China’s leadership vows to step up push for ‘self-reliance’ in cutting-edge tech - Aims to "achieve greater self-reliance and strength in science and technology,” driven by rising tensions with the US www.ft.com/content/64e2... via @ft
Why China is winning the trade war - If a fight is unavoidable, it makes sense to prepare. This is what China has been doing since the first Trump administration, fixing their vulnerabilities, and preparing. And that is one reason why China is winning view.e.economist.com?qs=6769dc0cb...
How Europe fell out of love with climate - Europe, once was eager to showcase its climate leadership. But war, energy shocks, and a bruising cost-of-living crisis — combined with Trump’s return to the White House — have pushed climate down the agenda www.theparliamentmagazine.eu/news/article...
Revealed: Only a third of national climate pledges support ‘transition away from fossil fuels’ - Several countries even have used their 2035 climate plans to commit to increasing the production or use of fossil fuels, predominately gas www.carbonbrief.org/revealed-onl...
Crunch EU leaders’ climate talks risk opening ‘Pandora’s box’ - The EU is bracing for national leaders to vent their concerns about its green agenda — and hoping it doesn’t turn into an outright rebellion trashing EU's green legacy www.politico.eu/article/eu-2...
Trump’s victory for fossil fuels in shipping - The US got its way after threatening countries voting in favour of the deal with visa curbs, higher port fees and other penalties. www.ft.com/content/b248... via @ft
Making grids smarter: the case for innovative grid technologies - Total global grid length must grow by 2-4 times from today to 2050, from around 82mn km in 2025 to around 150–200mn km in 2050, a little greater than the distance from the Earth to the sun knowledge.energyinst.org/new-energy-w...
Will COP30 be a turning point, or a missed opportunity?- There is likely to be an increased sense of urgency, but a credible COP30 outcome will depend on strong political and real-world signals from countries, businesses and financial institutions knowledge.energyinst.org/new-energy-w...
The Great Reckoning - What the West Should Learn From China - Start with the simple recognition that the world has changed in ways we’re only beginning to understand www.theideasletter.org/essay/the-gr...
China powers global growth in electricity storage - The need for electricity storage is becoming more acute as countries roll out more wind and solar power. China is leading the way www.ft.com/content/246a... via @ft
EU to water down climate rules ahead of leaders’ summit - They are questioning the viability of EU's climate ambitions, forcing the Commission to roll back some of the bloc’s most ambitious measures. This comes after economic concern from member states www.ft.com/content/5d1b...
The hard task of exiting the populist trap - Over Fifteen years , real GDP per head in countries that succumbed to leftwing populism is around 15% and rightwing 10% lower than it would otherwise have been www.ft.com/content/2129... via @ft
US and Qatar issue energy and trade threats to EU over climate rules - They have warned EU’s Corporate Sustainability Due Diligence Directive poses an “existential threat” to the growth, competitiveness, and resilience of the EU economy and will imperil energy security www.ft.com/content/05ec...
The fallout from the AI-fuelled dash for gas - The key factor behind this is the need for reliable, round-the-clock power that renewables cannot provide www.ft.com/content/dfd8... via @ft
OIES: The Global Outlook for Gas Demand in a $6 World - The long-expected wave of LNG supply is now almost upon us, and is expected to outstrip the rise in demand for LNG and, as a result, prices could fall to $6 per MMBTU www.oxfordenergy.org/wpcms/wp-con...
Offshore wind buffeted by economic and political storms - "Driven by rising costs, a political climate where the fight against climate change and the drive for decarbonisation and energy transition has slowed down and has made space for other priorities" www.ft.com/content/056f...
Geopolitical Risk in Oil Has All But Evaporated - Due to a growing glut of oil and fear of a global economic slowdown. Brent is at $61.5/b mailchi.mp/01e0eeb41bb4...
Aramco CEO Urges Shift to Realistic Energy Transition - He described the current era as a “defining moment” for energy, arguing that the promise of abundant, affordable, and low-emission energy has not materialised, emphasising the need for hydrocarbons www.oilandgasmiddleeast.com/business/ins...
EIA: North America’s LNG export capacity could more than double by 2029 - On track to increase from 11.4 Bcf/d at the beginning of 2024 to 28.7 Bcf/d in 2029 www.eia.gov/todayinenerg...
Global Energy Perspective 2025 - Fossil fuels are projected to retain a large share of the energy mix beyond 2050. Variable renewable energy sources and gas-powered generation will likely dominate new power supply mck.co/3B3IyWK via @McKinsey
The world economy in an age of disorder - We are witnessing two huge events: the abdication of the US as global hegemon and the uncontrolled onset of what could prove to be the most important of all humanity’s technological innovations, artificial intelligence www.ft.com/content/8176...
TotalEnergies, Siemens urge EU to abolish climate law, letter on behalf of 46 European companies shows - Asking to abolish one of the EU's flagship corporate sustainability laws in order to boost the continent's competitiveness www.reuters.com/sustainabili...
