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Sem Oxenaar

@soxenaar.bsky.social
1.7K followers 379 following 95 posts

Excited about heat and building decarbonisation, working @regassistproj - heating & cooling / industrial electrification / district heating / heat planning

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John Gibbons 🇵🇸 🇺🇦 🇪🇺 @thinkorswim.bsky.social · 18/08/2026
Here’s a graphic projecting massive and devastating #climate driven drying out of soils right across Europe by mid-century… …oh wait, sorry, that’s an ACTUAL reading from August 10th last. My mistake.
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Prof. Stefan Rahmstorf @rahmstorf.bsky.social · 22/07/2026
Beach holidays in the climate crisis, France. As an old viral quote said: “Climate change will manifest as a series of disasters viewed through phones with footage that gets closer and closer to where you live until you’re the one filming it.”
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Jan Rosenow @janrosenow.bsky.social · 17/07/2026
BREAKING: Electrification Action Plan dropped. The EU just committed to doubling electrification: 46% of final energy consumption by 2040, up from 23% today, where it has sat for a decade. My rapid response analysis of the Electrification Action Plan: open.substack.com/pub/janrosen...
open.substack.com
Nine times faster: the EU wants to double electrification by 2040
The Commission has launched its Electrification Action Plan. A 46% target and some serious policy measures.
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Centre for European Reform @centreeuropeanref.bsky.social · 06/07/2026
As long as industry receives free EU ETS allowances, this handout should be conditional on recipients investing in clean tech to reduce their EU-originating emissions. New insight by @elisabettaco.bsky.social Read here: buff.ly/iYAV6yt
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Centre for Research on Energy and Clean Air @creacleanair.bsky.social · 14/07/2026
🇨🇳 NEW | #China H1 2026 #Airquality review| EN & CN #EV-related oil cuts drove China’s clean air progress in H1 after #Hormuz disruption 🧵⤵️
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Laurie van der Burg @laurievdburg.bsky.social · 09/07/2026
NEW: Our first-ever dataset shows national development banks (NDBs) could unlock at least $28 billion/year for renewable energy by shifting finance away from fossil fuels. Why does this matter you say? 🧵⬇️
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Jan Rosenow @janrosenow.bsky.social · 02/07/2026
NEW RESEARCH: One German tabloid coined one word. "Heizungshammer" spread to 1,100+ articles and helped to effectively kill Germany's heating law. We analysed 333 BILD articles to trace how tabloid framing became legislation. Out today, open access: www.sciencedirect.com/science/arti...
sciencedirect.com
Heating up the headlines: How tabloid framing reshaped Germany's Buildings Energy Act
Media has become a decisive force in shaping climate and energy policy, influencing not only which issues gain attention but also how they are framed …
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Centre for European Reform @centreeuropeanref.bsky.social · 18/06/2026
According to a widely-shared policy brief by @sandertordoir.bsky.social & Brad Setser for the think-tank @centreeuropeanref.bsky.social, China now accounts for roughly 30% of global manufacturing output while consuming only 13% of global output. buff.ly/2jJUUvE
euobserver.com
EU leaders to pick from menu of anti-China trade measures over summit dinner
The European trade deficit with China amounted to €360bn in 2025, or roughly €1bn a day. The commission and a growing group of member states want to take stronger measures to save European industries.
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Centre for European Reform @centreeuropeanref.bsky.social · 08/06/2026
Brussels’ current trade defense policy is a “piecemeal, product-by-product” approach that is “no match for China’s macroeconomic distortions,” said @sandertordoir.bsky.social, chief economist at the @centreeuropeanref.bsky.social. buff.ly/REvxskR
politico.eu
China is killing Europe’s chemicals industry. Brussels wants to intervene.
Manufacturers are closing plants and cutting jobs as the EU debates how hard to push back against China.
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Centre for European Reform @centreeuropeanref.bsky.social · 01/06/2026
“The main thing is Europe has an arsenal of trade instruments at its disposal already,” @sandertordoir.bsky.social the @CER_EU’s chief economist, told reporters. “What’s missing is a lack of political will to deploy them.”
buff.ly
EU's Séjourné Warns 29 Million Jobs at Risk as Brussels Deploys New Tariff Doctrine Against China
EU industry chief Stéphane Séjourné says 29 million European jobs are at risk as Brussels adopts sector-wide import quotas and tariffs — a change in doctrine targeting China's subsidized chemicals,…
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Jaap Burger @jaapburger.eu · 26/05/2026
Liberté, égalité, fraternité, électricité France is making a new wave of electrification – transport 🚗🚛, heating, industry, bakeries 🥐🥖 and agriculture – a national priority www.elysee.fr/electrifions...
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Andrew Sissons @acjsissons.bsky.social · 23/04/2026
New short paper by me: what should we do about industrial electricity prices? I've found the debate on industrial energy a bit light on evidence, so I've tried to dig into the data. My headline take is: we need to target subsidies carefully and help businesses do more to lower their bills...
nesta.org.uk
How could the UK lower its industrial electricity prices?
Given the high cost of subsidy and the relatively small number of energy intensive industries left in the UK, support for industrial electricity bills should remain targeted at businesses most in need...
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Sem Oxenaar @soxenaar.bsky.social · 15/04/2026
Finally. This week Von Der Leyen said "electrifying Europe means making Europe more independent" in her response to the Oil price crisis. Compare that to the response to the Gas price crisis 2022/2023 when VDL announced the creation of a hydrogen bank..
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Jaap Burger @jaapburger.eu · 10/04/2026
There are now more battery-electric cars in the Dutch fleet than diesel cars. www.cbs.nl/nl-nl/maatwe...
In the Netherlands, too, there are now more fully electric cars than diesel cars

Showing declining number of diesel cars from 2019 (1.3 million) to 2026 (582k) and increasing number of fully electric cars from 2019 (45k) to 2026 (695k)
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Jan Rosenow @janrosenow.bsky.social · 09/04/2026
For the first time ever, heat pumps outsold gas boilers in Germany in 2025. 48% of all new heating systems installed last year were heat pumps. Gas fell to just 39%. A decade ago, heat pumps had a 7% market share. The transformation has been remarkable.
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Het Financieele Dagblad @fd.nl · 01/04/2026
Spectaculaire stijging verkoop van tweedehands elektrische auto’s
fd.nl
Spectaculaire stijging verkoop van tweedehands elektrische auto’s
Bovag meldt een toename van 48 in maart vergeleken met voorgaande maand. Ook het marktaandeel van nieuwe elektrische autos loopt op te midden van geopolitieke spanningen en fors opgelopen benzineprijzen.
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Jaap Burger @jaapburger.eu · 04/03/2026
Today, it is celebrating its 10,000th! From 100 to 10,000 in 15 years: that means that on average, approximately one #EV charging station (with two charging points) was built per day in Amsterdam.
Number of on-street EV charging points in Amsterdam 2009 - 2026  Highlighted in text: 4 March 2011: # 100 4 March 2026: 10.000
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Clean Energy Wire | CLEW @cleanenergywire.bsky.social · 22/01/2026
German court: heat pump users not required to pay for switching off gas connection www.cleanenergywire.org/news/german-...
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Doug Mack @douglasmack.bsky.social · 14/01/2026
Following David's lead, I also posted on FB and was surprised by the positive response. Spread the word about what's happening here. People want to know.
I don't post much on here anymore but I need everyone to understand what it's like in Minnesota right now.

It's terrifying here. Our communities are under attack.

ICE is pulling people out of cars, rolling up to business and child care centers, detaining people based on the color of their skin, the language they're speaking, or the simple act of filming ICE. There are "guardians" stationed outside my daughters' schools to make sure kids and families are safe when they're just trying to attend classes. We should not fucking have to do this.

I do not have the words to properly express my fear, anger, and heartbreak. Every day brings new scenes, new horrors that should not be tolerated even once, let alone on an ongoing basis, all encouraged by the president and his supporters, which I know includes some of the people reading this.We are just a normal city trying to do normal things, but instead we have to worry about federal agents-from the party that claims to support "small government" and "safety"-invading our neighborhoods and making everything more dangerous. Not one person I know in Minneapolis-not a single person, not even my most conservative local acquaintances-supports this or thinks it's anything other than an actual attack on our beautiful city.

Many of our neighbors are immigrants. Doctors, nurses, teachers, the teller at the bank, the Uber driver getting you to the airport-the everyday people who make up the fabric of our city. These are the people being harassed and kidnapped and worse. Good people, not "bad guys." Some families just aren't sending their kids to school right now; some parents aren't going to work.

I logged on and the Facebook algorithm served up a NY Post story about the murder of Renee Good. The algorithm showed me that people I know had liked it. Honestly, shame on you. Shame on you for buying the propaganda. Shame on you for feeding the machine of hatred. Have some empathy. I'm begging you.
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Sem Oxenaar @soxenaar.bsky.social · 09/01/2026
How pension reform in one country will affect borrowing costs for many. Dutch pension funds are becoming less risk averse, reducing demand for long-term EU gov. bonds. Astute observation by www.economist.com/finance-and-...
economist.com
Why Europe’s biggest pension funds are dumping government bonds
Dutch reforms will push up borrowing costs across the continent
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Sander Tordoir @sandertordoir.bsky.social · 18/12/2025
D-Day for Europe to shore up Ukraine funding. As EU leaders huddle in Brussels, Stephen Paduano and I analyse the reparations loan in a new piece. This is not only a "There Is No Alternative" (TINA) moment—but the financial and legal risks are also manageable. 1/ www.cer.eu/insights/ukr...
cer.eu
The Ukraine Reparations Loan: How to fix Europe's financial plumbing
As US support for Ukraine vanishes, Europe must overcome Belgian opposition and improvise fiscally to provide Kyiv with €210 billion.
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Richard Lowes @richardlowes.bsky.social · 01/12/2025
🚨Just released🚨 'Tipping the balance: Cheaper electricity is needed to drive clean heating' Our brand new globally focussed paper looks at the role of energy pricing in delivering clean heat uptake and provides examples of what has been done to reduce electricity prices.
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Wester van Gaal @westervangaal.bsky.social · 25/11/2025
I enjoyed my conversation with @janrosenow.bsky.social. I’ve learned a lot from his work over the years, especially his critique of using expensive green hydrogen for home heating (or baking an egg). Here we talk about how electrifying our industries can actually make them more competitive.
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Jaap Burger @jaapburger.eu · 18/11/2025
A new round of EU transport infrastructure funding has been allocated. I have compiled an overview of the recipients. Rotterdam 🇳🇱 leads. Most 🔌 funded: Rotterdam-based VARO Energy 🇳🇱🇩🇪 for 548 🚛 chargers Biggest site funded: Watthub's Maasvlakte hub (Port of Rotterdam): 50 🔌 350 kW⚡🚛
Number of public charging points supported under the second round of AFIF. Varo Energy: 548 CCS for HDV.
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Regulatory Assistance Project @regassistproj.bsky.social · 05/11/2025
Europe can’t reach its clean energy goals without scaling demand flexibility. ⚡ Our new report with @ember-energy.org explains how empowering consumers to shift electricity use can cut bills, ease grid stress, and boost renewables. Read: bit.ly/4oAa8hS #EnergyTransition #Flexibility
bit.ly
How to scale demand flexibility in Europe | Ember
Boosting demand side flexibility can lower consumer bills and provide grid stability. Ember and RAP identify the top policy actions to scale demand flexibility.
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Sem Oxenaar @soxenaar.bsky.social · 30/10/2025
The future energy bill is an electricity bill. This is why we must 'Make Electricity Cheaper' for households, businesses and industry. In our 3rd paper at RAP on this topic, Tom Butler & I look at reducing tax & levies added to electricity prices for industry. tinyurl.com/4z4v5ssd
raponline.org
Making electricity cheaper: Modernising taxes and levies to incentivise electrification of industrial heat
RAP experts Sem Oxenaar and Tom Butler look at the state of electricity and gas prices for industry and the impact of reducing taxes and levies.
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Sem Oxenaar @soxenaar.bsky.social · 21/10/2025
As always, great thread on the latest developments in solar PV @solarchase.bsky.social
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Jenny Chase @solarchase.bsky.social · 20/10/2025
Time for 2025 updates to my annual “opinions about solar” thread. If you like these, you might like the second edition of my book, Solar Power Finance Without The Jargon. A 30% discount code WSQ0437 is valid on publisher website until end of November 2025. www.worldscientific.com/worldscibook...
worldscientific.com
Solar Power Finance Without the Jargon
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Regulatory Assistance Project @regassistproj.bsky.social · 16/10/2025
RAP CEO @katherinehdixon.bsky.social joins the @financialtimes.com Energy Transition Summit to discuss how effective regulation can accelerate a clean, reliable, and affordable energy future. Learn more about the event ⬇️ energytransitions.live.ft.com/home #CleanEnergy #EnergyPolicy #FTEnergy
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Jan Rosenow @janrosenow.bsky.social · 16/10/2025
You don’t get to brief all 27 EU energy ministers every day (or at least I don't). In a rare step for the Council of Energy Ministers, I was asked to deliver an expert intervention on industrial electrification at the Energy Council on 20 Oct. Livestream: video.consilium.europa.eu/event/en/28169
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Jaap Burger @jaapburger.eu · 10/10/2025
Why is the share of EVs among delivery vehicles and light trucks in the Netherlands skyrocketing? Cities. theicct.org/zez-netherla...
Battery electric share of registrations of new trucks between 3.5 and 12t. Netherlands reaching 75% share in H1 2025.Battery electric share of registrations of new light commercial vehicles (vans) up to 3.5 t. Netherlands reaching 80% share in H1 2025.
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Sem Oxenaar @soxenaar.bsky.social · 01/10/2025
Will Russia start importing refined fuels soon? Another clear reason why China is pushing electrification so hard: independence and resilience. www.reuters.com/business/ene...
reuters.com
Russia declares partial diesel export ban until year-end, extends gasoline ban
Russia has imposed a partial ban on diesel exports and extended an existing gasoline export ban until the end of the year, the government said on Tuesday.
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Louise Sunderland @louisesunderland.bsky.social · 29/09/2025
NEW RESEARCH: The future energy bill is an electricity bill. We must Make Electricity Cheaper for households, businesses and industry. How? …This feels like the defining question of the moment. I’m happy to share @regassistproj.bsky.social 8 priority actions. www.raponline.org/knowledge-ce...
raponline.org
Making electricity cheaper: RAP's eight priority actions
RAP identifies 8 priority actions to make electricity cheaper for European industry, businesses & households in the short, medium & long-term.
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Sem Oxenaar @soxenaar.bsky.social · 30/09/2025
Grid investment needs are ramping up. NL government is selling part of TSO TenneT to raise more capital for expansion & strengthening. 46% will be taken over by a Dutch pension fund, and the Norwegian & Singaporean sovereign wealth funds. www.reuters.com/business/ene...
reuters.com
Dutch government sells nearly half of TenneT Germany for $11.3 billion
The Dutch government is selling 46% of power grid operator TenneT's German unit to an investor consortium for up to 9.5 billion euros ($11.3 billion), it said, kicking off the separation from a business it has long been trying to divest.
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Jaap Burger @jaapburger.eu · 18/09/2025
"the TSOs’ study undervalues the efficiency gains of alternative reconfigurations that split the bidding zone of 🇩🇪-🇱🇺 and that link them up with a bidding zone reconfiguration in 🇳🇱. ACER estimates the benefits [..] in the order of 450-540 million EUR per year, 70% higher than TSOs’ assessment."
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Richard Lowes @richardlowes.bsky.social · 18/09/2025
I'm delighted to share two new translations of version 2 of our global heat pump policy toolkit, one in French and one in Polish (these sit alongside the English and Korean versions). This is a key international resource for growing clean heating. www.raponline.org/toolkit/heat...
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Sem Oxenaar @soxenaar.bsky.social · 17/09/2025
Milestone: in June 2025 solar became the biggest source of electricity in Europe for the first time! 19.9%, 53.9TWh according to IEA.
Share of electricition generation by source
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Louise Sunderland @louisesunderland.bsky.social · 17/09/2025
I'm delighted to introduce Tom Butler to our @regassistproj.bsky.social team. Tom dedicates his career to decarbonising the big stuff - industrial clusters. In RAP he'll also focus on grid access & the economics of industrial ⚡. Tom joins me in London. Do say hi. www.raponline.org/experts/tom-...
raponline.org
Tom Butler
Tom Butler is a junior associate for the Regulatory Assistance Project in Europe.
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Louise Sunderland @louisesunderland.bsky.social · 10/09/2025
Decarbonising industry - after 2 days strategising with partners I have some take aways: 1. #Electrification is THE no regrets option* to decarb European industry. ⚡is useful in all sectors. It may not offer full solution for some heavy industry, it does for most process heat. tinyurl.com/3c7h24bs
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Sander Tordoir @sandertordoir.bsky.social · 09/09/2025
If it were not so sad, it would be entertaining: Brussels and Berlin blame today’s car sector crisis on regulation that only bites in 2035—while Germany has already lost half its net car exports. Missing a forest of nine million by staring at a tree.
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Isabel J. Kim @isabel.kim · 01/09/2025
one morning, when gregor samsa woke from troubled dreams, he found himself transformed in his bed into a very hungry caterpillar
the very hungry caterpillar superimposed on an illustration of gregor samsa from the metamorphosis as a beetle
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Tagesspiegel Background @tspbackground.bsky.social · 03/09/2025
Die Netze werden ausgebaut, die Entgelte steigen – die Entwicklung beeinflussen, kann auch die Verteilung der #Netzkosten. Diese will die Bundesnetzagentur mit #AgNes angehen. Das erste Diskussionspapier ist ein Anfang, findet @andreasjahn.bsky.social 👉 t1p.de/mm9oy @regassistproj.bsky.social
Titel des Standpunkts von Andreas Jahn, Senior Associate beim Regulatory Assistance Project (RAP): "Langfristige Systemeffizienz sollte Ziel von AgNes sein" aus dem aktuellen Briefing Energie & Klima.
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Jaap Burger @jaapburger.eu · 02/09/2025
Great work by Maarten Staats to make all available grid hosting capacity maps in Europe accessible via one website. What started with the simple question: why doesn't this exist yet is now here via the bookmarkable URL gridcapacitymaps.eu
gridcapacitymaps.eu
European Grid Capacity Maps
Interactive Open Access tool showcasing European electricity grid capacity resources with supply maps, demand maps, and simplified view for energy transition professionals.
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Jaap Burger @jaapburger.eu · 25/08/2025
A new take on district heating and flexibility: can dynamic pricing help reduce overall heating costs? The short answer is yes, and automatic controllers would reinforce this effect. Peak heat demand, sometimes also from fossil sources, can thus be reduced. www.sciencedirect.com/science/arti...
The left graph shows production costs, consumer prices and target demand over a 24-hour period. The first two are negatively correlated with the third.
The right graph shows the production cost reduction in five different demand response scenarios: up to 52.6%.
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Regulatory Assistance Project @regassistproj.bsky.social · 25/08/2025
🚨 NEW FROM RAP AT CEM16 MEETINGS 🚨 Energy regulators are hidden catalysts of the clean energy transition. Governments can change that. By setting clear climate targets and giving regulators an explicit mandate for decarbonisation policymakers can accelerate progress. Read how: bit.ly/47Gnaor
bit.ly
Pathways for empowering regulators to advance decarbonisation  Pathways for empowering regulators to advance decarbonisation
Countries around the world have committed to decarbonisation targets, as they collectively strive to limit global warming to 1.5°C. Rising to this complex RAP explores how governments can empower regu...
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Jonas Nahm @jonasnahm.com · 19/08/2025
1/14 China's July export data reveals tensions in its economic strategy. While "New Three" sectors posted strong growth, the sustainability is questionable amid global overcapacity concerns and trade restrictions. www.caixinglobal.com/2025-08-19/c...
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John Gibbons 🇵🇸 🇺🇦 🇪🇺 @thinkorswim.bsky.social · 17/08/2025
Back in 2015, various meteorological modelling exercises for 2050 produced extreme heat #climate scenarios like the below. Except this isn’t a model, it’s today’s temperature chart for southern France & the Iberian Peninsula.
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Sem Oxenaar @soxenaar.bsky.social · 06/08/2025
From laggard to leader 🥳, the Netherlands hit 25% share of solar PV in electricity generation in 2024. Expecting Spain to overtake next year, as NL is reaching limits of solar absorption on the grid.
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News Eye @newseye.bsky.social · 04/08/2025
This is amongst the most impactful two minutes of broadcasting I’ve ever seen. By Emma Murphy, International Editor, ITV News. #Gaza
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Regulatory Assistance Project @regassistproj.bsky.social · 01/08/2025
☀️As summer rolls along, we’re revisiting some of our 2025 publications. We're covering a few pieces you may have missed, just in time to wrap up your summer reading. First up: a look at Denmark’s approach to district heating. bit.ly/3GSJ4dv
bit.ly
Making Europe’s homes ‘Hygge’: Danish lessons on district heating
Denmark has steadily advanced district heating over decades. RAP explores the lessons policymakers can learn from the nation's experience.
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