Discover and read the best of Twitter Threads about #solar

Most recents (24)

#ERCOT grid update: Things will be tight on the grid today and tomorrow — very tight. ERCOT projecting 82.9 gigawatt peak @ 4pm and a spread between supply and demand of only 1800 megawatts tomorrow around 7pm. #txlege #energytwitter 1/ Image
Solar power is having a massive impact on the grid this summer. Without it, we would be in serious trouble and have a much higher likelihood of outages. #Solar will top out right at or above 12GW and... (cont.) #energytwitter #txenergy Image
... is still producing ~9GW in the hour of tightest reserves. The 3+GW of batteries in ERCOT are mostly providing backup reserves in case of shortage (like when a major power plant goes offline like a nuke did last week) but is also injecting 500MW to the market when needed. 3/ ImageImage
Read 18 tweets
$DQ Poly market panic?!?! A quick mini🧵

Polysilicon (and all of #solar as a mfg industry) is a bullwhip-cycle commodity industry.

Right now, poly is down, making modules even cheaper - which is wild, because solar is already the cheapest utility-scale option.
2/n $DQ

This massive #LCOE superiority is going to further propel demand for panels.

At which time poly goes up again.

While poly dips towards Daqo's cost level ($7.55 total cash cost last Q), other mfgs are under water.

$DQ will always be last man standing - the last factory operating - because they are cost kings.

Meanwhile, they moved early when market bubbled, reinvesting cash in new capacity.

Now that market is back to normal, the competition will not be able scale similarly.
Read 7 tweets

Nerd time. 🧵

2023 EPS projection.☀️

Spoiler alert:
Modest projection gives $6.50-$7.00 EPS.
$CSIQ 2/n

1Q23 EPS was $1.19 on $1.7bn revenue at 18.7% gross margin.

I've seen projection of $2.5bn revenue at 20.5% gross margin.

It would be reasonable to expect that most additional gross margin translates to net profit.

Net profit margin in 1Q was 4.94%.
$CSIQ 3/n

Let's be cautious and say that 2Q net profit margin goes to 6% (rather than 6.64%).

In 1Q, CSIQ owned 80% of CSI Solar.

Now the share is likely at 62% (and now they have around $1 bn extra in cash).
Read 10 tweets
In 1939, the United States had the 19th best military in the World. We moved to number 18 when Holland fell to Germany. America learned how to do big things in a very short period of time. We are doing/building big things again.…
Construction spending by US manufacturers more than doubled over the past year. For April 2023, the annual rate reached nearly $190 billion compared with $90 billion in June 2022, with manufacturing accounting for around 13% of non-government construction.…
“Over the past five years, TVA has attracted a record $47.8 billion of new business investment, adding an estimated 346,400 jobs, and the population of the Tennessee Valley is growing six times faster than the U.S. average, Lyash said.” @TVAnews…
Read 7 tweets
1/ Why #RahulGandhi, #CONgress ecosystem, Lutiyens & Libtards are against Indian Brands but endorse all foreign brands & their #toolkits to build opinion, from #ShaheenBagh to #FarmersAgitation to #BBC to #Adani?
2/Do you know #CocaCola entered India in the 1980s, taking over 11 other Indian soft drink brands, while #Pepsi took over others.
#Amazon hasn't left out any city nor BlueDart, DHL & FedEx.
3/ #Chinese & #Korean mobiles dominate India.
#Nestlé, #Maggi, #ITC, #HUL, #Pepsi etc entered the #FarmSector!
In 4-wheeler industry, #Suzuki, #MG, #Hyundai etc. #Honda dominates the two-wheeler industry,
Read 6 tweets
Canadian Solar IPO🧵

So Canadian Solar $CSIQ is going to raise RMB 6 billion ($850 million) by selling 15% of CSI Solar.…

First off, market cap / valuation:

CSI Solar is probably about 80% of $CSIQ total business (other 20% is Recurrent Energy).

So Chinese market values Canadian Solar as approx $7bn company.

But what will the money be used for?

$CSIQ has already announced plan to build polysilicon plant.

By my modest calculations, 80,000MT of polysilicon capacity - at cost price of $10/kg - can save Canadian Solar anywhere from $400m to over $1bn per year.

Should be massive for the bottom line.
Read 7 tweets
Excited about PM @AlboMP upcoming visit to #Vietnam (and his @IISS_org #SLD2023 keynote!).

A short 🧵 from me about the 🇦🇺🇻🇳 relationship, its momentum, opportunities and future trajectory on the occasion of 50th anniversary 👇 1/
Fairly new-found strategic closeness under the Coalition gov resulted in a strategic partnership.
"The 2 countries are increasingly aligned in their strategic outlook and both find each other supportive and, frankly, useful, for their own strategic goals."…
#Australia has been a reliable partner in providing assistance to #Vietnam's #UN #peacekeeping forces, and it has supported #infrastructure in the vulnerable #Mekong region or donating #vaccines during #Covid #pandemic...
@FinancialReview 3/…
Read 8 tweets
The #battery revolution continues which is why there is so much money going into new capacity. At the end of last year, there was 660 GWh of #lithiumion battery production capacity in the world. According to the @IEA an additional 1078 GWh of new capacity is due to come online. Image
The global market for #solar in 2022 reached approximately 250 GW, with production capacity at the end of the year totaling 640 GW - which explains why solar module prices are down over 10% and why the market could be 1GW a day in 2023 Image
Furthermore, an additional 294 GW of new #solar capacity is expected to come online. This adds up to a total of 930 GW of capacity, which, if delivered within one year, would nearly double the global installed base of solar energy! Image
Read 3 tweets
One of the biggest challenges for #solar and #wind is integrating more renewable energy into the power system. How can we do this effectively? #renewableenergy #cleanenergy
To encourage the buildout of renewables, we need strong financial incentives. Finding the right mechanisms is crucial for a successful energy transition. #renewableenergy #financialincentives
Impressive! #Denmark consistently meets 85% of its weekly energy needs from #renewables. They are leading the way in sustainable energy production. #cleanpower Image
Read 5 tweets
We've got House #JCAB! HB 2887 will appropriate $10.6 million to finish the State Veterans Center being built in Sallisaw. (The project came in way above budget owing to a variety of ... "complications," says House A&B Vice Chairman Ryan Martinez.)…
Now they advance HB 2888, which would send $38.6 million to the Water Resources Board for "upgrades to water and wastewater systems, located in Northeast Oklahoma along an inland waterway that supplies water and wastewater to major supply chain locations.”…
Now SB 1177 proposes creating some upfront rebate financing for the "Project Sirius" effort ... which is reportedly for an Enel #solar panel plant near the Port of Inola.

I explained it a bit in this article this morning.…
Read 6 tweets
🚨 NEW polling: what did voters think about #climate and #NetZero?

76% of those who intended to vote support the UK’s net zero target, acc to polling by @focaldataHQ for ECIU

🧵 more #LocalElection2023 findings Net zero polling showing wi...
53.4% of all voters said they think the Government should be doing more to tackle #climate change

This was consistent for swing voters, Red Wall voters, and slightly lower for Conservative voters. Image
Support was high for #renewable developments in respondents' area

64% supported new onshore wind development.

68% supported a #solar park in their local area.

Onshore wind garnered a notable 67% support in the red wall.

Only 23% would support a fracking site in their area. Image
Read 4 tweets
This was an amazing podcast (as usual from @drvolts). Thanks for the shout-out to LPO and the other great programs here. A few thoughts as we get more intentional about savings money for LMI consumers -- reducing energy burden.
The data that Vero talked about is summarized here. We have long known that LMI customers repay energy related loans at a much higher rate then other loans that they take out. But lenders still charge 30% interest for appliances, other loans.…
We can solve that problem and start to do that by making existing financing solutions more inclusive, see the @SunnovaEnergy announcement this month. Also allows LMI customers to take advantage of #VirtualPowerPlant income.…
Read 9 tweets
Rare hybrid #solar #eclipse appears for first time in a decade, all you need to know | Apr 20
- The eclipse will start at 9:36 p.m. Eastern time.
- It will first be visible in the Indian Ocean and then move across to the Pacific Ocean,
“Journey to Totality: Live Updates of the 2023 #Solar #Eclipse” | Apr 19,
The hybrid solar eclipse of 2023. It can be seen from Exmouth in Western #Australia, where it looks the best. The eclipse will continue until 12:29 pm IST… Image
#IST – Indian Standard Time
India Standard Time (IST) is 5:30 hours ahead of Coordinated Universal Time (UTC). Image
Read 7 tweets
Today and tomorrow, @G7 #Energy ministers meet in #Japan – a country, often considered a “laggard” on #energytransition. What is 🇯🇵’s energy system like and why is it so reluctant to step up #decarbonisation of its economy? A 🧵 1/19…
The “usual” arguments by the 🇯🇵 government when confronted with lack of both action and ambition on #energytransition:
1. #Japan is resource-poor
2. Japan’s geography limits #renewables build-out
3. Technologies & Innovation will solve the transition

How true are they? 2/19
Japan is indeed poor in some resources, most notably #fossilfuels. Fossil fuel based, its energy system is 88% dependent on #oil, #LNG and #coal imports. It has one of the least self-sufficient energy systems, dependent on #oil & gas from #MiddleEast & #coal from #Australia. 3/19 ImageImage
Read 19 tweets
Research Report of the Week: The #Global #Electricity Review from Ember which is full of incredible information on what is going on in the world of electricity, #renewables etc…
1. #Wind and #solar reach a record 12% of global electricity in 2022 Image
2. In 2022 growth in #renewables met 92% of the increase in global electricity demand Image
Read 8 tweets
Die letzten Tage habe ich viel #Hass erfahren. Bisher kannte ich das nur von Klimaleugnern. Wie kam es dazu?

Auslöser war ein Tweet @TiloJung, der eine meiner vielen ehrenamtl. Tätigkeiten als Lobbyarbeit stigmatisierte auf einen Tweet von mir zu #eFuels im südlichen Afrika /1
Ja, ich mache Lobbyarbeit fürs #Klima + die Ärmsten der Welt. Seit >25 a. Bei 5 Vorträgen zu meinem neuen Buch #SoRettenWirDasKlima habe ich allein in den letzten 3 Monaten > 5 T € für d #Dürreopfer in #Kenia gesammelt, wo ich selbst 2 a @Steyler_Mission ehrenamtl. arbeitete
Ja, ich mache auch Lobbyarbeit für @FridayForFuture, hab sogar einen Spendensong gemacht.… Darüber + Vorträge konnte ich > 4 T € einwerben + für Mobi-Material, Audiotechnik, Megaphone etc.

Read 10 tweets
With the goal to catalyze more rapid and coordinated action across the full technology value chain, @ENERGY's #NuclearLiftoff establishes a common fact-base for the private sector for critical clean energy technologies. #BuildNuclearNow 1/x… Image
Regardless of level of #renewables deployment, to achieve net-zero in the U.S. by 2050 requires ~550–770 GW of additional clean, firm capacity. Modeling results indicate demand for 200+ GW of new nuclear capacity. #AdvancedNuclear 2/x Image
Multiple system-level decarbonization modeling exercises over the last 2 years have concluded that, especially with estimates for #renewables buildout that account for limitations from #transmission expansion and #LandUse, significant new #nuclear power would be required by 2050. Image
Read 12 tweets
The following thread of tweets were all written by GPT-4 in an attempt to automate the work of running this account
Tesla's FSD Beta continues to evolve, with the latest update showcasing smoother lane changes and traffic signal recognition. It's like our cars are learning to read! 🚦🧠 #Tesla #FSD #WholeMarsBlog
Rumor has it, Tesla's next-gen Roadster will boast a 0-60 mph time of 1.8 seconds. This rocket on wheels is about to redefine "fast and furious"! 🚀🏎️ #TeslaRoadster #AccelerationKing
Read 11 tweets
🚨NEW WORK: In October 2022, the Indian govt declared Gujarat's Modhera as India's first 24x7 #solar village. A few days later, UN chief @antonioguterres also visited Modhera and praised the project. Then why do Modhera's neighbours feel driven to migration or in 1 case, suicide?
The solar power plant that makes Modhera’s #solar power ‘round-the-clock’ is constructed on part of neighboring Sujanpura’s grazing land. In return, Sujanpura got 7 smaller parcels of land, 5 of which are too far, 1 small and 1 disputed #NetZero @IndiaSpend
After the loss of this grazing land to a #solar plant, people of Sujanpura say they spend at least Rs 200-Rs 300/day to buy hay, a cost that makes milk prodn untenable. Many sold livestock to cope with the cash crunch #solarvillageofindia #netzero
Read 6 tweets
First leaks of the EU Net Zero Industry Act are out. Here is what to expect for the official draft proposal on March 14th:
#GreenDealIndustrialPlan #NZIA #IRA
European manufacturing capacity shall be scaled up for the following technologies👇(1/13)
Scope (2/13):
1. #Solar Photovoltaic & solar thermal
2. Onshore and offshore #wind
3. #Battery technologies
4. #HeatPumps + #geothermal energy
5. Renewable #hydrogen
6. #Biomethane
7. #Nuclear technologies (fission)
8. #CCUS
9. #Grid technologies
Manufacturing capacity objectives within the EU by 2030 (3/13):
- Binding overall target: at least 40% of the Union’s annual deployment needs
- indicative targets for specific tech: wind turbines (85%), solar PV (40%), heat pumps (65%), batteries (85%), electrolysers (50%)
Read 13 tweets
A great podcast 🎧 The intersection of #Bitcoin and distributed energy resources is a worthwhile conversation.

A few thoughts on the topic in 🧵

Big shouts to @thetrocro and @DER_Task_Force
A conversation about #bitcoin draws critics in to imagine how bitcoin “should” be vs. focusing on how we it can be utilized.

Example brought up was should supply be fixed and not diminishing? There is a two part response for addressing any question/criticism of bitcoin.
1 - There are no mysteries in #Bitcoin . It is a transparent network. Bitcoin is valued by the users of the bitcoin network as-is, comprised of all the features it has whether or not those features can be altered/improved.
Read 18 tweets
What they should have highlighted is that “In 2020, CAISO curtailed 1.5 million MWhs of utility-scale solar, or 5% of its utility-scale solar production.”…
To put that in perspective, an average home in Sacramento uses about 8 MWhs of electricity per year. The wasted solar energy in California is enough to power all of the 200,000 homes in the city of Sacramento for a year.…
The news here is that we should neither be scared of #solar curtailments or the energy use of #Bitcoin

The pairing/co-location of them is symbiotic in that revenues from #Bitcoin mining of stranded energy will reduce payback for #solar projects.
Read 4 tweets
"Get ready for the lights AND heat to go out" -via @nypost

#CLCPA #NYActsOnClimate by sacrificing #ReliableEnergy #GridReliability #AffordableEnergy in the name of #ClimateAction under #GreenDogma by ignoring #ReliableCarbonFree #NuclearPower…
"Québec last week avoided a blackout, despite the frigid Arctic cold snap, by importing electricity from New York. But it may be out of luck next time, along with the Empire State itself, thanks to the green rush to kill reliable sources of power."
The #CLCPA mandates that 70% of New York’s power come from renewables by 2030, and 100% carbon-free sources by 2040. But, New York’s doesn't have to lose reliable generating capacity to serve load when #solar or #wind plants can’t deliver.
Read 9 tweets
This is an interesting perspective on the #AdaniSyndrome Don't miss.

#cocacola entered India, taking over 11 other Indian soft drink brands, the rest being taken over by Pepsi!

No objection! No shouting

#AMAZON hasn't left out any city!

No resistance! No shouting!

Courier services like #BlueDart #DHL & #FEDEX came & brought their planes too. Now the whole business is occupied!

No resistance.. No shouting..

#Chinese & #Korean mobiles dominate India.

No resistance, no noise! No shouting..
#Nestlé #Maggi #ITC #HUL #PEPSI etc entered the farm sector!

No resistance, no noise

In the 4-wheeler industry, #SUZUKI #MG #Hyundai etc.
#Honda dominates the two-wheeler industry,

No resistance, no noise, no shouting..
Read 7 tweets

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