CATL is investing $6B in Indonesia to build a full battery lifecycle hub from mining, production & recycling (recovering 95%+ of key metals). Despite the hype, it’s more about EVs & storage than transforming the power grid. batteriesnews.com/chinese-batter…

This truly shows the speed of China's electricity demand growth and more recently electrification: In July 2015, China's electricity demand exceeded 500 TWh for a single month for the first time ...exactly 10 years later, in July 2025, it crossed 1000 TWh! 🤯 2x in a decade

How Much Power Do Data Centers Use? 🖥️ voronoiapp.com/technology/Vis…

China says solar sector needs to curb overcapacity reuters.com/sustainability…

Great convo with Gerard Reid on Energy Gang on innovation and competitiveness of solar and EVs, what technologies are coming and why the energy transition has not “stopped” woodmac.com/podcasts/the-e…

PJM forecasts peak demand growing massively to 220GW peak summer demand by 2040. Long queue: PJM processed 140GW total, with 46GW having signed interconnection agreements and ready to construct. The RRI adds 11GW on top of that. PJM proposes a transitional “Non-Capacity-Backed

Global sales of electric cars continue to break records 🚘 In 2024, 1 in 5 cars sold worldwide was electric. In 2025, it's set to be more than 1 in 4. Total electric car sales are on track to exceed 20 million this year despite economic uncertainties → iea.li/4mfHty3

Pimco & Blue Owl beat Apollo/KKR for Meta's $29B AI data center deal using special purpose vehicle (SPV) tied to Louisiana facility assets vs corporate debt. Key win: Pimco's flexible 144a bonds ($26B) + Blue Owl equity ($3B) vs Apollo/KKR's restrictive private terms. 24-year

When you Google "Best Energy podcast" our pod comes second. And it's all because of our faithful and ever growing listeners. We didn't pay a dime of promotion. We are the voice of the Energy Transition. We are your voice. Laurent Segalen Laurent Segalen Gerard Reid Gerard Reid

Renewables projects surge in sign of progress on Labour green power push on.ft.com/4fRr4xa

1/12 This Foreign Affairs piece by Dan Wang and Arthur Kroeber argues the US misunderstands why China succeeds in tech and manufacturing. The problem isn't that China "cheats" - it's built deep infrastructure enabling rapid innovation. I agree. buff.ly/ZpA3DSo

In H1 2025, U.S. developers added 12 GW of utility-scale solar and plan 21 GW more in H2. Solar is projected to deliver over half of the 64 GW total additions this year. Battery, wind, and gas cover most of the rest. Only 2 GW retired so far; 3.6 GW of retirements delayed

"Oil and gas get most of the attention, but clean energy has been the Texas economic boom’s secret ingredient. All but 6% of new electric capacity added to the state’s grid since 2020 has come from renewables or batteries." And energy use is up over 25% in that time! 1/2

Lithium crunch ahead in 2026: demand soars to 2.0–2.1Mt LCE while supply stalls at 1.8–1.9Mt, leaving a 0.1–0.3Mt hole. EVs, BESS & e-trucks fuel the boom, but China’s anti-rat-race rules, permit hurdles & weak prices choke supply. Shortfall = price rocket. 🚀⚡ #Lithium #EV #LFP

NEW from me: Clean energy growth helped China’s CO2 emissions fall 1% year-on-year in the first half of 2025, extending a declining trend that started in March 2024. Power sector CO2 fell 3% as growth in solar power alone matched the rise in electricity demand.

Charting the projected US power capacity mix through 2035 - column by Gavin Maguire reuters.com/business/energ…

Sweden's Vattenfall shortlists Rolls Royce, GE Vernova to build SMR nuclear reactors reuters.com/business/energ…

Texas is nearing 100 gigawatts of emission-free power (solar, wind, storage, nuclear). EIA reported yesterday that the US will install 50 gigawatts of solar + storage in 2025, 40% of it in Texas. That & much more in today's Grid Roundup. Link in reply.

Louisiana regulators approved Entergy’s plan to build three natural gas plants to power Meta’s biggest data center complex to date (4M sq. ft. with future full capacity expected up to ~5GW but starting at 2GW). Meta covers $3.2B gas generation costs for 15yrs via Electric Service

Trump’s attacks on renewables sector quash nearly $19bn worth of projects on.ft.com/45KrBfz