Time to make 2024 updates to my annual “opinions about solar” thread. If you like these, the second edition of my book, Solar Power Finance Without The Jargon, is new this year. A 30% discount code WSQ0437 is valid on publisher website until end of Oct.

The actual BNEF solar module tiering methodology, which has nothing to do with "stable capacity assurance" or "reliable product performance", is here:.

"A medieval knight in full armor riding a motorcycle through a misty jungle trail.". Try Grok Imagine, free for a limited time.

BNEF PV tiering team note that almost none of this description of methodology by Phono Solar is accurate. This release is not endorsed by BNEF.

By the way, I have mostly decamped to bluesky and mastodon.

RT @CleanPowerDave: @solar_chase @SolarInMASS just pasting this from Jenny's book for the record. "In addition, Saudi Arabia, Dubai, and….

RT @solar_chase: The BloombergNEF solar module tiering team wishes it to be known that the tier 1 criteria have been updated. The main chan….

The BloombergNEF solar module tiering team wishes it to be known that the tier 1 criteria have been updated. The main change is that from 2Q 2025, only solar projects over 10MW are relevant to tiering. They are not seeking feedback on this change.

I'm doing a webinar from 10-11:30am European time tomorrow (Wednesday 22 January) with @TaiyangNews, @soniakdunlop and Henning Schulze of JA Solar, on the global solar market outlook. Register here for free if you want to join!.

My @TEDTalks on how cheap solar is changing the world, or at least Pakistan, South Africa and California. And on how difficult it is to get good solar data.

RT @TaiyangNews: 📢 Join @TaiyangNews Solar Market 2024 Review & 2025 Outlook Webinar on January 22, 2025 where Jenny Chase @solar_chase wil….

In January 2024 we expected 2024 solar new build to be about 513GW(DC). Now we think it was about 599GW (DC). Mind you there is still 65GW of buffer in that to cover analyst cowardice. I expect it'll mostly turn up in identifiable markets though.

In October I spoke with the Climate Curious podcast about solar power and what's happening there, and got a bit more broad about what can be done to fight against climate change.

RT @leila_goldstein: The first in my @pulitzercenter radio series on the #solar supply chain, #tariffs and competition between manufacturer….

RT @RichNmnn: This is an excellent solar overview by @abcnews quoting @solar_chase @RockyMtnInst @UNSW Prof Martin Green and Tim Buckley. @….

Survey participants would get a more granulat report, including market-level survey findings not available to BNEF clients. If interested, contact me or Nayel Brihi (@nbrihi1@bloomberg.net).

By providing transparency, BNEF strives to remove a significant information barrier and support scaling of private sector renewables deployment. Public blog post on a previous edition here:.

Do you sign corporate PPAs for renewable energy, as buyer, seller or trader? Would you like access to some BNEF research for free?. We are running a collaborative survey on this market. The output is a report on PPA offer prices, including factors such as size, term & structure.

I'm honoured to be in great company on this list, by Dr Anna Broughel, of women authors on climate and energy.

Swiss utility CKW (Axpo) now offers a power tariff for private customers based on peak power demand, which in future could be used to incentivise consumers to use power when the sun's out. First time I've seen this in Switzerland.

RT @axelk: All right Mr. Killjoy.

So I haven't listened to this to check if I sounded really stupid (it did feel like that at one point!) but I did a podcast with Pushkin's What's Your Problem, entitled, "How The Sun Won: The Solar Era, Part 1".