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IEEFA is an independent think tank that examines issues related to energy markets, trends and policies. #energytransition
Feb 17, 2022 9 tweets 6 min read
Too late, too expensive, too risky and too uncertain. That, in a nutshell, describes NuScale’s planned small modular reactor project. 🧵(1/9) #nuclear #energytwitter #nuclearcosts Communities and utilities are being lured to buy electricity from NuScale’s planned #nuclear reactor at the promise of a relatively low price of $58/MWh. But that’s only an estimate—and a flawed one at that. via @pfannyyy (2/9) postregister.com/news/inl/easte…
Nov 2, 2021 7 tweets 3 min read
Global oil majors are back in the black—but for how long?

Something is different about this #oilprice spike. Instead of rushing to drill, oil companies are cutting their capex, reducing debt and paying more to shareholders.

What’s going on here? 🧵 Former sources of value have become vehicles for destroying value. Investors—and, we suspect, even company management—understand that more drilling and expensive acquisitions are a bad bet.
Oct 28, 2021 12 tweets 5 min read
Carbon capture and sequestration (or CCS) is being touted by some as a potential solution for #decarbonization in industries like cement and steelmaking. But how promising of a solution is it? A deep dive 🧵 There is only limited experience with CCS at industrial facilities beyond gas processing. Only one steel mill in the entire world (and no cement plants), capture CO2. Little info is available about how much they capture, and key info about cost and reliability is missing. Image
Sep 22, 2021 9 tweets 6 min read
Harvard’s decision to #divest its $40 plus billion endowment fund from fossil fuels is a precedent-setting event that warrants the attention of decisionmakers globally. Here’s why. 🧵 With help from @Climate_Defense, @DivestHarvard students did something that hasn’t been done before: filed a complaint with @MassAGO, arguing that Harvard’s investments in fossil fuels runs afoul of the university’s charitable mission. via @emilypont grist.org/climate-energy…
Jun 14, 2021 17 tweets 12 min read
Around the world, we're seeing momentum towards #netzero pick up speed says @MLiebreich. Countries are turning commitments into formal contributions. #IEEFA2021 Are we in a world where countries are meeting their #netzero pledges—or a world in which promises are empty and nothing's being done? We'll look at that question says @MLiebreich. #IEEFA2021
Jun 14, 2021 7 tweets 4 min read