Caner Can Profile picture
Oct 16, 2021 21 tweets 17 min read
Renewables require production boom of rare earth materials for clean energy transition. @IEA Critical Minerals Report 2021: Mineral demand for clean energy techn. would rise by 4X by 2040 to meet climate goals. Energy transitions will have far-reaching consequences for mining! ImageImageImage
Meanwhile mining Capex... Large future deficits in metals expected. #metals #miners #EnergyTransition Image
Submarine cable for an offshore wind turbine, 50kg/m of copper needed. | #RareEarths #Renewables via @NatalieBiggs_C6 ImageImage
Lithium prices are rising at their fastest pace in years, setting off a race to secure supplies & fueling worries about long-term shortages. Lithium is used in rechargeable batteries that power everything from electric vehicles to smartphones.#RareEarths 📎wsj.com/articles/lithi… ImageImage
📎 "Daimler Says Sustainable Batteries Will Be a Marathon Struggle" #NetZero #GreenDeal
bloomberg.com/news/articles/…
Lithium is a basic component of lithium-ion batteries, enabling flow of electrical currents. Because of the metal’s light weight, long life, large storage capacity & easy recharging, demand will grow to power #EVs.
#RareEarth #NetZero #Mining @TeagueEgan nytimes.com/2021/12/16/bus…
.@IEA predicts 95% new RE installed capacity by 2026. Over time, global energy transitions will fundamentally alter mineral and energy resource flows.

Good read: 📎energyx.com/industry-news/…

#RenewableEnergy #NetZero #EnergyTransition ImageImageImageImage
The price of batteries for electric vehicles looks set to rise in 2022 following a decade of sharp decline as supplies of lithium and other raw materials fail to keep up with ballooning demand. #EVs #RareEarth asia.nikkei.com/Spotlight/Mark…
The German-Australian company aims to start commercial production of lithium by 2024 in the Upper Rhine Valley along the French-German border.

reuters.com/business/lithi…
🇺🇸 U.S. reliance on foreign sources for raw & processed mineral materials is growing. In 2021, U.S. imports made up more than half of U.S. consumption of 47 mineral commodities, of those minerals, the U.S. is 100% net import reliant for 17 of them. #RareEarth #NetZero Image
📎 Dünya madencilik devi Rio Tinto'nun (Avustralya), Sırbistan'da aylar süren gösteriler nedeniyle faaliyetleri ve 2,4 milyar dolarlık projesi Ocak ayı sonunda durduruldu. #RareEarths
An ambitious fast-track decarbonized #Energy Transition and decarbonized energy network is highly material intensive.Scaling up solar, wind & batteries means scaling up mining of the refined minerals they require. In the commodity world,that leads to price volatility & inflation. ImageImageImage
Scaling up solar, wind & batteries means scaling up mining of the refined minerals they require. In the commodity world, that leads to price volatility and inflation. @chigrl ImageImageImageImage

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More from @hcanercan

Mar 6
7 Mart 2022. WTI $130 ve Brent $137'ı gördü... #oott Image
Piyasalar Rus petrolüne ambargo uygulanma ihtimalini yukarı yönlü fiyatladı. İnanılmaz rakamlar.
Read 4 tweets
Feb 15, 2021
Atlamayalım! Bugün Türkiyemiz de karlar altında, Teksas da. Ama Teksas’ta elektrik yok! Bir ülke olsaydı dünyanın 10. büyük ekonomisi olurdu denilen, 30 milyon nüfusa sahip Teksas’ta 2,5 milyon kişi saatlerdir elektriksiz. Elektrik üretimi durmuş durumda! #EnergyTwitter #ongt
Enerjiyi üretmek, yönetmek ve denetlemek, her biri farklı uzmanlık ve deneyim gerektiren alanlar. Her birinin önemi ve anlamı ancak sorun yaşandığında anlaşılabiliyor.
🇹🇷#TurKEYforEnergy 🧿
ABD’nin elektrik iletim altyapısı hakkında fikir vermesi açısından güzel bir örnek. Yer New Orleans. Tarih, bugün.

Read 57 tweets
Jan 27, 2021
🇹🇷Ülkemizin yenilenebilir enerji alanındaki rekorları devam ediyor. 24 Ocak, Pazar günü, elektrik üretimimizde günlük bazda rüzgarda1⃣en yüksek seviyeyi gördük (167 GWh)2⃣toplam üretim içerisinde en büyük payı elde ettik ve ilk defa %20’yi geçtik (%21.4). Belki de daha önemlisi,+ Image
toplam elektrik üretiminde yenilebilirin payının bu kadar artmasına rağmen ülkemizde kesintisiz elektrik arzında hiçbir sorun yaşanmadı. Bir sınavı daha başarıyla geçtik. Örneğin, Avrupa'da, 2006'dan beri en büyük ölçekli elektrik kesintisi olarak kayıtlara geçen 8 Ocak 2021 + Image
tarihinde meydana gelen ve Almanya ile İspanya'yı büyük ölçüde elektriksiz bırakan kesintinin aşırı yenilenebilir enerji üretiminden kaynaklanma ihtimali üzerinde duruluyor. Bu duruma daha önce Kaliforniya'da da şahit olmuştuk. +

Read 4 tweets
Jan 4, 2021
👁‍🗨Follow-up for my earlier tweet in last August. @RBNEnergy's 2021 #10 energy prognostication for 2021: "U.S. natural gas is now totally dependent on exports to balance supply and demand." #lng #ongt Image
📎 Image
📎 ImageImage
Read 4 tweets
Dec 27, 2020
Bölgesinde enerji ticaretinde kaydadeğer yeni fırsatlar sunabilecek en büyük pazara sahip tek ülke Türkiye’mizde, enerji sektöründe ilkler ve enlerle dolu bir yılı geride bırakmak üzereyiz. Neler mi oldu? #TurKEYforEnergy
@MFATurkey @TCEnerji @trpetrolleri @epiastr @InvestTurkey Image
Ocak ayında ülkemizin doğal gaz tüketiminde 6,7 bcm değeriyle aylık bazda rekor bir seviyeye ulaşıldı. Image
24 Mayıs günü ülkemizin elektrik üretiminin %90'ı yerli ve yenilenebilir kaynaklardan elde edilerek günlük üretimde rekor kırıldı. #Yenilenebilir Image
Read 16 tweets
Dec 7, 2020
Being a safe harbor for investments, member of
@Energy_Charter, 🇹🇷Turkey invites all investors to take part in Turkiye’s lucrative and bright energy future. @TCEnerji updated Investor’s Guides for Natural Gas, Electricity and Mining Sectors in Turkey. #TurKEYforEnery #ongt #oot
📌2020 Investors Guide for Electricity Sector in 🇹🇷 Turkey. #TurKEYforEnergy #InvestTurkey @InvestTurkey @TCEnerji @MFATurkey

📎enerjiapi.etkb.gov.tr//Media/Dizin/D…
📌2020 Investors Guide for Natural Gas Sector in 🇹🇷 Turkey. #TurKEYforEnergy #InvestTurkey @InvestTurkey @TCEnerji @MFATurkey

📎enerjiapi.etkb.gov.tr//Media/Dizin/D…
Read 4 tweets

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