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Liam Denning Profile picture
Liam Denning
@liamdenning
Writing about the transformation of energy systems for @opinion. Fellow @payneinstitute. A 👨‍🦰. I own these tweets.
Nov 4, 2022 • 11 tweets • 4 min read
MIDTERMS/CLIMATE: Besides Congress, next week's votes will elect governors in 36 states and legislatures in 46 states. These are the new battlegrounds for US climate policy 🧵
bloomberg.com/opinion/articl… via @opinion The whiplash of a climate-denier president (Trump) followed immediately by the most climate-focused yet (Biden) has provoked a reaction from multiple states - think net-zero targets in places like Cali and anti-ESG laws in places like Texas
Aug 2, 2022 • 10 tweets • 6 min read
US green energy is surprisingly Republican. A thread on today's data dive collaboration with @EnergyCredit1 and his new firm @enersection
via @opinion (1/10) bloomberg.com/opinion/featur… Enersection matched generator data from @EIAgov form 860-M with congressional districts to answer a question: Are cleantech projects sited mostly on red or blue ground?
The answer is red. Overwhelmingly red. (2/10)
Mar 4, 2022 • 9 tweets • 3 min read
Oil lobbyists continue to push this narrative of U.S. oil and gas drilling being held back for want of a call from the WH. One chart shows how bogus this is (see next) 🧵... If you bought the $XOP 10 years ago, your total return would be ... negative 41%. $SPY over that time? + 278%. The biggest decade ever for growth in U.S. oil and gas production, and the sector underperforms by >300 pp. Weird. Image
Mar 2, 2022 • 13 tweets • 4 min read
The⚡energy transition and sorta-stranded assets. A 🧵 on this column: bloomberg.com/opinion/articl… (1/13) "Transition" isn't the right word for what's happening. Ripping out a century's accumulation of fixed assets and replacing them doesn't happen that smoothly - especially when you're still relying on the old system to deliver on demand for years to come (2/13)
Feb 1, 2021 • 7 tweets • 3 min read
<THREAD> When electric vehicles rule, where does the power come from? The answer is surprising. Today's piece is a graphics-fest JV with @hecharts bloomberg.com/graphics/2021-… via @bopinion (1/7) Mass electrification of cars makes most sense as part of a decarb of the entire energy system. So we imagined a 2030 where all U.S. cars are EVs, renewables have grown fast and coal power goes to zero (2/7)
Apr 8, 2020 • 9 tweets • 4 min read
Oil bulls hope Saudi Arabia will save the world. But who's going to save Saudi Arabia's world? <THREAD> #OOTT (1/9) Saudi, like any big oil exporter, is suffering right now. But the new book from geopolitics expert @peterzeihan called "Disunited Nations" shows Covid-19 is like a fever dream about the bigger challenges overtaking the country. (2/9)
Jun 18, 2019 • 11 tweets • 5 min read
The latest @BloombergNEF New Energy Outlook dropped Tuesday morning: about.bnef.com/new-energy-out…. My take here and few thoughts follow: bloomberg.com/opinion/articl… via @bopinion 1/11 This time last year, BNEF expected CO2 emissions from the global power sector would peak in 2027. This time around, they think peak emissions has occurred already 2/11
Mar 1, 2019 • 9 tweets • 4 min read
Joan Didion wrote "The apparent ease of California life is an illusion," marveling at the engineering bringing water to LA. Today's (long) piece is about that illusion and the wildfires: bloomberg.com/opinion/articl… via @bopinion $PCG 1/9 Think about PG&E: It went from A-rated to default in a little over a year. How's that for a shattered illusion? Its ultimate fate is tied up with a wider q as the costs of climate change mount: Who pays for what? 2/9