Laurent Segalen

Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more power than France, despite having only half the population. Prices are a factor 4 lower compared to 20 years ago. And 90% of…

Here we go again

BP abandons green hydrogen project in Australia in shift towards oil and gas reuters.com/sustainability…

Powin built 11 GWh of battery storage — and then filed for bankruptcy. @JulianSpector documents the rise and fall of a battery firm: canarymedia.com/articles/energ…

Analysis: China’s clean-energy exports in 2024 alone will cut overseas CO2 by 1% | @laurimyllyvirta Read here: buff.ly/V7BVSsL

"MASSIVE SLOWDOWN IN CHINA'S SOLAR IN JUNE" Context:😶😂

Renewables and coal are working to push out crude oil in China - column by @ClydeCommods reuters.com/business/energ…

Turning the corner? Finnish biofuel maker and oil refiner Neste reported stronger than expected core earnings for the second quarter driven by soaring sales of sustainable aviation fuel (SAF), sending its shares rising 13% in early trading.

Finland's Neste tops earnings forecast on soaring SAF sales reuters.com/business/energ…

Hydrogen advocates can't fight the fact that 1USD/kg H2 = 54USD/bbl of oil in term of GJ. Trying to sell H2 at 4-5USD/kg is equivalent to someone trying to sell a barrel of oil at 200-250USD/bbl. You can lobby all you want, you can whinge until you run out of tears, you can…

Green-hydrogen developers are canceling projects and trimming investments globally, as hard-to-electrify industries find that transition to the low-carbon fuel looks prohibitively expensive, leading to longer-than-targeted reliance on fossil fuels reut.rs/3GWRAbg

🚨BREAKING: Tesla Q2 Earnings Are Out! • Revenue: $22.5B (down 12% YoY) • Automotive: $16.7B (down 16%) • Net Income: $1.17B (GAAP) • EPS: $0.33 (non-GAAP) • Free Cash Flow: $146M • Gross Margin: 17.2% • Operating Margin: 4.1% • Adjusted EBITDA: $3.4B • Cash: $36.8B (up…

UK government raises guaranteed maximum electricity price for wind developers on.ft.com/3H0j3IY

GB - batteries

The capacity auction at PJM Interconnection — the biggest US grid — are out: $329.17 per megawatt-day, a 22% increase from the previous year (and a ~300% increase from the 2023-2007 average). PJM serves ~67 million people across 13 states. Statement: insidelines.pjm.com/pjm-auction-pr…

UK battery storage activity soars, bigger projects: H1 2025 recap dlvr.it/TM4DdY #energystorage

Sizewell C Heads: Private Investors win Tails: Taxpayers pay

The sweet deal investors secured on Britain’s costly new nuclear plant on.ft.com/44GNLA2

AI demand drives up electricity supply costs in largest US market to record high on.ft.com/4o8bj8O

This $900 million solar farm in Texas is going 100% to data centers electrek.co/2025/07/22/900… by @michelle0728

Very costly N-plant. The U.K. government takes the tab.