I write about energy and circularity. Partner at ExoPeak. Based in Paris.https://bsky.app/profile/teymour.mehttps://bsky.app/profile/teymour.me/post/3mhxwau76422yThe @iea.org has released its Energy Technology Perspectives 2026 report today. Pleased to have contributed to it with ExoPeak. Recent developments in energy markets continue to highlight how urgent the transition is. This report provides valuable perspectives on the options ahead.26 Mar 2026 15:29 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3mhxwau76422yhttps://bsky.app/profile/teymour.me/post/3m33vq2k7522wOne thing I've noticed in China, is that many startups are founded by university professors, working with their students and labs to commercialize their research. This seems far less common in Western academia – why?13 Oct 2025 19:03 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3m33vq2k7522whttps://bsky.app/profile/teymour.me/post/3m32p7nneg22rExcellent piece by the @financialtimes.com on the formidable expansion of battery storage capacity globally. With costs continuing to drop, BESS will likely scale faster than renewables did, as their rollout is less constrained by grid stability concerns.13 Oct 2025 07:34 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3m32p7nneg22rhttps://bsky.app/profile/teymour.me/post/3m22n3m3ops2eHonored to be featured in yet another @restofworld.org article. This one discusses the growing dominance of Chinese battery makers, at the expense of Korean firms, and how this shift came about. You can read it here: https://restofworld.org/2025/china-ev-battery-south-korea/30 Sep 2025 13:30 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3m22n3m3ops2ehttps://bsky.app/profile/teymour.me/post/3lxwpggo3o22kI had the opportunity to contribute to this article which discusses Midong - the world's largest PV installation, located in China's Gobi desert. Worth reading for anyone involved in energy. There is much to learn from how China executes those mega-scale projects. https://www.powermag.com/solar-by-the-numbers-midong-is-chinas-latest-mega-marvel/03 Sep 2025 13:11 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lxwpggo3o22khttps://bsky.app/profile/teymour.me/post/3luzhhqyp5c2hChina now runs the world's largest BESS farm (Kashgar, 2 GWh), wind farm (Gansu, 8-20 GW) and solar farm (Midong, 3.5 GW) https://www.pv-magazine.com/2025/07/21/china-switches-on-its-largest-standalone-battery-storage-project/28 Jul 2025 11:11 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3luzhhqyp5c2hhttps://bsky.app/profile/teymour.me/post/3lukomgfias2zI had the opportunity to weigh in for this article, which dives deep into the key drivers behind China’s EV and battery manufacturers - highly recommend giving it a read. [contains quote post or other embedded content]22 Jul 2025 14:09 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lukomgfias2zhttps://bsky.app/profile/teymour.me/post/3ltowevbfvs2mThis is great - more penetration to come as EU ramps up its storage infrastructure, and continues to phase-out coal assets in Poland, Germany, Bulgaria and Spain. [contains quote post or other embedded content]11 Jul 2025 13:14 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3ltowevbfvs2mhttps://bsky.app/profile/teymour.me/post/3lrfetbrjbk2uOngoing price spikes will get worse as US renewable power projects continue to be canceled due to shrinking subsidies, lost grants, and revoked permits. [contains quote post or other embedded content]12 Jun 2025 07:15 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lrfetbrjbk2uhttps://bsky.app/profile/teymour.me/post/3lrfdzev5y22oThis is good news on all fronts. More affordable, cleaner energy for all - especially developing countries - and less demand for oil and gas, hopefully driving prices and extraction down. https://www.ft.com/content/d80b68ec-3da8-42ea-82ee-4cab22b31a6912 Jun 2025 07:01 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lrfdzev5y22ohttps://bsky.app/profile/teymour.me/post/3lrb6xoqjak2qThe current state of the UK's power market shows how fossil fuel dependency hurts industrial competitiveness and resilience. Norway shows what's possible instead: 98% renewable power mix (hydro & wind), and some of the lowest prices in Europe. https://www.ft.com/content/f3bcd4a4-0a5f-4fc1-ad8a-cf2530e6001a10 Jun 2025 15:20 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lrb6xoqjak2qhttps://bsky.app/profile/teymour.me/post/3lq5qpkhie22iMany great points in this piece - both on why US/EU cooperation with China on battery production is essential, and on the safeguards needed to avoid becoming China’s assembly plant. https://www.ft.com/content/baed84c5-cbf6-4895-8563-4403e8cacb1427 May 2025 13:01 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lq5qpkhie22ihttps://bsky.app/profile/teymour.me/post/3lpoca75rok22The @iea.org just released its 2025 Global Minerals Outlook report - here are my main take-aways. I encourage everyone to take a look at the report for themselves. It is, as usual, a goldmine of insights.21 May 2025 09:32 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lpoca75rok22https://bsky.app/profile/teymour.me/post/3lkyb73srd22oOne unintended benefit of the financial struggles of China’s PV manufacturers is that it will likely drive an even faster push by the government to expand domestic solar projects as a lifeline [contains quote post or other embedded content]22 Mar 2025 17:34 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lkyb73srd22ohttps://bsky.app/profile/teymour.me/post/3ljs3zb7akk2g20 years ago, China produced ≈5% of PV panels. Today, they dominate with >80% in all manufacturing stages. Despite this growth, the outlook seems gloomy for Chinese players. A few thoughts on what sparked this growth, what's happening now and how the West is pushing back amid rising tensions.07 Mar 2025 13:21 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3ljs3zb7akk2ghttps://bsky.app/profile/teymour.me/post/3li2kina5k224Lithium-ion batteries contain large amounts of valuable materials such as lithium, cobalt, nickel and copper. By design, those batteries are ≈95% recyclable, yet less than half is currently being recycled. A few thoughts on why that is, and why it should change.13 Feb 2025 11:11 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3li2kina5k224https://bsky.app/profile/teymour.me/post/3lhxmtbg3ls24The next European energy crisis could come from extreme climate events, rather than geopolitics. Intensifying droughts, floods, and water shortages put energy systems under pressure. Investments are required to make infrastructure more resilient and avoid widespread disrputions and blackouts.12 Feb 2025 07:14 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lhxmtbg3ls24https://bsky.app/profile/teymour.me/post/3lhxk6hcask24I sat down with Quartz to discuss the implications of BYD's rollout of autonomous driving features to its mid-tier and entry-level EVs at no extra cost. Read it here: https://qz.com/byd-tesla-gods-eye-self-driving-autonomous-185176033912 Feb 2025 06:27 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lhxk6hcask24https://bsky.app/profile/teymour.me/post/3letlemcrvk25About half of all water supplied by utilities gets lost, primarily because of leaks across networks. This number keeps getting worse every year, and so do droughts and water scarcity. Water network modernization can no longer wait.03 Jan 2025 12:22 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3letlemcrvk25https://bsky.app/profile/teymour.me/post/3ldi47dzg2c2jWater pollution is an often overlooked aspect of coal use. Burning coal releases mercury into the atmosphere, which eventually returns to the ground with rainfall. In the EU, 70% of surface water is contaminated by chemical pollutants; without mercury from coal, this figure would drop to just 20%.17 Dec 2024 05:26 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3ldi47dzg2c2jhttps://bsky.app/profile/teymour.me/post/3lbra7dv4cc22With Black Friday around the corner, let these 2 charts serve as a reminder that buying less stuff is the #1 way you can contribute to tackling the climate crisis.25 Nov 2024 09:41 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lbra7dv4cc22https://bsky.app/profile/teymour.me/post/3lbjyalzrtk2qA few thoughts on the EU's very first Biennial Transparency Report on Climate published yesterday. Read it here: https://climate.ec.europa.eu/document/download/c5925ab2-abd7-4211-80c0-bebb3ffeb9ff_en?filename=BTR_final.pdf22 Nov 2024 12:30 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lbjyalzrtk2qhttps://bsky.app/profile/teymour.me/post/3lbgyty3hjs2fReinsurance data offers one of the best proxies of the worsening climate crisis. This chart shows the evolution of insured losses related to natural disasters - from almost none, to a significant amount every year.21 Nov 2024 08:03 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lbgyty3hjs2fhttps://bsky.app/profile/teymour.me/post/3lbfz2rxs5k2mThe EU ETS continues to succeed. In 2023, sectors targeted by the scheme saw reduced their emissions by 16.5% in 2023, while generating €44bn revenue to support climate action among members states. See the full 2023 report published today: https://climate.ec.europa.eu/document/download/92ec0ab3-24cf-4814-ad59-81c15e310bea_en?filename=2024_carbon_market_report_en.pdf20 Nov 2024 22:34 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lbfz2rxs5k2mhttps://bsky.app/profile/teymour.me/post/3lbfesklvb223Here are some of my all-time favorite books about climate change, grouped by theme (not exhaustive). Reply with yours so I know what to read next!20 Nov 2024 16:32 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lbfesklvb223https://bsky.app/profile/teymour.me/post/3lbf4adsbqs2aRich nations should rather put their own house in order. Yes, China's emissions are high - because they support a 1.4bn population and the manufacturing of a third of global goods. Yet, per capita, they emit 30% less than the US and are moving away from fossil fuels at a faster pace. [contains quote post or other embedded content]20 Nov 2024 13:58 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lbf4adsbqs2ahttps://bsky.app/profile/teymour.me/post/3lber4ykt6c2sI knew insurers were early in understanding climate risks, but I didn’t realize just how early. This text, highlighting CO2’s role in climate change, comes from a 1973 (!) paper by Munich Re.20 Nov 2024 10:40 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lber4ykt6c2shttps://bsky.app/profile/teymour.me/post/3lbcbu26y422iSharp disconnects between the level of noise, and the level of impact are often the sign of lobbies at play. CCUS is a good example: lots of noise, for a technology that currently captures ≈0.1% of global emissions, and will rise to ≈0.5% if all planned developments go through.19 Nov 2024 11:01 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lbcbu26y422ihttps://bsky.app/profile/teymour.me/post/3lb7royme2s2gOver the past decade, China's rise as a leader in energy transition technologies has been remarkable. From solar PV to wind, nuclear, and EVs China is driving the global shift to cleaner energy systems. Here's a breakdown of their progress across key sectors.18 Nov 2024 11:06 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3lb7royme2s2ghttps://bsky.app/profile/teymour.me/post/3layncf4ux22fFood security deserves a bigger role in the climate narrative. Public backing for world hunger relief is already strong, and climate threats to it are easy to illustrate. Here's an example with corn crop yields, made with the fantastic ResourceWatch tool by @worldresources.bsky.social.15 Nov 2024 14:59 +0000at://did:plc:cdt7b6sa6nfbivtusqpni5qw/app.bsky.feed.post/3layncf4ux22f