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 🧵
Hi Tor, i thought you might like this;) bsky.app/profile/did:...
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 11:43 AM
Hi Tor, i thought you might like this;) bsky.app/profile/did:...
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
From our new report out today... bsky.app/profile/did:...
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 11:15 AM
From our new report out today... bsky.app/profile/did:...
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 🧵
FULL REPORT:
ember-energy.org/latest-insig...
ember-energy.org/latest-insig...
January 16, 2026 at 10:35 AM
FULL REPORT:
ember-energy.org/latest-insig...
ember-energy.org/latest-insig...
Solar has the potential to meet all the rise in electricity demand and much more.
With electricity demand surging, the case to build solar has never been stronger. ☀️
With electricity demand surging, the case to build solar has never been stronger. ☀️
January 16, 2026 at 10:35 AM
Solar has the potential to meet all the rise in electricity demand and much more.
With electricity demand surging, the case to build solar has never been stronger. ☀️
With electricity demand surging, the case to build solar has never been stronger. ☀️
7. Solar can grow in many states...
37 states have less than a 10% share of solar.
However, fast change is possible...
There are six states which saw solar’s share rise by five+ percentage points in the 24mths to Oct-2025.
New Mexico was the fastest - rising from 7% to 17%.
37 states have less than a 10% share of solar.
However, fast change is possible...
There are six states which saw solar’s share rise by five+ percentage points in the 24mths to Oct-2025.
New Mexico was the fastest - rising from 7% to 17%.
January 16, 2026 at 10:35 AM
7. Solar can grow in many states...
37 states have less than a 10% share of solar.
However, fast change is possible...
There are six states which saw solar’s share rise by five+ percentage points in the 24mths to Oct-2025.
New Mexico was the fastest - rising from 7% to 17%.
37 states have less than a 10% share of solar.
However, fast change is possible...
There are six states which saw solar’s share rise by five+ percentage points in the 24mths to Oct-2025.
New Mexico was the fastest - rising from 7% to 17%.
6. Solar can grow much more in the daytime.
You hear all the time about DUCK CURVES, and sure - in some states they exist.
But in aggregate in the US, there isn't a duck curve.
Yet;)
You hear all the time about DUCK CURVES, and sure - in some states they exist.
But in aggregate in the US, there isn't a duck curve.
Yet;)
January 16, 2026 at 10:35 AM
6. Solar can grow much more in the daytime.
You hear all the time about DUCK CURVES, and sure - in some states they exist.
But in aggregate in the US, there isn't a duck curve.
Yet;)
You hear all the time about DUCK CURVES, and sure - in some states they exist.
But in aggregate in the US, there isn't a duck curve.
Yet;)
5. Solar can grow into the night with batteries...
What's been happening with batteries in California is pretty amazing...
What's been happening with batteries in California is pretty amazing...
January 16, 2026 at 10:35 AM
5. Solar can grow into the night with batteries...
What's been happening with batteries in California is pretty amazing...
What's been happening with batteries in California is pretty amazing...
How much further can solar grow from here? A LOT...
January 16, 2026 at 10:35 AM
How much further can solar grow from here? A LOT...
4. However, although solar generation rose by a record amount, solar capacity likely did not.
Provisional 2025 data shows US utility-scale solar capacity additions were 6% lower than in 2024.
Provisional 2025 data shows US utility-scale solar capacity additions were 6% lower than in 2024.
January 16, 2026 at 10:35 AM
4. However, although solar generation rose by a record amount, solar capacity likely did not.
Provisional 2025 data shows US utility-scale solar capacity additions were 6% lower than in 2024.
Provisional 2025 data shows US utility-scale solar capacity additions were 6% lower than in 2024.
3. The rise in solar generation in 2025, in aggregate, met ALL of the rise in US electricity demand in the daytime in the hours of 10:00-18:00 ET..
..and thanks to new batteries – also met some of the electricity demand rise in the evening hours from 18:00-02:00 ET.
..and thanks to new batteries – also met some of the electricity demand rise in the evening hours from 18:00-02:00 ET.
January 16, 2026 at 10:35 AM
3. The rise in solar generation in 2025, in aggregate, met ALL of the rise in US electricity demand in the daytime in the hours of 10:00-18:00 ET..
..and thanks to new batteries – also met some of the electricity demand rise in the evening hours from 18:00-02:00 ET.
..and thanks to new batteries – also met some of the electricity demand rise in the evening hours from 18:00-02:00 ET.
2. Solar grew most where electricity demand grew most.
The three regions with the largest rises in solar generation also had the largest rises in electricity demand.
- Texas > 81% of demand rise met from solar rise
- Midwest region > also 81%
- Mid-Atlantic region > 33%
The three regions with the largest rises in solar generation also had the largest rises in electricity demand.
- Texas > 81% of demand rise met from solar rise
- Midwest region > also 81%
- Mid-Atlantic region > 33%
January 16, 2026 at 10:35 AM
2. Solar grew most where electricity demand grew most.
The three regions with the largest rises in solar generation also had the largest rises in electricity demand.
- Texas > 81% of demand rise met from solar rise
- Midwest region > also 81%
- Mid-Atlantic region > 33%
The three regions with the largest rises in solar generation also had the largest rises in electricity demand.
- Texas > 81% of demand rise met from solar rise
- Midwest region > also 81%
- Mid-Atlantic region > 33%
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💪
I do spend too much time playing around with Copernicus... it's an incredible free resource..
browser.dataspace.copernicus.eu?zoom=11&lat=...
browser.dataspace.copernicus.eu?zoom=11&lat=...
Copernicus Browser
Search, visualise and download Sentinel satellite imagery
browser.dataspace.copernicus.eu
January 13, 2026 at 9:17 AM
I do spend too much time playing around with Copernicus... it's an incredible free resource..
browser.dataspace.copernicus.eu?zoom=11&lat=...
browser.dataspace.copernicus.eu?zoom=11&lat=...
EGYPT: +500MW of solar appearing in the last few months just outside of Luxor☀️
It was inaugurated by Egypt's Prime Minister this week as Egypt seeks to raise renewables from 10% of electricity mix in 2024 to 42% by 2030💪
t.co/WMmEClpNZC
It was inaugurated by Egypt's Prime Minister this week as Egypt seeks to raise renewables from 10% of electricity mix in 2024 to 42% by 2030💪
t.co/WMmEClpNZC
January 13, 2026 at 9:17 AM
EGYPT: +500MW of solar appearing in the last few months just outside of Luxor☀️
It was inaugurated by Egypt's Prime Minister this week as Egypt seeks to raise renewables from 10% of electricity mix in 2024 to 42% by 2030💪
t.co/WMmEClpNZC
It was inaugurated by Egypt's Prime Minister this week as Egypt seeks to raise renewables from 10% of electricity mix in 2024 to 42% by 2030💪
t.co/WMmEClpNZC
Reposted by Dave Jones
NEW: Coal-fired power generation fell in both China and India in 2025, for the first time since 1973. The drop came after record clean energy additions in both countries, and was the first time that clean energy was a major driver of falling coal power use.
January 13, 2026 at 4:56 AM
NEW: Coal-fired power generation fell in both China and India in 2025, for the first time since 1973. The drop came after record clean energy additions in both countries, and was the first time that clean energy was a major driver of falling coal power use.
Reposted by Dave Jones
A coordinated assault on critical heat, water, and electricity lifelines serving a city of several million people during freezing temperatures is a calculated cruelty.
Such a barbaric 'strategy' must not be allowed to succeed.
kyivindependent.com/4-injured-ru...
Such a barbaric 'strategy' must not be allowed to succeed.
kyivindependent.com/4-injured-ru...
January 9, 2026 at 11:43 AM
A coordinated assault on critical heat, water, and electricity lifelines serving a city of several million people during freezing temperatures is a calculated cruelty.
Such a barbaric 'strategy' must not be allowed to succeed.
kyivindependent.com/4-injured-ru...
Such a barbaric 'strategy' must not be allowed to succeed.
kyivindependent.com/4-injured-ru...