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Topic: Curtailment

[Episode #280] – Statistical Review of World Energy 2026

The Statistical Review of World Energy 2026 is out, offering the first complete look at global energy data for 2025. The report's 75th edition, now presented in partnership with the energy think tank Ember, reveals a year in which demand for every form of energy hit a new record high.

But growing overall demand, even for fossil fuels, doesn't mean the energy transition isn't happening. Renewables grew more than any other form of energy for the first time outside of a recession, with solar power accounting for 72% of the increase. And global electrification reached a tipping point, with electricity demand growing 3%, faster than energy supply overall. China alone added the equivalent of Germany's entire annual electricity consumption in a single year. These are just a few of the indications that the future of global energy use is increasingly electric, even as regional paths differ.

In 2025, rising electricity demand was met entirely by low-carbon sources, with renewables and hydro overtaking coal as the largest source of generation. Fossil generation fell overall, demonstrating that fossil fuels are being substituted rather than supplemented.

Solar and storage are clearly taking the lead in the global energy system, and they're not looking back, as global battery storage capacity grew 66% last year alone. Solar already produces more electricity than gas in major parts of the world, and its lead in power generation will only grow.

In this episode, we are joined by Aditya Lolla, Interim Managing Director at Ember, and Euan Graham, Senior Electricity and Data Analyst at Ember and a lead author of the report, to share the key findings from this new update on all the energy data that matters.

We'll dig into the report's new total energy supply measure, which we explored in Episode #259. We'll hear how China's road fuel demand is now falling, redefining the assumed long tai

Guest #1:

Aditya Lolla is Interim Managing Director and Asia Programme Director for Ember.

Aditya Lolla is Interim Managing Director at Ember, the global energy think tank. Over the past nine months, he has led the organisation while continuing to shape Ember’s work on Asia. He was previously responsible for developing Ember’s strategy and workstreams in Asia, building Ember’s data-led research portfolio on the region and leveraging it to support governments across the region in accelerating the clean energy transition. His work focuses on how clean electricity, electrification and energy security are reshaping energy systems globally.

Earlier in his career, he managed large renewable power projects that covered about 50,000 homes in India and led on a World Bank funded project to develop new bioenergy technologies. He holds a Master of Public Policy from the University of Oxford and an MSc in Sustainable Energy Systems from the University of Edinburgh.

On LinkedIn: http://www.linkedin.com/in/adityalolla

On the Web: https://ember-energy.org/people/aditya-lolla/

Guest #2:

Euan Graham is Senior Electricity and Data Analyst for Ember.

Euan re-joined Ember in 2024, having been part of the original Ember team when it was founded. He is part of the Global Programme team, where he leads work on electrification.

He has been an author for several of Ember’s flagship reports, including the Global Electricity Review and China Energy Transition Review, and will be a lead author of the Statistical Review of World Energy, in partnership with the Energy Institute.

Euan holds a masters degree in Physics from the University of Oxford, where he specialised in analysing global climate models. In previous roles, Euan led work on oil and gas phaseout at the independent energy thinktank E3G, and on electricity market reform at Citizens Advice, the consumer advocate for the energy sector in England and Wales.

On LinkedIn: https://www.linkedin.com/in/euan-graham-783774111/).

On the Web: https://ember-energy.org/people/euan-graham/

Geek rating: 6

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[Episode #279] – Debottlenecking Europe’s Grid

Right now, Great Britain has more than enough new solar projects waiting to be connected to its distribution grid to meet its 2030 renewable energy target.

Italy and Poland could reach half their 2030 solar targets just by connecting the solar already sitting in their queues.

Across just eight European countries, there's a whopping 375 GW of wind and solar PV projects, and an even larger 455 GW of battery storage projects, just languishing in connection queues. Together, these wind, solar and battery resources are roughly equivalent to the entire generation capacity of those countries.

These are the shocking findings from a new study commissioned by the European climate nonprofit Beyond Fossil Fuels. Its estimates are deliberately conservative: the study values the trapped clean energy projects at around €100 billion, with the real total almost certainly higher. In this episode, we welcome Tara Connolly, their Programme Lead for Energy Markets and Grids, to share what the report found and learn what can be done about this sad state of affairs.

And the crunch isn't only on the supply side. Data centers are now muscling to the front of the same queues. In Ireland, they already consume half of greater Dublin's electricity, while households' EV chargers, rooftop solar, and home batteries wait behind them.

It will not surprise our longtime listeners at all to learn that unlocking all this mostly comes down to regulation, with many of the fixes already on the books, just not enforced.

Guest:

Tara Connolly is Programme Lead for Energy Markets and Grids with the NGO Beyond Fossil Fuels, where she leads work on delivering the grids and market rules necessary to phase out fossil fuels and ramp up renewables and clean flexibility. She has almost 15 years of experience in EU energy policy and campaigns, and has worked in the past for Greenpeace, Friends of the Earth and Global Witness.

On Bluesky: @taraconnolly.bsky.social

On LinkedIn: @tara-connolly-EU

On the Web:  https://beyondfossilfuels.org/

Geek rating: 7

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[Episode #87] – The Value of Flexible Solar

As variable renewables gain ever-larger shares of the grid power supply mix, integrating them on the grid is raising new questions about the best ways to do it. Storage systems are one obvious answer, but their deployment as utility-scale assets is still in the early days. Right now, if a utility-scale solar plant is producing more power than the grid can use, and there isn’t a storage system available to absorb the excess, the standard procedure is to curtail the plant — just turn it off. It hurts the revenues of plant owners, but at least it won’t damage the grid.

But now there are some new ways to the problem of integrating more variable renewables: Make them flexible! Instead of always running wind and solar plants full bore, or curtailing them, just turn them down a bit. Or make them completely flexible, able to ramp up and down at will, after deliberately providing enough room on their host grids to allow that.

Our guest in this episode is an expert on the subject who has helped the California Independent System Operator, or CAISO, think about new, flexible modes of operation for solar plants. It’s a very geeky and oftentimes technical interview, but we know the grid geeks who listen to this show will love it!

Geek rating: 10

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