Loïc Geipel @geipello
It's the Energy, Stupid! Energy and Climate Policy Manager @vda_online. Free Speech Doesn't Mean Careless Talk. Views are my own. Joined September 2011-
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Global grid battery additions (#BESS) have grown from around 1 GW in 2015 to 112 GW in 2025. BloombergNEF expects annual deployments to reach 228 GW by 2030. My Structural Transition Case is considerably more aggressive, reaching 919 GW by 2030, around 4x BloombergNEF's outlook. Why? Because batteries are no longer a standalone market. Their growth is increasingly being driven by the success of solar. More solar creates more midday oversupply and curtailment. More curtailment improves the economics of storage. More storage then enables even more solar. It's a powerful feedback loop. ☀️ Solar drives curtailment. 🔋 Curtailment drives batteries. ⚡ Batteries enable more solar. ☀️ More solar creates more curtailment. Add falling LFP costs, China's manufacturing scale, accelerating electrification, increasing energy security concerns and AI-driven electricity demand, and the case becomes even stronger. LMFP is waiting in the wings, offering higher energy density than LFP, while sodium-ion is queuing up behind it with the potential for even lower-cost stationary storage. Cost curves don't care about opinions. They have a habit of blowing straight past linear projections, as the solar industry has demonstrated repeatedly over the past two decades. They just keep falling. And disruption keeps accelerating. 🔋⚡📉 #BatteryStorage #BESS #EnergyTransition #SolarEnergy #LFP #LMFP #LMR #SodiumIon #Bettrification
Good morning with good news: Solar prices in Saudi Arabia ranged from $11/MWh to $15.1/MWh at four solar sites totaling 3 GWs in its 6th renewable energy tender. 1.1-1.5cents/kWh power! Wow! 43.2 GW of RE has been awarded, with 12.3 GW operating. constructionreviewonline.com/winners-of-con…
It took Volkswagen a million years but here we go The ID.7 in 🇳🇱 is officially cheaper (to buy) than a Passat ⚡️⚡️⚡️ Congrats to all involved, finally becoming a tiny Norway! #alwaysbecharging
Good morning with good news: World nears peak gas! Gas' global share peaked in 2020 at 23.89%, fell to 21.75% in 2025 & declined for 5 years. Coal peaked in 2007 at 40.84%, falling to 33% in 2025. What Rose? RE rose from 18% in 2007 to 33.76% in 2025! ember-energy.org/latest-insight…
Nevermind about China's EVs, look at its ICE sales😮 May -39% y-o-y Just 560,000 sold, compared to 2,660,000 peak almost ten years ago in Dec-2016.
The U.S. is almost matching China in battery investment!
Global battery investment quadrupled since 2022 and will exceed $100 billion in 2026! Battery investment grew 30% in 2025, compared to 2024. Falling costs led to 40% rise in battery deployment to 108 GW in 2025. Batteries firm solar and wind. iea.blob.core.windows.net/assets/4fda38d…
Good morning with good news: All-solid-state batteries are entering production, with mass production in 2027! These batteries have a range of 1,000 to 1,500 kilometers. They are safer & can charge more rapidly. They have an energy density of 400 Wh/kg. electrek.co/2026/06/01/byd…
JUST DROPPED: For years I thought industrial electrification potential was limited. How wrong I was. Engineering studies point to 90%+. Global scenarios support this. Technology is much further ahead than we think. Question is whether policy keeps up. janrosenow.substack.com/p/industry-fro…
CHART OF THE DAY: Electric car sales grew by 20% globally to exceed 20 million in 2025, meaning 1/4 of all new cars sold were electric, according to @IEA new report. Note, however, that a growing share of those electric cars include a gasoline engine (PHEV and EREV).
By 2035, electric cars could account for about half of global car sales, even without any new policy announcements This would mean as many as 510 million EVs on the road (excluding 2- & 3-wheelers) – up from nearly 80 million today New @IEA EV Outlook ➡️ iea.li/434ZhUp
For years, the biggest criticism of renewables was simple: “What happens when the sun isn’t shining?” The answer is increasingly: battery storage. 24/7 solar power is no longer theoretical. In some places, it is becoming economic reality.
Impressive! "Europe now produces batteries for roughly 1 in 3 EVs sold domestically. Announced capacity could meet future demand if fully utilised" Countries of Euro economic area + Switzerland committed ~200 billion euros into EV ecosystem in 2025 reuters.com/sustainability…
Everyone who cares about climate should understand this. Texas, with no pro-climate policies, has blown passed California in clean energy. In large part because Texas has less red tape and makes it easier to build.
Texas just passed California in utility-scale solar. And it's not close in wind or energy storage.
Chinese green-tech businesses love Trump's Iran War as it turned slowing demand for their products into record demand. Looks like Trump is an accidental greenie. Source: as.ft.com/r/f15c2c58-d49…
BYD sales change in April vs. last year: Inside China: -15.5% Outside China: +35%
BYD's sales downturn extends to eighth straight month reut.rs/4diUCDX reut.rs/4diUCDX
In 2024, more than 60% of new cars sold in Ethiopia were fully electric. That’s not a typo. Ethiopia is one of the world’s least motorised countries. It now ranks alongside global EV leaders by share of new car sales. Ahead of most of Europe.
147kWh will be a range monster
The EPA just dropped a document with full details on the 2027 BMW EV lineup with motor outputs and battery pack sizes included 👀 The iX5 will get a 147 kWh battery pack! New iX3 and i3 variants are coming too, with the iX4 expected before the end of the year.
EV share of new car sales in Singapore: 2021: 3.8% 2022: 11.7% 2023: 18.1% 2024: 34% 2025: 45% 2026 (1st 3 months): 60% Game over: 150 years of petrol dominance wiped out in 6 years
Electric vehicles are an extremely powerful tool for reducing oil demand. This is so obvious when you use the same units. There is a ton of chemical energy in the oil we burn to move cars, but you only need a small fraction in electrical energy for EVs to do the same job.
Clean power is enabling fossil-free growth beyond the power sector, as seen with transport. In 2025, EV sales surpassed A QUARTER of the global car market 🚗⚡ The global EV fleet is already displacing 1.8 million barrels of oil demand per day 🛢️ ember-energy.org/latest-insight…
EVs are just going to win. Period.
You can now drive an EV from London to Barcelona on a single charge. Think about that: CATL just unveiled a battery with a 1,500km range that charges in 6 minutes That's: >Faster than a coffee break >Longer than almost any petrol tank >The final nail in the "range anxiety"
Malte Kreutzfeldt @MKreutzfeldt
39K Followers 987 Following Hier ist Sendepause. Der Account bleibt als Archiv bestehen. Neuigkeiten von mir gibt es derzeit nur auf Mastodon und Bluesky (gleicher Benutzername wie hier).
Jakob Schlandt @JakobSchlandt
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toto @josefheynckes
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Christoph Maurer @maurerchr
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Simone Peter 🌍 #Er... @peter_simone
40K Followers 5K Following „Klimaschutz ist zentrale Überlebensfrage, 100 % Erneuerbare Energien dafür zwingend.“ Dr. rer.-nat., Ministerin a.D., https://t.co/Io0ylatoKR
Marco Wünsch @MarcoWuensch
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Markus Meyer ☀️ @zweiem
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Paul Lehmann @pleh_mann
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Felix Chr. Matthes @felixmatthes
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Carsten Pfeiffer @PfeifferCarsten
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Fabian Schmitz-Grethl... @fabianschmitz
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Christiaan Hetzner �... @christiaanhtznr
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Christine A. Clariane... @ChristineC77544
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E.M ceo X @EMceoX176383
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JULIE_LEACH @leach_julie2199
61 Followers 6K Following Am Julie leach of $310.5Million Jackpot winner am donating to random individuals if you get my text then your name was selected as one of the winner💰🏆
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zweite Reihe. Persona... @zweiteReiheNews
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John Raymond Hanger @johnrehanger
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Leon Leuser @leonleus... @LeonLeuser
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Matt Pocius (Tesla St... @MattrPocius
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61 Followers 347 Following Welcome to ESG Wisdom, your one-stop ESG publication where sustainability professionals come together to dive deep into the world of ESG topics.
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29 Followers 73 Following Bonventure & Associate Advocates is a fast-paced and efficient legal firm in Nairobi
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Felix Hamer • elect... @electricfelix
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Malte Kreutzfeldt @MKreutzfeldt
39K Followers 987 Following Hier ist Sendepause. Der Account bleibt als Archiv bestehen. Neuigkeiten von mir gibt es derzeit nur auf Mastodon und Bluesky (gleicher Benutzername wie hier).
Jakob Schlandt @JakobSchlandt
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Klaus Müller @Klaus_Mueller
24K Followers 324 Following Hier twittere ich privat, ansonsten arbeite ich als Präsident der Bundesnetzagentur für Digitalisierung, Energieversorgung & Resilienz in 🇩🇪 & 🇪🇺.
toto @josefheynckes
22K Followers 2K Following regierungsverantwortliche polemik zu politik und sport. wahrer borusse. 🖤🤍💚 liberaler sozi. 🎈 transatlantiker. 🇺🇸freund israels. 🇮🇱
Veronika Grimm @GrimmVeronika
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Christian Lindner @c_lindner
752K Followers 1K Following Früher Politiker (Bundesminister a.D.), heute Unternehmer. Die Liebe zur Freiheit bleibt. 🗽 Posts von mir (CL) und Team (TL)
Constantin Zerger @ConstZerger
8K Followers 852 Following Leiter #Energie und #Klimaschutz bei @Umwelthilfe bzw. #DUH, hier mit eigener Meinung, fährt viel #Fahrrad
Rudi Bachmann @BachmannRudi
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Matthias Huber @EnergyHuber
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Christoph Maurer @maurerchr
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Brigitte Knopf @BrigitteKnopf
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Simone Peter 🌍 #Er... @peter_simone
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Prof. Stefan Rahmstor... @rahmstorf
165K Followers 277 Following Professor of Physics of the Oceans & Head of Earth System Analysis at the Potsdam Institute. Public speaker. Dad. I don’t read comments here, I do at Bluesky.
Marco Wünsch @MarcoWuensch
3K Followers 384 Following Energieszenarien, Strommarkt, Marktdesign, Klimaschutz @Prognos_AG, hier privat.
Stefan Hajek @Stefan_Hajek
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Elisabeth Staudt @eeestaudt
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Heiko Stubner @hstubner
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CN Wire @Sino_Market
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Simon Kuestenmacher @simongerman600
265K Followers 215K Following German #geographer and #demographer in #Melbourne. I curate #maps and #data that explain how the #world works. Obviously all opinions are my own...
Jason @Jas0nYu
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Colin Walker @colinwalker79
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Glenn @GlennLuk
28K Followers 432 Following Co-founder/BoD @HealthCareInc | Previously @Catalyte_io | VC/PE @Investcorp Technology Partners — Tech | Econ Development | Investing | China/APAC
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Urban Composition @urban_comp
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Tycho de Feijter @TychodeFeijter
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Kristin Helberg @kristin_helberg
19K Followers 485 Following Journalistin, Analystin, Moderatorin. Syrien, Nahost, Außenpolitik, Migration, Integration, Islam. Hier nur selten, aktiv auf Facebook, LinkedIn und Insta.
Antoine 🇫🇷 @thetoitoi
17K Followers 443 Following Géopolitique - Défense @ASSEOfficiel 24 yo Franco-Stéphanois ! 🇫🇷🇫🇷 Slava Ukraini ! 🇺🇦🇺🇦
SPD MV @SPDMV
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Christina Kunkel @Kunkeline
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Gregory Zuckerman @GZuckerman
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Phil Roberts 🔋☀�... @philroberts
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LeRaffl @leRaffl
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Dominic Ponattu @ponattudom
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Kai Fieber @wasanderes
406 Followers 478 Following Translator between the suits & the nerds 👨💻CTO & Co-Founder @ambibox_gmbh 👤 TechLover. Nerd. Coffee addict. #emobility #powerelectronics #startups
Belinda Schäpe 林�... @BelindaSchaepe
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Felix Hamer • elect... @electricfelix
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Robert Pietzcker @RobertPietzcker
676 Followers 646 Following Energy system researcher publishing on #EUETS #ClimatePolicy #EnergyEconomics #RenewableEnergy | Father | Tango dancer & Hiker | Views are my own
Harris Berton @HarrisBerton
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Jesse Peltan @JessePeltan
74K Followers 462 Following On a mission to build Type 1 Civilization and restore the biosphere
Gary Black @garyblack00
575K Followers 97 Following Managing Partner, The Future Fund LLC, SEC registered investment adviser. CEO/CIO/PM. https://t.co/FVygs3Yhc0. Disclosure: https://t.co/omhTsCtilh
Dashboard American @NiyerEnergy
5K Followers 3K Following Some problems are solvable with a Good Dashboard.
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