Jim Stover @jimkimba

Breaking: The value of China’s exports of clean energy technologies hit a new all-time record in July, passing the previous high from March 2023. China exported $18.4 bln worth of solar and wind power equipment, EVs and batteries during the month.

And 10 years of consistent policy. We had 920 announced new factories featuring the World’s best technologies. But many of those have paused as they don’t know the rules right now and they change every month.

Aaron Slodov @aphysicist

22 hours ago

And 10 years of consistent policy. We had 920 announced new factories featuring the World’s best technologies. But many of those have paused as they don’t know the rules right now and they change every month.

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At a time when solar, wind, and batteries are 80% of all grid connections in the US and the entire World. The Department of Energy twitter feed has become a disinformation machine. Doesn't impact solar&batteries. It hurts their ability to lead to meet the load growth moment.

U.S. Department of Energy @ENERGY

3 days ago

At a time when solar, wind, and batteries are 80% of all grid connections in the US and the entire World. The Department of Energy twitter feed has become a disinformation machine. Doesn't impact solar&batteries. It hurts their ability to lead to meet the load growth moment.

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One solar panel of 30 kg replaces 8 tonnes of coal (or 40 barrels of oil) and 25 tonnes of CO2 Let me show you: Every solar panel has a number of wattpeak or Wp, that indicates what it produces in "ideal" (1000W/m2) sunshine conditions. So in ideal conditions it would produce…

Covering the planet in solar panels would produce around 150-200 million TWh of electricity a year. That is 1,000x more than the global primary energy consumption of ~180,000 TWh. There's wrong and then there's @SecretaryWright wrong who is LEADING THE DEPARTMENT OF ENERGY ❌

Secretary Chris Wright @SecretaryWright

6 days ago

Covering the planet in solar panels would produce around 150-200 million TWh of electricity a year. That is 1,000x more than the global primary energy consumption of ~180,000 TWh. There's wrong and then there's @SecretaryWright wrong who is LEADING THE DEPARTMENT OF ENERGY ❌

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NREL (which is part of DOE) has already done the land use analysis. We could have 100% clean electricity by 2035 and wind, solar and transmission would use less land than the EXISTING federal oil & gas leases. docs.nrel.gov/docs/fy22osti/… @NREL

This is funny and sad. Secretary Wright's post is so silly and unsophisticated, and yet Twitter's Community Noters managed to find a way to miss the argument entirely and "rebut" with an even more unsophisticated response. It's just all so tiresome. 😞 But let's break it down🧵

Secretary Chris Wright @SecretaryWright

6 days ago

This is funny and sad. Secretary Wright's post is so silly and unsophisticated, and yet Twitter's Community Noters managed to find a way to miss the argument entirely and "rebut" with an even more unsophisticated response. It's just all so tiresome. 😞 But let's break it down🧵

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We've entered the battery age.

Ember @ember_energy

3 weeks ago

We've entered the battery age.

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There’s a persistent myth that new solar farms don’t really help tackle climate change because panels are “made with coal” and “never pay back” their carbon debt. This is simply false. UN data show solar 8x cleaner than gas, 19x than coal per kWh. Solar repays CO2 in 4months.

What a profound impact a few batteries have on grid performance! "In Texas the price of ancillary services dropped from $3.74 per megawatt hour to $0.98, while the cost of maintaining the emergency reserve fell from $76.77 to $9.62 per megawatt hour" @Vernon3Austin @bswud

I've told people for years that the data center and AI electricity demand scare is dramatically overdone. Here's some data from Google: the median Gemini Apps text prompt uses 0.24 watt-hours (Wh) of energy, emits 0.03 grams of carbon dioxide equivalent (gCO2e), and consumes…

Informative chart showing how China's economy has shifted in the past 5 years: China decided to pop its real-estate bubble in 2020 (with the "three red lines" policy). After that, investment in real estate fell markedly, while rising fast in high-end manufacturing, especially of…

One acre of corn for ethanol = 25,000 miles in a Ford F-150. One acre of solar = 700,000 miles in an F-150 Lightning. That’s the scale of possibility Bill McKibben laid out on the Energy Capital Podcast. And here’s the kicker: with agrovoltaics, farmers can still use that land.…

1/12 This Foreign Affairs piece by Dan Wang and Arthur Kroeber argues the US misunderstands why China succeeds in tech and manufacturing. The problem isn't that China "cheats" - it's built deep infrastructure enabling rapid innovation. I agree. buff.ly/ZpA3DSo

NEW from me: Clean energy growth helped China’s CO2 emissions fall 1% year-on-year in the first half of 2025, extending a declining trend that started in March 2024. Power sector CO2 fell 3% as growth in solar power alone matched the rise in electricity demand.

Solar deployment is now happening at a roughly $500B annualized rate. Which technology deployments were larger than this? The US's aircraft production during WWII seems to have peaked at maybe $400B (inflation-adjusted). Global datacenter construction appears to be maybe…

Yesterday, California reached a new record for battery output, surpassing 11 GW for the first time. At 7:15 PM, California's grid scale batteries discharged 11.17 GW, meeting 28.2% of grid power demand ⚡️ California is enjoying midday solar power in the evening ☀️

In a single sentence, the Trump administration just announced that it might block every wind energy project in America. The cost of this extreme policy could cost the US $317B in lost investment. 🧵

And batteries reached their 2nd highlest output ever in Texas as the sun set. Prices remained 98% below the cap. ERCOT, in its own words, "assumes a total planned and unplanned thermal outage amount of 5,195 MW" in August. It's >12,000 right now. #txlege #txenergy

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Doug Lewin @douglewinenergy

a month ago

And batteries reached their 2nd highlest output ever in Texas as the sun set. Prices remained 98% below the cap. ERCOT, in its own words, "assumes a total planned and unplanned thermal outage amount of 5,195 MW" in August. It's >12,000 right now. #txlege #txenergy https://t.co/GwPOWzHI0U

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RIP US offshore wind. US Bureau of Offshore Energy Management rescinds ALL areas designated for offshore wind energy development in federal waters. gcaptain.com/boem-rescinds-…