@maxbergmann.bsky.social + @msnegovaya.bsky.social welcome Andrian Prokip + @timmcdonnell.bsky.social to #RussianRoulette to discuss Ukraine’s deepening energy crisis––including Russian attacks on Ukraine's energy infrastructure and the impact on average Ukrainians.
www.csis.org/podcasts/rus...
From the Caribbean to the Black Sea, the high seas are increasingly dangerous territory for autocratic petrostates. www.semafor.com/article/12/1...
Join me in the Ukraine pavilion tomorrow to talk about finding capital for its very unique energy transition! #cop30 cop.ukrainian-climate-office.org/program/de-r...
The global press has turned out in force to cover the world’s biggest story #COP30
I’m at the function, hmu
Bleakly poetic finale for one of Europe’s big green industrial hopes: there’s now a homepage auctioning off the entire Northvolt factory in Sweden - complete sell-off, right down to the parking signs and bike racks.
nvx.psauction.com?gad_source=1...
🟡 SCOOP: The US Department of Energy plans to cancel seven major loans and loan guarantees that had been conditionally approved under the Biden administration, @timmcdonnell.bsky.social reports.
Scoop, per a source close to the process: LPO will cancel 7 conditional loans/guarantees, the projects are listed here and include Monolith, Sunnova, and others www.semafor.com/article/05/1...
😲 “We built our last gas-fired facility in 2022, at $785/kW. If we wanted to build that same gas-fired combined cycle unit today…$2,400/kW" - NextEra CEO John Ketchum
gasoutlook.com/analysis/cos... 🔌💡
Yesterday Donald Trump said he was going to keep Cholla Generating Station, a coal plant in Arizona, open. The utility that owns it, Arizona Public Service, told that it had already stopped generating and they had procured enough resources to replace it
heatmap.news/energy/coal-...
This just in: IEEFA analysis suggests LNG is unlikely to play a major role in displacing coal (or oil) in China. Notes that "volatility in global markets and escalating tensions with suppliers like the U.S. have only weakened the case for LNG in China"; global oversupply incoming.
This story is now free for all to read:
www.politico.com/news/2025/04...
Even if there is an energy ceasefire, it just means more ammunition for Russia to continue hitting other targets
Reaching out for comment to a number of well-placed energy sources in Ukraine about possibility of energy ceasefire discussed by T & P, all think it’s too soon to mark any notable breakthrough and point to the massive attack happening right now on Kyiv as the sign T has so far achieved very little
Hands down best interview of CERA Week has been with Charlie the conference’s official emotional support pup. Her third birthday is coming soon and she is an absolute delight
I have been collecting these the last few weeks - they are timely once again:
"What we don’t want to do is drive ourselves to only one solution — that being a gas-fired solution — that’s now more expensive than it ever has been in its history,” NextEra Energy CEO John Ketchum told @timmcdonnell.bsky.social: www.semafor.com/newsletter/0... 🔌💡
NET Power's first full scale project with Oxy appears to have doubled in cost and been delayed. #energysky subscriber.politicopro.com/article/eene...
In today’s @semafor.com Net Zero, does Big Oil regret backing Trump? A scooptastic dispatch from CERAWeek in Houston, featuring NextEra CEO John Ketchum, the latest on Equinor’s renewables calculus, and more www.semafor.com/newsletter/0...
Ontario will impose a 25% export tax on the electricity it sends to Michigan, Minnesota, and New York.
www.wsj.com/livecoverage...
Trump admin kills US support for Ukraine’s energy security www.nbcnews.com/politics/sta...
Journalist Mstyslav Chernov's BAFTA-winning and Oscar-winning documentary is an unflinching inside look at the suffering that Russia's invasion has unleashed upon the Ukrainian people.
Available on @channel4tv.bsky.social
www.channel4.com/programmes/2...
Nils, would you have a minute today to chat about this?
Coming to CERA Week in Houston in a couple of weeks? Make sure to join our Monday night cocktail party featuring NextEra CEO John Ketchum and United CSO Lauren Riley, among others. events.semafor.com/accleratinge...
another great example along with Wired and Teen Vogue of how real journalism these days can be a lot braver at outlets where no one is trying to get in good with the White House press secretary
they’re out here with us, reporting on what’s happening to us all, instead of trying to get inside access
In today’s @semafor.com Net Zero, looking at the risks of Trump’s possible energy deal with Putin. Ukraine fears a repeat of Biden’s deal to lift Nord Stream 2 sanctions, which “has been haunting us for many years.”
www.semafor.com/newsletter/0...
One key piece of the geopolitical puzzle of U.S.-Panama relations is this mine, unpopular in Panama but which Trump could push to open, maybe with the kind of mineral swap he tried to push on Ukraine last week www.semafor.com/article/12/2...
Great one Hamed, love to see you continuing to crush it! We need a MJ reunion
