Jenny Chase

solarchase.bsky.social

12 October 2026 05:16

1. It’s the end of the beginning of the age of cheap solar. 2026 is likely to be the first down year for PV build, despite module prices of 11-12 US cents per Watt in normal markets, not substantially up from the lowest levels ever (9 cents in 2025 before a Chinese export tax rebate was cancelled).

Jenny Chase

solarchase.bsky.social

12 October 2026 05:15

This year for the first time I am officially a Clean Power analyst, not a Solar analyst. Alarmingly this means I am now expected to know about batteries, but it also means these Opinions are more varied. Let's go!

Jenny Chase

solarchase.bsky.social

12 October 2026 05:09

Time for 2026 updates to my annual “opinions about solar” thread, now with storage. If you like these, you might like edition 2 of my book, Solar Power Finance Without The Jargon. A 30% discount code WSQ0437 is valid on publisher website til end of Nov 2026. www.worldscientific.com/worldscibook...

Robin Hawkes

robhawkes.bsky.social

01 October 2026 13:29

I’ve been looking at the logistics behind the offshore wind supply chain, and put together this animation showing the movement of wind turbine blades from LM Wind Power’s factory in Fujian, China, to the UK between 2022 and 2026.

Robin Hawkes

robhawkes.bsky.social

01 October 2026 13:28

Here's what 4 years of blade deliveries supporting some of the world's largest offshore wind projects look like…