"On ne sait pas ensuite où va le #GNL, il est possiblement exporté en #Allemagne", pays qui ne comptait aucun terminal avant 2022 et dont la capacité d'import reste deux fois inférieure à celle de la #France.❞
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Entre 2023 et 2024 la #France a versé 2,68 milliards d'euros à la #Russie pour son #GNL (source #IEEFA).
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「エネルギー強化により、 #小型モジュラー #リアクター に巨大な現実性チェックを与える」： The Register
「 #SMR は安価でも、迅速でも、信頼性もありません。
これらのコストに加えて、 #IEEFA の調査では、これまでに建設された SMR はどれも、提案されている建設スケジュールにほぼ間に合わないことを指摘しています。 ロシアの2基は3年で建設されるはずだったが、どちらも13年かかった。中国の石島湾SMRは4年プロジェクトと見積もられていたが12年かかった一方、アルゼンチンで進行中のCAREM 25も4年プロジェクトとして提案された。開発には1年かかりましたが、これまでに13年かかりました。 」
小型モジュール炉が次世代原子炉でこれを導入しようとする動きは国内にあるが、とても評価できるものではないし、脱炭素の工程表に間に合うようなものではない。
導入を叫ぶ奴がいたら、この記事で撃破しよう。
https://www.theregister.com/2024/06/03/small_modular_reactor_criticism/
A price cap of $7/GJ for domestic gas allows for all gas fields in eastern Australia to make profits over and above a return on equity, with some gas fields highly profitable at this level.
The Australian government has instead chosen $12/GJ as the gas capped price.
#IEEFA's LNG/gas analyst Bruce Robertson says $12/GJ is simply not reasonable and is 70% above a fair price.
Read his report here https://ieefa.org/resources/whats-fair-price-domestic-gas-12-gigajoule-too-high
#gas #oilandgas #energy #climate #energytransition #renewableenergy #Australia #electricity #companies #investors #insurance #risk #grid #banks #utilities #mining #exploration
There has been little analysis done on what constitutes a fair domestic gas price for both producers and consumers in Australia. This briefing paper analyses what a fair price is and concludes that a price cap of $7/GJ allows for substantial profits over and above a return on investment for the majority of gas produced on the east coast of Australia. It also makes the case for a domestic gas reservation on the east coast of Australia.
Adani’s Carmichael coal mine is not alleviating energy poverty in South Asia, it’s making it worse.
New #IEEFA report by Simon Nicholas.
https://ieefa.org/resources/carmichael-coal-not-reducing-poverty-south-asia
#coal #energy #mining #india #Adani #australia #bangladesh #energytransition #energysecurity #power #electricity #tariffs #godda #powerplant #poverty #Asia #climate #finance #investors #esg #carmichael #queensland #Jharkhand #southasia
During the Carmichael coal mine’s protracted development phase, backers of the Queensland project often stated that the project was needed to help people out of poverty in South Asia. This was merely coal industry spin. If anything, it is doing the exact opposite.
NEW ANALYSIS: The approval for the #UK's new Cumbria coal mine makes little sense.
The assumption the mine will meet demand from the steel industry runs counter to leading steel firms attempts to deploy new clean production technologies.
Little of the new coal will be used by UK steelmakers, who are making it clear they want government support to transition away from coal in order to remain competitive.
If the UK government wants to maintain a domestic primary steelmaking capacity, it will need to provide financial support to the major producers to transition, undermining the rationale for the mine’s approval.
It already seems clear that little of the coal from the new #Cumbria mine will be used by the UK steel industry.
But if the government moves to support the steel sector’s transition away from coal – as #Europe is already doing – then approval for the new coal mine makes even less sense.
New from #IEEFA https://ieefa.org/resources/uks-new-mine-approval-comes-steelmakers-are-accelerating-shift-away-coking-coal
#energy #climatechange #investing #news #media #climate #finance #investment #energytransition #steel #greensteel #coal #mining #producers #sustainability #australia
NEW: Today was a significant day for rebuilding Australia’s electricity system to become more reliable, affordable and less polluting.
New analysis by #IEEFA.
#energy #electricity #renewableenergy #invest #investors #capacity #energytransition #climate #climatechange #coal #gas #oilandgas #minister #government #Australia #sustainability #leadership #analysis #news
Today's Australian Energy Minister's meeting was a significant day for rebuilding Australia’s electricity system to become more reliable, affordable and less polluting, particularly in the announcement that they will implement a Capacity Investment Scheme “to accelerate the deployment of firmed renewable power".
Glencore abandons plans for a coal mine in Australia
...citing global uncertainty and its plans to phase out emissions.
#news #media #energy #coal #climate #climatechange #emissions #pollution #mining #energytransition #steel #finance #investors #Australia #UK #EU #Asia #glencore #ieefa
A massive transition has occurred in the U.S. electric power system in the past 3 years.
Wind and solar have more than matched the growth in U.S. generation, and are pushing fossil fuels—especially coal—off the grid.
New #IEEFA report.
#energy #climate #climatechange #fossil #fossilfuels #investment #investors #finance #solar #wind #turbine #grid #electricity #USA #coal #gas #oilandgas #energytransition #power #EnergyCrisis #analysis #analyst #generation
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