📣 New Africa Market Outlook for Solar PV: 2026–2029 report Africa has just recorded its fastest year of solar growth on record, with installations up 54% year-on-year and deployment spreading far beyond early market leaders Download the report: www.globalsolarcouncil.org/resources/af... #AMO2026

Coal power in China: most new coal plants in a decade went online in 2025; plans for new projects reached a record high, with the equivalent of >150 large coal plants proposed. Thankfully permitting slowed so the government is limiting the expansion to a degree. What's going on?

Here comes Germany's heat pump market. A big rally in 2025. Almost 300,000 heat pumps sold in 2025 for the second-highest sales volume ever, by far, and a 55% increase on 2024. It would appear that the market is settling after the frenzy of 2022/2023 and hopefully good things to come in 2026.

The EU battery storage boom continues at record speed🔋 SolarPower Europe's #EUBatteryReview25 reveals the EU installed 27.1 GWh of battery storage capacity in 2025, marking 45% year-on-year growth for the industry Download the report: www.solarpowereurope.org/insights/out...

a BONKERS end to the year for China🇨🇳 wind... in December alone they installed 37GW, almost as much as Texas has installed to date (44GW)🤯

Shout out to Denmark, the Netherlands, and Belgium who are joining Norway in having battery-electric vehicles make up very large proportions of total car sales

New from us - captive coal power plant projects linked to energy intensive industrial plants keep proliferating in Indonesia, jeopardizing the country's targets for coal phase out and net zero emissions, while also messing up energy planning.

China's #cleantech exports hit a record $222b in the last 12 months - including $22 billion in December alone. Explore monthly $$$ exports by country by product 👇#Opendata ember-energy.org/data/china-c...

This is very cool - showing how countries might be transitioning from the primordial soup of bioenergy to the sunlit uplands of electricity via the trough of fossil. A simplification, of course, but what a visual! claude.ai/public/artif...

There has been a momentuous shift in Brussels few took notice of: energy efficiency first, the mantra that ruled the roost of the EU capital's lobbying circuit, is being quietly dropped (and is on track to be supplanted by a new darling term -- electrification) www.euractiv.com/news/how-the...

Future historians - if there should be any - will identify the electrification of everything as the greatest revolution since the industrial one, and the start of a golden era of clean tech. They will see is as we see the Victorians before the Factory Acts - scarcely human.

A connected ternary plot in the wild!

NEW: India is avoiding the fossil fuel detour 🪝 Where China built first on coal and gas, India is taking a shortcut >>> read in 5 graphics🧵

Imagine! How could wind and solar ever compete with fossil fuel electricity across an entire year, across an entire block of 450 million people!?😉

A really interesting new trend.. There's HUGE solar panel assembly capacity opening up OUTSIDE of China, using cells+wafers exported from China.. China exported 50GW more solar cells in 2025 than in 2024🤯

Even today, some things can be said with absolute certainty. These lines will never cross again. www.nathanielbullard.com/presentations

1/El 61% del incremento de la demanda eléctrica en EEUU ha sido cubierto por la eólica. Esto es interesante,porque se nos dice q la demanda eléctrica en EEUU está creciendo muy fuerte (es verdad) por centros de datos y demás Pero con unos 45 GW solares instalados,q es más o menos un 40% del esfuerzo

Dear Battery Industry, I've got you a new slogan 😜🔋

OUT TODAY: Solar met 61% of US electricity demand growth in 2025. Solar met it in the places WHERE demand grew, and increasingly with batteries WHEN demand grew☀️ 1. US elec demand grew by a fast 3.1% in 2025, rising 135TWh, as solar rose 27%, by 83TWh 🧵

OUT TODAY: Solar met 61% of US electricity demand growth in 2025. Solar met it in the places WHERE demand grew, and increasingly with batteries WHEN demand grew☀️ 1. US elec demand grew by a fast 3.1% in 2025, rising 135TWh, as solar rose 27%, by 83TWh 🧵

Nice! Empire wind is a huge project. Hopefully orsted also wins in court after winning on Rhode Island’s Revolution wind on the sunrise wind project. If it does big NY offshore wind projects - Empire and Sunrise - get back to building! www.reuters.com/legal/litiga...

Do you like charts? Oh yes you do. I've just published hundreds of them, as I do every year. www.nathanielbullard.com/presentations

2025 was an exceptional year for the Earth's climate ⬆️ Warmest ocean heat content ⬆️ Tied as second warmest surface temps ⬆️ Second warmest troposphere ⬆️ Record high sea level and GHGs ⬇️ Record low winter Arctic ice New State of the Climate over at Carbon Brief: www.carbonbrief.org/...

£55/MWh is a fantasy price for gas power. Even if that's the raw cost (it's not: where's the OPEX + CO2, etc?!) to a gas plant owner, it's not what they charge - wholesale are double this. Today UK wholesale power price are £80-120/MWh, and have been for much of this winter..

Reassuringly, it is also cheaper than thought.. prices were 19% below the ceiling price💪

EGYPT: +500MW of solar appearing in the last few months just outside of Luxor☀️ It was inaugurated by Egypt's Prime Minister this week as Egypt seeks to raise renewables from 10% of electricity mix in 2024 to 42% by 2030💪 t.co/WMmEClpNZC

NEW: Coal-fired power generation fell in both China and India in 2025, for the first time since 1973. The drop came after record clean energy additions in both countries, and was the first time that clean energy was a major driver of falling coal power use.

A coordinated assault on critical heat, water, and electricity lifelines serving a city of several million people during freezing temperatures is a calculated cruelty. Such a barbaric 'strategy' must not be allowed to succeed. kyivindependent.com/4-injured-ru...

incredible🤯

NEW by @drsimevans.carbonbrief.org for @carbonbrief.org Analysis: World’s biggest historic polluter – the US – is pulling out of UN climate treaty "the largest contribution to the Earth’s warming climate by far" www.carbonbrief.org/analysis-wor...

A milestone we didn't want to see - Russia has made one trillion euros on fossil fuel exports since the start of the full-scale invasion of Ukraine. All the more reason to shift away from dependence on dirty energy and to strengthen sanctions on Russia.

So far 10 countries with data for December available.

THE EV LEAPFROG 🐸🚘 New records in November 2025 for Chinese EV imports: - $1220m in Latin America - $859m in ASEAN - $755m in Middle East - $188m in Africa Free China cleantech export data: ember-energy.org/data/china-c...

Well-installed heat pumps installed in the UK today achieve on average a 64% higher efficiency than those during the early trials 15 years ago. It is testament to the brilliant installers and to the technology getting better. More in our recent paper: www.sciencedirect.com/science/arti...

BNEF+IEA say 2026 will install less solar than in 2025. Here are caveats: 1. They say by a small margin: BNEF=1% fall, IEA 9% fall. 2. There's huge uncertainty (so may not happen). 3. If additions are unchanged in 2025 to 2026, it will still add 25%(!) to cumulative capacity.

NEW RECORD: Africa imports 2GW of solar panels for the first time in a month. And this is happening EVERYWHERE in Africa...

NEW RECORD: Africa imports 2GW of solar panels for the first time in a month. And this is happening EVERYWHERE in Africa...

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😎