Daan Walter
@daanwalt3r.bsky.social
Principal Strategist at Ember
New note out today: Silos for Sunshine. On how the energy transition is really an agricultural revolution in energy — and how storage changes everything.
open.substack.com/pub/electrot...
open.substack.com/pub/electrot...
Silos for Sunshine
We’ve mastered harvesting the sun, but storage is the gamechanger
open.substack.com
October 31, 2025 at 1:35 PM
New note out today: Silos for Sunshine. On how the energy transition is really an agricultural revolution in energy — and how storage changes everything.
open.substack.com/pub/electrot...
open.substack.com/pub/electrot...
Our new article summarizing our electrotech story. Because we realize the 112 pages of The Electrotech Revolution may be a bit too much to process in one go..!
www.weforum.org/stories/2025...
www.weforum.org/stories/2025...
These new technology types are driving the energy transition
The new “electrotech” revolution is based on energy transition solutions that are driven by physics, economics and geopolitics, not just climate action.
www.weforum.org
October 23, 2025 at 1:32 PM
Our new article summarizing our electrotech story. Because we realize the 112 pages of The Electrotech Revolution may be a bit too much to process in one go..!
www.weforum.org/stories/2025...
www.weforum.org/stories/2025...
Honored and excited to be on the 10th anniversary podcast of the Energy Transition Show with @chrisnelder.bsky.social to talk electrotech with @kingsmillbond.bsky.social.
By far my favorite podcast I've done!
xenetwork.org/ets/episodes...
By far my favorite podcast I've done!
xenetwork.org/ets/episodes...
[Episode #259] – 10th Anniversary: New Marching Orders | The Energy Transition Show
For our 10th anniversary, we reflect on what the past decade of our work has been about and consider what the next ten years might require.
xenetwork.org
September 29, 2025 at 7:10 PM
Honored and excited to be on the 10th anniversary podcast of the Energy Transition Show with @chrisnelder.bsky.social to talk electrotech with @kingsmillbond.bsky.social.
By far my favorite podcast I've done!
xenetwork.org/ets/episodes...
By far my favorite podcast I've done!
xenetwork.org/ets/episodes...
Reposted by Daan Walter
TODAY is Sun Day! ✴️ Thousands of people are coming together at 469 events across the U.S. and beyond to celebrate the power of clean energy. Today shines a bright light on the future that we all want - a cleaner, fairer, future for all. ☀️ Join an event near you today: sunday.earth
September 21, 2025 at 12:42 PM
TODAY is Sun Day! ✴️ Thousands of people are coming together at 469 events across the U.S. and beyond to celebrate the power of clean energy. Today shines a bright light on the future that we all want - a cleaner, fairer, future for all. ☀️ Join an event near you today: sunday.earth
We are hiring! Come join my team at Ember and help change the global energy narrative!
@ember-energy.org @kingsmillbond.bsky.social @sambutl3r.bsky.social
www.linkedin.com/jobs/view/42...
@ember-energy.org @kingsmillbond.bsky.social @sambutl3r.bsky.social
www.linkedin.com/jobs/view/42...
Ember hiring Energy Analyst in London, England, United Kingdom | LinkedIn
Posted 2:00:04 PM. Ember is seeking a strong all-rounder to join our energy strategy team, Ember Futures, producing…See this and similar jobs on LinkedIn.
www.linkedin.com
July 25, 2025 at 3:12 PM
We are hiring! Come join my team at Ember and help change the global energy narrative!
@ember-energy.org @kingsmillbond.bsky.social @sambutl3r.bsky.social
www.linkedin.com/jobs/view/42...
@ember-energy.org @kingsmillbond.bsky.social @sambutl3r.bsky.social
www.linkedin.com/jobs/view/42...
Our new article on the long history of electrification, out today: open.substack.com/pub/electrot...
The long march of electrification
A century of growth in electricity has brought us to the Age of Electricity
open.substack.com
July 22, 2025 at 5:59 PM
Our new article on the long history of electrification, out today: open.substack.com/pub/electrot...
Discussing our new note, The Electrification Imperative, with @markhamhislop.bsky.social
youtu.be/DDVm5vmZIwE
youtu.be/DDVm5vmZIwE
The Race is On to Electrify Demand (eg cars, heat pumps)
YouTube video by Energi Media
youtu.be
July 1, 2025 at 8:27 PM
Discussing our new note, The Electrification Imperative, with @markhamhislop.bsky.social
youtu.be/DDVm5vmZIwE
youtu.be/DDVm5vmZIwE
Reposted by Daan Walter
As the US rolls back electrification incentives, Asia seizes on the enormous growth opportunities. @daanwalt3r.bsky.social: “Renewables can make electricity cheaper. Electrification upgrades the everyday technologies households rely on — cars, heating and control systems — and delivers savings.”
The US Is Losing the Electrification Race to Asia
The US is lagging developing nations in Asia in the race to electrify — and that gap may increase if lawmakers decide to add duties on new solar and wind farms to pay for President Donald Trump’s tax ...
www.bloomberg.com
July 1, 2025 at 3:24 PM
As the US rolls back electrification incentives, Asia seizes on the enormous growth opportunities. @daanwalt3r.bsky.social: “Renewables can make electricity cheaper. Electrification upgrades the everyday technologies households rely on — cars, heating and control systems — and delivers savings.”
Reposted by Daan Walter
Mind-bending reality: PHEVs are destroying your wallet!
"In 2024, the average price of a 20 kWh PHEV battery pack—roughly the global sales-weighted average for standard plug-in hybrids—was about the same as a 65 kWh BEV battery pack."
🔋🔋🔋
#alwaysbecharging #battchat by @patrickgeorge.bsky.social
"In 2024, the average price of a 20 kWh PHEV battery pack—roughly the global sales-weighted average for standard plug-in hybrids—was about the same as a 65 kWh BEV battery pack."
🔋🔋🔋
#alwaysbecharging #battchat by @patrickgeorge.bsky.social
June 1, 2025 at 8:11 PM
Mind-bending reality: PHEVs are destroying your wallet!
"In 2024, the average price of a 20 kWh PHEV battery pack—roughly the global sales-weighted average for standard plug-in hybrids—was about the same as a 65 kWh BEV battery pack."
🔋🔋🔋
#alwaysbecharging #battchat by @patrickgeorge.bsky.social
"In 2024, the average price of a 20 kWh PHEV battery pack—roughly the global sales-weighted average for standard plug-in hybrids—was about the same as a 65 kWh BEV battery pack."
🔋🔋🔋
#alwaysbecharging #battchat by @patrickgeorge.bsky.social
The energy debate needs fundamental rewiring.
We wrote a new note on where we see the debate going wrong, and a better way to conceptualize what is happening today: the ‘electrotech’ perspective.
#energysky
open.substack.com/pub/electrot...
We wrote a new note on where we see the debate going wrong, and a better way to conceptualize what is happening today: the ‘electrotech’ perspective.
#energysky
open.substack.com/pub/electrot...
Rewiring the energy debate
The electrotech perspective
open.substack.com
May 28, 2025 at 3:43 PM
The energy debate needs fundamental rewiring.
We wrote a new note on where we see the debate going wrong, and a better way to conceptualize what is happening today: the ‘electrotech’ perspective.
#energysky
open.substack.com/pub/electrot...
We wrote a new note on where we see the debate going wrong, and a better way to conceptualize what is happening today: the ‘electrotech’ perspective.
#energysky
open.substack.com/pub/electrot...
A perfect weekend longread by the great Amory Lovins on why datacenter load growth will likely NOT be as big of an issue as people make it out to be:
integrative-design-for-radical-energy-efficiency.stanford.edu/sites/extrem...
#energysky
integrative-design-for-radical-energy-efficiency.stanford.edu/sites/extrem...
#energysky
integrative-design-for-radical-energy-efficiency.stanford.edu
May 16, 2025 at 10:36 PM
A perfect weekend longread by the great Amory Lovins on why datacenter load growth will likely NOT be as big of an issue as people make it out to be:
integrative-design-for-radical-energy-efficiency.stanford.edu/sites/extrem...
#energysky
integrative-design-for-radical-energy-efficiency.stanford.edu/sites/extrem...
#energysky
Reposted by Daan Walter
Full report: ember-energy.org/app/uploads/...
So very well done @kingsmillbond.bsky.social @sambutl3r.bsky.social @daanwalt3r.bsky.social
So very well done @kingsmillbond.bsky.social @sambutl3r.bsky.social @daanwalt3r.bsky.social
April 22, 2025 at 8:16 PM
Full report: ember-energy.org/app/uploads/...
So very well done @kingsmillbond.bsky.social @sambutl3r.bsky.social @daanwalt3r.bsky.social
So very well done @kingsmillbond.bsky.social @sambutl3r.bsky.social @daanwalt3r.bsky.social
How to deal with energy security in a time like this?
We lay out our views in a new note, "Energy Security in an Insecure World," which just came out this morning.
ember-energy.org/latest-insig...
We lay out our views in a new note, "Energy Security in an Insecure World," which just came out this morning.
ember-energy.org/latest-insig...
Energy Security in an insecure world | Ember
Replacing fossil imports with three key levers—electric vehicles, heat pumps, and renewables—can cut net fossil fuel imports by 70%, saving importers $1.3 trillion globally each year.
ember-energy.org
April 22, 2025 at 11:30 AM
How to deal with energy security in a time like this?
We lay out our views in a new note, "Energy Security in an Insecure World," which just came out this morning.
ember-energy.org/latest-insig...
We lay out our views in a new note, "Energy Security in an Insecure World," which just came out this morning.
ember-energy.org/latest-insig...
Reposted by Daan Walter
protonsforbreakfast.wordpress.com/2025/04/14/t...
I used a model by @daanwalt3r.bsky.social (Daan Walters) to investigate how the cost of 1 GW of firm electricity varies in a plant with various combinations of gas, solar PV and batteries.
Adding Solar PV makes electricity cheaper!
I used a model by @daanwalt3r.bsky.social (Daan Walters) to investigate how the cost of 1 GW of firm electricity varies in a plant with various combinations of gas, solar PV and batteries.
Adding Solar PV makes electricity cheaper!
The cost of electricity: a model
Friends, the other day I came across an interesting article by Daan Walter: Renewables allow us to pay less, not twice. What Kemi Badenoch, and many others, get wrong about renewables. The article …
protonsforbreakfast.wordpress.com
April 14, 2025 at 10:59 AM
protonsforbreakfast.wordpress.com/2025/04/14/t...
I used a model by @daanwalt3r.bsky.social (Daan Walters) to investigate how the cost of 1 GW of firm electricity varies in a plant with various combinations of gas, solar PV and batteries.
Adding Solar PV makes electricity cheaper!
I used a model by @daanwalt3r.bsky.social (Daan Walters) to investigate how the cost of 1 GW of firm electricity varies in a plant with various combinations of gas, solar PV and batteries.
Adding Solar PV makes electricity cheaper!
Reposted by Daan Walter
And the full picture is even more striking:
A top 3 consisting of China, "Deutschland" and China
and guess the growth parties vs the one in decline ...
#alwaysbecharging
A top 3 consisting of China, "Deutschland" and China
and guess the growth parties vs the one in decline ...
#alwaysbecharging
March 12, 2025 at 1:43 PM
And the full picture is even more striking:
A top 3 consisting of China, "Deutschland" and China
and guess the growth parties vs the one in decline ...
#alwaysbecharging
A top 3 consisting of China, "Deutschland" and China
and guess the growth parties vs the one in decline ...
#alwaysbecharging
My new op-ed in Dutch newspaper @nrcnl.bsky.social today on why is is time Europe parts with its incumbent thinking on energy. And needs to go all-in on entrants.
www.nrc.nl/nieuws/2025/...
www.nrc.nl/nieuws/2025/...
Opinie | Laat die fossiele energie gaan; Europa moet vooruit
Energietransitie: Europa moet stoppen met zich zoveel bezig te houden met fossiele industrieën, zegt Daan Walter, anders is het straks irrelevant.
www.nrc.nl
March 7, 2025 at 3:35 PM
My new op-ed in Dutch newspaper @nrcnl.bsky.social today on why is is time Europe parts with its incumbent thinking on energy. And needs to go all-in on entrants.
www.nrc.nl/nieuws/2025/...
www.nrc.nl/nieuws/2025/...
“Hear how it sounds: 500 million Europeans begging 300 million Americans to defend them from 140 million Russians.”
“Today, in Europe, we do not lack economic strength, people, but the belief that we are a global power”
Absolutely spot on by Donald Tusk today.
“Today, in Europe, we do not lack economic strength, people, but the belief that we are a global power”
Absolutely spot on by Donald Tusk today.
March 3, 2025 at 2:17 AM
“Hear how it sounds: 500 million Europeans begging 300 million Americans to defend them from 140 million Russians.”
“Today, in Europe, we do not lack economic strength, people, but the belief that we are a global power”
Absolutely spot on by Donald Tusk today.
“Today, in Europe, we do not lack economic strength, people, but the belief that we are a global power”
Absolutely spot on by Donald Tusk today.
A very much underappreciated fact of Chinese (battery) manufacturing: yes labor costs are lower per worker, but automation is also far more advanced than in the West.
CATL needs only 50 workers per GWh; in the West we seem to need >300.
From: www.crugroup.com/en/communiti...
#energysky
CATL needs only 50 workers per GWh; in the West we seem to need >300.
From: www.crugroup.com/en/communiti...
#energysky
Battery manufacturing: Only the lowest-cost producers will survive - CRU Group
Lithium-ion battery manufacturers are prioritising cost reduction as the main survival mechanism in a market with tight margins and intense price competition
www.crugroup.com
February 20, 2025 at 3:30 PM
A very much underappreciated fact of Chinese (battery) manufacturing: yes labor costs are lower per worker, but automation is also far more advanced than in the West.
CATL needs only 50 workers per GWh; in the West we seem to need >300.
From: www.crugroup.com/en/communiti...
#energysky
CATL needs only 50 workers per GWh; in the West we seem to need >300.
From: www.crugroup.com/en/communiti...
#energysky
Wait, did the IEA just forecast peak gas generation in the US?
They show all supply growth will come from renewables, which grow so fast they even push out gas and coal. Sure looks like peak fossil power. #energysky
They show all supply growth will come from renewables, which grow so fast they even push out gas and coal. Sure looks like peak fossil power. #energysky
February 15, 2025 at 11:09 PM
Wait, did the IEA just forecast peak gas generation in the US?
They show all supply growth will come from renewables, which grow so fast they even push out gas and coal. Sure looks like peak fossil power. #energysky
They show all supply growth will come from renewables, which grow so fast they even push out gas and coal. Sure looks like peak fossil power. #energysky
A good reminder again in the latest IEA Electricity report that high household electricity prices in Europe are to a large extent a CHOICE.
Taxes and levies on gas per unit of energy is much lower. I would argue we'd at least have to level the playing field... #energysky
Taxes and levies on gas per unit of energy is much lower. I would argue we'd at least have to level the playing field... #energysky
February 14, 2025 at 3:07 PM
A good reminder again in the latest IEA Electricity report that high household electricity prices in Europe are to a large extent a CHOICE.
Taxes and levies on gas per unit of energy is much lower. I would argue we'd at least have to level the playing field... #energysky
Taxes and levies on gas per unit of energy is much lower. I would argue we'd at least have to level the playing field... #energysky
You may be familiar with those charts that show how the IEA underestimated solar and EV uptake and keep correcting outlooks upwards — this is the flip side: consistent overestimation and downward corrections of fossil fuel forecasts, emissions, and CCS required to get to net-zero. #energysky
January 9, 2025 at 1:14 AM
You may be familiar with those charts that show how the IEA underestimated solar and EV uptake and keep correcting outlooks upwards — this is the flip side: consistent overestimation and downward corrections of fossil fuel forecasts, emissions, and CCS required to get to net-zero. #energysky
I feel the fact that cleantech is a great tool against inflation has been largely overlooked the past two years.
Lots of talk about how green deal spending on deploying more cleantech may or may not have added to inflation; little to how it steels the economy against future inflation… #energysky
Lots of talk about how green deal spending on deploying more cleantech may or may not have added to inflation; little to how it steels the economy against future inflation… #energysky
December 30, 2024 at 11:59 PM
I feel the fact that cleantech is a great tool against inflation has been largely overlooked the past two years.
Lots of talk about how green deal spending on deploying more cleantech may or may not have added to inflation; little to how it steels the economy against future inflation… #energysky
Lots of talk about how green deal spending on deploying more cleantech may or may not have added to inflation; little to how it steels the economy against future inflation… #energysky
New report out today: "Inside the Race to the Top" — where we look at cleantech competition at the local level in Europe, the US, and China.
Change is accelerating; increasingly powered from the bottom up.
link: rmi.org/insight/insi...
#energysky
Change is accelerating; increasingly powered from the bottom up.
link: rmi.org/insight/insi...
#energysky
December 13, 2024 at 8:12 PM
New report out today: "Inside the Race to the Top" — where we look at cleantech competition at the local level in Europe, the US, and China.
Change is accelerating; increasingly powered from the bottom up.
link: rmi.org/insight/insi...
#energysky
Change is accelerating; increasingly powered from the bottom up.
link: rmi.org/insight/insi...
#energysky
This chart is, to me, still one of the clearest signs that oil demand is about to fall — and oil companies know it. While publicly projecting rising demand, their books show a radical shift from investing in new assets to investing in propping up share prices to keep up appearances. #energysky
December 4, 2024 at 2:18 PM
This chart is, to me, still one of the clearest signs that oil demand is about to fall — and oil companies know it. While publicly projecting rising demand, their books show a radical shift from investing in new assets to investing in propping up share prices to keep up appearances. #energysky