Ben McWilliams
@bmcwilliams.bsky.social did:plc:bouwyhm5gudvbewyotl5qq43
Affiliate Fellow, studying (European) energy, climate and clean tech at the Bruegel think tank.
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Ben McWilliams (@bmcwilliams.bsky.social) ist seit 31 Oktober 2023 auf Bluesky. Das Konto hat 643 Follower, folgt 112 Konten und hat 312 Posts veröffentlicht.
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The big question on the Beijing Swing was how long China could keep it up for. The bump during the 'MoU' period didn't worry markets as supply did initial loosen up, but now seemingly Chinese demand is coming back in a more structural way.
Post anzeigenWe have to wait another ~10 days for all EU countries' reporting via ACEA, but I've got you covered. Using countries making up >80% of the market and a simple assumption of the rest, it looks like sales of BEVs in the EU reached 30% last month, and 23% so far this year.
Post anzeigenExactly. Have a meeting with the head of DG Ener in 45 minutes and I presume she knows this. Will bring along this nice example in case. Germany using existing HPs & EVs flexibly on a random day last Feb would result in 20% drop in peak price for everyone. Likely 30% drop for users done consistently
Post anzeigenHopefully new government in Sweden, with the right policies can move closer to Denmark.
Post anzeigenhere the data: www.bruegel.org/dataset/euro...
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