Believer in freedom and democracy. Opposes authoritarianism. Investor in real assets. Man Utd fan. F1 fan. Author of Eigen Values substack.
Apr 6 • 15 tweets • 3 min read
The CCC has clammed up and refusing to answer FOI requests. A thread (1/n)
The CCC's estimates of capex and opex in the 7th carbon budget are expressed as the difference between the costs of the Balanced Pathway and a notional baseline level of spending. It's not possible to work out the gross costs of either from the data they released (2/n)
Apr 6 • 9 tweets • 3 min read
A new thread on how the CCC gone insane because in its latest carbon budget it has repeated the same mistake on energy storage requirements (1/n)
Back in 2023, the Royal Society analysed 37 years of weather data & calculated we would need 123TWh (hydrogen) or 68TWh (electrical) to keep the lights on with a renewables only grid (2/n)
Apr 2 • 11 tweets • 3 min read
Yesterday's email from DESNZ revealed they're seeking advice on how to commit crimes against thermodynamics. A thread 🧵(1/n)
First up, DESNZ has appointed former shadow energy minister Alan Whitehead to head a review into Greenhouse Gas Removals (GGR). This includes BECCS and DACCS (2/n)
Mar 30 • 14 tweets • 3 min read
Green hydrogen to increase gas bills.
A thread 🧵on Government plans to force us to pay for their latest whacky Net Zero scheme (1/n)
The Government has launched a consultation on its latest cunning wheeze to increase our already crippling energy bills by forcing us to pay for green hydrogen through a new levy on our gas bills (2/n)
Cosy Climate Consensus Collapses.
Kemi's abandonment of the Net Zero target has toppled the fragile Jenga tower of climate and energy policy. A thread 🧵(1/n).
The cosy climate consensus began a decade ago when Cameron, Clegg and Ed Miliband (then Labour leader) pledged to work together, effectively taking climate and energy policy out of democratic control (2/n)
Mar 18 • 8 tweets • 2 min read
What is going on with the CCC? Not even an acknowledgement of FOI requests, emails go unanswered and no social media activity. Our climate policy beacon is crumbling(1/n).
On March 3rd I submitted 3 FOI requests asking for the detailed cost estimates, sensitivity analysis of the impact of using realistic costs of renewables & how they had taken into account our dire economic and social circumstances. (2/n)
Why are electricity bills going up? Gas has played a part, particularly in the short term, but if you zoom out and look at a longer timescale, renewables are the main driver of high prices and will continue to be so. A thread 🧵(1/n)
When you dig into the detail, electricity bills are up by £339, from £587 to £894 inc. VAT since April 2019. Of this, Renewables related costs are up £128 - of which network costs +£75, Capacity Market +£12 and subsidies +£40, comprising RO's +£25, CfDs +£11 & FiTs +£4 (2/n)
Mar 9 • 8 tweets • 3 min read
We now have proof that @theCCCuk is the living embodiment of insanity. A thread 🧵(1/n)
Back in 2023, the Royal Society produced a report on Long Term Storage and found that we sometimes get back-to-back low wind years that means a renewables heavy grid needs lots of storage to keep the lights on (2/n)
Mar 9 • 12 tweets • 3 min read
The Climate Change Committee recently released the 7th Carbon Budget and complained a lot about misinformation. But the CCC is peddling disinformation of its own that destroys its credibility. A 🧵 (1/n)
First, despite whining about the poor take up of heat pumps, as far as we can tell, neither the current nor the prior CEO have heat pumps in their own homes. (2/n)
Mar 2 • 14 tweets • 3 min read
The Reform Party were the only main party to fight the last election on a platform of scrapping Net Zero. But their recent press conference on more detailed energy policy left a lot to be desired 🧵(1/n)
They proposed:
1) A windfall tax on renewables 2) A solar farm tax on farmers 3) A ban on batteries 4) Force new transmission cables underground
(2/n)
Feb 25 • 11 tweets • 3 min read
Recent announcements by the Government about Allocation Round 7 (AR7) renewables auction and the subsidies for tree-burning at Drax show Net Zero isn't working. A thread 🧵(1/n)
First up, we have the Clean Industry Bonus. Effectively an extra bung for wind farm developers to build manufacturing facilities in the UK. But if wind is so cheap, why do they need extra subsidies at all. Up to £27m is on offer per GW of installed capacity. (2/n)
Feb 23 • 10 tweets • 3 min read
Government revisions to EPC regulations will be used as a stick to beat us. A thread 🧵(1/n)
The Government wants EPCs to act as an enabling tool to improve the energy performance of buildings, to support their Clean Power 2030 plan that called for residential electricity use to fall be 20% by 2030 (2/n)
Feb 18 • 15 tweets • 3 min read
🚨BREAKING🚨 REMAgate - How the Government’s Review of Electricity Market Arrangements is being subverted by bad data, conflicts of interest and a web of activists. Link to full article at base of 🧵 (1/n)
The Government is considering changing the way wholesale electricity prices are set from a single national price to locational pricing, either several zonal prices or hundreds of nodal prices (2/n)
Feb 16 • 16 tweets • 5 min read
Later this month, the Climate Change Committee produce their latest carbon budget setting out how we are going to impoverish ourselves out to 2042. We have got to hope it's better than the incoherent nonsense their new CEO was spouting before Parliament last month. A🧵(1/n)
Emma Pinchbeck managed to chirp the word "cheap" (or its derivatives) 17 times when giving evidence before the Scottish Affairs Committee claiming renewables are a cheaper technology (2/n)
Feb 9 • 19 tweets • 6 min read
Last month I gave a talk to Sacred Cows entitled "Net Zero Cure is Worse than Climate Change." The video is now available below and this mega-thread sets out my argument in more detail🧵(1/n)
The talk and slides also serve as a useful rebuttal to the Government's response to a petition demanding the repeal of the Climate Change Act (2/n)
Orsted cuts investment plans and probably torpedoes Miliband's Clean Power 2030 plan. A short thread 🧵(1/n)
Yesterday world leading offshore wind developer Orsted made an announcement to cut its investment plan out to 2030 by 25%. (2/n)
The US is the largest oil producer and has cheap & abundant energy. The UK, with expensive energy & dwindling supplies has banned North Sea development. Time for the Great British Energy Emergency. A thread 🧵(1/n)
US energy use per person is some 2.7X that of the US and has been falling, but at a slower rate than the UK. Since the 2008 CCA, UK energy use per capita has fallen 31%, while US has fallen 11% (2/n)
Jan 26 • 13 tweets • 4 min read
A week or two ago, I posted a chart of the record £2.4bn in CfD subsidies in 2024. Now I've done the analysis to show where all that money goes. A thread 🧵(1/n)
The bulk of the money, £1.9bn, goes to "cheap" offshore wind with most of the rest, nearly £400m, to some form of biomass (aka burning trees) & waste incineration. Onshore wind got £73m & solar just over £1m. (2/n)
Jan 19 • 13 tweets • 3 min read
The fallout from the blackout near-mess on January 8thcontinues. In their Winter Outlook NESO boasted of higher operating margins that last year. So why did NESO suffer its very own margin call? A thread 🧵(1/n)
NESO calculate operating margin by adding all the available generating capacity & applying a de-rating factor to each technology to arrive at a re-rated capacity. They compare this with an estimate of peak demand & the difference is the De-rated Margin of 5.2GW (2/n)
Jan 12 • 16 tweets • 4 min read
A group called Zero Hour is promoting the Climate and Nature Bill circulating in Parliament. Sadly, their name invokes an alarming echo of Pol Pot’s Year Zero and the measures in the Bill do nothing to assuage those concerns. A thread 🧵 (1/n)
The name of the Bill sounds innocuous enough: who could possibly oppose measures to protect and enhance nature? But when you dig into the detail, the Bill starts to look very sinister indeed (2/n)
Jan 9 • 14 tweets • 4 min read
Fake It Until You Make It.
We missed a blackout by the skin of our teeth yesterday because we have clueless clowns running and advising on our energy system. A thread with article link at the end 🧵(1/n)
On Monday, Red Ed was boasting wind power was our biggest source of electricity in 2024 and this was a "huge moment on our journey away from energy insecurity". (2/n)