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teymour.me
Teymour Bourial
@teymour.me
210 followers 190 following 110 posts
I write about energy and circularity. Partner at ExoPeak. Based in Paris.
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teymour.me
Teymour Bourial @teymour.me · 8d
Honored to be featured in yet another @restofworld.org article.

This one discusses the growing dominance of Chinese battery makers, at the expense of Korean firms, and how this shift came about.

You can read it here: restofworld.org/2025/china-e...
China charges ahead as South Korea’s battery giants lose their spark
South Korea’s top battery makers are losing ground as Chinese firms dominate with cheaper technology, factory scale, and state backing.
restofworld.org
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teymour.me
Teymour Bourial @teymour.me · Sep 3
I had the opportunity to contribute to this article which discusses Midong - the world's largest PV installation, located in China's Gobi desert.

Worth reading for anyone involved in energy. There is much to learn from how China executes those mega-scale projects.

www.powermag.com/solar-by-the...
Solar by the Numbers: Midong Is China's Latest Mega-Marvel
A solar power project in the Gobi Desert has moved the needle on the size and scope of global photovoltaic installations, aided by innovation in equipment and construction. The numbers tell much of th...
www.powermag.com
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teymour.me
Teymour Bourial @teymour.me · Jul 28
China now runs the world's largest BESS farm (Kashgar, 2 GWh), wind farm (Gansu, 8-20 GW) and solar farm (Midong, 3.5 GW)
China switches on its largest standalone battery storage project
With a capacity of 2 GWh, the four-hour storage system is described as the largest lithium iron phosphate energy storage project in the country.
www.pv-magazine.com
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teymour.me
Teymour Bourial @teymour.me · Jul 22
Congratulations - looking forward to reading you!
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teymour.me
Teymour Bourial @teymour.me · Jul 22
I had the opportunity to weigh in for this article, which dives deep into the key drivers behind China’s EV and battery manufacturers - highly recommend giving it a read.
restofworld.org
Rest of World @restofworld.org · Jul 22
While all eyes were watching BYD overtake Tesla, a set of smaller Chinese EV makers quietly slipped into the global top 10. Chinese automakers now control 70% of global EV production.

Our latest story: restofworld.org/2025/chinese...
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teymour.me
Teymour Bourial @teymour.me · Jul 11
This is great - more penetration to come as EU ramps up its storage infrastructure, and continues to phase-out coal assets in Poland, Germany, Bulgaria and Spain.
cleanpowerdave.bsky.social
Dave Jones @cleanpowerdave.bsky.social · Jul 11
Nuclear☢️ has been consistently the EU's biggest source of electricity for around a decade..

That changed in June, as solar became the #1 source of EU electricity.

Sure, it's summer, but this is a big milestone for just how far solar has come, pushing coal to an all-time low💪
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teymour.me
Teymour Bourial @teymour.me · Jun 13
Agreed — O&G being all-in was a clear sign that CCUS was just a distraction to delay real action on extraction.

Policy makers and investors hardly learn though, as geoengineering is set to enter the same hype-and-bust cycle as CCUS.
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teymour.me
Teymour Bourial @teymour.me · Jun 12
This is great, thanks Ken!
100% with you on how sustainable solutions will only work if we keep investing to make them intrinsically better than alternatives.
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teymour.me
Teymour Bourial @teymour.me · Jun 12
Ongoing price spikes will get worse as US renewable power projects continue to be canceled due to shrinking subsidies, lost grants, and revoked permits.
climate.skyfleet.blue
Climate Tracker @climate.skyfleet.blue · Jun 11
Trump Has an Electricity Price Problem #Climate
Trump Has an Electricity Price Problem
heatmap.news
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teymour.me
Teymour Bourial @teymour.me · Jun 12
This is good news on all fronts.

More affordable, cleaner energy for all - especially developing countries - and less demand for oil and gas, hopefully driving prices and extraction down.
World Bank lifts ban on funding nuclear energy in boost to industry
Lender’s president says it would support projects extending the life of existing reactors
www.ft.com
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teymour.me
Teymour Bourial @teymour.me · Jun 10
The current state of the UK's power market shows how fossil fuel dependency hurts industrial competitiveness and resilience.

Norway shows what's possible instead: 98% renewable power mix (hydro & wind), and some of the lowest prices in Europe.
Why are the UK’s industrial electricity prices so high?
Businesses call for measures to help shelter manufacturers
www.ft.com
teymour.me
Teymour Bourial @teymour.me · May 27
This is sad news.
It's also very ironic to see the AAI state that "EV sales mandates were never achievable" in the US when you look at where most other developed countries stand...
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teymour.me
Teymour Bourial @teymour.me · May 27
Thanks for sharing. This is sad news.
It's also very ironic to see the AAI state that "EV sales mandates were never achievable" in the US when you look at where most other developed countries stand...
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teymour.me
Teymour Bourial @teymour.me · May 27
Many great points in this piece - both on why US/EU cooperation with China on battery production is essential, and on the safeguards needed to avoid becoming China’s assembly plant.

www.ft.com/content/baed...
Europe should abandon efforts to rival China’s battery industry, bosses say
Leaders of Eramet and Umicore call for region to seek co-operation with Asian groups
www.ft.com
teymour.me
Teymour Bourial @teymour.me · May 21
Thanks for sharing.

As a side note, this has to be one of the worst charts I've seen in a while.
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teymour.me
Teymour Bourial @teymour.me · May 21
Finally, critical minerals have become a “hot topic”, with VCs now investing in startups focused on expanding supply.

Battery and waste recycling and new extraction methods attract virtually all investments.

I hope we’ll see plenty of exciting innovations in the coming months/ years.
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teymour.me
Teymour Bourial @teymour.me · May 21
Sodium-ion is the only battery technology that could offer the West a semblance of grip over the supply chain, thanks to its abundant and widely distributed feedstock.

Yet its market presence remains limited (cf. previous chart), and China also dominates the downstream production stages.
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teymour.me
Teymour Bourial @teymour.me · May 21
Emerging battery tech is gaining ground - in particular LFP.

Bypassing China’s dominance was a major driver of battery tech R&D and investment, but in the case of LFP, China’s control is even stronger.
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teymour.me
Teymour Bourial @teymour.me · May 21
Another point that is not new, but worth re-stating: despite rapid growth in global mining capacity, copper remains a concern. A 30% supply shortfall is projected by 2035 under current policies due to falling ore grades and long lead times.
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teymour.me
Teymour Bourial @teymour.me · May 21
China’s leadership creates supply security risks for other countries – which have been very visible in the recent months.

See below the impact that recent export restrictions had on prices.
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teymour.me
Teymour Bourial @teymour.me · May 21
There are multiple reasons behind China’s leadership.

To name a few: control over extraction, strong gov subsidies that allowed rapid supply expansion and growing vertical integration of Chinese energy technology companies.

The chart below can serve as a partial illustration of that last point.
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teymour.me
Teymour Bourial @teymour.me · May 21
With the (relative) exception of copper and nickel, China now leads refined production of all key critical minerals.

Not new, but always worth re-stating.
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teymour.me
Teymour Bourial @teymour.me · May 21
This is explained by simple supply-demand dynamics, illustrated below with the example of lithium.

Global lithium demand surged nearly 30% in 2024 - three times the 2010s average - but supply grew even faster, rising by 40% and outpacing demand.
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teymour.me
Teymour Bourial @teymour.me · May 21
Prices for key battery metals such as lithium, cobalt, and nickel declined significantly in 2024 as supply growth outpaced demand. Lithium prices fell over 80% from their 2022 peak.

Interestingly, the exact opposite is happening for base metals.
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teymour.me
Teymour Bourial @teymour.me · May 21
The @iea.org just released its 2025 Global Minerals Outlook report - here are my main take-aways.

I encourage everyone to take a look at the report for themselves. It is, as usual, a goldmine of insights.
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