Dave Jones

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Dave Jones

Dave Jones

@CleanPowerDave

Co-founder @Ember_Energy💚 Chief analyst tracking global electricity transition👍 Electricity analyst since 2000, still learning🤓

London Katılım Mart 2014
2.8K Takip Edilen18.8K Takipçiler
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Dave Jones
Dave Jones@CleanPowerDave·
RATE MY “COAL COMEBACK” 🫵 8 government announcements are being repeated in the media as evidence of a “return to coal”. 🇮🇹🇯🇵🇩🇪🇰🇷🇵🇭🇹🇭🇧🇩🇵🇰 But how consequential are they.. really?!🧵
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Prof. Ryan Katz-Rosene
Prof. Ryan Katz-Rosene@ryankatzrosene·
Remarkable chart shared by @CleanPowerDave Has fossil fuel generated electricity peaked in every single OECD nation?
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Dave Jones
Dave Jones@CleanPowerDave·
@JavierBlas Yes. Also in 2022... A 1-in-500 year drought led to the lowest level of hydro since at least 2000... ...with the French nuclear outages this created a large 185 TWh gap, equal to 7% of Europe’s total electricity demand in 2022. ember-energy.org/latest-insight…
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Javier Blas
Javier Blas@JavierBlas·
CHART OF THE DAY: The 2022 European energy crisis was mostly about natural gas and electricity prices. The shock of 2026 is (in Europe) largely about oil. EU power markets remain largely stable (📉⤵️). A key reason is that France is producing lots of nuclear power this time.
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Simon Evans
Simon Evans@DrSimEvans·
European battery capacity is expected to grow 5x in 5 years to 2030, says Aurora's Richard Howard – but it will still be behind the US
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Nicolas Fulghum
Nicolas Fulghum@nicolasfulghum·
China's clean power growth reached the next level in 2025. Clean power met all growth in electricity demand. Solar and wind met 94%. China added more solar in 2025 (336 TWh) than the entire world did in 2023 (331 TWh) Fossil generation fell for the first time in a decade.
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Electrek.co
Electrek.co@ElectrekCo·
Huge news from CATL, which has signed a 60 GWh sodium-ion battery deal with HyperStrong. This is the largest sodium-ion order ever placed and equal to half of all energy storage batteries CATL delivered in 2025. CATL claims sodium-ion mass production is solved. (More details electrek.co/catl-sodium-io…)
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Simon Stiell
Simon Stiell@simonstiell·
New data by @ember_energy shows: renewables overtook coal in the global electricity mix in 2025. Climate impacts are hitting every economy. Fossil fuel cost chaos is hitting households & businesses everywhere. Renewables are cheaper, and vital for national economic security.
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Dave Jones
Dave Jones@CleanPowerDave·
ROUGH RULE OF THUMB: this thing will give you enough power to make 1 million AI tokens per day* *Can be a magnitude either way depending on assumptions (and much less tokens if you keep the solar panel inside your house).
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Dave Jones
Dave Jones@CleanPowerDave·
NEW: Falling fossil everywhere: For the first time in 2025, fossil electricity generation fell in EVERY OECD country, compared to its peak. Solar and wind are helping the power sector to transition away from fossil fuels #TAFF
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Dave Jones
Dave Jones@CleanPowerDave·
What's more, China and India also saw falling fossil generation in 2025. From OECD to emerging markets, fossil power’s global decline has begun💪 ember-energy.org/latest-insight…
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Ember
Ember@ember_energy·
NEW | Every @OECD country is now below its fossil peak – and the decline is going global 🌍⚡ For the first time this century, non-OECD fossil generation fell too. 🔗ember-energy.org/latest-insight… 🧵 1/6
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Dave Jones
Dave Jones@CleanPowerDave·
On Saturday at 3.38pm, India🇮🇳 hit a new peak electricity demand... and 22% of it was met with solar☀️
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Laurent Segalen
Laurent Segalen@MegaWattXinfo·
@ember_energy released its 2026 Global Electricity Review (GER26) last week—an extraordinary report showing that 100% of new global electricity generation has been met by renewables. At the same time, the decade’s “twin energy shocks” (Russia in 2022 and Hormuz in 2026) are accelerating existing trends. What do the latest numbers tell us—and what do they mean? @gerardreid14 and I are joined by a great friend of the show, @KingsmillBond , Lead Energy Strategist and Director at Ember, to break it all down. We begin with the GER’s key findings, looking closely at China, the United States, Europe, and India. The figures are striking: in 2025, wind and solar alone accounted for all net global power growth—roughly equivalent to Japan’s total electricity consumption. And even that may be an underestimate, given likely gaps in data from Africa and behind-the-meter generation. From there, the discussion shifts from long-term trends to sudden shocks. These shocks act as accelerators. Consumers, responding quickly, are installing rooftop solar and buying electric vehicles at record rates. Governments, by contrast, often move more slowly, seeking to protect incumbents and hoping for a return to the old status quo. But that return is increasingly unrealistic. Looking beyond the numbers, the episode explores how energy shocks reshape the system. The oil shocks of the 1970s drove gains in efficiency and a wave of nuclear investment. Today’s shocks are pushing electrification, expanding renewables, and speeding up EV adoption. Four major long-term implications stand out: 1) Asia is set to electrify faster than the rest of the world 2) Transport electrification will accelerate 3) LNG will be pushed out of the power sector 4) The long-anticipated “peak oil demand” is drawing closer In summary, we are shifting from a world defined by range anxiety to one increasingly shaped by pump anxiety. Link to papers. - Ember GER26 ember-energy.org/latest-insight… - Twin Shocks ember-energy.org/latest-insight…
🎙Redefining Energy podcast@Redef_Energy

🎙️Ep226. Energy trends and shocks: from “range anxiety” to “pump anxiety” #spotify open.spotify.com/show/4FDIRo16s… #applepodcast podcasts.apple.com/gb/podcast/red… @gerardreid14 @MegaWattXinfo invite @ember_energy @KingsmillBond to discuss latest Energy Trends and Energy Shocks

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Dave Jones
Dave Jones@CleanPowerDave·
@HooverMouse @neso_energy they said they'd do zero last year, but they didn't. i can't blame them for being a bit cautious;)
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mouse@HooverMouse·
@CleanPowerDave @neso_energy Think they need to always keep something online, to avoid the Spanish outage scenario. But getting this low is great to see
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Nicolas Fulghum
Nicolas Fulghum@nicolasfulghum·
India will not be the next China for coal generation. Here's why: India's GDP per capita reached $10,000 in 2025. China was roughly at the same point 15 years ago. In China, a massive expansion of demand an coal generation followed (although that is coming to an end now as well). The difference for India now? Solar, wind and battery storage are now cheap and scalable. India's solar and wind generation per capita are already five times higher than China's were at the same GDP per capita level. Electricity demand is significantly lower for the same GDP as India's economy is more service sector focused. That means India's coal power growth is already stalling out much earlier. Even with some further expansion, it's likely to stall out at less than a third of China's recent peak output from 2024. Most of India's growth over the next decade will be powered by solar, wind and battery storage, not coal, gas and oil.
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Dave Jones
Dave Jones@CleanPowerDave·
The rising price of running diesel generators I expect is playing a big role. Nigeria has the biggest reliance globally - but many of them are in Africa:
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