Tom Haddon

You can't, but it's alluded to when saying "navigating complex planning permissions, design considerations and environmental assessments" - the beauty of the advertorial. You can talk in metaphor, almost.

Yep, I get that. To be fair, if you are seeing planning issues on multi-GW offshore wind projects you are going to prioritise that rather than 50 MW of wind just outside Puddletown* or somewhere so it just hasn't been a big issue but now we're looking at GWs of opportunity.

*this is a real place.

So what I think the original piece is getting at is: get planning restrictions out the way (i.e. objections to taller turbines or BESS etc), and sort out grid connection upgrade delays.

Which again, for balance, has not exactly been ignored by the current government.

Repowering in AR7: A turning point for onshore wind in the UK | GHD - The Power of Commitment GHD is a global, multidisciplinary professional services network committed to addressing the world's biggest challenges in the areas of water, energy and communities around the world.

Should flag of course, that the playbook isn't exactly bare when it comes to repowering strategy as AR7 has already been modified to provide a route:

www.ghd.com/en-gb/insigh...

Rust or revolution? Britain’s ageing wind turbines near pivotal moment UK renewable energy developer Nadara, which has recently launched a national campaign to push for repowering of ageing wind farms, says this is a key ‘tool in the arsenal’ of the energy transition

With all the caveats that this is authored by, and therefore an advertorial for Nadara, it's actually a pretty good insight into the potential for repowering.

It's trying to flag the need for some policy maker attention as it's rising in importance.

www.rechargenews.com/opinion/rust...

The pattern has continued today.

Over the last ~2 weeks, the November (now front month) contract has gone up to 85p/th, down to 80, back up to 85, and now back this morning, to 80p/th.

Whether it bounces off the 80p/th floor, or finds space below it, I think sets up the market's view on winter.

Great article including the whizzy data Viz.

Did end up with a migraine however from it whipsawing from GW to GWh for seemingly no reason, all over the place.

It would seem to be that LNG is currently winning, October imports have edged into record territory on month to date (daily volumes).

Conclusion: Strap in for volatility as both sides thrash it out over the next couple of weeks.

One the bullish side for pricing (LHS), injection season might be ending a week or two earlier than one would like.

One the bearish side for pricing (RHS), the role/importance of storage in price formation is changing in the face of the US LNG flood ramping continually.

After an incredibly boring Aug/Sept in European gas prices, we starting to see some action.

Seems to be moving into 'Spanish grid voltage' mode i.e. oscillating for the sheer hell of it. 10% down over a few days, 15% back up the next few days.

Classic conflicting signal zone (why below).

Well, 2014/15 was particularly bad (~4% margin) but I doubt any of the current crop of culture war grifters would have been jumping on it if it were today because it was mostly due to nuclear outages and coal plants setting on fire.

Firm dispatchable baseload power of course.

Although there is a clear Venn-diagram overlap with fossil fuel interests (that claim to offer unparalleled energy security which is bunkum), I think her business model isn't actually totally captured by fossil fuels, it's driven by the media:

bsky.app/profile/tomh...

Now go and have a long shower and a good scrub.

Unless you were wearing the highly recommended HazMat suit before visiting Spiked?

For my sins, I did check in on Twitter to see what Ms Porter is up to. Just the normal stuff.

I love how she is still trying to live off the idea that the UK network was within hair's breadth of falling over last winter (long, LONG since NESO debunked). That's commitment to the grift.

But it is junk, because it is not related to reality.

Fixed price deals have been cheaper than the SVT for ages, so flight from the SVT has been material.

Then comparing it to the likes of Germany (who just chucked a load of policy cost into taxation which the UK hasn't done) is just plain silly.

"Yes, but what this scenario doesn't consider is the instant end of the universe"

"Now, in my analysis (secretly funded by the Koch Foundation) it is simple to see how increased fossil fuels protect us from the end of the universe"

You have nailed it. I can't improve on that one bit.

I suspect it purely reflects the price cap i.e. the domestic price for electricity on a standard variable tariff (although it changes quarterly)

If you calculated how much of UK electricity by volume is actually priced at this level, you would be surprised e.g. business power probably 25-30% lower.

The funny thing is, this quote turns up in a Telegraph article that is vaguely positive, and you can hilariously tell that it's been done through the most gritted of teeth.

Exhibit A: "Just enough power"

Exhibit B: "Better than last year" (I imagine a very angry voice)

Ah, NESO Winter Outlook day. That wonderful time when even though the *actual report* states barely anything of concern, grifters get to invent totally made up scenarios that imagine all ICs are unavailable at once because a lack of wind turns off French nuclear....or something.

Weirdo right wing commentators that can't understand long term weather data sets: 'Q2 financial results shows offshore wind will die from a lack of wind'

Mother nature via the jet stream: hold my beer.

Of course, the Poonami kid will then show up in the social care negative side sometime down the line after the acute mental breakdown from being forever known as the Poonami kid.

It's those Pampers adverts. That Poonami kid must be raking it in.

I'm not one for ever turning down cynicism, it's basically my life force.

However, this is just inevitable. The missing money problem is going to get wider, and the reality is new gas plant has become monstrously expensive / supply chains are absolutely stuffed.

Apart from the left graph being junk, and the right graph referencing a different year. It's all great.

I think the COPILOT function as shown there is only available to BETA users (might be wrong), but doesn't happen in the Copilot chat which us mere mortal Excel / Copilot license holders have access to:

Funnily enough, this popped up on my 5 minute daily sojourn onto LinkedIn this morning (I can't physically tolerate more than that).

Given the age of the model, the Leaf is emerging as the yardstick to measure how much better EVs are getting.

If you do a swap, you encourage repowering, you push cost further into the future when (hopefully) gas prices have gone lower on the back of an LNG wave and you keep investor confidence in place.

Scrapping something is just stupid.

I've said it myself that a tweaking to RO should be undertaken but scrapping it is nose/spite/face territory.

My idea* is to exchange RO payments now for a grant towards repowering in the future of equal value.

*I may have stolen this, not sure if I read it somewhere.