senior fellow - energy & climate policy - @bruegel_org Scientific Lead - GreenDealUkraїna - @HZBde
Joined July 2014
- Tweets6.6K
- Following917
- Followers9.8K
- Likes880
Pinned Tweet
A Summary of our new paper on ...
Why rethinking electricity maket integration is crucial for Europe's future competitiveness and security
... in 15 tweets.
bruegel.org/policy-brief/uni…
Georg Zachmann retweeted
For now I am mainly passive here and active on the other side - hoping that network effects still allow penalising actors when they try to extract too much (a very interesting experiment in contestability).
For now I am mainly passive here and active on the other side - hoping that network effects still allow penalising actors when they try to extract too much (a very interesting experiment in contestability).
Georg Zachmann retweeted
.@Bruegel_org EU gas import tracker:
-weekly imports are up, driven by LNG and Russian gas;
-LNG regasification utilisation is 92% in HR, 91% in LT and 83% in PL;
-gas withdrawals this autumn started earlier than in the past two years;
-EU storage at 93%.
bruegel.org/dataset/european…
Georg Zachmann retweeted
.@Bruegel_org EU gas import tracker:
- October LNG imports increased compared to recent months, although are below seasonal levels;
- weekly reverse gas flows to UA going down;
- weekly rate of LNG regasification >= 80% in HR, LT, PL.
bruegel.org/dataset/european…
German government coalition is breaking down. The latest polls leave one worrying, what comes next.
(Table source wahlrecht.de/umfragen/)
Has Trump ever indicated, whether the 20% import tariffs would also be applied on commodities, incl. oil imports?
Given that US gross-imports are ~40% of the consumption (while exports>imports) such tariffs should substantially drive US fuel prices.
Georg Zachmann retweeted
Why is Fertility Collapsing, Globally?
How can we study this? What should be the test for any new theory? And why does this matter for growth?
ggd.world/p/why-is-fertility…
Georg Zachmann retweeted
.@Bruegel_org EU gas import tracker
-total gas imports below seasonal numbers driven by lower LNG imports;
-weekly imports from Russia via pipelines above 2022/23 level with flows via Tursktream at the highest level so far;
-EU gas storage 95% full, UA 27%
bruegel.org/dataset/european…
Georg Zachmann retweeted
.@Keliauskaite and myself discuss three options on the future of Ukrainian gas transit:
1) no more transit
2) Azeri-mirrage
3) tight EU framework
As 1) is politically very challenging, 2) is too 'dirty', 3) Vol-limits and tariffs might be a compromise.
bruegel.org/analysis/end-rus…
Russian tankers seem immune to the Houti's in the Bab-el-Mandeb.
Do you see this train of oil tankers going through the Red Sea and the troubled waters of Bab Al Mandab near Yemen? They are all carrying Russian Urals crude!
#Russia #India #Oil #Sanctions #PriceCap
Map Source: Kpler, Oct 17, 2024.
.@Keliauskaite and myself discuss three options on the future of Ukrainian gas transit:
1) no more transit
2) Azeri-mirrage
3) tight EU framework
As 1) is politically very challenging, 2) is too 'dirty', 3) Vol-limits and tariffs might be a compromise.
bruegel.org/analysis/end-rus…
Georg Zachmann retweeted
.@Bruegel_org EU gas import tracker:
-weekly EU imports are picking up, although slightly below 2023 weekly levels
-weekly imports from RU above seasonal levels;
-weekly imports from NO, ALGR, UK and AZ around 2023 weekly levels
-EU gas storage is 95% full
bruegel.org/dataset/european…
Bruegel gas tracker updated by @keliauskaite :
Now with data for full 3Q2024:
EU gas imports continue to decline, while the share of RU gas increases
bruegel.org/dataset/european…
If(!) I understand this @ECMWF figure on an ensemble forecast correctly it is likely that next winter temperatures will again be above the long-term average in Europe. charts.ecmwf.int/products/se…
New paper by @c_heussaff @JohannesEmm @GunnarLuderer @RobertPietzcker S.Reissl R.Rodrigues, R.Way on key risks to achieve the Com's proposed 90% decarb target for 2040.
bruegel.org/policy-brief/eur…
Georg Zachmann retweeted
Next Monday, we at @Bruegel_org will have the honour of hosting Mario Draghi for a conversation about his report on European competitiveness. Here the link to follow the live-stream of the event👇
bruegel.org/event/future-eur…
Georg Zachmann retweeted
Steel production in the EU fell dramatically in 2023 - why? As far as I can deconstruct the @EUROFER_eu annual report ... Weak domestic demand (not import competition) is the answer.
⚪️ 🇪🇺Supply down 17 MT
⚪️ 🇪🇺Demand down 15 MT
⚪️ Net imports increase is 2 MT
The new @EurobarometerEU looks into "Europeans’ attitudes towards EU energy policy"
A quick scatter-plot of gas price change vs. announced behaviour-change is pretty intuitive.
The EC 🇪🇺 has just published Special @EurobarometerEU 555.
It presents what EU energy ⚡️ policy means to Europeans, based on the replies from +26000 #EUCitizens who took part in the survey, April-May 2024.
Have a look at the result 👇
New Greenpeace study worries about a looming environmental disaster in the Baltic Sea due to an increasing number of ageing underinsured oil tankers passing through sensitive marine areas.
Wir haben Daten zur russischen Schattenflotte in der Ostsee ausgewertet. Die Datenrecherche zeigt die Routen durch Schutzgebiete und belegt; seit 2021 deutlich mehr Fahrten von alternden Öltankern mit unzureichender Versicherung.
@reportmainz berichtet heute um 21:45 Uhr. 🧵 1/6
ALT Abgebildetes Print-Dokument einer Datenrecherche mit dem Titel ‚Gefahr einer Ölkastrophe vor deutscher Küste‘, verfasst von Wiebke Denkena und Oliver Worm, veröffentlicht am 24. September 2024. Das Titelblatt zeigt ein Bild eines großen Öltankers, der auf einem stürmischen Meer fährt. Der Bericht untersucht die zunehmenden Gefahren durch russische Rohöltanker, die nach dem Sanktionspaket der G7-Staaten und der EU verstärkt über die Ostsee fahren, um Rohöl nach Indien und China zu exportieren. Viele dieser Schiffe sind alt, schlecht gewartet und unzureichend versichert, wodurch das Risiko einer Havarie steigt. Besonders problematisch sind die Routen durch gefährliche Passagen wie die Kadetrinne und den Fehmarnbelt, die eng und unfallträchtig sind. Die Tanker durchqueren zudem empfindliche Schutzgebiete, was die potenziellen Umweltschäden im Falle eines Unfalls erheblich vergrößert. Der Bericht warnt vor einer Ölpest, die gravierende Folgen für die Ostseeküste und die dortigen Ökosysteme