Full report: ember-energy.org/app/uploads/...

So very well done @kingsmillbond.bsky.social @sambutl3r.bsky.social @daanwalt3r.bsky.social

And re: China cfs still being high; yes but falling every year as solar pushes in. 50% will turn into 30 and then 15 over time. So over time you get there.

So it is just an hunch as I haven’t done the maths on this; but to what extent does the higher capex of gas storage offset the lower capex of gas capacity versus coal? Coal storage seems very cheap to me; and gas quite expensive especially at low volumes.

I actually suspect that coal is a superior back-up in the long term. Much easier to store coal for a long time. And once you have a lot of batteries in your system to smooth out most hourly variations, coal’s slower start/ramping rate doesn’t matter as much. China seems to be steering towards this.

Yes exactly. Especially the electrification detail. Quite a bit of triangulation between province reported fuel demand and electricity generation, IEA country totals and a few more things.

I hope the other European leaders are paying attention. This is how you rally your people.

Brilliant by @donald-tusk.bsky.social

“Europe has 14,400 artillery systems, the USA has 5,000, China has 9,500, Russia has 5,157.”

“fighter jets: Europe together with Ukraine has 2,091, the USA has 1,456, China has 1,409, Russia has 1,224.”

“the deficit is the inability to understand that Europe has the potential to be a huge power”