EU gas is above €90/MWh, its highest since Dec 2022. Brent is above $115, its highest since June 2022. The EU has already paid €100bn+ extra for oil and gas since Hormuz closed. Not one extra molecule. Best defence: electrify. janrosenow.substack.com/p/europes-be...
Jan Rosenow
Jan Rosenow
@janrosenow.bsky.social
Professor of Energy & Climate Policy at University of Oxford Energy Programme Leader at ECI, University of Oxford Senior Research Fellow at Oriel College, Oxford Senior Associate Institute for Sustainability Leadership, University of Cambridge
33K followers592 following4K posts
Jan Rosenow reposted
"...a dependency on equipment you buy once is very different from a dependency on fuel you buy every month. When a shipping lane closes, a fuel-importing economy feels it within days. If solar panel exports stopped tomorrow, the panels already installed would keep generating for decades."
NEW: Hormuz reminded fuel importers that buying energy cargo by cargo means importing every price shock. In TIME, María Mendiluce and I argue the response will decide who becomes the electrostates of the next decade. @wemeanbusiness.bsky.social time.com/article/2026...
NEW: Hormuz reminded fuel importers that buying energy cargo by cargo means importing every price shock. In TIME, María Mendiluce and I argue the response will decide who becomes the electrostates of the next decade. @wemeanbusiness.bsky.social time.com/article/2026...
And here is the new Electrification Competitiveness Index: www.wemeanbusinesscoalition.org/resources/el...
Solar has overtaken nuclear. A decade ago it supplied 1% of the world's power. In 2025 it met three quarters of global demand growth. Almost nobody saw it coming. I spoke to Jocelyn Timperley at BBC Future about why. www.bbc.co.uk/future/artic...
Jan Rosenow reposted
Most important thing for a household to do in terms of consumption is replace their key fossil burning machinery (car, furnace, water heater, range, dryer) with electric options when they can.
NEW BRIGHT SPOTS: Even on 100% gas power, heat pumps cut emissions by ~48% and EVs by about half. The authors of an “electrification doesn’t cut emissions” paper made a series of compounding mistakes and used misleading assumptions. Here's why. janrosenow.substack.com/p/heat-pumps...
Jan Rosenow reposted
Electric motors are so much more efficient that internal combustion engines that even on fossil fuel power they still cut emissions substantially. Run them on 100% renewable power & the impact is even greater. Switching to renewables saves money, improves health, environment & climate. 🧪💡🔌☀️💨💧🔋
NEW BRIGHT SPOTS: Even on 100% gas power, heat pumps cut emissions by ~48% and EVs by about half. The authors of an “electrification doesn’t cut emissions” paper made a series of compounding mistakes and used misleading assumptions. Here's why. janrosenow.substack.com/p/heat-pumps...
Jan Rosenow reposted
Really enjoyed starting my day with this post. The drop in the grid’s carbon intensity is incredible. “two decades ago the average carbon emissions per kWh were around 500 g CO2 / kWh. In 2025 it was 121 g CO2 / kWh.”
NEW BRIGHT SPOTS: Even on 100% gas power, heat pumps cut emissions by ~48% and EVs by about half. The authors of an “electrification doesn’t cut emissions” paper made a series of compounding mistakes and used misleading assumptions. Here's why. janrosenow.substack.com/p/heat-pumps...
Jan Rosenow reposted
NEW BRIGHT SPOTS: Even on 100% gas power, heat pumps cut emissions by ~48% and EVs by about half. The authors of an “electrification doesn’t cut emissions” paper made a series of compounding mistakes and used misleading assumptions. Here's why. janrosenow.substack.com/p/heat-pumps...
Jan Rosenow reposted
I really enjoy reading Bright Spots every Sunday as they are uplifting and optimistic. Today's: Heat pumps and EVs cut emissions today. They will cut them further every year as the grid gets cleaner.
NEW BRIGHT SPOTS: Even on 100% gas power, heat pumps cut emissions by ~48% and EVs by about half. The authors of an “electrification doesn’t cut emissions” paper made a series of compounding mistakes and used misleading assumptions. Here's why. janrosenow.substack.com/p/heat-pumps...
NEW BRIGHT SPOTS: Even on 100% gas power, heat pumps cut emissions by ~48% and EVs by about half. The authors of an “electrification doesn’t cut emissions” paper made a series of compounding mistakes and used misleading assumptions. Here's why. janrosenow.substack.com/p/heat-pumps...
I thank those who provided constructive comments and helpful challenges. Given the interest I decided to dedicate a Substack piece to this and also cover heat pumps in a similar fashion. If you want to read them subscribe for free to my Substack janrosenow.substack.com
Electrification is an efficiency revolution and a fundamental reorganisation of energy systems. Less energy, fewer imports, more security. I'll make the case at @oxmartinschool.bsky.social on 19 Nov, in person & online: www.oxfordmartin.ox.ac.uk/events/elect...
Some thoughts about how the EU can insulate itself against these price shocks in the future. janrosenow.substack.com/p/europes-be...
Jan Rosenow reposted
“we show that even if HPs and EVs were powered solely by gas-fired power stations, they would use half as much fossil fuel as modern gas boilers or combustion-engine vehicles.”
Jan Rosenow reposted
Do EVs and heat pumps deliver no carbon savings until the grid is fully decarbonised? A recent paper claimed so. It's wrong. Even running entirely on gas-fired power, both cut emissions by about half. Our open-access response in Environmental Research: Energy: iopscience.iop.org/article/10.1...
Do EVs and heat pumps deliver no carbon savings until the grid is fully decarbonised? A recent paper claimed so. It's wrong. Even running entirely on gas-fired power, both cut emissions by about half. Our open-access response in Environmental Research: Energy: iopscience.iop.org/article/10.1...
NEW BRIGHT SPOTS: Industrial overcapacity is usually treated as waste. But what if it's a hidden grid asset? E.g. aluminium smelters that pause every winter to give grids the seasonal flexibility they lack. I'm not sold yet. But it's worth a look. janrosenow.substack.com/p/could-indu...
New data tool: Who sells the most battery electric vehicles around the world? Great to see @ember-energy.org is now tracking this in detail. ember-energy.org/data/monthly...
Pakistan's solar boom is really two booms. One is 6.1 GW of net-metered solar where the grid works and tariffs bite. The other is hidden: ~40 GW of modules imported, much of it off-grid where outages hit 8–10 hrs/day. Our new paper summarised here: www.pv-magazine.com/2026/10/09/p...
Nice to see that less than a week after the launch the Oxford Martin Electrification Accelerator already made it into Canada's National Observer! @oxmartinschool.bsky.social @ecioxford.bsky.social @smithschool.ox.ac.uk @blavatnikschool.bsky.social @oxfordlawfac.bsky.social
Jan Rosenow reposted
NEW BRIGHT SPOTS: How countries with hot climates, fast-growing economies, expensive energy, and fragile grids turn to solar. Not because of policy. People and businesses voted with their feet. janrosenow.substack.com/p/the-solar-...
I told @theguardian.com “Every home constructed today that runs on fossil fuels is a liability for the occupants.” They also made part of my statement the headline: “We need less political point scoring.” www.theguardian.com/politics/202...
NEW BRIGHT SPOTS: How countries with hot climates, fast-growing economies, expensive energy, and fragile grids turn to solar. Not because of policy. People and businesses voted with their feet. janrosenow.substack.com/p/the-solar-...
Excellent article in El Pais on the impact of Hormuz on electrification this morning. I told them “Electric cars and heat pumps are between three and four times more efficient [than their fossil equivalents]” archive.is/VfFsl
Yesterday we launched Oxford Martin Electrification Accelerator funded by @oxmartinschool.bsky.social @orieloxford.bsky.social played a key role. For two decades it backed energy research at Oxford through its Jackson Senior Research Fellowships. www.oriel.ox.ac.uk/news/profess...
Jan Rosenow reposted
The Transition 🔋
BIG NEWS: Up to 75% of global energy demand could be electrified by 2050 with technologies we already have. Progress is slow and the barriers are mostly political and institutional. Today we launch the Oxford Martin Electrification Accelerator to change that. oxfordmartin.ox.ac.uk/electrification
Jan Rosenow reposted
🌊💨♨️☀️
BIG NEWS: Up to 75% of global energy demand could be electrified by 2050 with technologies we already have. Progress is slow and the barriers are mostly political and institutional. Today we launch the Oxford Martin Electrification Accelerator to change that. oxfordmartin.ox.ac.uk/electrification
NEW RESEARCH: Energy bills nearly doubled in 2020–23. But England's official fuel poverty rate barely moved. We think it’s time for a better fuel poverty indicator. Our paper sets out an alternative that responds to price shocks. doi.org/10.1016/j.en...
Jan Rosenow reposted
BIG NEWS: Up to 75% of global energy demand could be electrified by 2050 with technologies we already have. Progress is slow and the barriers are mostly political and institutional. Today we launch the Oxford Martin Electrification Accelerator to change that. oxfordmartin.ox.ac.uk/electrification
Jan Rosenow reposted
NEW RESEARCH: Pakistan's solar boom is one of the world's most impressive renewable deployment stories. It is also a story about a broken grid, high electricity prices and inequality. This is the first peer-reviewed paper to take a deep dive into it. www.sciencedirect.com/science/arti...
Jan Rosenow reposted
Super cool electrification accelerator - check out the link! www.oxfordmartin.ox.ac.uk/electrificat... #energysky #greensky #cleantech #energy #climate
BIG NEWS: Up to 75% of global energy demand could be electrified by 2050 with technologies we already have. Progress is slow and the barriers are mostly political and institutional. Today we launch the Oxford Martin Electrification Accelerator to change that. oxfordmartin.ox.ac.uk/electrification
BIG NEWS: Up to 75% of global energy demand could be electrified by 2050 with technologies we already have. Progress is slow and the barriers are mostly political and institutional. Today we launch the Oxford Martin Electrification Accelerator to change that. oxfordmartin.ox.ac.uk/electrification
BIG NEWS: Up to 75% of global energy demand could be electrified by 2050 with technologies we already have. Progress is slow and the barriers are mostly political and institutional. Today we launch the Oxford Martin Electrification Accelerator to change that. oxfordmartin.ox.ac.uk/electrification
Jan Rosenow reposted
#ClimateSolutions, #Pakistan.
NEW RESEARCH: Pakistan's solar boom is one of the world's most impressive renewable deployment stories. It is also a story about a broken grid, high electricity prices and inequality. This is the first peer-reviewed paper to take a deep dive into it. www.sciencedirect.com/science/arti...
NEW RESEARCH: Pakistan's solar boom is one of the world's most impressive renewable deployment stories. It is also a story about a broken grid, high electricity prices and inequality. This is the first peer-reviewed paper to take a deep dive into it. www.sciencedirect.com/science/arti...
Recommended reading: "Renewables are just being added on top of fossil fuels." Wrong comparison. Demand grew 75% since 2005 regardless. Without wind and solar, power sector CO2 in 2025 would have been 28% higher. Excellent analysis by @zekehausfather.com www.theclimatebrink.com/p/what-if-th...
Jan Rosenow reposted
How do you keep a mission on track when climate politics gets harder? I'll be asking @elpinchbeck.bsky.social CEO of @thecccuk.bsky.social at @orieloxford.bsky.social on 11 Nov. Free, in person, registration required. Book ticket here: www.tickettailor.com/events/oriel...
Jan Rosenow reposted
In September, 34.5% of cars sold in Germany were fully electric. "Deutsche Hersteller profitierten von dem Boom allerdings kaum." (However, German manufacturers hardly benefited from the boom.) As if it took them by surprise.
Die hohen Spritpreise zeigen Wirkung: 34,5 Prozent der im September bundesweit neu zugelassenen Autos waren reine Elektroautos. Damit übertrafen die Stromer den bisherigen Höchstwert.
How do you keep a mission on track when climate politics gets harder? I'll be asking @elpinchbeck.bsky.social CEO of @thecccuk.bsky.social at @orieloxford.bsky.social on 11 Nov. Free, in person, registration required. Book ticket here: www.tickettailor.com/events/oriel...