Torsdag, 25. maj 2023 Af ESG SENIOR SPECIALIST, CHRISTIAN HALD-MORTENSEN
Electrification is a strong investment trend in Europe: It is about to take off.
This issue brief explores heat pumps and electric vehicles as the twin pillars in electrifying the European economy.
Electrification is the process of replacing fossil fuel-powered technologies and services with those that run on electricity from renewable sources.
The future of domestic heating is going low-carbon. The total number of heat pumps in the EU is now 20 million, equivalent to 16% of the heating market.
A total EU phase-out of fossil fuel boilers by 2025 would have climate benefits equivalent to taking 15 million cars off the European streets - every year.
The EU Commission targets 30 million additional heat pumps installed by 2030, which is a doubling of the deployment rate, and this target is not unachievable.
Electric car sales in Europe are accelerating, a trend enforced by a ban on new sales of carbon-emitting petrol and diesel cars by 2035, with a view to getting them off the continent's roads by mid-century.
Read the full Issue Brief here:
https://www.nykredit.dk/contentassets/5a7cad86e0034474a7ff5319199edc4e/issue-brief---the-acceleration-of-electrification---nykredit-may-2023_25052023.pdf
Disclaimer: Dette er marketing materiale fra Nykredit. Det er ikke investerings research. Materialet postes hovedsaglig pga af de 33 relevante vedhæftede links omkring elektrifisering af Europa. Der er intet kommercielt samarbejde mellem Nykredit og ProInvestor.com.
Electrification is a strong investment trend in Europe: It is about to take off.
This issue brief explores heat pumps and electric vehicles as the twin pillars in electrifying the European economy.
Electrification is the process of replacing fossil fuel-powered technologies and services with those that run on electricity from renewable sources.
The future of domestic heating is going low-carbon. The total number of heat pumps in the EU is now 20 million, equivalent to 16% of the heating market.
A total EU phase-out of fossil fuel boilers by 2025 would have climate benefits equivalent to taking 15 million cars off the European streets - every year.
The EU Commission targets 30 million additional heat pumps installed by 2030, which is a doubling of the deployment rate, and this target is not unachievable.
Electric car sales in Europe are accelerating, a trend enforced by a ban on new sales of carbon-emitting petrol and diesel cars by 2035, with a view to getting them off the continent's roads by mid-century.
Read the full Issue Brief here:
https://www.nykredit.dk/contentassets/5a7cad86e0034474a7ff5319199edc4e/issue-brief---the-acceleration-of-electrification---nykredit-may-2023_25052023.pdf
Disclaimer: Dette er marketing materiale fra Nykredit. Det er ikke investerings research. Materialet postes hovedsaglig pga af de 33 relevante vedhæftede links omkring elektrifisering af Europa. Der er intet kommercielt samarbejde mellem Nykredit og ProInvestor.com.
De links er en ren guldgrube af information. Tak for det.
27/5 2023 08:17 VærKritisk 5
112833 Der synes i hvert tilfælde at være en acceleration i politikernes evne til hele tiden at hæve målene. Fint nok, jeg er som sådan ikke uenig. Men måske på tide, at de, i stedet for kun at tale nye og højere mål, begynder at rydde op i bureaukratiet, så det ikke tager hundrede år og en søndag for at få lov til at sætte bare en sølle vindmølle op.
Det vil nu være bedre hvis politikerne forstod energitætheds termen og ikke mindst at vi kun har en hvis sum af metaller til rådighed, som vi ikke løser i samme tempo som man ønsker politisk at introducere elbilerne i EU. Eksempelvis:
"To replace all UK-based vehicles today with electric vehicles (not including the LGV and HGV fleets), assuming they use the most resource-frugal next-generation NMC 811 batteries, would take 207,900 tonnes cobalt, 264,600 tonnes of lithium carbonate (LCE), at least 7,200 tonnes of neodymium and dysprosium, in addition to 2,362,500 tonnes copper. This represents, just under two times the total annual world cobalt production, nearly the entire world production of neodymium, three quarters the world's lithium production and 12% of the world's copper production during 2018. Even ensuring the annual supply of electric vehicles only, from 2035 as pledged, will require the UK to annually import the equivalent of the entire annual cobalt needs of European industry."
https://www.nhm.ac.uk/press-office/press-releases/leading-scientists-set-out-resource-challenge-of-meeting-net-zer.html
Hvad angår havvind er det ligeledes betydelige mængder af kobber og zink som skal findes. Det internationale energi agentur (IEA) har flere glimrende statistikker og rapporter om samme problematik.
https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitions/mineral-requirements-for-clean-energy-transitions
Læg mærke til følgende fra Executive Summary af samme IEA artikel:
"Our analysis of the near-term outlook for supply presents a mixed picture. Some minerals such as lithium raw material and cobalt are expected to be in surplus in the near term, while lithium chemical, battery-grade nickel and key rare earth elements (e.g. neodymium, dysprosium) might face tight supply in the years ahead. However, looking further ahead in a scenario consistent with climate goals, expected supply from existing mines and projects under construction is estimated to meet only half of projected lithium and cobalt requirements and 80% of copper needs by 2030."
https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitions/executive-summary
Det er netop derfor at energisystemet skal gennemtænkes langt mere end hidtil (i en samlet europæisk kontekst), end hvad vi eksempelvis har set hos Brian Vad Mathiesen, Dan Jørgensen (som jo gudskelov nu i sin nye ministerrolle reelt ikke har ret meget magt) og andre selvudnævnte eksperter på energiområdet, som blindt kigger til Ptx/P2X som løsningen.
De massive solcelle/P2X anlæg, som eksempelvis European Energy opfører i det danske land, resulterer jo ikke blot i et noget ændret landskab, men ligeledes at strømprisen for os som privatforbruger vil være kontinuerligt højt, da hele forudsætningen er at strømmen aftages ved en lav strømpris.
Det glæder mig derfor de få gange hvor man fra politisk side af ikke automatisk giver grønt lys.
Det reelle behov er at vi undersøge og udvikler andre energiteknologier. Her har vi eksempelvis i København to virksomheder som i den grad burde få bare en smule rygvind fra de danske politikere og ikke som hidtil, hvor store dele af det danske politiske system, med Dan Jørgensen som frontfigur, har forsøgt at bekæmpe dem via eksempelvis EUs energitaksonomi.
"To replace all UK-based vehicles today with electric vehicles (not including the LGV and HGV fleets), assuming they use the most resource-frugal next-generation NMC 811 batteries, would take 207,900 tonnes cobalt, 264,600 tonnes of lithium carbonate (LCE), at least 7,200 tonnes of neodymium and dysprosium, in addition to 2,362,500 tonnes copper. This represents, just under two times the total annual world cobalt production, nearly the entire world production of neodymium, three quarters the world's lithium production and 12% of the world's copper production during 2018. Even ensuring the annual supply of electric vehicles only, from 2035 as pledged, will require the UK to annually import the equivalent of the entire annual cobalt needs of European industry."
https://www.nhm.ac.uk/press-office/press-releases/leading-scientists-set-out-resource-challenge-of-meeting-net-zer.html
Hvad angår havvind er det ligeledes betydelige mængder af kobber og zink som skal findes. Det internationale energi agentur (IEA) har flere glimrende statistikker og rapporter om samme problematik.
https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitions/mineral-requirements-for-clean-energy-transitions
Læg mærke til følgende fra Executive Summary af samme IEA artikel:
"Our analysis of the near-term outlook for supply presents a mixed picture. Some minerals such as lithium raw material and cobalt are expected to be in surplus in the near term, while lithium chemical, battery-grade nickel and key rare earth elements (e.g. neodymium, dysprosium) might face tight supply in the years ahead. However, looking further ahead in a scenario consistent with climate goals, expected supply from existing mines and projects under construction is estimated to meet only half of projected lithium and cobalt requirements and 80% of copper needs by 2030."
https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitions/executive-summary
Det er netop derfor at energisystemet skal gennemtænkes langt mere end hidtil (i en samlet europæisk kontekst), end hvad vi eksempelvis har set hos Brian Vad Mathiesen, Dan Jørgensen (som jo gudskelov nu i sin nye ministerrolle reelt ikke har ret meget magt) og andre selvudnævnte eksperter på energiområdet, som blindt kigger til Ptx/P2X som løsningen.
De massive solcelle/P2X anlæg, som eksempelvis European Energy opfører i det danske land, resulterer jo ikke blot i et noget ændret landskab, men ligeledes at strømprisen for os som privatforbruger vil være kontinuerligt højt, da hele forudsætningen er at strømmen aftages ved en lav strømpris.
Det glæder mig derfor de få gange hvor man fra politisk side af ikke automatisk giver grønt lys.
Det reelle behov er at vi undersøge og udvikler andre energiteknologier. Her har vi eksempelvis i København to virksomheder som i den grad burde få bare en smule rygvind fra de danske politikere og ikke som hidtil, hvor store dele af det danske politiske system, med Dan Jørgensen som frontfigur, har forsøgt at bekæmpe dem via eksempelvis EUs energitaksonomi.
BYD og delvist Tesla laver i dag batterier uden cobolt.
Det løses hen af vejen med nye materialer, de steder hvor man har noget der er svært at skaffe.
Det kan kun gå for langsomt med at få fossiler væk fra vejen.
Det løses hen af vejen med nye materialer, de steder hvor man har noget der er svært at skaffe.
Det kan kun gå for langsomt med at få fossiler væk fra vejen.
