This is what I've been saying for years - there is much more cleantech manufacturing outside China, especially in Europe, Japan, Korea, than the narrative of China's "dominance" suggests.

Öljykriisi näyttä saaneen enegiasiirtymän aivan uuteen vauhtiin.

There are many stories for why oil price remains lower than any expert expected. None of them fully explain it. So let me add one more: capitalists are saying oil is not as important to global economy as energy experts think it is. Certainly not as important as it was in the 1970s or even 2000s.

This is a critical point: *today*, even in countries that don’t introduce policies & measures to support it, consumers can unilaterally enact electrification and demand destruction

I just launched a Substack newsletter. Every week I'll be writing about the energy transition. The first issue is out today. I include a section called Bright Spots — good news from the transition every week. Please subscribe to my Substack below - it is completely free: janrosenow.substack.com

Good morning with good news: Pakistan's solar skyrocketed from ~2% in 2019 to 32.3% in November 2025. Solar output rose ~14x to 36.6 TWh in 12/2025 from 2.6 TWh in 12/2019! 14x in 6 years! Solar jumped to 27.5% in 3/2025 from 15.3% in 3/2024. Twelve-point gain in 12 months. Wow! #energysky

NEW RESEARCH: Up to 90% of industrial energy demand could be electrified with existing & emerging tech. Under high-ambition policy, 51% by 2050 is achievable. 84% under the most enabling assumptions. The technologies exist. The constraint is policy. www.eci.ox.ac.uk/news/industr...

🇪🇺 NEW | Analysis: EU countries with cleanest energy mix to save 58% more on bills than those hooked on fossil fuels 5 countries with highest clean energy share in electricity mix to save up to EUR 8.5 bn in 2026, compared to those w/ dirtiest energy mix energyandcleanair.org/eu-countries...

THREAD: The IEA global energy review 2026 * CO2 record high, but growth nearly ground to halt * Clean energy shaved 3bn tonnes off CO2 * Fossil-fuel power pushed into reverse * Age of Electricity "confirmed" * "Extraordinary" solar growth * Batteries up 40% * EVs up 20% 1/10

3 The need to observe simple rules: no interreference in domestic affairs, no foreign aggression. Very simple. Very true. thewire.in/world/multip...

A striking difference between the 2021-22 and the current fossil fuel crunches is the IEA's response. This time, not a mention of the actual solutions to cut dependence on fossil fuels - clean energy and electrification. This expert letter calls them out for it.

IEA: “Global oil demand is expected to fall by 80,000 barrels per day year-on-year in 2026, revised down from growth of 640,000 barrels per day seen in last month’s report. The pace of decline will subside in our base case forecast, after supplies chains start to normalize from May.”

Péter Magyar: “Our country wants to live again. It wants to be a European country again.”

France 🇫🇷 doubles electrification support to €10bn/year through 2030 — EVs, heat pumps, industry. The reason? The Strait of Hormuz crisis making fossil fuel dependence impossible to ignore. Geopolitical shocks don’t just raise prices. They change what’s politically possible.​​​​​​​​​​​​​​​​

The Iran war is driving a solar boom in the UK. @octopus.energy reports solar sales up 54% in March alone. EDF says residential sales are running at double last spring's rate. Every rooftop solar installation is a vote against fossil fuel price volatility.

Heat batteries are a game changer for decarbonising heat. Polar Night Energy and Lahti Energia Oy have partnered to construct what is expected to become the world’s largest sand-based thermal energy storage system, to be built in Vääksy, Finland. www.environmentenergyleader.com/stories/worl...

Suomessa on 300 miljardin euron vihreän siirtymän investointien pipeline. Tavoitteiden avaaminen tuottaisi isoa epävarmuutta ja hidastaisi investointeja. Mitä mihinkään auttaa se, että poliitikot riitelevät kolme vuotta uudesta tavoitteesta, kun joka tapauksessa pitää keskittyä toimenpiteisiin?

Interesting case of a lead market for a green strategic commodity being secured through reverse auction based government top-up. www.hydrogeninsight.com/policy/india...

Happening in realtime... "Vingroup has told Vietnam's government it wants to ditch ​a plan to build the country's largest LNG-fired power plant and embark on a renewable energy project instead, as ‌the Iran war has boosted the risk of the fuel becoming too expensive" www.reuters.com/sustainabili...

Erinomainen EK:n Jyri Häkämiehen kirjoitus vihreän kasvun mahdollisuuksista Suomelle keskellä globaalia energiakriisiä. ”Puhtaiden ja ekologisten ratkaisujen globaali kysyntä tulee vääjäämättä kasvamaan.” www.hs.fi/paakirjoituk...

Erinomainen EK:n Jyri Häkämiehen kirjoitus vihreän kasvun mahdollisuuksista Suomelle keskellä globaalia energiakriisiä. ”Puhtaiden ja ekologisten ratkaisujen globaali kysyntä tulee vääjäämättä kasvamaan.” www.hs.fi/paakirjoituk...

"Electricity generated from wind and solar is largely insulated from fossil fuel price volatility – once built, the fuel is free." This is what I told @dharna.bsky.social @theguardian.com who published this article. www.theguardian.com/environment/...

NEW ANALYSIS: India's CO2 emissions in 2025 grew at slowest rate in more than two decades 🏭power CO2 down 3.8% ☀️record clean-energy growth 🚗oil demand only up 0.4% 🏗️steel/cement up 8/10% By CREA for CB www.carbonbrief.org/...

Climate change is rightly back on the Democrats' agenda. And thank god for that, since making climate change worse is certainly on the Republicans' to-do list! Thank you @whitehouse.senate.gov and @schumer.senate.gov!

In just over a decade, Chile went from no utility-scale wind or solar at all to having more electricity from these sources than from all fossil fuels combined: In 2000, wind+solar provided 0% of Chile's electricity, fossil fuels 45%.By 2025, wind+solar had risen to 36%, fossil fuels fallen to 28%.

🙏 Faith leaders are vital in crises, supporting communities before and after aid groups arrive. A Finnish church delegation visited South Sudan to see the impact of their parishes’ humanitarian work. 🔗 More: www.kirkonulkomaanapu.fi/en/latest-ne...

“Ignoring climate policy diminishes the ability to defend” - German science council reminds German government that climate policy is increasingly also security policy. Forderung von Sachverständigen – Klimapolitik als Teil von Sicherheitspolitik share.deutschlandradio.de/dlf-audiothe...

Since the closure of USAID an estimated 834,000 people lost their lives as a result of the loss of health assistance. USAID was also one of the largest contributors to conservation ($400m annually). This week on the podcast, Michelle Nijhuis @biographic.bsky.social details the situation a year on.

Tässä Paltalta kaukonäköinen kannanotto viime marraskuulta: raskaan liikenteen päästökauppakustannusten korvaamisen painopiste pitäisi siirtää puhtaan siirtymän tukiin. Latausinfra kuntoon ja sähkörekat liikenteeseen! www.palta.fi/ajankohtaist...

Nyt pitäisi kiihdyttää fossiilisista irtautumista. Sähköistämisen vauhdittaminen ja tietysti puhtaan energian rakentamisen kiihdytys tarpeen.

This is not some lefty, hippy, environmentalist point of view. It's what investors are saying. www.ft.com/content/4696...

Excellent description of what to expect from the oil shock. Only the last stage is missing: price shock will lead to permanent and structural oil and gas demand destruction through clean energy, electrification and energy efficiency measures.

Tämä kirjoitus Smart Bomb Trap on erinomainen kuvaus siitä, miten miten mukamas tarkat pommitukset johtavat poliittiseen sumuun ja johtavat sotkuisiin, loputtomiin sotiin. Iranissa ollaan nyt todella lähellä tätä luisua.

Occurs to me a China / economy reading list is in order. I recommend - Breakneck - Dan Wang Apple in China - Patrick McGee Arriving Today - Christopher Mims (not just China) Private Revolutions - Yuan Yang These all challenge stereotypes. Would love to hear of more.

USAn ja Israelin hyökkäys Iraniin nostaa fossiilienergian hintaa mahdollisesti pitkäksi aikaa. Samalla energiasiirtymä kiihtyy. Riippuvuutta kalliista öljystä ja kaasusta vähennetään puhtaalla sähköntuotannolla ja sähköistämisellä. 1/🛢️

This is Asia's Ukraine moment...

On the real tensions brewing in the Gulf that won’t make it in lazy headlines. Must thank Jadaliyya editors for giving me the space to do this.

USAn ja Israelin hyökkäys Iraniin nostaa fossiilienergian hintaa mahdollisesti pitkäksi aikaa. Samalla energiasiirtymä kiihtyy. Riippuvuutta kalliista öljystä ja kaasusta vähennetään puhtaalla sähköntuotannolla ja sähköistämisellä. 1/🛢️

Vihreä siirtymä syrjäyttää kaivostoimintaa.

Iran war energy shock sparks global push to reduce fossil fuel dependence reut.rs/4cVsHug

Electric vehicles are already cutting 2.3 million barrels of oil demand per day. That's about to double under a business-as-usual scenario this decade. It could go faster if EV sales rise, which there are indications they will at this oil price. 🎁🔗 www.bloomberg.com/news/article...

Heating oil prices are sky-rocketing around the world. The Nordics have understood the risks of using fossil fuels for heating early on and transitioned away from heating oil almost entirely whilst phasing in heat pumps.

Huhut puhtaan energian kuolemasta Yhdysvalloissa ovat ennen aikaisia 👇🏽

Oh those crazy greenies. Well, it turns out that solar and wind need not pass the Hormuz strait. Strategic autonomy in action. The most self-destructive thing Europe could do now is abandon the green transition. And that’s only on geopolitical grounds. www.bloomberg.com/news/article...

European Energy Commissioner Dan Jørgensen has insisted that accelerating renewable energy deployment is the only sustainable path out of the continent’s deepening energy crisis. (Brussels Signal)

The Nordics understood early on that fossil fuel dependency comes with a price: price volatility. They moved full speed ahead on electrification of heat starting decades ago. Today fossil fuel use for heating has dramatically fallen. www.carbonbrief.org/guest-post-h...

10 ottoa Yhdysvaltojen ja Israelin sodasta Iranissa.

👇🏽

europeans when asked to help unblock the strait of hormuz