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
NEW RECORD: Africa imports 2GW of solar panels for the first time in a month.
And this is happening EVERYWHERE in Africa...
And this is happening EVERYWHERE in Africa...
Reposted by Dave Jones
A milestone we didn't want to see - Russia has made one trillion euros on fossil fuel exports since the start of the full-scale invasion of Ukraine. All the more reason to shift away from dependence on dirty energy and to strengthen sanctions on Russia.
🇷🇺❗1 TRILLION EUROS❗
🚨 Russian fossil fuel revenues hit EUR 1TN - since 2022 full-scale invasion of Ukraine
CREA calls for:
🛢️ Shutting down shadow fleet & refining loophole
🌿 Diversifying from Russian gas
🇺🇦 Facilitating self-determined peace in Ukraine
www.youtube.com/shorts/3YO4C...
🚨 Russian fossil fuel revenues hit EUR 1TN - since 2022 full-scale invasion of Ukraine
CREA calls for:
🛢️ Shutting down shadow fleet & refining loophole
🌿 Diversifying from Russian gas
🇺🇦 Facilitating self-determined peace in Ukraine
www.youtube.com/shorts/3YO4C...
January 6, 2026 at 6:21 PM
A milestone we didn't want to see - Russia has made one trillion euros on fossil fuel exports since the start of the full-scale invasion of Ukraine. All the more reason to shift away from dependence on dirty energy and to strengthen sanctions on Russia.
Reposted by Dave Jones
So far 10 countries with data for December available.
Collected vehicle registration data
Frequently updated charts and data for new vehicle registrations across countries.
robbieandrew.github.io
January 6, 2026 at 8:02 AM
So far 10 countries with data for December available.
THE EV LEAPFROG 🐸🚘
New records in November 2025 for Chinese EV imports:
- $1220m in Latin America
- $859m in ASEAN
- $755m in Middle East
- $188m in Africa
Free China cleantech export data:
ember-energy.org/data/china-c...
New records in November 2025 for Chinese EV imports:
- $1220m in Latin America
- $859m in ASEAN
- $755m in Middle East
- $188m in Africa
Free China cleantech export data:
ember-energy.org/data/china-c...
January 5, 2026 at 8:39 PM
THE EV LEAPFROG 🐸🚘
New records in November 2025 for Chinese EV imports:
- $1220m in Latin America
- $859m in ASEAN
- $755m in Middle East
- $188m in Africa
Free China cleantech export data:
ember-energy.org/data/china-c...
New records in November 2025 for Chinese EV imports:
- $1220m in Latin America
- $859m in ASEAN
- $755m in Middle East
- $188m in Africa
Free China cleantech export data:
ember-energy.org/data/china-c...
Reposted by Dave Jones
Well-installed heat pumps installed in the UK today achieve on average a 64% higher efficiency than those during the early trials 15 years ago.
It is testament to the brilliant installers and to the technology getting better. More in our recent paper:
www.sciencedirect.com/science/arti...
It is testament to the brilliant installers and to the technology getting better. More in our recent paper:
www.sciencedirect.com/science/arti...
January 5, 2026 at 4:11 PM
Well-installed heat pumps installed in the UK today achieve on average a 64% higher efficiency than those during the early trials 15 years ago.
It is testament to the brilliant installers and to the technology getting better. More in our recent paper:
www.sciencedirect.com/science/arti...
It is testament to the brilliant installers and to the technology getting better. More in our recent paper:
www.sciencedirect.com/science/arti...
BNEF+IEA say 2026 will install less solar than in 2025.
Here are caveats:
1. They say by a small margin: BNEF=1% fall, IEA 9% fall.
2. There's huge uncertainty (so may not happen).
3. If additions are unchanged in 2025 to 2026, it will still add 25%(!) to cumulative capacity.
Here are caveats:
1. They say by a small margin: BNEF=1% fall, IEA 9% fall.
2. There's huge uncertainty (so may not happen).
3. If additions are unchanged in 2025 to 2026, it will still add 25%(!) to cumulative capacity.
January 5, 2026 at 3:47 PM
BNEF+IEA say 2026 will install less solar than in 2025.
Here are caveats:
1. They say by a small margin: BNEF=1% fall, IEA 9% fall.
2. There's huge uncertainty (so may not happen).
3. If additions are unchanged in 2025 to 2026, it will still add 25%(!) to cumulative capacity.
Here are caveats:
1. They say by a small margin: BNEF=1% fall, IEA 9% fall.
2. There's huge uncertainty (so may not happen).
3. If additions are unchanged in 2025 to 2026, it will still add 25%(!) to cumulative capacity.
Reposted by Dave Jones
NEW RECORD: Africa imports 2GW of solar panels for the first time in a month.
And this is happening EVERYWHERE in Africa...
And this is happening EVERYWHERE in Africa...
January 5, 2026 at 8:57 AM
NEW RECORD: Africa imports 2GW of solar panels for the first time in a month.
And this is happening EVERYWHERE in Africa...
And this is happening EVERYWHERE in Africa...
NEW RECORD: Africa imports 2GW of solar panels for the first time in a month.
And this is happening EVERYWHERE in Africa...
And this is happening EVERYWHERE in Africa...
January 5, 2026 at 8:57 AM
NEW RECORD: Africa imports 2GW of solar panels for the first time in a month.
And this is happening EVERYWHERE in Africa...
And this is happening EVERYWHERE in Africa...
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.