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Gavin Maguire @gavinjmaguire.bsky.social · 4d

Although overshadowed so far by booming data center demand and the U.S. government's gutting of clean energy policies, California's rapid scaling of solar farms and battery systems may yet emerge as 2025's most significant power story:

www.reuters.com/markets/comm...

California's solar and battery combo packs a transformational punch

Although overshadowed so far by booming data center demand and the U.S. government's gutting of clean energy policies, California's rapid scaling of solar farms and battery systems may yet emerge as 2025's most significant power story.

www.reuters.com

Gavin Maguire @gavinjmaguire.bsky.social · 5d

Very important story on how Pakistan's solar boom is accelerating water table depletion in rural areas:

www.reuters.com/sustainabili...

Solar-powered farming is digging Pakistan into a water catastrophe

Karamat Ali's cows and buffalos once provided his multi-generational family with milk. But earlier this year, the 61-year-old sold about a dozen bovine - and spent the proceeds on a set of solar panels.

www.reuters.com

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Gavin Maguire @gavinjmaguire.bsky.social · 5d

Italy's enduring economic malaise is resulting in the lowest emissions from its power sector in decades.
But climate activists should beware that planned measures to boost the economy could trigger a swift U-turn in pollution trends.
More: www.reuters.com/markets/euro...

Italy's economic woes have a climate upside, for now

Italy's enduring economic malaise is resulting in the lowest emissions from its power sector in decades. But climate activists should beware that planned measures to boost the economy could trigger a swift U-turn in pollution trends.

www.reuters.com

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Gavin Maguire @gavinjmaguire.bsky.social · 12d

Turkey's skilled workforce and low energy costs have made it a popular destination for businesses looking to develop supply chains on the doorstep of both Europe and Central Asia. But the industrial boom has come with a stiff pollution penalty.

www.reuters.com/markets/comm...

Turkey's nearshoring boom comes with a climate catch

Turkey's skilled workforce and low energy costs have made it a popular destination for businesses looking to develop supply chains on the doorstep of both Europe and Central Asia. But the industrial boom has come with a stiff pollution penalty.

www.reuters.com

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Gavin Maguire @gavinjmaguire.bsky.social · 13d

Climate watchers need to look beyond China to gain a full read on global emissions trends tied to energy extraction and generation.

Meet the Dirty Dozen:
www.reuters.com/markets/comm...

Using the Dirty Dozen to track global energy emissions potential

Climate watchers need to look beyond China to gain a full read on global emissions trends tied to energy extraction and generation.

www.reuters.com

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Gavin Maguire @gavinjmaguire.bsky.social · Sep 4

US gas power capacity is set to jump while capacity plans for solar & wind are being trimmed back.

That's what the latest data from @globalenergymon.bsky.social shows.

More in today's column:
www.reuters.com/markets/comm...

US gas power capacity set for big jump as renewables growth slows

U.S. power developers are planning to sharply boost natural gas and hydropower generation capacity and are cutting back on plans to add new solar and wind farms, according to recent data on the U.S. power capacity pipeline.

www.reuters.com

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Gavin Maguire @gavinjmaguire.bsky.social · Sep 3

India's public flogging over its imports of sanctioned Russian oil has been a painful reminder that energy policy is a matter of national security, increasing the attractiveness of domestic energy sources.

More in today's column:
www.reuters.com/world/india/...

The energy transition is now a national security issue. Just ask India

India's public flogging over its imports of sanctioned Russian oil has been a painful reminder that energy policy is a matter of national security, increasing the attractiveness of domestic energy sources.

www.reuters.com

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Gavin Maguire @gavinjmaguire.bsky.social · Aug 27

There's good news and bad news for climate trackers following U.S. power generation and emissions trends:

www.reuters.com/markets/comm...

US fossil fuel electricity output and emissions hit 2025 peaks

There's good news and bad news for climate trackers following U.S. power generation and emissions trends.

www.reuters.com

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Gavin Maguire @gavinjmaguire.bsky.social · Aug 26

Fossil fuels generated a record low share of Japan's utility-scale electricity supplies over the first half of 2025, marking an important milestone in the energy transition momentum of one of the world's largest fossil fuel consumers.

More in today's column:
www.reuters.com/markets/comm...

Japan's utilities cut fossil fuel electricity share to new lows

Fossil fuels generated a record low share of Japan's utility-scale electricity supplies over the first half of 2025, marking an important milestone in the energy transition momentum of one of the world's largest fossil fuel consumers.

www.reuters.com

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Gavin Maguire @gavinjmaguire.bsky.social · Aug 21

Charting the projected US power capacity mix through 2035:

www.reuters.com/business/ene...
Reuters Open Interest

Gavin Maguire @gavinjmaguire.bsky.social · Aug 20

More in today's column, which leans heavily on data from @globalenergymon.bsky.social

www.reuters.com/markets/comm...

US gas-heavy power pipeline set to stoke LNG exporter tensions

U.S. power firms are building out the most gas-fired power generation capacity globally, which will cement the country's position as by far the world's largest natural gas consumer and gas-fired power producer.

www.reuters.com

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Gavin Maguire @gavinjmaguire.bsky.social · Aug 20

Growing competition for U.S. natural gas by power firms and LNG exporters could also drive up natural gas prices, which may thwart efforts to reduce power bills for homes and businesses and undermine the competitiveness of U.S. LNG on world markets.

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Gavin Maguire @gavinjmaguire.bsky.social · Aug 20

But the growing reliance on natural gas for domestic power generation also stands to stoke tensions with the fast-growing LNG export sector, which is banking on access to abundant and cheap natural gas to drive further expansion.

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Gavin Maguire @gavinjmaguire.bsky.social · Aug 20

U.S. power firms are building out the most gas-fired power generation capacity globally, which will cement the country's position as by far the world's largest natural gas consumer and gas-fired power producer.

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Gavin Maguire @gavinjmaguire.bsky.social · Aug 15

Here's a refresher on Russia's commodities clout ahead of the Trump-Putin talks:

www.reuters.com/markets/comm...

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Gavin Maguire @gavinjmaguire.bsky.social · Aug 14

Today's column breaks down the key trends and data points covering the U.S. natural gas market so far this year and going forward:

www.reuters.com/markets/comm...

Key US natural gas trends to track as LNG exports hit new highs

U.S. exports of LNG have scaled new highs so far this year, rising by over 20% from the same months in 2024 to cement the U.S.' position as the world's largest supplier of the super-chilled fuel.

www.reuters.com

Gavin Maguire @gavinjmaguire.bsky.social · Aug 14

Gas prices for all major consumers have also increased notably from 2024, but are still holding below previous records scaled around 2022-2023.

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Gavin Maguire @gavinjmaguire.bsky.social · Aug 14

Demand for U.S. natural gas has also climbed to record highs among commercial and industrial users, which has helped lift total U.S. gas consumption by the largest gas users by 5% from the year before to new all-time highs.

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Gavin Maguire @gavinjmaguire.bsky.social · Aug 14

Key US natural gas trends to track as LNG exports hit new highs:

U.S. exports of LNG have scaled new highs so far this year, rising by over 20% from the same months in 2024 to cement the U.S.' position as the world's largest supplier of the super-chilled fuel.

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Gavin Maguire @gavinjmaguire.bsky.social · Aug 6

Today's column breaks down the key national and state-level trends within the U.S. solar market as of mid-2025.

www.reuters.com/business/ene...

US solar capacity slowed but not stopped by Trump policy u-turn

U.S. President Donald Trump's scrapping of subsidies and tax breaks for renewable energy developers has stalled but not derailed solar power capacity growth across the United States.

www.reuters.com

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Gavin Maguire @gavinjmaguire.bsky.social · Aug 6

What's more, with federal tax credits for solar systems to be cut from 2026, power developers are likely to accelerate the pace of solar system roll-outs before the end of the year, which could boost the overall annual growth rate.

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Gavin Maguire @gavinjmaguire.bsky.social · Aug 6

However, given the strong anti-renewables stance by the Trump administration and the resulting policy uncertainty for power developers, the fact that capacity still climbed this year will be viewed as a win for clean energy advocates.

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Gavin Maguire @gavinjmaguire.bsky.social · Aug 6

Through the opening half of 2025, installed capacity of utility-scale solar systems has expanded by around 10% from the year before, data from energy data portal Cleanview shows.

That expansion pace is well down from the 33% increase in 2024 and an average annual growth rate of 29% since 2015.

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Gavin Maguire @gavinjmaguire.bsky.social · Aug 6

U.S. President Donald Trump's scrapping of subsidies and tax breaks for renewable energy developers has stalled but not derailed solar power capacity growth across the United States.

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Gavin Maguire @gavinjmaguire.bsky.social · Jul 24

Global utilities generated a record amount of clean electricity while cutting output from fossil fuels during the opening half of 2025, maintaining the momentum of international efforts to cut back on fossil fuel use in energy production.

Here's where things stand:

www.reuters.com/business/ene...

A mid-year check-up on global energy transition progress

Global utilities generated a record amount of clean electricity while cutting output from fossil fuels during the opening half of 2025, thereby maintaining the momentum of international efforts to cut back on fossil fuel use in energy production.

www.reuters.com

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