Jenny Chase / is on Nostr

Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her.

Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437

Last Notes

2024-07-08 14:57:59

If you're in Seattle this week for the Bloomberg Green Festival, I'm showing a few BNEF numbers at various points, see https://www.bloomberglive.com/schedule
and it would be nice to have a coffee with Mastodon people on Wednesday afternoon or Thursday.
(Also feeling hypocritical about 2.8 tonnes of carbon emitted by flights there and back.)

2024-06-20 20:28:57

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but also that many of the manufacturers will go bankrupt in the next two years.

2024-06-12 06:43:37

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to be fair on the hydrogen boosters (and I'm not particularly one of them), we are now actually looking at pushing the last 20% of emissions out of the power mix in the foreseeable future, and decarbonising industry. And hydrogen is a semi-plausible part of that.
The tech may not be that different but we do now have loads of cheap solar and wind, and electrolyzers are one way to timeshift that over weeks/ seasons. An inefficient way but one that should actually work.

2024-05-22 04:55:36

We've started handing over the big goslings to Samson the gander overnight, and everyone is happy about this. Especially him; doing childcare is peak goose masculinity.
Female geese can be hostile to goslings they know they didn't hatch, but ganders are always there for single dadhood.
https://files.mastodon.green/media_attachments/files/112/482/955/711/140/077/original/fdde42d3cc8cf651.jpg

2024-05-21 14:20:19

BloombergNEF is hiring a new Grids and Utilities analysis team leader in London. Great role for someone experienced, knowledgeable and ready for a challenge.
https://careers.bloomberg.com/job/detail/125431

2024-05-20 07:45:06

My family finally became Swiss citizens after a 4-year application process. Photo shows information for our first referendum vote.
Since I cannot be refused citizenship now, it is time to say what I *really* think of this country. Thread.
https://files.mastodon.green/media_attachments/files/112/472/293/854/996/780/original/17b505325826bdaa.jpg

2024-05-16 12:47:25

Reasons solar industry analysts don't want to forecast that a terawatt gets built in a year, ever:
- axis on chart doesn't go that high
- makes wind industry feel bad
- can't find markets to put it all in without the number being clearly ridiculous for that specific market

2024-05-08 09:39:42

30% of the world's electricity came from renewable sources in 2023, according to Ember (which is pretty solid). With wind and solar driving the steady rising trend since 2010.
https://ourworldindata.org/data-insights#most-recent-data-insight

2024-05-02 11:59:24

Swiss power prices went to €12,000 per MWh last Monday after unexpected snow caused solar electricity to be much lower than forecast, for total cost €20-30 million. H/t [@feiwang](https://mastodon.energy/@feiwang) for sending me the story.
https://www.nzz.ch/wirtschaft/fehlprognose-beim-solarstrom-ploetzlich-fehlte-der-schweiz-die-produktion-eines-grossen-kernkraftwerkes-ld.1828058

2024-04-30 05:48:46

Longi Green's market cap was $73.4 billion in 2021, and now it's $19.1 billion. Similar for the other major crystalline silicon manufacturers.
I frequently say that solar manufacturing is a horrible business to be in, but wow.
(Up to a certain point you shouldn't worry about market cap because it is partly a function of perception, and you shouldn't care how you are perceived as long as you can execute your plans. But still, that's a big drop).

2024-04-25 06:21:16

Review of my book!
"...broader in scope, and much more fun to read, than its title suggests. It's an expert-guided whirlwind tour of the solar industry as of the year 2023."
https://pubs.aip.org/aapt/ajp/article/92/5/399/3283232/Solar-Power-Finance-Without-the-Jargon-by-Jenny

2024-04-18 06:59:03

Guardian: people in India are recycling solar panels and getting money from it, and that's bad.
(Obviously I think Hussain's workers and Tayyab should have appropriate safety equipment, but Tayyab at least works for himself).
The numbers as usual are so contextless. CEEC study has Indian solar making cumulative 600,000 metric tons of waste by 2030 - but India produces about 3 million tons of glass waste *a year*, 45% of which is recycled, according to Karo Sambhav.
https://www.theguardian.com/global-development/2024/apr/18/india-clean-energy-solar-power-plant-panel-waste-recycling-pollution-regulation