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 🧵
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.
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.
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!
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 10:51 AM
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🧵
Imagine! How could wind and solar ever compete with fossil fuel electricity across an entire year, across an entire block of 450 million people!?😉
January 22, 2026 at 10:00 AM
Imagine! How could wind and solar ever compete with fossil fuel electricity across an entire year, across an entire block of 450 million people!?😉
A really interesting new trend..
There's HUGE solar panel assembly capacity opening up OUTSIDE of China, using cells+wafers exported from China..
China exported 50GW more solar cells in 2025 than in 2024🤯
There's HUGE solar panel assembly capacity opening up OUTSIDE of China, using cells+wafers exported from China..
China exported 50GW more solar cells in 2025 than in 2024🤯
January 22, 2026 at 9:56 AM
A really interesting new trend..
There's HUGE solar panel assembly capacity opening up OUTSIDE of China, using cells+wafers exported from China..
China exported 50GW more solar cells in 2025 than in 2024🤯
There's HUGE solar panel assembly capacity opening up OUTSIDE of China, using cells+wafers exported from China..
China exported 50GW more solar cells in 2025 than in 2024🤯
Reposted by Dave Jones
Even today, some things can be said with absolute certainty. These lines will never cross again. www.nathanielbullard.com/presentations
January 19, 2026 at 9:56 AM
Even today, some things can be said with absolute certainty. These lines will never cross again. www.nathanielbullard.com/presentations
Reposted by Dave Jones
1/El 61% del incremento de la demanda eléctrica en EEUU ha sido cubierto por la eólica.
Esto es interesante,porque se nos dice q la demanda eléctrica en EEUU está creciendo muy fuerte (es verdad) por centros de datos y demás
Pero con unos 45 GW solares instalados,q es más o menos un 40% del esfuerzo
Esto es interesante,porque se nos dice q la demanda eléctrica en EEUU está creciendo muy fuerte (es verdad) por centros de datos y demás
Pero con unos 45 GW solares instalados,q es más o menos un 40% del esfuerzo
January 16, 2026 at 11:27 AM
1/El 61% del incremento de la demanda eléctrica en EEUU ha sido cubierto por la eólica.
Esto es interesante,porque se nos dice q la demanda eléctrica en EEUU está creciendo muy fuerte (es verdad) por centros de datos y demás
Pero con unos 45 GW solares instalados,q es más o menos un 40% del esfuerzo
Esto es interesante,porque se nos dice q la demanda eléctrica en EEUU está creciendo muy fuerte (es verdad) por centros de datos y demás
Pero con unos 45 GW solares instalados,q es más o menos un 40% del esfuerzo
Dear Battery Industry, I've got you a new slogan 😜🔋
January 16, 2026 at 11:15 AM
Dear Battery Industry, I've got you a new slogan 😜🔋
Reposted by Dave Jones
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 🧵
January 16, 2026 at 10:35 AM
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 🧵
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 🧵
January 16, 2026 at 10:35 AM
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 🧵
Reposted by Dave Jones
Nice!
Empire wind is a huge project. Hopefully orsted also wins in court after winning on Rhode Island’s Revolution wind on the sunrise wind project. If it does big NY offshore wind projects - Empire and Sunrise - get back to building!
www.reuters.com/legal/litiga...
Empire wind is a huge project. Hopefully orsted also wins in court after winning on Rhode Island’s Revolution wind on the sunrise wind project. If it does big NY offshore wind projects - Empire and Sunrise - get back to building!
www.reuters.com/legal/litiga...
US judge allows Equinor to restart New York offshore wind project
A federal judge on Thursday cleared Norwegian offshore wind developer Equinor to resume work on its New York Empire Wind project, which President Donald Trump's administration halted along with four o...
www.reuters.com
January 15, 2026 at 8:20 PM
Nice!
Empire wind is a huge project. Hopefully orsted also wins in court after winning on Rhode Island’s Revolution wind on the sunrise wind project. If it does big NY offshore wind projects - Empire and Sunrise - get back to building!
www.reuters.com/legal/litiga...
Empire wind is a huge project. Hopefully orsted also wins in court after winning on Rhode Island’s Revolution wind on the sunrise wind project. If it does big NY offshore wind projects - Empire and Sunrise - get back to building!
www.reuters.com/legal/litiga...
Reposted by Dave Jones
Do you like charts? Oh yes you do. I've just published hundreds of them, as I do every year. www.nathanielbullard.com/presentations
January 15, 2026 at 12:59 PM
Do you like charts? Oh yes you do. I've just published hundreds of them, as I do every year. www.nathanielbullard.com/presentations
Reposted by Dave Jones
2025 was an exceptional year for the Earth's climate
⬆️ Warmest ocean heat content
⬆️ Tied as second warmest surface temps
⬆️ Second warmest troposphere
⬆️ Record high sea level and GHGs
⬇️ Record low winter Arctic ice
New State of the Climate over at Carbon Brief: www.carbonbrief.org/...
⬆️ Warmest ocean heat content
⬆️ Tied as second warmest surface temps
⬆️ Second warmest troposphere
⬆️ Record high sea level and GHGs
⬇️ Record low winter Arctic ice
New State of the Climate over at Carbon Brief: www.carbonbrief.org/...
January 14, 2026 at 2:53 PM
2025 was an exceptional year for the Earth's climate
⬆️ Warmest ocean heat content
⬆️ Tied as second warmest surface temps
⬆️ Second warmest troposphere
⬆️ Record high sea level and GHGs
⬇️ Record low winter Arctic ice
New State of the Climate over at Carbon Brief: www.carbonbrief.org/...
⬆️ Warmest ocean heat content
⬆️ Tied as second warmest surface temps
⬆️ Second warmest troposphere
⬆️ Record high sea level and GHGs
⬇️ Record low winter Arctic ice
New State of the Climate over at Carbon Brief: www.carbonbrief.org/...
£55/MWh is a fantasy price for gas power.
Even if that's the raw cost (it's not: where's the OPEX + CO2, etc?!) to a gas plant owner, it's not what they charge - wholesale are double this.
Today UK wholesale power price are £80-120/MWh, and have been for much of this winter..
Even if that's the raw cost (it's not: where's the OPEX + CO2, etc?!) to a gas plant owner, it's not what they charge - wholesale are double this.
Today UK wholesale power price are £80-120/MWh, and have been for much of this winter..
January 14, 2026 at 11:17 AM
£55/MWh is a fantasy price for gas power.
Even if that's the raw cost (it's not: where's the OPEX + CO2, etc?!) to a gas plant owner, it's not what they charge - wholesale are double this.
Today UK wholesale power price are £80-120/MWh, and have been for much of this winter..
Even if that's the raw cost (it's not: where's the OPEX + CO2, etc?!) to a gas plant owner, it's not what they charge - wholesale are double this.
Today UK wholesale power price are £80-120/MWh, and have been for much of this winter..
Reassuringly, it is also cheaper than thought.. prices were 19% below the ceiling price💪
Good news for the offshore windustry!
Record breaking new offshore wind results arrived this morning, in the latest UK CfD auction. Eight new projects supported, two new floating sites, 8.4 GW altogether!
Record breaking new offshore wind results arrived this morning, in the latest UK CfD auction. Eight new projects supported, two new floating sites, 8.4 GW altogether!
January 14, 2026 at 8:29 AM
Reassuringly, it is also cheaper than thought.. prices were 19% below the ceiling price💪