Dustin Benton
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dbenton.bsky.social
Dustin Benton
@dbenton.bsky.social
Sustainability MD Forefront Advisers. Prev:@GreenAllianceUK; Chief Analyst @food_strategy. Generic personal achievement. Folksy identifier. Humblebrag. #hashtag
Probably re 2030. Re your point about solar, I've done no modelling, but have wondered whether a big surge in (v cheap) solar might do two things for CP2030: 1) increase exports in the summer which count against one of the two subtargets; 2) make summer prices cheap, helping cut annual bills.
October 27, 2025 at 4:45 PM
You are right - AR6 had £455m for technologies other than offshore wind. Fixed offshore wind had £1.1bn though, after the uplift in budget, no?
October 27, 2025 at 4:35 PM
Reposted by Dustin Benton
imo, the obliteration of of the IRA Waste Emissions Charge (the "methane rule") is an underdiscussed loss with global ripple effects.

the EPA had a solid framework for identifying & abating cheap, high-impact GHG emissions in up/midstream gas. it's all gone now. the EU methane reg stands alone.
October 21, 2025 at 5:54 AM
The question for me is less whether you can, but whether you should. The UK promised investors that the RO renewables would operate according to a set formula. The best alternative to RO I have seen is Imperial's Pot Zero idea, but when govt tried it voluntarily nobody signed up...
October 6, 2025 at 2:04 PM
- CfDs: £29/y but varies (would break contract law)
- ETS costs vary but killing the ETS means no EU electricity deal, which might even put bills up in net terms.

Of these, only CPS doesn't involve retrospective change that would destroy investor confidence.
October 6, 2025 at 12:01 PM
Does the example of Pakistan not make you think maybe demand growth is instead met by solar in sunbelt countries like Vietnam? Much more spare capacity in the solar supply chain.
October 2, 2025 at 4:15 PM
Well, USMCA (RIP NAFTA) still just about exists, at least for now...
September 17, 2025 at 2:20 PM