Tag Archives: Energiewende

1st “Berlin Energy Forum” 21 May | A monthly disruption of the local ‘energy echo chamber.’

Dear Colleagues & friends, Below is an invite to our first Berlin Energy Forum (jump to details | jump to register), but first a personal note.

First, a personal note: As some of you know, this is an idea I’ve been floating in Berlin since well before Corona. Then, last October, I had an experimental test run, a one-off, sponsored by the Qatari embassy’s Divan – and it went very well.

However, the biggest success from that event was that Ben Aris, co-founder and editor-in-chief of bne IntelliNews enthusiastically joined me to found the Berlin Energy Forum as a regular monthly sort of membership club. Amongst the longest serving foreign correspondents in Eastern Europe, Ben has been covering Russia since 1993, with stints in the Baltics and Central Asia. He is a former Moscow bureau chief for the Daily Telegraph and was a contributing editor at The Banker and Euromoney for a decade amongst writing for many other publications. He is also a professional photographer, and nowadays based in Berlin.

Ben is one of those rare people who relishes doing analysis and data-driven writing (non-stop!), AND who knows how to do business – and thoroughly enjoys doing it. Just the partner for this endeavor.

My model and inspiration for this forum was always the New York Energy Forum, which has run for over 40 years now. I happily attended while teaching in NYC. My experience with that forum, plus familiarity with a few top DC think tanks, and various foreign diplomats (esp. in NYC/UN), is how, as an academic, I got to know a broad spectrum of USA oil and gas executives, journalists, financial-institution analysts and government officials. Those personal connections have, over the years, anchored my assessments of USA, of OPEC MENA-and-Latin American members’, and of Russian and Chinese strategy. This sort of community doesn’t exist in Europe in such a focused manner, save perhaps in London. Perhaps we can now bring a bit of that world to Berlin with our new BEF.

Continue reading

“Is Europe Winning the Energy War?” Berlin Energy Roundtable -24 Oct.- Invitation

Space is limited. Registration is required.

You are invited to attend the 1st Berlin Energy Roundtable, on 24 October. Our three distinguished speakers share decades of Eurasian and Mideast gas-sector experience. I’ll have the pleasure of moderating.

As many of you know, this is a format I long sought to establish in Berlin; but, which during Corona and the energy-crisis after the largescale Russian invasion of Ukraine, was difficult to advance.

The event is made possible with the generous sponsorship of the Divan Culture House in Berlin. Hopefully there will be several more in the coming year.

My Sky News: Germany-Mauritania green hydrogen plan is complex, costly & slow. Not mentioned: Mauritania & Senegal to soon export LNG.

Note: The Arab-to-English interpreter’s voice has been inserted over the interviewers. T.O’D.’s is direct.

Sky News Arabia asked me to assess the memorandum Mauritania signed on 8 March with German project developer Conjuncta, UAE firm Masdar and Egypt’s Infinity to produce “green hydrogen.”  I tried to give Sky News a data-driven assessment of this project.

According to Conjuncta CEO Stefan Liebing, “(This project) will have a strong link to Germany both as a technology provider and a potential offtaker of green energy.” (“Consortium signs $34 billion MoU for hydrogen project in Mauritania,” Reuters, 8 Mar 23.)

The German public broadcaster, Deutsche Welle, seemed impressed: “It has a planned capacity of 10 gigawatts – the output of roughly five to six standard nuclear power plants. The first phase of the project is set to be completed by 2028” (“Mauritania set to export green hydrogen to Germany,” DW Business, 09Mar23 archived at YouTube.)

While indeed, this MOU was advertised as aiming for “10 gigawatts” of electrolyzers, the initial goal is actually 400 MW (i.e., 0.4 GW) by 2028. That’s one-twenty-fifth the total  According to the announcement, this means 8 million tonnes/year of green hydrogen by 2028.

How significant is this?

Continue reading

Reply of IEA’s Dr. Fatih Birol to my critical questions on Germany’s “100% renewables & no nuclear” at P-TECC in Warsaw

Video is set to Dr. Fadi Birol’s interesting answers to my two critical questions. However, I recommend going back and watching his entire talk – and others.

I was quite happy with the answer of IEA (International Energy Agency*) director, Dr. Fadi Birol, to two critical questions I posed, first on how the European Commission should include nuclear power in its “green financing taxonomy,” and secondly, against German over-reliance on variable renewables (I termed this “renewable fundamentalism”) which I said produces high “organizational entropy,” that is, unworkable and unaffordable, completely “reinvented” so-called “smart grids” with “grid scale stage” whose technology is not sufficiently developed all to cope with the problem of unavoidable wind and solar energy fluctuations, which become more massive as the percentage of installed renewables increases. This is a significant contribution to Germany’s (and the EU’s) present crises of energy supply and price security. (The video above is set to start at my two questions.)

Continue reading

“US Expert Perspectives on German Energy Vulnerabilities” – My AICGS/Washington Project

merkel_putin_dw_17481033

German Chancellor Merkel listens to Russian President Putin [Photo: dw.de 29.4.14]

Throughout April and May I’m researching US Expert Perspectives on German [and EU] Energy Vulnerabilities – as a visiting fellow of the American Institute for Contemporary German Studies (AICGS) in Washington, DC, funded by the German DAAD.  You can read the proposal below.  But, first, I’d like to ask Global Barrel readers for two things:

(1) Is there anyone you feel I should interview here in Washington–the idea is to interview US energy experts, government officials and business people?

(2) What is your opinion of German and EU energy policies and their geopolitical implications. This includes issues ranging from German/EU dependence on Russian gas, the Ukraine and Turkey as gas-transit states, the new European “Energy Union,”  the German Energiewende, and moreno matter on which side of the Atlantic you live. 

[I’ve deleted the names of people I propose to interview, as not all will agree to have their remarks made public. I’m happy to keep opinions private and use them in general summaries of my findings.]