This is why trends are more important to pay attention to than a blanket "but fossil fuel use is rising". That's the only way to anticipate the turning points. Falling fossil fuel use in the power sector and the WHOLE economy is now possible in China 🇨🇳

NEW | China’s clean energy boom and rapid electrification are creating the conditions for a FOSSIL DECLINE at home and abroad⚡ Fossil use in end-use sectors plateaued in 2015--while electricity use grew 65%, becoming central to 🇨🇳’s energy system. https://loom.ly/psjqvhE

Consumers Energy has 54 data center load interconnection requests. The smallest is 4 megawatts. The larges is 2,200 megawatts. Total capacity: more than 22 gigawatts. halcyon.io/blog/machine...

Energy markets move fast ⚡️ Introducing new market intelligence so you can gain an edge: Large Load Tariff Tracker → 50 tariffs (market leading coverage) Gas Power Plant Tracker → 146 assets / 72GW (up from 65GW in July) Here’s @nathanielbullard.com on how we do it: hubs.la/Q03DMqcr0 #energysky

This is progress. (Though some of it is driven by a slowdown in construction. And in the past, emissions from the power sector have been substantially determined by rainfall and therefore hydro generation over the summer in southern provinces).

@conorsen.bsky.social "Perhaps inevitably, there now exists a Dubai chocolate bar in the shape of a Labubu" @amandamull.bsky.social www.bloomberg.com/news/article...

DENNING: ".. We are in year one of a Trump administration that is determined to crush what he has called the EV 'hoax.'" Ford's plan "must surely trouble even the most committed ideologues to see their anti-EV onslaught hasn’t .. changed the direction of travel." www.bloomberg.com/opinion/arti...

The current ~$350bn run rate for tariff revenues is roughly 0.4% on core PCE (without second-round effects) or a 1.2%-pt hit to aggregate corporate sector margins. So far it looks like most of that is going to inflation.

EVs in America: The ruling party tries to kill them but Detroit keeps trying to build them @opinion.bloomberg.com www.bloomberg.com/opinion/arti...

Mark your calendars: AOL is discontinuing dial-up internet service on September 30 help.aol.com/articles/dia...

A weekly log of mastication activity in Nevada. IYKYK halcyon.io/blog/whatsha...

Great short series from @laurimyllyvirta.bsky.social on China solar (and wind) in the first half of 2025

Important data drop that I've been waiting for on China's massive solar installations in H1: 🌞 solar power capacity additions doubled year-on-year to 212 gigawatts, with total capacity at the end of H1 increasing a whopping 54% year on year

Important details from this story: 1) Yet another news-break by student journalists (this time @theharvardcrimson.bsky.social) www.thecrimson.com/article/2025... 2) Harvard saying "see you in court," not "let's make a deal." 3) Per Garber, WH/MAGA leaked news of a "deal." NYT then ran with it.

At the top, universities changed from engines of upward mobility to zero-sum knife fights among the top 20% of Americans. It does feel like a metaphor for some other areas of American life.

Nice to see this now-canonical @ember-energy.org chart rebuilt by GS, and in @alphaville.ft.com (thanks @robinwigglesworth.ft.com). www.ft.com/content/5a97...

Bunnings launches zero up-front offer for home batteries and rooftop PV #energysky -- via Renew Economy: reneweconomy.com.au/...

I've been reading everything that @mliebreich.bsky.social writes for nearly two decades. His latest doesn't disappoint. about.bnef.com/insights/cle...

This year, India will beat the US on renewables deployment. Its goal to reach 500 GW in carbon-free power capacity by 2030 now looks achievable. www.bloomberg.com/opinion/arti...

Whatever could have caused this

Great reporting of late from @robinsonmeyer.bsky.social on electricity rate hikes. I found another very concrete example just now, in Missouri. A minimum 30% hike, and proportionally more for those at the lowest tiers of consumption. Direct from the @halcyonai.bsky.social feed today...

I wrote something about information products and capturing change. It’s both abstract and technical. Happy reading. halcyon.io/blog/machine...

Diesel market crunch coming *despite* weakening diesel demand in China First natural gas-substitution, now electric. "Electric-powered heavy trucks are rapidly gaining market share in China, driven by subsidies and the quick rollout of chargers, further curbing diesel usage"

A brief observation on data center energy and capacity growth. For years, electricity consumption growth YoY lagged capacity growth. Now, it's nearly 1:1.

I had fun as always on @catalyst-pod.bsky.social this week. There's just so much power sector information to wrassle with these days, some of it deeply useful, some of it silly, all of it public and accessible if you can apply technology to it. podcasts.apple.com/us/podcast/f...

Every week I look into thousands of US regulatory filings on electricity, gas, and water. Sometimes, they contain gems such as Cutie Pie halcyon.io/blog/whatsha...

Fossil gas really is a big source of energy in the US. www.eia.gov/todayinenergy/

ERCOT's Kristi Hobbs told the ERCOT Board the risk of energy emergencies is much lower this summer. We've added about 10,000 megawatts in a year "most of it from solar and batteries, that puts us in a better position." Indeed. 16% chance last summer and 0.48% this summer.

We knew China's rush to install solar and wind was going to be wild but WOW😮. The solar panels & wind turbines China installed in May alone, in a single month, will generarate as much electricity as: -Poland -Sweden -Norway -the UAE -North Carolina&Maryland or -Washington&Wyoming

And relatedly - China had 887 gigawatts of installed solar generation at the end of 2024, and has added another 198 gigawatts through May. Sometime last month, China installed its first terawatt of solar power generation capacity.

Last year, China generated 834 terawatt-hours of solar power. Which is more than the G7 countries generated, and more than the US and EU combined. In fact the only country group that generates more solar power than China is the OECD, all 38 countries of it. Data: @ember-energy.org

Great chart from the @iea.org: EVs and excellent rail transportation are bringing about the peak and decline of oil product consumption in China. If anything, I think this is too conservative on the electrification of heavy duty vehicles (diesel) where there's a lot of headroom.

Midway up the Appalachian Trail, a little country store in Gardners, Pennsylvania, invites hikers to take on an additional challenge: eating a half-gallon of ice cream in one sitting.

My latest newsletter is out - if you subscribe you’ve gotten it already. If you don’t, you should! www.nathanielbullard.com/campaigns/vi...

The US Energy Information Administration expects lower US crude oil output as drilling slows www.wsj.com/business/ene... 🔌💡

I just published an explainer on aerosols and their role in the climate that I've been working on for the past few months! It includes both how aerosols work, how emissions have changed, and how thats driven recent warming: www.carbonbrief.org/...

Singapore passenger vehicle registrations. Chinese brands and German brands are now equal.

In six years solar power has gone from 3.3% of global late Spring power generation to 10.7%. Data @ember-energy.org

This is an interesting (and, uh, dubiously good but what else were they gonna do) new chapter in the Pakistan unruly energy transition story. Original source is PR No. 305 here, on 25 May 2025: www.finance.gov.pk/press_releas...

In 2024, China's total renewable generation grew TWICE as much as it every had done before. It added 494TWh - that's the total electricity demand of Germany🤯

Here's our Stars and Stripes front page from June 6, 1944. Today is the 81st anniversary of the D-Day landings.

Solar supplied 11% of US electricity last month💪☀️

We wrote something cool, and entertaining, and useful, and important at @halcyonai.bsky.social. You should read it - and think about what you'll do with the story it tells. halcyon.io/blog/machine...

Some fun with fuel economy. The fuel cost of driving a given distance has rarely been cheaper relative to wages, thanks in part to higher fuel economy standards.

London has become a cycling city archive.is/8YEjR

Chart quiz: what are we looking at here?

States, rates, arguments, and theories of change. I get a bit philosophical here (discussing electricity rate increases) but for a good cause: understanding what goes into people paying 15% more for power next year, and in years to come. Plus, a chart of course.

Only in Canada (Newfoundland, to be precise)

Quote of the day. The challenged Tariff Orders will be vacated and their operation permanently enjoined.

this is a very specific sort of in-joke, but I keep seeing mentions of the International Economic Emergency Powers Act (IEEPA) and thinking "wow, @ieefainstitute.bsky.social is even more influential than I knew"