iiinova — where your digital self keeps evolving

Eric Walters @ericwalters.bsky.social · 23/09/2026

Impressive EV growth in Europe so far this year With Trump determined to keep oil prices high should continue to accelerate in the coming months (And maybe Spain and Italy will finally join the party!)

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Eric Walters @ericwalters.bsky.social · 13/09/2026

They seem to have both tapped into oil reserves AND significantly reduced demand — by 9% in Q2 and likely more in Q3 — by accelerating EV adoption (esp EV trucks), shifting high-mileage uses to EVs, etc But can’t tap reserves forever …. www.carbonbrief.org/analysis-chi...

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Eric Walters @ericwalters.bsky.social · 21/08/2026

From 2019-2024 US primary energy consumption (PEC) stagnated at about 2400 MToe, dominated by fossil fuel use (~2000 MToe). By contrast, EU PEC declined 12% from about 1350 MTOE to 1200 MToe from 2019 to 2024. The dramatic difference between the US and EU reflects 1/

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Eric Walters @ericwalters.bsky.social · 20/08/2026

There were two people in that debate— if renewables don’t cause fossil fuel primary energy use to fall, the other guy is wrong👇 More importantly, if primary fossil fuel energy use remains the same or increases, all IPCC targets are out the window👇

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Eric Walters @ericwalters.bsky.social · 20/08/2026

By all means track emissions but emissions calculations/estimates can be faulty (fugitive emissions, overestimates of reductions from CCS etc) Why should we willfully blind ourselves to directly measuring progress on reducing/phasing out use of fossil fuels, as the IPCC recognizes we must?👇 1/

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Eric Walters @ericwalters.bsky.social · 10/08/2026

What matters for atmospheric GHGs is how much fossil fuels we burn, not mix/%s👇 Using magic words “primary energy fallacy” doesn’t change that—the mix is irrelevant Remains to be seen whether we’re on track for a rapid fossil fuel phase out — IMO current path is too slow + unnecessarily risky

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Eric Walters @ericwalters.bsky.social · 10/08/2026

Similarly even though primary energy is a poor measure for some purposes (primary energy fallacy) in terms of evaluating climate impact total primary energy use is a better measure than final energy And it ain’t pretty 👇

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Eric Walters @ericwalters.bsky.social · 10/08/2026

Counterpoints below The atmosphere doesn’t care about the relative progress of renewable energy, absolute amounts burned are what lead to more CO2, CO etc in the atmosphere

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Eric Walters @ericwalters.bsky.social · 27/07/2026

I’d say historical summer temperatures tell most of the story

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Eric Walters @ericwalters.bsky.social · 25/06/2026

That’s true, but the trends that have made EV Semis competitive were already well documented by then (example below from 2021) But the « clean energy world » has a hard time fully appreciating the double whammy of rapidly falling prices at the same time batteries become lighter + longer lasting

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Eric Walters @ericwalters.bsky.social · 30/05/2026

Maybe most striking: 80% of the most highly educated Republicans lack even a basic understanding of climate change science Versus only 10% of Democrats with similar education level It’s a cult

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Eric Walters @ericwalters.bsky.social · 30/05/2026

Half of Americans — and ~80% of Republicans — are so brainwashed by fossil fuel propaganda and an extreme right cult they lack the most basic knowledge of climate change

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Eric Walters @ericwalters.bsky.social · 24/05/2026

Meh At the end of the day WSJ continues to enthusiastically support the party of dictatorship over democrats They’re just upset he’s so bad at his job he’s weakening his party and, god forbid, more Democrats — large and small D — might be in power and the oligarchs won’t get everything they want

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Eric Walters @ericwalters.bsky.social · 06/05/2026

This 👆is an excellent example of what the paper called a “nuclear imaginary” — a vision of future nuclear abundance that never seems to be realized While renewable growth has repeatedly proven wrong mainstream analysts (not to mention skeptics) and far exceeded expectations👇

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Eric Walters @ericwalters.bsky.social · 05/05/2026

In 2025 solar+wind generation worldwide increased by 841 TWh, 24X higher than nuclear’s 35 TWh per Ember Even if China continues to expand its nuclear production (+27 TWh in 2025) it will likely continue to barely make a dent compared to solar, wind and batteries, which are growing much faster

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Eric Walters @ericwalters.bsky.social · 05/05/2026

Unpopular take— Nuclear advocates get away with playing “the adult in the room” (not like those wild-eyed renewable energy people) while in fact living in an imaginary world divorced from reality

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Eric Walters @ericwalters.bsky.social · 01/05/2026

Or as Steve Jobs said when he decided to crush Apple’s breadwinner (the iPod) by introducing the iPhone — « if you don’t cannibalize yourself someone else will. »

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Eric Walters @ericwalters.bsky.social · 22/04/2026

I love Ember but their chart understates the potential Lumping stagnant nuc, hydro and “other” for an average 7.6% rate dilutes the growth potential for the coming years which will be driven primarily by solar’s impressive growth — 30% YoY and 75% of 2025 demand growth Nuc+hydro are ~irrelevant

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Eric Walters @ericwalters.bsky.social · 22/04/2026

That’s a pretty picture for the future of renewable energy

Battery prices continued their free fall while installations surged in 2025

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Eric Walters @ericwalters.bsky.social · 22/04/2026

Underappreciated point from @ember-energy.org’s annual electricity review — New solar generation in 2025 was, by itself, sufficient to displace 100% of the electricity that could have been generated by 100% of the LNG exports through the Strait of Hormuz last year

New solar generation in 2025 would be sufficient to displace electricity equivalent to all LNG exports through Strait of Hormuz

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Eric Walters @ericwalters.bsky.social · 09/04/2026

It’s been clear from the get go that Elon Musk structured X as a vehicle to amplify the views of Elon Musk That core purpose has never changed and is borne out by the data now more than ever

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Eric Walters @ericwalters.bsky.social · 08/04/2026

Thank you!! AP didn’t just bury the lede — that Trump threatened genocide — they completely ignored it. Le Monde — in contrast — had it front and center

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Eric Walters @ericwalters.bsky.social · 31/03/2026

Hit the nail on the head with this headline The Monkey Wrench Gang could have never dreamed of wreaking the havoc on fossil fuel infrastructure the Trump gang has unleashed

The Ecoterrorism Is Coming From Inside the White House, by Mark Gongloff in Bloomberg Opinion

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Eric Walters @ericwalters.bsky.social · 05/03/2026

One unfortunate dynamic is that people have short memories and tend to lose their sense of urgency as soon as the crisis dies down (for example, slowing European solar growth by 2024 👇) We still see progress, but nowhere near as fast as it could and should be for climate and energy independence

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Eric Walters @ericwalters.bsky.social · 16/02/2026

One well-known example of how to falsify a model:

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Eric Walters @ericwalters.bsky.social · 20/01/2026

There is something fundamentally broken in the US when the majority of Americans not only don’t consider this level of insanity completely disqualifying from office but trust Trump’s Republicans more than Dems on foreign policy and national security🙃

January 18 2026 Morning Consult poll finds Republicans +4 for foreign policy and +9 for national security over Democrats

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Eric Walters @ericwalters.bsky.social · 06/12/2025

Unfortunately some parts of the 14th Amendment already aren’t real:

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Eric Walters @ericwalters.bsky.social · 13/11/2025

Gallup says the >20 point gap between younger women and men is the largest it has recorded in any country

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Eric Walters @ericwalters.bsky.social · 13/11/2025

40% of women aged 15-44 say they would like to leave the US permanently It’s not great when almost half of young women want to flee the country By contrast: 8% of men 45+ 14% of women 45+ 19% of men 15-44 and 20% adults overall Have the same desire

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Eric Walters @ericwalters.bsky.social · 12/11/2025

The IEA is doing that thing again where they predict growth in renewable energy additions will quickly grind to a halt The fact that anyone pays attention to these clowns after such a long and illustrious reign of error is remarkable

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Eric Walters @ericwalters.bsky.social · 12/11/2025

It would be hilarious if it weren’t so sad that even in the “Stated Policies” scenario the IEA keeps making the same comically bad renewable projections No, IEA, growth of renewable energy additions (circled in red) isn’t going to magically slow and then grind to a halt in a few years

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Eric Walters @ericwalters.bsky.social · 24/10/2025

Another example of rooftop solar and batteries accelerating adoption of renewables — 100K Australians install a massive 2GWh of 🔋 in only 7 weeks, with a large backlog ☀️+🔋 system sizes are growing rapidly as prices fall

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Eric Walters @ericwalters.bsky.social · 16/10/2025

And here’s a screenshot for posterity — in case they delete the post

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Eric Walters @ericwalters.bsky.social · 24/09/2025

Trump is working hard to try to kill some of the largest and fastest growing jobs in the US e360.yale.edu/digest/us-cl...

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Eric Walters @ericwalters.bsky.social · 14/09/2025

The economics, along with political support in some states will help renewables continue to grow but there is little doubt that growth will be slowed by Trump’s policies (especially offshore wind)

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Eric Walters @ericwalters.bsky.social · 26/08/2025

Explosive growth in the battery storage market in China In the last 12 months China more than doubled its TOTAL installed base of « new energy storage » — primarily lithium ion batteries — reaching 101 GW as of June 2025 (110% increase YoY)

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Eric Walters @ericwalters.bsky.social · 13/08/2025

Consistent with my experience (and one of the reasons I deleted my X account long ago)

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Eric Walters @ericwalters.bsky.social · 01/08/2025

Renewables on path to become world’s largest energy source by 2026, driven by extremely rapid growth of solar and wind Now what’s needed is for the growth to continue and start rapidly reducing burning of coal and gas www.carbonbrief.org/iea-renewabl...

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Eric Walters @ericwalters.bsky.social · 31/07/2025

With the US$750 billion the EU has agreed to burn on US fossil fuels in the next 3 years Europe could instead add ~10X the solar and wind installed in 2024 Almost doubling its entire installed wind and solar capacity So burn cash into GHGs or Build clean energy independence for years to come?

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Eric Walters @ericwalters.bsky.social · 12/07/2025

China’s solar growth has been impressive but to be fair most of the difference in that chart reflects China’s rapid growth in overall electricity generation compared to the US The difference in percent of generation is much more modest — 8.2% v. 6.9% — although it’s likely to grow

Solar electricity generation in China as percent of grid has been only modestly faster than in the US

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Eric Walters @ericwalters.bsky.social · 02/07/2025

Trump: “She’s a very good patriot” “She’s usually very constructive”

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Eric Walters @ericwalters.bsky.social · 09/06/2025

We need to bring people closer to science … so we’re putting it behind a paywall??? Has the makings of a good Onion piece ….

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Eric Walters @ericwalters.bsky.social · 29/05/2025

If the goal is to maximize profits for the oil and gas industry by propping up demand for oil Barra’s a good fit — her forte is selling gas guzzling ICE SUVs and *not* selling EVs

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Eric Walters @ericwalters.bsky.social · 15/05/2025

Such ugly dissension. And to think it was only a few months ago they had a harmonious kumbaya moment and unanimously said “nah, never mind” to that awkward part of the Constitution that says insurrectionists who swore an oath “shall” never hold office again.

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Eric Walters @ericwalters.bsky.social · 12/05/2025

Supreme Court HAS to enforce it After all, it’s ALMOST as clear as “no person shall … hold any office under the United States … who, having previously taken an oath … as an officer of the United States … to support the Constitution … shall have engaged in insurrection or rebellion against the same”

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Eric Walters @ericwalters.bsky.social · 09/03/2025

Hey, isn’t that the same guy who one year ago said:

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Eric Walters @ericwalters.bsky.social · 17/02/2025

Bold statement for a guy who bought Twitter because he was mad they had suspended the account of someone (Trump) who had engaged in deliberate deception to try to overturn the result of the 2020 election

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