Frédéric MARTIN

Air Liquide and Dunkerque LNG have received a €160m ($171m) grant from the European Commission to advance their €400m ($430m) D'Artagnan #carboncapture transport hub. D'Artagnan, the first carbon #infrastructure project in #France to receive financing from the European Union, will have an initial transport capacity of 1.5 mtpa, expandable to 4 mtpa. Read "Decarbonization of the Dunkirk basin: Air Liquide and Dunkerque LNG CO₂ infrastructure project takes a major step forward and receives support from the European Union" here: https://lnkd.in/ee7wEWjp #sustainability #energytransition #CO2 #carbon #decarbonization #decarbonisation #ccs #ccus #carbonremoval

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Is french AFRR capacity auction a market? For several days, EDF has limited volumes to offer on AFRR auctions. [EDIT: AFRR reduced by 260 MW and not to 260 MW. Thank you Romain JOUSSEAUME ] EDF posted a REMIT on friday: its AFRR capacities are reduced by 260 MW from 26th of November to the 10th of December due to a technical evolution. Those 260 MW still need 400 seconds to be fully activated while the rest of the fleet needs 300 seconds only. With EDF proposing 260 MW less for a requested volumes between 600 MW and 1 200MW, we could have expected high capacity prices this morning. Peak is at 68.5 €/MWh or 34.25€/MW per half hour, higher than last week but nothing exceptional. The main difference is in the minimum price. Nothing below 25€/MWh or 12.5€/MW per half with a daily average price above 33€/MWh compare to 25€/MWh last week - week end excluded. +32% of price increase. A good day for AFFR providers. But the market worked: volumes were provided, without insane spikes. This event is a clear signal that the 260MW are cheap volumes. Yet it can be covered by other market participants or assets. More scarcity, higher price. Looks like the market works. Will the market participants adjust to the situation? 👀 Expect wild volatility of AFRR energy prices tomorrow.💰👍 ^CB

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⚡ New on our Blog! ⚡ 1️⃣ Check out the inspiring story of Maxime Morel - who has navigated an extraordinary career at Voltalia from Paris to Remire-Montjoly, embracing roles from Hydro Prospector to Asset Owner. 2️⃣ And don’t miss our deep dive into Agrivoltaics - the cutting-edge fusion of farming and renewable energy, aimed at creating sustainable and resilient agricultural systems. Get the full stories on our blog! 👉 https://lnkd.in/dD8S3r6r #Voltalia #renewableEnergy #energy #renewable #greenenergy #energytransition

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With governmental objectives to implement a carbon free energy mix to fight environmental changes, grid stability is challenged due to: ☀ More and more variable renewables energies (which fluctuate with the weather conditions). 📉 Less and less fossil energies (coal and gas), which have traditionally been used for assuring this stability. Many different ways have been studied to replace the flexibility provided by fossil energy, to counterbalance the variability of solar panels and wind turbine: such as energy storage in , hydrogen, SMRs…. 💡 Operation of nuclear plants in a flexible base mode can now be added to that list: nuclear power plants traditionally operate in a baseload mode, however having the flexibility to perform power variation (startup, shutdown, transient, load follow, ELPO and so on) when needed for the grid stability or for economic reasons is a great benefit to the Plant Owner, to the grid and for the environment. While most of the nuclear power plants are operating in a baseload mode, some operators are already performing frequent transients for load following and network stabilization. For other operators, moving the operating mode from predominantly baseload to flexible can be seen as challenging due to difficulties to adapt their operating modes and procedures. Framatome’s OAPS solution solves these difficulties, through: 🚀 Automatically determining the best trajectory to perform the transient related to the utilities needs whilst minimizing effluents & maximizing power variations. ✅ Help to follow the trajectory with actualized information in real-time, providing up to date core information and recommending operator actions to be performed. In addition, OAPS doesn’t require any core control modification thanks to a unidirectional interface connected to the existing infrastructure. 👉 for more information => https://lnkd.in/eRCxgtgy #OAPS #Flexible base operation #Nuclear #NetZero #Clean Energy

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Battery energy storage systems (BESS) are a key element for the success of the energy transition – and that is why MET Group acquired COMAX France, a Bordeaux-based BESS developer with a project pipeline of several hundred MW in various stages of development. “We will provide the capital needed to implement these projects,” MET Chairman and CEO Benjamin Lakatos told Elsa Bembaron, energy market reporter at leading French daily newspaper Le Figaro, in an interview last week. “We are convinced that the BESS market offers significant growth potential.”   “The first issue is security of supply,” Benjamin Lakatos added when talking about the acquisition of COMAX France. The French company is an operator and developer of battery storage systems, needed to compensate for the weather-dependent nature of renewable power generation. “When there's no wind or sun, consumers still need electricity,” explained the CEO.   To read the English translation of the article: https://lnkd.in/dwzSTztC https://lnkd.in/dBgq93yr

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Leveraging the strengths of gas and electricity systems - working in tandem to achieve a smooth transition. Sensible discussion piece

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EDF announces OASIS 1 battery energy storage systems projects achieve Financial Close. The Oasis consortium is led by EDF Group, with the co-sponsor Mulilo and equity partners Pele Energy Group and GIBB. Each project includes a 5% ownership interest allocated to local communities through a special Community Trust. The OASIS 1 projects consist of three BESS: 1. Oasis Mookodi: 77MW capacity with 308MWh storage, 2. Oasis Aggeneis: 77MW capacity with 308MWh storage, 3. Oasis Nieuwehoop: 103MW capacity with 412MWh storage.   In total, the projects amount to 257MW of capacity and about 1GWh of storage. The consortium has raised and invested 7 billion Rand (≈$387 million) financed via debt funded by Standard Bank Group and Absa Group. The Oasis projects will operate under a 15-year Power Purchase Agreement with the South Africa's public utility Eskom Holdings SOC Ltd. The projects are expected to provide much needed flexibility and stability to the grid given that the total energy shortage in the country reached 14.4TWh in 2023 as per Eskom assessments. Béatrice Buffon, Group Senior Executive Vice-President, EDF International Division, CEO of EDF Renewables stated: "We are very pleased to have achieved commercial and financial close on these projects. EDF is committed to develop decarbonised flexibility solutions to meet the needs of the electricity system in South Africa. Our projects will store and dispatch power to provide grid constraint relief, energy arbitrage, and help to stabilise the grid for short periods by providing or absorbing power. I am convinced that this key milestone opens new opportunities to accompany the energy transition in the country." #energy #funding #bess #battery #banking

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Interview with Sandrine Meunier, head of French gas TSO, GRTgaz She says France is set to miss its electrolyser capacity target by five years, likely installing 6.5 GW by 2035 instead of 2030 “It’s going to take a little longer to achieve competitive hydrogen production, it’s a new industry so it necessarily takes time to scale up,” although industrial consumers are committed to switching to hydrogen Despite the weak signals, GRTgaz is developing hydrogen infrastructure projects in industrial hubs in France, but is not yet working on large-scale pan-European projects, which are “much more long term“ The TSO head argues hydrogen production costs should be identical across France, Germany and Spain to ensure French industrials remain in the country, factoring in transportation costs Full story: https://lnkd.in/ews_xj-v -

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Interested in our insights into #Belgian #PowerMarkets? Augustin Levassort has shared his most recent analysis on how a reduced availability of French interconnectors could influence power prices in the region 👇

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TRANSACTION NEWS: Elyse Energy, a French company producing sustainable fuels and low-carbon feedstock, has raised €120 million ($127 million) in funding from Hy24, PGGM, Bpifrance and Mirova to accelerate the development of its e-methanol and sustainable aviation fuel production projects in France and Spain.

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🌀 TWAIN's partners, ENGIE GREEN and its R&D center, Laborelec, are major actors in the production of renewable energy and are now working on improved procedures and research on Wind Farm Control (WFC). ✍️ In the words of Ariane Frère, Research Program Manager, "on top of providing wind farm data to the consortium, ENGIE Laborelec will be acting in the evaluation of flow and load modeling methods, as well as in the integration of the adapted acoustics, birds and bats strategies. ENGIE Laborelec will contribute largely as well in the definition and evaluation of the use-cases integrating lifetime and environmental aspects." #twainproject #windpower #windfarm #windenergy #artificialintelligence ________ DTU Wind and Energy Systems | Centro Nacional de Energías Renovables (CENER) - National Renewable Energy Centre | Delft University of Technology | Technical University of Munich | F6S Innovation | ENGIE GREEN | Laborelec | EDF | Ramboll | SoftServe

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SONATRACH, SONELGAZ, VNG, SNAM, SEACORRIDOR and VERBUND GREEN HYDROGEN Sign a Memorandum of Understanding Relating to Green Hydrogen. SEACORRIDOR (Italy) and VERBUND GREEN HYDROGEN (Austria) signed, today, a Memorandum of Understanding in order to conduct jointly necessary studies, throughout the hydrogen value chain to assess the viability and profitability of an integrated project for the production of green hydrogen in Algeria in order to supply the European market via the “SoutH2 Corridor”. The signing ceremony took place at the Oran Convention Center (CCO) and was chaired by the Minister of Energy and Mines Mr. Mohamed ARKAB, in the presence of members of the Government, their Excellencies The Ambassadors of Italy, Germany and Austria, and also The Chairman & Chief Executive Officer of SONATRACH Group Mr. Rachid Hachichi, the Chairman & Chief Executive Officer of SONELGAZ Mr. Mourad Adjal and Mr. Hans-Joachim Polk, Member of the Board of Directors at VNG, Mr. Sergio Molisani, Chief International Officer of Snam, Mr. Francesco Caria, Chairman & Chief Executive Officer of SEACORRIDOR and Mr. Franz Helm Managing Director of VERBUND GREEN HYDROGEN. This Memorandum of Understanding will allow the parties to examine jointly the opportunity to implement an integrated multi-stakeholders project throughout the value chain of green hydrogen using the SoutH2 Corridor. SoutH2 Corridor will play a major role in the reduction of the energetic dependence on fossil energies and promoting an energy transition towards a low carbon and sustainable economy. Achieving this ambitious project has the potential to satisfy the European green energy needs and will allow to strengthen Algeria’s position as a major energy supplier to Europe. Read more here: https://fcw.sh/sGhjJR #GreenHydrogen #EnergyTransition #AlgeriaEurope #SoutH2Corridor #SustainableEnergy #EnergySupply #InternationalPartnership

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Alongside my colleagues Jean-Pascal Clémençon - SVP Strategy & Markets and Thomas-Olivier Léautier - Chief Economist, I had the pleasure yesterday of presenting the TotalEnergies Outlook 2024 #TEO2024. For the 6th year, TotalEnergies is sharing its observations of the global energy landscape with the widest possible audience. First, the basics. Access to reliable and affordable #energy is essential to human development, but remains highly unequal from one country to another: around 4.5 billion people have insufficient access to energy (less than ̴ 70 GJ/capita). The stakes are clear: we need to increase energy supply while driving down greenhouse gas emissions, to meet the legitimate aspiration of a growing population in the #GlobalSouth to a higher standard of living #HDI. Priority targets are emissions that can be abated with existing technologies and at affordable cost: of the 38GT of energy-related CO2 emissions worldwide per year, 14GT come from electricity generation (75% from coal, to be replaced by renewables and gas), 8GT from transport (electrifying road transport), and 4GT from methane emissions from the oil and gas industry. In an energy landscape that has changed significantly over the last 20 years (shale oil and gas revolution in the USA, mature renewable technologies, electric cars and heat pumps), we note that the #energytransition is underway (decoupling of GDP growth vs. energy demand growth), but that it still needs to accelerate on a global scale to meet the objectives of the Paris Agreement. We present 3 possible scenarios for the evolution of energy demand up to 2050. The new #Trends scenario presents the existing trajectory and the public policies and mix evolutions expected on the basis of current trends. The #Momentum and #Rupture scenarios present more marked changes in the energy mix, and the levers that we need to pull collectively to achieve them. Public policies and players in the energy chain must give priority to #maturetechnologies that are available and affordable (#Costmeritcurve), amplify investment in the necessary infrastructure (#powertransmission) and promote international cooperation that includes the countries of the Global South and their financing to accelerate the energy transition. A huge thanks to our teams who contributed to this work 🙏. TotalEnegies Outlook 2024, in full here 📘 : https://lnkd.in/eF-xTrQP

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TotalEnergies, VERBUND AG sign preliminary deal on #Tunisian #hydrogen supply to #Europe Austrian electricity provider VERBUND AG and French energy major TotalEnergies' joint venture with Eren Groupe S.A. TE H2 have signed a preliminary deal with the Republic of Tunisia for a #renewablehydrogen project to supply Europe The multi-billion-dollar project, H2 Notos, aims to produce 200,000 metric tons of hydrogen a year using desalinated water from the Mediterranean and electricity from wind and solar farms in southern Tunisia. A ramp-up to 1 million tons per year is possible. The hydrogen would be transported to Europe through a 3,300 km pipeline connecting #Tunisia to #Italy and continuing onto #Austria and #Germany which is being planned by companies including Snam S.p.A. Production could begin as early as 2030, with #Verbund taking some of the hydrogen and transporting it throughout #CentralEurope What is notable about this project is its ability to transport low-cost hydrogen directly to Europe via pipeline," TEH2 CEO David Corchia said Pipeline transport adds about 1 euro - $1.09/km. to the cost, compared with 3.5 to 4 euros /km when you transform hydrogen to ammonia, ship it on a boat, and re-crack it back into hydrogen." A final investment decision (FID) is expected in 2027 or 2028 Mohamed Koubassi Osama Fawzy Georgy HENEIN, MBA

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News to share from France 🇫🇷 in the Renewable Natural Gas #RNGindustry. Veolia, Waga Energy, and #ENGIE have formed a powerful partnership to push the boundaries of sustainable energy production. Since May 1st, Waga Energy has been selling RNG produced at Veolia’s Val Pôle in Claye-Souilly to ENGIE under a #Biomethane Purchase Agreement (BPA), without government subsidies 👏🏼 This 13-year contract is the longest BPA ever signed in France, marking a significant milestone in the RNG market. Veolia supplies biogas from the Claye-Souilly landfill, one of France’s largest RNG production units with an annual capacity of 120 GWh, equivalent to the energy consumption of around 20,000 households. Waga Energy converts this biogas into high-value RNG using its cutting-edge technology. The RNG is marketed by ENGIE at a higher value than the subsidized price, highlighting the growing economic viability of renewable energy sources. This agreement also enabled Waga Energy to secure long-term financing from CIC and Arkéa Banque Entreprises et Institutionnels for the RNG production unit. Miya PAOLUCCI of ENGIE stated, “The signing of this new BPA contributes to ENGIE’s goal to supply 30 TWh of RNG per year to our customers by 2030.” This collaboration not only supports ENGIE’s ambitious goals but also accelerates the transition towards a sustainable energy future. Estelle Brachlianoff, CEO of Veolia, emphasized, “Veolia is a key player in the production of bioenergy, already producing 1.6 terawatt-hours of biogas from waste anaerobic digestion in France alone.” This partnership is a testament to the power of collaboration in driving innovation and sustainability in the energy sector. As the world shifts towards greener energy solutions, such initiatives are crucial for reducing our carbon footprint and fostering economic growth 🔝 #RenewableEnergy #RNG #Sustainability #CleanEnergy #GreenInnovation #Veolia #WagaEnergy #ENGIE #Bioenergy #ClimateAction #Irbisio #Cleantech

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🚀 TotalEnergies Unveils Pangea 4 Supercomputer to Drive Energy Transition 🌍 TotalEnergies has launched the next generation of its Pangea 4 supercomputer at the Jean Féger Scientific and Technical Center in Pau, southwest France. Initially designed for exploration and production activities, Pangea 4 now also supports the company’s energy transition initiatives. 🌱 This state-of-the-art supercomputer enhances TotalEnergies’ capabilities in: • 🌬️ Windflow simulations for wind farm design • 🛢️ Simulations of reservoir storage capacity for carbon capture and storage (CCS) projects • 📉 Methane emissions reduction calculations Pangea 4, a hybrid solution combining onsite machinery and cloud computing, boasts double the computing speed of its predecessor while using nearly 90% less electricity. This significant improvement enhances energy efficiency and reduces the carbon footprint of TotalEnergies’ datacenters. 💡 Namita Shah, President of OneTech at TotalEnergies, emphasized that Pangea 4 strengthens the company’s leadership in industrial digital simulation, supporting their energy transition strategy and new energy activities. 🌐 TotalEnergies, a global integrated energy company, focuses on producing and marketing diverse energies including oil, biofuels, natural gas, green gases, renewables, and electricity, with sustainability at the core of its strategy. 🌍💚 #TotalEnergies #Pangea4 #Supercomputer #EnergyTransition #Sustainability #DigitalInnovation #RenewableEnergy #CarbonCapture #WindEnergy #GreenTech #CleanEnergy

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Big news from TotalEnergies as the company strengthens its position in renewables! The French energy giant has acquired Germany's VSB Group, a leader in renewable project development, for €1.57bn. This deal adds 475 MW of operating capacity and an 18 GW pipeline of wind, solar, and storage projects across Europe to TotalEnergies’ portfolio. Meanwhile, in the U.S., TotalEnergies is optimizing its assets by selling 50% of its Texas solar and battery storage portfolio, retaining operational control while unlocking $800m in cash—a strategic move to balance growth and capital efficiency. What do you think about this dual approach to expanding renewables while managing resources? TotalEnergies acquires VSB and sells interests of its US portfolio: https://lnkd.in/eCSwQci5 #RenewableEnergy #EnergyTransition #SolarPower #WindEnergy #BatteryStorage #Sustainability #TotalEnergies

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