Analysis of public policy, industrial sovereignty, regulation and geopolitical developments affecting energy and industrial value chains. Topics include public funding, trade measures, energy security and competition between major economic powers.
I had a look at the new organisation chart of the US DOE over the weekend… and the message is pretty clear ➡️ What are the main changes? • The 2 major clean energy pillars EERE (Office of Energy Efficiency and Renewable Energy) and OCED (Office of Clean Energy Demonstrations) […]
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I recently worked on Europe’s carbon shield, the CBAM policy. Will a flaw in the CBAM rules accidentally subsidize foreign polluters? ✅ CBAM is the EU’s new carbon-pricing shield for imports in cement, steel, aluminium, fertilisers, electricity and hydrogen. It replaces free ETS allowances, which start declining in 2026 and […]
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If you know the nuclear world, you know that “Atoms for Peace” was never only idealism. It was a strategic move by the US, exactly 72 years ago (8 Dec. 1953) at the start of the Cold War. ➡️ A few strategic goals often forgotten • Limit growing Soviet influence […]
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Everybody talks about CBAM this week, and it eclipsed some EU-US tensions on methane MRV for imported gas that I wanted to report as well. 🔥 What just happened • The EU 2024 methane import rules are now real and the timeline tightens in phases • Methane leakage now a […]
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