Tomas Wyns

@tomaswyns.bsky.social

Climate and industrial policy designer. Wallfacer. Brussels School of Governance at Vrije Universiteit Brussel (VUB). “Do not go gentle into that good night. Rage, rage against the dying of the light.”

In response to the possible US annexation of Greenland presidents Macron and Merz have decided to firmly respond by starting a Franco-German joint procurement program of white flags.

“Climate change will not lead to humanity’s demise” - Bill Gates. Yes. But so are a regional nuclear war, airborne Ebola and a Tungaska event over a populated area. And all require major efforts to prevent major human suffering.

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On the macroeconomic dividend of public investment: 🙏 "Each euro of public investment generates approximately €1.30 in inflation-adjusted output within three years—a cumulative multiplier of 1.3." 👉 Great and necessary piece by @heimbergecon.bsky.social www.socialeurope.eu/europe-needs...

Europe Needs A Public Investment Revolution To Secure Its Economic Future

Boosting infrastructure spending would stimulate growth and employment without threatening debt sustainability.

socialeurope.eu

Good news: The awareness for industrial heat electrification is rising. More than 90% of industrial firms already consider heat electrification for their company according to a recent McKinsey survey presented by Godart van Gendt at Thermal Energy Day.

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In parallel, Europe desperately needs to build its own REE capacity - mining and refining. It can’t rely only on a G7 pathway because the US can’t be trusted. But securing REE from China with some of the bargaining chips we have is useful to buy time.

Sander Tordoir@sandertordoir.bsky.social · last yr.

A post-IMF meetings thought on EU-China diplomacy. For Europe there’s no growth in China — the opposite. But the EU could offer to not escalate or even loosen ASML exports to China in exchange for (preferential) access to rare earths. A mutually beneficial bargain. 1/

It's tough to explain exactly how nutty this new report from fossil fuel industry consultant Wood Mackenzie is, but I'm going to try in a short thread. As you can guess: 1 trillion barrels of oil is...............................A LOT archive.ph/grTVe

How AI can unlock an extra trillion barrels of oil
And deliver the volumes needed to meet resilient demand
15 October 2025 3 minute read
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Simon Flowers
Chairman, Chief Analyst and author of The Edge

Andrew Latham
Senior Vice President, Energy Research

Orla Marnell
Principal Data Scientist, Upstream

Josh Dixon
Senior Research Analyst, Upstream
Stronger-for-longer oil demand will heap pressure on the upstream industry to deliver new supply. I asked our subsurface experts, Dr Andrew Latham, Orla Marnell and Josh Dixon how artificial intelligence can identify opportunities to meet the challenge.
Why do we need to unlock new supply?
The slow pace of the energy transition means that oil demand is likely to be far more resilient than some thought just a few years ago. Wood Mackenzie forecasts annual consumption won’t peak until the early to mid-2030s, and cumulative demand will be almost 1,000 billion barrels through 2050.
Firm demand throws the spotlight onto where new supply can be sourced. Production from assets already onstream or justified for development will gradually decline under current investment plans from just over 100 million b/d today to 50 million b/d 2050, cumulatively 650 billion barrels. That leaves a huge supply gap of 300 million barrels.