Exports of solar products from China reached a massive new record high in March of 68 GW!
Panels: 32 GW
Cells: 18 GW
Wafers: 18 GW
First month of data since the conflict in the Middle East began + incoming changes in Chines tax rebates for solar products
Almost everything we argue about is a substitute for the thing we should be arguing about: the immense wealth & power of an oligarchic class, which captures governments, ruins lives and wrecks the living planet.
This class redirects our rage at scapegoats. To resist its lies is to resist its power.
"If we're serious about carbon dioxide removal, it's going to be the largest thing humanity has ever done," says David Ho, a professor of oceanography at the University of Hawaii at Manoa and an expert on the marine carbon cycle. "It really should be something that governments pour effort into, like the Manhattan Project."
I'm like a broken record about this.
www.nytimes.com/2026/01/08/m...
1500km charge in 6 minutes!! “The boundaries of electrochemistry are still far from being reached, and the possibilities of materials science are still far from being exhausted" - Robin Zeng, CATL founder
Still think its all subsidies & copycat & no science or innovation?
www.ft.com/content/1773...
Not what the fossil fuel oligarchs had in mind, exactly. But very, very nice.
Nice bsky.app/profile/robc...
Also kind of crazy that the Feb to March surge of the ‘new three’ basically means the year-long trend of explosive growth continues 🚀
Globe showing the Atlantic Ocean with arrows depicting the AMOC circulation: warm surface currents (pink/red) flowing northward from the tropics toward the Arctic, and cold deep return currents (blue/purple) flowing southward. The background shows sea surface temperature trends, with a prominent blue cold patch, the "cold blob", south of Greenland, contrasting with warming (orange/red) across the rest of the ocean.
1/ There's a system of ocean currents in the Atlantic that shapes Europe's #climate, drives monsoons, and keeps sea levels stable along the US coast.
In the last 5 years, the scientific evidence that it could collapse has shifted dramatically.
Most people have no idea. 🧵
If you dig deep enough into the corruption of our democracy, down there at the bottom of the hole you find...a lot of oil
open.substack.com/pub/billmcki...
Cartoonish evil will always be with us. But we must change things so that people like this are typing whiny manifestos to each other, not running the world.
Trust your common sense: yes, a series of massive fossil fuel supply shocks is, in fact, going to radically accelerate the process of electrification & decarbonization.
🔋 “We’ve seen an evolution — battery tech is now seen as building grid resilience.”
Falling costs, rising electricity demand and the Middle East disruption are causing a boom in renewables and energy storage.
#batteries #battchat #greensky #energysky
Solar panels that look like copper siding to a building.
A singel solar panel that looks like a piece of copper siding
Solar panels on a modern looking building that are copper colored
Closer image of solar panels with a texture that looks like a natural copper colored building material.
These are solar panels. Holy shit would I pay for this!
"We present a new project we are working on, integrating our photovoltaic glass in 'Corten Steel' color. This glass is part of a collection consisting of 17 different colors, achieving power outputs of up to 160 W/m2." - Onyx Solar
bsky.app/profile/chri...
Turns out it was warning about the closure being fraudulent 🫠
This isn’t “sell the news.”
It’s mispricing the timeline.
Markets are reacting to a headline.
Paper trading is not physical. This market will not return to normal until the next Presidential election.
"For years, the AMOC debate has had what I'd call a comfort of uncertainty. Each alarming result had a reasonable rebuttal."
(Pall Gunnarsson, Reykjavik Institute).
That's over now. We'll have to face the facts.
We need to be honest about what we are seeing here. The Iranian government is still the same theocratic dictatorship and the Iranian people are in desperate straits after the US promised them liberation. The Iranians still control the Strait of Hormuz, still maintain their right to collect tolls...
Found some helpful context here as well: bsky.app/profile/laur...
Biomass 😬😬🪵🔥
@yanqin.bsky.social does this represent “new policy” above the recent 5yr plan? Is it a direct response to the Iran war? Thanks! (Can’t read the paywalled article).
It's April and they are already saying global LNG volumes will decrease in 2026 and Asian countries are a big reason why.
Gift link
A HUGE, narrative-breaking moment for the UK car market
New EVs are now cheaper than petrol cars on average, says Autotrader
Last yr CCC said price parity was due by 2028 – and it's already here
And EVs are already MUCH cheaper to run than petrol
EU Climate Commissioner Wopke Hoekstra is being refreshingly blunt: there is “no workaround” for Europe’s energy price crisis.
Hoekstra’s message? The only way out is through: more electrification, more solar, more wind, more storage, more grid interconnection — and all of it faster.
A striking difference between the 2021-22 and the current fossil fuel crunches is the IEA's response. This time, not a mention of the actual solutions to cut dependence on fossil fuels - clean energy and electrification. This expert letter calls them out for it.
Do it
