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I see a lot of charts everyday. Few make me go: THIS IS CRAZY. www.carbonbrief.org/ai-boom-mean...
7d
Ooof
A decade ago, analysts were calling Spain a cautionary tale. Too much solar, too fast! Today, Spain is rapidly on its way to having the cheapest power in Europe. Maybe this time, solar naysayers will learn... haha, jk, they'll just move the goalposts.
Akshat Rathi
14d
15d
How wind and solar quietly pushed gas off the margin, and the wholesale price followed.
janrosenow.substack.com
Spain just became one of Europe's cheapest power markets. Here is how.
Neil Grant
David Roberts
Is The Philippines about to be the next Pakistan of solar? There was 10GW of panels exported from China to The Philippines in the last 12 months... 10GW would generate 11% of total national consumption.. and quadruple the country's 2025 solar output🤯 So how real is this? 🧵
What will the global fossil fuel market look like once the closure of the Hormuz ends? In short, volatile and risky but oversupplied - terrible for fossil fuel investors, less so for clean energy investors. The UAE's decision to leave OPEC reinforced this.
Santa Marta has opened a new front for fossil fuel phase-out. If the process initiated there can catalyse greater political momentum to implement the Global Stocktake energy package, it would be a breakthrough. Read our full analysis: climateanalytics.org/comment/sant...
Apt moment to reup this by @samalvis.bsky.social for @prospectmagazine.co.uk: "Blair cites technologies that are both expensive and uncertain" www.prospectmagazine.co.uk/politics/698...
1mo
1mo
1mo
14d
Chart of the day. The energy transition is happening in real time! 😍
Very little would convince me to support Starmer remaining in power in the UK. But 5600 words from Tony Blair criticising the Government (and calling to dig more oil from the North Sea 🤡) might just about do it 😂 www.bbc.co.uk/news/article...
7d
Lauri Myllyvirta
14d
Dave Jones
Neil Grant
Climate Analytics
Neil Grant