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Pierre Noël
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Tweets
Pierre Noël Jan 11
The US shale revolution is not freeing the world from its reliance on Middle East oil.
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Pierre Noël Oct 28
If China's economic emergence had happened with a rate of energy decarbonisation similar to what is currently happening in Europe, the difference would have been... not much. This is a complementary chart to the one commented in the forthcoming 5th issue…
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Pierre Noël Oct 21
We ran our Malaysia Energy Policy Roundtable on Friday in KL, part of our Greening of Asia project. Excellent partnership with the Sustainable Energy Development Authority Malaysia (SEDA) and the Energy Commission (Suruhanjaya Tenaga). Thanks to Dr. Wei-n…
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Pierre Noël Oct 3
We ran the Indonesia Energy Policy Roundtable on Tuesday 2 Oct, with our partners from the ASEAN Centre for Energy, as part of the IISS Greening of Asia project. Very succesful meeting, where investors and stakeholders could engage in a frank and sophisti…
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Pierre Noël Aug 29
Between 1980 and 1985, coal covered 100% of China's primary energy demand growth. Between 2010 and 2015, energy demand grew while coal consumption declined. This is the most important trend in global energy, as far as CO2 is concer…
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Pierre Noël Aug 15
Understanding global CO2 emissions' dynamics may be simpler than you think -- it's Chinese coal, stupid! This graph is from our new IISS Powerline series, via which we share some key charts from our global energy research.  …
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Pierre Noël Aug 6
When listening to a Chinese official speaking about the South China Sea, one can have a feeling that they're living in a parallel universe. However, looking at the pace and scope of China's building, arming, populating and deployin…
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Pierre Noël Jul 23
Large RE capacity addition turns into relatively modest change in fuel mix, hence CO2 emissions. The Indian 2022 RE target, as large as it looks, would turn into a 21% reduction in CO2 emissions from the power sector, compared to a scenario where all grow…
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Pierre Noël Jul 10
By 2022, quite a few Indian states, including some of the largest electricity consuming ones, will have renewable capacity amounting to between 50% and 120% of day-time consumption. Hence the policy of transmission expansion, including 'green corridors',…
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Pierre Noël Apr 17
Saudi may be losing its battle against shale.
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Pierre Noël Apr 17
Saudi Arabia may be losing its battle with US shale oil, presenting the Kingdom with an existential challenge.     
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Pierre Noël 2 Jun 17
Question after Mattis' speech: how close to war with China is the US prepared to go to defend the "rules-based order"?
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Pierre Noël 2 Jun 17
Question from Mattis' speech to the SLD: is int'l order based on rules only, or also balance of power?
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Pierre Noël 8 Oct 16
What has been going down steadily for 3 decades is the ratio of imports from Russia on total EU gas imports.
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Pierre Noël 4 Oct 16
Replying to @chris1reuters
Chris, Given the new realities of the oil market, what data suggest is that they really need to reduce spending.
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Pierre Noël 3 Oct 16
Assumption: Saudi agreed to cut so when it fails it can say: "sorry, no longer works, we need to adapt to lower prices".
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Pierre Noël 1 Oct 16
Will speak in NYC on The New Oil Regime on 5th Oct at 5pm. Contact
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Pierre Noël 1 Oct 16
Will speak about New Oil Regime on 5th Oct in NYC, hosted by Point72. Contact:
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Pierre Noël 1 Oct 16
Will speak in NYC on The New Oil Regime on Wednesday 5 Oct at 5pm, hosted by Point72 Asset Management. Contact
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Pierre Noël 29 Sep 16
I will speak at SIPA Center on Global Energy Policy on Oct 6th. The Future of Natural Gas in Europe
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