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Teymour Bourial

@teymour.me
226 followers 188 following 119 posts

I write about energy and circularity. Partner at ExoPeak. Based in Paris.

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Teymour Bourial @teymour.me · 05/06/2026
Congratulations to my friends from Sungrow and Masdar on closing this deal that will scale up the UAE's battery infrastructure vital for the energy transition. www.pv-magazine.com/press-releas...
pv-magazine.com
Sungrow and Masdar Sign 7.5GWh Energy Storage System for Abu Dhabi’s World First RTC Project – pv magazine Global
Sungrow and Masdar have signed an agreement for the supply of Energy Storage System and PV inverter solutions for the UAE’s world-first gigascale round-the-clock renewable energy project (RTC).
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Teymour Bourial @teymour.me · 26/03/2026
The @iea.org has released its Energy Technology Perspectives 2026 report today. Pleased to have contributed to it with ExoPeak. Recent developments in energy markets continue to highlight how urgent the transition is. This report provides valuable perspectives on the options ahead.
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Teymour Bourial @teymour.me · 13/10/2025
One thing I've noticed in China, is that many startups are founded by university professors, working with their students and labs to commercialize their research. This seems far less common in Western academia – why?
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Teymour Bourial @teymour.me · 13/10/2025
Excellent piece by the @financialtimes.com on the formidable expansion of battery storage capacity globally. With costs continuing to drop, BESS will likely scale faster than renewables did, as their rollout is less constrained by grid stability concerns.
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Teymour Bourial @teymour.me · 30/09/2025
Honored to be featured in yet another @restofworld.org article. This one discusses the growing dominance of Chinese battery makers, at the expense of Korean firms, and how this shift came about. You can read it here: restofworld.org/2025/china-e...
restofworld.org
China charges ahead as South Korea’s battery giants lose their spark
South Korea’s top battery makers are losing ground as Chinese firms dominate with cheaper technology, factory scale, and state backing.
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Teymour Bourial @teymour.me · 03/09/2025
I had the opportunity to contribute to this article which discusses Midong - the world's largest PV installation, located in China's Gobi desert. Worth reading for anyone involved in energy. There is much to learn from how China executes those mega-scale projects. www.powermag.com/solar-by-the...
powermag.com
Solar by the Numbers: Midong Is China's Latest Mega-Marvel
A solar power project in the Gobi Desert has moved the needle on the size and scope of global photovoltaic installations, aided by innovation in equipment and construction. The numbers tell much of th...
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Teymour Bourial @teymour.me · 28/07/2025
China now runs the world's largest BESS farm (Kashgar, 2 GWh), wind farm (Gansu, 8-20 GW) and solar farm (Midong, 3.5 GW)
pv-magazine.com
China switches on its largest standalone battery storage project
With a capacity of 2 GWh, the four-hour storage system is described as the largest lithium iron phosphate energy storage project in the country.
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Teymour Bourial @teymour.me · 22/07/2025
I had the opportunity to weigh in for this article, which dives deep into the key drivers behind China’s EV and battery manufacturers - highly recommend giving it a read.
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Teymour Bourial @teymour.me · 11/07/2025
This is great - more penetration to come as EU ramps up its storage infrastructure, and continues to phase-out coal assets in Poland, Germany, Bulgaria and Spain.
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Teymour Bourial @teymour.me · 12/06/2025
Ongoing price spikes will get worse as US renewable power projects continue to be canceled due to shrinking subsidies, lost grants, and revoked permits.
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Teymour Bourial @teymour.me · 12/06/2025
This is good news on all fronts. More affordable, cleaner energy for all - especially developing countries - and less demand for oil and gas, hopefully driving prices and extraction down.
ft.com
World Bank lifts ban on funding nuclear energy in boost to industry
Lender’s president says it would support projects extending the life of existing reactors
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Teymour Bourial @teymour.me · 10/06/2025
The current state of the UK's power market shows how fossil fuel dependency hurts industrial competitiveness and resilience. Norway shows what's possible instead: 98% renewable power mix (hydro & wind), and some of the lowest prices in Europe.
ft.com
Why are the UK’s industrial electricity prices so high?
Businesses call for measures to help shelter manufacturers
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Teymour Bourial @teymour.me · 27/05/2025
Many great points in this piece - both on why US/EU cooperation with China on battery production is essential, and on the safeguards needed to avoid becoming China’s assembly plant. www.ft.com/content/baed...
ft.com
Europe should abandon efforts to rival China’s battery industry, bosses say
Leaders of Eramet and Umicore call for region to seek co-operation with Asian groups
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Teymour Bourial @teymour.me · 21/05/2025
The @iea.org just released its 2025 Global Minerals Outlook report - here are my main take-aways. I encourage everyone to take a look at the report for themselves. It is, as usual, a goldmine of insights.
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Teymour Bourial @teymour.me · 22/03/2025
One unintended benefit of the financial struggles of China’s PV manufacturers is that it will likely drive an even faster push by the government to expand domestic solar projects as a lifeline
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Teymour Bourial @teymour.me · 07/03/2025
20 years ago, China produced ≈5% of PV panels. Today, they dominate with >80% in all manufacturing stages. Despite this growth, the outlook seems gloomy for Chinese players. A few thoughts on what sparked this growth, what's happening now and how the West is pushing back amid rising tensions.
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Teymour Bourial @teymour.me · 13/02/2025
Lithium-ion batteries contain large amounts of valuable materials such as lithium, cobalt, nickel and copper. By design, those batteries are ≈95% recyclable, yet less than half is currently being recycled. A few thoughts on why that is, and why it should change.
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Teymour Bourial @teymour.me · 12/02/2025
The next European energy crisis could come from extreme climate events, rather than geopolitics. Intensifying droughts, floods, and water shortages put energy systems under pressure. Investments are required to make infrastructure more resilient and avoid widespread disrputions and blackouts.
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Teymour Bourial @teymour.me · 12/02/2025
I sat down with Quartz to discuss the implications of BYD's rollout of autonomous driving features to its mid-tier and entry-level EVs at no extra cost. Read it here: qz.com/byd-tesla-go...
qz.com
Tesla stock is tumbling. Blame BYD
The Chinese automaker backed by Warren Buffett's Berkshire Hathaway announced it's rolling out new autonomous driving capabilities on all models
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Teymour Bourial @teymour.me · 03/01/2025
About half of all water supplied by utilities gets lost, primarily because of leaks across networks. This number keeps getting worse every year, and so do droughts and water scarcity. Water network modernization can no longer wait.
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Teymour Bourial @teymour.me · 17/12/2024
Water pollution is an often overlooked aspect of coal use. Burning coal releases mercury into the atmosphere, which eventually returns to the ground with rainfall. In the EU, 70% of surface water is contaminated by chemical pollutants; without mercury from coal, this figure would drop to just 20%.
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Teymour Bourial @teymour.me · 25/11/2024
With Black Friday around the corner, let these 2 charts serve as a reminder that buying less stuff is the #1 way you can contribute to tackling the climate crisis.
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Teymour Bourial @teymour.me · 22/11/2024
A few thoughts on the EU's very first Biennial Transparency Report on Climate published yesterday. Read it here: climate.ec.europa.eu/document/dow...
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Teymour Bourial @teymour.me · 21/11/2024
Reinsurance data offers one of the best proxies of the worsening climate crisis. This chart shows the evolution of insured losses related to natural disasters - from almost none, to a significant amount every year.
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Teymour Bourial @teymour.me · 20/11/2024
The EU ETS continues to succeed. In 2023, sectors targeted by the scheme saw reduced their emissions by 16.5% in 2023, while generating €44bn revenue to support climate action among members states. See the full 2023 report published today: climate.ec.europa.eu/document/dow...
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Teymour Bourial @teymour.me · 20/11/2024
Here are some of my all-time favorite books about climate change, grouped by theme (not exhaustive). Reply with yours so I know what to read next!
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Teymour Bourial @teymour.me · 20/11/2024
Rich nations should rather put their own house in order. Yes, China's emissions are high - because they support a 1.4bn population and the manufacturing of a third of global goods. Yet, per capita, they emit 30% less than the US and are moving away from fossil fuels at a faster pace.
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Teymour Bourial @teymour.me · 20/11/2024
I knew insurers were early in understanding climate risks, but I didn’t realize just how early. This text, highlighting CO2’s role in climate change, comes from a 1973 (!) paper by Munich Re.
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Teymour Bourial @teymour.me · 19/11/2024
Sharp disconnects between the level of noise, and the level of impact are often the sign of lobbies at play. CCUS is a good example: lots of noise, for a technology that currently captures ≈0.1% of global emissions, and will rise to ≈0.5% if all planned developments go through.
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Teymour Bourial @teymour.me · 18/11/2024
Over the past decade, China's rise as a leader in energy transition technologies has been remarkable. From solar PV to wind, nuclear, and EVs China is driving the global shift to cleaner energy systems. Here's a breakdown of their progress across key sectors.
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Teymour Bourial @teymour.me · 15/11/2024
Food security deserves a bigger role in the climate narrative. Public backing for world hunger relief is already strong, and climate threats to it are easy to illustrate. Here's an example with corn crop yields, made with the fantastic ResourceWatch tool by @worldresources.bsky.social.
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Reposted by Teymour Bourial
Pensées @pensees.me · 15/11/2024
In a democracy, rulers are structurally discouraged to enact new climate taxes, regulations and obligations. The benefits will mostly be invisible in the next election cycle, but the uprising may be immediate.
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Teymour Bourial @teymour.me · 13/11/2024
Great idea!
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Teymour Bourial @teymour.me · 13/11/2024
This chart makes it very clear that dramatic change is needed to curb CO2e emissions. The only times they have dropped significantly in the past 60 years were during major crises: the 1979 oil shock, the 1997 financial crisis, and the 2020 COVID pandemic.
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Teymour Bourial @teymour.me · 13/11/2024
IEA’s latest Energy Efficiency report reveals a mixed outlook: global progress is slow, but growth in electrification and new policies offer some optimism. Key insights below.
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Reposted by Teymour Bourial
Pensées @pensees.me · 03/12/2023
War stems from the fear of those who wage it, and the greed of those who command it.
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