Analysis of the resilience, affordability and strategic security of energy systems and supply chains. Coverage includes import dependence, infrastructure exposure, technology sovereignty and the interaction between civilian and defence requirements.
Lithium for batteries dominates the debate. Yet very specific lithium streams are becoming critical for advanced nuclear. Natural lithium (7.5% Li-6 and 92.5% Li-7) is perfectly fine for EVs because only chemical purity matters, not isotope ratio. However, isotopes are considered differently in the nuclear sector ▶️ In fission, Li-7 […]
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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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Like many, I’ve seen how fast the conversation around energy and innovation has evolved over the past 3 years, increasingly intersecting with issues of sovereignty and defence. Policymakers and investors alike now finally view energy, sovereignty security as clearly overlapping priorities (if you don’t already, follow Ann Mettler for excellent […]
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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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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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French climate tech startups at CES 2023 were particularly well represented… Here are my impressions of CES 2023 in Las Vegas with a particular focus on these companies that I was able to observe with great interest. Many “non-French” meetings also of course… but I wanted to reserve this post […]
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