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Jenny Chase

@solarchase.bsky.social

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

16,221 Followers  |  830 Following  |  1,102 Posts  |  Joined: 20.10.2023  |  2.271

Latest posts by solarchase.bsky.social on Bluesky

Thank you.

03.08.2025 20:12 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

Do you get paid for exports?

03.08.2025 18:35 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

There may be an allowed to / be paid for it difference here. I am pretty sure that in the UK and Switzerland at least you don't get paid for exports from balkonsolar.

(Also just as a grid safety thing the idea you're allowed to is a bit wild...)

03.08.2025 16:38 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

Would you actually be allowed to feed into the grid though? My understanding (which may not be quite right for Germany where you can register and get the feed-in tariff) is that a lot of these microsystems just cut instantaneous load.

03.08.2025 16:02 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

I don't believe so. That would be another degree of complexity and function.

03.08.2025 15:21 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

I have decided that part of my responsibility as Elder is to avoid making online spaces unpleasant without very, very good informational cause. We will all burn out if we are not kind to one another.

03.08.2025 14:47 โ€” ๐Ÿ‘ 5    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

Ah, young people, they're the worst, always focusing on The Wrong Thing. (I have thought this often also, am frequently exasperated when I meet youth climate people by how little they want to talk about CO2 emissions reduction vs literally anything else).

03.08.2025 14:47 โ€” ๐Ÿ‘ 4    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

Yeah tbh the posters attacking David sound exhausting.

Policing that someone's social media presence be on-brand and cause-optimised at all times... well that's a recipe for inauthenticity at best, and burnout at worst.

03.08.2025 12:55 โ€” ๐Ÿ‘ 8    ๐Ÿ” 0    ๐Ÿ’ฌ 2    ๐Ÿ“Œ 0

This is very, very cheap - comparable with the basic price of the components.

I hope people are putting them up carefully because a few of these falling on heads would be bad, and poorly mounted panels are more likely to break / underperform, but nice if you've got a good spot for them.

03.08.2025 12:37 โ€” ๐Ÿ‘ 47    ๐Ÿ” 12    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 1

The headline like this which lives in my mind forever www.nytimes.com/2021/06/22/s...

02.08.2025 05:05 โ€” ๐Ÿ‘ 249    ๐Ÿ” 39    ๐Ÿ’ฌ 3    ๐Ÿ“Œ 2

One secret to stress-free holidays as a parent is basically to pool your kids with those of other adults. Kids are very good at entertaining each other.

(Oh yeah and socialisation is good).

The other secret is, have access to a swimming pool.

01.08.2025 09:53 โ€” ๐Ÿ‘ 30    ๐Ÿ” 3    ๐Ÿ’ฌ 2    ๐Ÿ“Œ 0
An empty stony beach on a sunny morning.

An empty stony beach on a sunny morning.

End of extended-family beach holiday in glamourous Bognor Regis. Underrated, tbh, especially with a swarm of small children (mine, and her cousins of various degrees). No more 7am sea swims.

Now hoping Child 2 stays inside for the entire duration of the train ride back to Switzerland.

01.08.2025 09:35 โ€” ๐Ÿ‘ 91    ๐Ÿ” 10    ๐Ÿ’ฌ 2    ๐Ÿ“Œ 0

Well, that's what makes the US tax credit system (for all sectors) so politically sustainable.

That said, US power prices to consumers aren't high by the standards of other rich countries. As you say, cheap power is a problem for renewables.

01.08.2025 05:44 โ€” ๐Ÿ‘ 3    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

Most final tax equity investors for large US renewables are big banks and financial institutions, which thereby avoid paying tax.

I mean, they'd probably have found other, less pro-social tax equity investments. It's complicated.

01.08.2025 05:07 โ€” ๐Ÿ‘ 3    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

Tax credits, seen from a certain political angle, are just a way to pretend a subsidy has no social cost.

The justification of this is basically "orgs are going to find tax deductions somehow, may as well give them a pro-social route to it". Maybe net tax revenue is the same, maybe not.

01.08.2025 04:39 โ€” ๐Ÿ‘ 5    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

I am sure this is true for other industries too, eg it is bad that oil and gas get tax breaks! And you can't fix things by dismantling all existing structures at once.

But literally no non-US market has these huge long term tax credits, and most are building renewables cheaper.

01.08.2025 04:18 โ€” ๐Ÿ‘ 11    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

I am not sure US people realise what an anomaly tax credits are in the world of global renewables. Apart from anything else, paying a % of capex sets up some perverse incentives that are so embedded in the US renewables industry's thinking that you can feel like you're going mad explaining it.

01.08.2025 04:18 โ€” ๐Ÿ‘ 8    ๐Ÿ” 2    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0
Preview
Solar Power Finance Without the Jargon (Second Edition) Check out Solar Power Finance Without the Jargon (Second Edition) - Solar Power Finance Without the Jargon introduces financial concepts through a lively history of the solar industry, and cuts throug...

I don't work in this field, but on the theory that the more you know about the field/context, the better you'll be at getting a job and the better you'll do once you're there, a couple of resources: (1) @solarchase.bsky.social 's book, below. (Don't let the boring title fool you.)

28.07.2025 19:50 โ€” ๐Ÿ‘ 9    ๐Ÿ” 2    ๐Ÿ’ฌ 2    ๐Ÿ“Œ 0

Due diligence (I think).

28.07.2025 20:47 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

I have no idea, but those geese and ducks are very nervous.

28.07.2025 06:45 โ€” ๐Ÿ‘ 6    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

I think Iโ€™d have been suspicious of this shipment. Whose US modules would get sold into New Zealand?

24.07.2025 09:56 โ€” ๐Ÿ‘ 29    ๐Ÿ” 3    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

That's a good enough joke imo to be worth deleting and reposting with the correct destination...

24.07.2025 02:35 โ€” ๐Ÿ‘ 3    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0
Post image

California solar curtailment down 12% on back of batteries #energysky -- via pv magazine usa: pv-magazine-usa.com/...

22.07.2025 17:11 โ€” ๐Ÿ‘ 19    ๐Ÿ” 5    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
Tesla expands into China's grid market Shanghai is set to ease winter power demand and reduce costs with the launch of the first phase of Tesla's grid-side energy storage project later this year.

This article does appear to be rooted in truth but it's also weird AI slop; $557m wouldn't be nearly "the world's largest energy project", clean or not, and it's not "China", it's the firm China Kangfu Leasing. Biggish battery though.

Better source:
english.shanghai.gov.cn/en-Latest-Wh...

22.07.2025 04:41 โ€” ๐Ÿ‘ 7    ๐Ÿ” 3    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

Note that my problem child gosling is smart enough to scream to me to help him out of the pond, but not smart enough to try to get out at the point which slopes gently to the ground for this purpose.

21.07.2025 06:28 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

It is a gosling (he broke his hip; I have been carrying him around for a month but he is now hobbling around with the others, and getting better slowly but steadily).

The human child gets in and out of the goose pond on her own now, fortunately...

21.07.2025 06:17 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

Eurostar check-in can be a bit of a zoo, but my normal morning involves a human child and 14 geese, one of whom sometimes needs to be fished out of the pond, so travelling alone is quite a relaxing treat.

21.07.2025 05:24 โ€” ๐Ÿ‘ 26    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

If you ever have a really tight connection, you could try stuffing a very large balloon up your dress and looking kind of sweaty.

(I am now sitting in the Eurostar lounge 40 minutes before my train. Which is nice, but honestly I could've queued normally...)

21.07.2025 04:58 โ€” ๐Ÿ‘ 15    ๐Ÿ” 1    ๐Ÿ’ฌ 2    ๐Ÿ“Œ 0

Not saying you should do this. But I have just been rushed (completely unnecessarily) through Eurostar security in about 5 minutes, presumably because I am very visibly pregnant, with a haste that was less courtesy and more "panic and get her out of here before she has a baby on us".

21.07.2025 04:58 โ€” ๐Ÿ‘ 36    ๐Ÿ” 0    ๐Ÿ’ฌ 2    ๐Ÿ“Œ 0

I think it should not be set in Germany but there should be German technical service supplier characters.

Maybe a Head of Operations who reports a hair-raising maintenance problem every episode ("crew member hanging off smoking turbine") and solves it offscreen every time.

21.07.2025 04:19 โ€” ๐Ÿ‘ 2    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

@solarchase is following 20 prominent accounts