Gniewomir Flis
@gnievchenko.bsky.social
Emerging technologies, industrial decarbonisation & hydrogen enjoyer
Lots of hydrogen portfolio project/portfolio managers adding '& data centres' to their linkedin job descriptions lately
May 31, 2025 at 5:19 PM
Lots of hydrogen portfolio project/portfolio managers adding '& data centres' to their linkedin job descriptions lately
You can really tell it's joever for hydrogen as one of the best free newsletters has just been discontinued
May 20, 2025 at 1:50 PM
You can really tell it's joever for hydrogen as one of the best free newsletters has just been discontinued
Reposted by Gniewomir Flis
"analysis suggests that Chinese companies have chosen Morocco partly to avoid strict environmental regulations in Europe
Thorsten Lahrs CEO #CNGR: obtaining environmental permits in Europe would take “several years,” involving court proceedings while in 🇲🇦[CNGR] made significant progress in a month”
Thorsten Lahrs CEO #CNGR: obtaining environmental permits in Europe would take “several years,” involving court proceedings while in 🇲🇦[CNGR] made significant progress in a month”
May 20, 2025 at 11:26 AM
"analysis suggests that Chinese companies have chosen Morocco partly to avoid strict environmental regulations in Europe
Thorsten Lahrs CEO #CNGR: obtaining environmental permits in Europe would take “several years,” involving court proceedings while in 🇲🇦[CNGR] made significant progress in a month”
Thorsten Lahrs CEO #CNGR: obtaining environmental permits in Europe would take “several years,” involving court proceedings while in 🇲🇦[CNGR] made significant progress in a month”
If Morocco becomes an EV export hub for Chinese automakers it will be one of the greatest EU fumbles of all time. Seriously. Our own backyard.
www.moroccoworldnews.com/2025/05/2006...
www.moroccoworldnews.com/2025/05/2006...
China’s Backdoor: How Morocco Became Key in the Battery Trade War
Morocco has become a prime destination for large-scale Chinese investments in electric vehicle battery production, raising questions about whether this represents a genuine opportunity for industriali...
www.moroccoworldnews.com
May 20, 2025 at 11:06 AM
If Morocco becomes an EV export hub for Chinese automakers it will be one of the greatest EU fumbles of all time. Seriously. Our own backyard.
www.moroccoworldnews.com/2025/05/2006...
www.moroccoworldnews.com/2025/05/2006...
Reposted by Gniewomir Flis
Three questions lie at the heart of any discussion of the transition to net zero. How to decarbonize the grid; how to maintain grid stability; and how to do both affordably. How one neglected approach could provide a big part of the answers…
mliebreich.substack.com/p/decarboniz...
mliebreich.substack.com/p/decarboniz...
Decarbonizing the last few percent
Three questions lie at the heart of any discussion of the transition to net zero. How to decarbonize the grid; how to maintain grid stability; and how to do both affordably.
mliebreich.substack.com
May 18, 2025 at 11:08 PM
Three questions lie at the heart of any discussion of the transition to net zero. How to decarbonize the grid; how to maintain grid stability; and how to do both affordably. How one neglected approach could provide a big part of the answers…
mliebreich.substack.com/p/decarboniz...
mliebreich.substack.com/p/decarboniz...
Some of you will hate this take but repealing 45V might not be the worst idea, tbh. In the US context of cheap gas and plentiful CO2 storage potential, 45Q provides much better value for money.
That said, leaving the credit and letting technologies compete would probably be best
That said, leaving the credit and letting technologies compete would probably be best
May 18, 2025 at 5:01 PM
Some of you will hate this take but repealing 45V might not be the worst idea, tbh. In the US context of cheap gas and plentiful CO2 storage potential, 45Q provides much better value for money.
That said, leaving the credit and letting technologies compete would probably be best
That said, leaving the credit and letting technologies compete would probably be best
Two different values for upstream emissions of natural gas in the same document - RFNBO Delegated Act (emissions methodology). Anyone can tell me what's the difference/which one is right
May 13, 2025 at 1:20 PM
Two different values for upstream emissions of natural gas in the same document - RFNBO Delegated Act (emissions methodology). Anyone can tell me what's the difference/which one is right
Professional update: my time as founder-in-residence at Marble has come to an end. Turns out inventing a new PtX technology is actually insanely hard.
Still, the experience was incredible, and I've learned so much. Gonna write up my discoveries for y'all in the next few weeks.
Still, the experience was incredible, and I've learned so much. Gonna write up my discoveries for y'all in the next few weeks.
May 2, 2025 at 2:31 PM
Professional update: my time as founder-in-residence at Marble has come to an end. Turns out inventing a new PtX technology is actually insanely hard.
Still, the experience was incredible, and I've learned so much. Gonna write up my discoveries for y'all in the next few weeks.
Still, the experience was incredible, and I've learned so much. Gonna write up my discoveries for y'all in the next few weeks.
Brutal decline in climatetech funding since 2021
May 1, 2025 at 6:18 PM
Brutal decline in climatetech funding since 2021
Wild stat: if you invested in Plug Power 10 years ago you’d be 67% poorer today (nominal)
April 27, 2025 at 2:25 PM
Wild stat: if you invested in Plug Power 10 years ago you’d be 67% poorer today (nominal)
How did China develop the world's most impressive supply chain? In no small part due to focusing public support on incentivising scale-ups. Contrast with US + EU where public funding tends to focus on R&D. Y axis is % of GDP
April 23, 2025 at 12:16 PM
How did China develop the world's most impressive supply chain? In no small part due to focusing public support on incentivising scale-ups. Contrast with US + EU where public funding tends to focus on R&D. Y axis is % of GDP
Reposted by Gniewomir Flis
My view, which is unpopular with almost everyone, is that BP actually had under Looney a semblance of a genuine strategy to diversify away from hydrocarbons. So I'm 100% not surprised at this.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
BP Expects to Report Lower First-Quarter Upstream Production
BP Plc said debts mounted in the first quarter, yet another setback for the UK energy major as it struggles to turn its finances around.
www.bloomberg.com
April 16, 2025 at 2:58 AM
My view, which is unpopular with almost everyone, is that BP actually had under Looney a semblance of a genuine strategy to diversify away from hydrocarbons. So I'm 100% not surprised at this.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
After going bankrupt, Nikola's factory has just been sold to Lucid motors - the luxury BEV car maker - for $30 million.
Lucid did not purchase Nikola's hydrogen portfolio though. The Nikola hydrogen truck is now officially dead.
www.electrive.com/2025/04/11/l...
Lucid did not purchase Nikola's hydrogen portfolio though. The Nikola hydrogen truck is now officially dead.
www.electrive.com/2025/04/11/l...
Lucid buys Nikola factory at an auction - electrive.com
The Californian EV manufacturer Lucid has acquired the former production facility, headquarters and development centre of the insolvent electric truck
www.electrive.com
April 16, 2025 at 9:37 AM
After going bankrupt, Nikola's factory has just been sold to Lucid motors - the luxury BEV car maker - for $30 million.
Lucid did not purchase Nikola's hydrogen portfolio though. The Nikola hydrogen truck is now officially dead.
www.electrive.com/2025/04/11/l...
Lucid did not purchase Nikola's hydrogen portfolio though. The Nikola hydrogen truck is now officially dead.
www.electrive.com/2025/04/11/l...
Reposted by Gniewomir Flis
Our information space is nothing less than a geopolitical battleground.
Russia has invested over a billion euros in their state-controlled propaganda outlets in the last few years. It is increasing year on year.
My speech at the Conference on FIMI → europa.eu/!pFBFNP
Russia has invested over a billion euros in their state-controlled propaganda outlets in the last few years. It is increasing year on year.
My speech at the Conference on FIMI → europa.eu/!pFBFNP
March 19, 2025 at 5:22 PM
Our information space is nothing less than a geopolitical battleground.
Russia has invested over a billion euros in their state-controlled propaganda outlets in the last few years. It is increasing year on year.
My speech at the Conference on FIMI → europa.eu/!pFBFNP
Russia has invested over a billion euros in their state-controlled propaganda outlets in the last few years. It is increasing year on year.
My speech at the Conference on FIMI → europa.eu/!pFBFNP
That the EU ran two Hydrogen Bank auctions before doing one for batteries is a good summary of what went wrong.
March 19, 2025 at 8:30 PM
That the EU ran two Hydrogen Bank auctions before doing one for batteries is a good summary of what went wrong.
Ugh c'mon y'all, do we actually care about decarbonisation or not? Every net zero Europe analysis shows we need hydrogen.
The counterfactual to not building this pipeline is not investment in North African refineries/factories - it's most likely blue hydrogen from the US or the Gulf.
The counterfactual to not building this pipeline is not investment in North African refineries/factories - it's most likely blue hydrogen from the US or the Gulf.
📣Today 87 CSOs say NO to the #SouthH2Corridor, a 3,300km pipeline to transport #H2 from North Africa to Germany via Italy.
❌ Benefiting corporations while draining Africa’s land, water & public resources
bit.ly/43Plrva
@elegere.bsky.social @tninstitute.bsky.social @counter-balance.bsky.social
❌ Benefiting corporations while draining Africa’s land, water & public resources
bit.ly/43Plrva
@elegere.bsky.social @tninstitute.bsky.social @counter-balance.bsky.social
March 17, 2025 at 10:53 AM
Ugh c'mon y'all, do we actually care about decarbonisation or not? Every net zero Europe analysis shows we need hydrogen.
The counterfactual to not building this pipeline is not investment in North African refineries/factories - it's most likely blue hydrogen from the US or the Gulf.
The counterfactual to not building this pipeline is not investment in North African refineries/factories - it's most likely blue hydrogen from the US or the Gulf.
Reposted by Gniewomir Flis
🔴 NEW 🔴
The Heritage Foundation, the group behind the radical pro-Trump Project 2025 agenda, held a private discussion this week about how to dismantle the EU.
📝 @desmog.bsky.social report 👇🏻
The Heritage Foundation, the group behind the radical pro-Trump Project 2025 agenda, held a private discussion this week about how to dismantle the EU.
📝 @desmog.bsky.social report 👇🏻
Heritage Foundation and Allies Discuss Dismantling the EU
The group that drafted a key blueprint for Donald Trump’s second term convened a meeting in Washington D.C. this week to consider proposals for bulldozing the European Union (EU). The Polish investiga...
www.desmog.com
March 14, 2025 at 5:10 PM
🔴 NEW 🔴
The Heritage Foundation, the group behind the radical pro-Trump Project 2025 agenda, held a private discussion this week about how to dismantle the EU.
📝 @desmog.bsky.social report 👇🏻
The Heritage Foundation, the group behind the radical pro-Trump Project 2025 agenda, held a private discussion this week about how to dismantle the EU.
📝 @desmog.bsky.social report 👇🏻
A silly lil reel I made of a visit to Arcelor Mittal’s steelworks in Ghent.
The scale was like nothing I’ve ever seen before. First person factorio. Mindblowing how we learned to turn rocks into big ol slabs and coils of steel.
The scale was like nothing I’ve ever seen before. First person factorio. Mindblowing how we learned to turn rocks into big ol slabs and coils of steel.
March 16, 2025 at 8:38 AM
A silly lil reel I made of a visit to Arcelor Mittal’s steelworks in Ghent.
The scale was like nothing I’ve ever seen before. First person factorio. Mindblowing how we learned to turn rocks into big ol slabs and coils of steel.
The scale was like nothing I’ve ever seen before. First person factorio. Mindblowing how we learned to turn rocks into big ol slabs and coils of steel.
Yes orange man bad on many levels but he’s galvanising the EU into action like nothing I’ve ever seen before. Is this what being back feels like?
March 15, 2025 at 10:13 PM
Yes orange man bad on many levels but he’s galvanising the EU into action like nothing I’ve ever seen before. Is this what being back feels like?
Reposted by Gniewomir Flis
I'm looking for a good chart comparing the emissions reductions of using X amount of electricity for hydrogen vs. direct electrification across many use cases. It's for a chapter of a book I'm writing. Anyone got suggestions?
February 24, 2025 at 6:45 PM
I'm looking for a good chart comparing the emissions reductions of using X amount of electricity for hydrogen vs. direct electrification across many use cases. It's for a chapter of a book I'm writing. Anyone got suggestions?
Reposted by Gniewomir Flis
Russian defence spending exceeds all of Europe combined, study finds
Russian defence spending exceeds all of Europe combined, study finds
IISS assessment lays bare challenges facing Europe should US cut back Ukraine military support
on.ft.com
February 12, 2025 at 8:39 PM
Russian defence spending exceeds all of Europe combined, study finds
Consider that if we stopped using crop-based biofuels for road transport and instead put them to work in planes, we could decarbonise 25% of aviation by tomorrow.
Chart from Shell's 2025 Energy Security Scenarios.
Chart from Shell's 2025 Energy Security Scenarios.
February 12, 2025 at 12:35 PM
Consider that if we stopped using crop-based biofuels for road transport and instead put them to work in planes, we could decarbonise 25% of aviation by tomorrow.
Chart from Shell's 2025 Energy Security Scenarios.
Chart from Shell's 2025 Energy Security Scenarios.
You should be blackpilling on e-fuels. It's 4x cheaper to abate emissions using biomass CHP + CCS rather than using biomass as a source of biogenic CO2 for e-kerosene. This in recent analysis by Tobias Johan at Danish think tank Concito.
February 10, 2025 at 5:30 PM
You should be blackpilling on e-fuels. It's 4x cheaper to abate emissions using biomass CHP + CCS rather than using biomass as a source of biogenic CO2 for e-kerosene. This in recent analysis by Tobias Johan at Danish think tank Concito.
I live for corporate PR merch like children’s PtX stories
February 7, 2025 at 4:02 PM
I live for corporate PR merch like children’s PtX stories