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Feb 26 • 5 tweets • 2 min read
EU gas experts: how long into the spring before EU can afford to cut off all Russian imports of gas? I imagine in winter on short notice that is problematic, but as weather warms, can EU go entirely without Russian imports?

@JasonBordoff @AmyJaffeenergy @DxGordon
As Europe enters Spring, and with surge of US LNG and bunkering for next winter, plus a conservation push similar to Japan after Fukushima, could Europe prepare for next winter without Russia?
Should America launch a natural gas conservation effort in solidarity, to free up exports? A "Lend-Lease Act moment" for the 21st century?
A great piece here with lots of the key data and context to answer these questions. bruegel.org/2022/01/can-eu…

Seems that technically, EU has spare import capacity to displace Russia if supplies could be kept up through off-peak periods, but lots of technical & political challenges
Seems though that a lot could be done to insulate Europe from Russian gas dependence and cut off Russia's most valuable export.

Oil is another key dimension I haven't looked at yet...

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More from @JesseJenkins

JesseJenkins Profile picture
Feb 26
@east_winds Yeah it seems to be the consensus amongst geopolitics of energy folks that oil is the bigger "prize" for Russia, and I consider that valid. Still, here's why I think natural gas matters so much...
@east_winds 1. Most of Russia's oil goes to China & Asia. Most of Russia goes to Europe. Tankers are easy to reroute. Oil pipelines are fixed. So cutting gas exports to Europe could leave Russia with oversupply, and cratering gas prices.
@east_winds 2. For same reason, Europe is far more dependent on Russian gas than oil, since it's harder to find alternative supply. This gives Putin way more geopolitical leverage than from oil. Freeing EU from that leverage is key to enable more robust Western sanctions incl on Russian oil.
Read 6 tweets
JesseJenkins Profile picture
Jan 28
New @NatureEnergyJnl paper w/@HarrisonGFell @mmildenberger & @gilbeaq critically reviews @BenjaminSovaco1 et al's claims there's scant empirical evidence nuclear power is associated w/lower CO2. Turns out: there's plenty evidence if you know how to look. rdcu.be/cFUSJ
The Sovacool et al. paper, which made the rounds in October 2020, used cross-sectional regression analysis to test associations between nuclear & renewable deployment across different countries and national carbon dioxide pollution levels. See nature.com/articles/s4156…
Sovacool et al. claimed to "find that larger-scale national nuclear attachments do not tend to associate with significantly lower [CO2] while renewables do." AKA, there's no clear empirical link betwen ⬆️ nuclear & ⬇️ CO2 calling into question nuclear's role in climate mitigation
Read 24 tweets
JesseJenkins Profile picture
Dec 20, 2021
"The stakes here are incredibly high. Passing #BuildBackBetter would lower energy costs and secure both the US's climate goals and its global competitiveness in some of the most important industries of the 21st century. Failure would cost Americans dearly."

My statement ⤵️
PDF here: dropbox.com/s/6n7zjwp3ivwj…
Enacting the clean energy investments in the Build Back Better Act would cut U.S greenhouse gas emissions by a cumulative 5 billion tons (CO2-equivalent) by 2030 and put the US within easy reach of President Biden's commitment to cut emissions to half of peak levels by 2030.
Read 11 tweets
JesseJenkins Profile picture
Nov 16, 2021
🚨 NEW REPORT 🚨

"System-level of 24/7 Carbon-free Electricity Procurement" is the first study to examine the grid-level impacts of this new strategy in clean energy procurement using a sophisticated electricity system planning model.

Download: acee.princeton.edu/24-7
A growing number of leaders in clean energy procurement, incl. @Google (who financially supported this study), @Microsoft & the Biden Admin, are working to buy clean electricity to match their demand, 24/7, hour-by-hour. See this great @drvolts explainer: volts.wtf/p/an-introduct…
Voluntary purchases of renewable energy by corporate, institutional & government entities have historically procured a significant share of U.S. wind and solar resources, including 1/3rd of all wind & solar added to US grids in 2020 (see @RenewableBuyers cebuyers.org/deal-tracker/)
Read 17 tweets
JesseJenkins Profile picture
Nov 13, 2021
The bipartisan Infrastructure Investment and Jobs Act which passed November 6th is the largest investment in clean energy innovation since the Carter Administration. Maybe even bigger than that. (Someone do some inflation adjusted math please). This is way under appreciated!!
And while R&D budgets get a smaller boost (and are trending upwards in regular appropriations budgets), most of this new funding is for demonstration and deployment: hydrogen & air capture hubs, energy storage, nuclear & CCS demos CO2 pipelines & storage, grid investment & more.
There's also significant funding for energy efficiency and weatherization and for supporting US clean energy supply chains and critical materials, especially for batteries.
Read 6 tweets
JesseJenkins Profile picture
Nov 12, 2021
REPEAT Project update: Since 10/20 release of our Preliminary Report, the House passed the Infrastructure Investment & Jobs Act on 11/6 + introduced a new version of Build Back Better on 11/3.

Today we're publishing this brief Addendum to our report: dropbox.com/s/gckss8qyzfle…
There are a significant number of changes to the Build Back Better Act, which the REPEAT Project has carefully documented along with a thorough catalog of all climate and clean energy provisions in the final Infrastructure Bill at bit.ly/REPEAT-Policies.
This new Addendum compiles emissions results from our original analysis of ‘BBB 1.0’ (from 9/27) WITHOUT the Clean Electricity Performance Program (the most substantive single change from BBB 1.0 to BBB 2.0) + our initial analysis of the Infrastructure Bill impacts.
Read 11 tweets

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