Valuable analysis, thanks for sharing

Yes, the oversupply is now arriving, and the market is finally responding. Your days (or was it weeks/months?) of being stuck in an 80p/th goldfish bowl now seem to be disappearing...

"Please disperse, nothing to see here!" - Lieutenant Frank Drebin, police squad

Very significant trend, big implications. Great stats - are these sourced from the companies or elsewhere? Thanks.

You've hedged your bets nicely there Ben. I think Spain should still be favourites, and France have a very strong squad, but as for Norway, any team with the world's top striker has a chance in a knockout tournament. Wrt England, qualification has little relevance once the real tournament begins.

Tidal range is a nice idea but seems to be sth talked about on and off forever while being too expensive / uncompetitive to actually turn into reality and not really material enough to really build critical momentum? What about tidal stream - similar issues?

No doubt it varies all the time but presumably a reasonable amount of electricity imports (which seem to be a steadily rising proportion of the total) are clean i.e. French nuclear or Norwegian hydro?

Chart seems pretty conservative based on current trends. Hopefully this forecast will age as well as an IEA solar one. To be fair, it is very hard to predict, but wouldn't be surprised to see much higher than 15% CAGR to 2035.

"Could"... "the people said"...

Or could not!

Increased domestic gas production, increased Russian pipeline supply, increased renewable output, slowing economy ... right now it looks like it's going to be a long wait for Chinese LNG imports to rebound...

Congrats and keep up the good work Jan

Great thread, thank you for highlighting this energy illiteracy. Clearly this would end in a Truss/Kwarteng-style fiasco, rapidly & chaotically reducing UK energy security, sharply increasing energy costs & enforcing a rapid rethink. The OBBB may provide an instructive case study in the meantime.