The link for this post uses a read-only front-end for Twitter, which can be easier to read for viewing a full Twitter thread. The Tweet that kicked off the thread is:

The report by the author, shared at the end of the thread, is protected and requires an e-mail to be read. But that can be found here:

How much energy will Bitcoin consume in the future? https://arcane.no/research/how-much-energy-will-bitcoin-consume-in-the-future