Real-Zer(r)o - climate action with multiple hats: Institute for European Energy & Climate Policy (IEECP) * Verico SCE * Nordur Power Grid Association * GVCI
India's coal power is going into a structural decline because: batteries
>Cumulative tendered energy storage capacity skyrocketed to 90GW
>Monster 3.37 GWh battery array in Gujarat was just operationalized, making it world’s largest single-location battery storage deployment outside of China, with plans to hit 10 GWh next year and an incredible 50 GWh by 2031
>State-owned utility NTPC just issued an EPC tender for a monster 7.8 GWh battery installation in Rajasthan, a size unprecedented in global BESS procurement history
>From right now until 2027, a massive deployment of 2-hour, 2-cycle battery configurations is underway across major solar hubs (like Gujarat and Rajasthan) to aggressively crush morning and evening peak demand windows
>As India charges 500GW clean energy by 2030, it's on track to deploy 61 GW / 218 GWh of grid-scale storage
The entire growth in India’s electricity demand through 2030 will be completely absorbed by renewables and storage, and total coal generation in 2030 will drop below 2020 levels: India is rapidly moving to substitute 27GW of planned "zombie" coal plants with clean capacity and battery storage to save the Indian power system $6b/year in reduced costs
When a single country has over 60 GWh of projects in active execution and another 80 GWh under tendering, the "baseload coal" argument is dead on arrival
Wires are chewing pipelines
The worst heat pump is more efficient than the best gas boiler.
A gas boiler turns one unit of energy into less than one unit of heat.
A heat pump delivers 3 to 4 units of heat for every unit of input.
More in future Substack long read. Sign up here: https://t.co/In5lBaF2ox
One in 10 two- and three-wheelers worldwide are already electric. And the trend is accelerating.
>In 2025, EVs wiped out 2.3m barrels of oil demand/ day, of which electric 2- and 3-wheelers were ~50%
>There are now 350m electric 2- and 3-wheelers on the road globally
>In India, electric models captured 70% of the entire new 3-wheeler market, because their cost of ownership has gone below diesel and gas
>In Viet Nam, electric 2-wheelers market crossed 20% share. In Türkiye, electric 3-wheeler sales went from zero to over 100,000 units inside 5 years. Across Sub-Saharan Africa, commercial moto-taxi drivers are cutting their daily energy bills to under $2/day using modular battery-swapping networks. And so on.
Wires are chewing pipelines
El Niño is arriving on our doorstep in the coming months with 90% certainty.
The world must treat it as the urgent climate warning it is.
The only effective response is #ClimateAction equal to the crisis – ending the addiction to fossil fuels, accelerating the shift to renewables, protecting the most vulnerable, and delivering early warning systems for all.
https://t.co/owmmCChyb3
I’m a climate scientist. Let me fix this headline.
“Nearly a century ago, scientists showed that burning fossil fuels warms the planet.*
Today, we know human emissions account for over 100% of the warming.**
Yet dark money and disinformation still work to keep Americans addicted to fossil fuels.”***
* in 1937, Guy Callendar published a paper showing that the world had already warmed over the last 50 years due to human emissions what he called “carbonic acid“ – what we now call CO2 – from burning fossil fuels
** If you are wondering, “how could humans be causing more than 100% of the warming?”
— it’s because, according to natural factors, the earth should be cooling right now.
So our emissions are offsetting that cooling AND causing all of the observed warming.
*** For more on the well funded disinformation campaign, read or watch Merchants of Doubt and The Petroleum Papers
Hard to believe I’m even writing this.
Meteorological summer hasn’t even begun, yet Paris, France has already logged more days above 32°C (89.6°F) than its annual average.
The boring heat pump is obliterating gas demand in Europe: heat pumps will cut 30 bcm of natural gas demand out of European buildings and light industry, each year, by 2030, a permanent structural erasure of gas demand
>30 bcm is about 20% of the entire annual output of the US LNG export infrastructure
>It's also 19% of Qatar’s entire annual global LNG exports, pre Hormuz
>And 80% of the total capacity of Russia's Power of Siberia 1, which ships 38.8 bcm/year to China
In Germany for example, heat pumps have outsold gas boilers for the 1st time in modern history. In the US, they've beaten gas boilers for 4 consecutive years
Every single heat pump is a non-reversible eviction notice for a fossil gas pipe
Mega heat pumps can replace fossil fuels in industry.
Huge innovation already:
In 2018 the frontier sat at ~165°C & a few MW.
By 2024: 280°C & up to 100 MW. +115°C & a 50x capacity jump in six years.
More soon, sign up here https://t.co/In5lBaF2ox
My latest for Bloomberg: "We are about to see the Great Clean Energy Acceleration 2.0 – a discontinuity in energy markets as profound as the oil shocks of the 1970s, and one that could bring forward peak fossil fuel use and emissions to this side of 2030." https://t.co/857eRwNea3
📣 Just out: our new study on the 'cold blob' in the Northern Atlantic. Is that due to ocean currents bringing less heat there, or due to more heat being lost through the sea surface?
Our data analysis strongly suggests it's due to #AMOC slowing.
https://t.co/Po7mmOSiGC
Europe doesn't need to become America to succeed:
Supporters of deregulation want Europe to be more like the US. But that would serve only American interests.
My latest in @guardian today
https://t.co/grUFaIETNq
Round-the-clock renewable power is moving from theory to economics, according to a new report from the International Renewable Energy Agency. IRENA’s paper, 24/7 Renewables: The Economics of Firm Solar and Wind, argues solar and wind are no longer just cheap sources of electricity when the weather is right but increasingly viable as firm power when paired with batteries, overbuild and flexibility.
https://t.co/OJHzJozhdh
This article says climate change is “believed to have played a role” in the UK's extreme heat this week.
As a climate scientist, let me fact-check that.
First, climate change is not a religion. No belief is required. It is about evidence.
And the evidence has been crystal clear for more than two decades: climate change is making heat waves hotter, longer, more frequent and more dangerous.
In fact, science has advanced far beyond saying climate change merely “played a role.” Today, we can quantify how much more likely and how much hotter climate change made a specific event.
Here's the bottom line:
Climate is changing. Humans are responsible. And we are experiencing the impacts now. That’s the bad news.
The good news is that solutions already exist, and the majority of people care - 89%, around the world!
But meaningful action depends on helping people understand not just what is happening: we need to know how it affects our lives (this heat wave being example A today) and what we can do about it.
That’s the opportunity this reporting missed.
https://t.co/vYfPDKcWWf
Global solar power output grew by 30% in 2025 and overtook wind for the first time on record 📈
A decade ago, wind power generated three times more electricity than solar.
https://t.co/oJZTWTdmTq
Russia’s brutal overnight attack on Kyiv is another horrifying reminder of the human cost of this war. Civilians should never wake up to missiles, drones, explosions, and fear for their lives. Homes destroyed, families shattered, innocent people killed and injured - this is unacceptable.
We strongly condemn the attack and stand by the victims and the people of Ukraine.
Check out my latest article: From “Tragedy of the Horizon” to Institutionalized Sleepwalking into the Polycrisis? https://t.co/EBH89c8re5 via @LinkedIn