Energy transition - oil, gas and mining.
London, England
Joined November 2015
- Tweets768
- Following837
- Followers1.1K
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#EnergyTransition progresses, yet National oil companies are betting $425 bn that won't be profitable under the IEA's Announced Pledges Scenario.
While governments' pockets are getting too small to bail out NOCs.
🛢 Read "Riskier Bets, Smaller Pockets", bit.ly/47Wsr8x
David Manley retweeted
"Hay algo positivo en la estrategia presentada por el Gobierno de #México: @mfballe de NRGI menciona la reducción de las emisiones fugitivas de metano, así como disminuir la quema de gas y aprovecharlo en los campos de Ixachi, Quesqui y Casquete. No es un tema menor." 👇
🇲🇽 Sobre la misión ¿imposible? de salvar a Pemex, la petrolera estatal de México, en tiempo de crisis climática (y país ahora liderado por una científica climática)
Pasen y lean:
tinyurl.com/2d77vdhk
David Manley retweeted
A fossil fuel levy can help ⬇️emissions & ⬆️ climate finance—but design matters.
💰Do you tax carbon content or windfall profits?
💰How should revenues be spent?
💰Will governments adopt the levy?
@DaveManleyRocks & @PaoYanguas compare 4️⃣ proposals 👇
iisd.org/articles/explainer/…
David Manley retweeted
Mexico’s new president must reform national oil company Pemex, writes @NRGInstitute's @mfballe.
"Investing even more in oil and gas would be a huge financial risk so Claudia Sheinbaum should order Pemex to diversify."
climatechangenews.com/2024/1…
David Manley retweeted
The @FT's @Michael_Pooler documents a classic energy transition dilemma involving a national oil company.
NRGI has found that NOCs, expecting a slow energy transition, will likely invest $1.8T in oil and gas expansion over 10 years. #ClimateWeekNYC
📈 resourcegovernance.org/publi…
Brazil wants to be a climate champion and an oil giant. Can it be both? - The Big Read on.ft.com/4esO1EZ
David Manley retweeted
We are looking for a consultant to help with our global analysis of National Oil Companies and the #EnergyTransition. This 2-month project involves gathering and analyzing data at the company and country levels. For more details, visit: resourcegovernance.org/consu…
We are looking for a researcher with NOC and governance knowledge, and data skills to produce a set of profiles on national oil companies. Can you help? Thanks
resourcegovernance.org/consu…
David Manley retweeted
In this report, we used #SystemsThinking to analyze how the global #EnergyTransition could worsen Pemex's already challenging situation. Key issues include growing concerns among creditors and the state's capacity to continue supporting the NOC.
resourcegovernance.org/es/pu…
David Manley retweeted
En un contexto de #TransiciónEnergética🌎algunas petroleras estatales latinoamericanas continúan invirtiendo en proyectos hidrocarburíferos🛢️
¿Cuáles son los riesgos?
Lee el análisis de @AndreaFurnaro @fpatzy @DaveManleyRocks y Camila Huertas de NRGI⤵️
resourcegovernance.org/es/ar…
David Manley retweeted
"A recent analysis by NRGI suggests that, of the $1.8T that national oil companies plan to invest over the next decade, $1.2T is in projects which would not break even under the @IEA net-zero scenario."
Dive deeper into NRGI's "Riskier Bets" research👉 resourcegovernance.org/publi…
Even as climate policy lowers the demand for oil, the outlook is rosy for the Gulf states. Why are they doing better than other producers? econ.st/3v5Xq4f 👇
#energytransition could lead to a new debt crisis as national #oil companies get stuck with stranded assets, says @TheEconomist
economist.com/leaders/2024/0…
Read the full report here: resourcegovernance.org/publi…
David Manley retweeted
I'm looking for grad students and researchers from Africa, Latin America, Central Asia and Asia Pacific to work with me at TU Berlin for 3 months on industrial policy, hydrogen, energy SOEs, or transition minerals. Apply by March 22. Contact me! #Scholarships #EnergyTransition
📌 For Senior researchers in just transitions, hydrogen and PTX, land use change, and environmental conflicts, we offer scholarships for short stays with our partners in Germany, Colombia and Perú.
ℹ️ Read more about our #SRS: trajects.org/calls-opportuni…
❗22 March 2024
David Manley retweeted
América Latina es dueña del 56% de los recursos de litio 🌎 ¿Cómo potenciar el rol de las empresas estatales para mejorar políticas que fomenten su competitividad, industrialización y mejora de estándares ambientales y sociales?
📩Lee el informe: resourcegovernance.org/sites…
7/7
David Manley retweeted
As 🇺🇬 gets closer to #oil production, new @NRGInstitute analysis indicates the government's planned equity stake in the refinery would create public finance risks and may be unnecessary.
👉 resourcegovernance.org/publi…
At #Cop28 nations decided to transition away from fossil fuels. But state #oil companies betting $1.2 trillion that this doesn't happen.
resourcegovernance.org/artic…
David Manley retweeted
🇨🇳 - Clean tech is making disproportionately high contribution to China's GDP growth
• EVs, wind/solar, batteries make up only 3.5% of GDP but they contribute whopping 1pp to GDP growth
• China's clean tech push highlights country's ambition to be (sole) world leader in field
#COP28 decision signals that fossil fuels have reached a tipping point and the bets that state #Oil companies are now even riskier. $1.2 trillion will not turn a profit if the world aligns with 1.5C. Now is the time to reassess investments #OOTT resourcegovernance.org/publi…
David Manley retweeted
🏭 Whether it's scope 1, 2 or 3 emissions, national oil co.s' role in climate mitigation is huge.
💱 Beyond climate concerns, they're also placing $1.2T of public money at risk by investing in oil/gas projects that may not break even.
🛢️ More: resourcegovernance.org/publi…
#COP28
National oil companies produce about half of the world's oil and gas. What are NOCs doing on methane reductions, how to influence them, and what happened at COP28? Hear about it on Dec. 13 at 3 pm at @CSISEnergy from a stellar group of experts. csis.org/events/role-nationa…
David Manley retweeted
BREAKING #COP28: Small Island Developing States @AOSISChair very concerned by the current draft text: “weak langage on fossil fuels”, “completely insufficient”. “It doesn’t refer to a phase out at all.” “Any text that compromises 1.5°C will be rejected.” Minister Cedric Schuster