Georg Zachmann
@gzachmann.bsky.social
📤 3980
📥 473
📝 585
senior fellow - energy & climate policy - @bruegel_org Scientific Lead - GreenDealUkraїna - @HZBde
reposted by
Georg Zachmann
YEP News en
1 day ago
State electricity grid distributor Elering says it plans to encase some of its infrastructure, including transformers, in concrete, following Wednesday's... by ERR in Estonia
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Estonia plans concrete shields for electricity substations after drone strike
State electricity grid distributor Elering says it plans to encase...
https://news.err.ee/1609979482#ebu_news1609979482&ERR&en&ebu_s_id0000
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If the state uses strategic reserves (oil stocks, coal plants) to suppress prices now, going forward ... - Consumers will diversify & hedge less - Traders will store less - Utilities will invest less ... making the next crisis worse. 1/2
4 days ago
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reposted by
Georg Zachmann
Jensen Huang, the CEO of NVIDIA said at Lex Fridman's podcast (0h53) that to "solve the energy problem" more people need to understand that data centers should shift load across time and space.
@nworbmot.bsky.social
, iegor and I share this view:
www.bruegel.org/first-glance...
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How data centres can chase renewable energy across Europe
Harnessing the flexibility offered by data centres depending on renewable energy availability could cut costs and emissions
https://www.bruegel.org/first-glance/how-data-centres-can-chase-renewable-energy-across-europe
7 days ago
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Eric Mayer interviewed me for 3Sat 1) in contrast to 22/23 it is a price, not a volume crisis 2) global price ↑ affect imports from all regions (incl NO) as contracts are largely indexed to Brent/TTF 3) increased EU import cost is roughly €100bn for oil, & €100bn gas
www.linkedin.com/posts/eric-m...
7 days ago
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Jensen Huang, the CEO of NVIDIA said at Lex Fridman's podcast (0h53) that to "solve the energy problem" more people need to understand that data centers should shift load across time and space.
@nworbmot.bsky.social
, iegor and I share this view:
www.bruegel.org/first-glance...
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How data centres can chase renewable energy across Europe
Harnessing the flexibility offered by data centres depending on renewable energy availability could cut costs and emissions
https://www.bruegel.org/first-glance/how-data-centres-can-chase-renewable-energy-across-europe
7 days ago
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reposted by
Georg Zachmann
Qatar was the one major LNG exporter geographically and politically flexible enough to sell to all major importers. While Europe bought little Qatari gas, losing that option grants the EU's current suppliers significantly more leverage over the market.
www.bruegel.org/analysis/dep...
10 days ago
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Qatar was the one major LNG exporter geographically and politically flexible enough to sell to all major importers. While Europe bought little Qatari gas, losing that option grants the EU's current suppliers significantly more leverage over the market.
www.bruegel.org/analysis/dep...
10 days ago
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reposted by
Georg Zachmann
Bruegel
13 days ago
❗ EU Council today ⚠️ Following growing calls to undermine the EU's
#emissions
trading system,
@tagliapietra.bsky.social
and
@gzachmann.bsky.social
argue that there are 5 reasons why any proposals to water down the ETS would harm economic
#competitiveness
. 🔗
www.bruegel.org/first-glance...
#euco
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Five reasons why attacking the EU carbon market is economic self-sabotage
When discussing the EU emissions trading system, policymakers should remember five risks of undermining the system
https://www.bruegel.org/first-glance/five-reasons-why-attacking-eu-carbon-market-economic-self-sabotage
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Oil and gas markets are spooked this morning as energy infrastructure became a target in the Iran war. The global energy heartland within less than 500 km from Irans borders (Gulf + Caspian) holds maybe a third of global oil and a fifth of global gas production.
13 days ago
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Normally, natural gas and carbon prices are strongly correlated. If carbon prices increase power sector switch from coal to gas -> more gas demand If gas prices increase power sector switch to coal -> more allowance demand But currently economic and regulatory uncertainty weight heavily on ETS.
13 days ago
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reposted by
Georg Zachmann
Markus Hesselmann
14 days ago
Kraftstoffmaßnahmenpaket, deutscher wird‘s nicht.
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In light of current discussions - allow me to reshare our* paper from September 2022, that provides a quick economic primer on the proposed solutions to the gas-price crisis:
www.bruegel.org/system/files...
*[by
@jzettelmeyer.bsky.social
,
@tagliapietra.bsky.social
,
@cheussaff.bsky.social
]
16 days ago
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reposted by
Georg Zachmann
Christian Odendahl
18 days ago
Italy, energy-wise, is a mystery to me.
add a skeleton here at some point
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reposted by
Georg Zachmann
Georg Weizsäcker
19 days ago
An excellent policy brief 👇🏻 from
@bruegel.org
with many informative numbers on energy dependence. Among others, it makes the important point that the US is not Russia, in terms of 🇪🇺's bargaining position. 1/n
add a skeleton here at some point
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Climate models predict an exceptionally strong El Niño coming winter - with (uncertain) median forecasts of 2.5°C above normal.
add a skeleton here at some point
19 days ago
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Data on EU's dependence on US energy.
add a skeleton here at some point
19 days ago
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Ukraine's power supply situation continued to relax this week - but the next winter will come in only seven month. GDU's weekly tracker:
greendealukraina.org/gd-tracker/s...
1/2
19 days ago
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In some of Europe's sunniest countries 1 MWh of average solar generation is still worth more than 60 € (HR, BG, RO, HU, GR) and in IT it is worth more than 90€/MWh. (In 2026 it will likely be more.) This compares to maybe 40-50 €/MWh of average cost of utility solar
www.bruegel.org/dataset/eu-r...
19 days ago
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reposted by
Georg Zachmann
Christian Odendahl
19 days ago
Nothing to add.
add a skeleton here at some point
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www.bruegel.org/first-glance...
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Five reasons why attacking the EU carbon market is economic self-sabotage
When discussing the EU emissions trading system, policymakers should remember five risks of undermining the system
https://www.bruegel.org/first-glance/five-reasons-why-attacking-eu-carbon-market-economic-self-sabotage
20 days ago
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reposted by
Georg Zachmann
Ben McWilliams
20 days ago
🆕 Dependence on fossil fuels, not on the United States, is Europe’s worry We argue that the EU's energy import dependence on the US is not comparable to the historic Russian situation. A scenario in which the US uses this trade to extract political concessions from the EU is far-fetched. 1/4
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End of the line, Berlin.
21 days ago
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reposted by
Georg Zachmann
Bruegel
23 days ago
📊Updated: EU renewables value tracker, summarised by Marie Jugé ☀️🍃Explore highlights of the average market value for solar and wind energy in the EU! 🔗Check the full dataset update:
buff.ly/sc1THH8
✒️@mariejuge.bsky.social,
@aroth.bsky.social
and
@gzachmann.bsky.social
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So we are back to discussing (indirect) subsidies for imported gas - hoping the EU consumer wins. In reality everyone - except the LNG-exporters - loses:
24 days ago
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reposted by
Georg Zachmann
Getting the market to store gas in Europe for this winter will be difficult if - as todays futures curve suggests - buying next month is always cheaper than buying this month.
26 days ago
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reposted by
Georg Zachmann
After a harsh winter, spring finally seems to be taking hold for the Ukrainian electricity system.
greendealukraina.org/gd-tracker/s...
25 days ago
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reposted by
Georg Zachmann
Last week saw the highest weekly EU LNG imports ever recorded. Total weekly gas imports also hit their highest levels since early 2023.
add a skeleton here at some point
25 days ago
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After a harsh winter, spring finally seems to be taking hold for the Ukrainian electricity system.
greendealukraina.org/gd-tracker/s...
25 days ago
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Last week saw the highest weekly EU LNG imports ever recorded. Total weekly gas imports also hit their highest levels since early 2023.
add a skeleton here at some point
25 days ago
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Getting the market to store gas in Europe for this winter will be difficult if - as todays futures curve suggests - buying next month is always cheaper than buying this month.
26 days ago
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It would be really great, if Entso-E generation data and capacity data would be consistent - especially for solar. Because of different data-definitions, production in sunny hours can be twice the capacity.
26 days ago
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French Treasury paper highlights the benefits of electricity interconnectors & argues: - Within &between country transfers might be useful to get incentives right - Value of add. domestic transmission should be considered - EU coordination to reduce cost
www.tresor.economie.gouv.fr/Articles/202...
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Les interconnexions électriques au service de la transition énergétique
Les interconnexions électriques jouent un rôle crucial dans la sécurité et l’optimisation du système électrique. Elles permettent aux consommateurs d’accéder à une électricité plus compétitive et déca...
https://www.tresor.economie.gouv.fr/Articles/2026/03/05/les-interconnexions-electriques-au-service-de-la-transition-energetique
27 days ago
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reposted by
Georg Zachmann
TTF natural gas prices jumped today by about 20% for deliveries this year: [for following years increase is much smaller]
30 days ago
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TTF natural gas prices jumped today by about 20% for deliveries this year: [for following years increase is much smaller]
30 days ago
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OPEC+ decided today to increase oil production by 206,000 barrels per day from April 2026 - mentioning low oil stocks and economic growth - but avoiding any reference to Iran.
www.opec.org/pr-detail/16...
about 1 month ago
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reposted by
Georg Zachmann
Joey Politano🏳️🌈
about 1 month ago
US data center construction rose to a new record high in data released today, exceeding a $45B annualized rate (and this only includes the data center facilities, not the expensive computers within) Growth has slowed slightly, but investment is still up 30% over the last year
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reposted by
Georg Zachmann
Josh Spero
about 1 month ago
You can have no idea where this sentence is going
as.ft.com/r/4860d9c4-7...
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reposted by
Georg Zachmann
Michael Pahle, Darius Sultani, and I published a new Bruegel Policy Brief on the EU Climate Architecture. The full paper explores several important aspects in quite some detail, so I thought I’d highlight a few key points here: 1/12
about 1 month ago
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reposted by
Georg Zachmann
Bruegel
about 1 month ago
www.bruegel.org/policy-brief...
add a skeleton here at some point
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Michael Pahle, Darius Sultani, and I published a new Bruegel Policy Brief on the EU Climate Architecture. The full paper explores several important aspects in quite some detail, so I thought I’d highlight a few key points here: 1/12
about 1 month ago
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reposted by
Georg Zachmann
Zeke Hausfather
about 1 month ago
As a rare climate scientist working in Silicon Valley, I've been drinking from the AI firehose a lot more than my peers. I thought it would be helpful to lay out my experiences of both the promise and pitfalls of using AI to accelerate scientific research:
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The AI-Augmented Scientist
The promise and pitfalls of using AI tools to boost my capabilities as a scientist
https://www.theclimatebrink.com/p/the-ai-augmented-scientist
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reposted by
Georg Zachmann
Bruegel
about 1 month ago
🌳Defragmenting European Union climate policy Simplification without carbon price convergence risks deeper fragmentation, higher costs and weaker credibility for the EU’s climate target ✒️Michael Pahle & Darius Sultani
@pik-potsdam.bsky.social
,
@gzachmann.bsky.social
🔗
buff.ly/jPO2lLj
#EconSky
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Defragmenting European Union climate policy
Simplification without carbon price convergence risks deeper fragmentation, higher costs and weaker credibility for the EU’s climate target
https://buff.ly/jPO2lLj
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www.bruegel.org/policy-brief...
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Defragmenting European Union climate policy
Simplification without carbon price convergence risks deeper fragmentation, higher costs and weaker credibility for the EU’s climate target
https://www.bruegel.org/policy-brief/defragmenting-european-union-climate-policy
about 1 month ago
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reposted by
Georg Zachmann
This week,
@aroth.bsky.social
,
@tagliapietra.bsky.social
, and I prepared a new policy brief for the ongoing discussions regarding EU electricity governance. As it covers extensive ground, I would like to highlight a few points:
about 1 month ago
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reposted by
Georg Zachmann
Our EU gas demand tracker was updated by
@bmcwilliams.bsky.social
Rather than falling in line with EU energy strategies, EU gas demand crept back up to 90% of pre-crisis levels.
www.bruegel.org/dataset/euro...
1/3
about 1 month ago
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For as long as I can remember, IT hardware followed a simple rule: wait a year, pay less. But after the COVID spike and almost three years of continuous price hikes since about 2023, that 'law' feels broken.
about 1 month ago
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reposted by
Georg Zachmann
Shahin Vallée
about 1 month ago
Did this interview with Barry Eichengreen about his forthcoming book on the history of international currencies and what it tells us about the dollar (and the euro) today.
geopolitique.eu/en/2026/02/2...
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Should we prepare for the end of the King Dollar? A Conversation with Barry Eichengreen - Groupe d'études géopolitiques
This interview was originally published in Grand Continent In the foreword of your book, you warn your reader that this is not yet another book about the history of money. And yet your work was very r...
https://geopolitique.eu/en/2026/02/20/should-we-prepare-for-the-end-of-the-king-dollar-a-conversation-with-barry-eichengreen/
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It was carbon prices, that prevented a surge in coal-based power generation in 2025 in the EU.
about 1 month ago
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Our EU gas demand tracker was updated by
@bmcwilliams.bsky.social
Rather than falling in line with EU energy strategies, EU gas demand crept back up to 90% of pre-crisis levels.
www.bruegel.org/dataset/euro...
1/3
about 1 month ago
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reposted by
Georg Zachmann
Christian Odendahl
about 1 month ago
Key insight of a very useful thread on European energy prices.
add a skeleton here at some point
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