The Electrotech Revolution

Blog recommendation

A couple of days ago, I shared a blog post from The Electrotech Revolution showing that renewables are now so incredibly cheap that their total cost (capital plus operating expenses) isn't just lower than building and running a new fossil-fuel plant—it’s even cheaper than running an existing one. But I also want to highlight the entire blog and why it’s worth following.

Their pinned post, The Cleantech Revolution, gives an excellent overview of how rapidly electrification is advancing. By 2030, we’re expected to be installing 1,000 GW of solar capacity annually and selling 6,000 GWh of batteries each year. Notably, global EV sales rose by 29% in Q1 2025 compared to Q1 2024.

That post was written last summer, but they’ve just published a new one after Easter: The New Electrotech Strategy in an Insecure World, which summarizes a recent report from the think tank Ember. The key message is that electrotech—electric vehicles, heat pumps, and renewables—can drastically cut fossil fuel imports and reduce security risks. For this to succeed, the power grids must be robust and expanded. Around €584 billion in investments are needed in the EU alone, which would significantly reduce the amount of backup generation capacity required.

All of this can make one optimistic—but it’s important to remember that populist, isolationist politics could still undermine these ambitions. Zeke Hausfather explained how, briefly and clearly, in a separate piece.