Australia posted another #EV record. May 2026 results: • BEV share: 19.9% (record) • EV share (BEV + PHEV): 28.6% • BEV sales: +111.6% YoY • Overall auto market: -2.3% YoY Petrol sales fell ~30% YoY. Diesel sales fell ~26% YoY. Three consecutive monthly BEV share records (March, April, May).

Gas spent 20 years owning the evening peak. Batteries took a year to crash the party. That's disruption. Not gradual, but a rapid shift in who supplies grid's most valuable hours. The battle was never about total generation. It was about the peak & batteries are winning it. #Bettrification #BESS

Most people know Kenya for wildlife. Far fewer know it already operates one of the cleanest electricity systems on Earth. Around 91% of electricity now comes from renewable sources, while fossil generation has fallen from roughly 48% in 2010 to around 10% in 2025. #Bettrification

While much of the world still associates Africa with energy poverty, Kenya quietly built one of the cleanest electricity systems on the planet. ~90% renewable electricity. ~40% geothermal. ~10% fossil generation. A reminder that energy leadership isn't always coming from where people expect.

France’s largest renewable energy project is no longer hydro. It’s offshore wind. Centre Manche 2 (AO8) is a 1.5 GW offshore wind mega-project off Normandy, expected to generate ~6 TWh annually and power over 1 million homes. What makes this fascinating isn’t merely the scale. #Wind #SWB

or decades France’s nuclear fleet defined the concept of “baseload” power. Now something remarkable is happening across Europe. French reactors are increasingly bending around midday solar. Not because nuclear suddenly became weak. Not because demand collapsed.

😱 WHERE WILL ALL THE ELECTRICITY COME FROM?? EVs + AI + Data + Crypto + Chargers TOO MUCH DEMAND? POWER IS BEING BUILT! 🌞🌬️ Solar/Wind cheapest/fastest Record capacity yearly Grids + storage balance Electric trucks 🚛⚡ Cleaner. Cheaper. Future 🔥 #EVs #Renewables #BESS

Most people still see #batteries as a niche tech. Meanwhile Australia on track to grow home battery capacity from ~5 GWh to ~13 GWh in 2026, while leading the world with 2.14 GWh of battery storage per million ppl, over 4x the US. This is transformational disruption unfolding. #Bettrification

Ember reports utility-scale #solar at just $43/MWh. Add batteries to shift half that generation into the evening & cost rises by only $33/MWh, delivering dispatchable solar for around $76/MWh. That crushes the entire "we need 24/7 fossil baseload" argument. Cost wins. #BESS #SWB

Renewables drive retail electricity prices down. ↓ up to 10.7% for households. ↓ up to 20.9% for small business Reductions part of the Australian Energy Regulator's 2026-27 pricing determination, driven by lower wholesale electricity costs as wind, solar & battery storage expand across the grid.

In NSW, Australia, the 170-metre coal stacks of the former Liddell Coal Power Station came crashing down this week, while a giant battery project rises beside the site. That’s not symbolism anymore. That’s the future physically replacing the past, live. $Bettrification #BESS

Nothing triggers the "renewables are collapsing civilisation" crowd harder than a UK generation chart showing renewables now comfortably above 50%. ⚫ Coal already dead ↓ 🔥 Gas losing margin-setting dominance ↓ ☀️ Wind, solar & batteries scaling fast ↑ ☢️ Nuclear sliding ↓

UK proved something fossil & nuclear hardliners desperately don’t want to admit: A modern industrial economy can rapidly reorganise its grid around wind, renewables, storage & flexibility faster than most “experts” predicted. Coal collapsed. Wind took the crown. System stable. #Bettrification

The most interesting takeaway regarding US energy isn't that solar, wind & batteries dominate new power additions. It's that they're doing it while the U.S. is governed by arguably the most renewables-hostile administration in modern history. Yet.... despite the rhetoric.

Most energy debates are trapped in a scarcity mindset. Humanity uses ~20 TW. The Sun delivers ~170,000 TW to Earth continuously. We don't have an energy shortage — just a capture, storage & distribution challenge. We're learning to tap a star. Cost always wins. #SWB

Poland from a ~92% fossil (mostly coal) grid to ~68% fossil & renewables from ~8% to ~30%. For over a century, coal wasn’t just fuel — it powered industrial growth, energy security, entire communities & became woven into Poland’s identity. Coal: "You'll never replace me." Solar: "Hold my pierogi."

EV charging infra is often blamed as the key barrier to high EV adoption. Norway (~99% EV sales, ~40% fleet) ranks lower than expected not cuz infra failed, but cuz adoption exploded—spiking charger utilisation. China: 1 public charger per 8-9 EVs for 40M+ NEVs = incomprehensible deployment scale.

We don’t need to replace 600 EJ of fossil energy. We need to stop wasting it. Fossil systems lose ~2/3 as heat. Electrification delivers energy directly into work, cutting total demand ~40–50%. The transition isn’t bigger than we think. It’s smaller. #SWB #Bettrification

IEA spent 20 years underestimating solar. Today’s “aggressive” forecasts? Probably tomorrow’s conservative ones. Biggest mistake: assuming today’s assumptions survive a decade of disruption. By 2035, much of what’s obvious now will look quaint. The age of #Bettrification is here today, not in 2050.

The sun sets. But the battery doesn’t care anymore. Storage costs dropped 27% in one year. 24/7 solar is no longer a fantasy. It's becoming economics while renewables now compete with gas. The fossil fuel era didn’t end with solar panels. It ends with batteries. #Bettrification

The most fascinating part of Pakistan’s solar boom may not actually be the solar panels. It’s what happens NEXT. Because once millions of households and businesses start generating their own electricity, the entire logic of the traditional power system begins to change.

Syria’s energy revolution isn’t in the charts—it’s on rooftops. No policy, just grit + necessity. Cheap batteries + affordable Chinese panels + zero red tape = bottom-up solar faster than any plan. History’s first glimpse of what happens > weak grids meet real decentralisations.

When I first came across the 2025 Aleppo rooftop images, I double checked they weren’t AI generated. They weren’t.. Go ahead and check. What you’re looking at is a stunning, bottom-up energy transition unfolding in real time, rooftop by rooftop, across war-torn Syria.

Nigeria’s energy transition is accelerating, not cause of ideology, but because diesel dependence is becoming economically brutal. With 232M people, chronic blackouts & oil shocks hitting wallets, only solar + batteries make any sense. Pain is often the catalyst for disruption. #Bettrification

Nigeria may become one of the most important energy transition stories of the decade. Not because renewables already dominate, but because 232M people, chronic blackouts, diesel dependence and rising fuel volatility are creating powerful incentives for solar + batteries.⚡🔋 #SWB #Bettrification

Solar alone is now around 10–11% of China’s electricity generation depending on season/month, with #wind + #solar together already pushing above 25% in some periods. And it’s still scaling insanely fast. Nuclear is the seasoning. #Renewables & #BESS storage are the main course. #Bettrification

Canada’s biggest wind project now underway is the Boralex Des Neiges Wind Farms project in Québec. 👉 1,200 MW total planned capacity 👉 Split across 3 x 400 MW sectors 👉 Enough to power ~140,000 homes 👉 Backed by Hydro-Québec + major regional partners 👉 Construction launched in 2026 #Bettrification

Canada isn’t a nuclear blueprint. It’s a hydro system. ~55% hydro, ~13% nuclear, ~9% wind+solar. When rainfall dips, fossil fills the gap. Wind is scaling to stabilise the system. Solar still marginal, with upside if policy shifts. Staying clean is the challenge. System reality. #Bettrification

China switched on the world’s largest open-sea offshore solar farm in late 2025. 2.3M panels. 2,934 steel platforms. Built offshore to survive force-11 gales & sea ice. Powers ~2.67M people. And yes… they’re farming fish underneath it too. Solar above. Food below. Fossils below both.

For 25 years Cuba’s grid barely changed. Fossil fuels stayed above 90%, blackouts worsened, and aging infrastructure kept breaking down. Now solar is suddenly bending upward. Not ideology. System stress. The early signs of forced #SWB decentralisation are appearing. 🇨🇺⚡ #Solar #Bettrification

Australia’s plugin vehicle market hit 26.7% share in April 2026, with 25,087 plugin vehicles sold. That includes both BEVs and PHEVs, showing the disruption curve is steepening fast as electrification spreads across more segments of the market. #EVs

Switzerland is building a 2.1 GWh flow battery. Enough to power ~210,000 homes for a day, or ~20,000 for 10 days. This isn’t short-term storage. It’s long-duration energy designed to stabilise renewables and replace fossil backup. Filling the gap LFP leaves open. System scales.

There’s much more to Norway than just 99% EV sales. It’s been a renewable energy superpower for decades. They didn’t transition. They started clean. ~98–99% renewable electricity, built on hydro, now scaling wind. Fossil never mattered. This isn’t theory. It’s a working system.

Pakistan may be accidentally building one of the world’s first decentralised #solar economies. The craziest part? Real scale barely shows in official stats. Imported 51.5 GW solar panels by late 2025—nearly = entire grid. Yet registered net-metered rooftop solar just 5.3–6.8 GW. #Bettrification

China crossed a line the global auto industry may never recover from. NEV retail penetration hit 61.4% in April. That means ICE is now fighting over less than 40% of the world’s largest auto market. This is no longer “#EV growth.” It’s industrial-scale system replacement. #Bettrification

Solar, wind & batteries are beginning to do what critics claimed was impossible: Push national electricity prices DOWN at country scale. Spain may be one of the first major real-world examples of the new energy system structurally undercutting fossil-driven power markets. #SWB

Spain is another fascinating EU market. Built on nuclear, scaled by wind, with hydro declining and fossil squeezed. Then #solar arrived. From ~0% to 22%, now surpassing nuclear and climbing the exponential curve. Wind built the base. Solar bent the curve. Nuclear held the floor. #Bettrification

1974: oil prices ~4×. One option: nuclear. 2026: solar scaling ~10× faster. Multiple off-ramps. Oil may not spike the same. But the system break will be bigger than anything in history. This time, it doesn’t rebuild. It gets replaced. #Bettrification #SWB Enjoy my take 👇

Solar is now the fastest growing source of electricity in human history. ☀️ In just a couple of decades it went from almost nothing to the world’s 4th largest source of electricity, overtaking both nuclear and wind. This is how the old world fades and a new energy order emerges. ⚡ #Bettrification

Welcome to Australia’s biggest solar farm. Western Downs Green Power Hub in Queensland. 👉 460 MWp solar 👉 ~1 million solar panels 👉 ~1,080 GWh/year generation 👉 Power for ~235,000 homes 👉 Battery 845 MW / 2.3 GWh System-scale infrastructure replacing old energy model. #Bettrification #Solar

Happy 100th birthday to a living legend, Sir David Attenborough. 🌍 “We often talk of saving the planet… we must do these things to save ourselves.” That’s the core of #Bettrification. Better systems: 👉 cleaner 👉 more resilient 👉 more abundant 👉 decentralised 👉 sustainable Cost always wins. ⚡

The mic drop phase of the global energy landscape. IRENA’s latest report shows the transition crossed another threshold: 24/7 solar, wind & batteries are now cost competitive with fossil generation across most regions. Not “sometime later.” Now. #Bettrification #SWB www.irena.org/Publications...

China’s April 2026 NEV sales delivered an unusual, bullish signal. → ~1.14M passenger NEVs wholesaled → +42% YoY → +1% MoM → Retail penetration pushed above 60% Historically, April has almost always been a pullback month after the March rebound. This time, sales kept rising. #Bettrification #EVs

Largest single #EV truck order in US history (possibly worldwide). 👉 370 Tesla Semis 👉 ~$100M deal 👉 First 50 units arrive in 2026 👉 Full deployment by end-2027 More than 300 trucks tied to Port of Oakland operations with megawatt charging infrastructure already planned.

Australia just smashed another EV record. 🇦🇺 👉 16.46% of all new car sales in April were EVs 👉 Up from just 6.6% a year ago 👉 15,459 EVs sold in a single month 👉 BYD now leading the market surge This is what exponential adoption looks like. Not slow transition. Not “maybe someday.” Replacement.

I’ve been a lithium bull since 2017, so I figured this Fear & Greed Lithium Cycle graphic might help some of the newer crowd understand just how violent & psychological these commodity cycles can be. What drives them isn’t just supply & demand. It’s sentiment overshooting reality in both directions.

The case for #EV trucks in Australia gets stronger by the day. Every time I switch on the news, there’s another story of diesel truckies struggling to cover monthly fuel bills. Some are in tears... The pump pain is real. And it’s exactly why the economics are shifting so fast. #Bettrification

We don’t need to replace 600 EJ of fossil energy. We need to stop wasting most of it. Fossil systems lose ~2/3 as heat. Electrification delivers energy directly into work, cutting total demand ~40-50%. The transition isn’t bigger than we think. It’s smaller. #Solar #Wind #BESS #EVs #Bettrification

This robot installs 80 panels/hour. One every 45 sec. 1,920/day ≈ 0.0008 GW/day per line. Sounds small. It’s not. Scale this across thousands of lines and #solar becomes manufacturing, not construction. 👉 10,000 lines = 8 GW/day. That’s HOW China is winning the energy game.

This is a BIG signal. EVs are now holding value while ICE cars are depreciating up to 5x faster. That flips buyer behaviour. Owners hold longer, new demand weakens, automakers cut production, margins get squeezed. Meanwhile EV demand accelerates. The loop has begun. #RIPICE #EVs #Bettrification