Loïc Geipel

It's the Energy, Stupid! Energy and Climate Policy Manager @vda_online. Free Speech Doesn't Mean Careless Talk. Views are my own.

[Noah Smith 🐇🇺🇸🇺🇦🇹🇼 @Noahpinion]

The U.S. is almost matching China in battery investment!

[John Raymond Hanger  @johnrhanger]

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.
https://t.co/4ofhJAgtfE

[Jan Rosenow @janrosenow]

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.

https://t.co/I09uvE76C6

[Javier Blas @JavierBlas]

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).

[Fatih Birol @fbirol]

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 ➡️ https://t.co/EW0FJueZJl

[Jan Rosenow @janrosenow]

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.

[Finbarr Bermingham @fbermingham]

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

https://t.co/KBWPIDWuLs

[Ramez Naam @ramez]

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.

[Simon Kuestenmacher @simongerman600]

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: https://t.co/ATLx4TvtKm

[Kyle Chan @kyleichan]

BYD sales change in April vs. last year:
Inside China: -15.5%
Outside China: +35%

[Jan Rosenow @janrosenow]

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.

[Branden Flasch @brandenflasch]

147kWh will be a range monster

[Assaad Razzouk @AssaadRazzouk]

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

[Jesse Peltan @JessePeltan]

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.

[Noah Smith 🐇🇺🇸🇺🇦🇹🇼 @Noahpinion]

EVs are just going to win. Period.

[Matthew Zeitlin @MattZeitlin]

Jigar Shah at BNEF says he expects global clean energy spending to double from $200bn/month to $400bn/month by the end of the year due to Iran war energy impacts

[Assaad Razzouk @AssaadRazzouk]

New IEA data: EV sales in emerging markets surge 80% in 2025
>India: EVs up 75% to record 2.3m EV units sold
>Indonesia: 125% increase
>Viet Nam: EVs hit staggering 40% share of new car sales
>Thailand: EV share of new sales hit 21%
>Latin America: Region saw 70% annual growth
>Mexico: Sales tripled
>Brazil: Sales up 40%
>Ecuador and Uruguay: Experienced massive jumps of 240% and 140%

The "EVs are only for rich countries and China" bullshit is officially over

[Noah Smith 🐇🇺🇸🇺🇦🇹🇼 @Noahpinion]

Solar is going to turbocharge African development

[Assaad Razzouk @AssaadRazzouk]

Emerging Asia is sprinting toward electric independence to crush fossil fuel fragility. Fossil fuel wars will only accelerate this trend

➡️Viet Nam: 38% EV sales share, ahead of EU
➡️Singapore: Leading the charge at 50%+ share
➡️Indonesia: 15% share, more than US
➡️Thailand: 21% share, leaving Japan (at 3%) in the rearview mirror
➡️India: Three-wheelers at 57% share, EVs rising rapidly and at 4%, already ahead of Japan
➡️China: Already banking $28b/year in avoided oil imports

The era of being held hostage by oil chokepoints is coming to an end in multiple Asian countries, fast

https://t.co/RLT7QrkMhy

[Assaad Razzouk @AssaadRazzouk]

Pakistan: Power cuts and tariff hikes pushed its 250m people to accelerate solar adoption
>Solar share in generation above China's, from a standing start 4 years ago
>World's third-largest panel importer today
>Solar generation will for 1st time exceed power demand on the country's electrical grid during daytime hours in some major industrial regions in 2026

"The surge in solar use has also pushed Pakistan to renegotiate its LNG contracts with top supplier Qatar and cancel cargoes supplied by Italy's Eni"

Renewables take over slowly, then suddenly - then LNG is dumped

h/t @AmazingChevVolt

https://t.co/jqD4JMFkAQ