Pieter
@dekkerdekker.bsky.social
You can vote on the shares…
January 20, 2026 at 7:29 PM
You can vote on the shares…
Something similar just North of Utrecht (iPhone night mode without edits)
January 19, 2026 at 10:41 PM
Something similar just North of Utrecht (iPhone night mode without edits)
Rare earths are mentioned a lot in connection with Greenland, but the total value of annual imports is $150-250m/year for EU and US, respectively. That won’t pay for a lot of arctic mining, especially when the bottleneck is mostly in the processing
January 19, 2026 at 8:43 AM
Rare earths are mentioned a lot in connection with Greenland, but the total value of annual imports is $150-250m/year for EU and US, respectively. That won’t pay for a lot of arctic mining, especially when the bottleneck is mostly in the processing
Door de prijsontwikkeling van batterijen zou ik verwachten dat het bufferen van wind/zon productie de komende jaren een grote vlucht gaat nemen, dat verminderd de noodzaak tot afschakelen behoorlijk.
January 14, 2026 at 11:21 AM
Door de prijsontwikkeling van batterijen zou ik verwachten dat het bufferen van wind/zon productie de komende jaren een grote vlucht gaat nemen, dat verminderd de noodzaak tot afschakelen behoorlijk.
De markt is vaak volatieler dan de fundamentals, dus je kan niet helemaal uitsluiten dat trading desks een verhaal gevonden hebben en dat de prijs volgt
January 13, 2026 at 7:42 AM
De markt is vaak volatieler dan de fundamentals, dus je kan niet helemaal uitsluiten dat trading desks een verhaal gevonden hebben en dat de prijs volgt
Fuel imports are a risk factor for many developing economies (price risk, USD currency and reserves risks), so my working assumption is that EVs will be popular with governments in solar-rich countries
December 30, 2025 at 9:54 AM
Fuel imports are a risk factor for many developing economies (price risk, USD currency and reserves risks), so my working assumption is that EVs will be popular with governments in solar-rich countries
If I may ask a question. A distinction is sometimes made between materials that are repriced frequent based on market prices and materials that are repriced infrequently/annually. Do you have any sense as to whether or not January 2026 repricing will be business as usual?
December 30, 2025 at 9:46 AM
If I may ask a question. A distinction is sometimes made between materials that are repriced frequent based on market prices and materials that are repriced infrequently/annually. Do you have any sense as to whether or not January 2026 repricing will be business as usual?
Battery swap is popular for power tools because builders want to swap batteries and continue working (time is expensive), but even they have more tools than batteries (because batteries were expensive). In transport, the driver is usually the limiting facto, except for ferries, buses, and planes
December 29, 2025 at 10:04 AM
Battery swap is popular for power tools because builders want to swap batteries and continue working (time is expensive), but even they have more tools than batteries (because batteries were expensive). In transport, the driver is usually the limiting facto, except for ferries, buses, and planes
This is going to be one of the reasons EVs will take off in developing countries; most don‘t have oil and even if they do, they don’t have refineries. When they run out of dollars, they run out of oil, and then it is civil unrest. EVs remove much of that danger
December 18, 2025 at 5:00 PM
This is going to be one of the reasons EVs will take off in developing countries; most don‘t have oil and even if they do, they don’t have refineries. When they run out of dollars, they run out of oil, and then it is civil unrest. EVs remove much of that danger
Malpractice. Also, who are the readers who enjoy boring filler articles? Anybody?
December 16, 2025 at 7:53 AM
Malpractice. Also, who are the readers who enjoy boring filler articles? Anybody?
Arguing on X is like trying to drown a fish, it is pointless and never works
December 15, 2025 at 10:17 PM
Arguing on X is like trying to drown a fish, it is pointless and never works
Those who the gods want to destroy, they first put on the cover of Time. So treat the Time cover as an omen
December 12, 2025 at 6:51 AM
Those who the gods want to destroy, they first put on the cover of Time. So treat the Time cover as an omen
Being short too early is effectively the same as being wrong
December 9, 2025 at 2:45 PM
Being short too early is effectively the same as being wrong
Zelfs de NS heeft spits- en daltarieven, maar netbeheerders denken het met een kleine 3FM-donatie te kunnen redden. De spruitjeslucht komt je tegemoet in deze campagne
December 8, 2025 at 3:41 PM
Zelfs de NS heeft spits- en daltarieven, maar netbeheerders denken het met een kleine 3FM-donatie te kunnen redden. De spruitjeslucht komt je tegemoet in deze campagne
Iets te kort door de bocht. De export inkomsten verhogen het rendement op Nederlandse energieopwek (ook zonPV thuis), wat vergroening kan helpen. verder importeren we soms stroom (wat extreme pieken kan voorkomen), maar het is niet duidelijk hoe dat in deze grafiek past.
December 5, 2025 at 8:23 AM
Iets te kort door de bocht. De export inkomsten verhogen het rendement op Nederlandse energieopwek (ook zonPV thuis), wat vergroening kan helpen. verder importeren we soms stroom (wat extreme pieken kan voorkomen), maar het is niet duidelijk hoe dat in deze grafiek past.
Ik heb een EV met 70 kWh accu die niet gereguleerd is, heeft het dan zin om een 10 kWh thuis batterij dan wel te reguleren?
December 3, 2025 at 6:09 PM
Ik heb een EV met 70 kWh accu die niet gereguleerd is, heeft het dan zin om een 10 kWh thuis batterij dan wel te reguleren?
We kunnen zeker veel meer zonPV gebruiken buiten de zomer, maar volledige netting is duidelijk niet meer haalbaar. Als het kabinet zou inzetten op zonPV plus batterij systemen dan zou dat ook kunnen helpen met netcongestie
December 3, 2025 at 9:29 AM
We kunnen zeker veel meer zonPV gebruiken buiten de zomer, maar volledige netting is duidelijk niet meer haalbaar. Als het kabinet zou inzetten op zonPV plus batterij systemen dan zou dat ook kunnen helpen met netcongestie
Even on its own terms this makes little sense. Do the German car manufacturers really want to waste development resources on doing a 2030 refresh of their ICE offerings?
December 2, 2025 at 9:58 AM
Even on its own terms this makes little sense. Do the German car manufacturers really want to waste development resources on doing a 2030 refresh of their ICE offerings?
A dent in your employee pyramid (eg, you under-hired in a recession or because of AI) is something stays with you for a very long time
November 30, 2025 at 6:01 PM
A dent in your employee pyramid (eg, you under-hired in a recession or because of AI) is something stays with you for a very long time
If you have a flat rate then the payback period is just too long. With a dynamic electricity price and a battery with trading software it might be feasible to make some money. There is a lot of price volatility to arbitrage right now with the new 15-minute pricing interval data.nordpoolgroup.com
Nord Pool | Data Portal
data.nordpoolgroup.com
November 6, 2025 at 9:56 AM
If you have a flat rate then the payback period is just too long. With a dynamic electricity price and a battery with trading software it might be feasible to make some money. There is a lot of price volatility to arbitrage right now with the new 15-minute pricing interval data.nordpoolgroup.com
Belgium and France are also decent, but Germany is pretty grim (€0.79/Kwh fast charging and limited public chargers)
October 31, 2025 at 11:00 AM
Belgium and France are also decent, but Germany is pretty grim (€0.79/Kwh fast charging and limited public chargers)
Exclusive clubs keep the riffraff out by making the drinks very expensive. It’s a feature, not a bug
October 13, 2025 at 11:51 AM
Exclusive clubs keep the riffraff out by making the drinks very expensive. It’s a feature, not a bug
Never goats, they will eat any cabling that is not at least 8 feet from the ground ;-)
October 10, 2025 at 2:28 PM
Never goats, they will eat any cabling that is not at least 8 feet from the ground ;-)
Management attention, R&D budgets, and Capex budgets are scarce resources. The last thing a car manufacturer needs is to prolong the internal battle between their ‘petrol heads’ and ’battery bros’, while their competition single-mindedly focuses on EVs
October 10, 2025 at 11:11 AM
Management attention, R&D budgets, and Capex budgets are scarce resources. The last thing a car manufacturer needs is to prolong the internal battle between their ‘petrol heads’ and ’battery bros’, while their competition single-mindedly focuses on EVs
“Apple has thoughtfully added a new “Keep Audio with Headphones” setting that prevents your iPhone from automatically switching audio to CarPlay…” Thank you! The car ‘stealing’ audio from my AirPods was driving me nuts
October 9, 2025 at 8:08 AM
“Apple has thoughtfully added a new “Keep Audio with Headphones” setting that prevents your iPhone from automatically switching audio to CarPlay…” Thank you! The car ‘stealing’ audio from my AirPods was driving me nuts