solarchase.bsky.social profile picture

Jenny Chase

@solarchase.bsky.social

16260 Followers

837 Following

Solar analyst at BloombergNEF, goose keeper. Author of a book, "Solar Power Finance Without the Jargon". Opinions all my own.

  1. A lot of virtual power plants and aggregation services are tapping into PV, EV charging and battery assets already built, and belonging to the homeowner - which is fine, but it's a lot more complex to organise than when they're built into the very development.

    2
  2. This is excellent. Yes, it will still need to draw from the grid, especially in winter. But having planned and integrated EV charging and local batteries, operating in combination as demand flexibility to prevent power use spikes, is the way forward to integrate local renewables.

    "New all-electric town in Kent strikes deal to supply power back to the grid"

    Otterpool Park’s 8,500 homes will run on solar power and batteries.

    In total, the town will have about 34 megawatts of renewable energy capacity, and one communal grid-scale battery for every 300 homes.

    Otterpool Park’s 8,500 homes will run on solar power and batteries – with enough renewable energy to help keep lights on elsewhere

    New all-electric town in Kent strikes deal to supply power back to the grid

    Otterpool Park’s 8,500 homes will run on solar power and batteries – with enough renewable energy to help keep lights on elsewhere

    2
  3. Gas turbines are much lower capex than fuel cells, so if you are running them at low utilization - which you may well be, given rising solar penetration - the economics are probably better. (Also of course they're mostly going to run the gas turbines on natural gas...)

    0
  4. When they tell you about Chinese demand problems:

    "Cutting the other way, BNEF’s early outlooks projected that China’s EV demand would remain policy-led until 2025. Instead, organic consumer demand took over around 2022." 🇨🇳🇨🇳🇨🇳 #alwaysbecharging

    @colinmckerracher.bsky.social ✍️ for #bloombergnef

    0