Electric stuff coming from John lately. Not subtle.
China: solar 43% YoY, wind 14%, nuclear 8% → coal generation –1.9%.
Storage capacity 75 GW vs peak demand 55 GW.
Chile: wind solar hit 46.2% of electricity in Dec ’25 (42% Dec ’24).
Up 5x vs Dec ’16 (9.39%). Output 6x (0.59 → 3.47 TWh).
India: solar installs hit 36.6 GW in 2025 ( 43% vs ’24). First year >30 GW.
Dec ’25 solar output 39% YoY.
Speed wins. Solar scales fastest. Wind helps but takes longer. Nuclear is steady but slow. Coal gets squeezed.
Quick US datapoint: Texas just set a solar output record, hitting ~60% of demand for a stretch in February.
Solar is scaling. Batteries are the follow-on buy.
x.com/SEIA/status/2023411545…
Once solar leads, you need something to catch the extra power at noon and hand it back at 7pm. That something is batteries.
That’s the
$MVST lane. Vertically integrated battery systems, shipping globally (Americas / EMEA / APAC), showing up wherever storage and heavy-duty electrification actually gets deployed.
Chile’s a great test case because it’s where clean power meets real load, and mining is the economy. Mines don’t get to wait for sunny. They need power and trucks running all day.
Hyvolution Chile is a B2B expo in Santiago focused on hydrogen, heavy transport, and grid infrastructure.
Direct
$MVST tie: Hybot (Chinese OEM) debuted the 49-ton H49 hydrogen truck at the expo in Sept ’25, powered by Microvast battery systems.
Even in hydrogen, the battery does the work.
mp-weixin-qq-com.translate.g…
Solar scales fast. Batteries make power usable on demand, safe and reliable, and it’s much cheaper than waiting a decade for nuclear. Grid, fleets, hydrogen trucks, same answer.
That’s the layer getting bought. That’s Microvast.
Stunning China Data!
Solar power "increased by 43% year-on-year, wind by 14% and nuclear 8%, helping push down coal generation by 1.9%."
"Energy storage capacity grew by a record 75 gigawatts (GW), well ahead of the rise in peak demand of 55GW."
carbonbrief.org/analysis-chi…