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Gniewomir Flis

@gnievchenko.bsky.social
2.2K followers 487 following 202 posts

Emerging technologies, industrial decarbonisation & hydrogen enjoyer

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Gniewomir Flis @gnievchenko.bsky.social · 31/05/2025
Lots of hydrogen portfolio project/portfolio managers adding '& data centres' to their linkedin job descriptions lately
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Gniewomir Flis @gnievchenko.bsky.social · 21/05/2025
When you read the report you find out it’s not actually good for Morocco as Chinese firms have much lower environmental standards than European companies.
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Gniewomir Flis @gnievchenko.bsky.social · 20/05/2025
You can really tell it's joever for hydrogen as one of the best free newsletters has just been discontinued
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Felix Hamer • electricfelix @electricfelix.eurosky.social · 20/05/2025
"analysis suggests that Chinese companies have chosen Morocco partly to avoid strict environmental regulations in Europe Thorsten Lahrs CEO #CNGR: obtaining environmental permits in Europe would take “several years,” involving court proceedings while in 🇲🇦[CNGR] made significant progress in a month”
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Gniewomir Flis @gnievchenko.bsky.social · 20/05/2025
If Morocco becomes an EV export hub for Chinese automakers it will be one of the greatest EU fumbles of all time. Seriously. Our own backyard. www.moroccoworldnews.com/2025/05/2006...
moroccoworldnews.com
China’s Backdoor: How Morocco Became Key in the Battery Trade War
Morocco has become a prime destination for large-scale Chinese investments in electric vehicle battery production, raising questions about whether this represents a genuine opportunity for industriali...
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Michael Liebreich @mliebreich.bsky.social · 19/05/2025
Three questions lie at the heart of any discussion of the transition to net zero. How to decarbonize the grid; how to maintain grid stability; and how to do both affordably. How one neglected approach could provide a big part of the answers… mliebreich.substack.com/p/decarboniz...
mliebreich.substack.com
Decarbonizing the last few percent
Three questions lie at the heart of any discussion of the transition to net zero. How to decarbonize the grid; how to maintain grid stability; and how to do both affordably.
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Gniewomir Flis @gnievchenko.bsky.social · 18/05/2025
Some of you will hate this take but repealing 45V might not be the worst idea, tbh. In the US context of cheap gas and plentiful CO2 storage potential, 45Q provides much better value for money. That said, leaving the credit and letting technologies compete would probably be best
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Gniewomir Flis @gnievchenko.bsky.social · 14/05/2025
The answer seems to be that Table 3 is for electricity specific emissions, while Table B is direct!
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Gniewomir Flis @gnievchenko.bsky.social · 13/05/2025
Two different values for upstream emissions of natural gas in the same document - RFNBO Delegated Act (emissions methodology). Anyone can tell me what's the difference/which one is right
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Gniewomir Flis @gnievchenko.bsky.social · 02/05/2025
Massive thank you to the Marble team for their support throughout. No one has ever cross examined me or pushed me as hard as they have. It was revealing in many ways. If you're a scientist wondering whether to build a company, highly encourage you to apply to the programme.
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Gniewomir Flis @gnievchenko.bsky.social · 02/05/2025
Professional update: my time as founder-in-residence at Marble has come to an end. Turns out inventing a new PtX technology is actually insanely hard. Still, the experience was incredible, and I've learned so much. Gonna write up my discoveries for y'all in the next few weeks.
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Gniewomir Flis @gnievchenko.bsky.social · 01/05/2025
Brutal decline in climatetech funding since 2021
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Gniewomir Flis @gnievchenko.bsky.social · 27/04/2025
Wild stat: if you invested in Plug Power 10 years ago you’d be 67% poorer today (nominal)
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Gniewomir Flis @gnievchenko.bsky.social · 23/04/2025
How did China develop the world's most impressive supply chain? In no small part due to focusing public support on incentivising scale-ups. Contrast with US + EU where public funding tends to focus on R&D. Y axis is % of GDP
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Kate Mackenzie @katemac.bsky.social · 16/04/2025
My view, which is unpopular with almost everyone, is that BP actually had under Looney a semblance of a genuine strategy to diversify away from hydrocarbons. So I'm 100% not surprised at this. www.bloomberg.com/news/article...
bloomberg.com
BP Expects to Report Lower First-Quarter Upstream Production
BP Plc said debts mounted in the first quarter, yet another setback for the UK energy major as it struggles to turn its finances around.
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Gniewomir Flis @gnievchenko.bsky.social · 16/04/2025
Ha I also thought he really tried. Made it all the more frustrating to watch protestors and activists constantly rip into him
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Gniewomir Flis @gnievchenko.bsky.social · 16/04/2025
After going bankrupt, Nikola's factory has just been sold to Lucid motors - the luxury BEV car maker - for $30 million. Lucid did not purchase Nikola's hydrogen portfolio though. The Nikola hydrogen truck is now officially dead. www.electrive.com/2025/04/11/l...
electrive.com
Lucid buys Nikola factory at an auction - electrive.com
The Californian EV manufacturer Lucid has acquired the former production facility, headquarters and development centre of the insolvent electric truck
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Kaja Kallas @kajakallas.bsky.social · 19/03/2025
Our information space is nothing less than a geopolitical battleground. Russia has invested over a billion euros in their state-controlled propaganda outlets in the last few years. It is increasing year on year. My speech at the Conference on FIMI → europa.eu/!pFBFNP
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Gniewomir Flis @gnievchenko.bsky.social · 19/03/2025
That the EU ran two Hydrogen Bank auctions before doing one for batteries is a good summary of what went wrong.
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Gniewomir Flis @gnievchenko.bsky.social · 17/03/2025
Ugh c'mon y'all, do we actually care about decarbonisation or not? Every net zero Europe analysis shows we need hydrogen. The counterfactual to not building this pipeline is not investment in North African refineries/factories - it's most likely blue hydrogen from the US or the Gulf.
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Gniewomir Flis @gnievchenko.bsky.social · 17/03/2025
Awesome, congrats @ntsafos.bsky.social !
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Sam Bright @writesbright.bsky.social · 14/03/2025
🔴 NEW 🔴 The Heritage Foundation, the group behind the radical pro-Trump Project 2025 agenda, held a private discussion this week about how to dismantle the EU. 📝 @desmog.bsky.social report 👇🏻
desmog.com
Heritage Foundation and Allies Discuss Dismantling the EU
The group that drafted a key blueprint for Donald Trump’s second term convened a meeting in Washington D.C. this week to consider proposals for bulldozing the European Union (EU). The Polish investiga...
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Gniewomir Flis @gnievchenko.bsky.social · 16/03/2025
Sounds like a fun degree! And share all your observations.
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Gniewomir Flis @gnievchenko.bsky.social · 16/03/2025
A silly lil reel I made of a visit to Arcelor Mittal’s steelworks in Ghent. The scale was like nothing I’ve ever seen before. First person factorio. Mindblowing how we learned to turn rocks into big ol slabs and coils of steel.
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Gniewomir Flis @gnievchenko.bsky.social · 15/03/2025
Is the UK aligning itself with Russia/Putin to see mass protests like those in Belgrade? Are there any other good reasons why people should be protesting en masse?
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Gniewomir Flis @gnievchenko.bsky.social · 15/03/2025
UK? Starmer hasn’t been in power for even a year!
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Gniewomir Flis @gnievchenko.bsky.social · 15/03/2025
Yes orange man bad on many levels but he’s galvanising the EU into action like nothing I’ve ever seen before. Is this what being back feels like?
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Gniewomir Flis @gnievchenko.bsky.social · 15/03/2025
As bad as the Trump presidency is on many levels, I gotta admit his actions have been the most effective wake up call for EU leaders I’ve seen in my lifetime. Honestly if they follow through with the rhetoric Europa might actually rise again.
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James O'Malley @jamesomalley.co.uk · 27/02/2025
I see Greenpeace is opposing… (checks notes)… solar energy. www.rechargenews.com/energy-trans...
rechargenews.com
‘Green colonialism’ attack on $30bn Morocco-UK power link plan
Xlinks project envisages building 4,000km undersea cable to pump renewable energy from Sahara Desert to the UK, with TotalEnergies, GE Vernova and Octopus Energy among backers
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Gniewomir Flis @gnievchenko.bsky.social · 24/02/2025
Eh by 2%, so within margin of error no?
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Gniewomir Flis @gnievchenko.bsky.social · 24/02/2025
I'm looking for a good chart comparing the emissions reductions of using X amount of electricity for hydrogen vs. direct electrification across many use cases. It's for a chapter of a book I'm writing. Anyone got suggestions?
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Gniewomir Flis @gnievchenko.bsky.social · 13/02/2025
Is that a real quote?
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Matt Steinglass @mattsteinglass.bsky.social · 12/02/2025
Russian defence spending exceeds all of Europe combined, study finds
on.ft.com
Russian defence spending exceeds all of Europe combined, study finds
IISS assessment lays bare challenges facing Europe should US cut back Ukraine military support
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Gniewomir Flis @gnievchenko.bsky.social · 12/02/2025
Require some processing but yes uop.honeywell.com/en/industry-...
uop.honeywell.com
Ethanol To Jet
We’re expanding our Sustainable Aviation Fuel portfolio to include new Ethanol to Jet fuel technology. Ethanol to Jet fuel represents a new revenue
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Gniewomir Flis @gnievchenko.bsky.social · 12/02/2025
The main takeaway here is that in Shells most aggressive climate scenario they don’t see much e fuels
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Gniewomir Flis @gnievchenko.bsky.social · 12/02/2025
Lol ok degrowther
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Gniewomir Flis @gnievchenko.bsky.social · 12/02/2025
Noice, thanks for all that colour!
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Gniewomir Flis @gnievchenko.bsky.social · 12/02/2025
1) It's a normative scenario 2) can turn the clock back with removals
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Gniewomir Flis @gnievchenko.bsky.social · 12/02/2025
Why not? Road transport - especially cars - is already amenable to electrification.
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Gniewomir Flis @gnievchenko.bsky.social · 12/02/2025
Horizon is Shell's normative scenario of 1.5C by 2100. Two things struck me about this chart: the amount of waste in hydrogen production, and how little ends up being turned into synthetic jet fuel.
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Gniewomir Flis @gnievchenko.bsky.social · 12/02/2025
Well crops have a quick cycle so I imagine they're quicker at absorbing carbon.
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Gniewomir Flis @gnievchenko.bsky.social · 12/02/2025
Sourceee: www.shell.com/news-and-ins...
shell.com
The 2025 Energy Security Scenarios | Shell Global
Discover how the energy system adapts as AI catalyses changes across a society seeking economic growth, national security and climate mitigation.
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Gniewomir Flis @gnievchenko.bsky.social · 12/02/2025
Consider that if we stopped using crop-based biofuels for road transport and instead put them to work in planes, we could decarbonise 25% of aviation by tomorrow. Chart from Shell's 2025 Energy Security Scenarios.
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Gniewomir Flis @gnievchenko.bsky.social · 10/02/2025
I even met with Karsten last week!
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Gniewomir Flis @gnievchenko.bsky.social · 10/02/2025
When it comes to marginal cost of abatement - yes
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Gniewomir Flis @gnievchenko.bsky.social · 10/02/2025
You should be blackpilling on e-fuels. It's 4x cheaper to abate emissions using biomass CHP + CCS rather than using biomass as a source of biogenic CO2 for e-kerosene. This in recent analysis by Tobias Johan at Danish think tank Concito.
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Gniewomir Flis @gnievchenko.bsky.social · 10/02/2025
Inbetween the large cities, British rail works well. But the prices are extortionate. 100 pounds for a 2 hour return trip to Manchester from London. 300 pounds for Edinborough. Wild.
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Gniewomir Flis @gnievchenko.bsky.social · 08/02/2025
Afraid you’ll need to reach out to Topsoe for that!
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Gniewomir Flis @gnievchenko.bsky.social · 08/02/2025
We’re talking about a country where like half of prime ministers belonged to the oxbridge debate club
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Gniewomir Flis @gnievchenko.bsky.social · 08/02/2025
Points 1 - 3) are reiterating the exact same thing. Point 4) is just like your ~vibes~. So typical of Brits to focus on how things are said rather than the substance of the subject matter.
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