EnergyComment Bukold
@bukold.bsky.social
Oil markets and oil politics. Transport fuels in transition: road/air/sea; research & analysis office in Hamburg 🇩🇪 since 2008. www.energycomment.de
Maritime Shipping: Orderbook and Low-Carbon Fuels (November 2025)
New ship orders in November reflect waning interest in low-carbon propulsion systems, as DNV reports.
🔴 November saw not a single order for low-carbon options.
www.energycomment.de/maritime-shi...
New ship orders in November reflect waning interest in low-carbon propulsion systems, as DNV reports.
🔴 November saw not a single order for low-carbon options.
www.energycomment.de/maritime-shi...
Maritime Shipping: Orderbook and Low-Carbon Fuels (November 2025) – EnergyComment
www.energycomment.de
December 4, 2025 at 3:14 PM
Maritime Shipping: Orderbook and Low-Carbon Fuels (November 2025)
New ship orders in November reflect waning interest in low-carbon propulsion systems, as DNV reports.
🔴 November saw not a single order for low-carbon options.
www.energycomment.de/maritime-shi...
New ship orders in November reflect waning interest in low-carbon propulsion systems, as DNV reports.
🔴 November saw not a single order for low-carbon options.
www.energycomment.de/maritime-shi...
Global EV Adoption 2025 (Nov.Upd)
🔹 2025 sales c.21 million #EV, slightly below expectations.
🔹 Global 24% car market share and 20% growth in unit volumes.
🔹 US -3%, China +15%, EU +25%, RoW +40%
🔹 Charts/numbers for all major regions via link below
www.energycomment.de/global-ev-ad...
🔹 2025 sales c.21 million #EV, slightly below expectations.
🔹 Global 24% car market share and 20% growth in unit volumes.
🔹 US -3%, China +15%, EU +25%, RoW +40%
🔹 Charts/numbers for all major regions via link below
www.energycomment.de/global-ev-ad...
November 29, 2025 at 10:41 AM
Global EV Adoption 2025 (Nov.Upd)
🔹 2025 sales c.21 million #EV, slightly below expectations.
🔹 Global 24% car market share and 20% growth in unit volumes.
🔹 US -3%, China +15%, EU +25%, RoW +40%
🔹 Charts/numbers for all major regions via link below
www.energycomment.de/global-ev-ad...
🔹 2025 sales c.21 million #EV, slightly below expectations.
🔹 Global 24% car market share and 20% growth in unit volumes.
🔹 US -3%, China +15%, EU +25%, RoW +40%
🔹 Charts/numbers for all major regions via link below
www.energycomment.de/global-ev-ad...
Global Oil Demand and Transport Fuels (November Update)
energycomment.de/global-oil-d...
energycomment.de/global-oil-d...
November 25, 2025 at 1:55 PM
Global Oil Demand and Transport Fuels (November Update)
energycomment.de/global-oil-d...
energycomment.de/global-oil-d...
Reposted by EnergyComment Bukold
Das hätte ich nicht erwartet: Der Klimaentscheid in Hamburg hat tatsächlich sowohl die Mehrheit als auch das Quorum erreicht. www.wahlen-hamburg.de/Hamburger_Zu...
October 12, 2025 at 6:59 PM
Das hätte ich nicht erwartet: Der Klimaentscheid in Hamburg hat tatsächlich sowohl die Mehrheit als auch das Quorum erreicht. www.wahlen-hamburg.de/Hamburger_Zu...
Reposted by EnergyComment Bukold
A few days ago, Berlin opened a new stretch of urban motorway, with the stated aim to reduce congestion.
Today, the stretch was temporarily closed because of too much congestion.
Today, the stretch was temporarily closed because of too much congestion.
August 30, 2025 at 6:26 PM
A few days ago, Berlin opened a new stretch of urban motorway, with the stated aim to reduce congestion.
Today, the stretch was temporarily closed because of too much congestion.
Today, the stretch was temporarily closed because of too much congestion.
Reposted by EnergyComment Bukold
This week, @mliebreich.bsky.social brings the audioblog of his latest BNEF piece, "The Pragmatic Climate Reset – Part I". He debunks claims the transition is faltering and calls for a pragmatic reset. Listen now 🔗 www.youtube.com/@CleaningUpPod
August 6, 2025 at 7:23 PM
This week, @mliebreich.bsky.social brings the audioblog of his latest BNEF piece, "The Pragmatic Climate Reset – Part I". He debunks claims the transition is faltering and calls for a pragmatic reset. Listen now 🔗 www.youtube.com/@CleaningUpPod
Reposted by EnergyComment Bukold
Old, inactive oil and gas wells emitting almost 7 times more methane than official estimates | CBC News share.google/f2JYswzsGVC3...
Old, inactive oil and gas wells emitting almost 7 times more methane than official estimates | CBC News
Inactive and abandoned oil and gas wells in Canada are a much bigger climate problem than previously thought, emitting seven times more methane than the official estimates, according to a new study fr...
share.google
June 30, 2025 at 2:46 PM
Old, inactive oil and gas wells emitting almost 7 times more methane than official estimates | CBC News share.google/f2JYswzsGVC3...
Reposted by EnergyComment Bukold
<<< Breaking! My latest for Bloomberg >>>
Why rumours of the death of the transition are exaggerated, and why it's time for a #PragmaticClimateReset.
Part I of a two-parter - my attempt to reframe the conversation about climate action, net zero and the transition.
about.bnef.com/insights/cle...
Why rumours of the death of the transition are exaggerated, and why it's time for a #PragmaticClimateReset.
Part I of a two-parter - my attempt to reframe the conversation about climate action, net zero and the transition.
about.bnef.com/insights/cle...
Liebreich: The Pragmatic Climate Reset - Part I | BloombergNEF
As the tide on clean energy turns, Michael Liebreich makes a strong case for a pragmatic climate reset.
about.bnef.com
July 28, 2025 at 10:18 PM
<<< Breaking! My latest for Bloomberg >>>
Why rumours of the death of the transition are exaggerated, and why it's time for a #PragmaticClimateReset.
Part I of a two-parter - my attempt to reframe the conversation about climate action, net zero and the transition.
about.bnef.com/insights/cle...
Why rumours of the death of the transition are exaggerated, and why it's time for a #PragmaticClimateReset.
Part I of a two-parter - my attempt to reframe the conversation about climate action, net zero and the transition.
about.bnef.com/insights/cle...
Reposted by EnergyComment Bukold
Climate change is a by-product of progress in the same way as obesity is a by-product of nutrition. For goodness sakes, it's the 21st century! We have the technology to enjoy progress without trashing the planet.
“Yes, atmospheric CO2 has increased over time—but so has life expectancy,” writes Chris Wright. In a guest essay America’s energy secretary invites the world to rethink renewable energy
econ.st/4kCU2kY
Illustration: Dan Williams
econ.st/4kCU2kY
Illustration: Dan Williams
July 16, 2025 at 10:35 PM
Climate change is a by-product of progress in the same way as obesity is a by-product of nutrition. For goodness sakes, it's the 21st century! We have the technology to enjoy progress without trashing the planet.
Reposted by EnergyComment Bukold
🇳🇴 Norway is supporting the construction of potentially the world’s biggest electric container ships 🚢🔋, amongst other vessels. The two ships, which are capable of carrying 850 containers, will sail between Norway, Sweden and Germany with a 100 MWh battery.
Verdens største elektriske containerskip | Enova
Enova gir rundt 362 millioner kroner i støtte til sju elektriske fartøy og fire ladeanlegg. Blant prosjektene er det som kan bli verdens største batterielektriske containerskip, et gjennombrudd for ut...
kommunikasjon.ntb.no
June 13, 2025 at 12:53 PM
🇳🇴 Norway is supporting the construction of potentially the world’s biggest electric container ships 🚢🔋, amongst other vessels. The two ships, which are capable of carrying 850 containers, will sail between Norway, Sweden and Germany with a 100 MWh battery.
Reposted by EnergyComment Bukold
Reposted by EnergyComment Bukold
Germany's Sparkasse is blocking payments from Gazprom to former Chancellor Gerhard Schroeder. No one worked harder to achieve German dependency on Russian gas, a dependency that has cost hundreds of thousands of lives and trillions of euros. I hope ends his days in jail.
www.focus.de/panorama/sch...
www.focus.de/panorama/sch...
Schröder hat ein Problem: Sparkasse sperrt sein Konto für Putins Überweisungen
Die Sparkasse Hannover blockiert Zahlungen an Altkanzler Schröder aus dem Umfeld russischer Konzerne. Grund ist die Sorge vor US-Sanktionen. Schröder verdiente bisher Millionen mit Putin-nahen Firmen.
www.focus.de
May 27, 2025 at 6:35 AM
Germany's Sparkasse is blocking payments from Gazprom to former Chancellor Gerhard Schroeder. No one worked harder to achieve German dependency on Russian gas, a dependency that has cost hundreds of thousands of lives and trillions of euros. I hope ends his days in jail.
www.focus.de/panorama/sch...
www.focus.de/panorama/sch...
Reposted by EnergyComment Bukold
Bonus chart 2 - remember how hydrogen had lost to batteries for cars, but was definitely going to win for medium and heavy trucks? Here are monthly hydrogen trucks versus electric ones, drawn to the same scale.
May 23, 2025 at 1:52 PM
Bonus chart 2 - remember how hydrogen had lost to batteries for cars, but was definitely going to win for medium and heavy trucks? Here are monthly hydrogen trucks versus electric ones, drawn to the same scale.
Reposted by EnergyComment Bukold
“It's not my duty as Mayor to make sure you have a parking spot. For me it's the same as if you bought a cow, or a refrigerator, and then asked me where you're going to put them.” — Mayor of Pontevedra, Spain (re-elected 6 times)
May 19, 2025 at 5:26 PM
“It's not my duty as Mayor to make sure you have a parking spot. For me it's the same as if you bought a cow, or a refrigerator, and then asked me where you're going to put them.” — Mayor of Pontevedra, Spain (re-elected 6 times)
Reposted by EnergyComment Bukold
The UK has indicated that it wants to link its carbon market for shipping and aviation with the EU’s.
This could pave the way towards these sectors paying for the true cost of their pollution and generate much needed revenues for green fuel and technology investment.
This could pave the way towards these sectors paying for the true cost of their pollution and generate much needed revenues for green fuel and technology investment.
May 19, 2025 at 1:06 PM
The UK has indicated that it wants to link its carbon market for shipping and aviation with the EU’s.
This could pave the way towards these sectors paying for the true cost of their pollution and generate much needed revenues for green fuel and technology investment.
This could pave the way towards these sectors paying for the true cost of their pollution and generate much needed revenues for green fuel and technology investment.
Reposted by EnergyComment Bukold
Krass. "Climateworks" verursacht beim fangen von CO2 mehr Emissionen als es aus der Luft holt: 1700 zu 1000 Tonnen ist die Ratio ca. Statt versprochenen 12.000 Tonnen holte man mit DAC seit 2021 nur 2400 Tonnen aus der Luft. Das entspricht ca 8x Frankfurt-LA hin/retour 😬... heimildin.is/grein/24581/
Climeworks’ capture fails to cover its own emissions
The carbon capture company Climeworks only captures a fraction of the CO2 it promises its machines can capture. The company is failing to carbon offset the emissions resulting from its operations – wh...
heimildin.is
May 16, 2025 at 7:02 AM
Krass. "Climateworks" verursacht beim fangen von CO2 mehr Emissionen als es aus der Luft holt: 1700 zu 1000 Tonnen ist die Ratio ca. Statt versprochenen 12.000 Tonnen holte man mit DAC seit 2021 nur 2400 Tonnen aus der Luft. Das entspricht ca 8x Frankfurt-LA hin/retour 😬... heimildin.is/grein/24581/
Reposted by EnergyComment Bukold
Good news! Global sales of electric cars rose by over 25% last year.
BUT... a not so rosy picture for carmakers selling BEVs in Europe where the market stagnated - in the absence of an EU target to meet in 2024.
It's clear that delaying the EU's CO2 rules would weaken our global competitiveness.
BUT... a not so rosy picture for carmakers selling BEVs in Europe where the market stagnated - in the absence of an EU target to meet in 2024.
It's clear that delaying the EU's CO2 rules would weaken our global competitiveness.
May 14, 2025 at 2:08 PM
Good news! Global sales of electric cars rose by over 25% last year.
BUT... a not so rosy picture for carmakers selling BEVs in Europe where the market stagnated - in the absence of an EU target to meet in 2024.
It's clear that delaying the EU's CO2 rules would weaken our global competitiveness.
BUT... a not so rosy picture for carmakers selling BEVs in Europe where the market stagnated - in the absence of an EU target to meet in 2024.
It's clear that delaying the EU's CO2 rules would weaken our global competitiveness.
Reposted by EnergyComment Bukold
NEW from me: China's CO2 emissions fell ~1.6% in the first quarter and have now been flat or down for more than a year. This is the first time on record that emissions are falling due to clean energy growth, not slow power demand.
NEW – Analysis: Clean energy just put China’s CO2 emissions into reverse for first time | @laurimyllyvirta.bsky.social
Read here: buff.ly/6eAcjRU
Read here: buff.ly/6eAcjRU
May 15, 2025 at 5:45 AM
NEW from me: China's CO2 emissions fell ~1.6% in the first quarter and have now been flat or down for more than a year. This is the first time on record that emissions are falling due to clean energy growth, not slow power demand.
Reposted by EnergyComment Bukold
Reducing EU gas demand in line with RePowerEU, would allow the EU to be very picky with respect to its foreign gas suppliers.
www.bruegel.org/analysis/fut... [new figure by @keliauskaite.bsky.social that I like a lot]
www.bruegel.org/analysis/fut... [new figure by @keliauskaite.bsky.social that I like a lot]
May 12, 2025 at 7:54 AM
Reducing EU gas demand in line with RePowerEU, would allow the EU to be very picky with respect to its foreign gas suppliers.
www.bruegel.org/analysis/fut... [new figure by @keliauskaite.bsky.social that I like a lot]
www.bruegel.org/analysis/fut... [new figure by @keliauskaite.bsky.social that I like a lot]
Reposted by EnergyComment Bukold
A picture for the history books.
May 10, 2025 at 11:40 AM
A picture for the history books.
Reposted by EnergyComment Bukold
In einem Luxushotel in Baku hätten sich im April dt Politiker, Putinvertraute& Gazprom-Vertreter getroffen, so berichtet "Kontraste". Welche Rolle solche Foren mit Russland und autoritären Staaten spielen&warum sie problematisch sind, steht auch in der »Milliardenlobby« www.piper.de/buecher/die-...
"Petersburger Dialog" - Geheimtreffen mit Putin-Vertrauten
Erneut haben sich einflussreiche Deutsche und russische Vertreter des offiziell eingestellten "Petersburger Dialogs" in Baku getroffen. Mit dabei: Ralf Stegner, SPD-Bundestagsabgeordneter aus dem Gehe...
www.tagesschau.de
May 9, 2025 at 9:56 AM
In einem Luxushotel in Baku hätten sich im April dt Politiker, Putinvertraute& Gazprom-Vertreter getroffen, so berichtet "Kontraste". Welche Rolle solche Foren mit Russland und autoritären Staaten spielen&warum sie problematisch sind, steht auch in der »Milliardenlobby« www.piper.de/buecher/die-...
Reposted by EnergyComment Bukold
May 7, 2025 at 5:20 AM
Reposted by EnergyComment Bukold
“If we do not act, by 2050 aviation emissions will be about a quarter of all human-caused emissions – that will be really a very shameful position". Amen.
Great to see industry insiders speak the truth on this important issue 🙏
www.theguardian.com/environment/...
Great to see industry insiders speak the truth on this important issue 🙏
www.theguardian.com/environment/...
Aviation industry is ‘failing dramatically’ on climate, insiders say
Professionals call for a fundamental transition including controlling flight numbers
www.theguardian.com
May 6, 2025 at 2:01 PM
“If we do not act, by 2050 aviation emissions will be about a quarter of all human-caused emissions – that will be really a very shameful position". Amen.
Great to see industry insiders speak the truth on this important issue 🙏
www.theguardian.com/environment/...
Great to see industry insiders speak the truth on this important issue 🙏
www.theguardian.com/environment/...
Reposted by EnergyComment Bukold
Our Global Methane Tracker 2025 is out!
It shows methane data & transparency are continuing to improve
But methane emissions remain stubbornly high - even though measures to tackle them are widely available and often very cost-effective
The report 👉 iea.li/4cZNOJC
It shows methane data & transparency are continuing to improve
But methane emissions remain stubbornly high - even though measures to tackle them are widely available and often very cost-effective
The report 👉 iea.li/4cZNOJC
May 7, 2025 at 5:03 AM
Our Global Methane Tracker 2025 is out!
It shows methane data & transparency are continuing to improve
But methane emissions remain stubbornly high - even though measures to tackle them are widely available and often very cost-effective
The report 👉 iea.li/4cZNOJC
It shows methane data & transparency are continuing to improve
But methane emissions remain stubbornly high - even though measures to tackle them are widely available and often very cost-effective
The report 👉 iea.li/4cZNOJC
#SAF #HVO Der globale Markt für Low-Carbon Bio-Feedstocks wie #UCO oder #POME wird immer enger und teurer werden, da die Zahl nationaler SAF-Mandate wächst. Umso dringlicher ist der rasche Ausbau der europäischen Produktion von #E-Fuels für den #Flugverkehr und den #Seeverkehr.
Scoop from Quantum on China SAF ✈️
A 1% SAF blending mandate could be introduced by 2026 or 2027
Beijing has approved a new quota-based system for sustainable aviation fuel (SAF) exports
A 1% SAF blending mandate could be introduced by 2026 or 2027
Beijing has approved a new quota-based system for sustainable aviation fuel (SAF) exports
April 30, 2025 at 5:27 PM
#SAF #HVO Der globale Markt für Low-Carbon Bio-Feedstocks wie #UCO oder #POME wird immer enger und teurer werden, da die Zahl nationaler SAF-Mandate wächst. Umso dringlicher ist der rasche Ausbau der europäischen Produktion von #E-Fuels für den #Flugverkehr und den #Seeverkehr.