David Watson
@davidwatson__
I help people work through questions about energy and the energy transition. Strategy | Policy | Regulation. @davidawatson.bsky.social
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Clean fuel projects face mounting uncertainty after the IMO delayed its shipping decarbonisation framework. Several methanol and biofuel plants have already been cancelled or face challenges. Regional measures like the EU ETS may now expand further. buff.ly/NWZFYjq
The ECHR has acquitted Norway in a case over Arctic oil licences granted in 2016. Environmental groups Greenpeace and Nature & Youth argued the approvals violated climate obligations. The decision follows years of domestic legal challenges. buff.ly/KiIK2V9
Petrofac's administration underlines risks facing energy services firms caught between declining fossil fuel work and uncertain renewable contracts. TenneT cancellation made restructuring unviable. Govt insists UK arm continues operating normally. buff.ly/SfUpKjE
The plans submitted ahead of #COP30 so far put us off course vs Paris 2C goals. A consequence of roll back of political ambition seen in places during the last two years. We may be entering the age where the tech needs to save us from the politics. buff.ly/88Ley85
The key point here is that renewables are domestically produced and therefore improve energy security. Fossil fuels, for most countries, leave you reliant on foreign states and there weaken energy security.
IEA: Renewables have cut fossil-fuel imports for more than 100 countries | @Josh_Gabbatiss @IEA Read here: buff.ly/JvbTAxQ
Good climate news this week 1 Global: Investment in green tech for 1st 3 quarters of 2025 ($56b) already above 2024 ($51b) 2 Global: EV sales up 26% in September from a year ago 3 US set to add record amounts of renewables and batteries through 2027 4 Australia: Electricity from…
Good climate news this week 1 Global: Renewables generation surpasses coal for 1st time 2 Global: Renewables have cut fossil-fuel imports for more than 100 countries 3 Global: Solar and wind generation grew in 1st half by more than overall demand increased in the same period 4…
The clean energy future is about more than solar panels & wind turbines - it’s about well paid, secure jobs for everyone. ✅ 400,000 extra jobs by 2030 ✅ 5 new Clean Energy Technical Excellence Colleges ✅ Helping people learn new skills & transition from other professions
After he left the Bank of England, Mark Carney became a global leader in the fight against climate change. In particular he was central in mobilising global green finance. Now? There are questions over his stance. (£) bloomberg.com/news/articles/…
The EU relies on fossil imports for over half of its energy, among the highest globally. This makes Europe highly vulnerable to price shocks and supply disruptions. Homegrown power and electrification offer a resilient path ⚡️ ember-energy.org/latest-insight…
CHART OF THE DAY: The coming North American LNG wave, with combined export capacity from the US, Canada and Mexico **doubling** from now to 2029. The North American expansion will account for 50% of global LNG export capacity growth. More via @EIAgov: eia.gov/todayinenergy/…
Warm Homes Plan delayed again (Utility Week), w/cross-departmental pushback on rental standards and Clean Energy Discount. Translation: DESNZ wants delivery; others want fiscal control. The real barrier isn't technology or money right now. It's govt agreeing with itself.
Octopus forecasts 20% rises from non-commodity costs - networks, renewables, balancing. We're funding a £250bn infrastructure program through a mechanism designed for steady-state operations. The investment is essential. The funding route creates a political trap.
GAS TURBINE SHORTAGE RISKS NEW ENERGY CRUNCH 🚨⚡ Orders for turbines for natural gas power plants are vastly outpacing supply, threatening the world’s ability to keep pace with rising electricity demand 🧵 Thread on how we got here and what it means for power-hungry nations
The issue with paying for energy policy through the bill is that the investment we need will tend to bills up. Other countries are decarbonising and pay for it through more progressive means, eg taxation. If we don't change we risk losing the mandate to decarbonise at all.
An absolute must watch. Energy bosses have just told Parliament that EVEN IF gas prices halved by 2030, the soaring policy costs of renewables would mean bills go UP. Ed Miliband’s plan means more grid, more expensive renewable subsidies, more paying wind farms to turn off.
Global carbon emissions from human activities and wildfires rose by a record amount last year, according to WMO. buff.ly/Px5fQ49
Here's something interesting and for me, unexpected: global investment in climate tech companies is increasing again, already more in 2025 than there was for the whole of last year.
Select Committee exploring social tariffs. Centrica arguing for something which means the worst off pay zero, w/graduated support through income bands and well-off paying more. Octopus disagree, concerned it would mean more people paying more for energy.
Interesting point from Chris Norbury, E.On, on proposals to offer zero standing charge tariffs. E.On previously had a tariff in market just like this, but they pulled it because they saw customers choose it when they would've been better off on the standing charge tariff option.
This won't get the same publicity as if the story was the reverse - ie murder rates at an all time high. It really should, but then fear doesn't sell. I don't blame the media for it. It's just how we're wired. But it's worth remembering you don't need to let them scare you.
London murders have fallen to 89 in the last 12 months. The lowest rate on record.
This is increasingly the argument I hear in support of renewables. It's not that they're lower carbon or cheaper - it's that once you've built them they provide far more energy resilience than dependence on energy imports.
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