Jenny Chase
@solar_chase
Solar analyst with BloombergNEF, goose keeper. Author of "Solar Power Finance Without the Jargon". Opinions here are all my own. She/her.
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2025 updates to this thread are now available on Bluesky and Mastodon. (And the discount code for the book is re-activated until end of November 2025).
Time to make 2024 updates to my annual “opinions about solar” thread. If you like these, the second edition of my book, Solar Power Finance Without The Jargon, is new this year. A 30% discount code WSQ0437 is valid on publisher website until end of Oct. worldscientific.com/worldscibooks/…
just pasting this from Jenny's book for the record.. "In addition, Saudi Arabia, Dubai, and Abu Dhabi decided inexplicably that there was some kind of prestige to having the cheapest solar. Mostly, this gave them an incentive for the government to internalise various costs…
The BloombergNEF solar module tiering team wishes it to be known that the tier 1 criteria have been updated. The main change is that from 2Q 2025, only solar projects over 10MW are relevant to tiering. They are not seeking feedback on this change. assets.bnef.com/public/tiering…
I'm doing a webinar from 10-11:30am European time tomorrow (Wednesday 22 January) with @TaiyangNews, @soniakdunlop and Henning Schulze of JA Solar, on the global solar market outlook. Register here for free if you want to join! taiyangnews.info/our-events/tai…
My @TEDTalks on how cheap solar is changing the world, or at least Pakistan, South Africa and California. And on how difficult it is to get good solar data. ted.com/talks/jenny_ch…
📢 Join @TaiyangNews Solar Market 2024 Review & 2025 Outlook Webinar on January 22, 2025 where Jenny Chase @solar_chase will present the PV Market Outlook of @BloombergNEF to show where the solar industry ☀️ is headed this year. Register 🆓👉 bit.ly/40w6JaC #SOLAR
In January 2024 we expected 2024 solar new build to be about 513GW(DC). Now we think it was about 599GW (DC). Mind you there is still 65GW of buffer in that to cover analyst cowardice. I expect it'll mostly turn up in identifiable markets though.
In October I spoke with the Climate Curious podcast about solar power and what's happening there, and got a bit more broad about what can be done to fight against climate change. tedxlondon.com/podcasts/how-s…
The first in my @pulitzercenter radio series on the #solar supply chain, #tariffs and competition between manufacturers in Southeast Asia and Ohio aired on @NPR stations in the state. Link below
This is an excellent solar overview by @abcnews quoting @solar_chase @RockyMtnInst @UNSW Prof Martin Green and Tim Buckley. @SmartEnergyCncl
The solar rush A planet-wide solar boom has been beating expectations at every turn. And it’s only just the beginning. abc.net.au/news/2024-12-1…
I'm honoured to be in great company on this list, by Dr Anna Broughel, of women authors on climate and energy. forbes.com/sites/annabrou…
Swiss utility CKW (Axpo) now offers a power tariff for private customers based on peak power demand, which in future could be used to incentivise consumers to use power when the sun's out. First time I've seen this in Switzerland. axpo.com/es/en/newsroom…
All right Mr. Killjoy
Do not ever straighten rebar like this. I cannot emphasize how bad this is for structural integrity of reinforced concrete structures.
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