Co-founder and lead analyst, Centre for Research on Energy and Clean Air; senior fellow, Asia Society Policy Institute: tracking & accelerating progress from polluting energy to clean air, with research and evidence.https://bsky.app/profile/laurimyllyvirta.bsky.socialhttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mlqovxz3hk22Seizing the moment: Pakistan targets 95% renewable electricity by 2040, 60% by 2030! The key rationale is cutting reliance on imported fossil fuels.13 May 2026 16:10 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mlqovxz3hk22https://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mlptoaenoc2nJust as with the 2021-22 fossil fuel crisis, the risk in China is government price controls leading to supply shortages. Back then, the gov't suppressed power prices and told (state-owned) coal plants to keep running at a loss; now they are trying the same with private refiners.13 May 2026 08:02 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mlptoaenoc2nhttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mlptc3zdts2n24% of trips on China's highways during the May 1 holiday were in EVs, while the share of EVs in all vehicles is 15%, highlighting how EVs are making a bigger dent in oil consumption than their share in the fleet. EV charging volumes along the highways were up 56% year on year.13 May 2026 07:56 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mlptc3zdts2nhttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mlkqgr7asc2dAn increasingly likely nightmare scenario for 2026: worsening fossil fuel and fertilizer crisis, combined with record global temperatures and drought. Fossil fuel dependence really doing a number on us.11 May 2026 07:21 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mlkqgr7asc2dhttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mlknnlw27222China's oil imports fell almost 30% in April, to the lowest level in a decade, a dramatic drop well highlighted by @javierblas.bsky.social. He tries to find a "big" explanation and comes up short - likely because there isn't one: there drop is rather a result of multiple adjustments. [contains quote post or other embedded content]11 May 2026 06:31 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mlknnlw27222https://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mkpon4tivk2fIndia's coal-fired power generation fell in January-March, despite a 3% increase in power demand, as solar and other clean energy sources met all the demand growth. [contains quote post or other embedded content]30 Apr 2026 13:07 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mkpon4tivk2fhttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mkp6hhr55s2zWhat will the global fossil fuel market look like once the closure of the Hormuz ends? In short, volatile and risky but oversupplied - terrible for fossil fuel investors, less so for clean energy investors. The UAE's decision to leave OPEC reinforced this.30 Apr 2026 08:18 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mkp6hhr55s2zhttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mk35ugdcw22lNew analysis from us showing how clean energy reduces electricity bills in Europe. Countries with a cleaner electricity mix see much smaller increases in power prices when gas prices rise. [contains quote post or other embedded content]22 Apr 2026 09:14 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mk35ugdcw22lhttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mjyxnvjj7s26Our near-real-time estimates of EU CO2 emissions performed well against the IEA's data which just came out - they also have a 0.8% drop in 2025. [contains quote post or other embedded content]21 Apr 2026 12:17 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mjyxnvjj7s26https://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mjocwwy3kc2kBloomberg News was able to confirm that China targets a doubling of total non-fossil energy supply from 2025 to 2035. This is a substantially stronger target than raising the share from 22% to 30% as announced earlier, especially if energy demand growth slows down.17 Apr 2026 06:40 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mjocwwy3kc2khttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mjlqfxdzcc26A striking difference between the 2021-22 and the current fossil fuel crunches is the IEA's response. This time, not a mention of the actual solutions to cut dependence on fossil fuels - clean energy and electrification. This expert letter calls them out for it.16 Apr 2026 06:03 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mjlqfxdzcc26https://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mjlpnlf4q226First look at China's energy, industrial output, and CO2 in the first quarter: emissions from the power sector up due to seasonal factors, industrial emissions down sharply, cleantech output treading water after a very busy 2025.16 Apr 2026 05:49 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mjlpnlf4q226https://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mjj7k5idk22oEveryone seems to think coal will get a big lift because of the oil&gas crisis, except for the professionals - the traders and plant operators. They're buying less of the stuff in April, not more. Note this includes within-country shipments which are big in e.g. China, Indonesia. [contains quote post or other embedded content]15 Apr 2026 05:56 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mjj7k5idk22ohttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mjj3g4xji227New from me: No increase in global coal power generation after Hormuz closure - solar and wind growth covered the fall in gas-fired generation. The record buildout of clean energy in 2025 helped mitigate the impact of the Hormuz closure. [contains quote post or other embedded content]15 Apr 2026 04:42 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mjj3g4xji227https://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mj4w5indsk25Excellent rundown of the hodgepodge of statements that are being used to create a "back to coal" narrative. In sum, most range from meaningless to inconsequential, with one with uncertain significance thrown in. [contains quote post or other embedded content]10 Apr 2026 08:36 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mj4w5indsk25https://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mivnzvsn5k2tA segment on energy security in China's main state news broadcast yesterday, emphasizing the contribution of clean energy and electrification. Striking to see how the rhetoric has changed - energy security used to be synonymous to coal.07 Apr 2026 11:22 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mivnzvsn5k2thttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mij7cuyzpc25The only sane thing to do: The French government will prepare a plan to electrify key sectors of the economy to reduce reliance on imported fossil fuels, suggesting the measures could be funded from increased corporate tax revenue from fossil fuel companies.02 Apr 2026 12:27 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mij7cuyzpc25https://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mie6nh3bx22lHow the Hormuz crisis is driving a shift away from fossil fuels: ☑️Developer in Vietnam wants to replace an LNG terminal with renewables and batteries ☑️Sinopec cancels LNG terminal expansion in Tianjin, China ☑️New Zealand LNG terminal uncertain after PM doubts business case31 Mar 2026 12:31 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mie6nh3bx22lhttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mi52y4p2a22zThe value of China's clean energy tech exports rose 44% in Jan-Feb 2026, to $41 bn. That's an increase of $13 bn year-on-year, equal to a third of the increase in the country's trade surplus, which reached a new record.28 Mar 2026 16:37 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mi52y4p2a22zhttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mi27qlme3s2oGermany's energy minister has correctly identified that it's sustainability that's crashing the German economy... First it was the pipeline supply of sustainability from Russia and now the seaborne supply of sustainability from the Gulf...27 Mar 2026 13:24 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mi27qlme3s2ohttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mhznbcvkjk2uThere is a misperception that fossil fuel shocks could drive *more* fossil fuel use. It should be simple: fossil fuels - including coal - get more pricey, we use less of them and more clean energy. The error is focusing on what politicians say instead of the real world.🧵 https://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mhkniylvr226 [contains quote post or other embedded content]27 Mar 2026 07:54 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mhznbcvkjk2uhttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mhxkw6tbpk2nClean energy growth and slower fossil fuel consumption growth reduced India’s vulnerability to the impacts of the current fossil fuel shock: Consumption of imported coal at power plants fell by 20% in 2025, while gas imports fell by 6% and net oil imports were flat year-on-year. [contains quote post or other embedded content]26 Mar 2026 12:06 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mhxkw6tbpk2nhttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mhwv3m5lbs2tNEW from us: India's CO2 emission growth slowed to less than 1% in 2025, the slowest rate in two decades, outside of the Covid drop. This was in part due to record clean energy growth which helped push down power sector emissions and is projected to accelerate this year. [contains quote post or other embedded content]26 Mar 2026 05:36 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mhwv3m5lbs2thttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mhvgup6yfk2zIndia's new 2035 climate targets undersell the country's potential for transformative clean energy growth. Under current plans&trends, the target of 60% clean power capacity will be achieved before 2030, rather than by 2035. That also allows much faster cuts in CO2 intensity. tinyurl.com/25p9jvuk25 Mar 2026 15:49 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mhvgup6yfk2zhttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mhvg7w6htk2pChina kept adding clean energy at a brisk pace in Jan-Feb 2026, with 32GW of solar, 11GW wind and 1.2GW nuclear added. Solar slowed down compared to the frantic pace of the past two years but wind made a new record. The real eye-popper however is coal&gas (thermal) capacity additions..!25 Mar 2026 15:37 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mhvg7w6htk2phttps://bsky.app/profile/laurimyllyvirta.bsky.social/post/3mhkniylvr226Here's how high fuel prices drove clean energy investments during the 2021-22 price shock - both solar and battery exports boomed just as fuel prices shot up. Battery demand is a proxy for EV manufacturing. [contains quote post or other embedded content]21 Mar 2026 08:48 +0000at://did:plc:5buzphfdtce4ev3ukud2gf37/app.bsky.feed.post/3mhkniylvr226