Thomas Pellerin-Carlin
@ThPellerin
EU Programme Director at Institute for Climate Economics
ex-
Thinking EU #Investment #Innovation #Climate
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Thomas Pellerin-Carlin’s Tweets
💡Dans le débat français, on a souvent tendance à opposer schématiquement les modèles de transition électrique en 🇬🇧 et 🇩🇪 en insistant sur le nucléaire.
Mais en dépit de différences notables, les deux pays affichent des ressemblances étonnantes 🧶 ⏬
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Absolument! Et on repense aux 4 grands électriciens allemands qui, courant années 2000, loupent le coche de la révolution de l'éolien et du solaire PV, et construisent des centrales à gaz.
La cecité collective de nombreux acteurs historiques est un vrai frein à la transition.
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Un phénomène voué à se répéter dans la transition énergétique. Des acteurs historiques qui loupent le coche de la décarbonation et tentent de freiner l'émergence des solutions...
forbes.com/sites/neilwint
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Excellente carte de sur les âges de départ en retraite dans les pays de l'Union européenne.
Elle souligne à quel point l’idée de « si on retarde l’âge légal on retard l’âge effectif » n’est pas automatique (p.ex. comparez France, Suède et Grèce sur ce point) 👇
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Excellent thread to understand the current EU debate on the role of hydrogen for the European energy transition.
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1/ Welcome to the bi-weekly #CleanTechEU thread!
This week is a dive into the recently adopted #hydrogen delegated act on #additionality, what we asked for, why, and what made it to the final text & what got lost in compromises.
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#OnParleDeNous 💬
"Avec la guerre en Ukraine, le prix des #EnergiesRenouvelables est devenu encore plus compétitif" un article de de
Un focus sur les enjeux énergétiques avec , directeur du programme #Europe à #I4CE
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Du 22 au 24 février, Usbek & Rica tire le bilan du sinistre premier anniversaire de l’invasion russe en Ukraine à travers une série d’entretiens. Aujourd’hui, focus sur les enjeux énergétiques avec @ThPellerin, directeur du programme Europe de l' @I4CE_
usbeketrica.com/fr/article/sur
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This war underlines how climate action is also vital to free Europe from expensive fossil fuels and ensure its security against fossil fuel autocrats.
"There is an economic, a freedom and security narrative for EU climate action", as I told 👇
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Nos exigences sont claires et la résolution le reflète :
👉 investir en masse pour renforcer nos industries stratégiques
👉 simplifier la paperasse administrative
👉 mettre le paquet sur la formation des travailleurs
Ça, c'est devenu la position du Parlement et c'est crucial !
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Green Public Procurements are a critical tool to create new markets for innovative green goods, such as cement or steel.
Unrole this excellent thread to find you more.
#CleantechEU
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Welcome to this week’s #CleanTechEU thread!
Green Public Procurement (#GPP) is governments’ way of promoting green products and services by prioritizing environmental performance in their purchases. What does that look like in the EU? 
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Says at this month: When discussing its response to the US Inflation Reduction Act #IRA, the EU should make further use of #GPP as a component of its plan to promote cleantech production in the EU. buff.ly/3Imo8Jw
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Stay tune for more to come tomorrow, as I will be publishing my first I4CE brief arguing that the EU must build an EU Cleantech Investment Plan to match the US Inflation Reduction Act. 8/8
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All this will require new public funding. Here the EU needs to ensure that its new EU initiatives and funds build on and do not reduce the existing commitments allocated to building cleantech and net zero industries through Horizon Europe, EIC, the Innovation Fund. 7/8
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Beyond R&I, each Member State should build National Climate Investment Plan with committed funding, that helps transform their own strategies into business cases and investments. 6/8
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It should be articulated with national funding. This is why the EU needs to reform the Stability and Growth Pact and ensure Member States to invest at least 1% of their GDP in public R&I funding, with a climate-mainstreaming provision of at least 35%. 5/8
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Such an EU Climate Investment Plan must provide long-term predictability, for instance looking at the 2025-2035 horizon. This predictability will lead to real economy actors building business cases and bankable projects thanks to such Plan. 4/8
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As Peter Sweatman, CEO recalls: we indeed need a clear and funded EU Climate Investment Plan to match the US Inflation Reduction Act and fill known climate investment gaps! 3/8
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The IRA strongly supports the development of cleantech and growing net zero aligned industries. By contrast, there is no comparable EU climate investment plan yet. 2/8
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This comes while the EU debates its response to the US Inflation Reduction Act (IRA). IRA contains a climate investment plan providing sizable public funding (400-800Bn$), with long term predictability (10 years), and the simplicity of having a single federal scheme. 1/8
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📢Ahead of the special #EUCO, 40 organisations call on the to increase the speed, scale and focus of the Green Deal Industrial Plan through 10 priority measures, including:
cisl.cam.ac.uk/news/businesse
A quick thread to summarize its context and content 👇
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🚨Today, over 40 leaders of businesses & innovators wrote to the welcoming the #EU Green Deal Industrial Plan & calling for high climate ambitions & willingness to respond to the global #sustainability competition rapidly.
➡️ ow.ly/sVkt50MMehA
#GDIP #CleanTechEU
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Important thread to all of you interested in social justice, carbon pricing, buildings, road transportation and EU Green Deal.
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ETS2 final trilogue text is out ! ETS2 should apply to businesses and households from 2027, but includes provisions on :
1) Postponing in case of high prices
2) Price cap
3) National optout
Details and preliminary assessment
(1/10)
Comments and corrections welcome !
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Brent crude oil with inflation adjusted chart. The price action in 2022 reminded me of 2006. And fundamentally I think that the price path in 2023 might look like 2007. We will know soon enough I guess. Good luck to all in 2023!
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The momentum building up around cleantech and the EU response to the Inflation Reduction Act is definitely a big opportunity to build a favourable investment framework for EU cleantech manufacturing, and delivering on the EU Green Deal promises!
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The EU is introducing a new bill, the #NetZero Industry Act, to boost Europe's position in the global #CleanTech race. The Act will speed up permits for green technology production sites and a European Sovereignty Fund will back research and innovation
bit.ly/3kwKuPf
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I'm inclined to stop calling the "EU energy crisis" a "crisis", and call it instead a shock and an abrupt entry into a new era of expensive and volatile fossil gas prices in the EU.
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I'm inclined to stop calling the European energy crisis "ongoing" and refering to it as the "2022 energy crisis" instead, labelling it as historic.
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I plan to publish a paper soon on this topic, so stay tuned!
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8. Overall, I found her speech to be well built and look forward to see how the EU can ride the IRA-wave to build its own long-term climate invesment plan, that is vital for the competitiveness of the EU economy, and humankind's chances of preserving a liveable Earth.
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7. Fourth pillar: “Open and fair trade”. That's indeed a major element for the EU green transition as the EU needs such a trade environnement to be able to import raw materials (Chilean copper, Australian lithium etc.) and export high value-added green goods.
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6. Third pillar: skills -with little annoucements, as expected as the EU has more limited competences in this area.
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5. Money. Changes to state aids + more EU Funding. Her European Sovereignty Fund should be detailed by this summer, as part of the mid-term review of the EU budget (MFF).
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4. Regulatory. A “Net-Zero Industry Act” with “clear goals for European clean tech by 2030. The aim will be to focus investment on strategic projects along the entire supply chain”
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3. Von der Leyen's plan is actually more a call lacking details at this stage. She wants a Green Deal Industrial Planto make Europe the home of clean tech and industrial innovation. With four pillars: the regulatory environment, financing, skills and trade
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2. China, Japan and India also have relevant programmes in theses areas. The EU now fears to see factories producing batteries, solar panels, wind turbines, green steel etc., being located outside the EU, because other countries will provide a more generous investment framework.
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1. Context. We may be entering what the International Energy Agency calls a “new age, the age of clean energy technology manufacturing". The US Inflation Reduction Act (IRA) is a Climate Investment Plan to make the US a key player in that new clean technology manufacturing era.
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C’est en agissant immédiatement, en articulant le court, le moyen et le long terme, que nous, européens, pourrons faire de 2023 l’année du tournant énergétique mondial. (8/8)
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Cela nécessitera un plan européen d’investissement pour le climat et la sécurité énergétique. Se faisant, nous promouvrons le leadership européen dans les technologies propres, leadership menacé par le Inflation Reduction Act Etats-Unien. (7/8)
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Aujourd'hui, si le pire est peut-être encore devant nous, la lumière au bout du tunnel est désormais claire. C’est en investissant dans la sobriété, l’efficacité et les énergies renouvelables, que nous surmonterons ce choc énergétique et cette crise économique. (6/8)
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Il y a 20 ans, les politiques considéraient les énergies fossiles comme polluantes, mais sûres et bon marché. La sobriété était absente du débat. L’efficacité énergétique et les énergies renouvelables étaient vu comme technologiquement immatures et économiquement coûteuses. (5/8)
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2021, le risque géopolitique d'un tel choix se matérialise. Gazprom nous réduit déjà les livraisons de gaz, avant que Poutine ne coupe des robinets à partir d'Avril 2022.
Réaction européenne: remplacer cette dépendance Russe par une dépendance au gaz naturel liquéfié. (4/8)
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