Boris Schubert

(Grand)father · triathlete · utility-scale solar and BESS.
COO @siliconranchco. Advisor @ Views my own.

[Ryan McEntush @rmcentush]

As I argue in my post below, all large DCs will inevitably end up grid-tied. This is great for both the DC and the grid if done well!

In a new white-paper, @heronpower shows what that architecture looks like, powered by their solid-state platform.

https://t.co/dxpPNWMWHa

[Christian Breyer 🦣 @ChristianOnRE]

Stationary, moving, flexible: Batteries are the low-cost backbone of the future energy system" at https://t.co/MWv70Xyihu - batteries have been taken off the table: reaching low-cost status, no materials bottleneck anymore, larger technology diversity.

[John Bistline @JEBistline]

U.S. battery manufacturing output is 2.3x its 2017 level and more than 4x its 1975 level. The IRA gave energy storage its first tax credit in 2022. Output is up 88% since.

[Jan Rosenow @janrosenow]

NEW BRIGHT SPOTS: How countries with hot climates, fast-growing economies, expensive energy, and fragile grids turn to solar.

Not because of policy. People and businesses voted with their feet.

https://t.co/7uaHturBAE

[247 @247_endurance]

WHAT. A. STORY.
https://t.co/IIt7QA54ts

[a16z @a16z]

Energy capacity = economic capacity, in one chart

There are no low electricity, rich countries

[Christian Breyer 🦣 @ChristianOnRE]

Solar surpasses nuclear power globally for first time" at https://t.co/apQyhVrclI

[Triathlete Magazine @TriathleteMag]

From missing champions and awkward silences to bold race strategies and emotional farewells, there was plenty to unpack at the 2026 Ironman World Championship pro press conference. https://t.co/jDia1L9Yq6

[John Bistline @JEBistline]

Solar developers: "We're ready to build."

Grid: "Please hold. Your call is very important to us. Estimated wait time... 4 to 7 years."

[Yüksel Ürün @DrYukselUrun]

Perhaps this is another mark of great science: you can explain it in one minute without making it small. Clarity is not the opposite of depth. It is proof of understanding.
@KarlDeisseroth @StanfordMed @Stanford @NobelPrize @hubermanlab

[John Bistline @JEBistline]

The U.S. has 278 GW of power capacity reported as planned.

186 GW of it has not broken ground. 92 GW is under construction.

[Christian Breyer 🦣 @ChristianOnRE]

Longi sets 28.29% world record for single-junction silicon solar cell efficiency - https://t.co/JIyDMRM9Kt

[Jan Rosenow @janrosenow]

"Renewables are just being added on top of fossil fuels."

Wrong comparison. Demand grew 75% since 2005 regardless. Without wind and solar, power sector CO2 in 2025 would have been 28% higher.

Excellent analysis by @hausfath

https://t.co/1JGNp1JHJs

[Zeke Hausfather @hausfath]

I often see people argue that clean energy is not reducing emissions, because it just adds to rather than replaces fossil fuels. This argument is deeply misguided – clean energy built since 2005 has displaced 23 billion tons.

I dive in over at The Climate Brink (link below)

[Boris Schubert @bschubert]

@janrosenow’s 4D:
1) Economy runs on electricity
2) Much of that comes from its own solar, wind, water or nuclear
3) Government treats electrification as a matter of industrial/national strategy
4) It makes at least some of the equipment that electrification needs

[Jan Rosenow @janrosenow]

What is an electrostate? The word has found its way into the international energy vocabulary. The Financial Times, Forbes, Ember and Carnegie all use it. But it is rarely defined.

I went through the reports and papers to unpack it & found 4 dimensions.

https://t.co/f8xEaDt0Gj

[Carbon Brief @CarbonBrief]

Recommended read: A New York Times interactive article illustrated how Asia’s major economies “survived the energy crisis”, following the closure of the strait of Hormuz.

https://t.co/nfs4SNZcK2

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

My favourite chart from the @IEA special report on electrification. Electricity is only 23% of Final Energy (No big deal), but it's 37% of Useful Energy (What?) and delivers 46% of GDP (Wow!) And it's going clean, fast. Still think there's no transition?
https://t.co/1Hsfq1fcpw

[Boris Schubert @bschubert]

@MLiebreich Curious where the “50GW by 2035” is coming from.

[Boris Schubert @bschubert]

Bonus history: Minard's map of Napoleon's army shrinking on the march to Moscow was an early flow map, and a precursor to the Sankey diagram, now the energy sector's favorite chart. Worth the full hour.

[Boris Schubert @bschubert]

Must-listen: @MLiebreich and @janrosenow on the primary energy fallacy. Measuring the economy in primary energy is "like measuring nutrition by how many acres are used in agriculture." Roughly 2/3 of the energy we put in ends up as rejected heat. Electrification ftw.

[Cleaning Up Podcast @CleaningUpPod]

Around two-thirds of the energy we put into today’s energy system ends up as rejected heat. So are we measuring the energy transition all wrong?
Professor @JanRosenow joins @MLiebreich on Cleaning Up to discuss this key question: https://t.co/1WIbn1fXRH

[Boris Schubert @bschubert]

Also a good reminder that energy-as-a-service isn't new. James Watt didn't just sell engines. He charged customers a share of the coal they saved. Performance contracting in the 1700s...