Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her.
Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Posts
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Accidentally turned the garden hose full on the baby for several seconds, and after a moment of confusion he is delighted to be sitting in a puddle.
(It seems I only breed water creatures).
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Since people keep asking how much solar is benefitting from the Iran war: we just reduced our 2026 forecast to 640GW(DC) of installation, down 2% from last year.
We increased forecasts for Egypt and Malaysia, and Nigeria etc may grow. But big markets are shrinking due to saturation.
Basically solar doesn't, in most places, directly replace oil. Most Europeans, for example, would respond to the crisis much more logically by buying an electric vehicle than solar panels.
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Obviously heatwaves are scary, but I'm also very relieved there will be one this week, when we are taking Child 1 and up to 17 of her friends to the currently-frigid outdoor swimming pool to celebrate her eighth birthday.
(Wondering if they will let me bring the gosling... it's possible. There's a big grassy area and we could bring him his own bath).
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
It's close enough between the US and the India that the margin of error is more than the difference, and minor revisions could reverse the order, but: India was the second largest installation market for PV in 2025, and BNEF expects this to also be true in 2026.
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
RE: @akshatrathi@mastodon.green
This is an amazing interview and Akshat is great at pushing back at Tice's nonsense.
(It's a very good thing I was not in Akshat's place because I would have [remembers this is a public forum and I am a professional] wished for Tice to step on a Lego.)
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Exciting times in the incubator as the single fertile egg this year hatches.
(Singleton goslings are a bad thing, but well, we'll get the adult geese involved and hopefully it won't grow up too lonely and unsocialised).
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Does anyone actually use Coordinated Universal Time, UTC, properly?
Whenever someone sends me a time in UTC in the northern-hemisphere summer, they actually mean British summertime, so they're one hour off. Or they mean 'European summertime' in which case they are two hours off.
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
My parents and uncle are coming to visit today, and as always when I host visitors I suddenly discover that while I have plenty of beds and bedding, absolutely none of it matches or looks good.
This seems to happen regardless of how many times I go out and buy matching, nice bedding. I think the cupboards eat it and secretly change the colours.
This is a shame as I love to host and would like to be good at it. Alas, it will never be. Bought in plenty of wine though, making vegetable lasagne.
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
A front-of-paywall BNEF podcast in which I break a golden rule and talk about BNEF tier 1. I won't be doing it again and am not looking for feedback.
(It is a perfectly pleasant conversation, I just need to be incredibly careful what I say about these and possibly I wasn't. I am not supposed, for example, to use the phrase "the monster I created".)
https://www.bloomberg.com/news/audio/2026-05-13/bnef-tier-1-lists-the-mark-of-credibility-podcast
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
So we have one (1) goose egg developing in the incubator, because these goobers are useless and a bit gay. (But obviously not completely gay. Just bisexual disasters.)
My proposal was that we call the possible resulting gosling Una or Uno. We will introduce them to the adults very early and hopefully they won't be lonely for long.
Child 1: no, me and my friend have decided it should be Tom or Daisy.
... so apparently we are doing a Great Gatsby theme this year?
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
It's easy to forget that most people don't know that power will be free (or even sometimes negatively priced) when it's very sunny.
I have also been arguing with the China team about what a power market even means.
https://www.theguardian.com/environment/2026/apr/14/uk-households-power-renewables-soar
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
The reason I regularly feel compelled to defend the energy / climate progress of the UK (the country of my birth) is that the UK is actually doing pretty well. And you would not know that from the UK news! It's a British trait to believe we must be doing badly, our efforts are in vain, nothing we do will ever work - but it's not true here! All the 'green crap' is genuinely reducing the UK's demand for fossil fuels, and also its CO2 emissions!
https://www.carbonbrief.org/analysis-uk-emissions-fall-2-4-in-2025-as-coal-hits-400-year-low/
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
The reason I regularly feel compelled to defend the energy / climate progress of the UK (the country of my birth) is that the UK is actually doing pretty well. And you would not know that from the UK news! It's a British trait to believe we must be doing badly, our efforts are in vain, nothing we do will ever work - but it's not true here! All the 'green crap' is genuinely reducing the UK's demand for fossil fuels, and also its CO2 emissions!
https://www.carbonbrief.org/analysis-uk-emissions-fall-2-4-in-2025-as-coal-hits-400-year-low/
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
The world’s solar capacity reached 1,419 gigawatts in 2023, way beyond any predictions. 1 gigawatt = power for a medium sized city
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
This is fun - a daily quiz where you have to guess the animal in 20 guesses, with wrong guesses giving you information about taxonomy.
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
- Examples of real long-duration storage technologies are pumped hydro (reservoir size is decoupled from turbine capacity), or where the storage medium is big tanks of molten salt, or hot rocks. But all of these do still cost a lot of money if they are only cycling once per year.
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
- Everyone is defining 'long-duration storage technology' wrong. It's not about 6 or 8 hours — you can do that with lithium-ion and probably will — it's about having the capex to add more GWh of capacity decoupled from the capex of adding more GW.
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
- There is no way we can build a big enough battery to shift energy from summer to winter. The economics of battery storage are nearly impossible at one cycle a year.
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
- In general this is a problem for solar, both for manufacturing and downstream: a distributed industry with low barriers to entry, and therefore few large firms, has little lobbying power. Industry associations work against this to represent the interests of renewables in politics, against those of more naturally consolidated industries like fossil fuels, but they do have a structural disadvantage.
Solar analyst with BloombergNEF, goose keeper. Author, "Solar Power Finance Without the Jargon". All opinions my own. She/her. Book (edition 2) available through all major booksellers, or directly from my publisher on https://www.worldscientific.com/worldscibooks/10.1142/Q0437
- It is very difficult for installers and financiers to become large and long-term profitable in the residential solar and storage market. Margins are thin and there are diseconomies of scale.