
Energy transition thought leader - in energy for 30 years. Independent consultant (ex. MinCom, DTI, IEA , IRENA...) @mtaylor_nz@mastodon.energy
Europe
Joined April 2015
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And we're live!
You know that pesky input assumption to LCOE that is super super important and no one really knows what exactly it should be?
Well the cost of capital for #Renewable #power just got a little bit demystified
Our report is out
1/n
irena.org/Publications/2023/…
Michael S. Taylor retweeted
Thanks to @plumbers_urban for posting a video about the most efficiency ASHP on @Openenergymon HeatPumpMonitor! It's well worth a watch, kudos to Sean and Becky for puling off an impressive renovation including DIY UFH 👏: youtube.com/watch?v=dFw69FIq…
It boggles the mind that large parts of the U.S. can turn USD 290/kW modules into utility-scale projects costing 10 times that...
That's before we even consider the ex-China USD 110/kW modules the rest of the world buys-in...
If such a person exists, they are having no impact anywhere...
People may campaign solely on one thing, as part of a coherent worldview for the transition
Are we creating a strawman here that doesn't meaningfully exist?
1/
If your argument is: we should consume less gas, I do have respect for it. If instead it is: I rather buy gas overseas I know we need so I can virtue signal we're reducing local output, I have no respect for it.
For more, my @Opinion column from April ⤵️ bloomberg.com/opinion/articl…
Aside from NIMBY's who I hope we can all agree should be listened to up to the point there is a planning regime that respects things we value as a society (e.g., the environment) that still lets us be a modern society (e.g., no new energy is not ok).
3/
Michael S. Taylor retweeted
📊 The 2016 Brexit electorate no longer exists.
Peter Kellner has updated the sums using YouGov and ONS data.
Since 2016:
🔹 Around 3.8m Leave voters have died, against 2.1m Remain voters.
🔹 Around 7m new voters have reached voting age, overwhelmingly pro-European.
🔹 Around 5m voters have changed their minds 👉roughly three-quarters of them moving from Leave to Rejoin.
His estimate of how Britain would vote now:
🇪🇺 REJOIN: 20.0m 👉 63%
🇬🇧 STAY OUT: 11.8m 👉 37%
A majority of almost 9 million.
Brexit happened. Britain has lived with it for a decade.
But democracy does not freeze the electorate in 2016 forever.
The question is what Britain wants now not what it indicated in 2016.
📊 The Brexit majority hasn’t just slipped 👉it’s vanished. Completely.
This chart from Peter Kellner/YouGov shows:
• 5 million 2016 voters have died
• New young voters back Rejoin by 5:1
• 29% of Leave voters now want to rejoin
• Net result: Rejoin 19.8m vs Stay Out 11.7m
➡️ An 8 MILLION majority for Rejoin.
Britain is now a pro-EU country.
The only people keeping Brexit alive are politicians who benefit from the damage.
If fossil fuels hadn't risked pensioners freezing to death, average people missing meals and gas companies going broke, the UK wouldn't have had to spend about GBP 80 billion over 2022-24 as a result of the fossil fuel price crisis...
So there is that...
Trump Administration updates standard metrics.
The Scaramucci has been replaced a newer younger - and most crucially - shorter version...
theguardian.com/us-news/2026…
Michael S. Taylor retweeted
Our GB Gas Generation fleet this week ran between 3.5GW and 8.5GW of a fleet of 30GW
This Times narrative has been “Britain begs France for power”.
It's pensioners and the fact the average wage no longer is enough to support a family on.
You need a plan to address both of those elements, or you at least admit today isn't like the past
Across the European Union, government welfare spending has steadily grown from just 10% of economic output in the early 1960s to an average of 27% today, compared with about 21% in the U.S.
Soaring Welfare Spending Is Crushing Britain
tinyurl.com/27ym94t3
Michael S. Taylor retweeted
SCOOP: @nytimes reviewed time-stamped security camera images showing @jamestalarico was, in fact, at his home in Austin on Oct. 1-8.
Gift link ➡️ #TXSEN
nytimes.com/2026/10/12/us/po…
So basically for the last quarter century, NZ has only accelerated borrowing after a global crisis.
Except National's Luxon govt, who just said, lets keep going screwing the economy and tax receipts...
Michael S. Taylor retweeted
Reiche hat jetzt das Referat IV D 5 „Wind-, Solar- und Transformationsindustrien“ aufgelöst, das sich mit industriepolitischen Fragen der Hersteller von Energiewendetechnologien - etwa Produktionskapazitäten, Finanzierung und resilienten Lieferketten befasste. 🫣
Michael S. Taylor retweeted
There are over 400,000 people wanting work or more work in NZ. There are 20,000 job vacancies (many casual / part-time). Can anyone do their hour of math learning and help Simeon out with this pretty fking basic equation?
Thatcher undertook the greatest redistribution in recent UK history, from workers to owners of capital...
Which side of the political divide was she on again?
2 fossil fuel price shocks in 4 years
Circa EUR 700-800 bn taxpayer money incinerated to to subsidise our fossil fuel addiction. Now we go hard on policies that will maintain our vulnerability
We propped up car companies in 2020, it should have come with some onus to transition
Europe is a net exporter of refined products
Diesel imports fell 24% between 2013 and 2024
Net imports of diesel are a small percentage (possibly ~5% this year) of diesel
More exposed to jet fuel
Agreed on policy - we need more EV's, more public transport & more heat pumps
Really good explainer below.
For me - EE, renewable power, EV's, public transport, heat pumps (to replace gasoil) reduce our dependence on volatile fossil fuel prices and the economic damage they inflict
gtpo.eu/en/publications/euro…





















