We've all see the scare stories about a "return to coal" – but the "demand destruction" for oil is even bigger
Here's how it stacks up: www.carbonbrief.org/analysis-glo...
We've all see the scare stories about a "return to coal" – but the "demand destruction" for oil is even bigger
Here's how it stacks up: www.carbonbrief.org/analysis-glo...
Based on IEA estimates, fossil CO2 emissions could decline 0.5% in 2026.
A big 2.4% drop in oil & small 0.5% drop in gas, is partially offset by a 1.2% increase in coal.
All very uncertain!
www.energiogklima.no/nyhet/hormuz...
Based on IEA estimates, fossil CO2 emissions could decline 0.5% in 2026.
A big 2.4% drop in oil & small 0.5% drop in gas, is partially offset by a 1.2% increase in coal.
All very uncertain!
www.energiogklima.no/nyhet/hormuz...
7.8% BEV
0.0% PHEV
92.2% ICE (of which 9.1%p were HEV)
Trailing 12 months are:
5.6% BEV
0.0% PHEV
94.4% ICE (of which 8.1%p were HEV)
Graphs are available in the Gallery: leraffl.github.io/LeRaffl-Gall...
7.8% BEV
0.0% PHEV
92.2% ICE (of which 9.1%p were HEV)
Trailing 12 months are:
5.6% BEV
0.0% PHEV
94.4% ICE (of which 8.1%p were HEV)
Graphs are available in the Gallery: leraffl.github.io/LeRaffl-Gall...
📉 In Aug 2026, Russia’s fossil fuel export earnings fell 8% month-on-month (MoM) to EUR 604 mn/day
💥 🇰🇷 🇮🇳 Ukrainian refinery strikes see Russia's oil product exports hit record lows, turn to importing fuels from South Korea & India
📉 In Aug 2026, Russia’s fossil fuel export earnings fell 8% month-on-month (MoM) to EUR 604 mn/day
💥 🇰🇷 🇮🇳 Ukrainian refinery strikes see Russia's oil product exports hit record lows, turn to importing fuels from South Korea & India
29.9% BEV
3.4% PHEV
66.7% ICE (of which 12.8%p were HEV)
Trailing 12 months are:
23.7% BEV
1.7% PHEV
74.6% ICE (of which 12.4%p were HEV)
Graphs are available in the Gallery: leraffl.github.io/LeRaffl-Gall...
29.9% BEV
3.4% PHEV
66.7% ICE (of which 12.8%p were HEV)
Trailing 12 months are:
23.7% BEV
1.7% PHEV
74.6% ICE (of which 12.4%p were HEV)
Graphs are available in the Gallery: leraffl.github.io/LeRaffl-Gall...
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.
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.
Over a single year, that avoided demand is roughly DOUBLE the government-held strategic oil reserves of OECD Europe (179 million barrels at the end of 2025).
ember-energy.org/lat...
Over a single year, that avoided demand is roughly DOUBLE the government-held strategic oil reserves of OECD Europe (179 million barrels at the end of 2025).
ember-energy.org/lat...
45.3% BEV
19.9% PHEV (of which 5.3%p were EREV)
34.8% ICE
Trailing 12 months are:
37.1% BEV
20.4% PHEV (of which 5.3%p were EREV)
42.5% ICE
Graphs are available in the Gallery: leraffl.github.io/LeRaffl-Gall...
45.3% BEV
19.9% PHEV (of which 5.3%p were EREV)
34.8% ICE
Trailing 12 months are:
37.1% BEV
20.4% PHEV (of which 5.3%p were EREV)
42.5% ICE
Graphs are available in the Gallery: leraffl.github.io/LeRaffl-Gall...
25.6% BEV
10.0% PHEV
64.4% ICE (of which 17.7%p were HEV)
Trailing 12 months are:
16.0% BEV
7.8% PHEV
76.2% ICE (of which 17.4%p were HEV)
Graphs are available in the Gallery: leraffl.github.io/LeRaffl-Gall...
25.6% BEV
10.0% PHEV
64.4% ICE (of which 17.7%p were HEV)
Trailing 12 months are:
16.0% BEV
7.8% PHEV
76.2% ICE (of which 17.4%p were HEV)
Graphs are available in the Gallery: leraffl.github.io/LeRaffl-Gall...
Electric heavy transport has crossed from technical possibility into commercial scaling.
EV heavy trucks reach 27% market share in China in Q1 2026.
China's 2030 sales share goal for EV heavy trucks is 40%.
It will smash it.
oilprice.com/Energy/Energ... #energysky
Electric heavy transport has crossed from technical possibility into commercial scaling.
EV heavy trucks reach 27% market share in China in Q1 2026.
China's 2030 sales share goal for EV heavy trucks is 40%.
It will smash it.
oilprice.com/Energy/Energ... #energysky
38.2% BEV
6.3% PHEV
55.5% ICE (of which 37.3%p were HEV)
Trailing 12 months are:
27.6% BEV
6.4% PHEV
66.0% ICE (of which 42.9%p were HEV)
Graphs are available in the Gallery: leraffl.github.io/LeRaffl-Gall...
38.2% BEV
6.3% PHEV
55.5% ICE (of which 37.3%p were HEV)
Trailing 12 months are:
27.6% BEV
6.4% PHEV
66.0% ICE (of which 42.9%p were HEV)
Graphs are available in the Gallery: leraffl.github.io/LeRaffl-Gall...
32.4% BEV
12.0% PHEV
55.6% ICE (of which 27.8%p were HEV)
Trailing 12 months are:
24.6% BEV
11.6% PHEV
63.9% ICE (of which 28.6%p were HEV)
Graphs are available in the Gallery: leraffl.github.io/LeRaffl-Gall...
32.4% BEV
12.0% PHEV
55.6% ICE (of which 27.8%p were HEV)
Trailing 12 months are:
24.6% BEV
11.6% PHEV
63.9% ICE (of which 28.6%p were HEV)
Graphs are available in the Gallery: leraffl.github.io/LeRaffl-Gall...
Total number of EVs on road rose 33% in Q2 2026 versus Q2 2025!
EV charging volumes surged 60%!
EV truck sales jumped 77%!
www.carbonbrief.org/analysis-chi... #energysky
Total number of EVs on road rose 33% in Q2 2026 versus Q2 2025!
EV charging volumes surged 60%!
EV truck sales jumped 77%!
www.carbonbrief.org/analysis-chi... #energysky
Read here: buff.ly/P3nHdbA
The much bigger milestone is that coal generated less than 50% of China's power in the first half of 2026.
The much bigger milestone is that coal generated less than 50% of China's power in the first half of 2026.
Since that target announced the world has installed:
☀️ Solar Power: ~1,230 GW
💨 Wind Power: ~280 GW
🔋 Battery Storage: ~185 GW
☢️ Nuclear: ~0 GW
Since that target announced the world has installed:
☀️ Solar Power: ~1,230 GW
💨 Wind Power: ~280 GW
🔋 Battery Storage: ~185 GW
☢️ Nuclear: ~0 GW
Plug-in vehicles were 65% of sales in July 2026 versus 54% in July 2025!
BEV were a record 44% of sales!
EV share of exports was 59% in 7/26 vs 45% in 7/25.
Petrol-only auto sales fell 44%!
Links next.
#energysky
Plug-in vehicles were 65% of sales in July 2026 versus 54% in July 2025!
BEV were a record 44% of sales!
EV share of exports was 59% in 7/26 vs 45% in 7/25.
Petrol-only auto sales fell 44%!
Links next.
#energysky
-power generation from coal&gas -3.5%
-coal mine output -10% in July, -3% year-to-date
-cement output -12% in July, -9% YTD
-crude steel output -4%, -3%
-oil refining -16%, -7%
-power generation from coal&gas -3.5%
-coal mine output -10% in July, -3% year-to-date
-cement output -12% in July, -9% YTD
-crude steel output -4%, -3%
-oil refining -16%, -7%
This is a good one. Promise. Long and number heavy, but worth the time.
leraffl.github.io/LeRaffl-Gall...
This is a good one. Promise. Long and number heavy, but worth the time.
leraffl.github.io/LeRaffl-Gall...
What else happened in China’s power sector in 2025? Answers at the launch of our China Energy Transition Review ⤵️
ember-energy.org/lat...
What else happened in China’s power sector in 2025? Answers at the launch of our China Energy Transition Review ⤵️
ember-energy.org/lat...