Co-founder @Ember_Energy💚 Chief analyst tracking global electricity transition👍 Electricity analyst since 2000, still learning🤓

London
Joined March 2014
OUT TODAY: The take-off in African solar that official statistics can’t yet see 2026 is on track for +45% in solar installations, setting new records in 36 countries. New methodology reveals 3/4 of growth is distributed solar, much of which is missing from official data..🧵
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The Strait of Hormuz runs 2 ways... a record 2.6GW of solar panels were exported from China to Saudi Arabia in September☀️
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Gas power plants are having a laugh... 😠 The biggest cost of the GB wind constraint isn't turning down the wind in Scotland. It's turning up the gas power plants to replace them in England. How to prevent this gaming and profiteering?
What happens when we produce too much power? Full documentary released on X
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Dave Jones retweeted
This is huge! The BBC just pushed back against Donald Trump after he cancelled his deposition in his own $10 billion defamation lawsuit against the network when their lawyers wanted to question him under oath, and have now asked a federal judge to intervene and make him testify before the discovery deadline. Thank you to the BBC for refusing to back down!
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Dave Jones retweeted
China’s dependency on oil is dropping fast
In September, China's combustion vehicle (ICE) sales dropped to just a third of the market for the first time Battery electric vehicles are getting close to half of the market (47.3%), while Plug-ins added another 19.7%. Only 5 years from >90% to 33% ICE.
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Dave Jones retweeted
This is stunning. Electric vehicles seem to be winning outright everywhere except America.
NEW | EV Adoption is booming around the world The Hormuz crisis once again revealed the risks of an energy system reliant on fossil fuels and countries are taking notice. Growing EV fleets have saved oil importers more than $20 billion since the start of the war.
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EVs are a superior technology and will win
The power of unstoppable S-curves: 49 countries hit record Electric Vehicles sales shares in 2026. It's not what you’d expect: >Viet Nam’s peak share now tops China’s and Sweden’s >Thailand beats Germany and the UK >Uruguay beats France Completely missing: the US, at 6% ember-energy.org/latest-insi…
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The power of unstoppable S-curves: 49 countries hit record Electric Vehicles sales shares in 2026. It's not what you’d expect: >Viet Nam’s peak share now tops China’s and Sweden’s >Thailand beats Germany and the UK >Uruguay beats France Completely missing: the US, at 6% ember-energy.org/latest-insi…
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Dave Jones retweeted
Launched today: @ember_energy has EV sales data. 56 countries, and calculations of energy demand impacts ember-energy.org/latest-insi…
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"I want free, totally up-to-date, verified data on EV sales" 🪄 👇
Our new EV Sales Data Tracker covers 56 countries, making up over 90% of electric car sales and over 80% of all car sales globally. 🚗 Compare monthly EV vs. combustion car sales 🚙 See EVs on the road by type 🛢️ Find out how much oil they’ve displaced
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Dave Jones retweeted
Our new EV Sales Data Tracker covers 56 countries, making up over 90% of electric car sales and over 80% of all car sales globally. 🚗 Compare monthly EV vs. combustion car sales 🚙 See EVs on the road by type 🛢️ Find out how much oil they’ve displaced
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NEW | EV Adoption is booming around the world The Hormuz crisis once again revealed the risks of an energy system reliant on fossil fuels and countries are taking notice. Growing EV fleets have saved oil importers more than $20 billion since the start of the war.
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My favourite format for learning atm is 4-10 min videos.... and this one is really great..
What happens when we produce too much power? Full documentary released on X
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Dave Jones retweeted
What happens when we produce too much power? Full documentary released on X
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Dave Jones retweeted
TOMORROW | EVs keep people moving without relying on oil ⚡ Supply shocks like the Hormuz crisis can restrict mobility as fuel prices surge 💹 Find out where EV sales are growing, and how much they have saved on crude oil costs with our new data tracker, launching tomorrow.
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GOOD NEWS FOR THE GAS MARKET: Weather models are pointing to a broadly warm winter across Japan, South Korea and parts of China ☀️👀 These three countries are the world's top LNG importers. So any drop in demand will help free-up supply for Europe bloomberg.com/news/articles/…
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Today, there was a statement from the President of the United States that an energy ceasefire has been secured. This is good news for everyone – and it is important that it become reality. Unfortunately, Ukrainian skies have been infested with Russian “shaheds” all day today. There have been glide bomb strikes and strikes on our energy infrastructure too. A power plant in Kharkiv was attacked this evening. Overall, this past week alone, the Russians have carried out more than 200 strikes on our electricity generation and transmission facilities in Ukraine, and another 17 strikes this week targeted gas and oil facilities. They have killed more than 150 of our people, and more than 700 people have been wounded. Ukraine has proposed many de-escalatory steps. Putin had one answer to all of them – “nyet.” We do hope that he will finally say something to America, Ukraine, and the entire world that will lead to a real and dignified peace. Ukraine wants peace. The question is whether Russia does. The Armed Forces of Ukraine have received all the appropriate orders. We are awaiting clear details of the dialogue between America and Russia – and we expect Putin to follow through on what President Trump said.
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Dave Jones retweeted
Introducing the Nameplate podcast. Conversations with US utility CEOs at a critical time for a critical industry. Deep dives on the businesses they run, as only they can. Capital markets and policy, but also technology. Trailer here, and links below youtube.com/watch?v=hj8KHirb…
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Just 2% of media articles on Hormuz and oil crisis in the last 3 months mentioned electric vehicles🤔
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