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Marco Giuli

@marcogiuli.bsky.social
110 followers 195 following 23 posts

Project Manager @agoraind.bsky.social, Researcher at Vrije Universiteit Brussel. Energy and industrial transitions in Europe. Views are mine, RT not endorsements.

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Reposted by Marco Giuli
Agora Industrie @agoraind.bsky.social · 19/12/2025
🗞️ Neue Studie: Die #Industrie kann bis 2045 günstiger und klimaneutral produzieren – mit elektrischer #Prozesswärme aus Wärmepumpen oder Elektrodenkessel. 1/x
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Financial Times @financialtimes.com · 07/06/2025
China fast tracks rare earth export licences for European companies www.ft.com/content/2e174ebd-d4b5-47…
ft.com
China fast tracks rare earth export licences for European companies
Beijing has attempted to improve relations with Brussels since Donald Trump returned to the White House
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Marco Giuli @marcogiuli.bsky.social · 06/06/2025
Gone are the days when Europe pinned its hopes on Eastern Mediterranean energy riches www.bloomberg.com/news/article...
bloomberg.com
Egypt Plans to Finalize Large LNG Purchase Deals Over Next Week
Egypt has indicated that it plans to in the coming week finalize some purchases of liquefied natural gas for delivery over the next few years, as the country deepens its dependence on imports.
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Reposted by Marco Giuli
Chris Bataille @chrisbataille.bsky.social · 28/04/2025
For a lot of developing countries buying gasoline and diesel requires a lot of exports to generate the necessary usually USD. If they can jump to EV the macroeconomic robustness benefits can be very large.
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Reposted by Marco Giuli
The Guardian @theguardian.com · 08/04/2025
British Steel could be nationalised as PM and chancellor consider ‘all options’
theguardian.com
British Steel could be nationalised as PM and chancellor consider ‘all options’
Whitehall sources say Starmer and Reeves aligned in seeing steel as of ‘huge strategic importance’ Keir Starmer and Rachel Reeves are actively considering nationalising British Steel in an escalation of plans first revealed in the Guardian last year. The prime minister said all options were on the table to secure the future of the Scunthorpe plant, which is owned by the Chinese firm Jingye and employs about 3,500 people. Defended the welfare cuts as being based on “dignity” and criticised the Office for Budget Responsibility for not taking into account possible behavioural changes of people affected by the cuts when assessing the consequences of the policy. Said threats from foreign powers targeting people in the UK were “growing” and the issue was constantly being raised in international talks. He added: “I think we generally underestimate that threat, and it’s very important we’re alive to it.” Stepped up his criticism of regulators, telling MPs he was “astonished” by how many there were and saying he was “frustrated” by the barriers they put up. Called for an inquiry into the killing of 15 aid workers in Gaza and said international law “underpins everything we do bilaterally and multilaterally” when questioned about the conflict in the Middle East. Said he would speak to the intelligence agencies and the Kyiv government after Volodymyr Zelenskyy, the Ukraine president, said two Chinese citizens had been captured fighting as part of the Russian army. Said changes to the social care system could come as soon as next year amid a review led by Lady Louise Casey. Continue reading...
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Marco Giuli @marcogiuli.bsky.social · 31/03/2025
surely quite premature, but wold be an interesting plot twist in a country that few months ago was discussing electricity decoupling from the EU www.ft.com/content/3c25...
ft.com
Why Norway is edging towards a fresh EU membership bid
Also in this newsletter: Ireland’s pharma industry braces itself for Donald Trump’s tariffs
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Marco Giuli @marcogiuli.bsky.social · 24/03/2025
Five EU member states account for 70% of the emissions under ETS2. Early action in these countries to support switch to cleaner transport and heating will help reduce emissions and keep the carbon price in check, while reducing fossil fuel dependencies. www.agora-energiewende.org/news-events/...
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Marco Giuli @marcogiuli.bsky.social · 11/03/2025
We knew gas could be weaponised in many ways, but this takes it to a whole new level. apnews.com/article/russ...
apnews.com
Russian forces walked inside a gas pipeline to strike Ukrainian troops from the rear in Kursk
Ukraine’s military and Russian war bloggers say Russian special forces walked inside a gas pipeline to strike Ukrainian units from the rear in the Kursk region.
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Marco Giuli @marcogiuli.bsky.social · 03/03/2025
I struggle to see how this aligns with Trump's obsession with selling more US LNG to the EU.
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Marco Giuli @marcogiuli.bsky.social · 21/02/2025
To the Brussels bubble: I know it's a lost cause, but could we please stop using 'electrification rate' when we actually mean 'the share of electricity in final energy consumption'?
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Marco Giuli @marcogiuli.bsky.social · 20/02/2025
"the recent revolt against regulation in Europe (...) does strike me as thin on evidence. (...) many regulations only determine the direction of growth, not its pace." www.ft.com/content/1d05...
ft.com
Myths of Europe’s overregulation
Remember the good as well as the bad and the ugly
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Reposted by Marco Giuli
Agora Energiewende @agoraew.bsky.social · 19/02/2025
The German #Energiewende FAQ – now updated 🇩🇪 With Germany’s upcoming #elections, questions on its #energytransition are more relevant than ever. Our updated interactive dashboard provides clear, fact-based answers and the latest data. Explore it here 👉 www.agora-energiewende.org/about-us/the...
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Marco Giuli @marcogiuli.bsky.social · 19/02/2025
"dans la loi de finances 2025 promulguée vendredi 14 février, l’exécutif continue de taxer davantage l’électricité plutôt que le gaz. Or, l’électricité produite dans le pays est largement bas carbone" www.lemonde.fr/economie/art...
lemonde.fr
Le gaz fossile reste moins taxé que l’électricité bas carbone
L’électricité produite en France est à 95 % bas carbone grâce au nucléaire, alors que le gaz consommé dans le pays, importé, reste largement non renouvelable.
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Marco Giuli @marcogiuli.bsky.social · 19/02/2025
One wonders whether this is a misplaced obsession or a subtle way to justify continued engagement in Ukraine (if any) to a MAGA crowd that favors disengagement but might be enticed by the prospect of overseas resource grabbing. Somehow reminds Trump 1's obsession with the "Syrian oil".
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Reposted by Marco Giuli
Sammy Roth @sammyroth.bsky.social · 18/02/2025
State ownership of oil refineries is one of many options being considered by California officials for stabilizing gasoline supply, as demand falls -- but only gradually -- due to the growth of electric vehicles: www.latimes.com/environment/... via @russmitchell.bsky.social
latimes.com
Is California government considering oil refinery takeovers? Yes, it is
As oil companies shut down refineries, California policymakers are weighing whether the state should get into the refinery business to ensure steady supplies. An industry group says it's not so simple...
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Marco Giuli @marcogiuli.bsky.social · 16/02/2025
Japan is betting USD 1.5 billion on the commercialisation of perovskite cells. This ultra-thin cell technology is apt for a mountainous country that lacks the open space needed for more conventional solar farms. www.ft.com/content/929b...
ft.com
Japan’s $1.5bn bet on ultra-thin solar cells in challenge to China
Tokyo aims to disrupt Beijing’s dominance of renewables and reduce fossil fuel dependence
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Marco Giuli @marcogiuli.bsky.social · 15/02/2025
With all due respect, our public discourse would be healthier if we stopped normalising far-right tropes, such as the idea that countries need to be 'saved'.
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Marco Giuli @marcogiuli.bsky.social · 15/02/2025
"While European industry is struggling, the development of wind and solar energy is attracting investment projects to Spain and helping production rebound" www.lesechos.fr/industrie-se...
lesechos.fr
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Reposted by Marco Giuli
Killian Daly @energykillian.bsky.social · 14/02/2025
@iea.org Electricity 2025 report out today. Electricity is increasingly the lifeblood of our economies. EU industrial prices are 2x the US and 1.5X China. Taxes, gas reliance, and inefficient renewable integration are all drivers. Solutions needed. iea.blob.core.windows.net/assets/38a95...
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Marco Giuli @marcogiuli.bsky.social · 10/02/2025
enough - and with a stable enough outlook - to support reactivation or expansion of domestic capacity? or just shifting imports from Canada to lower cost producers? www.reuters.com/markets/comm...
reuters.com
Trump says he will announce 25% steel and aluminum tariffs on Monday
U.S. President Donald Trump said on Sunday that he will be announcing on Monday 25% tariffs on all steel and aluminum imports into the U.S.
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Marco Giuli @marcogiuli.bsky.social · 08/02/2025
"baseload" solar+storage to power Australian aluminium production? Rio Tinto is looking to add battery storage to the clean energy mix powering its Queensland Boyne Island smelter, as part of a plan to replace coal with firmed renewables. reneweconomy.com.au/rio-tinto-tu...
reneweconomy.com.au
Rio Tinto turns to big batteries to underpin green smelters, as firmed renewables eclipse gas and coal
Rio Tinto is looking to add battery storage to contracted wind and solar to power its giant smelters in Australia, saying they have no future with coal generation because of high costs and emission…
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Marco Giuli @marcogiuli.bsky.social · 07/02/2025
Commission planning to exempt 80% of EU firms eligible for CBAM from the mechanism - and from the associated reporting obligations. CBAM will be still able to cover 95% of the emissions of the imported products, according to Hoekstra www.ft.com/content/c610...
ft.com
Brussels to exempt most EU companies from carbon border tax
More than 80% to be exempted by reforms aimed at cutting red tape and boosting productivity
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Reposted by Marco Giuli
Reuters @reuters.com · 06/02/2025
Europe’s battery storage capacity is expected to grow around five-fold by 2030, bringing with it increasing returns for energy majors, project developers and traders, as the cost of new projects falls reut.rs/42NoXpp
reut.rs
Europe’s renewables market powers battery storage boom
Europe’s battery storage capacity is expected to grow around five-fold by 2030, bringing with it increasing returns for energy majors, project developers and traders, as the cost of new projects falls.
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Marco Giuli @marcogiuli.bsky.social · 04/02/2025
Not much on climate and energy in the new Belgian coalition agreement, but welcome shift of VAT burden from fossil to clean. VAT on heat pumps to be lowered to 6%, while will rise again to 21% on gas boilers www.vrt.be/vrtnws/en/20...
vrt.be
What are the new government’s plans?
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Marco Giuli @marcogiuli.bsky.social · 04/02/2025
Following the political crisis, Norway's Statnett was instructed to postpone planning for new subsea power interconnections until the current parliamentary term concludes. www.regjeringen.no/en/aktuelt/n...
regjeringen.no
New steps to reduce electricity bills and maintain control over national energy resources
The Norwegian Government has proposed a set of new measures to lower the cost of consumer electricity bills. Under the new plan, consumers will be able to choose between subscribing to the general ele...
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Marco Giuli @marcogiuli.bsky.social · 03/02/2025
tomorrow 👇
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Reposted by Marco Giuli
Bram Claeys @bramclaeys.bsky.social · 31/01/2025
Dashboard EU energy prices ACER - updated data. 💡🔌 Interesting to check difference between countries. - ES vs. IT on electricity retail prices & components. - SV vs. BE on gas. Rebalancing taxes on power vs gas is crucial for electrification, climate & efficiency. tinyurl.com/4s9ymjwe
Graph comparing retail electricity prices for Spain and ItalyGraph comparing retail gas prices for Sweden versus Belgium
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Reposted by Marco Giuli
Financial Times @financialtimes.com · 31/01/2025
Canada should respond to Trump with tariffs on Musk’s Teslas, Freeland says www.ft.com/content/f177fcbe-d632-46…
ft.com
Canada should respond to Trump with tariffs on Musk’s Teslas, Freeland says
Former finance minster says Ottawa must target US president’s ‘billionaire buddies’
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Reposted by Marco Giuli
Jesse D. Jenkins @jessedjenkins.com · 30/01/2025
Confirmation that distribution of already contracted funds have been frozen: "EPA cuts off IRA solar money already under contract. Recipients of the $7 billion Solar For All program were locked out of an online portal that’s used to distribute federal funding."
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Nils Redeker @nilsredeker.bsky.social · 29/01/2025
After three years of debating how to best mimic the US IRA, EU discussions are now shifting to how to keep pace with Trump’s deregulation spree. Maybe, instead of chasing every economic trend from across the pond, Europe should be a bit more serious about crafting a strategy that works for itself.
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Dave Jones @cleanpowerdave.bsky.social · 26/01/2025
The EU🇪🇺 clean transition isn't just about climate.. ..it's also to cut its huge fossil import bill, which compromises its economy and even its sovereignty. Wind+solar have cut 92bcm of gas and 55mt of hard coal use since 2019. That's €59 billion in avoided fossil fuel imports👏
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Marco Giuli @marcogiuli.bsky.social · 24/01/2025
Reminder: parties can suspend the EU-Mercosur agreement if one of the signatories leaves the Paris Agreement www.ft.com/content/4957...
ft.com
Javier Milei eyes exit from Paris climate deal
Argentine government explores proposal to follow US in quitting landmark agreement
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Marco Giuli @marcogiuli.bsky.social · 24/01/2025
Intensity threshold will be introduced in 2028 and only apply to new contracts as of 2030. Meanwhile, no idea of how a "EU-US gas deal" can be enforced on firms, as well as no ideas on volumes and timelines. Smells of nothingburger.
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Reposted by Marco Giuli
Chris Bataille @chrisbataille.bsky.social · 24/01/2025
Good Carbon Brief on China’s energy storage boom. For a few years now they’ve required 5-20% storage for all variable renewables added. It doesn’t get used anywhere near what would be considered profitable in the west, but man it builds an industry fast www.carbonbrief.org/qa-how-china...
carbonbrief.org
Q&A: How China became the world's leading market for energy storage - Carbon Brief
Carbon Brief explores how China has been driving the energy storage sector forwards and how it fits into the nation’s wider energy transition.
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Marco Giuli @marcogiuli.bsky.social · 23/01/2025
6 pillars expected in the clean industrial deal: -tackling energy cost(focus on connectivity) -financing(?) -recycling and CRM(next year) -skills -lead markets(quotas for green materials in public procurement) -proactive use of trade(mirror clauses in bilateral deals) www.politico.eu/article/eu-c...
politico.eu
EU’s Clean Industrial Deal to cover 6 themes from energy prices to trade
The contours of a mammoth industrial decarbonization strategy are taking shape ahead of its Feb. 26 unveiling.
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Reposted by Marco Giuli
Nicolas Fulghum @nicolasfulghum.bsky.social · 23/01/2025
NEW | In 2024, solar power overtook coal for the first time! ☀️ As the US is doubting its own clean energy credentials, the EU is all in and it shows. Today we @ember-energy.org published our annual European Electricity Review. A thread on the most important developments...
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Marco Giuli @marcogiuli.bsky.social · 23/01/2025
EU energy intensive industries push back against EPP calls to delay CBAM. www.endseurope.com/article/1903...
endseurope.com
European cement and steel industries push back against calls for CBAM delay
A two-year delay to the carbon border adjustment mechanism (CBAM), as proposed by the EPP last week, would cause “major risks” for ongoing EU decarbonisation investments, according to steel and cement...
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Andreas Graf @andreasgraf.bsky.social · 17/01/2025
Join us on 5 February for hybrid event on the UK Clean Heat Market Mechanism and how a similar policy for the EU could help guide the transition of the EU heating industry to a competitive future. 📅 Date: 5 Feb 2025 ⏰ Time: 10:00 – 12:30 CET Register now! www.agora-energiewende.org/news-events/...
agora-energiewende.org
Boosting the clean heat market: solutions for the new policy cycle
Exploring the role of market-based policies for making clean heating more competitive 
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