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Gniewomir Flis @gnievchenko.bsky.social · May 31

Lots of hydrogen portfolio project/portfolio managers adding '& data centres' to their linkedin job descriptions lately

Gniewomir Flis @gnievchenko.bsky.social · May 21

When you read the report you find out it’s not actually good for Morocco as Chinese firms have much lower environmental standards than European companies.

Gniewomir Flis @gnievchenko.bsky.social · May 20

You can really tell it's joever for hydrogen as one of the best free newsletters has just been discontinued

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Reposted by Gniewomir Flis

Felix Hamer • electricfelix @electricfelix.bsky.social · May 20

"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”

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Gniewomir Flis @gnievchenko.bsky.social · May 20

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...

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

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Reposted by Gniewomir Flis

Michael Liebreich @mliebreich.bsky.social · May 18

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...

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

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Gniewomir Flis @gnievchenko.bsky.social · May 18

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

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Gniewomir Flis @gnievchenko.bsky.social · May 14

The answer seems to be that Table 3 is for electricity specific emissions, while Table B is direct!

Gniewomir Flis @gnievchenko.bsky.social · May 13

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

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Gniewomir Flis @gnievchenko.bsky.social · May 2

Massive thank you to the Marble team for their support throughout. No one has ever cross examined me or pushed me as hard as they have. It was revealing in many ways.

If you're a scientist wondering whether to build a company, highly encourage you to apply to the programme.

Gniewomir Flis @gnievchenko.bsky.social · May 2

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.

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Gniewomir Flis @gnievchenko.bsky.social · May 1

Brutal decline in climatetech funding since 2021

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Gniewomir Flis @gnievchenko.bsky.social · Apr 27

Wild stat: if you invested in Plug Power 10 years ago you’d be 67% poorer today (nominal)

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Gniewomir Flis @gnievchenko.bsky.social · Apr 23

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

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Reposted by Gniewomir Flis

Kate Mackenzie @katemac.bsky.social · Apr 16

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...

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

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Gniewomir Flis @gnievchenko.bsky.social · Apr 16

Ha I also thought he really tried. Made it all the more frustrating to watch protestors and activists constantly rip into him

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Gniewomir Flis @gnievchenko.bsky.social · Apr 16

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 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

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Reposted by Gniewomir Flis

Kaja Kallas @kajakallas.bsky.social · Mar 19

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

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Gniewomir Flis @gnievchenko.bsky.social · Mar 19

That the EU ran two Hydrogen Bank auctions before doing one for batteries is a good summary of what went wrong.

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Gniewomir Flis @gnievchenko.bsky.social · Mar 17

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.

Corporate Europe Observatory (CEO) @corporateeurope.org · Mar 17

📣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

Over a photo of Helio Dilolwa in Unsplash (https://unsplash.com/es/fotos/muelle-de-madera-marron-en-el-cuerpo-de-agua-durante-el-dia-jFbhhadKV5g?utm_content=creditShareLink&utm_medium=referral&utm_source=unsplash) with half-way constructed pipelines going into the water, a big banner in the middle with white background and big capital letters reading We Say No to the South H2 Corridor, and in smaller font A statement from 87 CSO

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Gniewomir Flis @gnievchenko.bsky.social · Mar 17

Awesome, congrats @ntsafos.bsky.social !

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Reposted by Gniewomir Flis

Sam Bright @writesbright.bsky.social · Mar 14

🔴 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 👇🏻

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

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Gniewomir Flis @gnievchenko.bsky.social · Mar 16

Sounds like a fun degree! And share all your observations.

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Gniewomir Flis @gnievchenko.bsky.social · Mar 16

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.

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Gniewomir Flis @gnievchenko.bsky.social · Mar 15

Is the UK aligning itself with Russia/Putin to see mass protests like those in Belgrade?

Are there any other good reasons why people should be protesting en masse?

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