Stijn Carton
@stijncarton.bsky.social
Leading gas & hydrogen work @ European Climate Foundation
Following all things energy transition. Views my own.
Following all things energy transition. Views my own.
Reposted by Stijn Carton
Globally, roughly a third more power is being generated from the sun this spring than last. If this exponential rate of growth can continue, we will soon live in a very different world, @billmckibben.bsky.social writes.
4.6 Billion Years On, the Sun Is Having a Moment
In the past two years, without much notice, solar power has begun to truly transform the world’s energy system.
www.newyorker.com
July 9, 2025 at 8:14 PM
Globally, roughly a third more power is being generated from the sun this spring than last. If this exponential rate of growth can continue, we will soon live in a very different world, @billmckibben.bsky.social writes.
Reposted by Stijn Carton
I’m in The Times today:
“While transport emissions have dropped, the vast majority of homes still rely on gas heating, which emits harmful nitrogen oxides.”
www.thetimes.com/uk/environme...
“While transport emissions have dropped, the vast majority of homes still rely on gas heating, which emits harmful nitrogen oxides.”
www.thetimes.com/uk/environme...
Gas boilers now biggest source of air pollution in central London
Toxin levels from cars, buses and lorries have fallen significantly in recent years because of the capital’s congestion charge and ultra-low emission zone
www.thetimes.com
April 8, 2025 at 6:57 AM
I’m in The Times today:
“While transport emissions have dropped, the vast majority of homes still rely on gas heating, which emits harmful nitrogen oxides.”
www.thetimes.com/uk/environme...
“While transport emissions have dropped, the vast majority of homes still rely on gas heating, which emits harmful nitrogen oxides.”
www.thetimes.com/uk/environme...
Reposted by Stijn Carton
In a new @forumenergii.bsky.social report @maciekjakubik.bsky.social, @zaniewicz.bsky.social, @keliauskaite.bsky.social , Szymon Kardas and I argue that Europe needs a profound rethink of its energy security strategy:
www.forum-energii.eu/en/download/...
Some highlights in the thread 1/14
www.forum-energii.eu/en/download/...
Some highlights in the thread 1/14
April 2, 2025 at 7:32 AM
In a new @forumenergii.bsky.social report @maciekjakubik.bsky.social, @zaniewicz.bsky.social, @keliauskaite.bsky.social , Szymon Kardas and I argue that Europe needs a profound rethink of its energy security strategy:
www.forum-energii.eu/en/download/...
Some highlights in the thread 1/14
www.forum-energii.eu/en/download/...
Some highlights in the thread 1/14
Reposted by Stijn Carton
This supports a growing body of analysis indicating the EU is developing billions in stranded fossil gas assets.
The 🇪🇺 continues to OVERINVEST in gas as a short-term fix to secure fuel supply after Russia’s invasion of Ukraine, despite alternative solutions 🚩
131 bcm of gas supply capacity will likely be underutilised by 2030, wasting public funds and driving up consumer costs 📈💶
ember-energy.org/lat...
131 bcm of gas supply capacity will likely be underutilised by 2030, wasting public funds and driving up consumer costs 📈💶
ember-energy.org/lat...
March 31, 2025 at 8:15 AM
This supports a growing body of analysis indicating the EU is developing billions in stranded fossil gas assets.
And a reminder that these are the kind of LNG companies the EU wants member-states to throw public money at with its "affordable energy" plan ...
Venture Global's shares down 28% at the moment, reports $2 billion in higher costs, and lower export volumes
Big meltdown from IPO less than 2 months ago
www.reuters.com/business/ene...
Big meltdown from IPO less than 2 months ago
www.reuters.com/business/ene...
March 7, 2025 at 9:05 AM
And a reminder that these are the kind of LNG companies the EU wants member-states to throw public money at with its "affordable energy" plan ...
Reposted by Stijn Carton
We asked an oil lobbyist what to do about anything and you'll never guess what he said!
Europe can only avoid a trade war with Donald Trump if it slashes climate bureaucracy and commits to extended gas purchases, the fossil fuel industry’s top lobbyist in Brussels told us.
Europe’s top fossil fuel lobbyist eyes Trump-style climate rule bonfire
Europe will have to show it’s loyal to American gas if it wants to avoid a trade war, François-Régis Mouton told POLITICO.
ow.ly
February 26, 2025 at 9:10 AM
We asked an oil lobbyist what to do about anything and you'll never guess what he said!
A brilliant piece by Seb Kennedy - laying out why it would be foolish for the EU to throw taxpayer money at LNG export terminals
Dismantling the EU’s flawed equity LNG plan www.energyflux.news/p/dismantlin...
Dismantling the EU’s flawed equity LNG plan www.energyflux.news/p/dismantlin...
Dismantling the EU’s flawed equity LNG plan
HOT TAKE: The EU wants to gamble taxpayer money on US LNG at the worst possible moment
www.energyflux.news
February 24, 2025 at 10:11 AM
A brilliant piece by Seb Kennedy - laying out why it would be foolish for the EU to throw taxpayer money at LNG export terminals
Dismantling the EU’s flawed equity LNG plan www.energyflux.news/p/dismantlin...
Dismantling the EU’s flawed equity LNG plan www.energyflux.news/p/dismantlin...
Would have thought we had learned the lessons from 2022, but apparently not... A great way to undermine EU credibility on climate internationally while achieving absolutely nothing on lowering the cost of gas for EU consumers in any sort of meaningful time frame.
EU eyes funding foreign LNG projects to lower prices, draft plan reveals
A document seen by POLITICO shows Brussels is exploring whether to back overseas fossil fuel infrastructure amid trade talks with the U.S.
www.politico.eu
February 18, 2025 at 1:56 PM
Would have thought we had learned the lessons from 2022, but apparently not... A great way to undermine EU credibility on climate internationally while achieving absolutely nothing on lowering the cost of gas for EU consumers in any sort of meaningful time frame.
Reposted by Stijn Carton
Is 2025 the end of the road for hydrogen boilers?
I certainly hope so. My new briefing today looks at hydrogen heating - and why Labour needs to rule it out ASAP if they want to keep energy bills down.
🧵
www.e3g.org/publications... 🔌💡
I certainly hope so. My new briefing today looks at hydrogen heating - and why Labour needs to rule it out ASAP if they want to keep energy bills down.
🧵
www.e3g.org/publications... 🔌💡
Decisions on UK hydrogen heat
Hydrogen will play a crucial role in decarbonising power and some heavy industry. However, hydrogen is a poor option for domestic heating and would substantially increase consumer bills relative to ot...
www.e3g.org
February 10, 2025 at 3:13 PM
Is 2025 the end of the road for hydrogen boilers?
I certainly hope so. My new briefing today looks at hydrogen heating - and why Labour needs to rule it out ASAP if they want to keep energy bills down.
🧵
www.e3g.org/publications... 🔌💡
I certainly hope so. My new briefing today looks at hydrogen heating - and why Labour needs to rule it out ASAP if they want to keep energy bills down.
🧵
www.e3g.org/publications... 🔌💡
Reposted by Stijn Carton
Genuinely bad news - EU debating return to Russian gas as part of Ukraine peace deal
First instance of the EU's competitiveness and security agendas coming into conflict
Good scoop by @henryjfoy.ft.com
www.ft.com/content/a19a...
First instance of the EU's competitiveness and security agendas coming into conflict
Good scoop by @henryjfoy.ft.com
www.ft.com/content/a19a...
EU debates return to Russian gas as part of Ukraine peace deal
Advocates say reopening pipelines could help settlement with Moscow and cut energy costs
www.ft.com
January 30, 2025 at 7:12 AM
Genuinely bad news - EU debating return to Russian gas as part of Ukraine peace deal
First instance of the EU's competitiveness and security agendas coming into conflict
Good scoop by @henryjfoy.ft.com
www.ft.com/content/a19a...
First instance of the EU's competitiveness and security agendas coming into conflict
Good scoop by @henryjfoy.ft.com
www.ft.com/content/a19a...
This is actually really bad reporting by POLITICO. The requirement for 2027 is only for exporting companies to meet a reporting obligation on methane in their supply chain. Any potential fines for not reporting would be for importers and entirely at discretion of national authorities(not "Brussels")
The EU rules that risk derailing a gas deal with Trump
Brussels is poised to fine fossil fuel firms for excessive methane emissions
www.politico.eu/article/eu-r...
Brussels is poised to fine fossil fuel firms for excessive methane emissions
www.politico.eu/article/eu-r...
The EU rules that risk derailing a gas deal with Trump
Brussels is poised to fine fossil fuel firms for excessive methane emissions. The U.S. president won’t like that.
www.politico.eu
January 24, 2025 at 7:23 PM
This is actually really bad reporting by POLITICO. The requirement for 2027 is only for exporting companies to meet a reporting obligation on methane in their supply chain. Any potential fines for not reporting would be for importers and entirely at discretion of national authorities(not "Brussels")
Reposted by Stijn Carton
Three years+ of these headlines now. Nice to see we've moved on from Europe having to fight Asia to death over LNG supply to....oh wait.
Like the last three years, my prediction is this ages like a glass of milk, behind a radiator, half filled with tinned tuna.
www.bloomberg.com/opinion/arti...
Like the last three years, my prediction is this ages like a glass of milk, behind a radiator, half filled with tinned tuna.
www.bloomberg.com/opinion/arti...
Europe’s Summer Will Bring Worries About Next Winter’s Gas
The higher-for-longer outlook for prices just got a bit higher and longer.
www.bloomberg.com
January 7, 2025 at 9:55 AM
Three years+ of these headlines now. Nice to see we've moved on from Europe having to fight Asia to death over LNG supply to....oh wait.
Like the last three years, my prediction is this ages like a glass of milk, behind a radiator, half filled with tinned tuna.
www.bloomberg.com/opinion/arti...
Like the last three years, my prediction is this ages like a glass of milk, behind a radiator, half filled with tinned tuna.
www.bloomberg.com/opinion/arti...
Yes, the EU are slow-walking ending dependency on Russian gas and there is an uptick in RU LNG imports, but it should be noted that we are now down to the last 2 sources of supply (UA transit ended Jan 1st). An EU ban on RU LNG in 2025 would still put it well ahead of its self imposed 2027 deadline.
January 6, 2025 at 3:27 PM
Yes, the EU are slow-walking ending dependency on Russian gas and there is an uptick in RU LNG imports, but it should be noted that we are now down to the last 2 sources of supply (UA transit ended Jan 1st). An EU ban on RU LNG in 2025 would still put it well ahead of its self imposed 2027 deadline.
Reposted by Stijn Carton
Let’s not kid ourselves:
Europe still buys a lot of Russian gas.
Russian LNG accounted for 20 per cent of the EU’s overall imports in 2024.
The only way to sustainably drive out Russian gas is to accelerate renewable energy buildout, electrification and energy efficiency.
Europe still buys a lot of Russian gas.
Russian LNG accounted for 20 per cent of the EU’s overall imports in 2024.
The only way to sustainably drive out Russian gas is to accelerate renewable energy buildout, electrification and energy efficiency.
January 5, 2025 at 10:14 AM
Let’s not kid ourselves:
Europe still buys a lot of Russian gas.
Russian LNG accounted for 20 per cent of the EU’s overall imports in 2024.
The only way to sustainably drive out Russian gas is to accelerate renewable energy buildout, electrification and energy efficiency.
Europe still buys a lot of Russian gas.
Russian LNG accounted for 20 per cent of the EU’s overall imports in 2024.
The only way to sustainably drive out Russian gas is to accelerate renewable energy buildout, electrification and energy efficiency.
Reposted by Stijn Carton
Energy Secretary Jennifer Granholm said a new analysis showed that the continued pace of US LNG exports was “neither sustainable nor advisable,” according to a letter obtained by Lisa Friedman and Coral Davenport: www.nytimes.com/2024/12/16/c... 🔌💡
‘Unfettered’ Gas Exports Would Harm U.S. Economy, Energy Secretary Warns (Gift Article)
Jennifer Granholm said a new analysis showed that the continued pace of exports was “neither sustainable nor advisable.”
www.nytimes.com
December 16, 2024 at 11:30 PM
Energy Secretary Jennifer Granholm said a new analysis showed that the continued pace of US LNG exports was “neither sustainable nor advisable,” according to a letter obtained by Lisa Friedman and Coral Davenport: www.nytimes.com/2024/12/16/c... 🔌💡
Big win for Western sanctions if true.
Putin abandons Arctic gas production as sanctions bite
Collapse in demand for Russian fuel leaves world’s largest LNG plant redundant
www.telegraph.co.uk
December 14, 2024 at 11:07 AM
Big win for Western sanctions if true.
Reposted by Stijn Carton
Today's #HydrogenSoufflé is brought to you by #Germany: "Importing green hydrogen via ships is not a viable strategy for the decarbonisation of Germany’s steel and chemical industries, government-funded Ariadne energy transition research alliance has warned."
www.cleanenergywire.org/news/shippin...
www.cleanenergywire.org/news/shippin...
Shipping green hydrogen to Germany is unviable strategy for basic industry decarbonisation - report
www.cleanenergywire.org
December 12, 2024 at 1:27 PM
Today's #HydrogenSoufflé is brought to you by #Germany: "Importing green hydrogen via ships is not a viable strategy for the decarbonisation of Germany’s steel and chemical industries, government-funded Ariadne energy transition research alliance has warned."
www.cleanenergywire.org/news/shippin...
www.cleanenergywire.org/news/shippin...
Reposted by Stijn Carton
Electrification: A crucial step towards industrial decarbonisation
Electrification: A crucial step towards industrial decarbonisation
Currently, only 3% of industrial heat processes are electrified, but studies reveal enormous potential. A full 60% of industrial heat demand could be met through existing technologies.
The post Electrification: A crucial step towards industrial…
dlvr.it
December 12, 2024 at 5:05 AM
Electrification: A crucial step towards industrial decarbonisation
Reposted by Stijn Carton
🚨DUNKELFLAUTE CONTEXT🚨
1. This is no **2022 Energy Crisis**:
# of hours German electricity prices over €300
2015 = 0
2016 = 0
2017 = 0
2018 = 0
2019 = 0
2020 = 0
2021 = 236
2022 = 2345
2023 = 3
2024 = 23 (incl to 13-Dec)
1. This is no **2022 Energy Crisis**:
# of hours German electricity prices over €300
2015 = 0
2016 = 0
2017 = 0
2018 = 0
2019 = 0
2020 = 0
2021 = 236
2022 = 2345
2023 = 3
2024 = 23 (incl to 13-Dec)
December 12, 2024 at 12:31 PM
🚨DUNKELFLAUTE CONTEXT🚨
1. This is no **2022 Energy Crisis**:
# of hours German electricity prices over €300
2015 = 0
2016 = 0
2017 = 0
2018 = 0
2019 = 0
2020 = 0
2021 = 236
2022 = 2345
2023 = 3
2024 = 23 (incl to 13-Dec)
1. This is no **2022 Energy Crisis**:
# of hours German electricity prices over €300
2015 = 0
2016 = 0
2017 = 0
2018 = 0
2019 = 0
2020 = 0
2021 = 236
2022 = 2345
2023 = 3
2024 = 23 (incl to 13-Dec)
Gas price volatility will remain a feature of our newfound dependence on LNG and much of the recent price spike is driven by financial speculation rather than market fundamentals. If Europe is serious about industrial competitiveness it should move at light speed to reduce its dependency on gas.
Gas price shock set to add to Europe's industrial pain
Europe's struggling industries are bracing for a new gas price shock over the coming winter months, as colder weather depletes stocks, competition with Asia for liquefied natural gas intensifies, and the prospect of reduced Russian supplies looms.
www.reuters.com
December 6, 2024 at 2:33 PM
Gas price volatility will remain a feature of our newfound dependence on LNG and much of the recent price spike is driven by financial speculation rather than market fundamentals. If Europe is serious about industrial competitiveness it should move at light speed to reduce its dependency on gas.
Reposted by Stijn Carton
Next phase of European gas crisis *latest*!!!!!!!!
Storages, after a brief period, are withdrawing exactly like we would expect.
No need to burn your furniture, despite what you read.
Storages, after a brief period, are withdrawing exactly like we would expect.
No need to burn your furniture, despite what you read.
December 6, 2024 at 11:49 AM
Next phase of European gas crisis *latest*!!!!!!!!
Storages, after a brief period, are withdrawing exactly like we would expect.
No need to burn your furniture, despite what you read.
Storages, after a brief period, are withdrawing exactly like we would expect.
No need to burn your furniture, despite what you read.
Reposted by Stijn Carton
Today's #HydrogenSoufflé is brought to you by Norsk Hydro. It turns out that there are more promising ways to decarbonise aluminium production, even in a country with endless renewable electricity and a storied role in the history of electrolysis.
www.gasworld.com/story/norsk-...
www.gasworld.com/story/norsk-...
Norsk Hydro drops green hydrogen investment
Norsk Hydro (Hydro) is to drop investment in green hydrogen and batteries after citing challenging market conditions.
www.gasworld.com
December 2, 2024 at 5:38 AM
Today's #HydrogenSoufflé is brought to you by Norsk Hydro. It turns out that there are more promising ways to decarbonise aluminium production, even in a country with endless renewable electricity and a storied role in the history of electrolysis.
www.gasworld.com/story/norsk-...
www.gasworld.com/story/norsk-...
Reposted by Stijn Carton
Which European cities have announced to decommission the gas grid or parts of it?
Wien, Hamburg, Stuttgart, Mannheim, München, Basel, Zurich, Winterthur - the list goes on.
Much more of this to come.
A summary of our research: gasoutlook.com/analysis/eur...
Wien, Hamburg, Stuttgart, Mannheim, München, Basel, Zurich, Winterthur - the list goes on.
Much more of this to come.
A summary of our research: gasoutlook.com/analysis/eur...
Europe needs to decommission gas infrastructure as demand plummets - Gas Outlook
A new paper argues that governments need to minimise investment in gas infrastructure and plan for decommissioning.
gasoutlook.com
December 1, 2024 at 11:37 AM
Which European cities have announced to decommission the gas grid or parts of it?
Wien, Hamburg, Stuttgart, Mannheim, München, Basel, Zurich, Winterthur - the list goes on.
Much more of this to come.
A summary of our research: gasoutlook.com/analysis/eur...
Wien, Hamburg, Stuttgart, Mannheim, München, Basel, Zurich, Winterthur - the list goes on.
Much more of this to come.
A summary of our research: gasoutlook.com/analysis/eur...
Reposted by Stijn Carton
Will Hydrogen be the new heating source for buildings? The answer based on a meta review of 54 studies is no. Compared to heat pumps or district heating with heat pumps, it is more expensive. 🧪🔌💡 a 🧵
November 29, 2024 at 11:39 AM
Will Hydrogen be the new heating source for buildings? The answer based on a meta review of 54 studies is no. Compared to heat pumps or district heating with heat pumps, it is more expensive. 🧪🔌💡 a 🧵