Buduji investiční portfolio kombinující OZE s rychlými flexibilními zdroji. To vše zabalené do chytrého obchodu. ARETE Energy Transition Fund
Prague, Czech Republic
Joined May 2015
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Martin Pacovsky retweeted
BREAKING: UK government approves the Jackdaw natural gas field in the North Sea — the project, which is effectively built already, was previously quashed over its climate impact.
Next test for London is the approval of the Rosebank oilfield project.
Martin Pacovsky retweeted
The European Parliament backed continuing to automatically cancel surplus EU ETS allowances above 400m in the market stability reserve (MSR) until 28 February next year in an interim vote on Tuesday. montelnews.com/news/d8661ad0…
Martin Pacovsky retweeted
I tento libový graf dnes uvidíte! Jde o srovnání měsíčního kontraktu na plyn mezi roky 2026 a 2021. Sledujte nový formát naší vlajkové lodi s Martinem Pacovským @M_Pac_. Pokud nás chcete podpořit, dejte na YouTube like nebo zviditelnění.
youtu.be/bD7CCe4BBsU?si=8vHf…
Martin Pacovsky retweeted
The EU could import 98% of the gas it consumes by 2050 – up from 85% today – without major new investment in domestic production, according to research published by consultancy Wood Mackenzie on Monday. montelnews.com/news/94d5363b…
Taky myslím, je to hedge fund bublina
A resumption of LNG traffic through key waterway the Strait of Hormuz later this year could slash European gas prices by one third, an analyst at German bank Commerzbank said on Wednesday. montelnews.com/news/e57db04a…
Martin Pacovsky retweeted
Díky za případné sdílení, web se všemi informacemi je tu:
oxbridgestipendium.org/
Martin Pacovsky retweeted
BREAKING from QatarEnergy and this is really big news and great news:
Golden Pass LNG, QatarEnergy’s largest investment in the United States, has achieved first LNG production from Train 1.
This is a major milestone for the QatarEnergy and ExxonMobil project in Sabine Pass, Texas, with first exports expected in Q2 2026 and a major boost to global energy security.
Tak o tom přesně mluvím, i když na rozdíl od autora si myslím že baterie se budou kanibalizovat také
Solar capture rates are falling across Europe.
In Spain, the monthly average briefly fell below 10% of average market prices earlier this year.
In Germany, they have been among the weakest on the continent for years.
This is not a sudden step change. Solar deployment has grown steadily, but the revenue impact is accelerating.
That non-linearity is the story: as more capacity connects, prices compress faster than capacity grows.
A few things stand out from our latest data:
The trend is sharpening. Capture rates tracked fairly closely to 100% until around mid-2023. Since then, the divergence has widened materially across the six markets below.
Seasonality matters. In Spain, a sharp winter dip precedes the air-conditioning season, when demand lifts prices back up.
GB is holding up better than most. But even wind-influenced Great Britain is not immune to the trend.
What this means for storage is significant - every £/€ lost in solar capture could be value that flexible assets can arbitrage.
The wider the spread between low-capture solar hours and high-demand periods, the stronger the case for co-located or standalone BESS.
Martin Pacovsky retweeted
This is Wild.
Deutsche Bank has developed an index that helps to predict the next TACO by Trump.
It has proven effective in previous big Trump pivots.
The "Pressure index" combines one-month change in approval ratings, one-year inflation expectations and performance of the S&P 500 & t-bill yields.
The higher it goes, the greater the chances of 🌮
Cože?
Mezinárodní agentura pro energii představila doporučení pro vlády, podniky a domácnosti s cílem zmírnit ekonomické dopady současné energetické krize způsobené válkou na Blízkém východě. Mezi nimi jsou podpora veřejné dopravy, snížení rychlostních limitů na dálnicích alespoň o deset kilometrů v hodině, vyhýbání se letecké dopravě, práce z domova, pokud je to možné, vyšší sdílení vozů či podpora vaření na elektřině.
Martin Pacovsky retweeted
A lot has been said about the Greenland tariffs in the past couple of days. We've been looking at the broader picture: who actually pays the tariffs?
We analyzed 25 million shipments worth nearly $4 trillion.
The answer: Americans pay 96%. Foreign exporters absorb just 4%.
1/n
Martin Pacovsky retweeted
Papa Johns Pizza (2.3 miles from the Pentagon) is experiencing an extreme spike in activity, reaching 244% as of Saturday morning. DEFCON level is 4.
V roce 2025 narostl import LNG z USA o cca 50% oproti roku 2024, nahrazuje Evropa závislost na ruském plynu závislostí na americkém LNG? Obchodně možná ale technicky mohou být dodávky odkudkoliv. Takže nějaké karty do geopolitické hry Evropa nyní má, i když by asi neměla tak otevřeně říkat, že chce s plynem skončit co nejdřív.
Martin Pacovsky retweeted
Spanish solar power is going through a shake out after a plunge in electricity prices left the owners of weak projects in one of Europe’s top renewables markets searching for exits. ft.trib.al/zLYQyIr
Martin Pacovsky retweeted
Mini nuclear reactors are already losing their glow ft.trib.al/WV0159z
Martin Pacovsky retweeted
„V Česku se ETS2 promítá do domácí reality už dnes. Jen si zkuste zafixovat cenu plynu na 3 roky. Dodavatelé už začínají zahrnovat budoucí uhlíkovou cenu do dlouhodobých fixací, tedy smluv, které mají zákazníkovi zaručit stabilitu.” píše @M_Pac_ ve svém newsletteru.
Můžu odkázat sám na sebe?
⚡️ Jaká je budoucnost energetiky?
„Není to v nových technologiích, ale ve schopnosti efektivně pracovat s daty – a ta v evropské energetice stále chybí,“ říká @M_Pac_, investiční ředitel fondu ARETE ENERGY TRANSITION.
Proč zelené zdroje nevydělávají? Potřebujeme jádro? A co by měl stát dělat místo dotací?
Čtěte 👉 open.substack.com/pub/inside…
