Good to see my friends have a thoughtful conversation on how we meet our electricity growth needs. I think the talking points were a bit thick and many questions remained unanswered.

Excellent meeting with Singapore's Minister Tan See Leng at the #IEAMinisterial on Southeast Asia's growing role in global energy markets @IEA & 🇸🇬 will continue cooperating closely to support the delivery of the ASEAN Power Grid Vision and other key priorities...

U.S. SOLAR GENERATION increased to a record 304 billion kilowatt-hours (kWh) or 304 terawatt-hours (TWh) in 2024. Solar generation had increased ten-fold over the previous ten years from 29 billion kWh in 2014. Data prepared by the U.S. Energy Information...
Net-zero by 2050 has “zero point zero chance of happening,” says US Energy Secretary Chris Wright ahead of the biennial IEA ministerial meeting in Paris. (This ministerial meeting will mark a turning point in global energy policy making across industrialised...

The remarkable inefficiency - and destructiveness - of the fossil fuel energy system: two-thirds of all primary energy inputs are wasted, and do not convert into useful energy >When petrol powers a car, three-quarters of the energy is wasted as heat...
Two years ago, Ethiopia did something no other rich country has yet. It banned the import of new fossil fuel cars. In that time, the country went from less than 1% of its vehicles being electric to more than 6%...
Varta unveils residential battery with AI-driven energy management #energysky -- via pv magazine global: https://t.co/wUB2FFX3Ky
Caterpillar VC backs startup ElevenEs as it builds 1GWh LFP cell factory in Serbia #energysky -- via Energy Storage News: https://t.co/lb6SNWjg1K
More bad news for renewables Flooding a low-growth power system with subsidized wind & solar forces nuclear plants to cycle, not run steady. That raises wear, maintenance costs & financial stress, undermining the economics of existing reactors & making new nuclear harder...

Energy Vault secures 1.5 GWh sodium-ion supply for AI #energysky -- via pv magazine global: https://t.co/GWREdYVRjt https://t.co/vzy2INY2hB

A gas-fired power plant in Ohio costing $33 billion? I need help here >>> any details?
KNESS and Hithium enter 2GWh Ukraine partnership, c.700MWh progressed elsewhere in Finland, Estonia and Southeast Europe #energysky -- via Energy Storage News: https://t.co/tD2KIJSygn
Tehran will trade limited, face-saving concessions because it thinks it can survive bombs better than it can survive a domestic revolt. There will be a “bridge deal” that kicks the can. The real deal comes after US mid-term elections.' https://t.co/8UhDWkB5al #Iran #Israel #US #MiddleEast...

Rethinking solar and storage ROI: Beyond old efficiency assumptions #energysky -- via pv magazine usa: https://t.co/Q0dEuzcdle https://t.co/H10BfEMpva
U.S. OIL PRODUCTION has defied expectations for a rapid and significant slowdown in response to lower prices: https://t.co/fMfoyip69Z
‘Greater diversity reshapes expectations’: Women in Energy Storage Network on strengthening and empowering an inclusive industry #energysky -- via Energy Storage News: https://t.co/eoP6Ctpo42
The dumbest thing is that the data center companies are combining the need for training and inference and assuming that all it needs to be in 1,000MW increments. They don't. Here are some estimates...
Japan plans to invest $36 billion in US oil, gas and critical mineral projects 🇯🇵 🤝 🇺🇸 The most significant piece is a 9.2GW gas-fired power plant in Ohio. The investment will be led by SoftBank https://t.co/5io8koo0jd

Scientists say land-preservation costs should be factored into agrivoltaics’ LCOE calculations #energysky -- via pv magazine global: https://t.co/jjFYEDWdIc https://t.co/bRlOQUhcvn

Energy transition delivers fresh growth for BHP, but decarbonisation stays on the back-burner #energysky -- via Renew Economy: https://t.co/o3W8hMqdy5 https://t.co/QgGiAOULsE
Google signs 150 MW deal via NV Energy Clean Transition Tariff for a portfolio of new geothermal projects to be developed by Ormat https://t.co/7hsKR2PAsk #BYONCE (bring your own new clean electricity)
Canada Lags in Electrifying Economy. Competitiveness Problem Looming? Rachel Doran @cleanenergycan discusses electrification, efficiency, and improving affordability for Canadians. #cdnpoli https://youtu.be/IThgTJPe8kM
US electricity demand is rising quickly—and it can only be met with 24/7 reliable power. And yet most of the added electricity "capacity" in 2025 came from intermittent solar. If this continues, electricity prices will continue to rise due to reliable power...
This is consistent with all the chatter about the RVOs lately. Darling Ingredients CEO last week gave a range for BBD RVO of 5.25 - 5.6 billion physical gallons. Appears that half-RIN is dead and the compromise...

The Hybrid3D can 3D print batteries that can fill irregular shapes, like the wing of a drone or the arm of smart glasses. https://spectrum.ieee.org/3d-printed-batteries

New York Abandons Its Fifth Offshore Wind Solicitation #energysky -- via Heatmap News https://t.co/94dqzywhHT https://t.co/NKpJrB5rTK
Demand is what dominates these electricity charts. Supply has followed demand in the US. Stop posting flatlined generation graphs as if they're evidence of US decline or stagnation. They're evidence of US efficiency and a switch to a knowledge economy.

The Book of CFS just arrived The cover shows a top down slice of the SPARC fusion plant, with a ring of 18 D-shaped toroidal magnets, each strong enough to levitate an aircraft carrier. Embedded in the center is a slice...

Industrial policy, again: "India’s Solar Manufacturing Excesses Turn a Boom Into a Glut" https://t.co/VEeIUwYmoM https://t.co/r4CohxBgDI

Battery storage management keeps solar in the energy mix #energysky -- via pv magazine usa: https://t.co/f1Nl7soVAu https://t.co/7w767V89vp
India’s GREW Solar secures 3 GW ALMM approval #energysky -- via pv magazine global: https://t.co/rJL1FDjPwC
At this stage, they should quit, but they should beef up the EIA and improve data quality.

US sanctions squeezed Russian and Venezuelan oil shipping out of mainstream markets. A shadow fleet emerged. Now aging dark fleet tankers are arriving at Indian scrapyards at a record pace. SANCTIONS = WORKAROUNDS = UNINTENDED CONSEQUENCES. https://t.co/GddyWzZwZd
Fixed-tilt and bifacial PV modules best positioned for Arctic deployment, says IEA #energysky -- via pv-tech: https://t.co/8cSrPrIC6I
Colombia deploys 333 MW of PV in 2025 #energysky -- via pv magazine global: https://t.co/AYKjk6wNph

INTERVIEW: Chris Stark (@StarkClimate), head of UK govt "mission" for clean power by 2030 Over 40 mins he explains why UK shd be an "electrostate", why attacks on climate policy are "completely crazy" & why economics are driving the global energy...
Iran says it has “understanding on principles” with the US That was always the most likely outcome. Trump won't risk higher oil prices into an election cycle, writes @Ole_S_Hansen The oil market correctly judges his hawkish rhetoric as theater. #oil #Brent #Iran #geopolitics...
Guyana is the biggest winner from Maduro's ouster in Venezuela. "It removes the biggest barrier for foreign investment," said CSIS's Henry Ziemer Lower risk premium, faster development, higher upside. https://t.co/1Tpj1OK8dp #oil #Guyana #Exxon #geopolitics #energy

Productive meeting with New Zealand's Minister for Energy & Climate @simonwatts_mp at IEA HQ ahead of the 2026 #IEAMinisterial We discussed recent developments in regional & global energy markets and opportunities to further strengthen @IEA-🇳🇿 cooperation https://t.co/tI98Et2YHn
Why Xcel’s bid to reinvent the virtual power plant is so controversial #energysky -- via Canary Media: https://t.co/GL06liTg7p

Been saying this for a while: Guyana (and by extension Exxon) was a big collateral winner of Venezuela developments. https://t.co/QzfRIJKK1F
Batteries are the most important and fastest scaling energy technology of the 21st century. They're destined to be even bigger and more important than solar.
Primary energy is a terrible measure that glazes fossil fuels, most of whose energy is lost as waste heat. Here's how we can do better.
New reflective coating increases BIPV power output by 11% #energysky -- via pv magazine global: https://t.co/3jDOHUi90u
For energy policy making, a key week in Paris as @IEA energy officials gather Feb 18-19 for a biennial ministerial meeting. The IEA’s drift toward net-zero advocacy and overtures to China will be tested as US officials push to a return...
Sungrow and Huawei achieve AAA rating in new PV InverterTech bankability report #energysky -- via pv-tech: https://t.co/MYSpWj5IGI
Great insight from @rtoinsider article about NJ: Brian O. Lipman, director of the New Jersey Division of Rate Counsel said that if NJ passed a law requiring data centers to Bring Their Own Generation, "data center developers would...

Pleased to meet with US Energy @SecretaryWright at IEA HQ before the #IEAMinisterial We discussed a range of global energy matters including how the @IEA Summit on Clean Cooking in Africa on 9-10 July that we're co-chairing in Nairobi can deliver...
ACEN Australia integrates 400MW Stubbo solar PV plant into AU$750 million financing pool #energysky -- via pv-tech: https://t.co/5ezLk03ml3
Balcony plug-in solar panels: Are we ready for this new era of accessible energy? #energysky -- via Solar Power World: https://t.co/ZSpQFGAQDL