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

Go Korea 🇰🇷... EVs reached 29% of market share, and that's BEFORE March's energy crisis... robbieandrew.github.io/carsales/

True

It’s happening and I really don’t get the push against cleaner air, more secure and cheaper energy .. unless of course there are powerful lobbies paying to resist.

2.9 TW of solar globally, half in China. 1.3 TW of wind globally, half in China. The majority of all new capacity is built China.

Do let me know if there's any countries that publish this data that we don't yet track... ...we're continually looking for countries to add...

At last, many governments are publishing monthly solar and wind additions💪 We update our explorer as soon as they're released. We do this for ***25 countries*** -do check it out👇 ASIA: 🇨🇳🇮🇳🇯🇵🇵🇭🇰🇷🇹🇼🇦🇺 AFRICA: 🇿🇦 AMERICAS: 🇺🇸🇨🇱🇦🇷🇧🇷 EUROPE: 🇹🇷🇬🇧🇧🇪🇩🇰🇪🇸🇫🇮🇫🇷🇩🇪🇭🇺🇮🇹🇳🇱🇵🇱🇵🇹 #Opendata

@MBAeconomics1 The 2 biggest solar panel manufacturers are moving away from silver. I'd be surprised if this needed silver.

This amount of solar panels would use anywhere from 48-104 million oz of silver.. where are you gonna find that? Not on the Comex. Not at the SGE. Not the SHFE. Got #silver ? Its so cheap…

NEW | The world installed a record 814 GW of solar and wind capacity in 2025 ☀️⚡️ That's over 1,000 TWh of electricity generation per year... ...enough to displace nearly twice Qatar's annual LNG export volume in gas generation 🔥❌ Fossil fuels crisis? Wind and solar deliver.

Massive kudos to India🇮🇳 for rapidly building their own solar supply chain - doubling panel manufacturing in just 12 months👏

The world is changing right in front of us and no one knows it. Texas is running its world-class economy on 70% renewables, right now. Gas is there if we need it, but for today, we can save the fuel for another day.

Not a study, not a survey - but the actual live data from every @OctopusEnergy Cosy heat pump installed in real homes is now online. And it shows that over 80% of Cosy heat pumps were cheaper to run than a gas boiler over the last year and delivered a COP of 3.7 over the whole year (about 4.3x more efficient than a gas boiler) There’s so much disinformation from fossil fuel lobbyists on heat pumps - and anecdote based on bad installs or out of date tech - but we hear time and time again how much Octopus customer la love their heat pumps. Cosy heat pumps can run as hot as a boiler (70C+), can often be installed with no radiator changes and no new insulation, work with microbore piping, can often retain your old hot water tank if you have one. But so much more - comfort sensors in up to ten rooms, optional remote support and servicing, software updates to literally make your heating better without a visit. Effortlessly working with smart tariffs to save money. British designed, British manufactured and thousands of great British jobs. Helping insulate Brits from the last gas crisis, this gas crisis and more to come. See the data for yourself: octopus.energy/cosy-heat-pump…

China is building 3x as much wind power as the rest of the world combined.

China's electricity use continues to soar: Including: - EV charging up 55% YoY - IT services, including data centers, up 46% YoY

This is Asia's Ukraine moment...

NEW | Electric vehicles avoided oil demand equivalent to 70% of #Iran’s exports in 2025 🚗⚡ Oil remains the Achilles’ heel of the global economy. But Ember’s latest analysis shows EVs are the most powerful tool to reduce that vulnerability. 🔗ember-energy.org/latest-insight… 🧵1/4

@renewablesmiffy Yeah. I moved into a rural new build with an LPG tank and for 3 years I thought it ordinary gas that was in the tank duh !

@CleanPowerDave What’s been most surprising to me in highlighting the frequent peril of homes using heating oil is how many big name energy experts did not realise people even used it and the scale of it There’s definitely more understanding now even if little to improve matters on the horizon

In the UK, it's not gas, electricity or even petrol prices that's causing the political biggest problem atm.. ...it's heating oil for homes, where prices have doubled in 3 weeks. About 1.5 million homes in the UK, mostly rural, use oil.

The Strait of Hormuz is 21 miles wide. Through it flows a fifth of the world's oil. When it closed last week, it knocked 20 million barrels/day off global supply, equivalent to the previous five biggest oil shocks combined. Oil crossed $100 in days. That's what a civilization hostage to scarcity looks like. --- Energy now sits on two curves, and they move in opposite directions. Oil follows depletion: extract more, get less, pay more. Solar follows learning: make more, get cheaper. Every doubling of cumulative solar production over 50 years has cut module prices by 23.7%. Solar panels cost $1,000/watt in 1958. Today they cost $0.07. The two curves crossed a decade ago, but only one is still falling. That's the difference between scarcity and abundance. And today, abundance is WINNING. --- That process is a flywheel — what we call the solar supercycle: More production → lower cost Lower cost → new customers New customers → more demand More demand → more production Repeat Every cost reduction opens a new market. Every new market funds the next cost reduction of solar. You can stress-test the model through our live simulator: exponentialview.co/p/solar-superc… --- You've lived this flywheel before. Intel's first chip: 2,300 transistors. Today's: 100 billion. Mainframes → PCs → smartphones → cloud → AI. Each market was unimaginable at the previous price point. Each one funded the next doubling. Solar is the energy equivalent of the microprocessor. --- The milestones: $1,000/W (1958) → NASA satellites $76/W (late 1970s) → Casio calculators, off-grid telecom $2/W (2010) → utility-scale viability $0.60/W (2015) → competitive with fossil fuels $0.07/W (today) → cheaper than everything Each threshold opened a market that didn't exist before. --- Solar is 9.5% of global electricity today, up from 1% a decade ago. But electricity is only 17% of primary energy. And ~two-thirds of fossil energy is wasted as heat — electrons do the same work with a fraction of the input. Solar's real share of useful energy: ~4%. From 4% to 100% is five doublings. --- As the price keeps falling, harder markets will crack open. At $0.03/kWh: desalination becomes cheap At $0.02/kWh: green hydrogen undercuts grey At $0.01/kWh: direct air capture, PFAS remediation Each one seemed impossible at the previous price point. --- The Strait of Hormuz will reopen. It always does. But sometime in the not-so-distant future, it might close again because that's what chokepoints do. And each time, it will matter a little less. Because while politics is powerful, physics always wins. The learning curve does not close. Full analysis + model: exponentialview.co/p/solar-superc… Thanks to @ramez @janrosenow @CJHandmer @GregNemet

The solar supercycle☀️ Solar price has already fallen to below grid-parity. So here's an interesting thought... what else can solar power as it continues to fall in price? 💡 A new essay from @azeem exponentialview.co/p/solar-superc…