Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Dave Jones Profile picture
Dave Jones
@CleanPowerDave
Build clean power + electrify⚡️ No need for fossil fuels! Global insights Programme Director @EmberClimate. Electricity analyst since 2000, still learning;)
May 8 • 14 tweets • 4 min read
The latest on the global electricity transition🧵

Wind and solar produced 13% of global electricity in 2023; renewables, in total, produced 30%.. Image The rise in wind and solar has ALREADY slowed fossil generation growth from about 3%/year to 1%/year..

And 2023 fossil generation would have been 22% higher without wind and solar.. Image
Apr 22 • 13 tweets • 3 min read
Today, the @IEA has started tracking progress of all 10 things that every country in the world committed to at @COP28_UAE.

You can't say there's no ambition!?... 🧵
#DecadeofImplementation Image Image
Feb 7 • 26 tweets • 7 min read
2023 was the year that the EU electricity transition got real, as power sector CO2 emissions fell by almost a FIFTH 🇪🇺💪🧵 Image The cause of the fall in coal+gas fall was roughly:
- 40% due to rising wind+solar generation
- 20% due to a rebound in hydro generation
- 40% due to fall in electricity demand Image
Jan 24 • 11 tweets • 4 min read
What is interesting in the @IEA's flagship electricity report out today? LOTS 🧵

Peaking China. More certainty that China's coal generation has peaked in 2023 and will begin to fall in 2024 and beyond..Image Peaking global power sector emissions. More certainty that GLOBALLY, 2023 was the peak power emissions...Image
Jan 11 • 13 tweets • 5 min read
Awesome new @IEA flagship report out on renewables.

Here's what I found most interesting...

1. The renewables forecast was upgraded by 33%💪
---- 90% from China, due to more certainty on their renewables strategy
---- 90% from solar, as boom continues to surprise Image 2. Why the big upwards China revision? (It was revised up 64%!) I found this very interesting... Image
Dec 4, 2023 • 15 tweets • 5 min read
This weekend there were so many "deals", this one passed by:

Developed countries agreed to cut overall energy use by 18% by 2030👏💪

What?! Really!? What are they going to do to act on it? Do they even know what they've signed onto?! 🧵 Image On Saturday, every one of the 38 OECD countries (except Israel, New Zealand and Turkey) signed onto a pledge to triple global renewables and double energy efficiency by 2030...
Oct 24, 2023 • 9 tweets • 3 min read
This is the bible of energy transitions.
Do find a quiet place and read it;)

The graphs are soooo rich in great data and messaging. Here are my favourite... RENEWABLES UPGRADED, AGAIN: Image
Oct 1, 2023 • 22 tweets • 5 min read
SUNDAY THREAD:

This week the IEA updated their groundbreaking 1.5 degree Net Zero report. I was lucky enough to be a peer reviewer, and I want to explain in my own words what I think it means..

Yes we can still keep to 1.5 degrees! Were you ready to give up? So many people were - myself included. Tech - especially solar and electric cars - and an acceleration in the US, EU and China, have changed what is possible - even as the IEA have got real and scaled down their expectations for hydrogen and carbon capture. The future will be even more electric than
Sep 26, 2023 • 7 tweets • 3 min read
The IEA's 2021 Net Zero Roadmap was groundbreaking.

Today, their first update is released.

What has changed in 2½ years?

My 6 observations... 🧵 Downgraded: CO2 capture (CCS), CO2 removal, hydrogen, (+bioenergy). These hyped solutions (some say distractions) get a reality check.

Upgraded: solar, batteries, EV and electrification. It's clearer than ever that our future energy system will run on clean power. Image
May 23, 2023 • 13 tweets • 3 min read
How clean is the electricity used by an electric car or a heat pump?

I'd argue that IF it directly leads to building more clean power, then it should count as 100% clean power, not as average or marginal "grid carbon intensity".. Let's say IF (e.g.) China decides to build solar panels explicitly to provide the total power needed for its electric cars - AND IT WOULDN'T HAVE BUILT THOSE SOLAR PANELS OTHERWISE - then the electricity to power the cars should be measured by the CO2 intensity of solar panels -
Feb 3, 2023 • 4 tweets • 1 min read
Yes, EU coal generation did rise in 2022... Bring on 2023;)..
Jan 31, 2023 • 8 tweets • 2 min read
Is it REALLY possible that EU fossil generation could fall by 20% this year?!

We think so... let me explain this graphic... Image NUCLEAR: same generation in 2023 as in 2022..

French nuclear will rebound somewhat in 2023 (already many units are back online), and this will be offset by the final German closures in April and the Belgium unit closure today. Image
Jan 31, 2023 • 4 tweets • 2 min read
2019: EU wind and solar overtake coal
2022: EU wind and solar overtake gas

Yes, we are at THAT stage of the transition already💪 In fact, wind and solar overtook gas AND nuclear last year, to become the EU's biggest combined source of generation in 2022...
Jan 31, 2023 • 17 tweets • 6 min read
The EU coal bounce is dead.

Let me explain why 🧵 First, why did coal rise earlier in the year?

Simple: there was a 7%(!) deficit in Europe's total generation in 2022 because of a nuclear and hydro shortfall.

Only 1/6 of that gap was made in coal...
Nov 15, 2022 • 15 tweets • 6 min read
So here it is.. a 200-page handbook on coal phaseout!

What should we make of it?

First, the headline. Having worked on coal phaseout for almost 10 years, It’s difficult for me to express just how monumental these words are, coming from the @IEA... 🧵 “Net zero pledges cover 95% of coal consumption, so coal phaseout is not a question of “if”, it's a question of "when". Which is just as well, because these net zero dates won’t be enough…
Oct 27, 2022 • 10 tweets • 4 min read
There’s so much in this year’s excellent WEO

It’s now 524 pages. If you want to learn about the energy transition, don’t pay to go university.. just read this!

Here are my key takeaways 🧵 Their headline is positive and compelling. Yes, history is being made, we are en route to peaking fossils 💪

But they also show we need a 38%(!!!) fall in CO2 for 1.5 degrees (NZE) from 2021 to 2030, and they say current policies show a 1% fall in CO2.

A PLATEAU IS NOT ENOUGH!
Oct 25, 2022 • 8 tweets • 2 min read
This great article from @fbirol connects the dots from how the fossil countries are tearing the world apart.. and how the only way out is to step up on clean energy 🤟

straitstimes.com/world/energy-c… 1. It's Russia: "It is so crystal clear that the root cause of the current energy crisis is Russia’s invasion of Ukraine".

Sure, yes.
Nov 4, 2021 • 17 tweets • 5 min read
TODAY'S COAL PHASEOUTS:
WHAT WE KNOW SO FAR... UKRAINE 2035, announced via @PastCoal

It is a major step for a country that has the third largest coal fleet in Europe after Germany and Poland.

Also lots of new other exciting members. Check out the PR already out now...

poweringpastcoal.org/news/press-rel…
Nov 2, 2021 • 13 tweets • 4 min read
What does India's 5 "nectar elements" mean for 2030 ambition?

There seems to be a lot of misreporting on this. i hope we've got this right...

(link to Modi's speech)
mea.gov.in/Speeches-State… Image "1. India will reach its non-fossil energy capacity to 500 GW by 2030"

We think this is aligned with the ambitious 450GW renewables target that Modi has previously set out - which excludes about 60GW of large hydro.
Sep 17, 2020 • 8 tweets • 4 min read
What does EU's impact assessment mean for the electricity sector? Well there's only 1 graph to really any insight, figure 46! #FitFor55...

STEP 1: Use a graph grabber to get the numbers! (the Commission will hate me for doing this!!!!)....

ec.europa.eu/clima/sites/cl… ELECTRIFICATION?

By 2030: EU elec demand will only rise by 9-11%. Major electrification in transport+industry+heating is partly offset by major efficiency.

BUT by 2050 elec demand will more than double!

(this graph is derived from Commission graphs from figure 46!)