THREAD: The IEA global energy review 2026 * CO2 record high, but growth nearly ground to halt * Clean energy shaved 3bn tonnes off CO2 * Fossil-fuel power pushed into reverse * Age of Electricity "confirmed" * "Extraordinary" solar growth * Batteries up 40% * EVs up 20% 1/10

New steel value chain in the making? Iron ore from AUSTRALIA; Energy from the SUN + desali'd water from the OCEAN (that will largely circulate in a closed loop) -> to produce Hydrogen in NAMIBIA -> to produce DRI for GERMANY In April first 80t produced (later 15kt/a) www.heise.de/news/Stahlpr...

MSFT *is* the carbon removal market, so if this is anything more than a brief pause, it's a v. big deal & v. bad news for an already shaky sector. via @robinsonmeyer.bsky.social heatmap.news/carbon-remov...

NEW: Microsoft Is Pausing Carbon Removal Purchases The tech giant has been the overwhelming buyer of carbon removal technologies, accounting for 90%+ of industry volume last year. Now sources tell me it’s pausing its voluntary buying. a @heatmap.news exclusive heatmap.news/carbon-remov...

This is quite extraordinary- scientists set a kind of trap for AI chat bots by inventing a fake disease. AI told people it was real and… the deliberately bogus preprints started being cited in peer reviewed literature 🫣 🧪 #MedSky www.nature.com/articles/d41...

In ihrem aktuellen FAZ-Gastbeitrag beklagt Katherina Reiche eine "Selbsttäuschunug" in der Energiepolitik. Tatsächlich fällt der Täuschungsvorwurf aber teilweise auf sie selbst zurück, denn der Text enthält diverse falsche oder irreführende Zahlen. Ein Thread. (1/17) www.faz.net/aktuell/wirt...

I can't stop admiring this photo by the Artemis II crew made of the moon. (Nikon D5 shot at f 7.1 at 800th of a second on 400 iso at 80 mm)

There it is—Dated Brent (i.e., spot) crude hits $144.46/bbl, a new all-time high.

#NowHiring The @wmo-global.bsky.social , which with UNEP set up the IPCC in 1988 to provide policymakers with assessments of science related to climate change, is recruiting the position of Secretary of the IPCC to lead its Secretariat. ➡️ lnkd.in/gsGqXPGU 📆 Apply by 16 April 2026

#Artemis II - We have the first image from yesterdays Lunar flyby captured by the crew on Orion EARTHSET. April 6, 2026. Humanity, from the other side. First photo from the far side of the Moon. Captured from Orion as Earth dips beyond the lunar horizon. 🚀🌕🌍

IPCC: ‘Frustrating and disappointing’ meeting leaves AR7 timeline in deadlock ✍️ @ayeshatandon.carbonbrief.org @ceciliakeating.carbonbrief.org @daisydunne.carbonbrief.org Read here ⬇️

"Defending Net-Zero: A New Role for Carbon Dioxide Removal" My @libmod.de policy brief on why CDR policy must be reoriented to actively defend the net-zero objective is now available in English: libmod.de/en/policy-pa... Key messages 🧵 /1

🚨 BREAKING: The European Commission has urged people to work from home, drive and fly less, and for EU countries to urgently roll out renewables, as it warned of a prolonged energy crisis as a result of the conflict in the Gulf. Full story: www.politico.eu/article/euro...

The Global Warming Potential (GWP) is problematic, a 20-year time horizon is even more problematic... CO2 & CH4 behave differently making the GWP inappropriate (GWP* better if used correctly, separate targets better, etc) @hausfath.bsky.social explains www.theclimatebrink.com/p/using-a-20...

💡 Clean manufacturing investment in Europe remains stable. Battery investment stays high at €2B per quarter, while solar lags behind. EV investment has dipped as the 2035 ban on polluting cars is called into question. With the upcoming Industrial Accelerator Act, the EU hopes to boost investment.

1/ The world is facing a 'ticking time bomb' from its supply of oil, according to a briefing note from JP Morgan. Physical scarcity of oil is about to unfold across the globe, spreading sequentially through April from east to west, causing major economic disruption worldwide. ⬇️

As expected, the objection was rejected by the centre-right to far-right majority in the EP, including what looks like quite a bit of support from Renew. Did not expect, though, to see that standing ovations from the right & far-right erupting to in the EP plenary afterwards.

Texas is deploying battery storage so fast that it's almost keeping up with the other 49 states... by itself!

Quite unfortunate that Katherina Reiche deliberately misunderstands the net-zero target. The flexibility she calls for is already built into EU mitigation targets: net-zero doesn’t mean ‘zero’ emissions in 2050. According to EU scenarios, we’ll still emit ~400Mt CO2 (=gross reduction of ~90%)

Trump is buying back Total's offshore wind leases dollar-for-dollar under an agreement that Total will reinvest the money in oil and gas. www.doi.gov/pressrelease...

BREAKING: The blackout in Spain and Portugal in April 2025 did NOT happen because of renewables. The final ENTSO-E report on last year's Iberian blackout is out — and it's essential reading for anyone working on the energy transition. www.entsoe.eu/news/2026/03...

Lesenswerter Thread von @felixschenuit.bsky.social‬ zum Fachgespräch im Umweltausschuss zu CCS. Wer über Carbon Management spricht, muss auch über verlässliche klimapolitische Rahmenbedingungen sprechen. zur Schritflichen Stellungnahme: www.bundestag.de/resource/blo...

Was zu oft übersehen wird: Carbon Management braucht Klimapolitik. Investitionsentscheidungen für CCS brauchen einen robusten CO2-Preis und glaubwürdige Klimapolitik. Je größer die Unsicherheit, desto länger lassen CCS-Investitionen auf sich warten. /9

Though commodity traders caution Brent crude oil isn’t pricing in the full impact of war, its price has already risen faster and farther than in 2022 (today at >$100/barrel) and despite an oversupply in February. Add to that fertilizer and other raw materials shortages… a crisis is brewing

Europe is responding to the worst energy supply shock since the 1970s by... dismantling the instruments built to protect it from energy supply shocks! 🙈 1/ A thread on regulatory self-harm, strategic vassalage, and how the EU excels at making all the wrong trade-offs. 🧵

Zum Fachgespräch „CO₂-Abscheidung und -Speicherung (CCS)” durfte ich heute im Umweltausschuss als Sachverständiger beitragen. Was aus meiner Sicht zentral für die CCS-Debatte ist: 🧵

You have heard a lot about the EU‘s next long-term budget a.k.a. The MFF but were never quite sure what it is and how it works? @annaheckhausen.bsky.social and I have just the right thing for you: a comprehensive guide to the MFF and the upcoming negotiations on it 👇 bst-europe.eu/investitione...

You would like to contribute directly to the IPCC 7th Assessment Report ? 📢 I am recruiting a Chapter Scientist to work with me and the author team of Working Group 3 Chapter 3, on projected futures in the context of sustainable development and climate change. Join our amazing team 👇

Oh those crazy greenies. Well, it turns out that solar and wind need not pass the Hormuz strait. Strategic autonomy in action. The most self-destructive thing Europe could do now is abandon the green transition. And that’s only on geopolitical grounds. www.bloomberg.com/news/article...

The updated National GHG Inventories are starting to come in, first the EU countries. Germany had a huge revision to its LULUCF estimates last year, with another sizable revision this year. The uncertainty in LULUCF is...large! robbieandrew.github.io/country/?cou... 1/

RWE starting construction on 400MW/800MWh Germany BESS - www.energy-storage.news/rwe-starting...

Arbeitet die EVP-Fraktion im Europaparlament enger mit der AfD und anderen rechten Parteien zusammen als bisher bekannt? Ein Stück weit ist die Brandmauer bereits gefallen, sagt @nvondarza.bsky.social @swp-europe.bsky.social im Interview mit der Tagesschau. www.tagesschau.de/video/video-...

Kier Starmer: "What gives us control is renewables. Our own home-grown energy which is then more secure and more independent. That’s why I think we should go further and faster on renewables. Let’s get control of our own energy…so we don’t have to keep worrying that our bills are going to go up"

This further supports my research showing that since 2024 elections, the EPP has more often voted with the far-right than with it's 'von der Leyen' Platform partners on EU migration policy, with the trend all but certain to continue:

This and recent layoff at Boston Metals are extremely worrying. In a few short years the US built up a huge stable of transformative industrial decarbonization startups, and it risks losing them and the future they represent to other countries or oblivion.

Clean cement startup Sublime laid off two-thirds of its workforce, just months after pausing construction of its Massachusetts factory. A federal funding rollback is to blame.

El Niño is coming, and it is shaping up to be a big one. Over at The Climate Brink I've put together a compilation of the latest forecasts by different modeling groups. They suggest that we might see an event comparable in strength to what we saw in 2016: www.theclimatebrink....

Had a great time talking with @robinsonmeyer.bsky.social about why the IRA had limited political returns -- and the future of US climate policymaking heatmap.news/podcast/shif...

Droht CO2-Entnahme politisch zu scheitern? Anregende und denkenswerte Gedanken von @felixschenuit.bsky.social für @libmod.de. libmod.de/policy-paper...

Great proposal from @janeaflegal.bsky.social to shape federal rules and AI industry interests in ways that create the grid we need (deepens points made by @mliebreich.bsky.social in a SustainWhat chat) Links below 1/

Insightful perspective from @felixschenuit.bsky.social. In the debate between "don't worry about emissions, CDR will take care of everything" and "CDR only acts as mitigation deterrence", this short brief sets out clear near-term objectives that recognise political pressures on climate action.

Today on Volts: for the next few decades, we'll be in the "mid-transition," with clean energy systems growing as FF systems decline. Those FF systems will not decline smoothly -- there will be thresholds, "cliffs," where they suddenly crumble -- so maybe we should, I dunno, plan for it?

"Defending Net-Zero: A New Role for Carbon Dioxide Removal." In a new policy brief for @libmod.de, I explore what the current wave of “climate backsliding” means for CDR and why both the narrative & policy priorities may need to shift. German version: libmod.de/policy-paper... (ENG coming soon)

"Defending Net-Zero: A New Role for Carbon Dioxide Removal." In a new policy brief for @libmod.de, I explore what the current wave of “climate backsliding” means for CDR and why both the narrative & policy priorities may need to shift. German version: libmod.de/policy-paper... (ENG coming soon)

Well, that’s embarrassing.. The organizers of the EU Industry Summit in Antwerp greatly exaggerated the level of support for their criticism of the ETS. Great reporting, @ziaweise.bsky.social. Especially getting companies on the record defending the EU-ETS.

After months of wrangling and an epic list of delays, the Commission has finally released its Industrial Accelerator Act. This could turn into one of the EU’s most consequential industrial policy files in years - and the proposal is honestly not a bad place to start. Some quick thoughts:

Excited to share my newly published article with Olivia Quinn in Climatic Change, which explains why the Inflation Reduction Act passed Congress when the Waxman-Markey bill failed. It's open access so anyone can read it! link.springer.com/article/10.1...

Euractiv reporting that the Industrial Accelerator Act, slated to be presented tomorrow, may be pushed back again after it failed to secure approval on Monday At this point the sluggish "accelerator" is starting to feel like a piece of performance art... newsletter.euractiv....

FYI, oil price continues to climb (more worrying, for now, than the surge in natural gas)... 🤔 Brent is still well below the 2022 peaks, but the pass-through to retail prices is relatively quick and visible (notably at the pump), so a bigger risk to inflation expectations.