Leon Martini

@leonmartini.bsky.social

Green and clean transition @ec.europa.eu views my own climate policy & politics, industrial policy, political economy

I'm not sure folks have realized just how crazy the second half of 2026 and 2027 will be for global temperatures – on the back of a record-smashing El Niño event. Here is my latest estimate of where both years will end up compared to global temperatures since 1850.

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You can point to forecasts that this will magically change — in 2026, when clean energy is a fraction of the cost, and after the biggest-ever disruption of LNG markets — but then consider some former forecasts:

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Die Behauptung, dass die Systemkosten der Stromversorgung durch die Energiewende steigen, wird im neuen Energiemonitor von EY und BDEW eindrucksvoll widerlegt: Zwar steigen die Gesamtkosten der Erzeugung bis 2036 an, doch weil gleichzeitig die Strommenge steigt, sinken die Kosten pro kWh deutlich:

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A world without gas infrastructure? If we aggressively electrify the economy, green methanol could cover most of the remaining non-electric demand - without needing large-scale hydrogen or methane networks. New paper in Joule: "A Minimal Methanol Backstop for High Electrification Scenarios"

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Auch das ist inzwischen offiziell bestätigt: Die Ausgaben im KTF steigen in den nächsten vier Jahren insgesamt um 20,5 Milliarden Euro. Zusätzliche Mittel dafür gibt es nicht, so dass die Mehrausgaben zulasten anderer geplanter Ausgaben des KTF gehen müssen. (Tabelle leider zweigeteilt.)

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A HUGE, narrative-breaking moment for the UK car market New EVs are now cheaper than petrol cars on average, says Autotrader Last yr CCC said price parity was due by 2028 – and it's already here And EVs are already MUCH cheaper to run than petrol

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The war in Iran is giving me pre-Covid shut down vibes. It's like February 2020. Life is proceeding fairly normally, we're joking about using hand sanitizer. Everyone assumes this will just be a blip. It's really just a few pandemic-nerds that are freaking out because they know what's coming.

ItaliaMeteo is the only extreme weather monitoring agency in Italy, HQ’ed in Bologna. It was created a few years ago—after about 20 years of debate—to coordinate all Italian meteorological infrastructures and local agencies ahead of weather warnings in Italy. Today the 🇮🇹 govt broke some news. 1/2

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In 2023 BNEF estimated that 2 and 3 wheel electrics were denting demand by 1 million barrels per day so we can conservatively say electrification of transport is reducing oil by 2.5m b/d currently. For context, the EU consumes about 14m b/d.

Akshat Rathi@akshatrathi.bsky.social · 5mo ago

Are electric vehicles denting oil demand? Yes. By how much? 1.5 million barrels of oil a day, according to EV Curve Futurist. Caveat: These estimates are hard, but the numbers are certainly adding up.

Just last week the German government gutted the heating law which was supposed to drive a transition away from gas. The timing could not have been worse: Gas prices are up 50% today and this crisis could worsen significantly. This will happen again and again and the consumer pays the price.

Jan Rosenow@janrosenow.bsky.social · 5mo ago

“A catastrophic watering down” – Tagesschau made my quote the headline of its coverage of the German Building Modernisation Act. That highlights how central the question is of whether we will finally act consistently and based on evidence in the buildings sector. www.tagesschau.de/wissen/klima...

Besonders überraschend ist, dass die Regierung auch Ölheizungen weiter zulassen will - und damit sogar hinter das alte GEG der Groko zurückfällt. Warum die Grün-Öl-Quote, die das ermöglichen soll, kaum funktionieren dürfte, hatte ich schon im Wahlkampf mal für den Climate.Table aufgeschrieben:

Faktencheck zur Wahl: Heizen mit „grünem Öl“ statt Wärmepumpe

Zur Bundestagswahl stellen alle Parteien Vorschläge für eine veränderte Klima- und Energiepolitik vor – manche wollen das Tempo beim Klimaschutz erhöhen, andere die Anstrengungen abschwächen. Table.Br...

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Krass: Die Union hat sich praktisch komplett durchgesetzt. Der Kern der GEG-Novelle der Ampel wird komplett gestrichen, neue Gas- und sogar Ölheizungen können wieder ohne jede Beschränkung verbaut werden. Mehr Details gleich im Berlin.Table.

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Following pushback & reactions on the stock market, Friedrich Merz specified his stance on the ETS. "I said that this event in Antwerp it is not the right instrument for generating revenue. Instead, it is the right instrument for enabling climate protection.. The ETS 1 .. has been very successful"

Felix Schenuit@felixschenuit.bsky.social · 6mo ago

New headwinds for the ETS from EU leaders. EUCO President Costa: “It is true that there are some leaders who don’t like ETS, but there several leaders who like ETS and took the floor to defend the system and that’s the reason we need to continue our discussion on this issue.”