It's the Energy, Stupid! Energy and Climate Policy Manager @vda_online. Free Speech Doesn't Mean Careless Talk. Views are my own.
Joined September 2011
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135 Photos and videos
Loïc Geipel retweeted
Good morning with good news: Solar prices in Saudi Arabia ranged from $11/MWh to $15.1/MWh at four solar sites totaling 3 GWs in its 6th renewable energy tender.
1.1-1.5cents/kWh power!
Wow!
43.2 GW of RE has been awarded, with 12.3 GW operating.
constructionreviewonline.com…
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Loïc Geipel retweeted
It took Volkswagen a million years but here we go
The ID.7 in 🇳🇱 is officially cheaper (to buy) than a Passat
⚡️⚡️⚡️
Congrats to all involved, finally becoming a tiny Norway!
#alwaysbecharging
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Loïc Geipel retweeted
Good morning with good news: World nears peak gas!
Gas' global share peaked in 2020 at 23.89%, fell to 21.75% in 2025 & declined for 5 years.
Coal peaked in 2007 at 40.84%, falling to 33% in 2025.
What Rose?
RE rose from 18% in 2007 to 33.76% in 2025!
ember-energy.org/latest-insi…
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Loïc Geipel retweeted
Jun 9
Nevermind about China's EVs, look at its ICE sales😮
May -39% y-o-y
Just 560,000 sold, compared to 2,660,000 peak almost ten years ago in Dec-2016.
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Loïc Geipel retweeted
The U.S. is almost matching China in battery investment!
Global battery investment quadrupled since 2022 and will exceed $100 billion in 2026!
Battery investment grew 30% in 2025, compared to 2024.
Falling costs led to 40% rise in battery deployment to 108 GW in 2025.
Batteries firm solar and wind.
iea.blob.core.windows.net/as…
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Loïc Geipel retweeted
Good morning with good news: All-solid-state batteries are entering production, with mass production in 2027!
These batteries have a range of 1,000 to 1,500 kilometers.
They are safer & can charge more rapidly.
They have an energy density of 400 Wh/kg.
electrek.co/2026/06/01/byd-a…
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Loïc Geipel retweeted
May 31
JUST DROPPED: For years I thought industrial electrification potential was limited.
How wrong I was.
Engineering studies point to 90% . Global scenarios support this.
Technology is much further ahead than we think. Question is whether policy keeps up.
janrosenow.substack.com/p/in…
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Loïc Geipel retweeted
May 21
CHART OF THE DAY: Electric car sales grew by 20% globally to exceed 20 million in 2025, meaning 1/4 of all new cars sold were electric, according to @IEA new report. Note, however, that a growing share of those electric cars include a gasoline engine (PHEV and EREV).
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Loïc Geipel retweeted
May 20
By 2035, electric cars could account for about half of global car sales, even without any new policy announcements
This would mean as many as 510 million EVs on the road (excluding 2- & 3-wheelers) – up from nearly 80 million today
New @IEA EV Outlook ➡️ iea.li/434ZhUp
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Loïc Geipel retweeted
May 15
For years, the biggest criticism of renewables was simple: “What happens when the sun isn’t shining?”
The answer is increasingly: battery storage. 24/7 solar power is no longer theoretical. In some places, it is becoming economic reality.
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Loïc Geipel retweeted
Impressive!
"Europe now produces batteries for roughly 1 in 3 EVs sold domestically. Announced capacity could meet future demand if fully utilised"
Countries of Euro economic area Switzerland committed ~200 billion euros into EV ecosystem in 2025
reuters.com/sustainability/c…
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Loïc Geipel retweeted
May 6
Everyone who cares about climate should understand this. Texas, with no pro-climate policies, has blown passed California in clean energy. In large part because Texas has less red tape and makes it easier to build.
May 6
Texas just passed California in utility-scale solar. And it's not close in wind or energy storage.
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Loïc Geipel retweeted
Chinese green-tech businesses love Trump's Iran War as it turned slowing demand for their products into record demand. Looks like Trump is an accidental greenie. Source: as.ft.com/r/f15c2c58-d497-44…
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Loïc Geipel retweeted
May 2
BYD sales change in April vs. last year:
Inside China: -15.5%
Outside China: 35%
BYD's sales downturn extends to eighth straight month reut.rs/4diUCDX reut.rs/4diUCDX
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Loïc Geipel retweeted
May 2
In 2024, more than 60% of new cars sold in Ethiopia were fully electric.
That’s not a typo.
Ethiopia is one of the world’s least motorised countries. It now ranks alongside global EV leaders by share of new car sales. Ahead of most of Europe.
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Loïc Geipel retweeted
Apr 27
147kWh will be a range monster
Apr 27
The EPA just dropped a document with full details on the 2027 BMW EV lineup with motor outputs and battery pack sizes included 👀
The iX5 will get a 147 kWh battery pack!
New iX3 and i3 variants are coming too, with the iX4 expected before the end of the year.
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Loïc Geipel retweeted
Apr 28
EV share of new car sales in Singapore:
2021: 3.8%
2022: 11.7%
2023: 18.1%
2024: 34%
2025: 45%
2026 (1st 3 months): 60%
Game over: 150 years of petrol dominance wiped out in 6 years
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Loïc Geipel retweeted
Apr 24
Electric vehicles are an extremely powerful tool for reducing oil demand.
This is so obvious when you use the same units.
There is a ton of chemical energy in the oil we burn to move cars, but you only need a small fraction in electrical energy for EVs to do the same job.
Apr 22
Clean power is enabling fossil-free growth beyond the power sector, as seen with transport.
In 2025, EV sales surpassed A QUARTER of the global car market 🚗⚡
The global EV fleet is already displacing 1.8 million barrels of oil demand per day 🛢️
ember-energy.org/latest-insi…
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Loïc Geipel retweeted
Apr 22
EVs are just going to win. Period.
Apr 21
You can now drive an EV from London to Barcelona on a single charge. Think about that: CATL just unveiled a battery with a 1,500km range that charges in 6 minutes
That's:
>Faster than a coffee break
>Longer than almost any petrol tank
>The final nail in the "range anxiety" coffin
The fossil fuel dinosaurs and their media puppets are still out there peddling the lie that EVs aren't ready for prime time. They are lying to you to protect their dying profits.
The technology is here. The economics are settled. The electrification of everything is accelerating
ft.com/content/1773de37-2595…
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Loïc Geipel retweeted
Apr 21
Jigar Shah at BNEF says he expects global clean energy spending to double from $200bn/month to $400bn/month by the end of the year due to Iran war energy impacts
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