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.

Solar and wind and batteries exist.

Sunlight travels 93 million miles to reach the earth None of them through the Strait of Hormuz billmckibben.substack.com/p/sunlight-t...

Past fossil-fuel price spikes left import-dependent countries with two options: pay up or cut fuel use. Now there is an alternative in solar and batteries. I looked at recent examples in Europe, Pakistan, Cuba to glean what might happen with the war on Iran. 🎁🔗 www.bloomberg.com/news/article...

Good morning with good news: Battery capacity doubles by 2027 & often firms solar! Utility-scale solar jumps 49% (~70 GW) by 2027! Solar is often low-cost option. Utility-scale solar, small-solar, wind & hydro will generate ~29% of USA's electricity in 2027. ieefa.org/resources/so... #energysky

Meanwhile the price of fuel for solar energy remains the same as it was last week.

Dozens of Illinois cities are locked into coal power contracts for decades to come. These two Chicago suburbs want out.

Solar is cheap, exhibit 3,141,592,653.

Big batteries, little batteries, they're all good batteries, bront. bsky.app/profile/cana...

Why are Petrostate Supporters Desperate? This graphic by @bistline.bsky.social shows US shift from new gas to solar, wind & batteries that took place from ~2010-2025. US installed 54 GW in 2025, 96% clean! The graphic (world is doing same) shows why Petrostate supporters are desperate. #energysky

A giant aluminum smelter recently decided to locate in Oklahoma rather than Kentucky. Why? OK has cheap wind power. KY is stuck with increasingly expensive fossil power.

PGE: we already have Virtual Power Plants at home! The "VPPs":

Battery costs down 60% in two years!! The economics of solar plus storage are tough to beat. The "businessman president" doesn't seem to understand that here in America. Everyone else does. And solar wins.

As more Oregonians install small-scale home-based solar systems, state lawmakers are considering a proposal to establish guidelines for what’s known as “balcony solar.”

fusion is already here, it's just a lot more boring (and widely available) than you think.

No reason for pessimism - this is the fastest energy transition in human history Wind fast Solar faster Growth of dispatch from batteries even faster bsky.app/profile/prof...

The future of U.S. energy isn’t in oil and gas. It’s in the sky. The EIA’s recent energy forecast has shown that solar power is expected to increase by 49% in 2 years - remaining the FASTEST growing energy source in the U.S 🤯

As big batteries take over Australia’s evening peaks, coal and gas are being relegated to increasingly rare, expensive cameo roles. The future grid - everywhere - doesn’t need them and won’t have them reneweconomy.com.au/big-batterie...

“The scale of solar being deployed in such a short period of time has not been seen, I think, anywhere ever before.” This is my take on solar adoption in Pakistan covered by National Geographic. education.nationalgeographic.org/resource/pow...

"Australians have installed more home batteries in the last six months than in the preceding five years combined." Also, they now have three hours of free electricity a day thanks to solar surplus. www.abc.net.au/news/2026-02...

Solar power and a rare desert plant are thriving side-by-side in Nevada — further proof that well-designed arrays can leave ecosystems undisturbed. From @Grist.org:

Let's do this. www.youtube.com/watch?v=KtQ9...

🌱 Frontiers in Environmental Science: Early ecovoltaic grassland restoration under solar panels boosts soil moisture and accelerates carbon and nitrogen gains, especially in runoff microsites. (Noah Z. Krasner, Rebecca R. Hernandez) ▶️ www.frontiersin.org/journals/env... #PlantScience #SoilScience

The Portland General powergrid is dangerously overexposed to gas generation, and thus gas prices, which are quite volatile and rising very quickly. This is driving up the cost of generation, one of the three major components of final home electricity prices. Zero-fuel options exist ☀️

"Global power generation from wind and solar has reached a level that’s equal to total generation from all sources in the United States," reports @gregor.us: www.coldeye.earth/p/down-to-th... 🔌💡

The biggest lie ever sold is that fossil is "firm power."

B A T T E R I E S S O L V E T H I S

China’s electric truck sales just tripled to ~230k units. ~20% of all heavy trucks sold are now electric. This isn’t hitting diesel anymore — it’s hitting gas. Freight is pure economics & electric is already cheaper. When trucks flip, fuel demand collapses fast. This is the real demand destruction.

B A T T E R I E S S O L V E T H I S

"The growth of solar and batteries is now cutting into [California]’s fossil fuel power plant generation. Since 2023, natural gas generation has fallen by 10%," writes @michael-thomas.bsky.social www.distilled.earth/p/solar-and-... 🔌💡

"I think the point is for us in Washington, trying to find, as we wait for BPA, who’s years behind, what are the other things that we can control" www.opb.org/article/2026...

The grids east of the rockies aced this test, and solar, batteries, and wind carried the day.

Even in this country, kicking and screaming, electrotech infrastructure is sprouting: electrek.co/2026/01/25/t...

Fossil power generation, as the name implies, is old, creaky, and unreliable. "The extreme cold caused gas and fuel supply and mechanical issues, resulting in unplanned generator outages and capacity derates" www.bloomberg.com/news/article...

Letting electricians make energy policy is like letting Jiffy Lube guys make transportation policy.

Good morning with good news: New data show that Africa has 2.75 times more solar than thought, thanks to rapidly surging solar built by commercial, industrial & residential customers! ~85% of solar installed in Africa in 2025 was distributed solar! www.afsiasolar.com/data-center/... #energysky

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🧵

In case you for some reason need a bit of good news this week, India--largest country on earth--seems to be taking a decisive turn toward solar energy open.substack.com/pub/billmcki...

On the side of a rural highway in north central Oregon sandwiched between rolling hills of volcanic rock and high desert dotted with livestock, solar and wind farms, about two dozen members of Oregon unions came together to launch a new labor coalition.

Why so few solar installations in Eastern Oregon? They have all of the sun!

Recently, our #NorthernColorado chapter featured Joel Danforth of GRID Alternatives for a discussion of the upcoming Technical Guide to Community-owned Agrivoltaic Solar in Colorado. Check out the recording here: www.youtube.com/watch?v=rhJ2...

But again. I will go back to what I said before. I believe it is very silly to pay good money for a valuable resource just to set it on fire, even if that resource pushes me down the road a few miles. And I believe it's silly because durable things like solar panels and batteries do more work.

Global BESS demand jumps 51% in 2025 as installations top 300 GWh #energysky -- via pv magazine usa:

www.canarymedia.com/articles/sol... More than a year after the storm’s devastation, clean-energy microgrids are springing up in remote areas thanks to a program that could become a national model.

Join us tomorrow evening!

Something incredible is happening: renewables growing faster than fossil sources in every region. No wonder, they're the cheapest & fastest-to-build sources of electricity in human history. Even clearer when you see the hidden driver in this exponential growth of renewables: ☀️ solar 😎 #energysky

Have you heard? Oregon's got a bill to legalize plug-in solar ☀️ thirdact.org/oregon/2026/...

More evidence we’re passing gas Australia’s Shift from Gas to Renewables and The Rise of Batteries Australia’s electricity grids are undergoing a profound transformation, with large-scale batteries rapidly emerging in support of renewables, by-passing the need for gas

Prediction: you're gonna hear a lot about "e-fuel" this year. The new F1 regulations use it, but of course it's silly for use in cars. It's basically a way of turning (a lot of) electricity into carbon-neutral jet fuel. If it comes down in price, that's good news for net zero goals.

One of these days we should get together and end demand for oil and gas and coal.