We’re pleased to announce that @newautomotive.org, a leading think tank working on the transition to electric vehicles, is joining Ember. Find out more 👉 https://ember-energy.org/latest-updates/ember-and-new-automotive-join-forces-to-accelerate-electrification

Important analysis here from Ember. Compare dispatchable solar at $76/MWh (given these assumptions) to the most recent LCOE numbers from Lazard. At these price points, it's game over for thermal generation. (NB: combined cycle gas isn't particularly dispatchable)

NEW: How cheap are grid batteries?🔋🔋🔋 Grid batteries are now only c.$125/KWh connected🤯 This assessment is based on a series of expert interviews and storage auction results as of October 2025. 🧵

NEW: How cheap are grid batteries?🔋🔋🔋 Grid batteries are now only c.$125/KWh connected🤯 This assessment is based on a series of expert interviews and storage auction results as of October 2025. 🧵

NEW | As batteries become cheaper and more efficient, costs to store daytime solar are plummeting. Outside China and the US, it now only costs an additional $33/MWh to transform daytime solar into dispatchable nighttime energy 🔋 https://loom.ly/Hbc2VpU

NOVEMBER DATA: Australia got a record 44% of its electricity from solar+wind alone in November💪 ember-energy.org/data/electri...

ThunderSaidEnergy: "World deployed 1,500 GWh of lithium-ion batteries in 2024 1,000 GWh for EVs 175GWh for grid-scale storage. 140GWh for smaller electrical electronic devices Thus, lithium-ion batteries were 80% of all global batteries This year, we predict LFP to reach 70% of lithium batteries"

Every now and then I'll record a podcast and I fret that it's a topic we've covered before, and then all my anxieties are kicked out of the stadium because what we discussed is AMAZING. This is really worth a watch/listen. www.youtube.com/watch?v=Ju3P...

Ember’s @kingsmillbond.bsky.social joins @volts.wtf to discuss how the #ElectrotechRevolution is unstoppable ⚡ 🎧 Listen here: https://www.volts.wtf/p/clean-electrification-is-inevitable#ElectrotechRevolution

**NEW CHINA SOLAR EXPANSION STORY** China has doubled the export of solar cells+wafers to assemble abroad in the last several months. It still exports about the same amount of solar panels. In October - for the first time - it exported more cell+wafers than panels 🧵

NEW OCTOBER DATA: China exported a RECORD $7 billion of EVs China export data for ALL countries and ALL cleantech products updated for October: ember-energy.org/data/china-c...

"The rise of China’s electric truck sector is one of the more under-reported stories in the global energy transition" 💯 apnews.com/article/chin...

This summer, solar has been meeting about 10% of global electricity demand😎

Nearly every panel I spoke on this year ended with the same question: "What gives you hope?" My friends, that question expired years ago. (If you need receipts, my book Saving Us is literally a 300-page answer.) The real question is: How are you PRACTICING hope? Because Greta is right ..

66% of all solar and 69%(!) of all wind installed globally this year, will be installed in China🤯🇨🇳

JOB ALERT! Help build a community of African energy expertise... 🌍

When the #ParisAgreement was signed, a huge global boom in coal was happening, threatening 4 degrees of warming. 10 years later, and coal's generation increased by the FOURTH most. Solar #1, wind #2 💪💪💪

Good thread from Dave about the new IEA "Current Policies Scenario" making a lot of the headlines. Here is a very quick mock-up I made of what this scenario assumes for solar PV additions through to 2035, with historical context. I'll let you decide whether this seems likely.

This is really quite scandalous... the key assumption that means rising oil demand is that EV sales share will be the same in 2050 as in 2024 in EVERY COUNTRY IN THE WORLD (except China+EU) 🤷‍♂️

NEW: Global fossil fuel use will peak before 2030 – unless 'stated policies' are abandoned Contra some terrible news coverage, IEA World Energy Outlook shows coal near peak, oil peaking by 2030 & gas by 2035 (see chart) What's going on? 🧵 + cool charts www.carbonbrief.org/iea-fossil-f...

Read Dave's eye-opening analysis of the IEA's latest energy forecast. If I didn't know better, I'd say the IEA was indulging in outrageous assumptions as a direct result of political pressure.

IT'S LAUNCH DAY FOR @iea.org #WEO TODAY! These are the things you need to know 🧵

IT'S LAUNCH DAY FOR @iea.org #WEO TODAY! These are the things you need to know 🧵

🤡OIL DEMAND WILL KEEP RISING🤡 What are the IEA assumptions that make rising oil demand so improbable?

The @iea.org’s World Energy Outlook is here ❌ Ignore the hype on an extended shelf life for fossil fuels Renewables + electrification = an energy revolution ⚡ Let’s unpack what it all means 🧵1/8

ONE MORE DAY TO THE @IEA #WEO launch! What does it mean? Get the sensible analysis here... Register here: t.co/pVz2Bw4cHt

The #COP30 world leaders summit is about to start, and on this thread I'll be tracking how world leaders address energy transition (specifically fossil fuels) in their speeches. Let's go!

🚨 We’ve updated our open access generative AI model, Faraday, which outputs synthetic smart meter data ❓ This latest version has locational awareness AND is trained on even more of the latest @octopus.energy customer data 🚪 Want access? You can sign up directly - check out details & 🔗 in 🧵

🚨🚨🚨 NEW REPORT ALERT 🚨🚨🚨 @climateanalytics.org has a new report out today that I’m really excited about. It’s all about 1.5ºC... ▶️ Is overshooting 1.5ºC inevitable? ▶️ Can we still get temperatures back below 1.5ºC? ▶️ If so, how? If you’re interested in our findings, buckle up for a mega thread...

Excellent piece to start your day. I loved the parallels @daanwalt3r.bsky.social draws between battery rollout and previous agricultural revolutions. Daan has quickly become one of my favourite authors.

"Electricity is the ultimate perishable good" No longer. Batteries will change the solar harvest, in the same way silos and refrigeration changed the food harvest... but over years, not decades 🔋🍏 "Silos for Sunshine": a great new thoughtpiece💡 ember-energy.org/latest-insig...

Climate change is one of the most serious challenges we face, and I’m committed as ever to supporting breakthroughs that will help the world reach net-zero. ​

NEW: Global offshore wind targets will help to propel a tripling of global offshore wind capacity in just 6 years💪 Although many countries may achieve their 2030 target slightly later than planned, the US is the only country that has effectively deserted its target...🧵

Heat pumps are awesome! Here’s why. drawdown.org/insights/fiv...

Is 2026 the coming-of-age of the industrial heat pump? I really liked this technology tracker... heatpumpingtechnologies.org/project58/fi...

Time for 2025 updates to my annual “opinions about solar” thread. If you like these, you might like the second edition of my book, Solar Power Finance Without The Jargon. A 30% discount code WSQ0437 is valid on publisher website until end of November 2025. www.worldscientific.com/worldscibook...

In renewables making us more energy secure news... www.businessgreen.com/news/4520128...

Useful comparison

"Energy dominance," you say? As of this year, *China is exporting more clean-energy technology than the US is exporting the dirty stuff*. The future is green energy & China, not the US, is set to dominate it.

NEW: GLOBAL RENEWABLES OVERTAKES COAL How the heck did that happen so quickly?!...🧵

China cleantech is shaping Africa's energy🌍 In August, for the first time, Africa imported more $ of EV's from China than it did solar panels🚗🚗🚗

It’s a race .. the old world vs the new, the dirty tech vs the clean, the current superpower vs the next .. no prizes for guessing who is winning the race Source: Bloomberg

In the era-defining US fossil fuels v China clean tech export race there's only one winner, reports @Bloomberg www.bloomberg.com/ne...

There's a growing desire for a product. It happens to be lower carbon. China is meeting it, regardless of where the demand comes from. Gift link: www.bloomberg.com/news/article...

NEW DATASET: China cleantech exports to EVERY COUNTRY in the world, updated monthly. Today, understanding tradeflows of fossil fuels and cleantech is sooo important for policy-makers, and this dataset is treasure trove... 🧵

NEW DATA | China's exports of clean technologies exceeded 20 billion USD for the first time in August📈 We just published a new @ember-energy.org data tool to track exports of EVs, batteries, gridtech etc. on top of our existing tracking of solar exports. 🧵

Grid battery prices fell by 40% last year. Evidence is mounting they falling by around ANOTHER 40% THIS YEAR🤯🤯🤯

Renewables are a masterclass in learning-by-doing. Each doubling of deployment cuts costs via experience curves: better manufacturing, finance & supply chains. Result: Solar now cheapest new power in many regions Falling battery costs enable flexibility Electrification gets more attractive

🚨NARRATIVE SHIFT!🚨 Just when renewables was getting ALL the blame for higher electricity prices... A great scrollytelling from Bloomberg www.bloomberg.com/graphics/202...

🚨NARRATIVE SHIFT!🚨 Just when renewables was getting ALL the blame for higher electricity prices... A great scrollytelling from Bloomberg www.bloomberg.com/graphics/202...