Dave Jones
@cleanpowerdave.bsky.social
4.5K followers 320 following 430 posts
Build clean power + electrify⚡️ Chief analyst and co-founder of @ember-energy.org. Electricity analyst since 2000, still learning;)
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cleanpowerdave.bsky.social
NEW: Cheaper batteries mean near-24/365 solar is now economic☀️

We analysed 18 years of hourly insolation data at 12 places, to see how close to 24/365 electricity it was possible to get.

The sunniest places get over 90% - and up to 99% - of the way... from just $100/MWh. 🧵
cleanpowerdave.bsky.social
the world goes through phases. this is a less good phase. tomorrow will be different;) hopefully better:)
Reposted by Dave Jones
Reposted by Dave Jones
volts.wtf
"Energy dominance," you say?

As of this year, *China is exporting more clean-energy technology than the US is exporting the dirty stuff*.

The future is green energy & China, not the US, is set to dominate it.
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
cleanpowerdave.bsky.social
oh wow, i didn't realise 2024 was so close!
cleanpowerdave.bsky.social
do you have a view on global
YTD change?
cleanpowerdave.bsky.social
In the EU, a cold, dry and unwindy Q1 led to low renewables generation, which would be expected to bounce back.
cleanpowerdave.bsky.social
The summer in India was less severe than in 2024, which (alongside weaker industrial growth) saw electricity demand growing slowly...
cleanpowerdave.bsky.social
In India, coal generation FELL unexpectedly... but that was partly due to low demand growth caused by milder weather...
cleanpowerdave.bsky.social
India, meanwhile had a bumper solar and wind 6 months...
cleanpowerdave.bsky.social
That's 2 quarters in row of falling gas generation... but at the expense of rising coal generation...
cleanpowerdave.bsky.social
In the US, it's a very different picture... there is little wind growth, and solar growth is far from covering fast-rising electricity demand.

Also higher gas prices meant switching to more dirtier coal generation.
cleanpowerdave.bsky.social
Is China's coal falling structurally? It's hard to call that - but it's definitely at a plateau...
cleanpowerdave.bsky.social
In China, coal fell because of the extraordinary growth in solar - but also in wind...
cleanpowerdave.bsky.social
Enough to push coal use DOWN in China AND India...
cleanpowerdave.bsky.social
And solar capacity new-build in 2025 is beating all records AGAIN:
cleanpowerdave.bsky.social
Solar in some countries is now over a QUARTER of total electricity supply in the first half of the year...
cleanpowerdave.bsky.social
Because SOLAR AND WIND more-than met the rise in global electricity demand in the first half of this year...
cleanpowerdave.bsky.social
NEW: GLOBAL RENEWABLES OVERTAKES COAL

How the heck did that happen so quickly?!...🧵
cleanpowerdave.bsky.social
This dataset is a treasure trove of insights...

LINK: ember-energy.org/data/china-c...

bsky.app/profile/did:...
cleanpowerdave.bsky.social
NEW DATASET: China cleantech exports to EVERY COUNTRY in the world, updated monthly.

Today, understanding tradeflows of fossil fuels and cleantech is sooo important for policy-makers, and this dataset is treasure trove...

🧵
cleanpowerdave.bsky.social
China cleantech is shaping Africa's energy🌍

In August, for the first time, Africa imported more $ of EV's from China than it did solar panels🚗🚗🚗
Reposted by Dave Jones
waynevisser.bsky.social
It’s a race .. the old world vs the new, the dirty tech vs the clean, the current superpower vs the next .. no prizes for guessing who is winning the race

Source: Bloomberg