Beach holidays in the climate crisis, France. As an old viral quote said: “Climate change will manifest as a series of disasters viewed through phones with footage that gets closer and closer to where you live until you’re the one filming it.”
Sem Oxenaar
@soxenaar.bsky.social
Excited about heat and building decarbonisation, working @regassistproj - heating & cooling / industrial electrification / district heating / heat planning
BREAKING: Electrification Action Plan dropped. The EU just committed to doubling electrification: 46% of final energy consumption by 2040, up from 23% today, where it has sat for a decade. My rapid response analysis of the Electrification Action Plan: open.substack.com/pub/janrosen...
Nine times faster: the EU wants to double electrification by 2040
The Commission has launched its Electrification Action Plan. A 46% target and some serious policy measures.
open.substack.com
As long as industry receives free EU ETS allowances, this handout should be conditional on recipients investing in clean tech to reduce their EU-originating emissions. New insight by @elisabettaco.bsky.social Read here: buff.ly/iYAV6yt
🇨🇳 NEW | #China H1 2026 #Airquality review| EN & CN #EV-related oil cuts drove China’s clean air progress in H1 after #Hormuz disruption 🧵⤵️
NEW: Our first-ever dataset shows national development banks (NDBs) could unlock at least $28 billion/year for renewable energy by shifting finance away from fossil fuels. Why does this matter you say? 🧵⬇️
NEW RESEARCH: One German tabloid coined one word. "Heizungshammer" spread to 1,100+ articles and helped to effectively kill Germany's heating law. We analysed 333 BILD articles to trace how tabloid framing became legislation. Out today, open access: www.sciencedirect.com/science/arti...
Heating up the headlines: How tabloid framing reshaped Germany's Buildings Energy Act
Media has become a decisive force in shaping climate and energy policy, influencing not only which issues gain attention but also how they are framed …
sciencedirect.com
According to a widely-shared policy brief by @sandertordoir.bsky.social & Brad Setser for the think-tank @centreeuropeanref.bsky.social, China now accounts for roughly 30% of global manufacturing output while consuming only 13% of global output. buff.ly/2jJUUvE
EU leaders to pick from menu of anti-China trade measures over summit dinner
The European trade deficit with China amounted to €360bn in 2025, or roughly €1bn a day. The commission and a growing group of member states want to take stronger measures to save European industries.
euobserver.com
Brussels’ current trade defense policy is a “piecemeal, product-by-product” approach that is “no match for China’s macroeconomic distortions,” said @sandertordoir.bsky.social, chief economist at the @centreeuropeanref.bsky.social. buff.ly/REvxskR
China is killing Europe’s chemicals industry. Brussels wants to intervene.
Manufacturers are closing plants and cutting jobs as the EU debates how hard to push back against China.
politico.eu
“The main thing is Europe has an arsenal of trade instruments at its disposal already,” @sandertordoir.bsky.social the @CER_EU’s chief economist, told reporters. “What’s missing is a lack of political will to deploy them.”
EU's Séjourné Warns 29 Million Jobs at Risk as Brussels Deploys New Tariff Doctrine Against China
EU industry chief Stéphane Séjourné says 29 million European jobs are at risk as Brussels adopts sector-wide import quotas and tariffs — a change in doctrine targeting China's subsidized chemicals,…
buff.ly
Liberté, égalité, fraternité, électricité France is making a new wave of electrification – transport 🚗🚛, heating, industry, bakeries 🥐🥖 and agriculture – a national priority www.elysee.fr/electrifions...
New short paper by me: what should we do about industrial electricity prices? I've found the debate on industrial energy a bit light on evidence, so I've tried to dig into the data. My headline take is: we need to target subsidies carefully and help businesses do more to lower their bills...
How could the UK lower its industrial electricity prices?
Given the high cost of subsidy and the relatively small number of energy intensive industries left in the UK, support for industrial electricity bills should remain targeted at businesses most in need...
nesta.org.uk
Finally. This week Von Der Leyen said "electrifying Europe means making Europe more independent" in her response to the Oil price crisis. Compare that to the response to the Gas price crisis 2022/2023 when VDL announced the creation of a hydrogen bank..
There are now more battery-electric cars in the Dutch fleet than diesel cars. www.cbs.nl/nl-nl/maatwe...
Another - literally - silent evolution: in the Netherlands, the number of diesel cars is rapidly decreasing: there are already more hybrid cars than diesel cars, and within two years, there will probably be more full electric cars than diesel cars in the country. www.volkskrant.nl/nieuws-achte...
For the first time ever, heat pumps outsold gas boilers in Germany in 2025. 48% of all new heating systems installed last year were heat pumps. Gas fell to just 39%. A decade ago, heat pumps had a 7% market share. The transformation has been remarkable.
Spectaculaire stijging verkoop van tweedehands elektrische auto’s
Spectaculaire stijging verkoop van tweedehands elektrische auto’s
Bovag meldt een toename van 48 in maart vergeleken met voorgaande maand. Ook het marktaandeel van nieuwe elektrische autos loopt op te midden van geopolitieke spanningen en fors opgelopen benzineprijzen.
fd.nl
Today, it is celebrating its 10,000th! From 100 to 10,000 in 15 years: that means that on average, approximately one #EV charging station (with two charging points) was built per day in Amsterdam.
German court: heat pump users not required to pay for switching off gas connection www.cleanenergywire.org/news/german-...
Following David's lead, I also posted on FB and was surprised by the positive response. Spread the word about what's happening here. People want to know.
The great @usefulnoise.bsky.social made a request that we all write something about what life in Minnesota is like for folks who live elsewhere or might be outside our normal neighbothis-Bluesky footprint. So I went to cursed Facebook and wrote this. Maybe it will help you share your own thoughts.
How pension reform in one country will affect borrowing costs for many. Dutch pension funds are becoming less risk averse, reducing demand for long-term EU gov. bonds. Astute observation by www.economist.com/finance-and-...
Why Europe’s biggest pension funds are dumping government bonds
Dutch reforms will push up borrowing costs across the continent
economist.com
D-Day for Europe to shore up Ukraine funding. As EU leaders huddle in Brussels, Stephen Paduano and I analyse the reparations loan in a new piece. This is not only a "There Is No Alternative" (TINA) moment—but the financial and legal risks are also manageable. 1/ www.cer.eu/insights/ukr...
The Ukraine Reparations Loan: How to fix Europe's financial plumbing
As US support for Ukraine vanishes, Europe must overcome Belgian opposition and improvise fiscally to provide Kyiv with €210 billion.
cer.eu
🚨Just released🚨 'Tipping the balance: Cheaper electricity is needed to drive clean heating' Our brand new globally focussed paper looks at the role of energy pricing in delivering clean heat uptake and provides examples of what has been done to reduce electricity prices.
I enjoyed my conversation with @janrosenow.bsky.social. I’ve learned a lot from his work over the years, especially his critique of using expensive green hydrogen for home heating (or baking an egg). Here we talk about how electrifying our industries can actually make them more competitive.
According to Oxford professor of energy Jan Rosenow, rapid electrification of Europe's industry, not rolling back the EU's Green Deal, will save European industry.
A new round of EU transport infrastructure funding has been allocated. I have compiled an overview of the recipients. Rotterdam 🇳🇱 leads. Most 🔌 funded: Rotterdam-based VARO Energy 🇳🇱🇩🇪 for 548 🚛 chargers Biggest site funded: Watthub's Maasvlakte hub (Port of Rotterdam): 50 🔌 350 kW⚡🚛
Europe can’t reach its clean energy goals without scaling demand flexibility. ⚡ Our new report with @ember-energy.org explains how empowering consumers to shift electricity use can cut bills, ease grid stress, and boost renewables. Read: bit.ly/4oAa8hS #EnergyTransition #Flexibility
How to scale demand flexibility in Europe | Ember
Boosting demand side flexibility can lower consumer bills and provide grid stability. Ember and RAP identify the top policy actions to scale demand flexibility.
bit.ly
The future energy bill is an electricity bill. This is why we must 'Make Electricity Cheaper' for households, businesses and industry. In our 3rd paper at RAP on this topic, Tom Butler & I look at reducing tax & levies added to electricity prices for industry. tinyurl.com/4z4v5ssd
Making electricity cheaper: Modernising taxes and levies to incentivise electrification of industrial heat
RAP experts Sem Oxenaar and Tom Butler look at the state of electricity and gas prices for industry and the impact of reducing taxes and levies.
raponline.org
As always, great thread on the latest developments in solar PV @solarchase.bsky.social
Time for 2025 updates to my annual “opinions about solar” thread. If you like these, you might like the second edition of my book, Solar Power Finance Without The Jargon. A 30% discount code WSQ0437 is valid on publisher website until end of November 2025. www.worldscientific.com/worldscibook...
Time for 2025 updates to my annual “opinions about solar” thread. If you like these, you might like the second edition of my book, Solar Power Finance Without The Jargon. A 30% discount code WSQ0437 is valid on publisher website until end of November 2025. www.worldscientific.com/worldscibook...
Solar Power Finance Without the Jargon
worldscientific.com
RAP CEO @katherinehdixon.bsky.social joins the @financialtimes.com Energy Transition Summit to discuss how effective regulation can accelerate a clean, reliable, and affordable energy future. Learn more about the event ⬇️ energytransitions.live.ft.com/home #CleanEnergy #EnergyPolicy #FTEnergy
You don’t get to brief all 27 EU energy ministers every day (or at least I don't). In a rare step for the Council of Energy Ministers, I was asked to deliver an expert intervention on industrial electrification at the Energy Council on 20 Oct. Livestream: video.consilium.europa.eu/event/en/28169
Why is the share of EVs among delivery vehicles and light trucks in the Netherlands skyrocketing? Cities. theicct.org/zez-netherla...