🔋RMI recently released a report on batteries and this chart caught my eye.

⏭️We don't think enough in terms of how one sector affects another sector when it comes to batteries' tech improvements and scale.

➡️The Li-ion battery story began with consumer electronics but it has…

The Rise of Batteries in Six Charts:

Great dataviz from @Shenwoxhw23 Sam Butler-Sloss Kingsmill Bond at RMI Electricity 👏
rmi.org/the-rise-of-ba…

The buildout of renewable energy supply does not require a surge in capex. As fossil fuel capex falls, the net growth in capex is only 2% a year, in line with the past 7 years, & much lower than in the decade after 2000.

Our latest at RMI rmi.org/insight/the-gr…

Electricity can not be stored: or can it?
The progress in battery energy density and strong decrease in costs are key to the decarbonisation of the transport sector. It also allows batteries to touch other sectors previously thought too difficult

Still recovering from #COP28 ? Kingsmill Bond and the team RMI will put the wind and solar powered spring back in your step and keep hope alive. #EnergyTransition #climate The Renewable Revolution Continues - RMI rmi.org/the-renewable-…

Despite the challenges of this year, the renewable revolution marched on.

In our latest article at RMI, we highlight some of the progress made in clean energy this year.
rmi.org/the-renewable-…

In short, the energy revolution is unfolding fast and furiously in the real world: just look at the data and do the math

Amazing work by Kingsmill Bond, Sam Butler-Sloss et al of RMI - the entire report is a must read: rmi.org/insight/x-chan… END

🚨 Advances in battery tech signal a turnaround in carbon emissions trends.

Expect big changes by 2030, as we rely less on fossil fuels, thanks to batteries. Our report lays out this energy shift: bit.ly/3v0qnOz

#EnergyTwitter #AheadOfTheCurve

Investors, biz, & the #climate interested, this is 1 of the most important stories we have run at Climate & Capital Media - don’t miss it! Tks RMI - 8 deadly sins - What analysts get wrong on the #EnergyTransition . Kingsmill Bond Sam Butler-Sloss

via RMI | The Eight Deadly Sins of Analyzing the Energy Transition. Fantastic article by Sam Butler-Sloss and Kingsmill Bond. A must-read!
rmi.org/the-eight-dead…
Couldn't help but share conclusions here:
1. S-curves-as-usual not business-as-usual.
...contd.

'We are moving from heavy, fiery molecules to light, obedient electrons; from hunting fossil fuels to farming the sun. The renewable revolution continues the long arc of energy history: efficiency beats waste, techs beat commodities, and economics beats ideology.' RMI

The eight deadly sins of the energy transition. What are people getting wrong and why it matters. A post-modern take by the excellent Sam Butler-Sloss.
rmi.org/the-eight-dead…

A great summary of the most common mistakes forecasters, investors, governments and business make when thinking about the pace of technological change - The Eight Deadly Sins of Analyzing the Energy Transition - RMI rmi.org/the-eight-dead…

'Stranded assets are inevitable when linear fossil fuel retirement rates meet exponential demand destruction' as deployment of renewables accelerates. rmi.org/the-eight-dead…

EVs are on track to reach ~2/3 of car sales in 2030, according to RMI. Compelling analysis of why the establishment view and oil companies are underestimating the future of EVs. rmi.org/insight/x-chan…. Kingsmill Bond

The end of the ICE-age is nigh!! Delighted to present X-change: Car thx to RMI. This report sows that peak gasoline is well behind us and that EV market share could approach 90% by 2030, if you apply a little but of #ExponentialMath !! rmi.org/insight/x-chan…

“There is an inexorable economic logic to this transition'...And although the transition needs to go faster, ​“it provides massive momentum to have the economics on our side.” Sam Butler-Sloss RMI canarymedia.com/articles/clean…

ft.com/content/f6155d…

Ambrose Evans-Pritchard, 1
Rishi Sunak, Tony Blair and the remainder of the Telegraph commentariat, 0
telegraph.co.uk/business/2023/…