Nick Fulgham of energy think tank Ember discusses global grid-scale battery deployment figures with Shayle Kann.
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“The installations in 2025 were around 250 gigawatt hours of energy capacity from batteries, and that's a 46% increase over the deployment in the previous year.”
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More from Nick Fulgham
PredictionNot checkable as stated
Fulgham: Structural fossil generation declines in India will happen closer to 2030
“But we do expect that it will still take a few more years for that trend to really be structural. So it'll be closer to 2030, where we'll be seeing normal years of demand growth and falls in fossil generation at the same time in India.”
Nick FulghamJun 4, 2026▶ 14:13Surprising trends in global electricity generation
PredictionNot checkable as stated
Fulgham: China faces significant coal generator overcapacity for years
“China is very much moving into an, into a time where they will, for most of the year, there will be significant overcapacity of coal coal generators as well. So yeah, a big change in the role that China is using coal. And that will be a feature for years to co…”
Nick FulghamJun 4, 2026▶ 18:21Surprising trends in global electricity generation
Opinion
Fulgham: China's renewable curtailment is likely higher than reported
“In the meantime, that means that curtailment likely is significantly higher than what is being reported, or at least that's what we expect from when we look at how much capacity has been installed and how much generation is actually growing.”
Nick FulghamJun 4, 2026▶ 20:22Surprising trends in global electricity generation
PredictionOpen · timeframe Jun 2031
Fulgham: India's coal generation will peak 3 to 4 times lower than China's
“And that means we think that India is going to top out or peak its coal generation, both in absolute terms and per capita at a level that's three to maybe even four times lower than where China's peak was.”
Nick FulghamJun 4, 2026▶ 29:24Surprising trends in global electricity generation
PredictionNot checkable as stated
Fulgham: India may meet all new power demand with clean energy by 2030–2035
“Where we could even see as soon as 2030, that structural point where all of the new demand is already met by clean power sources. And that means that not just fossil generation, but also coal generation would not need to grow beyond that. Now it might not be e…”
Nick FulghamJun 4, 2026▶ 30:03Surprising trends in global electricity generation
AssertionSupported
Fulgham: Solar scaled from 100 TWh to 2,000 TWh faster than any energy source
“How long does it take for sources to go from a hundred terawatt hours to a size like 2000 terawatt hours? And if you look historically, no source has ever made that jump as quickly as solar has. Right behind it is wind with just a few more years.”
Nick FulghamJun 4, 2026▶ 8:11Surprising trends in global electricity generation
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