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
Dave Jones
@cleanpowerdave.bsky.social
· Nov 12
World Energy Outlook 2025 is out now! 🚨
It shows that as risks multiply in a world thirsty for energy, diversification & cooperation are more urgent than ever.
#WEO25 identifies key choices, opportunities & trade-offs for governments ahead.
Read more 👉 iea.li/3JrSvlq
It shows that as risks multiply in a world thirsty for energy, diversification & cooperation are more urgent than ever.
#WEO25 identifies key choices, opportunities & trade-offs for governments ahead.
Read more 👉 iea.li/3JrSvlq
Reposted by Dave Jones
We’re pleased to announce that @newautomotive.org, a leading think tank working on the transition to electric vehicles, is joining Ember.
Find out more 👉 https://ember-energy.org/latest-updates/ember-and-new-automotive-join-forces-to-accelerate-electrification
Find out more 👉 https://ember-energy.org/latest-updates/ember-and-new-automotive-join-forces-to-accelerate-electrification
December 18, 2025 at 9:01 AM
We’re pleased to announce that @newautomotive.org, a leading think tank working on the transition to electric vehicles, is joining Ember.
Find out more 👉 https://ember-energy.org/latest-updates/ember-and-new-automotive-join-forces-to-accelerate-electrification
Find out more 👉 https://ember-energy.org/latest-updates/ember-and-new-automotive-join-forces-to-accelerate-electrification
Reposted by Dave Jones
Important analysis here from Ember. Compare dispatchable solar at $76/MWh (given these assumptions) to the most recent LCOE numbers from Lazard. At these price points, it's game over for thermal generation. (NB: combined cycle gas isn't particularly dispatchable)
December 15, 2025 at 9:33 PM
Important analysis here from Ember. Compare dispatchable solar at $76/MWh (given these assumptions) to the most recent LCOE numbers from Lazard. At these price points, it's game over for thermal generation. (NB: combined cycle gas isn't particularly dispatchable)
Reposted by Dave Jones
NEW: How cheap are grid batteries?🔋🔋🔋
Grid batteries are now only c.$125/KWh connected🤯
This assessment is based on a series of expert interviews and storage auction results as of October 2025. 🧵
Grid batteries are now only c.$125/KWh connected🤯
This assessment is based on a series of expert interviews and storage auction results as of October 2025. 🧵
December 12, 2025 at 1:31 PM
NEW: How cheap are grid batteries?🔋🔋🔋
Grid batteries are now only c.$125/KWh connected🤯
This assessment is based on a series of expert interviews and storage auction results as of October 2025. 🧵
Grid batteries are now only c.$125/KWh connected🤯
This assessment is based on a series of expert interviews and storage auction results as of October 2025. 🧵
NEW: How cheap are grid batteries?🔋🔋🔋
Grid batteries are now only c.$125/KWh connected🤯
This assessment is based on a series of expert interviews and storage auction results as of October 2025. 🧵
Grid batteries are now only c.$125/KWh connected🤯
This assessment is based on a series of expert interviews and storage auction results as of October 2025. 🧵
December 12, 2025 at 1:31 PM
NEW: How cheap are grid batteries?🔋🔋🔋
Grid batteries are now only c.$125/KWh connected🤯
This assessment is based on a series of expert interviews and storage auction results as of October 2025. 🧵
Grid batteries are now only c.$125/KWh connected🤯
This assessment is based on a series of expert interviews and storage auction results as of October 2025. 🧵
Reposted by Dave Jones
NEW | As batteries become cheaper and more efficient, costs to store daytime solar are plummeting.
Outside China and the US, it now only costs an additional $33/MWh to transform daytime solar into dispatchable nighttime energy 🔋
https://loom.ly/Hbc2VpU
Outside China and the US, it now only costs an additional $33/MWh to transform daytime solar into dispatchable nighttime energy 🔋
https://loom.ly/Hbc2VpU
December 11, 2025 at 8:01 AM
NEW | As batteries become cheaper and more efficient, costs to store daytime solar are plummeting.
Outside China and the US, it now only costs an additional $33/MWh to transform daytime solar into dispatchable nighttime energy 🔋
https://loom.ly/Hbc2VpU
Outside China and the US, it now only costs an additional $33/MWh to transform daytime solar into dispatchable nighttime energy 🔋
https://loom.ly/Hbc2VpU
NOVEMBER DATA: Australia got a record 44% of its electricity from solar+wind alone in November💪
ember-energy.org/data/electri...
ember-energy.org/data/electri...
December 4, 2025 at 11:12 AM
NOVEMBER DATA: Australia got a record 44% of its electricity from solar+wind alone in November💪
ember-energy.org/data/electri...
ember-energy.org/data/electri...
Reposted by Dave Jones
ThunderSaidEnergy: "World deployed 1,500 GWh of lithium-ion batteries in 2024
1,000 GWh for EVs
175GWh for grid-scale storage.
140GWh for smaller electrical electronic devices
Thus, lithium-ion batteries were 80% of all global batteries
This year, we predict LFP to reach 70% of lithium batteries"
1,000 GWh for EVs
175GWh for grid-scale storage.
140GWh for smaller electrical electronic devices
Thus, lithium-ion batteries were 80% of all global batteries
This year, we predict LFP to reach 70% of lithium batteries"
December 3, 2025 at 9:12 AM
ThunderSaidEnergy: "World deployed 1,500 GWh of lithium-ion batteries in 2024
1,000 GWh for EVs
175GWh for grid-scale storage.
140GWh for smaller electrical electronic devices
Thus, lithium-ion batteries were 80% of all global batteries
This year, we predict LFP to reach 70% of lithium batteries"
1,000 GWh for EVs
175GWh for grid-scale storage.
140GWh for smaller electrical electronic devices
Thus, lithium-ion batteries were 80% of all global batteries
This year, we predict LFP to reach 70% of lithium batteries"
Reposted by Dave Jones
Every now and then I'll record a podcast and I fret that it's a topic we've covered before, and then all my anxieties are kicked out of the stadium because what we discussed is AMAZING.
This is really worth a watch/listen.
www.youtube.com/watch?v=Ju3P...
This is really worth a watch/listen.
www.youtube.com/watch?v=Ju3P...
Artificial Irrelevance? Or can AI enable boiler-price heat pump installs?
YouTube video by Everything Electric TECH
www.youtube.com
December 1, 2025 at 10:45 AM
Every now and then I'll record a podcast and I fret that it's a topic we've covered before, and then all my anxieties are kicked out of the stadium because what we discussed is AMAZING.
This is really worth a watch/listen.
www.youtube.com/watch?v=Ju3P...
This is really worth a watch/listen.
www.youtube.com/watch?v=Ju3P...
Reposted by Dave Jones
Ember’s @kingsmillbond.bsky.social joins @volts.wtf to discuss how the #ElectrotechRevolution is unstoppable ⚡
🎧 Listen here:
https://www.volts.wtf/p/clean-electrification-is-inevitable
🎧 Listen here:
https://www.volts.wtf/p/clean-electrification-is-inevitable
Clean electrification is inevitable
Kingsmill Bond explains why the global march of electrotech has moved beyond the reach of US political interference.
www.volts.wtf
November 24, 2025 at 2:05 PM
Ember’s @kingsmillbond.bsky.social joins @volts.wtf to discuss how the #ElectrotechRevolution is unstoppable ⚡
🎧 Listen here:
https://www.volts.wtf/p/clean-electrification-is-inevitable
🎧 Listen here:
https://www.volts.wtf/p/clean-electrification-is-inevitable
**NEW CHINA SOLAR EXPANSION STORY**
China has doubled the export of solar cells+wafers to assemble abroad in the last several months.
It still exports about the same amount of solar panels.
In October - for the first time - it exported more cell+wafers than panels 🧵
China has doubled the export of solar cells+wafers to assemble abroad in the last several months.
It still exports about the same amount of solar panels.
In October - for the first time - it exported more cell+wafers than panels 🧵
November 20, 2025 at 4:50 PM
**NEW CHINA SOLAR EXPANSION STORY**
China has doubled the export of solar cells+wafers to assemble abroad in the last several months.
It still exports about the same amount of solar panels.
In October - for the first time - it exported more cell+wafers than panels 🧵
China has doubled the export of solar cells+wafers to assemble abroad in the last several months.
It still exports about the same amount of solar panels.
In October - for the first time - it exported more cell+wafers than panels 🧵
NEW OCTOBER DATA: China exported a RECORD $7 billion of EVs
China export data for ALL countries and ALL cleantech products updated for October:
ember-energy.org/data/china-c...
China export data for ALL countries and ALL cleantech products updated for October:
ember-energy.org/data/china-c...
November 20, 2025 at 4:09 PM
NEW OCTOBER DATA: China exported a RECORD $7 billion of EVs
China export data for ALL countries and ALL cleantech products updated for October:
ember-energy.org/data/china-c...
China export data for ALL countries and ALL cleantech products updated for October:
ember-energy.org/data/china-c...
"The rise of China’s electric truck sector is one of the more under-reported stories in the global energy transition" 💯
apnews.com/article/chin...
apnews.com/article/chin...
China's diesel trucks are shifting to electric. That could change global LNG and diesel demand
China is rapidly replacing its aging diesel trucks with electric models, signaling a major shift in the world’s largest vehicle market.
apnews.com
November 20, 2025 at 12:15 PM
"The rise of China’s electric truck sector is one of the more under-reported stories in the global energy transition" 💯
apnews.com/article/chin...
apnews.com/article/chin...
This summer, solar has been meeting about 10% of global electricity demand😎
November 20, 2025 at 9:27 AM
This summer, solar has been meeting about 10% of global electricity demand😎
Reposted by Dave Jones
Nearly every panel I spoke on this year ended with the same question: "What gives you hope?"
My friends, that question expired years ago. (If you need receipts, my book Saving Us is literally a 300-page answer.)
The real question is: How are you PRACTICING hope?
Because Greta is right ..
My friends, that question expired years ago. (If you need receipts, my book Saving Us is literally a 300-page answer.)
The real question is: How are you PRACTICING hope?
Because Greta is right ..
November 19, 2025 at 3:49 PM
Nearly every panel I spoke on this year ended with the same question: "What gives you hope?"
My friends, that question expired years ago. (If you need receipts, my book Saving Us is literally a 300-page answer.)
The real question is: How are you PRACTICING hope?
Because Greta is right ..
My friends, that question expired years ago. (If you need receipts, my book Saving Us is literally a 300-page answer.)
The real question is: How are you PRACTICING hope?
Because Greta is right ..
66% of all solar and 69%(!) of all wind installed globally this year, will be installed in China🤯🇨🇳
November 19, 2025 at 1:11 PM
66% of all solar and 69%(!) of all wind installed globally this year, will be installed in China🤯🇨🇳
JOB ALERT! Help build a community of African energy expertise... 🌍
AEF is recruiting a "Hub Community Manager". Are you excited about building a research community focussed on energy and economic diversification across Africa?
Apply here: africanclimatefoundation.bamboohr.com/careers/102
Applications close 30th November 2025
Apply here: africanclimatefoundation.bamboohr.com/careers/102
Applications close 30th November 2025
November 18, 2025 at 3:54 PM
JOB ALERT! Help build a community of African energy expertise... 🌍
When the #ParisAgreement was signed, a huge global boom in coal was happening, threatening 4 degrees of warming.
10 years later, and coal's generation increased by the FOURTH most.
Solar #1, wind #2 💪💪💪
10 years later, and coal's generation increased by the FOURTH most.
Solar #1, wind #2 💪💪💪
NEW | The world has achieved nearly a tenfold increase in solar power in the ten years since the #ParisAgreement ☀️
Solar rose from providing 1% of global electricity in 2015 to 8.8% in the first half of 2025.
Emerging economies now lead this growth 📈
https://loom.ly/tlCvBso
Solar rose from providing 1% of global electricity in 2015 to 8.8% in the first half of 2025.
Emerging economies now lead this growth 📈
https://loom.ly/tlCvBso
November 14, 2025 at 1:58 PM
When the #ParisAgreement was signed, a huge global boom in coal was happening, threatening 4 degrees of warming.
10 years later, and coal's generation increased by the FOURTH most.
Solar #1, wind #2 💪💪💪
10 years later, and coal's generation increased by the FOURTH most.
Solar #1, wind #2 💪💪💪
Reposted by Dave Jones
Good thread from Dave about the new IEA "Current Policies Scenario" making a lot of the headlines.
Here is a very quick mock-up I made of what this scenario assumes for solar PV additions through to 2035, with historical context.
I'll let you decide whether this seems likely.
Here is a very quick mock-up I made of what this scenario assumes for solar PV additions through to 2035, with historical context.
I'll let you decide whether this seems likely.
November 12, 2025 at 3:05 PM
Good thread from Dave about the new IEA "Current Policies Scenario" making a lot of the headlines.
Here is a very quick mock-up I made of what this scenario assumes for solar PV additions through to 2035, with historical context.
I'll let you decide whether this seems likely.
Here is a very quick mock-up I made of what this scenario assumes for solar PV additions through to 2035, with historical context.
I'll let you decide whether this seems likely.
This is really quite scandalous... the key assumption that means rising oil demand is that EV sales share will be the same in 2050 as in 2024 in EVERY COUNTRY IN THE WORLD (except China+EU) 🤷♂️
🤡OIL DEMAND WILL KEEP RISING🤡
What are the IEA assumptions that make rising oil demand so improbable?
What are the IEA assumptions that make rising oil demand so improbable?
November 12, 2025 at 9:47 AM
This is really quite scandalous... the key assumption that means rising oil demand is that EV sales share will be the same in 2050 as in 2024 in EVERY COUNTRY IN THE WORLD (except China+EU) 🤷♂️
Reposted by Dave Jones
NEW: Global fossil fuel use will peak before 2030 – unless 'stated policies' are abandoned
Contra some terrible news coverage, IEA World Energy Outlook shows coal near peak, oil peaking by 2030 & gas by 2035 (see chart)
What's going on? 🧵 + cool charts
www.carbonbrief.org/iea-fossil-f...
Contra some terrible news coverage, IEA World Energy Outlook shows coal near peak, oil peaking by 2030 & gas by 2035 (see chart)
What's going on? 🧵 + cool charts
www.carbonbrief.org/iea-fossil-f...
November 12, 2025 at 9:02 AM
NEW: Global fossil fuel use will peak before 2030 – unless 'stated policies' are abandoned
Contra some terrible news coverage, IEA World Energy Outlook shows coal near peak, oil peaking by 2030 & gas by 2035 (see chart)
What's going on? 🧵 + cool charts
www.carbonbrief.org/iea-fossil-f...
Contra some terrible news coverage, IEA World Energy Outlook shows coal near peak, oil peaking by 2030 & gas by 2035 (see chart)
What's going on? 🧵 + cool charts
www.carbonbrief.org/iea-fossil-f...
Reposted by Dave Jones
Read Dave's eye-opening analysis of the IEA's latest energy forecast. If I didn't know better, I'd say the IEA was indulging in outrageous assumptions as a direct result of political pressure.
🤡OIL DEMAND WILL KEEP RISING🤡
What are the IEA assumptions that make rising oil demand so improbable?
What are the IEA assumptions that make rising oil demand so improbable?
November 12, 2025 at 8:52 AM
Read Dave's eye-opening analysis of the IEA's latest energy forecast. If I didn't know better, I'd say the IEA was indulging in outrageous assumptions as a direct result of political pressure.
Reposted by Dave Jones
World Energy Outlook 2025 is out now! 🚨
It shows that as risks multiply in a world thirsty for energy, diversification & cooperation are more urgent than ever.
#WEO25 identifies key choices, opportunities & trade-offs for governments ahead.
Read more 👉 iea.li/3JrSvlq
It shows that as risks multiply in a world thirsty for energy, diversification & cooperation are more urgent than ever.
#WEO25 identifies key choices, opportunities & trade-offs for governments ahead.
Read more 👉 iea.li/3JrSvlq
November 12, 2025 at 7:59 AM
World Energy Outlook 2025 is out now! 🚨
It shows that as risks multiply in a world thirsty for energy, diversification & cooperation are more urgent than ever.
#WEO25 identifies key choices, opportunities & trade-offs for governments ahead.
Read more 👉 iea.li/3JrSvlq
It shows that as risks multiply in a world thirsty for energy, diversification & cooperation are more urgent than ever.
#WEO25 identifies key choices, opportunities & trade-offs for governments ahead.
Read more 👉 iea.li/3JrSvlq
November 12, 2025 at 7:59 AM
🤡OIL DEMAND WILL KEEP RISING🤡
What are the IEA assumptions that make rising oil demand so improbable?
What are the IEA assumptions that make rising oil demand so improbable?
November 12, 2025 at 6:10 AM
🤡OIL DEMAND WILL KEEP RISING🤡
What are the IEA assumptions that make rising oil demand so improbable?
What are the IEA assumptions that make rising oil demand so improbable?
Reposted by Dave Jones
The @iea.org’s World Energy Outlook is here
❌ Ignore the hype on an extended shelf life for fossil fuels
Renewables + electrification = an energy revolution ⚡
Let’s unpack what it all means
🧵1/8
❌ Ignore the hype on an extended shelf life for fossil fuels
Renewables + electrification = an energy revolution ⚡
Let’s unpack what it all means
🧵1/8
November 12, 2025 at 5:00 AM
The @iea.org’s World Energy Outlook is here
❌ Ignore the hype on an extended shelf life for fossil fuels
Renewables + electrification = an energy revolution ⚡
Let’s unpack what it all means
🧵1/8
❌ Ignore the hype on an extended shelf life for fossil fuels
Renewables + electrification = an energy revolution ⚡
Let’s unpack what it all means
🧵1/8