Jenny Chase
@solarchase.bsky.social
Solar analyst at BloombergNEF, goose keeper. Author of a book, "Solar Power Finance Without the Jargon". Opinions all my own.
Pinned
Jenny Chase
@solarchase.bsky.social
· Oct 20
Solar Power Finance Without the Jargon
www.worldscientific.com
Time for 2025 updates to my annual “opinions about solar” thread. If you like these, you might like the second edition of my book, Solar Power Finance Without The Jargon. A 30% discount code WSQ0437 is valid on publisher website until end of November 2025.
www.worldscientific.com/worldscibook...
www.worldscientific.com/worldscibook...
Reposted by Jenny Chase
"In the modern world the stupid are cocksure, while the intelligent are full of doubt. Even those of the intelligent who believe that they have a nostrum are too individualistic to combine with other intelligent men from whom they differ on minor points." quotesof.me/quote/93a4ea...
QuotesOf.me - Curated Collection of Memorable Quotes
QuotesOf.me - curate your own personalised collection of brilliant and inspiring quotations
quotesof.me
February 5, 2026 at 1:04 PM
"In the modern world the stupid are cocksure, while the intelligent are full of doubt. Even those of the intelligent who believe that they have a nostrum are too individualistic to combine with other intelligent men from whom they differ on minor points." quotesof.me/quote/93a4ea...
Enjoyed this article despite the weird and untrue first line, it's good to see some actual evidence of working equipment in the reported factories. But, um, I am not sure it is a good thing to buy your solar panels from a cowboy OR from Genghis Khan.
www.solarpowerworldonline.com/2026/01/excl...
www.solarpowerworldonline.com/2026/01/excl...
February 4, 2026 at 7:53 AM
Enjoyed this article despite the weird and untrue first line, it's good to see some actual evidence of working equipment in the reported factories. But, um, I am not sure it is a good thing to buy your solar panels from a cowboy OR from Genghis Khan.
www.solarpowerworldonline.com/2026/01/excl...
www.solarpowerworldonline.com/2026/01/excl...
Reposted by Jenny Chase
India's solar is making a solid contribution to daily generation, even in the middle of winter.
(In fact the insolation minimum is during the monsoon season.)
(In fact the insolation minimum is during the monsoon season.)
February 3, 2026 at 6:38 AM
India's solar is making a solid contribution to daily generation, even in the middle of winter.
(In fact the insolation minimum is during the monsoon season.)
(In fact the insolation minimum is during the monsoon season.)
(Replacing meat with not-meat is still good! Just not *that* good).
Maybe not very false, but I don't think the math is right. I did some back-of-the-envelope calculations, and it seems to me that cutting 10% of meat, if it's *all* beef, is the rough equivalent of replacing half of cars/trucks with EVs.
So half what he's claiming.
bsky.app/profile/tama...
So half what he's claiming.
bsky.app/profile/tama...
I don't think this adds up.
10% of global meat consumption: 34ish million tonnes.
Even if we assume 100% of the reduction is beef, that cuts total beef by about 50%. Beef is maybe 10ish% of total GHG, so that's a 5% cut.
Vehicles are about 15% of total GHG, changing to EVs would make it about 5%.
10% of global meat consumption: 34ish million tonnes.
Even if we assume 100% of the reduction is beef, that cuts total beef by about 50%. Beef is maybe 10ish% of total GHG, so that's a 5% cut.
Vehicles are about 15% of total GHG, changing to EVs would make it about 5%.
February 3, 2026 at 1:01 AM
(Replacing meat with not-meat is still good! Just not *that* good).
Reposted by Jenny Chase
This stat is very false, please everyone stop sharing it. I feel like 99% sure this was a misprint in the original article.
February 2, 2026 at 11:37 PM
This stat is very false, please everyone stop sharing it. I feel like 99% sure this was a misprint in the original article.
The baby is very keen to feed himself on vegetable purees, but unfortunately has only the vaguest idea where his mouth is.
January 30, 2026 at 6:44 PM
The baby is very keen to feed himself on vegetable purees, but unfortunately has only the vaguest idea where his mouth is.
Reposted by Jenny Chase
Wow! Almost a 50% drop in greenhouse gas emissions in the EU energy sector over the last decade.
That's a huge leap forward, but we'll have to ramp up our investment in grids to continue this progress in the years ahead. ec.europa.eu/eurostat/en/...
That's a huge leap forward, but we'll have to ramp up our investment in grids to continue this progress in the years ahead. ec.europa.eu/eurostat/en/...
January 30, 2026 at 9:00 AM
Wow! Almost a 50% drop in greenhouse gas emissions in the EU energy sector over the last decade.
That's a huge leap forward, but we'll have to ramp up our investment in grids to continue this progress in the years ahead. ec.europa.eu/eurostat/en/...
That's a huge leap forward, but we'll have to ramp up our investment in grids to continue this progress in the years ahead. ec.europa.eu/eurostat/en/...
Musk's 100GW/year solar cell manufacturing "plan" is deeply unserious and will be quashed by wiser voices within Tesla. (So people can stop asking me about it). That guy just be saying things.
January 29, 2026 at 12:17 PM
Musk's 100GW/year solar cell manufacturing "plan" is deeply unserious and will be quashed by wiser voices within Tesla. (So people can stop asking me about it). That guy just be saying things.
Reposted by Jenny Chase
It was always bunk. This as it was released right when FEOC was getting hammered into solar legislation. It was always garbage for manipulating scared people.
U.S. authorities find no definitive evidence of hidden devices in Chinese solar inverters
New documents reveal US government found only two cases of communications in Chinese inverters that differed from official documentation. The discrepancies were deemed “non-malicious” and “non-intenti...
www.pv-magazine.com
January 29, 2026 at 8:22 AM
It was always bunk. This as it was released right when FEOC was getting hammered into solar legislation. It was always garbage for manipulating scared people.
Reposted by Jenny Chase
"The price surge means silver now makes up about 26 per cent of the cost of making a solar module, compared with just 3 per cent three years ago, according to Jenny Chase, lead solar analyst at BloombergNEF." @solarchase.bsky.social
Just what these players need.
giftarticle.ft.com/giftarticle/...
Just what these players need.
giftarticle.ft.com/giftarticle/...
Silver squeeze leaves solar panel makers feeling the heat
Photovoltaic industry seeks substitutions for metal that has hit record highs
giftarticle.ft.com
January 28, 2026 at 8:22 PM
"The price surge means silver now makes up about 26 per cent of the cost of making a solar module, compared with just 3 per cent three years ago, according to Jenny Chase, lead solar analyst at BloombergNEF." @solarchase.bsky.social
Just what these players need.
giftarticle.ft.com/giftarticle/...
Just what these players need.
giftarticle.ft.com/giftarticle/...
Generalize your skeets. What's your most typical, most average skeet?
Here's some data showing solar power is doing well. Obviously this doesn't mean solar power is the whole solution to climate change on its own.
Here's some data showing solar power is doing well. Obviously this doesn't mean solar power is the whole solution to climate change on its own.
Generalize your skeets. What's your most typical, most average skeet?
Christ, these assholes (who might be human or canine) are keeping me from writing books/comics, which are for sale. Please buy them, we are so very broke and tired. Also, butter.
Christ, these assholes (who might be human or canine) are keeping me from writing books/comics, which are for sale. Please buy them, we are so very broke and tired. Also, butter.
Generalize your skeets. What's your most typical, most average skeet?
Just spent five hundred dollars because Shawn did crime/tried to poison himself/had a bizarre health emergency, please dear god buy my books. Follow-up clarification: Shawn is a cat, not my human child or accident-prone roommate.
Just spent five hundred dollars because Shawn did crime/tried to poison himself/had a bizarre health emergency, please dear god buy my books. Follow-up clarification: Shawn is a cat, not my human child or accident-prone roommate.
January 26, 2026 at 7:35 PM
Generalize your skeets. What's your most typical, most average skeet?
Here's some data showing solar power is doing well. Obviously this doesn't mean solar power is the whole solution to climate change on its own.
Here's some data showing solar power is doing well. Obviously this doesn't mean solar power is the whole solution to climate change on its own.
The best thing to do about this is to reduce our dependence until we can say to the big fossil firms: "no thank you, we do not want or need what you are selling", and walk (or cycle, take an electric bus or drive an electric car) away.
January 21, 2026 at 9:23 AM
The best thing to do about this is to reduce our dependence until we can say to the big fossil firms: "no thank you, we do not want or need what you are selling", and walk (or cycle, take an electric bus or drive an electric car) away.
Reposted by Jenny Chase
In Indonesia, 35% of new car sales were battery-electric models last month. Quite extraordinary. But let's see what the next few months bring.
A big surge in sales of EVs in Indonesia at the end of the year.
However, the incentives that led to this will not continue in 2026.
Fully assembled imported EVs had been exempted several important taxes if the manufacturer committed to local production.
robbieandrew.github.io/carsales/
However, the incentives that led to this will not continue in 2026.
Fully assembled imported EVs had been exempted several important taxes if the manufacturer committed to local production.
robbieandrew.github.io/carsales/
January 15, 2026 at 11:32 AM
In Indonesia, 35% of new car sales were battery-electric models last month. Quite extraordinary. But let's see what the next few months bring.
The view from nursery pickup today.
January 15, 2026 at 6:59 PM
The view from nursery pickup today.
I especially like slide 132, about data center electricity consumption change since 2020. It's up, but maybe not as much as you might have thought from the more alarming headlines.
Do you like charts? Oh yes you do. I've just published hundreds of them, as I do every year. www.nathanielbullard.com/presentations
January 15, 2026 at 2:24 PM
I especially like slide 132, about data center electricity consumption change since 2020. It's up, but maybe not as much as you might have thought from the more alarming headlines.
Reposted by Jenny Chase
Do you like charts? Oh yes you do. I've just published hundreds of them, as I do every year. www.nathanielbullard.com/presentations
January 15, 2026 at 12:59 PM
Do you like charts? Oh yes you do. I've just published hundreds of them, as I do every year. www.nathanielbullard.com/presentations
This is very interesting.
(My personal crank level on microplastics-in-own-body worry is 'bought some steel tins instead of plastic ones to put hot food in').
(My personal crank level on microplastics-in-own-body worry is 'bought some steel tins instead of plastic ones to put hot food in').
‘A bombshell’: doubt cast on discoveries of #microplastics throughout human body, from brain to blood, arteries to testes
Exclusive: Some scientists say many detections are most likely error, with one high-profile study called a ‘joke’
Story by me
www.theguardian.com/environment/...
Exclusive: Some scientists say many detections are most likely error, with one high-profile study called a ‘joke’
Story by me
www.theguardian.com/environment/...
‘A bombshell’: doubt cast on discovery of microplastics throughout human body
Exclusive: Some scientists say many detections are most likely error, with one high-profile study called a ‘joke’
www.theguardian.com
January 13, 2026 at 2:55 PM
This is very interesting.
(My personal crank level on microplastics-in-own-body worry is 'bought some steel tins instead of plastic ones to put hot food in').
(My personal crank level on microplastics-in-own-body worry is 'bought some steel tins instead of plastic ones to put hot food in').
Reposted by Jenny Chase
NEW: Coal-fired power generation fell in both China and India in 2025, for the first time since 1973. The drop came after record clean energy additions in both countries, and was the first time that clean energy was a major driver of falling coal power use.
January 13, 2026 at 4:56 AM
NEW: Coal-fired power generation fell in both China and India in 2025, for the first time since 1973. The drop came after record clean energy additions in both countries, and was the first time that clean energy was a major driver of falling coal power use.
Photovoltaics fed about 16.9% of German-generated electricity into the grid in 2025, according to the Bundesnetzagentur (this excludes selfconsumption). Renewables at 58.8% overall.
www.bundesnetzagentur.de/SharedDocs/P...
www.bundesnetzagentur.de/SharedDocs/P...
Bundesnetzagentur -
Presse - Bundesnetzagentur veröffentlicht Daten zum Strommarkt 2025
www.bundesnetzagentur.de
January 12, 2026 at 1:44 PM
Photovoltaics fed about 16.9% of German-generated electricity into the grid in 2025, according to the Bundesnetzagentur (this excludes selfconsumption). Renewables at 58.8% overall.
www.bundesnetzagentur.de/SharedDocs/P...
www.bundesnetzagentur.de/SharedDocs/P...
Reposted by Jenny Chase
A group of young kestrels is startled by the presence of a butterfly. 🤣🤣🤣
January 9, 2026 at 5:36 PM
A group of young kestrels is startled by the presence of a butterfly. 🤣🤣🤣
I thought this had to be wrong on US PV manufacturing capacity, but checked my team's work, and yeah for module manufacturing capacity it's about right.
January 7, 2026 at 3:55 PM
I thought this had to be wrong on US PV manufacturing capacity, but checked my team's work, and yeah for module manufacturing capacity it's about right.
I think it was 800MW/week or 41.6GW per year... but yes BNEF estimates even the US built about 51GW of solar in 2025, so....
Isn’t 400 MW times 52 weeks, 20.8 GW? And are t we doing at least double that already?
January 7, 2026 at 11:23 AM
I think it was 800MW/week or 41.6GW per year... but yes BNEF estimates even the US built about 51GW of solar in 2025, so....
Also China built just over a gigawatt (DC) each day of solar in 2025. Obviously the US is a much smaller country (about a quarter of the population), but even so, that shouldn't be impossible.
Quoting two professors of environmental laws at UCLA, the authors write that the US needs to bring online two 400MW of solar facilities a week for the next 30 years. The authors quote these academics as saying each of these would take up 2000 acres. This is taken at face value.
January 7, 2026 at 7:59 AM
Also China built just over a gigawatt (DC) each day of solar in 2025. Obviously the US is a much smaller country (about a quarter of the population), but even so, that shouldn't be impossible.
I feel like I should read Abundance, apparently I am quoted in it, I should read it to have an informed opinion, but... ugh... I do so hate nonfiction polemics.
This thread is an interesting overview of thoughts.
This thread is an interesting overview of thoughts.
I'm reading through Abundance because everyone seemed to, and I'm not yet in a position to offer a critique but a few things have caught my attention. I'll collate a few here as I go.
🧵
🧵
January 7, 2026 at 7:37 AM
I feel like I should read Abundance, apparently I am quoted in it, I should read it to have an informed opinion, but... ugh... I do so hate nonfiction polemics.
This thread is an interesting overview of thoughts.
This thread is an interesting overview of thoughts.
I'm tempted to ask "is this real?" but it sounds like Gavin is vouching for it so... wow.
I thought the little girl was paddling the car along by hand at first.
I thought the little girl was paddling the car along by hand at first.
January 7, 2026 at 7:08 AM
I'm tempted to ask "is this real?" but it sounds like Gavin is vouching for it so... wow.
I thought the little girl was paddling the car along by hand at first.
I thought the little girl was paddling the car along by hand at first.