Dave Jones @CleanPowerDave
Co-founder @Ember_Energy💚 Chief analyst tracking global electricity transition👍 Electricity analyst since 2000, still learning🤓 ember-energy.org London Joined March 2014-
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Dave Jones retweeted
Electric Asia is transforming the energy system With over half the global population, Asia has just 4% of oil and gas reserves but 75% of electrotech manufacturing. The closing of Hormuz galvanises the Asian leapfrog to electrotech. ember-energy.org/latest-insight…
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From the fantastic @ember_energy Futures team @KingsmillBond, @DaanWalt3r, Sam Butler-Sloss and Antoine Isacc. ember-energy.org/latest-insight…
NEW: Asia is going electric⚡️ Asia has 4% of the world's oil+gas supplies. It's perhaps no surprise Asia is doubling down on electrification. Not just China, all of Asia. If you liked last September Electrotech Revolution slidepack, you'll love this...
Dave Jones retweeted
84% of Asia already leapfrogged the US in electrification, with electricity making up 26% of Asia's final energy mix compared to just 21% in the US And that's just the start: Asia is now electrifying 5 times faster
Dave Jones retweeted
BYD is planning to spend €580,000 per station to build out a superfast charging network of 3,000 stations across Europe by 2027, following the successful playbook of Tesla's Supercharger network.
BYD to spend €2bn to develop 5-minute flash chargers in Europe ft.trib.al/s9y9INK
@SStapczynski Gas is currently about 1.5% of India's electricity mix 90GWh/day = just 4GW average load Compared to max demand at 6000GWh/day. robbieandrew.github.io/india/
Dave Jones retweeted
Solar overtook coal in US power generation in May, the first time the renewable source bested the fossil fuel in a calendar month bloomberg.com/news/articles/…
I was working on coal phase-out in 2016. It's hard to express how impossible it would have sounded for solar in the US to generate more than coal by 2026 over a whole month. (Even if that month is only May, which typically has more solar gen and less coal gen) So cool😎
@ENERGY Yes because you started a war, stopping other key oil exporters from exporting their oil🤷♂️
Nevermind about China's EVs, look at its ICE sales😮 May -39% y-o-y Just 560,000 sold, compared to 2,660,000 peak almost ten years ago in Dec-2016.
Dave Jones retweeted
NEW | Solar overtook coal generation in the US for the first month on record In May, solar generated an estimated 12.8% of US electricity, an all-time high! Coal produced 12.2% For now, it's one month, soon it will happen across the year.
@thalesnemo That was 1% true in 2012. It's 2026 now, come on, keep up.
Dave Jones retweeted
China passed peak gasoline + diesel sales more than a year ago. Right now they're on the peak demand plateau. That will soon become a secular decline.
Nevermind about China's EVs, look at its ICE sales😮 May -39% y-o-y Just 560,000 sold, compared to 2,660,000 peak almost ten years ago in Dec-2016.
Dave Jones retweeted
Good morning with good news: World nears peak gas! Gas' global share peaked in 2020 at 23.89%, fell to 21.75% in 2025 & declined for 5 years. Coal peaked in 2007 at 40.84%, falling to 33% in 2025. What Rose? RE rose from 18% in 2007 to 33.76% in 2025! ember-energy.org/latest-insight…
Dave Jones retweeted
⚡🚌 What does a successful electric bus transition look like? #SystemsChangeLab highlights countries already scaling electric bus sales faster than the pace needed globally to reach 56% of bus sales by 2030. Learn more: bit.ly/4lgze3i
@C_Barraud so AI is not only US? It's US-China on US soil?
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