George Hay

George Hay

@gfhay

Followers3.6K
Following828

Reuters Breakingviews Associate Editor looking at the energy transition, commodities and the Middle East. Views = mine.

Joined on October 15, 2010
@gfhay Statistics

We looked inside some of the tweets by @gfhay and found useful information for you.

Inside 100 Tweets

Time between tweets:
2 days
Average replies
2
Average retweets
18
Average likes
55
Tweets with photos
21 / 100
Tweets with videos
0 / 100
Tweets with links
0 / 100
Fun Fact

Today it only takes one week for users to send a billion tweets.

Quoted @emilygosden

COP26: Mark Carney accused of ‘greenwashing’ ahead of UK climate summit https://t.co/83qLTCHf8L

Just in case anyone thought Mark Carney/Brookfield's "net zero on an avoided emissions basis" idea held any water, I asked the UK's official climate experts @theCCCuk about the concept. They said: "We are clear that the UK’s net zero target cannot be met by 'avoided emissions'." https://t.co/nn0UBPnD1K

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Biden’s likely action over #Khashoggi is a step-up relative to Trump’s Nov 2018 stance, which was effectively ‘wevs’. But similar upshot - US/Saudi relations too important to rock the boat to the degree of sanctioning a Crown Prince: https://t.co/14d5URDf2l

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George Hay
10 days ago

Amundi the latest European asset manager to big up Science Based Targets and flaunt its voting record on climate issues, both areas where BlackRock could do a bit better https://t.co/3JkiTJx5yk

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“Energy bills: getting the balance right.” Good piece from ⁦@ECIU_UK⁩ explains how added costs of policy are £140 on electricity but only £11 on gas for the typical domestic customer. https://t.co/DpZauYhMUw

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George Hay
16 days ago

"A defensive posture posing as a progressive one". Interesting summary of the long-term scenarios underpinning Shell's sedate approach to the energy transition by @KetanJ0 https://t.co/kQvefeTrbz

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Quintilian, Julius Caesar, the machine power of Aled's ipad and the dispute of Handforth parish council. Starring Jackie Weaver Kennedy: https://t.co/rgXcmISlIr

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George Hay
17 days ago
Shell's plan to square the circle between continued oil production and decarbonisation involves really quite a lot of carbon capture and offsetting: https://t.co/Wi6MwYGXfd https://t.co/L7Lk1kDdGz

Shell's plan to square the circle between continued oil production and decarbonisation involves really quite a lot of carbon capture and offsetting: https://t.co/Wi6MwYGXfd https://t.co/L7Lk1kDdGz

Nice interactive calculator here for the different deal structures that could combine Exxon Mobil and Chevron. Nice bit of fantasy M&A :) From @TheRealLSL and @ReutersFlasseur @Breakingviews 
https://t.co/A5wZ5n786T https://t.co/MvMks7NWJy

Nice interactive calculator here for the different deal structures that could combine Exxon Mobil and Chevron. Nice bit of fantasy M&A :) From @TheRealLSL and @ReutersFlasseur @Breakingviews https://t.co/A5wZ5n786T https://t.co/MvMks7NWJy

This is big news.

Shell has just, for the first time, published a 1.5C scenario.

"Sky 1.5 is a highly ambitious pathway that is still technically possible but extremely challenging."

https://t.co/kO7GQbh3fv https://t.co/Q7qplYKkNe

This is big news. Shell has just, for the first time, published a 1.5C scenario. "Sky 1.5 is a highly ambitious pathway that is still technically possible but extremely challenging." https://t.co/kO7GQbh3fv https://t.co/Q7qplYKkNe

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A brilliant column from @gfhay and @LJucca - the #renewables growth is staggering. In many ways, existing utilities like Enel have a clear head-start over #oil majors like @bp_plc Enel will be hard to dislodge from green perch https://t.co/19rAjZc6qh#OOTT @Breakingviews

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George Hay
22 days ago

Quoted @ronbousso1

France's @Total extends U.S. #solar portfolio in #enewables rush https://t.co/wmWNsESxLd #OOTT

If I was a Total shareholder I'd be quite interested to know how much the company I own is paying for 2.2 GW of renewable assets, given ongoing talk of a green bubble. https://t.co/me9S9yMSb0

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George Hay
a month ago

Quoted @ronbousso1

Shell is betting on its expertise in power trading and rapid growth in hydrogen and biofuels markets as it shifts away from oil, rather than joining rivals in a scramble for renewable power assets. @Shell #OOTT https://t.co/jxpuIGftEN https://t.co/SS3nMIDRhT

Shell is betting on its expertise in power trading and rapid growth in hydrogen and biofuels markets as it shifts away from oil, rather than joining rivals in a scramble for renewable power assets. @Shell #OOTT 

https://t.co/jxpuIGftEN https://t.co/SS3nMIDRhT

Shell planning not to play the renewables capacity arms race game - top piece by @ronbousso1 https://t.co/oBZp60FqKs

Saudi crown prince says the kingdom will sell more Aramco shares

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GameStop is in many ways the reverse of what happened in WTI futures last April. In that case retail and other inexperienced traders with long positions close to expiry but unable to take delivery were squeezed by professional insiders who understood the delivery mechanism

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Quoted @RepAdamSchiff

The brutal murder of Jamal Khashoggi was an assault on human rights. But for a year the Trump Admin refused to make public an unclassified report on Saudi Arabia's culpability. I have asked Director Haines to declassify this report. There must be accountability and justice. https://t.co/yr5fukB7vh

The brutal murder of Jamal Khashoggi was an assault on human rights.

But for a year the Trump Admin refused to make public an unclassified report on Saudi Arabia's culpability.

I have asked Director Haines to declassify this report. There must be accountability and justice. https://t.co/yr5fukB7vh

This will be an early test for the new administration (and for observers in Saudi Arabia and the Gulf). https://t.co/FTFUgilE93

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Hydrogen’s potential in decarbonisation has led shares in producers to behave like tech stocks before the dotcom crash. But investors trying to find the sector’s future Amazon have some clues to follow, write @gfhay and @edwardcropley: https://t.co/Nx6ymEJVgp https://t.co/knKFmhsdZF

Hydrogen’s potential in decarbonisation has led shares in producers to behave like tech stocks before the dotcom crash. But investors trying to find the sector’s future Amazon have some clues to follow, write @gfhay and @edwardcropley: https://t.co/Nx6ymEJVgp https://t.co/knKFmhsdZF

George Hay
a month ago

Worth reading this by ⁦@DBroekhoff⁩: a few reasons to be cautious about the Mark Carney/Bill Winters vision to scale up voluntary carbon markets. https://t.co/oUQxxZ5qyo

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