Johan Christian Sollid Profile picture
Dec 10 24 tweets 7 min read Read on X
The Green Transition In Denmark Has Collapsed 🇩🇰

In short:
🕯️ Brown outs already in the 2030’s
🔌 Dependent on neighboring countries
🪵 2/3 of renewables comes from biomass
🌬️ Offshore wind tender fiasco
🏝️ Energy islands postponed

A mega thread 🧵
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🔌 Brown outs already in the 2030’s

On Wedensday, @BrianVad, one of Denmark’s leading professors in 100% renewable energy systems, sounded the alarm over possible power shortages. Ironically, he’s one of the same individuals that for many years recommended a 100% RE system.
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This 100% RE system is the kind of academic table top exercise that have let us to this outcome.

This comes after the Danish TSO @EnerginetDK published its annual report on Security of Supply, which makes the argument: In the future Denmark will face serve power needs.
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🔌 Dependent on neighboring countries

Denmark are also expected to have the lowest domestic security of supply in the future. In 2034 Energinet expects domestic production in Denmark only being able to cover around 25-40% of its consumption in the most critical hour.
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By comparison countries like Norway, Sweden and France are able to cover between 75-100% of their consumption with domestic production.

Denmark will therefore by far be the country most dependent on its neighbors in the future.
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In 20-30% of the year Denmark will need to import electricity from its neighbors to keep on the lights.

In some hours Denmark will need to import between 7-11 GW of electricity in 2034. Today the maximum import requirements in Denmark are between 1-3 GW.
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The recommendation by Mathiesen would be to extend the biomass fired power plants in Denmark long into the 2030’s to secure supply.

This is quite ironic as Mathiesen and his colleagues have fought against nuclear energy on Danish soil for centuries.
7/24
His colleague and former PhD supervisor Henrik Lund was one of the central figures in The Anti Nuclear Movement in Denmark back in the 1980’s.

Today Henrik Lund is a professor at Aalborg University in Denmark and the Editor-in-Chief of Elsevier’s high impact journal Energy
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Henrik Lund said in an article from 2020 that “Nuclear energy is not a dream. It’s a nightmare”.
Lund and Mathiesen have published reports and articles on how nuclear energy is not economically feasible in Denmark, at the same time recommending biomass plants to be extended.
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🪵 2/3 of renewables come from biomass

At the same time as Mathiesen sounds the alarm and recommends to keep the biomass powered power plants running, Danish national broadcaster @tv2danmark aired a documentary about Denmark’s unsustainable use of biomass.
10/24
Most of Danish biomass is imported, which for several decades have been criticized.

While Danish energy giant Ørsted, which operates most of these plant, claim their biomass use as sustainable, new evidence show that this is a truth with modifications.
11/24
In the documentary Danish journalist Morten Speigelhauer visits Estonia, where most of Danish imported biomass comes from.

Here we see Estonian wood pellet manufactures use large healthy tree trunks in their wood pellet manufacturing.
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At the same time Ørsted claims their imports only consists of scrap wood and branches.

This is also the case with the U.S. company Enviva, which claims to only use scrap wood. Speigelhauer and his team once again deliever hard photographic evidence of this not being true at all.
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🌬️ Offshore wind tender fiasco

If all this wasn’t enough for the danish green transition to shake, yesterday the Danish energy department announced that not a single company wants to build offshore wind in the Danish North Sea.
14/24
The wind tender was constructed on the basis of the Danish state being able to earn money on private companies building wind turbines in Danish sea territory. This was the case for the offshore park Thor that back in 2022 got announced by German energy giant RWE.
15/24
For the last decade Danish politicians and lobbyists in the wind sector have guaranteed that offshore wind wouldn’t need state subsidies. Therefore it’s quite humorous to see several people in the industry whine about there not being any CFD’s in the Danish offshore tender.
16/24
It’s very clear that offshore can’t survive without state subsidies. Trying to convince the public otherwise is just misleading and irresponsible. Saying this, I’m sure several people will comment that nuclear energy also needs state subsidies.
17/24
I’m not saying this is wrong, but no large nuclear utility has tried to convince the public for decades that nuclear energy wouldn’t need state backing.
18/24
🏝️ Energy islands postponed

One day before the news about the offshore tender, Danish energy agency announced that the 3 GW tender for Energy Island Bornholm would be postponed one year.
19/24 Image
Due to problems with funding of the infrastructure surrounding the project, the agency had to postpone any bids on the offshore farms tied to the project. As the other 3 GW didn’t get any bids, it’s likely that the 3 GW at Bornholm wouldn’t get any interest either.
20/24
The whole project surrounding Energy Island Bornholm has been criticized by several independent councils and organizations as being uneconomical.

The same goes with the Energy Island North Sea that earlier this year was postponed by three years due to financing issues.
21/24
🤔 What will happen?

Denmark has put itself in a classic “Catch-22” dilemma.

On one hand we want to decarbonize our grid with wind and solar, but also keep our security of supply.

Both makes us reliant on burning unsustainable biomass for years to come.
22/24
Also the deployment of wind and solar have stalled as projects are not economically feasible anymore.

It doesn’t matter what Denmark does. It all leads to a greater emission of greenhouse gases, as the burning of biomass will continue.
23/24
The Danish government will be forced to keep its large power plants running as back-up, putting an extremely high extra toll on Danish taxpayers.

Denmarks green transition has officially collapsed.
24/24

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More from @sollidnuclear

Oct 8
Something is rotten in the State of Denmark

Several large renewable energy projects in Denmark are being scrapped or postponed.

🏝️ Energy Island Bornholm
💧 Hydrogen pipeline to Germany
🚧 Ørsted scraps several PtX projects
😳 6 GW offshore tender hanging by a thread

A 🧵
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🏝️ Energy Island Bornholm

Today The Economic Council @DORsSekretariat has dealt a significant blow to the government's ambitious Energy Island Bornholm project. The council recommends it being scrapped if the project cannot deliver socio economic profit.

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💧 Hydrogen pipeline to Germany

As one blow to the government's green ambitions wasn't enough, the hydrogren pipeline to Germany has been postponed for 3 years.

The Danish government also postponed Energy Island North Sea last month for 3 years.

Coincidence I think not.

3/5 Image
Read 5 tweets
Sep 21
APPLE, AMAZON & MICROSOFT ARE GOING NUCLEAR

More and more companies have come out embracing nuclear energy as a mean to reaching their climate targets

Soon we’ll see major companies around the globe follow suit paving the way for a cleaner, safer and more prosperous future

1/4 Image
Yesterday @Microsoft and @CEGCleanEnergy agreed to a power purchase agreement (PPA) for 20 years by restoring TMI unit 1.

The deal will secure Constellation with one of the biggest power deals ever.

~$800 million/yr for 20 years
$16 BILLION for one nuclear reactor

2/4
As yesterday couldn’t get any wilder, @amazon started hiring nuclear engineers to evaluate small nuclear reactors as a part of their decarbonization strategy for data centers.

This is a company that had once sworn to the 100% renewable-powered claim.

3/4
Read 4 tweets
Sep 17
New Energy Commissioner in EU is anti-nuclear: What will happen?

Today @DanJoergensen was nominated for the position as Energy Commissioner.

Dan Jørgensen has historically been against nuclear energy, but will this change as he’s put in charge of energy in 🇪🇺

A thread
1/10 Image
It's clear that Dan Jørgensen has been against nuclear for several years.

Looking at his Facebook-page, we find several posts, where he proudly talks about how he’ll fight against nuclear energy being recognized as sustainable in the EU taxonomy.
2/10
At COP28 last year, @jenshigh met Dan Jørgensen after the global stocktake letter was announced. He tried to ask him about nuclear energy, but as soon as he presented his affiliation, Dan Jørgensen quickly fled the scene.
3/10
Read 10 tweets
Aug 26
Energy Islands in Denmark: An economic disaster in slow motion.

Last week, Denmarks two energy island projects, North Sea and Bornholm, was deemed uneconomical once again.

Now Germany shows their interest, which finally proves the projects being a disaster.

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Last week I reported that the energy island in the North Sea has been postponed by at least three years, after Belgium withdrew their interest in the project.

The Danish minister of climate told the press that Denmark would now seek to involve Germany as a co-investor
2/11
On Friday the Danish business media @borsendk released statements from the German Ministry for Economic and Climate (@BMWK).

According to the ministry, Germany have a great interest in the project and it fits very well into the future German energy transition.

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Read 11 tweets
Aug 16
🚨 BREAKING: World’s second largest shipping company @Maersk is exploring maritime nuclear propulsion!

Together with @lloydsregister and @COREPOWER10, Maersk has joined a new study to assess the potential for nuclear propulsion in container ships.

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It’s quite paradoxical that a Danish maritime company wants to explore martime nuclear propulsion when nuclear power is literally banned by law in Denmark.

This highlights how outdated the Danish ban on nuclear power truly is.

2/5
Denmark is home to two nuclear reactor startups, Copenhagen Atomics and Seaborg Technologies.

Both companies are developing MSRs, which would be a perfect fit for large container ships

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Read 5 tweets
Mar 28
Nuclear Energy Summit 2024 in numbers 🧮

After the summit last week it’s now clear. Nuclear Energy is here to stay.

Here’s some food for thought. The 32 countries account for:
💰 72% of the world GDP
🛢️ 70% of all energy consumption
🔥 70% of the all CO2 emissions

A thread
1/8 Image
💰 World GDP:
The 32 countries that signed the joint declaration at the NES24 accounts for 72% of the world’s GDP as of october 2023.

This is mostly influenced by economies as:
🇺🇸 USA: 26.95%
🇨🇳 China: 17.7%
🇯🇵 Japan: 4.23%
🇮🇳 India: 3.73%
🇬🇧 UK: 3.33%
🇫🇷 France: 3.05%

2/8 Image
🛢️ World Energy Consumption:
The iron law of GDP and energy consumption still holds up. The countries account for nearly the same share of the world’s energy consumption as GDP.

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Read 8 tweets

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