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Nicolas Fulghum @nicolasfulghum.bsky.social · 01/10/2026

Italy is getting absolutely hammered by the spike in gas prices. Wholesale electricity prices were above €200/MWh in September, the highest in the EU. Italy relies on gas for over 40% of its electricity generation...a costly position to be in.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 29/09/2026

In May 2023, coal dropped below 10% of EU electricity for the first month on record. Since then, 22 of 39 months were below 10%. Coal is on its way out in the EU, displaced by solar and wind power.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 18/09/2026

China's coal generation in August 2026 was the lowest since 2023. Relatively mild conditions led to moderate demand. Renewables output increased steadily over last year. Coal use for electricity is plateauing.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 16/09/2026

A clean, electrified energy system has been a dream for decades. Thirty years ago the core components existed, but they weren't economical. Rapid price drops have brought it into reality. It's best to recognise a shift early. Second best is to act on it when it's staring us in the face.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 14/09/2026

Among the doom and gloom, here's a hopeful development: China's industry is switching from fossil fuels to electricity. The future energy system runs on electricity.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 10/09/2026

European car manufacturers dragging their feet on EVs is the path to losing the industry for good. China, the world's largest vehicle market, is simply moving along regardless. EVs are already over 50% of new registrations. The share of EV trucks already matches that of cars in Europe.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 10/09/2026

Gas power costs are reaching energy crisis levels again in the UK, which will inevitably push bills up for consumers. The fortunes of the British economy are still tied to the price of a single fossil fuel. When bills go up, remember that this is the reason why.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 02/09/2026

The Conservatives' plan for getting power prices down in the UK is based on cheap-to-build and cheap-to-run gas plants. In the real world, global gas markets are currently blessing the UK with the highest gas power costs since late 2022 (£115/MWh in fuel costs).

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Nicolas Fulghum @nicolasfulghum.bsky.social · 01/09/2026

I'm personally not concerned about Germany being a net importer of electricity (it's just a sensible thing to engage in the European market), but for those who are... Germany was a net exporter of electricity in August (trade flows in purple) for the first time since 2022.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 28/08/2026

Africa's solar boom is progressing much faster than official statistics are capturing. Ember estimates that solar deployment in 2025 and 2026 is more than double what other statistics suggest. 2026 could hit 17 GW of solar deployment.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 19/08/2026

The clean power build out in China is at a different level. Shandong's annual wind and solar generation has grown by 118 TWh in the last five years (47 in 2020, 165 in 2025). That's more than Bangladesh's entire electricity demand (118 TWh in 2025).

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Nicolas Fulghum @nicolasfulghum.bsky.social · 19/08/2026

We can finally share our newest dataset and tool: Chinese provincial electricity data. Five Chinese provinces would make it into the top ten generators of wind and solar power globally, if they were countries. With this new tool we're giving a look into some of the largest power systems on earth.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 11/08/2026

US solar generation has grown by an order of magnitude in the last decade: July 2026: 53.3 TWh July 2016: 5.9 TWh And growth is still strong...July 2026 was 23% higher than July 2025 and solar is up 20% across the first seven months of 2026.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 10/08/2026

July made it three months in a row where solar was the single largest source of electricity in the EU 🇪🇺 May: 23.5% June: 25.0% July: 24.9% All fossil fuels (coal, gas, oil etc.) combined were just narrowly higher in July at 25.4%.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 10/08/2026

The Telegraph has had its struggles with misrepresenting facts in the energy transition, but this feels like a pretty egregious example. This all from their Energy Editor... You'd expect at least some will to read the basis for the article they're writing.

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Reposted by Nicolas Fulghum

Dave Jones @cleanpowerdave.bsky.social · 10/08/2026

Lies. It's 200 times when solar panels are "mentioned" in the fire report. e.g. “the fire did not reach the solar panel”

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Nicolas Fulghum @nicolasfulghum.bsky.social · 04/08/2026

Solar output in the UK recorded an all-time high in July, reaching 3.2 TWh. 33% higher than July last year. Accelerating solar deployment coincided with a historically sunny month to produce this record. Solar power is delivering when heatwaves are at their worst.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 03/08/2026

July marks the first consecutive twelve month period where wind generated more electricity than gas in the UK...in every single month. In the last decade, wind generation in the UK has more than doubled, pushing first coal and now gas out of the mix.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 30/07/2026

Texas is the #1 wind and solar growth state in the US Wind and solar met all the growth in electricity generation in Texas in the last decade, while gas replaced more expensive coal. Total electricity generation is up over 30% since 2015.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 29/07/2026

20 years ago, almost all of New Mexico's electricity generation came from coal and gas. In April of this year, that share dropped to 31%. This was the lowest share ever recorded, as wind and solar surged to 69%. April 2006: 94% April 2016: 78% April 2026: 31%

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Nicolas Fulghum @nicolasfulghum.bsky.social · 28/07/2026

California and Texas are the largest solar power producers in the US, but on a per capita basis, New Mexico and Nevada are far ahead. In Nevada, solar produced ~5,000 kWh per capita in 2025. That's enough to drive an electric car over 15,000 miles, more than the average American drives per year.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 28/07/2026

NEW | California just reached a world-first solar milestone Over HALF (51%) of electricity generation across the whole month of May came from solar power. Battery storage is the big difference maker, enabling California to push the share of solar generation to this level.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 24/07/2026

Solar produced a record 35.5% of Germany's electricity in June ☀️ That was more than all fossil fuels combined: Solar: 35.5% Fossil: 30.7% Other: 33.8% 10 years ago, solar reached a share of 11.6% in June, and has since tripled.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 24/07/2026

In June, EV exports from China reached over $10 billion for the first time. The value of monthly exports has more than doubled over the last 12 months. How many signs will the US, German etc. auto industry need? EVs aren't the future, they're the present.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 15/07/2026

June 2026 was the first month where solar generation reached a quarter of EU electricity generation. After a very sunny spring 2025, output in 2026 has now risen substantially above last year to continue the rapid year-on-year growth in solar output.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 14/07/2026

NEW | Solar generated a QUARTER of EU electricity in June 🇪🇺⚡️ Solar was also the single largest source of power generation (25%) ahead of nuclear (21%), gas (15%) and wind (14%). Five years ago, in 2021, solar was still at 10% in June.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 10/07/2026

A clear indicator of where the future is going: Our Ember data for the OECD shows that wind and solar matched electricity generation from gas in April. A lot has changed in recent years: April 2019 to April 2026: - Gas: 28% → 26%⬇️ - Wind and solar: 13% → 26%⬆️

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Reposted by Nicolas Fulghum

Akshat Rathi @akshatrathi.bsky.social · 09/07/2026

I'm sorry, but this is mind-boggling even for someone who looks at solar numbers all the time.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 09/07/2026

Solar's sharp rise continues. As of April 2026, global solar capacity now exceeds 3 terawatt. 1 gigawatt → 1 terawatt: 20+ years 1 terawatt → 2 terawatt: 33 months 2 terawatt → 3 terawatt: 19 months

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Nicolas Fulghum @nicolasfulghum.bsky.social · 26/06/2026

An interesting dichotomy: Electricity generation from fossil fuels globally has risen by ~19% from 2012 to 2025. BUT It's been nearly unchanged on a per capita basis since then (+4%)...and that's despite overall per capita demand rising by 23% over that period.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 26/06/2026

At lunchtime yesterday, Texas solar and wind generation crossed over 50 GW output for the first time ever. Together, the two sources supplied nearly two-thirds of Texan power needs at that time.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 25/06/2026

California's electricity generation from gas in June so far is way down compared to previous years: -40% from 2025 -70% from 2021 Solar + battery storage are pushing gas out in the middle of the day and evening peak. A big step-up in wind generation is reducing gas further.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 24/06/2026

This is a sneak peak of what we can expect from Australia, Chile, Italy, Germany and many other power sectors over the next 3-5 years

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Nicolas Fulghum @nicolasfulghum.bsky.social · 24/06/2026

Another new battery output record yesterday in CAISO, hitting 12.62 GW Battery output during evening peak hours is now already more than half midday solar output. The sun shines at night in California's grid.

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Reposted by Nicolas Fulghum

Ember @ember-energy.org · 13/06/2026

Ember's Nicolas Fulghum joined Shayle Kann on the Catalyst podcast to unpack the trends from Ember's Global Electricity Review 2026. 🎧

latitudemedia.com

Surprising trends in global electricity generation

Nic Fulghum, co-author of Ember’s Global Electricity Review, unpacks some of the most intriguing updates in the annual report.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 10/06/2026

Solar just produced more electricity than coal in the US for the first month ever and it won't be the last... Over the last two decades, the role of coal and solar in the US mix has changed drastically May 2006: 🪨 48%, ☀️ 0% May 2016: 🪨 26%, ☀️ 2% May 2026: 🪨 12%, ☀️ 13%

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Reposted by Nicolas Fulghum

Ember @ember-energy.org · 10/06/2026

🚨 NEW | The EU's domestic clean tech manufacturing can meet MORE THAN 100% of the region's demand for EVs, heat pumps and wind turbines 🇪🇺 🧵1/4 ember-energy.org/lat...

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Nicolas Fulghum @nicolasfulghum.bsky.social · 10/06/2026

NEW | Solar overtook coal generation in the US for the first month on record In May, solar generated an estimated 12.8% of US electricity, an all-time high! Coal produced 12.2% For now, it's one month, soon it will happen across the year.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 02/06/2026

On Thursday last week, Germany's solar hit a new all-time generation record of 68.7 GW! In 2026, solar has regularly been surpassing total system load. Batteries are a necessary next step to smooth out peaks, shave off evening prices and avoid curtailment.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 02/06/2026

May 2026 set a new all-time record for British solar generation. According to the latest NESO data, solar generated 2.8 TWh, beating the previous record set in a very sunny May 2025. Solar is now regularly meeting over a quarter of Britain's midday electricity needs.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 29/05/2026

Sunny Poland☀️🇵🇱 set a new all-time monthly high for solar in April of 2.7 TWh (+22% over April 2025) The highest solar generation is usually observed in May-August, so there might be more records to come.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 29/05/2026

Solar produced a record 14.4% of India's electricity in March 2026 🇮🇳 The share of solar generation is rapidly growing, despite rising overall demand, as solar's growth rate is much faster. March 2020: 5.6% March 2022: 6.6% March 2024: 9.7% March 2026: 14.4%

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Nicolas Fulghum @nicolasfulghum.bsky.social · 27/05/2026

LATEST DATA | Solar power has overtaken coal power in Texas In the twelve months to March 2026, Texas solar (68.3 TWh) produced more electricity than coal (66.8 TWh). Just five years ago, coal was still more than 7x larger than solar.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 24/05/2026

In 2022 battery prices rose, prompting fears of an early end to the battery revolution. Three years of enormous cost declines and a deployment boom followed. Solar + storage is now not just feasible, but one of the cheapest sources of new power around the globe.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 22/05/2026

In March, wind and solar reached a new all-time high share in Texas of 45.6% March 2006: 1.9% March 2016: 17.5% March 2026: 45.6% 🏆 Gas (37.9%) recorded its lowest share since April 2022 Coal fell to the second lowest monthly share ever recorded (8.9%)

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Nicolas Fulghum @nicolasfulghum.bsky.social · 21/05/2026

NEW | Wind and solar just produced more electricity than gas globally for the first month on record In April, they produced 531 TWh (22%), compared with 477 TWh (20%) for gas. Wind and solar generation has more than doubled in the last five years.

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Nicolas Fulghum @nicolasfulghum.bsky.social · 20/05/2026

SunZia, one of the world's largest wind power and transmission projects (3.5 GW), has started feeding power into California's CAISO. New wind generation records are now being broken every other day. The US should build on this clean energy leadership instead of abandoning it!

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Nicolas Fulghum @nicolasfulghum.bsky.social · 07/05/2026

If there is one country that would currently benefit from battery storage deployment, it's Germany. - Solar regularly getting close to or exceeding load - System flexibility stretched - Stationary storage prices at record lows You'd think it's all set up for a battery boom?

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Nicolas Fulghum @nicolasfulghum.bsky.social · 07/05/2026

Battery storage will change the global energy system forever. Battery pack price: down 45% in 2025, first time below $100/kWh Battery storage deployment: ~250 GWh, up 46% year-on-year

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Nicolas Fulghum @nicolasfulghum.bsky.social · 01/05/2026

Is electricity demand growth AND fossil decline possible? Australia says YES 🇦🇺 Fossil generation is now down 23% since the peak in 2009, despite demand rising 14% over the same period. Solar and wind have grown 20x since then and now make up a third of Australia's electricity.

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