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jeromeaparis's top posts of all time

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jeromeaparis 128 HN points 10 Sep 22
Everybody seems to want to cut the link between gas and power prices these days. But this is not a good idea. lectricity is hard to store and physically needs to balance supply and demand at all times. This can be done (well) by a centralized administrative system, like we used to have until the 80s, but we've moved toward a market system that works on marginal pricing. The issue is that demand is very inelastic in the short term (to simplify: you don't check the price before switching on the light), so the balancing is mostly done on the supply side. But demand is not flat, and is actually very peaky (on a daily basis, and then with seasonal additional fluctuations). The marginal supply that can fulfill demand at the peak is only going to used a few times per year, and thus structurally needs to be expensive, so that it can be profitable. That's ok in normal times when such peaks are rare and localized.
jeromeaparis 11 HN points 04 Aug 22
Following my previous post on EDF’s woes and their impact on the European market, here’s a list of topics, both practical and political, that the company needs to deal, and their domestic impact in France. Corrosion issues. 12 plants, mostly the more modern ones, have been stopped due to cracks in pipes.
jeromeaparis 2 HN points 26 Feb 22
Note - this is a slightly updated version, edited for clarity following comments by early readers. The map for Blue Stream was added As I wrote my PhD about the independence of Ukraine (in 1995) and spent 6 months in Kiev in 1994, the current attack by Russia hits very personally. But I also put on my hat of energy specialist - with my career as an energy financier kickstarted by my knowledge of the Soviet oil&gas sector built at that time to write the below.
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jeromeaparis 1 HN points 14 Mar 22
As we grapple how to urgently do something about the EU’s dependency on Russian oil&gas, it is worth reminding everybody that this situation is a direct, obvious result of longstanding core elements of EU energy and competition policy and that as long as this is not acknowledged, it will be really hard to do something about it.
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jeromeaparis 0 likes 06 Mar 22
Co-written with Andrew Eckhardt Important decisions and policy designs should have clear, measurable targets – and be based on facts to fully comprehend the status quo. Europe’s energy policy is a crucial area of decision making at the moment as Europe’s future energy market design will play vital role in various dimensions. The geopolitical dimension of Europe’s energy policy has tragically been highlighted by Putin’s invasion of Ukraine. But in the medium and long term, aligning its economic and climate change dimensions will continue to be the key to a successful European energy policy.
jeromeaparis 0 likes 12 Apr 22
This is the seventh part of what will be a 10–part series of blog posts, which will ultimately be published in full as a single report. Two parts are published each week for the coming weeks. Earlier instalments: Part 1 - once upon a time… Part 2 - offshore wind will always be complicated
jeromeaparis 0 likes 23 Mar 22
This is part 2 of a multi–part series on the financing of offshore wind projects. It is best to read Part 1 first. This is also published on the WFO blog. Offshore wind will always be complicated Figure 1: Main components of an offshore wind project
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jeromeaparis 0 likes 02 Mar 22
I am crossposting a (hopefully self-explicit) text from the WFO blog, to which I will be actively contributing in the future. World Forum Offshore Wind (WFO) is the world’s only organization 100% focused on promoting offshore wind energy on a global scale. WFO is registered as a non-profit organization (e.V.) in Germany, with offices in Hamburg, Tokyo, Taipei and New York. WFO’s international members represent the complete offshore wind value chain including utility companies, manufacturers, service firms as well as other non-profit orga- nizations. WFO’s unique global profile facilitates access to governmental and international forums in order to open new offshore wind markets and to advocate for global offshore wind growth.