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!

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🚨🚨🚨 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...

my takeaway from climate week nyc is that "climate storytelling" is a little too much "we must reimagine our deepest souls in relationship to mother nature and the moral abyss of the polycrisis into which we must now stare" and not enough "ok but get a heat pump"

Some of the most interesting trends in electric car sales are in developing countries, here Indonesia. When price parity is reached & energy security is a concern, EVs will take off in the developing world. Check some charts here (mainly developed countries) robbieandrew.github.io/carsales/

Now that China's new climate targets are out, here's a comparison to IPCC scenarios. The 2030 and 2035 targets are weak even compared to the median of 3-degree scenarios, which would entail devastating climate impacts, but the long-term 2060 target is in line with 2 degrees.

It's out! It's a great read! Highly recommended 💪 Now can someone do the same for battery? 🔋🔋🔋 Solar is giving the world **cheap daytime** electricity. Battery changes the game: it gives that solar electricity**when you need it**. ..

Tales of woe from Climate Week got you down? Join us in this deep look at an "electrotech revolution" outside the US that is reshaping geopolitics. There is MUCH to be optimistic about!

One country has pledged to reduce this line. One country has pledged to increase this line. And what makes me laugh is the thousands of Americans that constantly tweet about how much coal China uses😂

The bleakest thing about the bleak af Global Energy Outlook from BP is that it doesn't seem to realise how bleak it is. www.businessgreen.com/news/4519581...

Why are interconnectors important? Europe's biggest power plant, Bełchatów, suddenly disconnected in 2021. Because Poland's grid is synchronised with the rest of Europe, an immediate, commensurate rise of 3500MW(!) in electricity from its interconnectors. Pretty cool, huh!?

The story of 2025 is China's solar growth🤯

WHY HAVE HAVE BATTERIES BECOME SOOOOOOO GOOD IN THE LAST 12 MONTHS? Richard waited very patiently through my 2 minute tirade😂..

Say no more www.bnef.com/analyst-reac...

China: "We will strive to expand wind and solar power to 3,600 GW by 2035". Is that impressive? If China continues installing at the very high 2024 rate (278GW of solar and 80GW of wind), they actually hit 3,600 in 2030. So 3,600GW actually implies HALVING the buildrate to 2035. ..

China has explicitly named solar, wind and EVs at the heart of its NDC. Solar and wind are not a scam, they are the real deal💪

FULL TEXT: Unofficial transcript of remarks delivered by China's president Xi Jinping to the UN climate action summit, including the outlines of China's 2035 climate pledge docs.google.com/docu...

It was just delivered by President Xi at the UN climate summit in New York by video english.news.cn/20250925/326...

China NDC for 2035 -Net economy wide GHG emissions by 7-10% from peak levels Increase share of non-fossil fuels in total energy consumption to over 30% -Expand installed capacity of wind and solar power to over 6x the 2020 levels, striving to bring the total to 3600 GW

Where is the rest of the world?!

Chinese government's new regulation look to electrify more of the country's steel production, which will increasingly powered by clean power. The result is China's new plan will mean lower emissions and greener steel. www.bnef.com/analyst-reac...

SNEAK PREVIEW: What REALLY happens inside Ember?😂

The world can move from coal power to clean energy, and our Solutions Bank shows how. Featuring 1️⃣7️⃣case studies from 5️⃣ continents, this Bank will contribute to the Action Agenda for COP30. Launching today at #ClimateWeekNYC. Find out more here ⏩ poweringpastcoal.org/solutions-ba...

AGRIVOLTAICS... everything about it is amazing... except for the name 🤮😂

I love this image: how solar plus batteries can push out fossil fuel from the bottom up.

Saving a liveable planet AND freeing yourself from dependency on a bullying neighbour. Wins all round - except for the bully and fossil fuel companies.

NEW: Mexico could displace ALL US gas imports for power generation, with solar and batteries ☀️ The country’s abundant sunshine means it can become a global solar superpower and boost its energy security at the same time:)

China's ICE new car sales peaked in 2017. Seven years later, they had fallen by 48%🤯

I had to triplecheck this because I didn't believe it... All of the world's discovered reserves of fossil fuels = the same energy as just 5 days of sunlight hitting the Earth🤯 Solar power is basically unlimited🤷‍♂️