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Georg Zachmann @gzachmann.bsky.social · 1d

Comparing apples (EU HH-electricity prices incl taxes +35%) and oranges (US electricity CPI +38%) - but a good reminder that the data you pick can allow for drastically different narratives.

Reposted by Georg Zachmann

Dave Jones @cleanpowerdave.bsky.social · 1d

NEW: GLOBAL RENEWABLES OVERTAKES COAL

How the heck did that happen so quickly?!...🧵

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Reposted by Georg Zachmann

Joey Politano🏳️‍🌈 @josephpolitano.bsky.social · 1d

Electricity prices are up 38% over the last five years, and are re-accelerating this year

A trade regime that tariffs the wires, transformers, batteries, & other capital goods necessary to meet growing electricity demand is just going to exacerbate our power cost problem

A graph of US electricity price growth since 2020

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Reposted by Georg Zachmann

Georg Zachmann @gzachmann.bsky.social · 29d

Italy has led in prime minister turnover for most of the past three decades. At the moment it’s tied with both on their 18th new PM since 1990 - but soon France is about to take the lead, the first time since 2000.

ChatGPT figure based on Wikipedia (let me know if you spot some hallucinations)

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Georg Zachmann @gzachmann.bsky.social · 5d

NATO Resources Office has just allocated Zt60mn for planning and design of extending the Central Europe Pipeline System for fuels to Poland - the 300 km link should cost $5.5 billion acc. to Reuters:
www.reuters.com/business/ene...

I saw little discussion on this in Germany.

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Georg Zachmann @gzachmann.bsky.social · 5d

GDU Figure of the Week

After 2022 Ukraine often relied on electricity imports.

But this summer, Ukraine, once again became a structural exporter. And last month, Ukraine's exports even exceeded pre-invasion levels.

www.linkedin.com/posts/green-...
thx to R.Stubbe

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Georg Zachmann @gzachmann.bsky.social · 8d

EU annual coal imports are about 10x larger than the aggregate of the key critical raw materials tabled by Eurostat (on this nice page: ec.europa.eu/eurostat/sta...)

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Reposted by Georg Zachmann

Georg Zachmann @gzachmann.bsky.social · 10d

EU oil and oil product imports from Russia.

- Direct imports from Russia dropped drastically (now 2% of crude oil and oil products)
- Imports from TUR/IND/CHN represented 1.8% in 2021 and reached a peak of 4.4% in 2024, to fall to 3.5% in the first seven month of 2025.
...

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Georg Zachmann @gzachmann.bsky.social · 10d

... As TUR, IND and CHN sell virtually no crude oil to the EU, their increase in exports to the EU comes from oil products.

While CHN and IND oil products exports peaked in 2023, those from TUR reached a new peak in 2025 (7%).

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Georg Zachmann @gzachmann.bsky.social · 10d

EU oil and oil product imports from Russia.

- Direct imports from Russia dropped drastically (now 2% of crude oil and oil products)
- Imports from TUR/IND/CHN represented 1.8% in 2021 and reached a peak of 4.4% in 2024, to fall to 3.5% in the first seven month of 2025.
...

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Georg Zachmann @gzachmann.bsky.social · 12d

Just Published: The discussion on international flexibilities in EU climate targets is picking up. This strawman proposal should help to identify options and weak points when trying to design a robust architecture.
degruyterbrill.com/document/doi...

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Reposted by Georg Zachmann

Simone Tagliapietra @tagliapietra.bsky.social · 12d

Aujourd’hui dans Le Monde, mon commentaire sur l’Europe et le défi de la compétitivité.

www.lemonde.fr/idees/articl...

« Le problème de l’Europe n’est pas le manque d’idées, c’est l’écart entre la rhétorique et la mise en œuvre »

TRIBUNE. Que ce soit sur l’énergie face aux Etats-Unis ou dans le secteur des véhicules électriques et des batteries face à la Chine, la nouvelle Europe défendue par Ursula von der Leyen reste au mili...

www.lemonde.fr

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Georg Zachmann @gzachmann.bsky.social · 13d

Bruegel Gas Tracker Update
by @keliauskaite.bsky.social

- record seasonal LNG import
- storage level still below 2022/2023/2024 values in mid-September

www.bruegel.org/dataset/euro...

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Georg Zachmann @gzachmann.bsky.social · 13d

... and you did not see the cool ones from deep in the bowels of BESSY II

Georg Zachmann @gzachmann.bsky.social · 14d

The interconnected EU electricity system is a breeding ground for acronyms and overlapping regional institutions

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Reposted by Georg Zachmann

Simone Tagliapietra @tagliapietra.bsky.social · 28d

JOB POSTING 💼 As we keep expanding our work on energy, climate and clean tech, we at Bruegel - Improving economic policy are now searching for a climate economist to complement our team. Please share/apply! www.bruegel.org/careers/clim...

Climate economist

Deadline for applications: applications will be reviewed on a rolling basis

www.bruegel.org

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Reposted by Georg Zachmann

Nikolaus J. Kurmayer @nkurmayer.bsky.social · 19d

NEW: ACER says TSOs significantly underestimated likely benefits of a German bidding zone split

www.euractiv.com/news/grid-op...

Grid operators hid benefits of splitting uniform German electricity price, says EU regulator | Euractiv

EU regulator says flawed assumptions downplayed benefits of German-Luxembourg bidding zone split

www.euractiv.com

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Reposted by Georg Zachmann

Ugne Keliauskaite @keliauskaite.bsky.social · 22d

European gas imports @bruegel.org:
-weekly gas imports decreased driven by lower NO flows (maintenance);
-LNG volumes remain at the highest seasonal levels;
-LNG regas >90% in PL, NL and LT;
-Reverse gas flows to UA remain high;
-Gas storage: 81% in EU, 24% in UA.
www.bruegel.org/dataset/euro...

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Georg Zachmann @gzachmann.bsky.social · 22d

Elsevier has dismissed Richard Tol as editor of the highly successful "Energy Economics". His account of the alleged and the actual reasons casts an even darker shadow over the academic publishing business.

Professor Dr Richard S.J. Tol FREcon MAE @richardtol.bsky.social · 23d

All is not well at Elsevier richardtol.substack.com/p/fraud-and-...

Fraud and cover-up

richardtol.substack.com

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Reposted by Georg Zachmann

Ben McWilliams @bmcwilliams.bsky.social · 22d

Germany stands head-and-shoulders above the rest of Europe when it comes to electric vehicle exports.

In 2024, German EV exports were over €50 billion.

Followed by
🇧🇪 Belgium at €14 billion
🇪🇸 Spain at €7 billion
🇸🇪 Sweden at €6 billion

european-clean-tech-tracker.bruegel.org/geography

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Georg Zachmann @gzachmann.bsky.social · 23d

Assessment of German electricity demand was published today - arguably commissioned by the Ministry to justify reducing the speed of RES/grid invest. It's a meta-study showing the wide range of existing projections.

www.bundeswirtschaftsministerium.de/Redaktion/DE...

h/t @mkreutzfeldt.bsky.social

Figure shows very different sectoral hydrogen demands in 2045 in Germany, according to different studies.

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Georg Zachmann @gzachmann.bsky.social · 28d

The Bruegel natural gas imports tracker is back from its summer break - just as relaxed as the market itself.

Ugne Keliauskaite @keliauskaite.bsky.social · 29d

European gas imports @bruegel.org
In August:
-America's LNG made 70% of LNG imports.
Weekly flows:
-LNG at record seasonal highs, NO down (maintenance), RU Turkstream at seasonal records
-Regas >90% in LT, NL, PL
-High reverse flows to UA
-EU storage at 66%, UA 15%.
www.bruegel.org/dataset/euro...

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Georg Zachmann @gzachmann.bsky.social · 29d

After a suspected arson-attack on two distribution-grid pylons in Southeast Berlin this morning, ~43000 households were/are without electricity, including our GreenDealUkraina offices.

www.bloomberg.com/news/article...

Berlin Power Outage Hits 50,000 After Suspected Arson Attack

Tens of thousands Berlin residents were left without power after fires damaged two electricity pylons, with investigators examining the possibility of a politically-motivated attack.

www.bloomberg.com

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Georg Zachmann @gzachmann.bsky.social · 29d

Italy has led in prime minister turnover for most of the past three decades. At the moment it’s tied with both on their 18th new PM since 1990 - but soon France is about to take the lead, the first time since 2000.

ChatGPT figure based on Wikipedia (let me know if you spot some hallucinations)

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Georg Zachmann @gzachmann.bsky.social · Sep 6

Next week.

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