Energy strategist at @ember_energy. Analysing the energy transition as a driver of financial markets. Views are my own.
Oxford, England
Joined August 2009
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The Age of Power is here
We released our annual deck on the energy transition and the convergence of the energy and digital revolutions.
System change is relentless, so if you want to flourish as a country or company you need to embrace them both.
ember-energy.org/latest-insi…
Electric Asia is transforming the energy system
With over half the global population, Asia has just 4% of oil and gas reserves but 75% of electrotech manufacturing. The closing of Hormuz galvanises the Asian leapfrog to electrotech.
ember-energy.org/latest-insi…
The Hormuz crisis will speed up the energy transition
We put out a short note comparing the current situation with the oil shocks in the 1970s. This time round we have a superior solution.
electrotech-revolution.com/p…
The electrotech energy revolution is here. And it changes everything....
ember-energy.org/app/uploads…
Time to rethink the energy debate
It is time to rethink the debate on the future of energy. This is a technology revolution driven by physics, economics and geopolitics, and galvanised by China.
electrotechrevolution.substa…
The need for energy security will drive the energy transition. Over a third of energy is imported fossil fuels, and that is looking increasingly vulnerable given the decline of the pax Americana. The answer is local energy - electrotech.
ember-energy.org/app/uploads…
Fossil triumphalism is just bad math
A short critique of the incumbent thinking pouring out of CERA week. The energy system is changing fast, and you need to look outside the fossil fuel system and beyond the US.
electrotechrevolution.substa…
Kingsmill Bond retweeted
🥁📣 Ember is excited to announce a new strategic unit led by energy experts @KingsmillBond, @DaanWalt3r & @SamButl3r 🎉
This initiative will bring together their proven track record in forecasting energy trends with Ember’s comprehensive data 🤝⚡️
ember-energy.org/latest-upda…
How to compare Kansas with Quinghai...
US states v Chinese provinces v European countries. Who is leading the race to the top in the energy transition?
rmi.org/insight/inside-the-r…
The Global South is deploying cleantech faster than the Global North because they are rich in renewables but import fossil fuels. So they will not prop up the dying fossil fuel system, but ride the cleantech revolution to growth and prosperity.
rmi.org/insight/powering-up-…
Our latest from @RockyMtnInst out today.
How to solve the battery mineral challenge? We spell out six solutions. Govts to corporate innovators will need to lean in to capture the circular opportunity. 🔋
rmi.org/insight/the-battery-…
To secure our future and nature’s future, we need our leaders to lead.
💼Businesses want this: it makes economic sense.
💸Investors want this: it makes financial sense.
👫🏾We, the people, want this: it makes common sense.
Carrying this message at #LCAW2024
#Mission2025
The cleantech revolution - it's exponential, disruptive, and now.
Our annual presentation looks in detail at the story for renewables, electrification and efficiency.
rmi.org/insight/the-cleantec…
Happy to contribute to #InvestingForTomorrowsEnvironment, a digital series from @cfauk @cwp_tw, which dives into the urgent need to integrate climate change and natural capital considerations into investment decision-making
#GreenFinance #ImpactInvesting #EcoInvesting
📣 We’re excited to announce the launch of 'Investing for Tomorrow's Environment', a digital series created in collaboration with @cwp_tw 🎥
Explore role of green finance in delivering on our #ClimateChangeGoals 🔗
ow.ly/NhiC50S92r2
#InvestingForTomorrowsEnvironment
Kingsmill Bond retweeted
Moving to Renewables Will Mean Using Less Energy Overall - great coverage of another important report from @RockyMtnInst
@KingsmillBond
bloomberg.com/news/articles/… via @climate
Kingsmill Bond retweeted
China, Europe, and the US are in a fierce cleantech race, impacting global energy trends.
Discover more in our latest X-Change series report: bit.ly/3TBMof3
@KingsmillBond @SamButl3r @DaanWalt3r @BezosEarthFund
The race to the top will drive the energy transition. Our latest report on the cleantech competition between China, Europe and the US. China is in the lead, and that changes everything.
rmi.org/insight/x-change-the…
Kingsmill Bond retweeted
The shift to #RenewableEnergy has hit a new gear, with capacity now surpassing annual power consumption!
RMI’s @KingsmillBond underscores the urgency: "We're in a technology battle within clean tech, and China is at the forefront of all three key races."
bit.ly/3OYvDcA
Kingsmill Bond retweeted
⚡️NEW EPISODE⚡️Our separation from nature has distorted our food systems, energy, the economy... EVERYTHING. Where do we go from here?
#OurStoryofNature Pt 2 out now
@KateRaworth @G_stordalen @EATforum @KingsmillBond @JanineBenyus @kristatippett @onbeing bit.ly/3SxABhs