The Commission publishes its ETS and electrification proposals tomorrow. Best read as one file, not two: efficiency, electrification and a coherent ETS1+ETS2 price are one system. It's already delivered a 29% cut in EU energy use since 2000. www.janrosenow.com/uploads/4/7/...

The rise of batteries: California hit 33% of peak load within 22 quarters of batteries passing 1%. Australia 23% in 17, Texas 17% in 16. Great Britain took 28 quarters to reach 17%. Once the curve bends, deployment compounds. More in my next Substack - sign up here: janrosenow.substack.com

Brent above $85. European gas back over €50/MWh as Hormuz escalates again. A reminder: A fifth of global oil and LNG passes through that strait. Every heat pump, EV and electrified factory shrinks this exposure. Electrons made at home cannot be blockaded in a shipping lane.

My critics ran out of arguments. Latest attack: I’m bald. Guilty. Rather than hair transplant to hide my age (46), I spend the money on gym. 3 years ago I could barely pull 40kg. Here’s 180kg. Hair never helped anyone deadlift or do research. I’ll continue focusing on things that matter to me.

Yesterday I met King Charles at @orieloxford.bsky.social in a small group of energy and environmental researchers. He's been speaking about sustainability since the 1970s, long before it was mainstream. A memorable day at a college marking 700 years since its royal charter.

3/ Irony number two. I was told for years that climate change is a hoax and British summers aren't getting hotter. Now the same voices demand to know why Britain never installed AC. You cannot have it both ways. The case for cooling IS the case that the climate is changing.

Yesterday the Telegraph reported on my comments about air conditioning. The comment section is quite something. I have apparently become a hero of the anti net zero crowd by saying something what I think is sensible about air con. Allow me to point out three ironies in this 🧵

India just generated 50% of its electricity from clean sources. For 15 minutes. Sounds trivial? That's how every record starts: first minutes, then a day, then a month, then a whole year. Some states are already there: Karnataka crossed 60% clean power last year.

Grid-scale batteries reshape our electricity system. The first grid-scale lithium-ion battery in 2012: 5 MW. Today: 267 GW globally. A 53,000-fold increase in 13 years. And 2025 was the biggest year yet. More in my next Bright Spots article: janrosenow.substack.com

Air conditioning has become the latest front in the energy culture war. Depending on who you ask, it is either wasteful excess we must resist or the only sensible response and anyone urging caution is a zealot. A few thoughts in this 🧵

Here are BEVs. IEA is source.

More than 27,000 second hand EVs on a single website. Which make and model are you after?

Nobody wants EVs” is now a decade-old genre of journalism. Over that decade, EV share of new UK car sales went from 0.3% to 25%. The genre hasn’t aged well.

Every energy crisis is a reminder that the fuels we import are the fuels that hurt us. I joined @montelnews.bsky.social new Plugged In Summer Series to discuss whether the current disruption slows the transition down or speeds it up. montelnews.com/nordic/podca...

What gives me hope: Not everyone falls for misinformation and the heating market in Germany has shifted dramatically despite all the toxicity around the topic.

German cities are tasked with planning their way out of fossil fuel heating. The first 223 plans reviewed show fossil fuels gone by 2045. District heating rises from 16% to 40%, heat pumps reach 38%, and heating demand falls by a third.

UK heat pumps have got a lot more efficient over time. Higher efficiency means lower running costs, lower peak demand, bigger carbon savings and less load on the energy system. Our study on this was picked up by pv magazine. Long read on Substack coming soon. Sign up: janrosenow.substack.com

The jaws of the energy transition are closing. In 2005 fossil fuels made two-thirds of the world's electricity. Today it's 57.4%, with clean power (renewables + nuclear) at 42.6%. Fossil share peaked around 2012 and keeps falling. More in Sunday's Substack: janrosenow.substack.com

Africa is becoming an EV growth story. The FT reports that the energy crisis has supercharged African demand for electric motorbikes and buses. Start-ups rolling out charging infrastructure are raising record sums. The transition isn’t just a Europe, US and China story anymore.

NEW RECORD: 692 GW of renewables were added globally in 2025, more than ever before. Asia built 74% of 2025's new capacity. But look at the growth rates: - Middle East +28.9% - Africa +15.9% (fastest year ever) More in next Substack, sign up here: janrosenow.substack.com

Renewables now dominate new power capacity worldwide. In 2005 they were 28% of additions. They passed half in 2012. Since 2019, never below three quarters. Yes, this is capacity not generation. It shows what gets built. That’s the point. Data @irena-official.bsky.social

New @iea.org analysis on EU electrification answers a question people keep asking: is going electric actually cheaper today? For large share of demand, increasingly yes. Where a country's bar reaches into or above the 2025 price band, it's already cost-competitive. Hold-up is cost, grids and taxes.

Join us this evening for our Oxford Energy Seminar, showcasing key insights from this term’s series on The Future of Energy ⚡ A discussion with Vafa Järnefelt and myself, offering perspectives on the evolving energy landscape. Online and in person: www.energy.ox.ac.uk/events/event...

You can interrogate the data here. Efficiency is isolated from the other factors you mention. www.indicators.odyssee-mure.eu/decompositio...

Europe has already cut its energy bill by 29% but nobody talks about it. EU energy use in 2024: 854 Mtoe. Without efficiency gains since 2000 it would have been ~1,103 Mtoe. That's energy nobody had to generate, import or pay for. New policy brief out today 👇 www.janrosenow.com/uploads/4/7/...

The proposed COP31 target is 35% electricity in final consumption. Right now nobody’s there. Japan’s closest at 30.6%, the world’s at 21%, India trails at 19.1%. Ambitious target. Will the world be able to meet this? More here open.substack.com/pub/janrosen...

Geopolitical instability has made electrification more urgent for four in five business executives. This is what one of the biggest corporate polls since the Middle East energy crisis says. My Substack today is on the same topic. open.substack.com/pub/janrosen...

And the final draft version. I got hundreds of responses across social media. So good to see the power of the crowd being applied creatively and constructively. Thank you!