When I get around to writing a book on high-renewables power systems, there will be a chapter on firm capacity requirements called "Dunkel-flirting with disaster".

Currently reseaching datacenter/AI power demand with some colleagues. This was the no. 1 question from clients for this year's New Energy Outlook. Nothing to publish yet, but I do have one request.

Could we all 🙏 please 🙏 start referring to "chip shipments" as just 'chipments'.

Thank you

There's a lot of talk about China's #emissions peaking this year. So time to look back on what #BloombergNEF has said previously:

NEO'16 - peak 2025
NEO'17 - peak 2026
NEO'18 - peak 2030 (I joined BNEF, whoops)
NEO'19 - peak 2027
NEO'20 - peak 2026
NEO'22 - peak 2022
NEO'24 - peak 2023 🤞😯🤞