Zero: The Climate Race Electrification – not decarbonization – is the climate story of 2026
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Jan 22, 2026 
Kingsmill Bond, a strategist at Ember and author of the Electrotech Revolution report, shares insights on the crucial role of electrification in the climate narrative for 2026. He describes how supply and demand are reshaped by solar, EVs, and smart grids, emphasizing the urgent need for policies to support this shift. Bond highlights India’s leap into cheap solar and the potential for local resilience over external control. He also explores bottlenecks in deployment, the impact of fossil fuel incumbents, and the modular technologies necessary for a sustainable energy future.
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Electrotech Is Three-Part Disruption
- The electrotech revolution bundles supply, demand, and connections into a single disruptive force.
- Batteries, smart grids and software link cheap solar and EVs to upend fossil-fuel dominance.
Electrification Multiplies System Efficiency
- Electrifying transport and generation multiplies efficiency, cutting primary energy needs massively.
- Replacing molecules with electrons shifts a 600:200 system toward roughly 200:200 useful energy.
Cut Taxes And Rework Rules On Electricity
- Reduce taxes and policy barriers that make electricity artificially expensive compared with gas.
- Rewrite rules that bolster the old fossil system and redirect funds from costly 2050 fixes to cheaper electricity.