heating sector.
My hot take (you can store it at 100% RTE for years):
1/2
My hot take (you can store it at 100% RTE for years):
1/2
Bad day for dictators. For two dictators at least.
(although not a fan of jihadists either)
www.reuters.com/world/syria-...
(although not a fan of jihadists either)
www.reuters.com/world/syria-...
Syria Live: Assad regime ousted as Damascus falls to rebels, U.N. envoy says 'watershed moment'
Islamist Syrian rebels said they ended Bashar al-Assad's 24-year authoritarian rule, a major blow to Russia and Iran
www.reuters.com
December 8, 2024 at 11:02 AM
Bad day for dictators. For two dictators at least.
(although not a fan of jihadists either)
www.reuters.com/world/syria-...
(although not a fan of jihadists either)
www.reuters.com/world/syria-...