🌍 CESI Energy Journal Issue 31 is out: “Geopolitics in Transition: A Fluid Energy Map”
From COP28 goals to critical minerals, G7 insights to smart grids & HVDC links, explore how geopolitics is reshaping the global energy transition.
📖 Read more: cesi.it/energy-journal/…
⚡ CESI powers the future of energy in Northern Europe!
The LASGO HVDC link connects Latvia, Gotland & Sweden, enabling offshore wind, green hydrogen & CO₂ reduction by 35%.
🌍A strategic step for renewable integration & energy security.
#HVDC#Renewables#EnergyTransition…
Copper is the new gold, and we are running out
Once considered mere industrial staples, metals such as copper, nickel, and lithium have become crucial resources for technologies that drive both the global energy transition and digital transformation.
#mining#miningnews…
🌍 According to a recent report of the #IEA, total energy investment has risen over the past decade, but gaps remain.
#China, the #US & #EU saw strong growth, while many developing economies, especially in #Africa, struggle to finance #energy#infrastructure.
#CESI is helping…
“Massive nonlinear events in the global environment give rise to massive nonlinear societal events.”
We still fail to incorporate this reality in our thinking.
The climate crisis is the context in which everything else is happening.
Can we finally recycle all of the metal in scrap cars?
Scrap cars could be used to build new electric vehicles thanks to a new process for turning various aluminum alloys into a strong and moldable metal
newscientist.com/article/249430…docs.google.com/document/d/16Y…
Le projet Enlight au Royaume-Uni mise sur le recyclage du graphite irradié pour limiter les déchets radioactifs et pourrait économiser 2 milliards de livres enerzine.com/le-projet-enli…
Saviez-vous que la géothermie peut rafraîchir les bâtiments tout en économisant plus de 90% d’électricité, sans réchauffer les villes comme la climatisation classique ? enerzine.com/la-geothermie-…
⚡️China’s lithium giants are bleeding red ink 📉
•Chengxin Lithium: H1’25 net loss ¥841m 💸
•Yongxing Lithium: H1’25 net loss ~ ¥150m
•Ganfeng Lithium: H1’25 net loss ¥913m 🔻
•Tianqi Lithium: H1’25 net profit down 98% YoY 🩸
Margins collapsing, revenues falling, producers…
Distributed power is following on the heels of distributed phone service as a generational skip. Who does this hit? Imported crude, diesel, fuel oil, & even LPG. #LNG was never going to play a big role in Africa due to cost. Domestic gas use is on safer ground. @ColumbiaUEnergy
Distributed power is following on the heels of distributed phone service as a generational skip. Who does this hit? Imported crude, diesel, fuel oil, & even LPG. #LNG was never going to play a big role in Africa due to cost. Domestic gas use is on safer ground. @ColumbiaUEnergy
The shipping industry faces a monumental challenge: achieving net-zero emissions by 2050.
Our latest report reveals why decarbonising international shipping will require unprecedented collaboration across the entire value chain - from shipowners and fuel suppliers to ports and…
Excellent letter. It's even worse than Claire indicates. To meet their absurd targets, they will need lots of floating offshore wind that is even more expensive. AR7 is offering £280/MWh or more than 7X the CCC's estimate. They miles out on solar costs too.
Excellent letter. It's even worse than Claire indicates. To meet their absurd targets, they will need lots of floating offshore wind that is even more expensive. AR7 is offering £280/MWh or more than 7X the CCC's estimate. They miles out on solar costs too. https://t.co/XETHpSR0FG
🔋🔋LITHIUM DEFICIT OUTLOOK
@EVCurveFuturist is monitoring this carefully. If we do move into supply deficits this has profound consequences for the lithium market which will need higher incentive prices to add incremental production to the market.
This additional supply needs…
🔋🔋LITHIUM DEFICIT OUTLOOK
@EVCurveFuturist is monitoring this carefully. If we do move into supply deficits this has profound consequences for the lithium market which will need higher incentive prices to add incremental production to the market.
This additional supply needs…
TNR Gold Mariana Lithium royalty partner announced the start of mass production of first-generation solid-state lithium batteries in 2023.
kirillklip.blogspot.com/2025/04/tnr-go…
$TRRXF #TNRGold🔋 $TNR.v Royalties
Mariana Lithium - Ganfeng $GNENF
Batteries, EVs, Energy Storage, BYD, Argentina
TNR Gold Mariana Lithium royalty partner Ganfeng Lithium announced that it is teaming up with the automotive giant Changan to build the next generation of solid-state lithium batteries in 2024.
kirillklip.blogspot.com/2025/04/tnr-go…
$TRRXF #TNRGold🔋 $TNR.v Royalties
Mariana Lithium - Ganfeng
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