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
· Jun 21
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. 🧵
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. 🧵
Reposted by Dave Jones
The #COP30 world leaders summit is about to start, and on this thread I'll be tracking how world leaders address energy transition (specifically fossil fuels) in their speeches. Let's go!
November 6, 2025 at 1:39 PM
The #COP30 world leaders summit is about to start, and on this thread I'll be tracking how world leaders address energy transition (specifically fossil fuels) in their speeches. Let's go!
Reposted by Dave Jones
🚨 We’ve updated our open access generative AI model, Faraday, which outputs synthetic smart meter data
❓ This latest version has locational awareness AND is trained on even more of the latest @octopus.energy customer data
🚪 Want access? You can sign up directly - check out details & 🔗 in 🧵
❓ This latest version has locational awareness AND is trained on even more of the latest @octopus.energy customer data
🚪 Want access? You can sign up directly - check out details & 🔗 in 🧵
November 6, 2025 at 12:35 PM
🚨 We’ve updated our open access generative AI model, Faraday, which outputs synthetic smart meter data
❓ This latest version has locational awareness AND is trained on even more of the latest @octopus.energy customer data
🚪 Want access? You can sign up directly - check out details & 🔗 in 🧵
❓ This latest version has locational awareness AND is trained on even more of the latest @octopus.energy customer data
🚪 Want access? You can sign up directly - check out details & 🔗 in 🧵
Reposted by Dave Jones
🚨🚨🚨 NEW REPORT ALERT 🚨🚨🚨
@climateanalytics.org has a new report out today that I’m really excited about. It’s all about 1.5ºC...
▶️ Is overshooting 1.5ºC inevitable?
▶️ Can we still get temperatures back below 1.5ºC?
▶️ If so, how?
If you’re interested in our findings, buckle up for a mega thread...
@climateanalytics.org has a new report out today that I’m really excited about. It’s all about 1.5ºC...
▶️ Is overshooting 1.5ºC inevitable?
▶️ Can we still get temperatures back below 1.5ºC?
▶️ If so, how?
If you’re interested in our findings, buckle up for a mega thread...
November 6, 2025 at 1:00 PM
🚨🚨🚨 NEW REPORT ALERT 🚨🚨🚨
@climateanalytics.org has a new report out today that I’m really excited about. It’s all about 1.5ºC...
▶️ Is overshooting 1.5ºC inevitable?
▶️ Can we still get temperatures back below 1.5ºC?
▶️ If so, how?
If you’re interested in our findings, buckle up for a mega thread...
@climateanalytics.org has a new report out today that I’m really excited about. It’s all about 1.5ºC...
▶️ Is overshooting 1.5ºC inevitable?
▶️ Can we still get temperatures back below 1.5ºC?
▶️ If so, how?
If you’re interested in our findings, buckle up for a mega thread...
Reposted by Dave Jones
Excellent piece to start your day. I loved the parallels @daanwalt3r.bsky.social draws between battery rollout and previous agricultural revolutions. Daan has quickly become one of my favourite authors.
"Electricity is the ultimate perishable good"
No longer. Batteries will change the solar harvest, in the same way silos and refrigeration changed the food harvest... but over years, not decades 🔋🍏
"Silos for Sunshine": a great new thoughtpiece💡
ember-energy.org/latest-insig...
No longer. Batteries will change the solar harvest, in the same way silos and refrigeration changed the food harvest... but over years, not decades 🔋🍏
"Silos for Sunshine": a great new thoughtpiece💡
ember-energy.org/latest-insig...
October 31, 2025 at 10:22 AM
Excellent piece to start your day. I loved the parallels @daanwalt3r.bsky.social draws between battery rollout and previous agricultural revolutions. Daan has quickly become one of my favourite authors.
"Electricity is the ultimate perishable good"
No longer. Batteries will change the solar harvest, in the same way silos and refrigeration changed the food harvest... but over years, not decades 🔋🍏
"Silos for Sunshine": a great new thoughtpiece💡
ember-energy.org/latest-insig...
No longer. Batteries will change the solar harvest, in the same way silos and refrigeration changed the food harvest... but over years, not decades 🔋🍏
"Silos for Sunshine": a great new thoughtpiece💡
ember-energy.org/latest-insig...
October 31, 2025 at 9:06 AM
"Electricity is the ultimate perishable good"
No longer. Batteries will change the solar harvest, in the same way silos and refrigeration changed the food harvest... but over years, not decades 🔋🍏
"Silos for Sunshine": a great new thoughtpiece💡
ember-energy.org/latest-insig...
No longer. Batteries will change the solar harvest, in the same way silos and refrigeration changed the food harvest... but over years, not decades 🔋🍏
"Silos for Sunshine": a great new thoughtpiece💡
ember-energy.org/latest-insig...
Reposted by Dave Jones
Climate change is one of the most serious challenges we face, and I’m committed as ever to supporting breakthroughs that will help the world reach net-zero.
October 29, 2025 at 2:55 AM
Climate change is one of the most serious challenges we face, and I’m committed as ever to supporting breakthroughs that will help the world reach net-zero.
NEW: Global offshore wind targets will help to propel a tripling of global offshore wind capacity in just 6 years💪
Although many countries may achieve their 2030 target slightly later than planned, the US is the only country that has effectively deserted its target...🧵
Although many countries may achieve their 2030 target slightly later than planned, the US is the only country that has effectively deserted its target...🧵
October 30, 2025 at 8:12 AM
NEW: Global offshore wind targets will help to propel a tripling of global offshore wind capacity in just 6 years💪
Although many countries may achieve their 2030 target slightly later than planned, the US is the only country that has effectively deserted its target...🧵
Although many countries may achieve their 2030 target slightly later than planned, the US is the only country that has effectively deserted its target...🧵
Reposted by Dave Jones
Is 2026 the coming-of-age of the industrial heat pump?
I really liked this technology tracker...
heatpumpingtechnologies.org/project58/fi...
I really liked this technology tracker...
heatpumpingtechnologies.org/project58/fi...
October 21, 2025 at 5:37 AM
Is 2026 the coming-of-age of the industrial heat pump?
I really liked this technology tracker...
heatpumpingtechnologies.org/project58/fi...
I really liked this technology tracker...
heatpumpingtechnologies.org/project58/fi...
Reposted by Dave Jones
Time for 2025 updates to my annual “opinions about solar” thread. If you like these, you might like the second edition of my book, Solar Power Finance Without The Jargon. A 30% discount code WSQ0437 is valid on publisher website until end of November 2025.
www.worldscientific.com/worldscibook...
www.worldscientific.com/worldscibook...
Solar Power Finance Without the Jargon
www.worldscientific.com
October 20, 2025 at 7:43 AM
Time for 2025 updates to my annual “opinions about solar” thread. If you like these, you might like the second edition of my book, Solar Power Finance Without The Jargon. A 30% discount code WSQ0437 is valid on publisher website until end of November 2025.
www.worldscientific.com/worldscibook...
www.worldscientific.com/worldscibook...
Reposted by Dave Jones
In renewables making us more energy secure news... www.businessgreen.com/news/4520128...
NESO attributes strongest winter electricity margins since Covid pandemic to clean energy growth
Winter Outlook predicts electricity buffer equivalent to 10 per cent of average peak demand, but warns of potentially 'tight' periods
www.businessgreen.com
October 9, 2025 at 12:25 PM
In renewables making us more energy secure news... www.businessgreen.com/news/4520128...
Reposted by Dave Jones
Useful comparison
October 9, 2025 at 8:34 AM
Useful comparison
Reposted by Dave Jones
"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.
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
October 8, 2025 at 6:39 PM
"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.
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.
NEW: GLOBAL RENEWABLES OVERTAKES COAL
How the heck did that happen so quickly?!...🧵
How the heck did that happen so quickly?!...🧵
October 7, 2025 at 6:06 AM
NEW: GLOBAL RENEWABLES OVERTAKES COAL
How the heck did that happen so quickly?!...🧵
How the heck did that happen so quickly?!...🧵
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🚗🚗🚗
In August, for the first time, Africa imported more $ of EV's from China than it did solar panels🚗🚗🚗
October 6, 2025 at 4:13 PM
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🚗🚗🚗
In August, for the first time, Africa imported more $ of EV's from China than it did solar panels🚗🚗🚗
Reposted by Dave Jones
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
Source: Bloomberg
October 6, 2025 at 1:00 PM
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
Source: Bloomberg
Reposted by Dave Jones
In the era-defining US fossil fuels v China clean tech export race there's only one winner, reports @Bloomberg
www.bloomberg.com/ne...
www.bloomberg.com/ne...
October 6, 2025 at 12:16 PM
In the era-defining US fossil fuels v China clean tech export race there's only one winner, reports @Bloomberg
www.bloomberg.com/ne...
www.bloomberg.com/ne...
Reposted by Dave Jones
There's a growing desire for a product. It happens to be lower carbon. China is meeting it, regardless of where the demand comes from.
Gift link: www.bloomberg.com/news/article...
Gift link: www.bloomberg.com/news/article...
October 6, 2025 at 11:53 AM
There's a growing desire for a product. It happens to be lower carbon. China is meeting it, regardless of where the demand comes from.
Gift link: www.bloomberg.com/news/article...
Gift link: www.bloomberg.com/news/article...
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...
🧵
Today, understanding tradeflows of fossil fuels and cleantech is sooo important for policy-makers, and this dataset is treasure trove...
🧵
October 6, 2025 at 8:43 AM
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...
🧵
Today, understanding tradeflows of fossil fuels and cleantech is sooo important for policy-makers, and this dataset is treasure trove...
🧵
Reposted by Dave Jones
NEW DATA | China's exports of clean technologies exceeded 20 billion USD for the first time in August📈
We just published a new @ember-energy.org data tool to track exports of EVs, batteries, gridtech etc. on top of our existing tracking of solar exports.
🧵
We just published a new @ember-energy.org data tool to track exports of EVs, batteries, gridtech etc. on top of our existing tracking of solar exports.
🧵
October 6, 2025 at 8:22 AM
NEW DATA | China's exports of clean technologies exceeded 20 billion USD for the first time in August📈
We just published a new @ember-energy.org data tool to track exports of EVs, batteries, gridtech etc. on top of our existing tracking of solar exports.
🧵
We just published a new @ember-energy.org data tool to track exports of EVs, batteries, gridtech etc. on top of our existing tracking of solar exports.
🧵
Grid battery prices fell by 40% last year.
Evidence is mounting they falling by around ANOTHER 40% THIS YEAR🤯🤯🤯
Evidence is mounting they falling by around ANOTHER 40% THIS YEAR🤯🤯🤯
September 30, 2025 at 11:59 AM
Grid battery prices fell by 40% last year.
Evidence is mounting they falling by around ANOTHER 40% THIS YEAR🤯🤯🤯
Evidence is mounting they falling by around ANOTHER 40% THIS YEAR🤯🤯🤯
Reposted by Dave Jones
Renewables are a masterclass in learning-by-doing. Each doubling of deployment cuts costs via experience curves: better manufacturing, finance & supply chains.
Result:
Solar now cheapest new power in many regions
Falling battery costs enable flexibility
Electrification gets more attractive
Result:
Solar now cheapest new power in many regions
Falling battery costs enable flexibility
Electrification gets more attractive
September 30, 2025 at 8:44 AM
Renewables are a masterclass in learning-by-doing. Each doubling of deployment cuts costs via experience curves: better manufacturing, finance & supply chains.
Result:
Solar now cheapest new power in many regions
Falling battery costs enable flexibility
Electrification gets more attractive
Result:
Solar now cheapest new power in many regions
Falling battery costs enable flexibility
Electrification gets more attractive
Reposted by Dave Jones
🚨NARRATIVE SHIFT!🚨
Just when renewables was getting ALL the blame for higher electricity prices...
A great scrollytelling from Bloomberg www.bloomberg.com/graphics/202...
Just when renewables was getting ALL the blame for higher electricity prices...
A great scrollytelling from Bloomberg www.bloomberg.com/graphics/202...
September 30, 2025 at 8:28 AM
🚨NARRATIVE SHIFT!🚨
Just when renewables was getting ALL the blame for higher electricity prices...
A great scrollytelling from Bloomberg www.bloomberg.com/graphics/202...
Just when renewables was getting ALL the blame for higher electricity prices...
A great scrollytelling from Bloomberg www.bloomberg.com/graphics/202...
🚨NARRATIVE SHIFT!🚨
Just when renewables was getting ALL the blame for higher electricity prices...
A great scrollytelling from Bloomberg www.bloomberg.com/graphics/202...
Just when renewables was getting ALL the blame for higher electricity prices...
A great scrollytelling from Bloomberg www.bloomberg.com/graphics/202...
September 30, 2025 at 8:28 AM
🚨NARRATIVE SHIFT!🚨
Just when renewables was getting ALL the blame for higher electricity prices...
A great scrollytelling from Bloomberg www.bloomberg.com/graphics/202...
Just when renewables was getting ALL the blame for higher electricity prices...
A great scrollytelling from Bloomberg www.bloomberg.com/graphics/202...
Reposted by Dave Jones
my takeaway from climate week nyc is that "climate storytelling" is a little too much "we must reimagine our deepest souls in relationship to mother nature and the moral abyss of the polycrisis into which we must now stare" and not enough "ok but get a heat pump"
September 28, 2025 at 6:52 PM
my takeaway from climate week nyc is that "climate storytelling" is a little too much "we must reimagine our deepest souls in relationship to mother nature and the moral abyss of the polycrisis into which we must now stare" and not enough "ok but get a heat pump"