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Ⓜ️Mᴀɴᴀᴍɪɴᴅ Profile picture
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27 Apr, 4 tweets, 3 min read
The EU pays BigCem billions in EU ETS to keep polluting. The SEI co-wrote a 2016 report, the EU then closing its ETS to external offsets & hence innovation-funding is killed

As the SEIs head of *industrial transformation* could you confirm my understanding is correct @GokceMe?👍
#TSLA has a clear need & justification for Carbon credits redeemable in a mandatory ETS, as an *avoidance* measure. But what of industrial-process avoidance innovators? Did your thinktank's 2016 report forsee them *totally* shut-out of the EU ETS @GokceMe?
insideevs.com/news/438345/te…
More Stockholm thinking @GokceMe:

"LeadIT supports governments and industries to co-produce stakeholder-led pathways to low carbon industry transformation. It provides actionable measures on innovation & finance and gives a platform for sharing know-how."
industrytransition.org/what-we-do
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Ⓜ️Mᴀɴᴀᴍɪɴᴅ Profile picture
25 Apr
Very good piece Ms. Klein. I'm educating myself over ETS. This is the 1st I've read that looks into the difficulties of avoidance (rather than removal) offsets. But I'm focused only on industrial-innovation avoidance tech for low-CO2 cement @GreenBiz 🧐
greenbiz.com/article/quest-…
I dontäs see how that faces the same issues as the "avoidance" motivation is not to (say) prevent trees from being dug-up. Rather, it is a straight swap of Portland cement's 820+ kg CO2/tonne for something less. And in some cases much much less.
So I see the big issue as to how that avoidance is tallied pursuant to PA Art.14. As for pricing, much depends on the quality of the instrument being sold. I dont see the Climeworks' instruments being remotely commercial. And if it costs Climeworks $775/t then we're in trouble!
Read 5 tweets
Ⓜ️Mᴀɴᴀᴍɪɴᴅ Profile picture
25 Apr
@mc_ames @mc_ames @SEIclimate @mlaz_sei @CarbonLimitsAS @INFRAS_CH @oekoinstitut

Hopefully you'll take a look at the graphic in this thread, posted months ago to an excellent piece by @BrantWalkley. IMO your 2016 report is how the EU ETS became closed-off
threadreaderapp.com/thread/1386245…
@BrantWalkley here are my tweets yesterday so hopefully you get an insight into the deeper background.

INNOVFUND then controls the supply of cash to *chosen* innovators made possible by the EUs closed-shop ETS cartel.

We need a liberalised EU ETS 👍
threadreaderapp.com/thread/1385957…
The monograph by @mc_ames is as tone-deaf to the need for avoidance innovation as the 2016 report by @SEIclimate @mlaz_sei @CarbonLimitsAS @INFRAS_CH @oekoinstitut was, in justifying an EU closed-shop

But IMO it's about the EU owning the 💰 @BrantWalkley
tandfonline.com/doi/full/10.10…
Read 4 tweets
Ⓜ️Mᴀɴᴀᴍɪɴᴅ Profile picture
25 Apr
"Shifting completely to sustainable cement could, depending on technology used, save between 1.72 & 2.75 bn tonnes CO₂ annually"

I much enjoyed your piece @BrantWalkley but IMO the biggest block perhaps now standards 🤔

Have you looked at EMCs?
theconversation.com/sustainable-ce…
FYI. It states, EMC volcanics hit 95C at 55% OPC replacement using 335 kg total cementing materials, tests by BASF. I spoke to 7 RMC suppliers...they never heard of such results using volcanics as an input

I think it's game-changing now fly ash is over 🧐
en.wikipedia.org/wiki/Energetic…
I saw this in the comment section. Maybe you've looked at the EU ETS cartel? I'm getting my teeth into it but I'm not a lawyer. Check my tweets below this thread

IMO the EU ETS is closed to GHG avoidance innovators not just per the graphic but also by not allowing other ETS "in" Image
Read 4 tweets
Ⓜ️Mᴀɴᴀᴍɪɴᴅ Profile picture
24 Apr
Great piece @borghesi_simone @FSR_Energy. I've been learning a lot about the EU ETS cartel.

IMO the reason for closing it off to external offsetting is definitely NOT because of the Paris Accord, which you could've stated. It's ONLY about the €€€ 👍

fsr.eui.eu/eu-emission-tr…
The report used to justify closing-off the EU ETS states at p.161 "A further shortcoming of crediting mechanisms is that they do not make all polluters pay but rather subsidize the reduction of emissions"

Hence, *avoidance* INNOVATION is CLOSED OUT 🤭

ec.europa.eu/clima/sites/cl…
And with it, AVOIDANCE technologies have no obvious path for their contribution to be rewarded. Nor tallied into the Global Stocktake 🧐

How can this be justified?

Or didn't your report see a CARTEL coming @mc_ames @SEIclimate @mlaz_sei @CarbonLimitsAS @INFRAS_CH @oekoinstitut?
Read 4 tweets
Ⓜ️Mᴀɴᴀᴍɪɴᴅ Profile picture
23 Apr
CCS is a fossil fuel enabler. @jshieber's piece lays bare the difficulties innovators such as @CharmIndustrial (400 tonnes CO2) & @CarbonCure face.

We need an ETS that allows a transfer of cash to innovators. An ETS that doesn't pay polluters.
techcrunch.com/2021/04/22/as-…
Per CarbonCure's website 42,552 t CO2 saved in 603,629 truckloads. A truck is 6m^3.

That's 70kg CO2/truck. So, 11.6kg/m^3 concrete.

1 cubic meter concrete is typicality 350kg cement

Hence, @CarbonCure sequesters ~33kg CO2 per tonne cement

1 tonne of cement is 824 kg CO2
CarbonCure is MARGINAL & a GHG-enabler.

It promotes a false vista of solving Cement's awful CO2 problem when the net effect is still ~800 kg CO2/t OUTPUT 🧐

@elonmusk @PeterDiamandis did you ever consider what took me 5 mins to discern? Or was your award to "cosy" with Bill? 🤔
Read 4 tweets
Ⓜ️Mᴀɴᴀᴍɪɴᴅ Profile picture
22 Apr
"Carbon pricing is key to reach net zero GHG emissions - there is no other way to reach that target, the price needs to remain on a high level"

Okay @PIK_Climate, but do you suggest imposing it without democratic consent?

nature.com/articles/s4146…

PDF: nature.com/articles/s4146…
It's a great insight you provide but you shy away from suggesting pathways to enable a true mandate. Instead, CO2 "polluter pay" doctrines have NOT worked because they favour polluter INCUMBENTS and not innovation. So now think "Porter Model". Yes?
Second, they have kept carbon at a low price to resist building price inflation feared by economists and politicians who speak a good game but are terrified of a candid discussion with their voter base. So it's being farmed out to oligarchs who will find a way to profit anyhow
Read 4 tweets

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