Peter Wood
@Peter__Wood
Strategist @Shell interested in energy, physics, and farming. Mildly dyslexic so I make typos. Views are my own.
0/10: SURGE, a new scenario from @shell exploring the impact of Artificial Intelligence (AI) on the energy system. Our ten key points are in this thread and full details here (and yes we used AI to create the image below): shell.com/news-and-insig… Critical feedback appreciated!
A Mekko chart helping keep European EV sales in perspective. Source: theicct.org/publication/eu…

"Electrifying Great Lakes 1,000-footers isn’t realistic because they can last 100 years due to operating in fresh rather than salt water — new ships aren’t built often."
Electric boat enthusiasts navigate uncharted waters on.ft.com/4lfO8HF | opinion
Electrification isn’t new. It has been transforming global energy use for over a century. Here is the history of electrification in six moments and today’s defining 🧵 1/10
"AI transforms electricity into the most valuable output imaginable: intelligence." Source: economist.com/by-invitation/…
Sizewell C estimated at £38bn for 3.2GW or ~$16k/MW, which is roughly where the IEA plot Hinkley Point C. So, the world's most expensive nuclear plant with no sign of cost savings from lesson learned building Hinkley Point C... Source: iea.blob.core.windows.net/assets/b6a6fc8…
Ministers set to admit Sizewell C nuclear plant pricetag has soared to £38bn on.ft.com/44WdAuX
Cost cutting in oil sands: "Canada's five biggest oil sands companies can break even — and still maintain their dividends — at WTI prices between $43.10 and $40.85, according to a Bank of Montreal analysis for Reuters". Source: reuters.com/business/energ…
A graphical reminder of how reliant the EU has become on imported oil and gas. Source: acer.europa.eu/sites/default/…

Liquid hydrogren imports to the EU are a pipedream. The paper goes on to argue the case for trade in energy-intensive intermediate inputs because its often cheaper to move these materials instead of the energy to make them. Source: bruegel.org/policy-brief/r…

A refreshingly candid take on the cost of decarbonising the UK's electricity system, noting that consumers are unlikely to see savings in their bills until the mid-2040's. theguardian.com/business/nils-…
Wind turbines disappearing over the horizon with the curvature of the earth. Picture taken from Scheveningen beach.

The Gaudalupe river valley is one of the most dangerous in the United States when it comes to flash floods. Tragically this was demonstrated again this past weekend. Wishing strength to those impacted. (I have a relative living in the area who is OK) #HuntTexasFlood
This is a heat map showing the locations of all flood-related fatality events over the past ~25 years. The greatest concentrations on a more localized level are in Texas, in a region commonly referred to as "Flash Flood Alley," including much of the I-35 corridor.
GHG emissions potentially flatlining in the US over the next few years whilst Europe dreams about -90% (vs 1990) by 2040. My sense is the optimal trade-off between carbon, cost and security lies somewhere between the two trajectories.
REPEAT Project just completed our rapid analysis of the impacts of the Senate-passed version of the One Big "Beautiful" Bill (#OBBB), which the House is considering now, on the US energy sector and emissions. Still working up full report, but here is a sneak peak... 🧵
REPEAT Project just completed our rapid analysis of the impacts of the Senate-passed version of the One Big "Beautiful" Bill (#OBBB), which the House is considering now, on the US energy sector and emissions. Still working up full report, but here is a sneak peak... 🧵
Curtailment of wind generation in the UK due to lack of transmission capacity. Source: ukerc.ac.uk/news/transmiss…

Me doing a podcast for my employer trying to strike a fair balance on the topic of energy transition. m.youtube.com/watch?v=nAPJRH…
Accelerated impact of EV's on oil demand?: Robotaxi rides in California up by nearly an order of magnitude over the last year. Source: ben-evans.com/presentations

Always appreciate a good Venn diagram @EIA. Source: eia.gov/todayinenergy/…
