Bill Weil
@billweil.bsky.social
Climate investor since the olden days, seeking innovative solutions to maximize impact, working like the planet is burning.
Reposted by Bill Weil
In the past 12 months, African countries have ramped up their solar panel imports from 🇨🇳
If fully installed, they would be able to generate electricity equivalent to 5% or more of the the current total power generation in 16 African countries☀️
https://loom.ly/IBLOSSw
If fully installed, they would be able to generate electricity equivalent to 5% or more of the the current total power generation in 16 African countries☀️
https://loom.ly/IBLOSSw
August 28, 2025 at 9:30 AM
In the past 12 months, African countries have ramped up their solar panel imports from 🇨🇳
If fully installed, they would be able to generate electricity equivalent to 5% or more of the the current total power generation in 16 African countries☀️
https://loom.ly/IBLOSSw
If fully installed, they would be able to generate electricity equivalent to 5% or more of the the current total power generation in 16 African countries☀️
https://loom.ly/IBLOSSw
Reposted by Bill Weil
Back in February one of the oil industry analytics firms that always gets top billing by the media said this:
"Rystad expects China’s LNG imports to reach more than 83 Mt in 2025 – greater than the previous record-high in 2021"
So, in February they predicted record LNG imports for China
"Rystad expects China’s LNG imports to reach more than 83 Mt in 2025 – greater than the previous record-high in 2021"
So, in February they predicted record LNG imports for China
China’s LNG Imports Near Record High in 2024 - World-Energy
The volume of liquefied natural gas (LNG) imports to China reached around 77 million tonnes (Mt) in 2024, nearly reaching the record-high of 79 Mt in 2021, according to Rystad Energy.In its latest special market update, Rystad said China’s LNG i
www.world-energy.org
August 28, 2025 at 12:44 PM
Back in February one of the oil industry analytics firms that always gets top billing by the media said this:
"Rystad expects China’s LNG imports to reach more than 83 Mt in 2025 – greater than the previous record-high in 2021"
So, in February they predicted record LNG imports for China
"Rystad expects China’s LNG imports to reach more than 83 Mt in 2025 – greater than the previous record-high in 2021"
So, in February they predicted record LNG imports for China
And it's not just Pakistan, the solar boom is happening across Africa. Markets are not gradual once they tip, they move in peaks and cliffs: ember-energy.org/latest-insig...
The first evidence of a take-off in solar in Africa | Ember
There has been a major pick-up in solar panel imports into Africa over the last 12 months - a shift that is likely to impact almost every country on the continent.
ember-energy.org
August 28, 2025 at 2:34 PM
And it's not just Pakistan, the solar boom is happening across Africa. Markets are not gradual once they tip, they move in peaks and cliffs: ember-energy.org/latest-insig...
Try not to be distracted by the noise, this is the biggest news. The tide is turning, question is only whether quickly enough.
NEW from me: China's CO2 emissions fell ~1.6% in the first quarter and have now been flat or down for more than a year. This is the first time on record that emissions are falling due to clean energy growth, not slow power demand.
NEW – Analysis: Clean energy just put China’s CO2 emissions into reverse for first time | @laurimyllyvirta.bsky.social
Read here: buff.ly/6eAcjRU
Read here: buff.ly/6eAcjRU
May 16, 2025 at 3:55 AM
Try not to be distracted by the noise, this is the biggest news. The tide is turning, question is only whether quickly enough.
Reposted by Bill Weil
The great new IEA AI report very usefully confirms 3 things all of us always suspected...
Our special report on Energy & AI is out now!
It shows AI is set to drive surging electricity demand from data centres in the coming decade
But it also offers the potential to transform how the energy sector works
Read the first-of-its-kind analysis ⬇️ iea.li/3G4nOjY
It shows AI is set to drive surging electricity demand from data centres in the coming decade
But it also offers the potential to transform how the energy sector works
Read the first-of-its-kind analysis ⬇️ iea.li/3G4nOjY
Energy & AI
iea.li
April 10, 2025 at 12:49 PM
The great new IEA AI report very usefully confirms 3 things all of us always suspected...
Reposted by Bill Weil
Each year, #renewable power exceeds its previous capacity, with highest addition recorded in 2024 at 585 GW. But the world still falls short of the 11.2 TW target of #3xRenewables 2030. Read IRENA report-available in 3 languages-to see data from all regions: bit.ly/43wt1eh
March 26, 2025 at 10:01 AM
Each year, #renewable power exceeds its previous capacity, with highest addition recorded in 2024 at 585 GW. But the world still falls short of the 11.2 TW target of #3xRenewables 2030. Read IRENA report-available in 3 languages-to see data from all regions: bit.ly/43wt1eh
Reposted by Bill Weil
Texas Energy Fund troubles continue as another, 1,100 megawatts withdraws; SB 819 has more opposition than any energy bill in recent memory; another anti-energy bill (SB 715) in committee tomorrow; ERCOT to prioritize residential DR; and more
www.douglewin.com/p/massive-g...
www.douglewin.com/p/massive-g...
More Gas Plants Withdraw From Texas Energy Fund: Grid Roundup #48
TEF troubles continue; SB 819 has more opposition than any energy bill in recent memory; another anti-energy bill (SB 715) in committee tomorrow; ERCOT to prioritize residential DR; and more
www.douglewin.com
March 31, 2025 at 5:14 PM
Texas Energy Fund troubles continue as another, 1,100 megawatts withdraws; SB 819 has more opposition than any energy bill in recent memory; another anti-energy bill (SB 715) in committee tomorrow; ERCOT to prioritize residential DR; and more
www.douglewin.com/p/massive-g...
www.douglewin.com/p/massive-g...
Reposted by Bill Weil
Another four gas plants were withdrawn from the Texas Energy Fund. If you want the Texas economy to grow & to avoid rolling outages, you need renewables & storage. This comes the day after the Senate heard a bill to severely restrict solar + wind power, and the Texas economy.
March 28, 2025 at 7:28 PM
Another four gas plants were withdrawn from the Texas Energy Fund. If you want the Texas economy to grow & to avoid rolling outages, you need renewables & storage. This comes the day after the Senate heard a bill to severely restrict solar + wind power, and the Texas economy.
Reposted by Bill Weil
📽️ How much have the US and others given in aid to Ukraine? Who's been the most generous? How does it all compare with previous conflicts?
And what's with Donald Trump's money-for-minerals deal?
All the answers in my primer, this time with bonus extra charts 🤓 www.youtube.com/watch?v=w0B4...
And what's with Donald Trump's money-for-minerals deal?
All the answers in my primer, this time with bonus extra charts 🤓 www.youtube.com/watch?v=w0B4...
Who has given what to Ukraine - and will they get their cash back? | Analysis
YouTube video by Sky News
www.youtube.com
February 26, 2025 at 9:17 AM
📽️ How much have the US and others given in aid to Ukraine? Who's been the most generous? How does it all compare with previous conflicts?
And what's with Donald Trump's money-for-minerals deal?
All the answers in my primer, this time with bonus extra charts 🤓 www.youtube.com/watch?v=w0B4...
And what's with Donald Trump's money-for-minerals deal?
All the answers in my primer, this time with bonus extra charts 🤓 www.youtube.com/watch?v=w0B4...
Reposted by Bill Weil
Today on Volts: Pakistan, a country with ~45GW total installed electrical capacity, has imported a whopping 30GW worth of solar panels since 2020. I talk with two in-country experts about the seismic changes underway, how to keep them going, & what other developing nations can learn from them.
Pakistan's solar boom
Pakistan's massive solar boom is creating a bottom-up energy revolution that could become the blueprint for developing nations worldwide.
www.volts.wtf
February 26, 2025 at 6:39 PM
Today on Volts: Pakistan, a country with ~45GW total installed electrical capacity, has imported a whopping 30GW worth of solar panels since 2020. I talk with two in-country experts about the seismic changes underway, how to keep them going, & what other developing nations can learn from them.
Reposted by Bill Weil
One of the most promising clean energy trends over the last year has been the growth of solar in Republican states in the South.
- AR added 943 MW of capacity (99% vs. 2023).
- MS added 794 MW of capacity (647% vs. 2023).
- LA added 726 MW of capacity (230% vs. 2023).
cleanview.co/annual-repor...
- AR added 943 MW of capacity (99% vs. 2023).
- MS added 794 MW of capacity (647% vs. 2023).
- LA added 726 MW of capacity (230% vs. 2023).
cleanview.co/annual-repor...
February 19, 2025 at 4:26 PM
One of the most promising clean energy trends over the last year has been the growth of solar in Republican states in the South.
- AR added 943 MW of capacity (99% vs. 2023).
- MS added 794 MW of capacity (647% vs. 2023).
- LA added 726 MW of capacity (230% vs. 2023).
cleanview.co/annual-repor...
- AR added 943 MW of capacity (99% vs. 2023).
- MS added 794 MW of capacity (647% vs. 2023).
- LA added 726 MW of capacity (230% vs. 2023).
cleanview.co/annual-repor...
Worth watching: How oil propaganda sneaks into TV shows: youtu.be/wBC_bug5DIQ?...
Thank you @climatetown.bsky.social
Thank you @climatetown.bsky.social
How Oil Propaganda Sneaks Into TV Shows | Climate Town
YouTube video by Climate Town
youtu.be
February 19, 2025 at 6:16 AM
Worth watching: How oil propaganda sneaks into TV shows: youtu.be/wBC_bug5DIQ?...
Thank you @climatetown.bsky.social
Thank you @climatetown.bsky.social
The emperor now officially has no clothes. State backstop insurance programs are mostly functionally bankrupt. This observation is undebatable, the hard question is: how are wealthy, "civilized" societies going address this in a fair and affordable way?
Fed Powell climate observation: "If you fast forward 10 or 15 years, they're going to be regions of the country where you can't get a mortgage, there won't be ATMs. There won't, you know, the banks won't have branches, things like that. That's, that's a possibility coming up down the road."
February 12, 2025 at 5:06 AM
The emperor now officially has no clothes. State backstop insurance programs are mostly functionally bankrupt. This observation is undebatable, the hard question is: how are wealthy, "civilized" societies going address this in a fair and affordable way?
Reposted by Bill Weil
New overview of @IEA
outlooks vs reality from my friend @ChristianOnRE
e.o. Nuclear consistently overestimated and solar underestimated.
The supplement gives you an excel with the data to make your own graphs.
outlooks vs reality from my friend @ChristianOnRE
e.o. Nuclear consistently overestimated and solar underestimated.
The supplement gives you an excel with the data to make your own graphs.
February 8, 2025 at 5:30 PM
New overview of @IEA
outlooks vs reality from my friend @ChristianOnRE
e.o. Nuclear consistently overestimated and solar underestimated.
The supplement gives you an excel with the data to make your own graphs.
outlooks vs reality from my friend @ChristianOnRE
e.o. Nuclear consistently overestimated and solar underestimated.
The supplement gives you an excel with the data to make your own graphs.
Reposted by Bill Weil
Global electric vehicle sales up 25% in record 2024
- UK overtook Germany as Europe's biggest battery-electric market in 2024
HT @carbonbrief.org
www.reuters.com/business/aut...
- UK overtook Germany as Europe's biggest battery-electric market in 2024
HT @carbonbrief.org
www.reuters.com/business/aut...
Global electric vehicle sales up 25% in record 2024
Global sales of fully electric and plug-in hybrid vehicles rose by a quarter last year to over 17 million cars, helped by a fourth consecutive month of record sales in December as China continued to grow and Europe stabilised, data showed on Tuesday.
www.reuters.com
January 14, 2025 at 12:15 PM
Global electric vehicle sales up 25% in record 2024
- UK overtook Germany as Europe's biggest battery-electric market in 2024
HT @carbonbrief.org
www.reuters.com/business/aut...
- UK overtook Germany as Europe's biggest battery-electric market in 2024
HT @carbonbrief.org
www.reuters.com/business/aut...
Reposted by Bill Weil
NEW – Analysis: Record surge of clean energy in 2024 halts China’s CO2 rise | @laurimyllyvirta.bsky.social
Read here: https://buff.ly/4hvRRyG
Read here: https://buff.ly/4hvRRyG
January 27, 2025 at 12:01 AM
NEW – Analysis: Record surge of clean energy in 2024 halts China’s CO2 rise | @laurimyllyvirta.bsky.social
Read here: https://buff.ly/4hvRRyG
Read here: https://buff.ly/4hvRRyG
Reposted by Bill Weil
2024 heat pump sales through November show the clean-heat transition is speeding up in the U.S., Alison F. Takemura reports:
Heat pumps keep widening their lead on gas furnaces
2024 heat pump sales through November show the clean-heat transition is speeding up in the U.S.
buff.ly
January 24, 2025 at 3:05 PM
2024 heat pump sales through November show the clean-heat transition is speeding up in the U.S., Alison F. Takemura reports:
Reposted by Bill Weil
Renewables accounted for nearly half (47%) of EU power generation 2024. Fossil power declined again, despite increases in electricity demand and EU power exports.
More interesting energy insights can be found in 'The EU power sector in 2024' by @ember-energy.org
More interesting energy insights can be found in 'The EU power sector in 2024' by @ember-energy.org
European Electricity Review 2025 | Ember
The EU’s electricity transition continued at pace in 2024, as solar overtook coal for the first time and gas declined for the fifth year in a row.
ember-energy.org
January 23, 2025 at 9:20 AM
Renewables accounted for nearly half (47%) of EU power generation 2024. Fossil power declined again, despite increases in electricity demand and EU power exports.
More interesting energy insights can be found in 'The EU power sector in 2024' by @ember-energy.org
More interesting energy insights can be found in 'The EU power sector in 2024' by @ember-energy.org
Reposted by Bill Weil
This can't be repeated often enough: batteries are getting cheaper incredibly fast.
This not only means that our cars can drive on electricity.
But also that solar and wind become "firm" sources of power, and we can use our electricity grid much better.
www.iea.org/reports/batt...
January 16, 2025 at 11:59 AM
This can't be repeated often enough: batteries are getting cheaper incredibly fast.
This not only means that our cars can drive on electricity.
But also that solar and wind become "firm" sources of power, and we can use our electricity grid much better.
www.iea.org/reports/batt...
Thanks, Eric - great list of folks! 🙏
January 5, 2025 at 7:12 PM
Thanks, Eric - great list of folks! 🙏
Key advantage of electrification: cuts inefficient losses to waste heat very significantly - we do not need to replace all 100 units of fossil energy input. #Electrifyeverything (transport, industry, buildings) plus shifting to clean energy reduces the target to more like 50 units (or less!).
Did you know that 2/3 of all energy we use ends up as waste heat because of how inefficient our energy system is?
Yet we pay for 100% of the energy inputs.
Here’s the US as an example.
Yet we pay for 100% of the energy inputs.
Here’s the US as an example.
January 5, 2025 at 5:07 PM
Key advantage of electrification: cuts inefficient losses to waste heat very significantly - we do not need to replace all 100 units of fossil energy input. #Electrifyeverything (transport, industry, buildings) plus shifting to clean energy reduces the target to more like 50 units (or less!).
Reposted by Bill Weil
A common perception is that clean energy is replacing fossil fuels in developed economies where power demand is not growing fast or even at all, but cannot scale up fast enough to cover demand growth in rapidly developing countries.
Can you guess which five countries provide a counter-example?
Can you guess which five countries provide a counter-example?
January 3, 2025 at 9:07 AM
A common perception is that clean energy is replacing fossil fuels in developed economies where power demand is not growing fast or even at all, but cannot scale up fast enough to cover demand growth in rapidly developing countries.
Can you guess which five countries provide a counter-example?
Can you guess which five countries provide a counter-example?
EV sales are up significantly across the board in the US last year (except one notable company...). Ignore the noise about slowing demand, this is an unstoppable transition to a superior product.
It's the beginning of the month -- and the year! Which means it's time to see how EV sales in the US held up for 2024.
I'd expect to see them rolling in today, starting with
Tesla. I'm particularly curious about GM, Honda and Hyundai.
Stay tuned. I'll add them to this thread.
🔌⚡️🚗 #EnergySky
I'd expect to see them rolling in today, starting with
Tesla. I'm particularly curious about GM, Honda and Hyundai.
Stay tuned. I'll add them to this thread.
🔌⚡️🚗 #EnergySky
January 3, 2025 at 4:28 PM
EV sales are up significantly across the board in the US last year (except one notable company...). Ignore the noise about slowing demand, this is an unstoppable transition to a superior product.
Reposted by Bill Weil
In Ep. 239, mathematician Doyne Farmer of Oxford University explains why conventional economic modeling has failed to anticipate the actual speed of the energy transition, and why using “complexity economics” can give us a much more accurate picture of it.
xenetwork.org/ets/episodes...
xenetwork.org/ets/episodes...
[Episode #239] – Making Sense of Chaos | The Energy Transition Show
Why have most economic models consistently underestimated the actual speed of the energy transition?
xenetwork.org
December 19, 2024 at 12:50 AM
In Ep. 239, mathematician Doyne Farmer of Oxford University explains why conventional economic modeling has failed to anticipate the actual speed of the energy transition, and why using “complexity economics” can give us a much more accurate picture of it.
xenetwork.org/ets/episodes...
xenetwork.org/ets/episodes...
Life advice: always listen to @allisonclements.bsky.social. Also, plan for, but don't panic about AI load growth hype.
🚨 SHIFT KEY's final episode of 2024 just dropped 🚨
@jessedjenkins.com sits down with @allisonclements.bsky.social, Matt DeNichilo, and Lucia Tian to answer one of the biggest climate questions of the year: what does AI mean for decarbonization?
Listen below:
@jessedjenkins.com sits down with @allisonclements.bsky.social, Matt DeNichilo, and Lucia Tian to answer one of the biggest climate questions of the year: what does AI mean for decarbonization?
Listen below:
buff.ly
January 3, 2025 at 1:47 AM
Life advice: always listen to @allisonclements.bsky.social. Also, plan for, but don't panic about AI load growth hype.