John Bistline
@bistline.bsky.social
Energy systems modeling, economics, policy | IPCC, NCA, Stanford/CMU alum | Views my own
Reposted by John Bistline
Battery export boom: China has exported approximately $60 billion in battery energy storage systems and components in the first three quarters of 2025, up 24% from last year www.reuters.com/markets/comm...
US export comparisons in 2024: Soy, $25b. LNG, $28.9b. Auto exports, $59.2b. 🔌💡
US export comparisons in 2024: Soy, $25b. LNG, $28.9b. Auto exports, $59.2b. 🔌💡
www.reuters.com
November 20, 2025 at 1:57 PM
Battery export boom: China has exported approximately $60 billion in battery energy storage systems and components in the first three quarters of 2025, up 24% from last year www.reuters.com/markets/comm...
US export comparisons in 2024: Soy, $25b. LNG, $28.9b. Auto exports, $59.2b. 🔌💡
US export comparisons in 2024: Soy, $25b. LNG, $28.9b. Auto exports, $59.2b. 🔌💡
Interesting update to NREL's data center map with Baxtel data.
November 19, 2025 at 5:27 PM
Interesting update to NREL's data center map with Baxtel data.
Here's the wild part: IEA's solar projections have usually just matched the actual additions in the year the forecast was made... basically assuming solar additions stay flat forever.
Thankfully, the future keeps showing up early.
Thankfully, the future keeps showing up early.
November 14, 2025 at 4:43 PM
Here's the wild part: IEA's solar projections have usually just matched the actual additions in the year the forecast was made... basically assuming solar additions stay flat forever.
Thankfully, the future keeps showing up early.
Thankfully, the future keeps showing up early.
Solar keeps blowing past expectations, but expectations are catching up. The latest IEA WEO now has PV topping 600 GW per year, though this year's scenarios are actually lower than last year's.
November 13, 2025 at 6:05 PM
Solar keeps blowing past expectations, but expectations are catching up. The latest IEA WEO now has PV topping 600 GW per year, though this year's scenarios are actually lower than last year's.
The U.S. is on track for another record year for clean electricity in 2025: 59 GW additions, which is 92% of new builds. Solar leads again, and storage nearly doubles. The grid is changing fast.
November 12, 2025 at 8:08 PM
The U.S. is on track for another record year for clean electricity in 2025: 59 GW additions, which is 92% of new builds. Solar leads again, and storage nearly doubles. The grid is changing fast.
Peak chart crime: IEA invents Gt₂CO and non-Euclidean timelines. The x-axis is emissions, the labels are years, and a mannequin hikes an Escher ramp to nowhere.
November 12, 2025 at 4:16 PM
Peak chart crime: IEA invents Gt₂CO and non-Euclidean timelines. The x-axis is emissions, the labels are years, and a mannequin hikes an Escher ramp to nowhere.
Reposted by John Bistline
📢 What’s current in #REEP? 📢
"Inflation Reduction Act: Origins, Policy Implications, and Research Gaps" by John E. T. Bistline ( @bistline.bsky.social ) and Catherine Wolfram ( @cwolfram.bsky.social ).
🔗 Read it here: buff.ly/xlWk4NK
📈📉 #Econsky
"Inflation Reduction Act: Origins, Policy Implications, and Research Gaps" by John E. T. Bistline ( @bistline.bsky.social ) and Catherine Wolfram ( @cwolfram.bsky.social ).
🔗 Read it here: buff.ly/xlWk4NK
📈📉 #Econsky
November 11, 2025 at 1:02 PM
📢 What’s current in #REEP? 📢
"Inflation Reduction Act: Origins, Policy Implications, and Research Gaps" by John E. T. Bistline ( @bistline.bsky.social ) and Catherine Wolfram ( @cwolfram.bsky.social ).
🔗 Read it here: buff.ly/xlWk4NK
📈📉 #Econsky
"Inflation Reduction Act: Origins, Policy Implications, and Research Gaps" by John E. T. Bistline ( @bistline.bsky.social ) and Catherine Wolfram ( @cwolfram.bsky.social ).
🔗 Read it here: buff.ly/xlWk4NK
📈📉 #Econsky
Modeling Monday: In honor of George Dantzig's 111th birthday, everyone knows the "late to class/solves two open problems thinking they were homework" story. Fewer know the hilarious backstory of the diet problem. Buckle up for an operations research thread... 🧵
November 10, 2025 at 5:55 PM
Modeling Monday: In honor of George Dantzig's 111th birthday, everyone knows the "late to class/solves two open problems thinking they were homework" story. Fewer know the hilarious backstory of the diet problem. Buckle up for an operations research thread... 🧵
Updated data on renewables and energy storage deployment. The race between California and Texas is... how shall we say... no longer close.
November 6, 2025 at 4:45 PM
Updated data on renewables and energy storage deployment. The race between California and Texas is... how shall we say... no longer close.
20+ years of climate impacts research in one figure. Climate change hits everything, everywhere, all at once.
From Solomon Hsiang's new NBER paper on empirical methods and economic impacts of climate change: www.nber.org/papers/w34357
From Solomon Hsiang's new NBER paper on empirical methods and economic impacts of climate change: www.nber.org/papers/w34357
November 5, 2025 at 5:16 PM
20+ years of climate impacts research in one figure. Climate change hits everything, everywhere, all at once.
From Solomon Hsiang's new NBER paper on empirical methods and economic impacts of climate change: www.nber.org/papers/w34357
From Solomon Hsiang's new NBER paper on empirical methods and economic impacts of climate change: www.nber.org/papers/w34357
Updated UNEP Emissions Gap just dropped. Current policies are projected to lead to peak warming of 2.8°C (with a range of 2.1-3.9°C). NDCs can push this down to 1.9-2.5°C.
November 4, 2025 at 5:34 PM
Updated UNEP Emissions Gap just dropped. Current policies are projected to lead to peak warming of 2.8°C (with a range of 2.1-3.9°C). NDCs can push this down to 1.9-2.5°C.
Everyone's talking about AI's electricity demand. But new EIA data show planned gas builds look... pretty normal. Additions through 2030 track the last decade, not a 2000s style surge. Is this turbine supply constraints, lagging data, or something else?
November 4, 2025 at 4:30 PM
Everyone's talking about AI's electricity demand. But new EIA data show planned gas builds look... pretty normal. Additions through 2030 track the last decade, not a 2000s style surge. Is this turbine supply constraints, lagging data, or something else?
Big EV gap between China and the USA.
- China has 52 BEV models with >400-mile range with many under $50k; USA has 4 all priced above $75k
- EV sales share in 2024: China 47%; USA 10%
Great paper in Science by @jhelvy.bsky.social.
- China has 52 BEV models with >400-mile range with many under $50k; USA has 4 all priced above $75k
- EV sales share in 2024: China 47%; USA 10%
Great paper in Science by @jhelvy.bsky.social.
November 3, 2025 at 6:50 PM
Big EV gap between China and the USA.
- China has 52 BEV models with >400-mile range with many under $50k; USA has 4 all priced above $75k
- EV sales share in 2024: China 47%; USA 10%
Great paper in Science by @jhelvy.bsky.social.
- China has 52 BEV models with >400-mile range with many under $50k; USA has 4 all priced above $75k
- EV sales share in 2024: China 47%; USA 10%
Great paper in Science by @jhelvy.bsky.social.
Reposted by John Bistline
🚨The Moore Lab at UC Davis is hiring!🚨
Post-doc for a project with @adamsobel.bsky.social on the valuation of climate information for adaptation
Could be a good fit for an environmental economist or a climate scientist - flexible start date and location
Apply by Dec 1st: recruit.ucdavis.edu/JPF07346
Post-doc for a project with @adamsobel.bsky.social on the valuation of climate information for adaptation
Could be a good fit for an environmental economist or a climate scientist - flexible start date and location
Apply by Dec 1st: recruit.ucdavis.edu/JPF07346
Postdoctoral Scholar - Environmental Science & Policy
University of California, Davis is hiring. Apply now!
recruit.ucdavis.edu
November 3, 2025 at 6:16 PM
🚨The Moore Lab at UC Davis is hiring!🚨
Post-doc for a project with @adamsobel.bsky.social on the valuation of climate information for adaptation
Could be a good fit for an environmental economist or a climate scientist - flexible start date and location
Apply by Dec 1st: recruit.ucdavis.edu/JPF07346
Post-doc for a project with @adamsobel.bsky.social on the valuation of climate information for adaptation
Could be a good fit for an environmental economist or a climate scientist - flexible start date and location
Apply by Dec 1st: recruit.ucdavis.edu/JPF07346
Interesting takeaway from a new ESIG report: Half of recent planning studies assume at least one emerging technology by 2030. Do these timelines seem realistic for advanced nuclear, e-fuels, direct air capture, and the ever-popular "generic resource?"
November 3, 2025 at 4:53 PM
Interesting takeaway from a new ESIG report: Half of recent planning studies assume at least one emerging technology by 2030. Do these timelines seem realistic for advanced nuclear, e-fuels, direct air capture, and the ever-popular "generic resource?"
Be careful out there. They're putting RCP8.5 in candy bars.
October 31, 2025 at 4:09 PM
Be careful out there. They're putting RCP8.5 in candy bars.
Celebrate Bat Week by reading about bat bombs or listening to my colleague Christian Newman talk about how the electric sector is working with conservationists to protect bats from white-nose syndrome on EPRI Current: epricurrent.podbean.com/e/63-a-bat-w...
October 30, 2025 at 5:07 PM
Celebrate Bat Week by reading about bat bombs or listening to my colleague Christian Newman talk about how the electric sector is working with conservationists to protect bats from white-nose syndrome on EPRI Current: epricurrent.podbean.com/e/63-a-bat-w...
The Wikipedia article on bat bombs is full of crazy details. My favorite is the section euphemistically labeled “Setbacks” with a photo of a towering inferno caused by an errant bat carrying an incendiary bomb that escaped, parked itself under a fuel tank, and blew everything up.
October 29, 2025 at 4:41 PM
The Wikipedia article on bat bombs is full of crazy details. My favorite is the section euphemistically labeled “Setbacks” with a photo of a towering inferno caused by an errant bat carrying an incendiary bomb that escaped, parked itself under a fuel tank, and blew everything up.
Eight AP1000s would be big news.
But quadrupling U.S. nuclear capacity by 2050 means building 1.5x that every year for the next 25 years.
But quadrupling U.S. nuclear capacity by 2050 means building 1.5x that every year for the next 25 years.
October 28, 2025 at 3:30 PM
Eight AP1000s would be big news.
But quadrupling U.S. nuclear capacity by 2050 means building 1.5x that every year for the next 25 years.
But quadrupling U.S. nuclear capacity by 2050 means building 1.5x that every year for the next 25 years.
Reposted by John Bistline
This adds to a growing body of literature that very clearly shows the use of short run marginal emissions rates is NOT a credible measure of consequential emissions impacts of various actions. Here, it's rooftop solar... 🔌💡
October 25, 2025 at 12:48 PM
This adds to a growing body of literature that very clearly shows the use of short run marginal emissions rates is NOT a credible measure of consequential emissions impacts of various actions. Here, it's rooftop solar... 🔌💡
“When things have to go quickly.” The Louvre heist brought to you by a “whisper-quiet 230V electric motor.”
Clean energy meets clean getaway.
Clean energy meets clean getaway.
October 23, 2025 at 6:41 PM
“When things have to go quickly.” The Louvre heist brought to you by a “whisper-quiet 230V electric motor.”
Clean energy meets clean getaway.
Clean energy meets clean getaway.
Load projections for ERCOT should called the "Loch Ness Monster" curve. Demand is projected to nearly triple over the next 10 years.
October 23, 2025 at 4:03 PM
Load projections for ERCOT should called the "Loch Ness Monster" curve. Demand is projected to nearly triple over the next 10 years.
Here's the key takeaway from our new Nature Climate Change piece.
October 22, 2025 at 7:56 PM
Here's the key takeaway from our new Nature Climate Change piece.
New in Nature Climate Change: @asawatten.bsky.social and I show how common marginal emissions methods can miss system effects and substitution. Using hourly, long-run modeling can materially alter emissions benefits, which we show for rooftop solar. Paper + summary 👇
October 22, 2025 at 5:38 PM
New in Nature Climate Change: @asawatten.bsky.social and I show how common marginal emissions methods can miss system effects and substitution. Using hourly, long-run modeling can materially alter emissions benefits, which we show for rooftop solar. Paper + summary 👇
Reposted by John Bistline
🚨Oh hey @bistline.bsky.social and I have a short piece in Nature Climate Change out today. It's a response to a great study on global rooftop solar, but it's *really* about the misuse of marginal emissions rates. Something we've been thinking a lot about. #energysky
www.nature.com/articles/s41...
www.nature.com/articles/s41...
Emissions reductions of rooftop solar are overstated by approaches that inadequately capture substitution effects - Nature Climate Change
Nature Climate Change - Emissions reductions of rooftop solar are overstated by approaches that inadequately capture substitution effects
www.nature.com
October 22, 2025 at 3:59 PM
🚨Oh hey @bistline.bsky.social and I have a short piece in Nature Climate Change out today. It's a response to a great study on global rooftop solar, but it's *really* about the misuse of marginal emissions rates. Something we've been thinking a lot about. #energysky
www.nature.com/articles/s41...
www.nature.com/articles/s41...