Loïc Delorme

Eh? There's a fair number of differences but I'm not sure this is one. Russia's full-scale invasion of Ukraine started on the 24th of Feb 2022; the US strikes on Iran started on the 28th of Feb. In both cases, we know just as we leave heating season that disruptions are likely by winter

Article misses the obvious. Of course, nat govs liked VdL's interventions in previous crises, she's usually excellent at reading the room. However, she has German biases and Germany's vastly different perspective on Mid East & Israel is so deeply rooted it's now invisible to them. Major blind spot.

Gas prices up by around 50% today.

A painful reminder that relying on imported fossil fuels is a risky strategy.

Screenshot of an archival document clearly written with an old typewriter. A truncated watermark says "of the European Commission". The title reads "A Summary of the objectives of an Energy Supply Policy for the Community in 1985". Below: I. Energy Demand To reduce estimated consumption in 1985 by 10% in relation to the amount initially estimated for 1985 by the more efficient use of energy. In step with the development of nuclear energy, to increase the consumption of electricity, which should in 1985 represent 35% of energy consumption (25% in 1972). II. Energy Supply To limit to 40% (63% in 1973) in 1985 the degree of Community dependence for energy on outside sources. To limit to 40% (60% in 1973) the share of oil in the overall energy supply. To limit to 75% (98% in 1973) the degree of dependence on outside sources for oil supplies. This implies production of 180 mtoe in the Community. To shift the emphasis of demand as a result, in particular by reducing consumption of heavy fuel oil in power stations. Original text can be found here: https://eur-lex.europa.eu/legal-content/EN/TXT/PDF/?uri=CELEX:51974DC0550

🚨Breaking*: European response to crisis in Iran: targets for energy efficiency (-10%), for electrification (35% by middle of next decade, up from 25% today) and for import dependency (40%, down from ~60% today). Details on national implementation to follow!

*Message seen: 53 years ago 🫠
#EUSky 🔌💡⚡

Am I reading it right that "peak left" across most measures was in 2010? The shift back to the right seems already set in by 2020, at least on those graphs. I would have put the shift much later

"Elon Musk, who, like Lazarus, flew too close to the bright (orange) sun"

Dear @pdallisonesque.bsky.social ,

You might be thinking of Icarus there. We can only hope that Musk does not make a Lazarus-like comeback in 2026.

What on earth are they referring to when they say that ETS2 is "not technologically neutral"? If you can sell a fuel which doesn't emit CO2, it won't get taxed by ETS2, whether it be hydrogen, e-fuels, biofuels, or Martian farts. It feels like a buzzword thrown in with no care for actual meaning

Is this up on Contexte yet? I can't find it anywhere

Oh ffs

We're not yet at the point of "more gas infrastructure than there is demand" but we're apparently close to "more gas than ships to carry it". Which raises the frustrating possibility that consumers see none of the benefits of this crazy overbuild, shippers do. Still, starves the petrostates. 🥈

FT graph. Title: "Freight cost for LNG has surged since October". Subtitle: Charter fee for a US to Europe round trip, $1000/day" Graph lines waves around 20k for the first three quarters of 2025 before jumping suddenly to 140k in Q4

This FT article is pretty grim in that it mostly covers traders betting that Trump is going to cave to Russia, letting their gas flood the world markets again.

However, grain of hope. This graph looks to me like the beginning of that gas glut we've been expecting.
#EnergySky

on.ft.com/48iCyWU

ETS2’s delay risks green gap dismay In Wednesday’s episode of The Jolt, Sam looks at the impact of delaying the European Union’s new carbon market on the buildings and road transport sector, plus the Philippines launches its first offsh...

I was interviewed by @foresight-ce.bsky.social on ETS2 😎

Have a listen here: foresightmedia.com/story/sMfFm4...

I'm surprised that wasn't already the case, the EU is big on mutual recognition. I guess family law doesn't move as easily as mustard and booze so 🥳

Am I doing my math wrong? Bond says that AI's energy saving/cost ratio is 600% per the IEA WEO. I checked: WEO believes data centres will consume ~1000TWh and will save 13.5EJ = 278 TWh. That's still really good but "only" a 27.8% return on energy 🔌💡

(Yes, I know the AI is also doing other stuff)

"I am not fighting chocolate and cheer, only belts no longer fitting, local optimistic says ahead of Christmas holidays"

"His comments to @steporciello.bsky.social may impact family menus soon being planned across Europe"

#EUSky #Cop30 #GreenSky 🔌💡

Social Climate Fund Letter To: Mr. Wopke Hoekstra, European Commissioner for Climate, Net Zero & Clean Growth; Mr. Dan Jørgensen, European Commissioner for Energy and Housing; Ms. Teresa Ribera, Executive Vice-President for a...

Frustrated and disappointed that, amid the 2040 target kerfuffle, there was no coverage of the ETS2 postponement. This tweak to an obscure tax law only cost €50bn or so.

We've signed an open letter calling to protect the Social Climate Fund from this sudden fiscal black hole 💫

#EUSky🔌💡

Screenshot of tweet by @SecretaryBurgum. "The EU's decision to ease heavy regulations is a step toward growth for Europe & a WIN for America! A stronger, more competitive Europe means greater demand for reliable & affordable U.S. energy. This move will support American jobs & enhance our shared national security!" Underneath is a picture focused on himself talking to a Greek delegation in the White House

And Sec for Interior and Chair of National Energy "Dominance" Council showing a few too many cards here: it's about keeping Europe dependent on American fossils with threats to our security.

Screenshot US White House Press Secretary tweeting "EU Parliament Votes to Cut ESG Rules After US Pressure Campaign", sharing a Bloomberg article by that title.

In any other administration, we would be calling out how insulting this level of open interference and pressure from the US is. They just don't even see us as a player and we're unfortunately proving them right.
#EUSky

Screenshot of an email with the words "up and coming" highlighted. Dear Loïc, Please be reminded of your up and coming desk reservation at Mundo Trone. Booking confirmation details are as follows: Date : 17-11-2025 start hour : Novh:11m end hour : 13:15

I'm so proud of my young desk reservation. It's going places.

(Also, it would be easier to tell which MEPs are only referencing their own countries, clearly intervening for the sake of a clip for their home constituents. Over half of MEPs and all opponents have mentioned their country in the first few sentences)

I'm obviously being lazy but European plenary (and committee) livestreams would be much more watchable if speakers had an on-screen banner beneath them with their name, group, and country. "MEP blasts Migration Pact" is a snooze if they're from Patriots but a bombshell if they're EPP to S&D.
#EUSky

Electrification is the key to energy efficiency Productivity gains could cut final energy demand by nearly a quarter over the next 25 years, even as global GDP doubles

Excellent article which clearly and simply repeats the basic equation: the future is electric ⚡🔌💡

on.ft.com/47PPh3c

Graph by Ember showing the Change in electricity generation, H1-2025 v H1-2024 (TWh). It shows demand up by +76TWh and renewables only providing +49TWh of that. In the centre, gas drop by 34TWh while coal grows by +51TWh

I'm no fan of this gas but gas-to-coal displacement is absolute madness 😱
Apparently not entirely Trump-driven but caused by higher gas prices but still devastating for climate (and the health of Americans) 🔌💡

Just listened to an excellent keynote from Climate and Taxation Commissioner Hoekstra followed by a word from the event sponsor... a Hungarian oil and gas company calling for cuts to taxes and regulation 🫠

#EuSky 🔌💡

Speaking as someone who struggled to find my oat milk when I moved to Brussels because they all had confusing names, this is blatantly anti-consumer

#EUSky

Wait, the French government has collapsed AGAIN!? Already!?

Screenshot of text from a Politico newsletter

Surprised @politico.com doesn't name the main culprit here. "A member state looking out for their domestic industry" in a manner that undermines EU solidarity? 🤔 Perhaps who tried to negotiate a deal around their car industry? I wonder who that could be!
(It's Germany. It's always Germany.) #EurSky

Screenshot of an email which reads: " Is your mind on the budget 💶 or the beach 🏖️ ? Hi there, Let's be honest, you're mentally on vacation already. But it's clearer than ever right now that politics doesn't stop just because your "OOO" responses are turned on. If there's one thing we know about Brussels, it's that the biggest surprises are saved for when nobody is looking. So whether you're glued to your desk chair or lounging in a deck chair, we have you covered. " The words "you're mentally on vacation already" are highlighted by the user.

Consultancy marketing teams really reading the room in Brussels today, huh? Nothing going on at all, nope #EUSky

Great to see the amazing analysis by RMI (@rockymtninst.bsky.social) get picked up in mainstream press. It's the story of the decade but few people outside the energy sector realise just how far behind we've fallen.

A screenshot of a table of numbers. 6.5 Step 4: Consolidation of Results 6.5.1 Ranking and Acceptability of Alternative Bidding Zone Configurations Columns: Ranking ; BZ configuration ; Monetised benefits for 2025 target year [€ mn] ; Transition costs [€ million] min to max ; Minimum lifetime [years] min to max ; Accepted/rejected ; Justification Anything with a positive monetised benefit is accepted. On line NL2, "1240 years maximum minimum lifetime" is highlighted by the curser.

ENTSOE has a dry sense a humour.

Headline: Germany splitting their bidding zone into 5 (!) saves €339 million/year, with payback in 4 to 8yrs.

Punchline: The Netherlands splitting in two saves €9mill/year; with ROI in 6 to ... 1240 years!

ENTSOE could not possibly comment which TSOs should pick.