Well, it's not me personally, India is covered very well by our local team led by Rohit Gadre.

But India is a highly centralised market with protectionist measures and a huge bureaucracy. It's unlikely to significantly overperform government plans.

Building 600-700GW(DC) a year of solar already significantly reduces capacity factors for that fleet, however you slice the numbers.

BNEF's buffer/unknown segment is so big because I am basically an optimist, but people start to ask "where?" as it gets larger.

But they're also really poor, currently use very little electricity, and while these markets are growing strongly for PV they are tiny compared with the markets that are saturating (China! Europe!).

Well, it's not, 10TW was from end 2024 so it's now about 10.6TW just with the 2025 solar already...

You can't get around the fact that the numbers get crazy big, and as an analyst you have to find markets to assign it to, and those markets are saturating.

I don't know how they got their numbers, so no.

But it's pretty easy to see how this could happen by different assumptions on AC/DC ratio in markets that report AC (China, India) and sticking to official, wrong data for Pakistan.

600GW a year-ish is quite a lot of new solar power capacity when global total power capacity is roughly 10TW. China is more than half of the solar market, and China is slowing down due to local saturation issues, resulting in policy move to power trading for new solar plants.

I do not believe in paper bags for groceries (rain, sharp corners, limoncello-and-broken-glass-all-over-the-road moments) but with a Bag for Life and a bungee cord you can transport anything.

This is today, I can carry a lot more on my bike if necessary.

Basket? I know the granny look is cool, but front baskets are a bit of a pain, full or empty. I prefer a good back
rack for transporting shopping.

All the time, unfortunately.

He's right here you know!

bsky.app/profile/moul...

Reminder that 1) we need to cut fossil fuel emissions immediately and sharply and 2) even if fossil emissions were eliminated immediately, food system emissions could still prevent the world from keeping warming below 1.5-2C. So big changes to food production and consumption are also necessary.

Be careful; since 2022, power prices have been wild, and performance over the last few years is probably not representative of future years.

I would pay good money to *not* have a large truck, if necessary.

We do have a Peugeot 308e, about 54kWh, and honestly a large part of the savings of the battery could be realised by having a good charging algorithm for that.

I don't really see why they should when my neighbours are all going with these sort of quotes, and we probably will too.

(It's a fairly rich village and for that reason the high penetration of solar is already causing problems).

Village utility, not the Swiss government. That is just the way things work here; very distributed, a lot of local decisions and workers.

It's not really that high by global standards, anyway, and may well come down a bit as the 2022 crisis fades into the past.

We have 13.2kW of solar already, installed in 2019. While that also had an expected 20+ year payback period when we bought it, the 2022 energy crisis raised both power and export rates and we probably ended up doing much better than expected.

I also REALLY cannot be arsed with becoming my own utility, like, I have kids to play with ;)

Ehhh, everything costs a lot of money here but we do get pretty well paid. (Including the technicians, which is kinda important to me).

The every-village-has-its-own-utility system can't be the most efficient either.