AFRICA SOLAR: 7 months later, and still new records are being set☀️ DRC, Egypt, Mozambique, Zambia and Zimbabwe show a particularly new step up...

14 months late, India has finally dropped its 2035 climate goals. Reduction in emissions intensity 2030: 45% 2035: 47% No progress within error margin? Non-fossil power mix 2030: 50% 2035: 60% Very easy to achieve? --- What do you think? www.bloomberg.com/news/article...

Battery is such a game-changer, and nowhere is that more obvious than in California: 2019: daytime solar☀️ 2025: dispatchable solar☀️☀️☀️

DATAPOINT👇

Go Korea! And that's BEFORE the energy crisis...

Massive kudos to India for rapidly building their own solar supply chain - doubling panel manufacturing in just 12 months👏

This is Asia's Ukraine moment...

China's energy weapons: gigantic clean energy bases China's draft five year plan released last week includes both the existing northwestern desert bases, and a new emphasis on bases in the southwestern, hydropower-rich provinces, combining solar, wind and hydro.

Great framing! With the world in a new dangerous place, if one thing is sure, there will be more fossil fuel crises.. nice @fionaharvey.bsky.social ! www.theguardian.com/environment/...

IS WIND STRUGGLING? Not at all. Global deployment rose by +38% last year💪 - 169 GW installed in 2025 - 95% onshore, 5% off - Led by China: +47% to 126GW - Outside China: +17% to 37GW "This momentum is not fading. We expect similar levels to end of this decade." about.bnef.com/insights/cle...

20mbpd went thru the Strait of Hormuz pre-crisis. EV's may "only" displace 1.5mbpd now. But they're just getting starting. Wait until electric trucking takes off;)...

Are electric vehicles denting oil demand? Yes. By how much? 1.5 million barrels of oil a day, according to EV Curve Futurist. Caveat: These estimates are hard, but the numbers are certainly adding up.

China's push toward electrification has reduced its oil exposure, meaning its 1.4 billion-barrel reserves provide 120 days of import cushion. Its dominance of clean energy supply chains also gives it growing leverage as hydrocarbon reliability erodes.

Crazy fossil price spikes--- both Brent oil and TTF gas up 15% right now, compared to Friday's close price...

Streaming right now - me and @bryworthington sharing our thoughts on the conflict in Iran and its implications. www.youtube.com/watch?v=5Gh5...

Whaty what what?!!!?? China wow... 20,000 x 1.5MW charging stations to be built by the end of the year. The electricity is buffered in batteries to minimise grid impact. carnewschina.com/2026/03/05/b...

Why is the Korean economy SOOOOOO affected? Because it imports more of its energy than almost any other country...

JUST ONE YEAR'S OF SOLAR!? In 2025, 82MT of LNG went thru the Strait of Hormuz. That's 1200TWh of gas = about 600TWh of electricity generation if it was used in gas power plants. Meanwhile in 2025, global solar electricity generation rose by about 600TWh ☀️

It's crazy how reliant the world's entire energy system is on one body of water, the Strait of Hormuz, just 20 nautical miles across at its narrowest, and situated in one of the most volatile regions on Earth. Here are the countries most dependent on oil&gas through the strait.

Wow, Thames Water and.. everyone🤮 I highly recommend watching Dirty Business, it's mind blowing. I had no idea English water companies poisoned us so illegally, so consistently, and so recently.. (tho is a bit unfair casting Labour as impotent on this, change is now happening..) t.co/dUpNy8WlSl

I'm so glad Italy is not working on any policies to structurally increase gas demand

interesting that new Green MP Hannah Spencer talks almost entirely about public services, cost of living, NHS, the grind of making ends meet.... and hardly ever mentions ecological/environmental issues.... this is the pivot that scares Labour the most

Solar surged to 15% of South Africa's electricity in December... ..pushing coal to 68%, the lowest on record💪☀️🧵

Cuba is perhaps in the middle of one of the most rapid solar revolutions... Cuba set a record last week, generating 900MW - a 1/3rd of national lunchtime electricity demand! - from solar. Most of this was installed in just the last 12 months💪☀️ How big could it get?!? 🧵

$33 billion, wow! "The price of building large gas plants was once about $1,000 per kilowatt. Based on the projected price tag for the Ohio facility, costs would work out to roughly $3,587 per kilowatt, even higher than recent builds." www.bloomberg.com/news/article...

ENERGY REPORTING IS BROKEN! 6 steps to reframe energy reporting in the Age of Electricity... New analysis from @ember-energy.org Kingsmill Bond team and @mliebreich.bsky.social 1/6🧵

In the battle for our energy future, it's Electrons vs. Molecules. A great primer from @ember-energy.org

🚨 NEW | Counting energy from the perspective of the consumer, rather than the supplier, can help us better understand the dramatic changes sweeping the energy sector today 🔎🌪️⚡️ With this new framework, Ember unpacks 4 key battles for the future of energy 🧵 1/7 👇

China’s entire coal fleet is expected to be retrofitted to become flexible, in just 2 years from now🤯 Just incredible progress, which will enable solar+wind's growth to continue. Really fascinating research out today from @ember-energy.org, do take a read!

📣 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...