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Sinan Reçber @sinanrecber.bsky.social · 11h

Sign up for a free trial subscription here (ends automatically): www.kelvinreport.com#/portal/signup Click here for Julian Hinz’s assessment from the Kiel Institute for the World Economy: www.kielinstitut.de/media/news/f...

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Sinan Reçber @sinanrecber.bsky.social · 11h

German trade economist Julian Hinz certainly has a clear take on the Franco-German push, which I have included in today’s cover story of The Kelvin Report. If you want to stay up to speed on European energy, industrial or climate policy, The Kelvin Report is for you.

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Sinan Reçber @sinanrecber.bsky.social · 11h

...and fair market conditions by political or economic means”, carrying the potential consequence of “up to an immediate cut-off from the internal market if needed”. It is one thing to play such a card, but quite another to actually hold it in your hand in the first place.

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Sinan Reçber @sinanrecber.bsky.social · 11h

Faced with the second China shock, Macron and Merz demand “new legal instruments” from EU Commission President Ursula von der Leyen in the event that “third countries deliberately seek to undermine the restoration of a level playing field... 🧵👇

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Sinan Reçber @sinanrecber.bsky.social · 06/10/2026

Listen to the recently published podcast episode: icapcarbonaction.com/en/episode-1... Read the analysis by the Öko-Institut: www.oeko.de/publikation/...

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Sinan Reçber @sinanrecber.bsky.social · 06/10/2026

If you want to keep on top of European energy, industrial, and climate policy, sign up here for a free trial subscription to The Kelvin Report (ends automatically): www.kelvinreport.com#/portal/signup

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Sinan Reçber @sinanrecber.bsky.social · 06/10/2026

The EU Commission expects certificates from Direct Air Carbon Capture and Sequestration (DACCS) to be “extremely expensive”, as I cover in the latest issue of The Kelvin Report. And that immediately reminded me of an analysis by the German Öko-Institut from July 2026.

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Sinan Reçber @sinanrecber.bsky.social · 06/10/2026

Reporting on podcast episodes can feel a bit strange at times. But the format becomes interesting for the news business when powerful people speak at length and uninterrupted, saying things in a conversational atmosphere that you might not have previously heard expressed with such clarity. 🧵👇

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Sinan Reçber @sinanrecber.bsky.social · 05/10/2026

Dear energy, industry and climate community: If you or your organisation still have budget left for the year, please consider supporting this briefing project with multiple supporter subscriptions so it can keep growing. Just reach out via email or DM for further info. It would mean the world to me!

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Sinan Reçber @sinanrecber.bsky.social · 05/10/2026

Supporter subscribers can read all the details in today’s edition of The Kelvin Report. Sign up for a free, 14-day trial subscription (ends automatically) here: www.kelvinreport.com#/portal/signup

kelvinreport.com

The Kelvin Report

Europe's energy, industry and climate briefing.

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Sinan Reçber @sinanrecber.bsky.social · 05/10/2026

With an eye on the Pre-COP kicking off today in Fiji, the letter states: “Commissioner Wopke Hoekstra intends to welcome the Declaration at the Pre-COP31 Leaders’ event on 6 October, indicating the EU’s intention to endorse it as soon as possible.”

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Sinan Reçber @sinanrecber.bsky.social · 05/10/2026

The EU Commission’s letter on the planned “Taku Pakasoa Declaration” is addressed to member state delegations in the Working Party on the Environment.

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Sinan Reçber @sinanrecber.bsky.social · 05/10/2026

LEAK: The EU intends to sign an international declaration ahead of UN climate talks, upholding the 1.5-degree target & supporting better access to climate finance for Small Island Developing States & Least Developed Countries, per a 25 Sept EU Council document obtained by The Kelvin Report. 🧵👇

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Sinan Reçber @sinanrecber.bsky.social · 03/10/2026

For me, this immediately brought to mind that Germany, as the EU’s largest economy, is currently blowing through another €2.5bn on a “fuel discount” that subsidises petrol and diesel. Nothing here is targeted – wealthy heavy drivers benefit significantly. Sign up to The Kelvin Report:

kelvinreport.com

The Kelvin Report

Europe's energy, industry and climate briefing.

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Sinan Reçber @sinanrecber.bsky.social · 03/10/2026

“Investing in effective social registries and payment systems can yield substantial benefits by improving targeting, speeding delivery, and lowering fiscal costs.” Read the full IMF blog post: www.imf.org/en/blogs/art...

imf.org

How Countries Are Adapting as the Global Energy Shock Persists

Governments deployed a wide range of measures as the energy shock unfolded, reflecting different domestic economic conditions. Targeting remains essential

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Sinan Reçber @sinanrecber.bsky.social · 03/10/2026

“As debt rose, more exposed countries devoted a smaller share of their response to household transfers – which are, by design, more targeted”, writes a team led by IMF researcher Era Dabla-Norris in a new blog post.

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Sinan Reçber @sinanrecber.bsky.social · 03/10/2026

NEW: More and more governments around the world are opting for targeted relief to cushion vulnerable groups against surging energy costs, rather than broad-brush measures, according to new calculations by the International Monetary Fund. 🧵👇

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Sinan Reçber @sinanrecber.bsky.social · 02/10/2026

Here’s the link to the analysis: climatecake.ios.edu.pl/wp-content/u...

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Sinan Reçber @sinanrecber.bsky.social · 02/10/2026

If you work on European energy, industrial, and climate policy, The Kelvin Report is for you – delivered straight to your inbox three times a week: www.kelvinreport.com#/portal/signup

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Sinan Reçber @sinanrecber.bsky.social · 02/10/2026

That money could instead be spent right here in the EU — on electric vehicles, heat pumps, or power grids, for instance — and flow directly into European jobs, factories, and industrial products as well.

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Sinan Reçber @sinanrecber.bsky.social · 02/10/2026

A thought on sourcing international credits: amid the Industrial Accelerator Act, many push for EU money to support EU jobs, factories, and products. Buying international credits on a massive scale later contradicts this by sending billions abroad.

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Sinan Reçber @sinanrecber.bsky.social · 02/10/2026

The climate analysts have also calculated the likely carbon price for the counter-proposal put forward by EU lawmaker Peter Liese (EPP) regarding the ETS 1 reform. Under his plan, the 2040 price would sit at 650 euros per tonne of CO2.

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Sinan Reçber @sinanrecber.bsky.social · 02/10/2026

In a scenario where the EU achieves only 50% of targeted carbon removals (125Mt) and 50% of international carbon credits, KOBiZE calculates that the 2040 carbon price would hit €834/tonne, “at which the market does not clear and the cap is not met”, you can read in The Kelvin Report.

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Sinan Reçber @sinanrecber.bsky.social · 02/10/2026

Climate analysts for the Polish government are warning of a major bottleneck in the ETS 1 reform. A shortage of carbon removals and international carbon credits could lead to a bottleneck in CO2 allowances in the EU after 2035, warns KOBiZE in a new analysis. 🧵👇

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Sinan Reçber @sinanrecber.bsky.social · 01/10/2026

If you work in European energy, industrial or climate policy, sign up for a trial subscription to The Kelvin Report here (ends automatically): www.kelvinreport.com#/portal/signup

kelvinreport.com

The Kelvin Report

Europe's energy, industry and climate briefing.

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Sinan Reçber @sinanrecber.bsky.social · 01/10/2026

I then listed the market shares for each of the 10 largest EU car markets, ranked from highest to lowest EV share. Here is the link to the ACEA figures for August (see page 3): www.acea.auto/files/Press_...

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Sinan Reçber @sinanrecber.bsky.social · 01/10/2026

Europe’s Automobile Manufacturers’ Association (ACEA) doesn’t release these monthly figures directly in this format. What I’ve done is simply divide ACEA’s absolute monthly figures for battery electric cars by the “total” figures for new car registrations in August. 🧵👇

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Sinan Reçber @sinanrecber.bsky.social · 30/09/2026

If you work in European energy, industrial or climate policy, sign up for a trial subscription to the briefing here (ends automatically): www.kelvinreport.com#/portal/signup

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Sinan Reçber @sinanrecber.bsky.social · 30/09/2026

Yet the EU’s most important industrial policy proposal this year risks being delayed in the European Parliament.

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Sinan Reçber @sinanrecber.bsky.social · 30/09/2026

Fairly dramatic language during Monday’s debate on the Industrial Accelerator Act in Brussels. It struck me so much that I’m sharing a few quotes here from today’s edition of The Kelvin Report.

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Sinan Reçber @sinanrecber.bsky.social · 29/09/2026

Links to analyses: OIES: www.oxfordenergy.org/publications... CREA: energyandcleanair.org/beyond-the-h...

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Sinan Reçber @sinanrecber.bsky.social · 29/09/2026

If you work in European energy, industrial, or climate policy, sign up for a trial subscription to The Kelvin Report here (ends automatically, no charge): www.kelvinreport.com#/portal/signup

kelvinreport.com

The Kelvin Report

Europe's energy, industry and climate briefing.

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Sinan Reçber @sinanrecber.bsky.social · 29/09/2026

However, the researchers’ finding regarding China’s claim to “leadership across clean-energy equipment and strategic enabling technologies” made me reflect on expert views regarding the Industrial Accelerator Act: Europe must decide strategically where to lead.

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Sinan Reçber @sinanrecber.bsky.social · 29/09/2026

Reading the latest analyses on China’s new energy targets was particularly interesting while getting Monday’s edition of The Kelvin Report ready. 🧵👇

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Sinan Reçber @sinanrecber.bsky.social · 28/09/2026

Read the full story in today's edition of The Kelvin Report. If you work on energy, industrial, and climate policy, sign up and support independent journalism: www.kelvinreport.com#/portal/signup Link to the study: www.sciencedirect.com/science/arti...

kelvinreport.com

The Kelvin Report

Europe's energy, industry and climate briefing.

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Sinan Reçber @sinanrecber.bsky.social · 28/09/2026

“The highest increase in average annual system costs when forbidding an individual flexibility option (+37.1 bn EUR) is observed when not allowing electrolysers to be flexible”, states the analysis by Juan Gea-Bermúdez’s team at the JRC in Seville.

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Sinan Reçber @sinanrecber.bsky.social · 28/09/2026

In the study, published in Energy Reports, researchers calculate how much more expensive the European energy system becomes if the 27 EU member states forgo flexibility options: vehicle-to-grid power feeding, new power interconnectors, or utility-scale battery storage plants.

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Sinan Reçber @sinanrecber.bsky.social · 28/09/2026

⚡ NEW: Rigid hydrogen production could sharply drive up EU energy system costs This is probably the coolest EU energy chart you'll see all week. Rigid, inflexible hydrogen production could send annual costs for the EU energy system soaring, according to a new study by the JRC. 🧵👇

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Sinan Reçber @sinanrecber.bsky.social · 27/09/2026

I'll be taking on this topic in tomorrow's edition of The Kelvin Report. If you work on European energy, industrial, and climate policy, sign up for the briefing: www.kelvinreport.com#/portal/signup

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Sinan Reçber @sinanrecber.bsky.social · 27/09/2026

Not to suggest that the EU should install as much power generation capacity as China—that would likely be expensive, inefficient, and unrealistic. But simply to get a feel for how China's energy targets compare to the corresponding numbers in the EU.

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Sinan Reçber @sinanrecber.bsky.social · 27/09/2026

⚡ China's Energy Targets vs. EU Energy System The Oxford Institute for Energy Studies (OIES) recently summarised and analysed the energy targets in China's 15th Five-Year Plan (FYP). And I thought it’d be interesting to cross-reference those metrics with energy figures from the EU. 🧵👇

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Sinan Reçber @sinanrecber.bsky.social · 26/09/2026

If you work on European energy, industry and climate policy, The Kelvin Report is for you. Get your free trial for the briefing here, it comes out three times a week: www.kelvinreport.com#/portal/signup

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Sinan Reçber @sinanrecber.bsky.social · 26/09/2026

With Latvia the only EU member state holding a national election before the end of the year (3 October), seeing how energy plays out in the public debate there should be interesting.

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Sinan Reçber @sinanrecber.bsky.social · 26/09/2026

Both the EU Commission and many MEPs keep trying to push the message that Europe's reliance on fossil fuel imports is behind the energy price crisis. I constantly ask myself whether that's actually landing with people — or if it's just triggering sheer anger and frustration. 🧵👇

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Sinan Reçber @sinanrecber.bsky.social · 25/09/2026

If you work on European energy, industry and climate policy, The Kelvin Report is for you. Get your free trial here (ends automatically):

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The Kelvin Report

Europe's energy, industry and climate briefing.

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Sinan Reçber @sinanrecber.bsky.social · 25/09/2026

“Member States may be reluctant to cover [the gap] as higher debt-service costs, defence commitments and competing decarbonisation needs constrain fiscal space,” Vulturius and his co-authors warn.

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Sinan Reçber @sinanrecber.bsky.social · 25/09/2026

What Gregor Vulturius and his team at Swedish bank SEB have done is crunch the numbers. And the figures make for sobering reading: the funding gap is expected to land somewhere between 9.4 billion and 37.1 billion euros, as reported in today’s edition of The Kelvin Report.

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Sinan Reçber @sinanrecber.bsky.social · 25/09/2026

It could already be guessed: with the planned auctioning of 260 million CO2 certificates, the EU Commission would predictably not be able to fund anywhere near the same amount of carbon dioxide removal. 🧵👇

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Sinan Reçber @sinanrecber.bsky.social · 24/09/2026

If you work on European energy, industry and climate policy, The Kelvin Report is for you. Get your free trial here:

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The Kelvin Report

Europe's energy, industry and climate briefing.

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