Assaad Razzouk Profile picture
Jun 9, 2023 16 tweets 5 min read Read on X
The renewables revolution is unfolding live, fast and furiously.

"It's exponential, global, and this decade": look at the data and do the math

THREAD
Building block #1: Mineral extraction for a renewable system (43 mt/y) is 360 times less than for fossil fuels (over 15,000 mt/y) Image
Building block #2: Exponential change is all around us Image
Building block #3: Fossil fuel demand has peaked Image
Building block #4: the manufacturing capacity we need is already here, with announced projects already sufficient to build all the solar, wind and batteries required for 2030 Image
Most analysts have not caught up, yet Image
This is the Renewable Age Image
China is leading, for now: its capital expenditure on renewable technologies is higher than in the United States and Europe combined Image
But the US and Europe have woken up Image
Cheap renewables are opening up a new paradigm Image
We will stop - sooner than most think - paying $2 trillion of rent to Big Oil and their enablers, all of whom are fighting a losing battle to protect their "profits" and subsidies at the expense of everyone's health and future Image
70% of fossil fuel demand is already being displaced by existing renewables solution Image
The "debate" is rapidly changing from a "green premium" which only exists because of fossil fuel subsidies, to a green prize Image
We will save 8 million lives a year by getting rid of burning fossil fuels Image
And we are very much on track - with energy modelers catching up, some more slowly than others Image

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More from @AssaadRazzouk

Feb 7
Don’t mess with Texas ... solar, or market economics!

In February 2026, Texas took the crown as the #1 state for utility-scale solar: Solar went from 2% in 2020 to out-generating coal

They said it couldn't be done in the land of oil and gas. They were (of course) wrong

THREAD Image
>Texas solar exploded to 40GW+, or 14%+ of total power, pushing coal into the rearview mirror in the ERCOT mix (14% vs 13%)
>Texas now leads the US in utility-scale solar capacity, moving past California's long-standing reign

2/7
Texas now also has over 15 GW of operational battery storage which acts as the shock absorber for solar when the sun sets, capturing midday solar surplus and discharging during the critical 7-9 PM evening ramp

Texas is taming the Duck Curve in real-time

3/7
Read 7 tweets
Jan 5
The "Range Anxiety" era is ending: CATL just confirmed Sodium-ion batteries are hitting the mass market in 2026
>500km (311 mi) range
>175 Wh/kg density
>Works in freezing cold (-40°C)

Lithium isn't replaced; it’s getting a cheaper, tougher partner

THREAD Image
Sodium was supposed to be for "low-end" scooters. CATL just proved it can power standard passenger EVs. Their "Dual-Star" strategy mixes Sodium + Lithium in one pack. You get the range of Lithium with the low cost and cold-weather resilience of Sodium

2/4
The Race is On:
>BYD: Flooding the budget market (Seagull/Scooters). >Northvolt: Validated 160 Wh/kg, targeting Grid Storage first
>HiNa: Already piloting commercial logistics

3/4
Read 4 tweets
Sep 16, 2025
Since the dawn of civilization, human progress has been constrained by severe energy scarcity. That's now over within a decade: Humanity is on its way to energy super-abundance. It's the "Electrotech Revolution"

@ember_energy's new report is a page turner

THREAD
You don't need to imagine a world where we have a 100x leap in energy abundance. It's around the corner (says the math) Image
It's all around us, for those paying attention Image
Read 13 tweets
Apr 28, 2024
Just 6 companies dump 25% of global plastic pollution
1 Coca-Cola 11%
2 PepsiCo 5%
3 Nestle 3%
4 Danone 3%
5 Altria 2%
6 Philip Morris 2%

And just 56 companies dump more than 50% of global plastic, polluting at will with no consequences

THREAD

science.org/doi/10.1126/sc…Image
That's why 196 fossil fuel and chemical industry lobbyists have registered for the critical 4th UN session to advance a global plastics treaty, outnumbering country delegations, scientists and everyone else

2/5

ciel.org/news/fossil-fu…
Context: Global plastic production - 99% oil - doubled between 2000 and 2019, while plastic we mostly don't need has become lethal and found everywhere, from the deepest levels of oceans to bottled water, meat, vegetables, our bloodstreams and brains

3/5

independent.co.uk/climate-change…
Read 5 tweets
Apr 3, 2024
Encyclopedic from Columbia's Sabin Center for Climate Change Law (@SabinCenter): "Rebutting 33 false claims about solar, wind, and electric vehicles" (all pushed - of course - by oil trolls and bots powered by Big Oil's fake profits)

THREAD
1 Electromagnetic fields from solar farms are harmful to human health: WRONG

2 Toxic heavy metals, such as lead and cadmium, leach out from solar panels and pose a threat to human health: WRONG
3 Solar panels generate too much waste and will overwhelm our landfills: WRONG

4 Clearing trees for solar panels negates any climate change benefits: WRONG

5 Solar energy is worse for the climate than burning fossil fuels: WRONG
Read 15 tweets
Mar 15, 2024
The European Environment Agency sent to EU leaders its first-ever report on the climate risks their people face

What are they trying to say in dense bureaucratic-speak? We're in the epoch of total climate f&%kery, to quote @EliotJacobson

THREAD
1. Serious people are now putting together charts which show, wait for it, warming of 7C+, while their minimum is 2C

I am not sure the general public (or our politicians) understands that we have zero evidence that we - humanity - can cope with any of this. Zero.

2/n Image
2. Europe is not in a good place, at all: "The observed rate of increase of annual mean temperature for specific regions in Europe is more than 2.5 times the global mean temperature increase"

3/n Image
Read 14 tweets

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