Dave Jones
@cleanpowerdave.bsky.social
Build clean power + electrify⚡️ Chief analyst and co-founder of @ember-energy.org. Electricity analyst since 2000, still learning;)
Pinned
World Energy Outlook 2025 is out now! 🚨
It shows that as risks multiply in a world thirsty for energy, diversification & cooperation are more urgent than ever.
#WEO25 identifies key choices, opportunities & trade-offs for governments ahead.
Read more 👉 iea.li/3JrSvlq
It shows that as risks multiply in a world thirsty for energy, diversification & cooperation are more urgent than ever.
#WEO25 identifies key choices, opportunities & trade-offs for governments ahead.
Read more 👉 iea.li/3JrSvlq
**NEW CHINA SOLAR EXPANSION STORY**
China has doubled the export of solar cells+wafers to assemble abroad in the last several months.
It still exports about the same amount of solar panels.
In October - for the first time - it exported more cell+wafers than panels 🧵
China has doubled the export of solar cells+wafers to assemble abroad in the last several months.
It still exports about the same amount of solar panels.
In October - for the first time - it exported more cell+wafers than panels 🧵
November 20, 2025 at 4:50 PM
**NEW CHINA SOLAR EXPANSION STORY**
China has doubled the export of solar cells+wafers to assemble abroad in the last several months.
It still exports about the same amount of solar panels.
In October - for the first time - it exported more cell+wafers than panels 🧵
China has doubled the export of solar cells+wafers to assemble abroad in the last several months.
It still exports about the same amount of solar panels.
In October - for the first time - it exported more cell+wafers than panels 🧵
NEW OCTOBER DATA: China exported a RECORD $7 billion of EVs
China export data for ALL countries and ALL cleantech products updated for October:
ember-energy.org/data/china-c...
China export data for ALL countries and ALL cleantech products updated for October:
ember-energy.org/data/china-c...
November 20, 2025 at 4:09 PM
NEW OCTOBER DATA: China exported a RECORD $7 billion of EVs
China export data for ALL countries and ALL cleantech products updated for October:
ember-energy.org/data/china-c...
China export data for ALL countries and ALL cleantech products updated for October:
ember-energy.org/data/china-c...
"The rise of China’s electric truck sector is one of the more under-reported stories in the global energy transition" 💯
apnews.com/article/chin...
apnews.com/article/chin...
China's diesel trucks are shifting to electric. That could change global LNG and diesel demand
China is rapidly replacing its aging diesel trucks with electric models, signaling a major shift in the world’s largest vehicle market.
apnews.com
November 20, 2025 at 12:15 PM
"The rise of China’s electric truck sector is one of the more under-reported stories in the global energy transition" 💯
apnews.com/article/chin...
apnews.com/article/chin...
This summer, solar has been meeting about 10% of global electricity demand😎
November 20, 2025 at 9:27 AM
This summer, solar has been meeting about 10% of global electricity demand😎
Reposted by Dave Jones
Nearly every panel I spoke on this year ended with the same question: "What gives you hope?"
My friends, that question expired years ago. (If you need receipts, my book Saving Us is literally a 300-page answer.)
The real question is: How are you PRACTICING hope?
Because Greta is right ..
My friends, that question expired years ago. (If you need receipts, my book Saving Us is literally a 300-page answer.)
The real question is: How are you PRACTICING hope?
Because Greta is right ..
November 19, 2025 at 3:49 PM
Nearly every panel I spoke on this year ended with the same question: "What gives you hope?"
My friends, that question expired years ago. (If you need receipts, my book Saving Us is literally a 300-page answer.)
The real question is: How are you PRACTICING hope?
Because Greta is right ..
My friends, that question expired years ago. (If you need receipts, my book Saving Us is literally a 300-page answer.)
The real question is: How are you PRACTICING hope?
Because Greta is right ..
66% of all solar and 69%(!) of all wind installed globally this year, will be installed in China🤯🇨🇳
November 19, 2025 at 1:11 PM
66% of all solar and 69%(!) of all wind installed globally this year, will be installed in China🤯🇨🇳
JOB ALERT! Help build a community of African energy expertise... 🌍
AEF is recruiting a "Hub Community Manager". Are you excited about building a research community focussed on energy and economic diversification across Africa?
Apply here: africanclimatefoundation.bamboohr.com/careers/102
Applications close 30th November 2025
Apply here: africanclimatefoundation.bamboohr.com/careers/102
Applications close 30th November 2025
November 18, 2025 at 3:54 PM
JOB ALERT! Help build a community of African energy expertise... 🌍
When the #ParisAgreement was signed, a huge global boom in coal was happening, threatening 4 degrees of warming.
10 years later, and coal's generation increased by the FOURTH most.
Solar #1, wind #2 💪💪💪
10 years later, and coal's generation increased by the FOURTH most.
Solar #1, wind #2 💪💪💪
NEW | The world has achieved nearly a tenfold increase in solar power in the ten years since the #ParisAgreement ☀️
Solar rose from providing 1% of global electricity in 2015 to 8.8% in the first half of 2025.
Emerging economies now lead this growth 📈
https://loom.ly/tlCvBso
Solar rose from providing 1% of global electricity in 2015 to 8.8% in the first half of 2025.
Emerging economies now lead this growth 📈
https://loom.ly/tlCvBso
November 14, 2025 at 1:58 PM
When the #ParisAgreement was signed, a huge global boom in coal was happening, threatening 4 degrees of warming.
10 years later, and coal's generation increased by the FOURTH most.
Solar #1, wind #2 💪💪💪
10 years later, and coal's generation increased by the FOURTH most.
Solar #1, wind #2 💪💪💪
Reposted by Dave Jones
Good thread from Dave about the new IEA "Current Policies Scenario" making a lot of the headlines.
Here is a very quick mock-up I made of what this scenario assumes for solar PV additions through to 2035, with historical context.
I'll let you decide whether this seems likely.
Here is a very quick mock-up I made of what this scenario assumes for solar PV additions through to 2035, with historical context.
I'll let you decide whether this seems likely.
November 12, 2025 at 3:05 PM
Good thread from Dave about the new IEA "Current Policies Scenario" making a lot of the headlines.
Here is a very quick mock-up I made of what this scenario assumes for solar PV additions through to 2035, with historical context.
I'll let you decide whether this seems likely.
Here is a very quick mock-up I made of what this scenario assumes for solar PV additions through to 2035, with historical context.
I'll let you decide whether this seems likely.
This is really quite scandalous... the key assumption that means rising oil demand is that EV sales share will be the same in 2050 as in 2024 in EVERY COUNTRY IN THE WORLD (except China+EU) 🤷♂️
🤡OIL DEMAND WILL KEEP RISING🤡
What are the IEA assumptions that make rising oil demand so improbable?
What are the IEA assumptions that make rising oil demand so improbable?
November 12, 2025 at 9:47 AM
This is really quite scandalous... the key assumption that means rising oil demand is that EV sales share will be the same in 2050 as in 2024 in EVERY COUNTRY IN THE WORLD (except China+EU) 🤷♂️
Reposted by Dave Jones
NEW: Global fossil fuel use will peak before 2030 – unless 'stated policies' are abandoned
Contra some terrible news coverage, IEA World Energy Outlook shows coal near peak, oil peaking by 2030 & gas by 2035 (see chart)
What's going on? 🧵 + cool charts
www.carbonbrief.org/iea-fossil-f...
Contra some terrible news coverage, IEA World Energy Outlook shows coal near peak, oil peaking by 2030 & gas by 2035 (see chart)
What's going on? 🧵 + cool charts
www.carbonbrief.org/iea-fossil-f...
November 12, 2025 at 9:02 AM
NEW: Global fossil fuel use will peak before 2030 – unless 'stated policies' are abandoned
Contra some terrible news coverage, IEA World Energy Outlook shows coal near peak, oil peaking by 2030 & gas by 2035 (see chart)
What's going on? 🧵 + cool charts
www.carbonbrief.org/iea-fossil-f...
Contra some terrible news coverage, IEA World Energy Outlook shows coal near peak, oil peaking by 2030 & gas by 2035 (see chart)
What's going on? 🧵 + cool charts
www.carbonbrief.org/iea-fossil-f...
Reposted by Dave Jones
Read Dave's eye-opening analysis of the IEA's latest energy forecast. If I didn't know better, I'd say the IEA was indulging in outrageous assumptions as a direct result of political pressure.
🤡OIL DEMAND WILL KEEP RISING🤡
What are the IEA assumptions that make rising oil demand so improbable?
What are the IEA assumptions that make rising oil demand so improbable?
November 12, 2025 at 8:52 AM
Read Dave's eye-opening analysis of the IEA's latest energy forecast. If I didn't know better, I'd say the IEA was indulging in outrageous assumptions as a direct result of political pressure.
Reposted by Dave Jones
World Energy Outlook 2025 is out now! 🚨
It shows that as risks multiply in a world thirsty for energy, diversification & cooperation are more urgent than ever.
#WEO25 identifies key choices, opportunities & trade-offs for governments ahead.
Read more 👉 iea.li/3JrSvlq
It shows that as risks multiply in a world thirsty for energy, diversification & cooperation are more urgent than ever.
#WEO25 identifies key choices, opportunities & trade-offs for governments ahead.
Read more 👉 iea.li/3JrSvlq
November 12, 2025 at 7:59 AM
World Energy Outlook 2025 is out now! 🚨
It shows that as risks multiply in a world thirsty for energy, diversification & cooperation are more urgent than ever.
#WEO25 identifies key choices, opportunities & trade-offs for governments ahead.
Read more 👉 iea.li/3JrSvlq
It shows that as risks multiply in a world thirsty for energy, diversification & cooperation are more urgent than ever.
#WEO25 identifies key choices, opportunities & trade-offs for governments ahead.
Read more 👉 iea.li/3JrSvlq
November 12, 2025 at 7:59 AM
🤡OIL DEMAND WILL KEEP RISING🤡
What are the IEA assumptions that make rising oil demand so improbable?
What are the IEA assumptions that make rising oil demand so improbable?
November 12, 2025 at 6:10 AM
🤡OIL DEMAND WILL KEEP RISING🤡
What are the IEA assumptions that make rising oil demand so improbable?
What are the IEA assumptions that make rising oil demand so improbable?
Reposted by Dave Jones
The @iea.org’s World Energy Outlook is here
❌ Ignore the hype on an extended shelf life for fossil fuels
Renewables + electrification = an energy revolution ⚡
Let’s unpack what it all means
🧵1/8
❌ Ignore the hype on an extended shelf life for fossil fuels
Renewables + electrification = an energy revolution ⚡
Let’s unpack what it all means
🧵1/8
November 12, 2025 at 5:00 AM
The @iea.org’s World Energy Outlook is here
❌ Ignore the hype on an extended shelf life for fossil fuels
Renewables + electrification = an energy revolution ⚡
Let’s unpack what it all means
🧵1/8
❌ Ignore the hype on an extended shelf life for fossil fuels
Renewables + electrification = an energy revolution ⚡
Let’s unpack what it all means
🧵1/8
ONE MORE DAY TO THE @IEA #WEO launch!
What does it mean? Get the sensible analysis here...
Register here: t.co/pVz2Bw4cHt
What does it mean? Get the sensible analysis here...
Register here: t.co/pVz2Bw4cHt
November 11, 2025 at 12:18 PM
ONE MORE DAY TO THE @IEA #WEO launch!
What does it mean? Get the sensible analysis here...
Register here: t.co/pVz2Bw4cHt
What does it mean? Get the sensible analysis here...
Register here: t.co/pVz2Bw4cHt
Reposted by Dave Jones
The #COP30 world leaders summit is about to start, and on this thread I'll be tracking how world leaders address energy transition (specifically fossil fuels) in their speeches. Let's go!
November 6, 2025 at 1:39 PM
The #COP30 world leaders summit is about to start, and on this thread I'll be tracking how world leaders address energy transition (specifically fossil fuels) in their speeches. Let's go!
Reposted by Dave Jones
🚨 We’ve updated our open access generative AI model, Faraday, which outputs synthetic smart meter data
❓ This latest version has locational awareness AND is trained on even more of the latest @octopus.energy customer data
🚪 Want access? You can sign up directly - check out details & 🔗 in 🧵
❓ This latest version has locational awareness AND is trained on even more of the latest @octopus.energy customer data
🚪 Want access? You can sign up directly - check out details & 🔗 in 🧵
November 6, 2025 at 12:35 PM
🚨 We’ve updated our open access generative AI model, Faraday, which outputs synthetic smart meter data
❓ This latest version has locational awareness AND is trained on even more of the latest @octopus.energy customer data
🚪 Want access? You can sign up directly - check out details & 🔗 in 🧵
❓ This latest version has locational awareness AND is trained on even more of the latest @octopus.energy customer data
🚪 Want access? You can sign up directly - check out details & 🔗 in 🧵
Reposted by Dave Jones
🚨🚨🚨 NEW REPORT ALERT 🚨🚨🚨
@climateanalytics.org has a new report out today that I’m really excited about. It’s all about 1.5ºC...
▶️ Is overshooting 1.5ºC inevitable?
▶️ Can we still get temperatures back below 1.5ºC?
▶️ If so, how?
If you’re interested in our findings, buckle up for a mega thread...
@climateanalytics.org has a new report out today that I’m really excited about. It’s all about 1.5ºC...
▶️ Is overshooting 1.5ºC inevitable?
▶️ Can we still get temperatures back below 1.5ºC?
▶️ If so, how?
If you’re interested in our findings, buckle up for a mega thread...
November 6, 2025 at 1:00 PM
🚨🚨🚨 NEW REPORT ALERT 🚨🚨🚨
@climateanalytics.org has a new report out today that I’m really excited about. It’s all about 1.5ºC...
▶️ Is overshooting 1.5ºC inevitable?
▶️ Can we still get temperatures back below 1.5ºC?
▶️ If so, how?
If you’re interested in our findings, buckle up for a mega thread...
@climateanalytics.org has a new report out today that I’m really excited about. It’s all about 1.5ºC...
▶️ Is overshooting 1.5ºC inevitable?
▶️ Can we still get temperatures back below 1.5ºC?
▶️ If so, how?
If you’re interested in our findings, buckle up for a mega thread...
Reposted by Dave Jones
Excellent piece to start your day. I loved the parallels @daanwalt3r.bsky.social draws between battery rollout and previous agricultural revolutions. Daan has quickly become one of my favourite authors.
"Electricity is the ultimate perishable good"
No longer. Batteries will change the solar harvest, in the same way silos and refrigeration changed the food harvest... but over years, not decades 🔋🍏
"Silos for Sunshine": a great new thoughtpiece💡
ember-energy.org/latest-insig...
No longer. Batteries will change the solar harvest, in the same way silos and refrigeration changed the food harvest... but over years, not decades 🔋🍏
"Silos for Sunshine": a great new thoughtpiece💡
ember-energy.org/latest-insig...
October 31, 2025 at 10:22 AM
Excellent piece to start your day. I loved the parallels @daanwalt3r.bsky.social draws between battery rollout and previous agricultural revolutions. Daan has quickly become one of my favourite authors.
"Electricity is the ultimate perishable good"
No longer. Batteries will change the solar harvest, in the same way silos and refrigeration changed the food harvest... but over years, not decades 🔋🍏
"Silos for Sunshine": a great new thoughtpiece💡
ember-energy.org/latest-insig...
No longer. Batteries will change the solar harvest, in the same way silos and refrigeration changed the food harvest... but over years, not decades 🔋🍏
"Silos for Sunshine": a great new thoughtpiece💡
ember-energy.org/latest-insig...
October 31, 2025 at 9:06 AM
"Electricity is the ultimate perishable good"
No longer. Batteries will change the solar harvest, in the same way silos and refrigeration changed the food harvest... but over years, not decades 🔋🍏
"Silos for Sunshine": a great new thoughtpiece💡
ember-energy.org/latest-insig...
No longer. Batteries will change the solar harvest, in the same way silos and refrigeration changed the food harvest... but over years, not decades 🔋🍏
"Silos for Sunshine": a great new thoughtpiece💡
ember-energy.org/latest-insig...
Reposted by Dave Jones
Climate change is one of the most serious challenges we face, and I’m committed as ever to supporting breakthroughs that will help the world reach net-zero.
October 29, 2025 at 2:55 AM
Climate change is one of the most serious challenges we face, and I’m committed as ever to supporting breakthroughs that will help the world reach net-zero.
NEW: Global offshore wind targets will help to propel a tripling of global offshore wind capacity in just 6 years💪
Although many countries may achieve their 2030 target slightly later than planned, the US is the only country that has effectively deserted its target...🧵
Although many countries may achieve their 2030 target slightly later than planned, the US is the only country that has effectively deserted its target...🧵
October 30, 2025 at 8:12 AM
NEW: Global offshore wind targets will help to propel a tripling of global offshore wind capacity in just 6 years💪
Although many countries may achieve their 2030 target slightly later than planned, the US is the only country that has effectively deserted its target...🧵
Although many countries may achieve their 2030 target slightly later than planned, the US is the only country that has effectively deserted its target...🧵
Reposted by Dave Jones
