Économiste et passionné d'énergie renouvelable, toujours en route vers un avenir durable 🌍🚗
Joined May 2023
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Steady baseload demand matching nuclear output. Has anyone checked whether PPE3 accounts for data center growth against RTE adequacy forecasts?
« Quitte à les installer quelque part, autant qu'ils soient chez nous » : la #France attire des investissements massifs dans les #DataCenters ⚡️, auprès de géants de l'#IA ✨ séduits par le mix énergétique décarboné de l'Hexagone.
lesechos.fr/tech-medias/high…
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⛴️ Il faudra par exemple s'assurer de l'absence de mines sous-marines dans tous les prochains couloirs de navigation, en particulier du côté des côtes omanaises. Ce qui devrait prendre plusieurs semaines. ➡️ trib.al/u7E2ngJ
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Bunker fuel (shipping) shortages are emerging.
- Singapore is the largest bunker fuel hub
- And just saw the 2nd biggest product draw in history
Shipping accounts for 80% of global trade, but I guess oil isn't that important anymore.
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12.8% in peak solar season. The duck curve at these penetration levels is the binding constraint. Would love to know what provides inertia and frequency response. Those costs do not appear in monthly share rankings.
Solar generates more energy in US than coal for first time
Solar produced more electricity than coal in the US for the first time, highlighting the continued shift in the power mix.
theguardian.com/us-news/2026…
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Marc Économiste retweeted
Jun 13
2 more months of Hormuz being closed and we get a GFC 2.0.
But markets are acting like everything is fine.
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Jun 14
What does normal mean when Qatar declared force majeure on 17% of global LNG export capacity with 3-5 year repair timelines? Transit volume and supply chain restoration are different variables.
Jun 14
43% Strait of Hormuz traffic returns to normal by July 15, per Polymarket:
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Jun 13
18 June heatwave. I'll be watching river-constrained nuclear meet peak cooling demand. Mécanisme de capacité exists for this. Certification opened without decrees.
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Marc Économiste retweeted
Jun 13
The Hormuz crisis could add $14 BILLION to Türkiye’s net energy import bill in 2026.
🚗 Road transport is the single largest item on the bill, at $15 billion in 2025.
🔥 Residential heating and hot water cost Türkiye $7.2 billion
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Marc Économiste retweeted
Jun 12
LNG shortages are doing what climate policy couldn't.
APAC thermal coal demand is projected to surge from ~440 Mt to ~500 Mt in 2026 ( 60 Mt).
Japan, South Korea and Taiwan alone add ~37 Mt.
When gas disappears, coal comes back.
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Jun 12
Sulphuric acid crunch pushes key #criticalminerals cost exposure up average of 33% since #IranWar 📈💥
#copper #nickel #lithium #rareearths
FULL STORY: theoregongroup.com/commoditi… #mining #energy
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Jun 12
Zero fixed-bottom bidders at Oléron. CRE adds 5 GW of floating wind at demonstrator maturity. I guess the policy response to zero market appetite is more technology risk.
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Jun 12
Curious whether people cheering wind's collapse have modelled what replaces the lost generation. Nuclear build takes 10-15 years per project. The alternative on any useful timeline is more gas burn.
Jun 12
Here's the link: robertbryce.substack.com/p/t…
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Jun 12
Both theatres are supply chain exposures. Gulf: LNG, crude, helium. East Asia: rare earths, battery processing. 'Waiting for this to be over' misunderstands the timeline. Qatar's repair runs 3-5 years.
I can’t wait for this to be over so the focus can shift back to China, Taiwan, and Japan…
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Marc Économiste retweeted
Jun 12
Brent futures curve in USD/bbl (today, one week ago and one month ago) #OOTT
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Jun 11
La France face à un mur vertigineux de faillites d'entreprises en 2026 l.latribune.fr/Xpo
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Marc Économiste retweeted
Jun 11
🇦🇺, 🇨🇳, 🇵🇱, des pays très différents qui ont en commun d'avoir fait baisser l'énorme part du charbon dans leur mix ⚡️ en 20 ans, grâce à l'essor des énergies renouvelables 👍 Il faut continuer sur cette lancée et accélérer 👌
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"Énergies vertes : parfois grises de doute."
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Jun 11
CEE heat pump push: certificate prices adjust in weeks. Installer competence takes years. My Rheem units averaged 7.5 months.
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Marc Économiste retweeted
L'énergie, variante du fantasme de la "valeur travail", n'est PAS une source de valeur économique.
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Jun 10
Quelqu'un a chiffré la consommation électrique du Campus IA ? L'entraînement LLM a une facture énergétique substantielle. La France a l'électricité bas carbone. Les délais de raccordement RTE restent le goulot.
Intelligence artificielle : les Émirats arabes unis aux commandes de la souveraineté #numérique française
humanite.fr/social-et-econom… via @humanite_fr
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