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

London
OUT TODAY: The take-off in African solar that official statistics can’t yet see 2026 is on track for +45% in solar installations, setting new records in 36 countries. New methodology reveals 3/4 of growth is distributed solar, much of which is missing from official data..🧵
10
136
441
51,675
Dave Jones retweeted
Climate in motion: The shifting bell curve ... dancing as the planet overheats. Building more climate visualizations at Celsius Earth to keep track of our planet's "heart beat" w/EKG and pulse. celsius.earth/motion/bell-cu…
35
378
1,145
70,192
Dave Jones retweeted
The FOURTH largest economy in the world now runs on two-thirds clean energy. California proved the skeptics WRONG. You don’t have to choose between climate action and economic growth. We’re doing both.
3,274
2,586
12,958
414,780
JUST RELEASED FROM THE IEA: Their first-ever #Electrification report They conclude it's cost-effective for 33% electrification rate today, based on 2025 technology costs + 2025 energy prices. a. that's really high! b. imagine what it'd be at today's oil+gas prices!?!?
4
9
45
1,738
Dave Jones retweeted
⚡After a record 693 GW of renewables capacity was added globally in 2025, the focus is now on accelerating #electrification, grids & storage and building momentum for #ElectrifyNow on the road to #COP31. That's why this week at the Global Renewables Summit during #ClimateWeekNYC, electrification takes centre stage. Read more ➡️ irena.org/News/articles/2026…
2
18
52
3,370
Dave Jones retweeted
Today, we launched the Planetary Health Check 2026. Seven of nine Planetary Boundaries are transgressed, and pressure on all seven is at its highest recorded level. Yet, we still have a window to change course. But we need to move fast. pik-potsdam.de/en/news/lates…
28
664
1,146
57,996
Dear Big Oil- Did you notice China's ICE car sales are down 30% year-to-date?
22
47
380
20,502
Dave Jones retweeted
The Iran war is keeping the significance of this story under wraps because it’s so much easier to highlight and count lost crude and product supply than suss out lost demand. Especially now. Yes, it may still be just lost demand growth thus far, but not for long. @ColumbiaUEnergy
This is the BEV share of new car sales in Western Europe & it’s growing fast. Yet there are those who want to prolong ICE car manufacturing in the UK. ICE cars have no long term future so why are people calling for this? They will then blame EVs on the death of UK industry 🤦🏻‍♂️
6
10
4,135
NEW from us: India's rapid clean power expansion has kept power sector emissions flat for two years, for the first time in over 50 years, and sharply reduced fossil fuel imports. Oil and gas consumption have also fallen for two years in a row, helping alleviate the Hormuz shock.
NEW – Analysis: India’s power-sector emissions flat for two years due to clean-energy surge ✍️ Written by @laurimyllyvirta @AggarwalAnubhaa @CREACleanAir Read here: buff.ly/JIwsTKV
5
93
276
20,574
Dave Jones retweeted
A clean, electrified energy system has been a dream for decades. Thirty years ago the core components existed, but they weren't economical. That has changed. Chips, batteries, power electronics, motors and sensors have each fallen over 97% in price. It's best to recognise a shift early. Second best is to act on it when it's staring us in the face.
11
64
207
11,844
Dave Jones retweeted
🚨 NEW | The Age of Power is here, as the electron revolutionises energy and intelligence ⚡🧠 Kingsmill Bond and the Ember Futures team unpack how the infotech and electrotech revolutions are converging on one electric stack 🧵1/8 ember-energy.org/latest-insi…
4
15
44
3,330
NEW: "The Age of Power" Infotech and electrotech need to be thought of as one. 99 new slides to melt your brain...🤯
3
19
98
20,146
Stunning work from @KingsmillBond @DaanWalt3r Download for free here: ember-energy.org/latest-insi…
1
4
12
1,062
Dave Jones retweeted
ELECTRIFICATION: Really striking chart showing that three-quarters of final energy demand can now be electrified "economically" (ie at lower lifetime cost) – and 90% electrification is technically possible
25
220
878
39,188
Power generation from coal and gas fell 4% in China in August, as solar and wind covered all electricity demand growth and hydropower and nuclear grew as well. Cement production fell 12%, crude steel 4% and oil refinery output 7%, indicating emission reductions across the board.
16
57
225
11,152
Dave Jones retweeted
Your regular reminder: If the Russians stop fighting, the war ends. If the Ukrainians stop fighting, their land will be occupied, their leaders will be killed, their history and language will be erased, their children will be kidnapped to serve Russia.
1,979
13,814
49,801
786,550
EVs: your time has comeđź’Ş
this is the price for which diesel is currently searching
1
1
14
1,316
Holy mother of EV transition
81
236
2,480
212,761
eerrrr waaaaat?!
Jacob is correct here—we really do earnestly believe AI could kill all humans! I personally think it is >10% within the next decade. I believe Anthropic is trying its best, but we do not yet have a plan to solve alignment for superintelligence and are not clearly on track to.
2
3
1,151
Dave Jones retweeted
2) England is a rare exception. During the 2010s many other countries (including the other 3 UK nations) changed tack, experimenting with ideas like transferrable skills instead of focusing on tried-and-tested disciplines and methods. It looks like those experiments have failed.
82
607
2,954
599,099
Dave Jones retweeted
New PISA data out England is now top ten in all three areas (reading, maths, science) and the second highest performing country outside of east Asia (after Estonia). This is a huge public policy success.
86
432
3,320
574,826