Sarastro
@financeguy.bsky.social
Institutional money manager 🇬🇧🇨🇭🇫🇷
Markets, energy, history, politics
Markets, energy, history, politics
Solar panels from $0.1/w ..
July 19, 2025 at 10:49 AM
Solar panels from $0.1/w ..
Versus a cost in London of £2.50 per cubic metre or $3.40. I find this extraordinary
July 14, 2025 at 9:52 PM
Versus a cost in London of £2.50 per cubic metre or $3.40. I find this extraordinary
I see that Hannah Daly concurs with your numbers so that’s about 4c cubic metre
July 14, 2025 at 9:50 PM
I see that Hannah Daly concurs with your numbers so that’s about 4c cubic metre
Just take a look at the prices at which these deals cleared.. these are obviously for intermittent solar (without batteries) but all the same they represent interesting benchmarks for public procurement of solar power in sunny places
July 14, 2025 at 4:37 PM
Just take a look at the prices at which these deals cleared.. these are obviously for intermittent solar (without batteries) but all the same they represent interesting benchmarks for public procurement of solar power in sunny places
Also via leasing deal with Octopus Energy ..
June 26, 2025 at 1:51 PM
Also via leasing deal with Octopus Energy ..
Yes I think we can see that the gap between the solar price in the model ($41/MWh) and the firm solar price $105/Mwh is driven by overbuild and batteries.. but there are important correlation effects from wind, hydro, imports, nukes that reduce the amount to storage needed and system cost
June 22, 2025 at 9:20 PM
Yes I think we can see that the gap between the solar price in the model ($41/MWh) and the firm solar price $105/Mwh is driven by overbuild and batteries.. but there are important correlation effects from wind, hydro, imports, nukes that reduce the amount to storage needed and system cost
So we know for example that wind and solar are inversely correlated as this chart from the UK’s Met office shows
June 22, 2025 at 12:15 PM
So we know for example that wind and solar are inversely correlated as this chart from the UK’s Met office shows
We once thought that economic growth in China would led to huge increases in demand for oil as people bought and drove more cars, industry needed more energy and people took more planes to more places.
June 18, 2025 at 9:43 AM
We once thought that economic growth in China would led to huge increases in demand for oil as people bought and drove more cars, industry needed more energy and people took more planes to more places.
Yesterday, sea surface temperatures in the North Atlantic were extraordinary when compared to the average fur 1990-2025. Get ready for a hot summer.., do you have air con ?
May 24, 2025 at 7:39 AM
Yesterday, sea surface temperatures in the North Atlantic were extraordinary when compared to the average fur 1990-2025. Get ready for a hot summer.., do you have air con ?
Increases in power capacity in India has been mostly renewables- and not because of policy mandates but simply because they are the lowest cost new build in that country
May 23, 2025 at 9:52 AM
Increases in power capacity in India has been mostly renewables- and not because of policy mandates but simply because they are the lowest cost new build in that country
Another one of these extraordinary charts showing how the IEA has underestimated the growth of clean tech.. this time solar
May 15, 2025 at 6:13 PM
Another one of these extraordinary charts showing how the IEA has underestimated the growth of clean tech.. this time solar
IEA battery demand forecasts consistently underestimate what is happening
May 15, 2025 at 8:49 AM
IEA battery demand forecasts consistently underestimate what is happening
Paul Butterworth’s chart makes interesting reading
May 10, 2025 at 11:57 AM
Paul Butterworth’s chart makes interesting reading
I’m not sure that Tony Blair read the report he wrote a foreword to. The report says this
April 29, 2025 at 8:28 PM
I’m not sure that Tony Blair read the report he wrote a foreword to. The report says this
This is good from Adam Bell on linked-in. And he writes a good Substack blog too. Give him a follow a
April 29, 2025 at 2:34 PM
This is good from Adam Bell on linked-in. And he writes a good Substack blog too. Give him a follow a
We’ve know this for ages but it’s good that this kind of analysis in now on mainstream TV in the UK
April 25, 2025 at 4:52 PM
We’ve know this for ages but it’s good that this kind of analysis in now on mainstream TV in the UK
Important point from Ian Simm CEO of Impax Asset Management in London
March 15, 2025 at 8:57 PM
Important point from Ian Simm CEO of Impax Asset Management in London
Personally I think it would be wise for future decarbonised grids to include some nuclear capacity purely on the grounds that diversification of energy supply increases security of supply and so lows system cost for a desired level of security of supply.. but..
February 10, 2025 at 9:59 AM
Personally I think it would be wise for future decarbonised grids to include some nuclear capacity purely on the grounds that diversification of energy supply increases security of supply and so lows system cost for a desired level of security of supply.. but..
From S&P: a chart which shows for each renewable tech (solar, wind) the min price that would be needed in a 10 year PPA or CFD to cover new build capital, opex and financing costs. Prices are in current €/MWh
February 8, 2025 at 8:58 PM
From S&P: a chart which shows for each renewable tech (solar, wind) the min price that would be needed in a 10 year PPA or CFD to cover new build capital, opex and financing costs. Prices are in current €/MWh