Aleksi Lumijärvi
@lumijarvialeksi.bsky.social
📤 677
📥 569
📝 74
#EnergyTransition
#Climate
#Investment
#Finance
#Impact
#Nature
#Outdoor
My account, my views
Data center lobby says we need more gas turbines to meet the increasing data center power demand. But at the time when you get your hands on a new gas turbine, there will be many times more renewables + batteries installed, eating into natural gas market share.
www.politico.eu/article/euro...
loading . . .
Europe must choose between AI and climate goals, data center lobby says
Tech sector says only carbon-emitting gas plants are reliable enough today to power the EU’s AI goals.
https://www.politico.eu/article/europe-choose-ai-climate-goals-data-center-chief-warns/
about 4 hours ago
0
0
0
Norjalaisprofessorin provosoiva väite
#tuulivoima’sta
olisi ehkä voinut ollut ihan ok keskustelunaihe vuosi tai kaksi sitten. Nyt se on auttamattomasti myöhässä, ja näemme, miten dynaaminen pohjoismainen sähkömarkkina on, kun sitä ei ole pilattu vääristävillä tuilla.
share.google/fRfEykTLf4zX...
loading . . .
Norjalaisprofessori: Suomen tuulivoimalat menettävät arvonsa
Norjalaisen professorin Jonas Kristiansen Nølandin mukaan Suomen tuulivoimatuotanto voi olla muutaman vuoden päästä täysin arvotonta. Suomalaisprofessori tyrmää väitteen sanomalehti Hufvudstadsbladeti...
https://share.google/fRfEykTLf4zXteROS
22 days ago
0
0
0
What became clear in 2022, voluntary schemes can only take us so far. For a transformational change,
#policymakers
need to policy-make in the
#RealEconomy
to ensure that an environmentally sound investment is also financially the most attractive investment
www.investorsforparis.com/its-official...
loading . . .
It’s official: we’re sunsetting I4PC
After five years, we believe investor accountability has reached its limits
https://www.investorsforparis.com/its-official-were-sunsetting-i4pc/
25 days ago
0
0
0
In the past years, monthly
#EV
sales increased by 40k-70k from Feb to Mar. This year, while already starting at a higher level, sales were 100k up This time is different, in this
#fossilfuel
crisis we have alternatives. Still, the
#oil
shock is a far more difficult one to absorb than the
#LNG
shock
about 1 month ago
0
0
1
Brent crude at around $80 per barrel, same as 2024 average. The oil-consuming world doesn’t seem extremely panicked?
#EnergyTransition
oilprice.com
loading . . .
Crude Oil Prices Today | OilPrice.com
Crude oil prices & gas price charts. Oil price charts for Brent Crude, WTI & oil futures. Energy news covering oil, petroleum, natural gas and investment advice
https://oilprice.com/
4 months ago
0
0
0
Now, this is something. A 300 MW / 30 GWh iron-air battery energy storage system as part of what looks like a purely commercial setup.
#EnergyTransition
#BESS
newsroom.xcelenergy.com/news/xcel-en..
.
loading . . .
News Releases
https://newsroom.xcelenergy.com/news/xcel-en..
4 months ago
0
0
0
#Renewables
are just
#additive
, they said. It will never be able to replace
#fossil
fuels, they said. How many real-life examples do we need to ditch this fallacy?
4 months ago
0
3
0
#Germany
boosting investment - esp
#EV
from passenger cars to heavy-duty, machinery and R&D - with corporate income and other tax rebates amounting to ~€10bn/a, and with accelerated depreciation, amounting to ~€20bn/a in postponed taxation by the end of the decade.
www.tagesschau.de/wirtschaft/u...
loading . . .
Klingbeil plant umfassende Entlastungen für Unternehmen
Um die Wirtschaft anzukurbeln, plant das Finanzministerium, Unternehmen finanziell zu entlasten. Nach Informationen des ARD-Hauptstadtstudios geht es um Kaufanreize für Elektrofahrzeuge und schrittwei...
https://www.tagesschau.de/wirtschaft/unternehmen/klingbeil-steuern-abschreibungen-100.html
about 1 year ago
0
1
0
Dieseleistä akkuihin Hyvä esimerkki sähköistymistrendistä ja perinteisten suomalaisten yritysten mahdollisuuksista vihreässä siirtymässä “Aluksen voimanlähteenä on 250 tonnia painava akusto ja sähkön varastointijärjestelmä, jonka on rakentanut suomalaisyhtiö Wärtsilä.”
yle.fi/a/74-2015942...
loading . . .
Maailman suurin sähkökäyttöinen laiva laskettiin vesille – akut suomalaisyhtiöltä
Uutiset nopeasti ja luotettavasti.
https://yle.fi/a/74-20159421?utm_source=social-media-share
about 1 year ago
0
3
0
Interesting, not unexpected. With the Chinese CO2 emissions plateauing we’ll see the global CO2 emissions entering the terminal decline phase.
over 1 year ago
1
2
0
Samoilla linjoilla Energiateollisuus ry:n
@energiateollisuus.bsky.social
kanssa. Mielestäni yhden valitun toimijan ydinvoimahankkeen massiivinen tukeminen vuosikymmenien ajan veronmaksajien rahoilla on kuolleena syntynyt ajatus varsinkin tässä maailmantilanteessa.
www.hs.fi/talous/art-2...
loading . . .
Energia | Energiateollisuus tyrmää ydinvoiman hintatuen: ”Vaikutuksiltaan arvaamaton”
Vaikka pian väistyvä ilmastoministeri Kai Mykkänen (kok) vaati ydinvoimalle hintatukea, Energiateollisuuden mukaan sellaista ei valtionhallinnossa varsinaisesti valmistella. Toimitusjohtaja Leskelän m...
https://www.hs.fi/talous/art-2000010964403.html
over 1 year ago
0
3
0
Tämä oli kyllä nyt jo vähän liikaa ottaen huomioon vaatimattomat uhraukseni säiden jumalille ja Espoon liikunta ja urheilu -tulosyksikölle ☀️❄️😎
over 1 year ago
0
4
0
I gave a presentation on this back in 2022 already: US banks and asset manangers backing off from Net-zero targets as the hype cycle was reversed. Back then my message was "will be backing off", in the past two years it has become a fact backed by empirical evidence.
nypost.com/2025/01/07/b...
loading . . .
Exclusive | BlackRock may exit woke business climate group Net Zero Alliance as backlash over ESG investing widens
Larry Fink had evangelized on the need to use the company’s investing might to force corporations to reduce their carbon footprint.
https://nypost.com/2025/01/07/business/blackrock-exits-net-zero-alliance-as-backlash-over-esg-investing-widens/?utm_source=twitter&utm_campaign=nypost&utm_medium=social
over 1 year ago
0
1
0
Niinpä: ”Suureksi varautumisen ihmemaaksi itsensä nimeämä Suomi ei ole ollut ihan maineensa veroinen. Talouspolitiikka ei ole ollut varautuvaa eikä uutta luovaa. Suomi on vanhaa suojeleva, myötäsyklinen maa, jolle hyvät ajat ovat vaikeita. Säästää täällä kyllä osataan.”
www.hs.fi/paakirjoituk...
loading . . .
Kolumni | Suomen taloudella on takanaan loistava tulevaisuus
Nokia ja Venäjä olivat Suomen päättäjille hieman samankaltaisia asioita: niissä ei haluttu nähdä riskejä.
https://www.hs.fi/paakirjoitukset/art-2000010946354.html
over 1 year ago
0
3
0
reposted by
Aleksi Lumijärvi
Jenny Chase
over 1 year ago
In January 2024 we expected 2024 solar new build to be about 513GW(DC). Now we think it was about 599GW (DC). Mind you there is still 65GW of buffer in that to cover analyst cowardice. I expect it'll mostly turn up in identifiable markets, though.
2
62
14
A great article on why batteries will have much more fundamental and faster impact on the energy transition than generally understood In short, it will dramatically increase the value of wind and solar and lead to a faster than expected decline in oil consumption
cleantechnica.com/2024/12/24/w...
loading . . .
What Are The Implications Of $66/kWh Battery Packs In China? - CleanTechnica
China's battery packs plummet in price again. Hydrogen prices didn't decline and BNEF triples its estimates for future costs. The implications are huge.
https://cleantechnica.com/2024/12/24/what-are-the-implications-of-66-kwh-battery-packs-in-china/
over 1 year ago
0
6
4
TL;DR but my wild guess: Too expensive and cannot be delivered to where it’s needed?
www.bloomberg.com/news/article...
loading . . .
Why Almost Nobody Is Buying Green Hydrogen
The vast majority of projects don’t have a single customer stepping up to buy the fuel.
https://www.bloomberg.com/news/articles/2024-08-12/why-almost-nobody-is-buying-hydrogen-dashing-green-power-hopes
over 1 year ago
1
0
1
reposted by
Aleksi Lumijärvi
Flavien
over 1 year ago
Hi Katharine, here s my selection from a pack i had started on the heels of COP29
go.bsky.app/7XWyfpw
add a skeleton here at some point
1
3
1
reposted by
Aleksi Lumijärvi
Katharine Hayhoe
over 1 year ago
I'm currently building a starter pack on a critical topic: the role of finance in driving climate resilience, mitigation, and a circular economy. Investors, financial experts, development banks, researchers, innovators: who’s leading the charge in this space? Give me your top recommendations!
add a skeleton here at some point
122
980
280
Who could have imagined?
add a skeleton here at some point
over 1 year ago
0
2
0
(Quite some) way to go
over 1 year ago
0
1
0
reposted by
Aleksi Lumijärvi
The New York Times
over 1 year ago
Breaking News: Finland seized an oil tanker it suspected of involvement in damaging undersea cables and suggested it could be part of a Russian shadow fleet.
loading . . .
Finland Seizes Ship After Undersea Cable Is Cut
The country’s prime minister said the incident, the latest in a series of disruptions to undersea infrastructure, underscored the danger of a so-called Russian shadow fleet.
https://www.nytimes.com/2024/12/26/world/europe/finland-estonia-cables-russia.html?smtyp=cur&smid=bsky-nytimes
369
15211
3825
reposted by
Aleksi Lumijärvi
Financial Times
over 1 year ago
The Eagle S was seized and boarded by Finnish authorities on Thursday, a day after the Estlink 2 subsea electricity cable in the Gulf of Finland was disconnected
www.ft.com/content/0c20...
53
2002
353
Don’t get me wrong: nuclear is safe, environmentally friendly, resource-efficient and relatively reliable form of power generation. But also an uninvestable one. I don’t oppose purely commercial nuclear power projects which do not ask taxpayers to subsidise production costs and bear the risks.
add a skeleton here at some point
over 1 year ago
2
1
0
A very good point, probably applies to many other countries too, including my own.
add a skeleton here at some point
over 1 year ago
0
2
0
reposted by
Aleksi Lumijärvi
Kees van der Leun
over 1 year ago
Have you already had a look at these European energy experts? Would be great to have a thriving
#EnergySky
here! If you think this pack is useful, please repost.
go.bsky.app/PvYmi78
Suggestions still welcome, too.
add a skeleton here at some point
9
152
85
About time to ditch the “but what about China” whataboutism and adopt a new “how do we catch up with China” narrative.
#renewables
,
#batteries
,
#electrification
of end uses megatrend - things have turned upside down, wake-up time folks.
add a skeleton here at some point
over 1 year ago
0
3
1
Someone really had to make a research to state the obvious
www.cleanenergywire.org/news/shippin...
loading . . .
Shipping green hydrogen to Germany is unviable strategy for basic industry decarbonisation - report
https://www.cleanenergywire.org/news/shipping-green-hydrogen-germany-unviable-strategy-basic-industry-decarbonisation-report
over 1 year ago
0
3
0
reposted by
Aleksi Lumijärvi
about 5 years ago
Ps. Tässä @LumijarviAleksi n erittäin hyvä purku vastaavan ”mutta valtio ei osaa valita voittajia”-selkäydinreaktion tiimoilta.
https://climatefinancedotblog.wordpress.com/2020/02/23/ideologista-varjonyrkkeilya-valtion-ilmastorahasto-vs-suomen-talousviisaat/
loading . . .
Ideologista varjonyrkkeilyä: Valtion ilmastorahasto vs. S...
Suomen hallituksen esittämä valtion ilmastorahasto on puh...
https://climatefinancedotblog.wordpress.com/2020/02/23/ideologista-varjonyrkkeilya-valtion-ilmastorahasto-vs-suomen-talousviisaat/
0
1
1
It’s human to ask for more time to adapt when your market is being disrupted. But slowing down is bad if you are already far behind in the race. Instead of giving more time for combustion engines, incentives are needed to accelerate and not slow down the transition to
#electric
#transport
.
add a skeleton here at some point
over 1 year ago
0
0
0
It’s often said, at least here in the north, that after decarbonising the electricity sector the next frontier will be achieving a low-carb heating sector. My hot take (you can store it at 100% RTE for years): 1/2
add a skeleton here at some point
over 1 year ago
2
1
0
Bad day for dictators. For two dictators at least. (although not a fan of jihadists either)
www.reuters.com/world/syria-...
loading . . .
Syria Live: Assad regime ousted as Damascus falls to rebels, U.N. envoy says 'watershed moment'
Islamist Syrian rebels said they ended Bashar al-Assad's 24-year authoritarian rule, a major blow to Russia and Iran
https://www.reuters.com/world/syria-live-rebels-say-assad-gone-regime-toppled-2024-12-08/
over 1 year ago
0
0
0
reposted by
Aleksi Lumijärvi
Kees van der Leun
over 1 year ago
A starter pack focussed on Europe's energy system (demand - infrastructure - supply). But: I couldn't find that many European energy experts here yet. Please share and suggest additions, and in particular: help me bring some gender balance ;!
go.bsky.app/PvYmi78
add a skeleton here at some point
14
82
28
reposted by
Aleksi Lumijärvi
Kees van der Leun
over 1 year ago
My European energy experts starter pack just grew a lot, and became more gender-balanced, thanks to many good suggestions! If you like it, please repost it, and not just like it ;) That way, more people can benefit from it, and provide additional suggestions.
go.bsky.app/PvYmi78
add a skeleton here at some point
4
37
26
We all knew this already but it still looks pretty shocking when you put it in perspective. We can do better in
#Europe
over 1 year ago
0
3
1
#NordicCountries
leading the pack in the
#electrification
of
#transport
sector. Worried about the large
#European
economies lagging behind in this modernisation megatrend, and the impacts on the
#competitiveness
of the continent.
over 1 year ago
0
4
2
#eSAF
investment in
#Sweden
www.res-group.com/resources/ne...
loading . . .
New agreement between RES and Prime Capital - production of sustainable aviation fuel in Ånge - RES
Gothenburg, 3 December 2024 – RES, the world’s largest independent renewable energy company, has signed a sales agreement with the independent asset manager and financial services provider Prime Capit...
https://www.res-group.com/resources/news/new-agreement-between-res-and-prime-capital-production-of-sustainable-aviation-fuel-in-ange/
over 1 year ago
0
4
0
Keneltä löytyy vatsahappoja sijoittaa eLNG-tuotantoon, jonka kohdemarkkina on Itämeren laivaliikenne?
add a skeleton here at some point
over 1 year ago
0
2
0
reposted by
Aleksi Lumijärvi
Glen Peters
over 1 year ago
Four years on, has the "The ‘business as usual’ story is misleading" with
@hausfath.bsky.social
played out. Yes. The original figure (next post) had Current Policies / Stated Policies in line with SSP2-45 (modest mitigation leading to 2.5C).
www.nature.com/articles/d41...
1/
5
48
18
#Sodium-ion
#batteries
will be a thing - next decade. The incumbent battery chemistry
#LithiumIronPhosphate
#LFP
has a long lead and is still developing fast. It will take several years for sodium-ion
#BESS
to catch up.
#EnergySky
#EnergyTransition
www.energy-storage.news/byd-launches...
loading . . .
BYD launches sodium-ion grid-scale BESS product
BYD has launched what it claimed is the 'world's first high-performance' sodium-ion BESS product, using its Long Blade Battery cell.
https://www.energy-storage.news/byd-launches-sodium-ion-grid-scale-bess-product/
over 1 year ago
0
0
0
This is how it looks when big things like the global
#energy
#infrastructure
go through a
#disruption
: It took decades to reach 1TW of
#solar
#PV
but only two years to build the second terawatt. PV is doing its part to stay below 2C, now others need to step up.
pv-magazine-usa.com/2024/11/13/g...
loading . . .
Global installed PV capacity tops 2 TW
The Global Solar Council says global installed photovoltaic capacity has surpassed 2 TW. The organization says an additional 4 TW of solar capacity will likely be deployed by 2030.
https://pv-magazine-usa.com/2024/11/13/global-installed-pv-capacity-tops-2-tw/?utm_source=dlvr.it
over 1 year ago
0
3
0
#German
#Deindustrialisation
in full swing. Head of metal workers’ union calls the move ”a declaration of war on the workforce”. Sounds like complicated but not unexpected.
add a skeleton here at some point
over 1 year ago
0
0
0
Add
#Solar
and
#Battery
surge, lots of
#WindPower
,
#PeakOil
demand before 2030:
#EnergyAbundance
looming, just if
#Geopolitics
don’t mess it up
add a skeleton here at some point
over 1 year ago
0
1
0
Cross-country skiing season opened well before December, perfect weather, perfect
#Finnish
#nature
😎
over 1 year ago
0
4
0
Electric car is good, cycling is better. For you, for cities, for economy, for nature, for climate. Also for those who need to drive cars.
add a skeleton here at some point
over 1 year ago
0
19
3
People going nuts as a startup is not able to immediately compete head to head against a massive and heavily subsidised industry with decades of track record.
#EnergySky
www.reuters.com/technology/n...
loading . . .
Northvolt files for Chapter 11 bankruptcy in US, secures financing
Northvolt, the Swedish maker of battery cells for electric vehicles, said on Thursday it has filed for Chapter 11 bankruptcy protection in the U.S., and said it has secured $100 million in new financing for the process.
https://www.reuters.com/technology/northvolt-files-chapter-11-bankruptcy-us-2024-11-21/
over 1 year ago
1
3
1
Wow. Indonesia will be a top-5 economy by 2030 and is a tier-3 coal power country after China and India. Also noteworthy that the country has large domestic coal reserves and the sector is a large employer, not making it easier to do something like this.
#EnergySky
www.enerdata.net/publications...
loading . . .
Indonesia plans to phase out coal-fired power generation by 2040
The Indonesian Government has announced plans to phase out coal-fired power generation in the country within the next 15 years, effectively establishing the target for 2040. This announcement advances...
https://www.enerdata.net/publications/daily-energy-news/indonesia-plans-phase-out-coal-fired-power-generation-2040.html
over 1 year ago
0
0
0
Finally, small talk is last season and we Finns get to play to our strengths! 💪
#sauna
www.wsj.com/lifestyle/sa...
loading . . .
Want to Network in Silicon Valley? Bring a Bathing Suit
Instead of bars and restaurants, saunas are the new place for investors and founders to socialize and raise money
https://www.wsj.com/lifestyle/sauna-network-silicon-valley-bathing-suit-380c6368
over 1 year ago
1
5
2
I do the same back-and-forth but am more of a ”maybe the intermittency problem just gets solved with capitalism and batteries” person. Nice evidence here.
add a skeleton here at some point
over 1 year ago
1
1
0
Puhelinsoitto auttaa vähän. Aseellinen voima auttaa paljon.
add a skeleton here at some point
over 1 year ago
1
0
0
Load more
feeds!
log in