US EV Market Stalls While Global Sales Surge
Global EV market goes K-shaped as the US gets left behind https://t.co/WgCB8lUDPm "EV sales surpassed 20 million units last year, capturing 25% of the global market. Growth was highest in China, and market share in other regions has also been picking up pace. In Latin America, for example, sales grew by 75%. Meanwhile, sales in the U.S. are stagnant, with EVs hovering around 10% market share."
Supply Gaps Persist Despite US Mineral Policy Consensus
If there's one area of policy Trump & Biden actually agree on, it's the importance of securing critical minerals supply chains for key manufactured products. In this new paper in Nature Energy led by @Jieyi_Lu we evaluate strategies to close...
Fervo Energy Launches IPO on Nasdaq as FRVO
@fervoenergy is going public today, launching on the Nasdaq under the ticker FRVO. Congratulations to the whole Fervo team, especially founders @TimMLatimer and @JackNorbeck 🪨🌡️ https://t.co/exNSYgfYyV https://t.co/fVPbalDedq
EVs Set to Displace More Oil than China By
EVs slashed global motor fuel use by 2.3 million barrels per day in 2025 (over 2% of global consumption) as sales grew 20% year on year. By 2030, BNEF expects EVs will displace 5.3 million barrels/day. That's more oil than...
PJM Reopens Queue, Prioritizing Gas Projects Again
PJM's interconnection queue is back open for the first time since 2022. And it's gas, gas, gas, and more gas... https://t.co/o95wpzqCXw https://t.co/MiEOHOp4NK
Independent Study Confirms Corporate Clean Electricity Procurement Findings
This is a great paper from @EPRINews researchers that independently replicates all of the core findings of our earlier ZERO Lab modeling on the impact of various corporate clean electricity procurement strategies. You can find that work summarized here https://t.co/FzZuZFrbpi...
Chinese EVs Leap Ahead Using Nvidia’s Rapid Iteration Model
A great thread here on how Chinese EV companies move so much faster than US and European automakers by adopting the "Nvidia Way" -- rapid design cycle and continual improvements.
BYD Beats Tesla, Launches 1,000‑hp Roadster First
BYD released a new Tesla Roadster before Tesla did. BYD Denza Z is a 1,000 hp luxury drop-top EV hypercar [Images] https://t.co/5CCSnJwjyF Musk first promised the next gen Roadster in... checks notes ... November 2017!
Amazon-Backed X‑Energy Secures $1.02 B IPO
Speaking of IPOs for exciting energy startups... Amazon-Backed Nuclear Firm X-Energy Raises $1.02 Billion in IPO https://t.co/K59eZ3ztTF
Tiny Data Center Gas Projects Outpace Morocco’s Emissions
"New gas projects linked to just 11 data center campuses around the US have the potential to create more greenhouse gases than the country of Morocco emitted in 2024." -Wired There's a better way. At Firma Power we're chatting that way...
Fervo Energy S‑1 Reveals Geothermal Pipeline and Costs
Enhanced geothermal energy pioneer Fervo Energy filed its S-1 in advance of a planned IPO, offering a closer look at their development pipeline, current and projected capital costs, and more. @heatmap_news's @MattZeitlin drills down for some insights: https://t.co/vpluY58Osk https://t.co/Q1X1QDKuNb
Perovskite Panels Pilot Boost Solar Efficiency to 30%
Are perovskite solar panels finally becoming real? https://t.co/2fxNgPsIpv Tandem Solar is starting pilot manufacturing of perovskite glass coverings for silicon PV cells (in Fremont, CA) that boost total efficiency from about 20-22% to ~30%. That's a +36-50% output per square meter. They're still...
Emerald AI Boosts Data Center Flexibility with $25M Funding
Great @CatalystPod with @vsiv explaining data center flexibility and what Emerald AI is doing to make it possible (and why @shaylekann and Energy Impact Partners just led a $25m investment round in Emerald) https://t.co/nqSAqM1wj6 (note: I serve as an advisor to Emerald...
Energy Shock Could Accelerate Global Renewable Adoption
Is this what Republican climate policy looks like? "Early signs are emerging that the energy shock could aid the global spread of renewable power, batteries, electric cars and other climate-friendly tech." https://t.co/aCmx1IcvPw
America's Mobility Costs Rise, Affordable Cars Vanish
The rising cost of mobility is central to the American affordability crisis. The story isn't just about prices at the pump, but also the death of the affordable American car. This is a great essay on what happened to all...