Dave Jones
@cleanpowerdave.bsky.social
Build clean power + electrify⚡️ Chief analyst and co-founder of @ember-energy.org. Electricity analyst since 2000, still learning;)
Pinned
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 🧵
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 🧵
Full report: ember-energy.org/latest-insig...
February 10, 2026 at 10:16 AM
Full report: ember-energy.org/latest-insig...
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!
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!
February 10, 2026 at 10:16 AM
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!
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!
A combination.
My point is-- fossil doesn't need battery, it can generate on demand. solar can't, it needs battery.
Therefore please don't go worrying that battery is charging from fossil.
My point is-- fossil doesn't need battery, it can generate on demand. solar can't, it needs battery.
Therefore please don't go worrying that battery is charging from fossil.
February 9, 2026 at 6:31 AM
A combination.
My point is-- fossil doesn't need battery, it can generate on demand. solar can't, it needs battery.
Therefore please don't go worrying that battery is charging from fossil.
My point is-- fossil doesn't need battery, it can generate on demand. solar can't, it needs battery.
Therefore please don't go worrying that battery is charging from fossil.
I'm not sure, but batteries are only being built to store solar into the evening.
oil/gas generation doesn't need to be stored into the evening, those power plants don't switch off when the sun goes down..
oil/gas generation doesn't need to be stored into the evening, those power plants don't switch off when the sun goes down..
February 4, 2026 at 2:25 PM
I'm not sure, but batteries are only being built to store solar into the evening.
oil/gas generation doesn't need to be stored into the evening, those power plants don't switch off when the sun goes down..
oil/gas generation doesn't need to be stored into the evening, those power plants don't switch off when the sun goes down..
..renewables they will actually build by then.
February 4, 2026 at 1:16 PM
..renewables they will actually build by then.
no no no... the batteries are for solar.
the solar is installed already - the latest data isn't in the Ember graphic because Saudi is sooo slow at reporting the electricity data.
there's a genuine massive surge happening on the ground in Saudi.
their 2030 plan is huge - jury still out how much..
the solar is installed already - the latest data isn't in the Ember graphic because Saudi is sooo slow at reporting the electricity data.
there's a genuine massive surge happening on the ground in Saudi.
their 2030 plan is huge - jury still out how much..
February 4, 2026 at 1:16 PM
no no no... the batteries are for solar.
the solar is installed already - the latest data isn't in the Ember graphic because Saudi is sooo slow at reporting the electricity data.
there's a genuine massive surge happening on the ground in Saudi.
their 2030 plan is huge - jury still out how much..
the solar is installed already - the latest data isn't in the Ember graphic because Saudi is sooo slow at reporting the electricity data.
there's a genuine massive surge happening on the ground in Saudi.
their 2030 plan is huge - jury still out how much..
Reposted by Dave Jones
📣 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
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
February 3, 2026 at 4:00 PM
📣 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
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
Reposted by Dave Jones
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?
February 3, 2026 at 5:48 AM
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?
Reposted by Dave Jones
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.
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.
February 2, 2026 at 10:15 AM
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.
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.
Reposted by Dave Jones
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...
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...
January 29, 2026 at 11:44 AM
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...
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)🤯
January 28, 2026 at 10:09 AM
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)🤯
Reposted by Dave Jones
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
January 27, 2026 at 9:57 AM
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
Reposted by Dave Jones
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.
January 27, 2026 at 7:57 AM
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.
working on it.
China cleantech exports now bigger the US fossil exports..
www.bloomberg.com/news/article...
China cleantech exports now bigger the US fossil exports..
www.bloomberg.com/news/article...
China Is Beating the US in the Battle for Energy Export Dominance
China’s exports of clean energy technology hit a record in August, with $20 billion shipped globally.
www.bloomberg.com
January 26, 2026 at 12:18 PM
working on it.
China cleantech exports now bigger the US fossil exports..
www.bloomberg.com/news/article...
China cleantech exports now bigger the US fossil exports..
www.bloomberg.com/news/article...
Detailed data for individual products (HS codes) is also available for download...
ember-energy.org/data/china-c...
ember-energy.org/data/china-c...
January 26, 2026 at 12:14 PM
Detailed data for individual products (HS codes) is also available for download...
ember-energy.org/data/china-c...
ember-energy.org/data/china-c...
China's #cleantech exports hit a record $222b in the last 12 months - including $22 billion in December alone.
Explore monthly $$$ exports by country by product 👇#Opendata
ember-energy.org/data/china-c...
Explore monthly $$$ exports by country by product 👇#Opendata
ember-energy.org/data/china-c...
January 26, 2026 at 12:10 PM
China's #cleantech exports hit a record $222b in the last 12 months - including $22 billion in December alone.
Explore monthly $$$ exports by country by product 👇#Opendata
ember-energy.org/data/china-c...
Explore monthly $$$ exports by country by product 👇#Opendata
ember-energy.org/data/china-c...
Reposted by Dave Jones
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...
claude.ai/public/artif...
Global Energy Transition Ternary Chart 1971–2040
Interactive ternary diagram visualizing energy mix shifts across 20 countries, showing fossil fuel, biomass, and electricity trends from 1971 to 2040 with projections.
claude.ai
January 26, 2026 at 10:48 AM
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...
claude.ai/public/artif...
Reposted by Dave Jones
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...
www.euractiv.com/news/how-the...
January 26, 2026 at 11:30 AM
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...
www.euractiv.com/news/how-the...
Reposted by Dave Jones
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.
They will see is as we see the Victorians before the Factory Acts - scarcely human.
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🧵
Where China built first on coal and gas, India is taking a shortcut >>> read in 5 graphics🧵
January 23, 2026 at 2:01 PM
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.
They will see is as we see the Victorians before the Factory Acts - scarcely human.
it probably will come to no surprise to you that it was made by @cbrucelockhart.bsky.social :)
January 23, 2026 at 1:58 PM
it probably will come to no surprise to you that it was made by @cbrucelockhart.bsky.social :)
Reposted by Dave Jones
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🧵
Where China built first on coal and gas, India is taking a shortcut >>> read in 5 graphics🧵
January 23, 2026 at 1:34 PM
A connected ternary plot in the wild!
Full report here: ember-energy.org/latest-insig...
India’s electrotech fast-track: where China built on coal, India is building on sun | Ember
Cheap electrotech is enabling India to industrialise without the long fossil detour taken by China and the West.
ember-energy.org
January 23, 2026 at 10:51 AM
Full report here: ember-energy.org/latest-insig...
