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Daan Walter

@daanwalt3r.bsky.social
280 followers 254 following 29 posts

Principal Strategist at Ember

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Daan Walter @daanwalt3r.bsky.social · 31/10/2025
New note out today: Silos for Sunshine. On how the energy transition is really an agricultural revolution in energy — and how storage changes everything. open.substack.com/pub/electrot...
open.substack.com
Silos for Sunshine
We’ve mastered harvesting the sun, but storage is the gamechanger
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Daan Walter @daanwalt3r.bsky.social · 23/10/2025
Our new article summarizing our electrotech story. Because we realize the 112 pages of The Electrotech Revolution may be a bit too much to process in one go..! www.weforum.org/stories/2025...
weforum.org
These new technology types are driving the energy transition
The new “electrotech” revolution is based on energy transition solutions that are driven by physics, economics and geopolitics, not just climate action.
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Daan Walter @daanwalt3r.bsky.social · 29/09/2025
Honored and excited to be on the 10th anniversary podcast of the Energy Transition Show with @chrisnelder.bsky.social to talk electrotech with @kingsmillbond.bsky.social. By far my favorite podcast I've done! xenetwork.org/ets/episodes...
xenetwork.org
[Episode #259] – 10th Anniversary: New Marching Orders | The Energy Transition Show
For our 10th anniversary, we reflect on what the past decade of our work has been about and consider what the next ten years might require.
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Sun Day @sundayofaction.bsky.social · 21/09/2025
TODAY is Sun Day! ✴️ Thousands of people are coming together at 469 events across the U.S. and beyond to celebrate the power of clean energy. Today shines a bright light on the future that we all want - a cleaner, fairer, future for all. ☀️ Join an event near you today: sunday.earth
Today is Sun Day 9/21 - sunday.earth
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Daan Walter @daanwalt3r.bsky.social · 25/07/2025
We are hiring! Come join my team at Ember and help change the global energy narrative! @ember-energy.org @kingsmillbond.bsky.social @sambutl3r.bsky.social www.linkedin.com/jobs/view/42...
linkedin.com
Ember hiring Energy Analyst in London, England, United Kingdom | LinkedIn
Posted 2:00:04 PM. Ember is seeking a strong all-rounder to join our energy strategy team, Ember Futures, producing…See this and similar jobs on LinkedIn.
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Daan Walter @daanwalt3r.bsky.social · 22/07/2025
Our new article on the long history of electrification, out today: open.substack.com/pub/electrot...
open.substack.com
The long march of electrification
A century of growth in electricity has brought us to the Age of Electricity
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Daan Walter @daanwalt3r.bsky.social · 01/07/2025
Discussing our new note, The Electrification Imperative, with @markhamhislop.bsky.social youtu.be/DDVm5vmZIwE
youtu.be
The Race is On to Electrify Demand (eg cars, heat pumps)
YouTube video by Energi Media
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John Kostyack @kostyack.bsky.social · 01/07/2025
As the US rolls back electrification incentives, Asia seizes on the enormous growth opportunities. @daanwalt3r.bsky.social: “Renewables can make electricity cheaper. Electrification upgrades the everyday technologies households rely on — cars, heating and control systems — and delivers savings.”
bloomberg.com
The US Is Losing the Electrification Race to Asia
The US is lagging developing nations in Asia in the race to electrify — and that gap may increase if lawmakers decide to add duties on new solar and wind farms to pay for President Donald Trump’s tax ...
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Felix Hamer • electricfelix @electricfelix.eurosky.social · 01/06/2025
Mind-bending reality: PHEVs are destroying your wallet! "In 2024, the average price of a 20 kWh PHEV battery pack—roughly the global sales-weighted average for standard plug-in hybrids—was about the same as a 65 kWh BEV battery pack." 🔋🔋🔋 #alwaysbecharging #battchat by @patrickgeorge.bsky.social
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Daan Walter @daanwalt3r.bsky.social · 28/05/2025
The energy debate needs fundamental rewiring. We wrote a new note on where we see the debate going wrong, and a better way to conceptualize what is happening today: the ‘electrotech’ perspective. #energysky open.substack.com/pub/electrot...
open.substack.com
Rewiring the energy debate
The electrotech perspective
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Daan Walter @daanwalt3r.bsky.social · 16/05/2025
A perfect weekend longread by the great Amory Lovins on why datacenter load growth will likely NOT be as big of an issue as people make it out to be: integrative-design-for-radical-energy-efficiency.stanford.edu/sites/extrem... #energysky
integrative-design-for-radical-energy-efficiency.stanford.edu
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Reposted by Daan Walter
Assaad Razzouk @assaadrazzouk.bsky.social · 22/04/2025
Full report: ember-energy.org/app/uploads/... So very well done @kingsmillbond.bsky.social @sambutl3r.bsky.social @daanwalt3r.bsky.social
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Daan Walter @daanwalt3r.bsky.social · 22/04/2025
How to deal with energy security in a time like this? We lay out our views in a new note, "Energy Security in an Insecure World," which just came out this morning. ember-energy.org/latest-insig...
ember-energy.org
Energy Security in an insecure world | Ember
Replacing fossil imports with three key levers—electric vehicles, heat pumps, and renewables—can cut net fossil fuel imports by 70%, saving importers $1.3 trillion globally each year.
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Michael de Podesta @protons4b.bsky.social · 14/04/2025
protonsforbreakfast.wordpress.com/2025/04/14/t... I used a model by @daanwalt3r.bsky.social (Daan Walters) to investigate how the cost of 1 GW of firm electricity varies in a plant with various combinations of gas, solar PV and batteries. Adding Solar PV makes electricity cheaper!
protonsforbreakfast.wordpress.com
The cost of electricity: a model
Friends, the other day I came across an interesting article by Daan Walter: Renewables allow us to pay less, not twice. What Kemi Badenoch, and many others, get wrong about renewables. The article …
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Daan Walter @daanwalt3r.bsky.social · 26/03/2025
And re: China cfs still being high; yes but falling every year as solar pushes in. 50% will turn into 30 and then 15 over time. So over time you get there.
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Daan Walter @daanwalt3r.bsky.social · 26/03/2025
So it is just an hunch as I haven’t done the maths on this; but to what extent does the higher capex of gas storage offset the lower capex of gas capacity versus coal? Coal storage seems very cheap to me; and gas quite expensive especially at low volumes.
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Daan Walter @daanwalt3r.bsky.social · 26/03/2025
I actually suspect that coal is a superior back-up in the long term. Much easier to store coal for a long time. And once you have a lot of batteries in your system to smooth out most hourly variations, coal’s slower start/ramping rate doesn’t matter as much. China seems to be steering towards this.
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Daan Walter @daanwalt3r.bsky.social · 20/03/2025
Yes exactly. Especially the electrification detail. Quite a bit of triangulation between province reported fuel demand and electricity generation, IEA country totals and a few more things.
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Felix Hamer • electricfelix @electricfelix.eurosky.social · 12/03/2025
And the full picture is even more striking: A top 3 consisting of China, "Deutschland" and China and guess the growth parties vs the one in decline ... #alwaysbecharging
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Daan Walter @daanwalt3r.bsky.social · 10/03/2025
King Cnut Pledges To Reverse The Tide www.nytimes.com/2025/03/10/c...
nytimes.com
U.S. Energy Secretary Pledges to Reverse Focus on Climate Change
To applause from oil and gas executives, Chris Wright said natural gas was preferable to renewable energy and climate change was a “side effect of building the modern world.”
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Daan Walter @daanwalt3r.bsky.social · 07/03/2025
My new op-ed in Dutch newspaper @nrcnl.bsky.social today on why is is time Europe parts with its incumbent thinking on energy. And needs to go all-in on entrants. www.nrc.nl/nieuws/2025/...
nrc.nl
Opinie | Laat die fossiele energie gaan; Europa moet vooruit
Energietransitie: Europa moet stoppen met zich zoveel bezig te houden met fossiele industrieën, zegt Daan Walter, anders is het straks irrelevant.
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Daan Walter @daanwalt3r.bsky.social · 03/03/2025
I hope the other European leaders are paying attention. This is how you rally your people. Brilliant by @donald-tusk.bsky.social
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Daan Walter @daanwalt3r.bsky.social · 03/03/2025
“Europe has 14,400 artillery systems, the USA has 5,000, China has 9,500, Russia has 5,157.” “fighter jets: Europe together with Ukraine has 2,091, the USA has 1,456, China has 1,409, Russia has 1,224.” “the deficit is the inability to understand that Europe has the potential to be a huge power”
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Daan Walter @daanwalt3r.bsky.social · 03/03/2025
“Hear how it sounds: 500 million Europeans begging 300 million Americans to defend them from 140 million Russians.” “Today, in Europe, we do not lack economic strength, people, but the belief that we are a global power” Absolutely spot on by Donald Tusk today.
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Daan Walter @daanwalt3r.bsky.social · 20/02/2025
A very much underappreciated fact of Chinese (battery) manufacturing: yes labor costs are lower per worker, but automation is also far more advanced than in the West. CATL needs only 50 workers per GWh; in the West we seem to need >300. From: www.crugroup.com/en/communiti... #energysky
crugroup.com
Battery manufacturing: Only the lowest-cost producers will survive - CRU Group
Lithium-ion battery manufacturers are prioritising cost reduction as the main survival mechanism in a market with tight margins and intense price competition
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Daan Walter @daanwalt3r.bsky.social · 15/02/2025
Wait, did the IEA just forecast peak gas generation in the US? They show all supply growth will come from renewables, which grow so fast they even push out gas and coal. Sure looks like peak fossil power. #energysky
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Daan Walter @daanwalt3r.bsky.social · 14/02/2025
As the IEA points out, if one would levelize the fees, the case for switching to a heat pump becomes radically more attractive. Which incentivizes switching away from inefficient gas heating and hence exposure to the volatile gas market. Seems like a no-brainer to me...
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Daan Walter @daanwalt3r.bsky.social · 14/02/2025
A good reminder again in the latest IEA Electricity report that high household electricity prices in Europe are to a large extent a CHOICE. Taxes and levies on gas per unit of energy is much lower. I would argue we'd at least have to level the playing field... #energysky
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Daan Walter @daanwalt3r.bsky.social · 09/01/2025
You may be familiar with those charts that show how the IEA underestimated solar and EV uptake and keep correcting outlooks upwards — this is the flip side: consistent overestimation and downward corrections of fossil fuel forecasts, emissions, and CCS required to get to net-zero. #energysky
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Daan Walter @daanwalt3r.bsky.social · 30/12/2024
I feel the fact that cleantech is a great tool against inflation has been largely overlooked the past two years. Lots of talk about how green deal spending on deploying more cleantech may or may not have added to inflation; little to how it steels the economy against future inflation… #energysky
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Daan Walter @daanwalt3r.bsky.social · 15/12/2024
Which is exactly what we do in our article here: rmi.org/the-incredib...
rmi.org
The Incredible Inefficiency of the Fossil Energy System - RMI
Over $4.6 trillion per year, almost 5% of global GDP and 40% of what we spend on energy, is wasted due to fossil inefficiency.
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Daan Walter @daanwalt3r.bsky.social · 13/12/2024
New report out today: "Inside the Race to the Top" — where we look at cleantech competition at the local level in Europe, the US, and China. Change is accelerating; increasingly powered from the bottom up. link: rmi.org/insight/insi... #energysky
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Daan Walter @daanwalt3r.bsky.social · 13/12/2024
China's rise becomes even more striking when looking under the hood of the Europe and US averages: China overtook not just the other blocs' averages; it bypassed effectively all countries/states *within* Europe and the US as well.
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Daan Walter @daanwalt3r.bsky.social · 04/12/2024
This chart is, to me, still one of the clearest signs that oil demand is about to fall — and oil companies know it. While publicly projecting rising demand, their books show a radical shift from investing in new assets to investing in propping up share prices to keep up appearances. #energysky
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Daan Walter @daanwalt3r.bsky.social · 27/11/2024
Today’s fossil energy system is incredibly inefficient: two-thirds of all primary energy is wasted in energy production, transport, and use, before producing any benefit. That means $4.6 trillion per year, almost 5% of global GDP, goes up in smoke due to fossil inefficiency. Literally.
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