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@stockfttp.bsky.social

Energy, Transition, Maritime & occasional Politics.

1,309 Followers  |  452 Following  |  8,035 Posts  |  Joined: 07.02.2024
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Posts by (@stockfttp.bsky.social)

Even manages to mention Moss Landing 😩

So many cases of voters not understanding the difference between old racked batteries in large enclosed spaces using NMC chemistry with the modular, containerised, fire suppressed outdoor systems using LFP that would be built today

01.03.2026 18:23 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

International convention centre or Inuit Circumpolar Council prob best to keep your guard up!

01.03.2026 18:03 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

While I still pick the first, inflation & bottlenecks through the 20s has made this far more ££/difficult than it could have been

Build for CP30: higher costs but lower cumulative emissions

Build for 'CP35/40': Lower costs but higher cumulative emissions

Arguably GB is tracking 'CP33' atm

01.03.2026 16:06 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
Hungarians want to kick Viktor Orban out of power. Is he planning a coup to stop them? The upcoming election is not just about who win the most votes but whether the PM will abide by the outcome

If Orban did try to cling on by any means it would be an interesting test of if the EU could manage to gain unanimity to enforce such a clear breach of its own rules

Article 7 provides a route to strip voting rights which would eliminate Hungary's blocking veto in key areas

01.03.2026 15:47 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 2    πŸ“Œ 0

SG is a real issue and perhaps you can see the failure to penalise gas more (or the choice to remove some of the recent levies from gas as well) as a response to reform. Or it just an incoherent lack of joined up policy. Both may be true.

01.03.2026 15:31 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Solar/Onshore Wind is mostly 27-29. OFW is 28-31. All assuming grid delivery etc

01.03.2026 15:16 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Usual grid issues eg Seagreen is curtailing 942/1075. Add a few others and its the gas gen.

When ofgem gives inertia lowering approval the gas levels will drop

Price has been at or -ve (low of -Β£31) much of today given excess.

01.03.2026 15:14 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Given Israel's issues confusing the ICC (criminal court) & the ICC (cricket) not sure if Danny or Danni needs to be most worried

01.03.2026 14:49 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Give it time and instead of 2p/ltr off your petrol wars cheap or free charging will be a battle ground for the supermarkets

01.03.2026 14:39 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

We can talk about the softening on ICE ban and failures to move on a gas boiler ban (dito wood burner) or the tie back gas exploration fudge. So mixed progress

01.03.2026 14:35 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

And that 30s inc those who could potentially have on street charging where it exists or may exist. I'm not a big fan myself by ymmv

01.03.2026 13:24 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Life comes at you fast!

01.03.2026 12:56 β€” πŸ‘ 19    πŸ” 6    πŸ’¬ 1    πŸ“Œ 0

More like 30s (depending if you prefer RAC or Gov figures) The less likely you are to have a garage/driveway the less likely you are to have a car in the first place

In so far as charge time. Many will charge at destinations (work/supermarket/library/gym etc) where time is immaterial.

01.03.2026 12:53 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Although unfortunately inflationary, supply chain, energy price impacts and uncertainty tend to drive/keep higher costs for the construction of Rs (than they would otherwise be)

01.03.2026 12:45 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Idk the P grid but surprisingly wide peak. varying it by month is interesting I'm used to GB where its fixed all year.

01.03.2026 11:13 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Meteorological spring has begun; what was winter like?

–UK as a whole only 9% wetter
–England was 35% wetter than average
–Several counties in the southwest recorded top 5 wettest winters

Climate change has made such winters much more likely. When it does rain, downpours can be heavier

1/

01.03.2026 08:57 β€” πŸ‘ 11    πŸ” 4    πŸ’¬ 3    πŸ“Œ 1

just me thinking of who is taking the liability and keeping the lawyers happy!

28.02.2026 17:25 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Idk. Costs usually depends on conversion volumes and use case. Significant higher safety considerations for passenger vehicles -v- say a refuse lorry πŸ€”

28.02.2026 17:11 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Central Gov really should have stepped in & told councils not to do H2.

28.02.2026 17:08 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Have to assume either the work was too expensive or no budget for the conversion; or they would have done so

28.02.2026 16:49 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 2    πŸ“Œ 0

I suspect the reterofit costs are probably awful for such small volume

28.02.2026 15:52 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 2    πŸ“Œ 0
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As a timeline cleanse, as the world is going to hell in a handcart, its meteorological spring tomorrow & starting to feel it. With several hundred more MWs under construction or in late planning the chances of 90% peaks increasingly appearing in Feb won't be too long away

28.02.2026 14:07 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Na should ultimately prove cheaper but its really not going to help much on safety bc LFP is fine. This is not a rational safety debate and Na being even safer is unlikely to change the conspiracies and misinformation that drives so much of this opposition.

28.02.2026 13:27 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Ah ok. Whatever the short term funding model the physics were never going to change nor the plausibility of producing enough clean H2 given demand on clean gen & build rates. You were never going to prod H2 at β‰€βš‘

So the whole hydrogen in transport efforts were doomed to fail

28.02.2026 11:36 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

It may have functioned but the economics were never going to work -v- an electric alternative which was always going to come

I can't remember if it was the first 🚌 πŸ”‹ but London certainly had some trial routes in 2013.

28.02.2026 10:10 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

standing -v- unit rates. Geography doesn't change former regardless any market changes.

The maj of energy co's didn't support ZP, or the Scottish Gov or Sco renewables.

28.02.2026 09:49 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

There are two regional grids in Sco. Neither is the most expensive region in the GB which is North Wales and Mersey

There is a benefit locally. Direct and indirect employment.

27.02.2026 18:46 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Regional costs reflect the costs of the local grid. It is understandingly expensive to manage a long ruralish grid in eg N Sco dividing costs between a smaller population than highly dense & high population London

Its not bonkers. The value/cost to the grid of those locations is very different

27.02.2026 18:39 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

'26 is largely unsubsidised domestic or where it is CFD pre election. Won't start to see the big projects that have had approval under labour for a bit yet.

The mess in the grid Q is not helping but that will pass eventually

27.02.2026 18:33 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Great to see that the National Soil Map will finally be made open data! www.cranfield.ac.uk/press/news-2...

This is a crucial dataset that was generated under public contract, but remained proprietary for far too long. I've called for its release since 2016! - www.owenboswarva.com/blog/post-so...

27.02.2026 17:29 β€” πŸ‘ 83    πŸ” 22    πŸ’¬ 7    πŸ“Œ 0