Sarastro
@financeguy.bsky.social
Institutional money manager 🇬🇧🇨🇭🇫🇷
Markets, energy, history, politics
Markets, energy, history, politics
Reposted by Sarastro
That is a bold target for the next ten years. It shows real will to change. I love seeing cities set such clear goals. It helps others see what is possible. It is a great sign for the future of clean energy. Keep watching how they make it happen.
October 1, 2026 at 6:03 PM
That is a bold target for the next ten years. It shows real will to change. I love seeing cities set such clear goals. It helps others see what is possible. It is a great sign for the future of clean energy. Keep watching how they make it happen.
The war in the Gulf is upending some conventional assumptions about the role of natural gas in the Asian power markets. It’s not just that the fragility of the supply chains have been exposed. It’s also the cost as David Fickling explores in this piece
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
The LNG Boom Is Losing Its Biggest Asian Bet
Emerging Asia is the future of the LNG market — one that never seems to show up in present-day reality.
www.bloomberg.com
October 1, 2026 at 8:19 AM
The war in the Gulf is upending some conventional assumptions about the role of natural gas in the Asian power markets. It’s not just that the fragility of the supply chains have been exposed. It’s also the cost as David Fickling explores in this piece
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
Reposted by Sarastro
Read the full article at:
www.carbonbrief.org/analysis-chi...
www.carbonbrief.org/analysis-chi...
Analysis: China’s CO2 emissions fall in Q2 2026 due to plummeting oil use - Carbon Brief
China’s carbon dioxide (CO2) emissions fell by 1% in the second quarter of 2026, as oil consumption plummeted amid the strait of Hormuz crisis.
www.carbonbrief.org
September 3, 2026 at 6:24 AM
Read the full article at:
www.carbonbrief.org/analysis-chi...
www.carbonbrief.org/analysis-chi...
Reposted by Sarastro
Europe can unlock 25 GW of new renewables by adding them to existing hydropower sites, bypassing grid capacity constraints 🇪🇺🔐
This strategy is called hybridisation – and it’s becoming increasingly important for countries facing gridlock.
Elisabeth Cremona explains in our new #VideoBrief 🎥
This strategy is called hybridisation – and it’s becoming increasingly important for countries facing gridlock.
Elisabeth Cremona explains in our new #VideoBrief 🎥
September 3, 2026 at 7:00 AM
Europe can unlock 25 GW of new renewables by adding them to existing hydropower sites, bypassing grid capacity constraints 🇪🇺🔐
This strategy is called hybridisation – and it’s becoming increasingly important for countries facing gridlock.
Elisabeth Cremona explains in our new #VideoBrief 🎥
This strategy is called hybridisation – and it’s becoming increasingly important for countries facing gridlock.
Elisabeth Cremona explains in our new #VideoBrief 🎥
Reposted by Sarastro
Solar getting more efficient all the time.
The world’s most efficient solar panel goes on sale later this year - pv magazine USA
Solar manufacturer Tandem PV has secured nearly $1 billion in Letter of Intent (LOI) agreements for its next-generation solar modules. The high-efficiency panels feature a perovskite-silicon 4T (four-...
pv-magazine-usa.com
August 16, 2026 at 1:29 AM
Solar getting more efficient all the time.
Reposted by Sarastro
It's hard not to think that stories about "Made in the USA" green energy leadership would be common if Trump didn't shoot US industry in the foot in his quest to prop up his oil baron buddies.
This is a panel from Tandem with 30.4% efficiency compared with the best in the market - from LONGI- at around 25% today
www.pv-magazine.com/2026/08/14/t...
www.pv-magazine.com/2026/08/14/t...
The world’s most efficient solar panel goes on sale later this year - pv magazine Global
Solar manufacturer Tandem PV has secured nearly $1 billion in Letter of Intent (LOI) agreements for its next-generation solar modules. The high-efficiency panels feature a perovskite-silicon 4T (four-...
www.pv-magazine.com
August 16, 2026 at 8:46 PM
It's hard not to think that stories about "Made in the USA" green energy leadership would be common if Trump didn't shoot US industry in the foot in his quest to prop up his oil baron buddies.
Reposted by Sarastro
Future is going to be wild in latitudes that are sunny all year round. This is firm power at around 1/2 of the cost the uk is paying for raw wind generation.
This is an auction for 1GW of firm (I.e 24/7/365) renewables plus batteries. At US 5.5 us $ cents /kWh it is the lowest price that has ever been achieved, reflecting the falling costs of battery and solar costs.
www.pv-magazine.com/2026/08/10/s...
www.pv-magazine.com/2026/08/10/s...
India's round-the-clock renewables tender attracts lowest bid of $0.055/kWh - pv magazine Global
The Solar Energy Corp. of India (SECI) has discovered a lowest tariff of INR 5.25/kWh in its tender to procure 1 GW of firm and dispatchable renewable energy (FDRE) on a round-the-clock (RTC) basis fr...
www.pv-magazine.com
August 10, 2026 at 8:41 AM
Future is going to be wild in latitudes that are sunny all year round. This is firm power at around 1/2 of the cost the uk is paying for raw wind generation.
Reposted by Sarastro
Solar price declines not over yet!
This is a panel from Tandem with 30.4% efficiency compared with the best in the market - from LONGI- at around 25% today
www.pv-magazine.com/2026/08/14/t...
www.pv-magazine.com/2026/08/14/t...
The world’s most efficient solar panel goes on sale later this year - pv magazine Global
Solar manufacturer Tandem PV has secured nearly $1 billion in Letter of Intent (LOI) agreements for its next-generation solar modules. The high-efficiency panels feature a perovskite-silicon 4T (four-...
www.pv-magazine.com
August 16, 2026 at 9:23 AM
Solar price declines not over yet!
This is a panel from Tandem with 30.4% efficiency compared with the best in the market - from LONGI- at around 25% today
www.pv-magazine.com/2026/08/14/t...
www.pv-magazine.com/2026/08/14/t...
The world’s most efficient solar panel goes on sale later this year - pv magazine Global
Solar manufacturer Tandem PV has secured nearly $1 billion in Letter of Intent (LOI) agreements for its next-generation solar modules. The high-efficiency panels feature a perovskite-silicon 4T (four-...
www.pv-magazine.com
August 16, 2026 at 9:22 AM
This is a panel from Tandem with 30.4% efficiency compared with the best in the market - from LONGI- at around 25% today
www.pv-magazine.com/2026/08/14/t...
www.pv-magazine.com/2026/08/14/t...
Even in markets with the highest solar shares globally, fossil generation continues to dominate non-sunny hours, .. [but] ..fully unlocking the next phase of growth needs extending solar into the non-sunny hours. Batteries are doing exactly that
ember-energy.org/latest-insig...
ember-energy.org/latest-insig...
Batteries have unlocked the era of anytime solar | Ember
Solar hit a record 10% of global electricity in the first half 2026, a quarter at midday and near zero at night. Now, battery storage is unlocking the next stage of solar growth in the non-sunny hours...
ember-energy.org
August 13, 2026 at 8:40 AM
Even in markets with the highest solar shares globally, fossil generation continues to dominate non-sunny hours, .. [but] ..fully unlocking the next phase of growth needs extending solar into the non-sunny hours. Batteries are doing exactly that
ember-energy.org/latest-insig...
ember-energy.org/latest-insig...
This is an auction for 1GW of firm (I.e 24/7/365) renewables plus batteries. At US 5.5 us $ cents /kWh it is the lowest price that has ever been achieved, reflecting the falling costs of battery and solar costs.
www.pv-magazine.com/2026/08/10/s...
www.pv-magazine.com/2026/08/10/s...
India's round-the-clock renewables tender attracts lowest bid of $0.055/kWh - pv magazine Global
The Solar Energy Corp. of India (SECI) has discovered a lowest tariff of INR 5.25/kWh in its tender to procure 1 GW of firm and dispatchable renewable energy (FDRE) on a round-the-clock (RTC) basis fr...
www.pv-magazine.com
August 10, 2026 at 8:11 AM
This is an auction for 1GW of firm (I.e 24/7/365) renewables plus batteries. At US 5.5 us $ cents /kWh it is the lowest price that has ever been achieved, reflecting the falling costs of battery and solar costs.
www.pv-magazine.com/2026/08/10/s...
www.pv-magazine.com/2026/08/10/s...
“Solar prices are tumbling. The “levelised” cost of solar power, which combines capital and operating cost (though does not account for the “system costs” imposed by renewables’ intermittency) has plunged by around 90% since 2010.“
economist.com/finance-and-...
from The Economist
economist.com/finance-and-...
from The Economist
Renewables are shining. The Iran war amplifies their appeal
Two new reports are a must-read of energy-starved governments
economist.com
May 4, 2026 at 1:50 PM
“Solar prices are tumbling. The “levelised” cost of solar power, which combines capital and operating cost (though does not account for the “system costs” imposed by renewables’ intermittency) has plunged by around 90% since 2010.“
economist.com/finance-and-...
from The Economist
economist.com/finance-and-...
from The Economist
As of April 2026, the subcontinent has achieved over 50% of its installed electricity capacity from non-fossil sources — reaching this milestone five years ahead of its 2030 Paris Agreement target.
gulfnews.com/world/asia/i...
gulfnews.com/world/asia/i...
India hits milestone: Renewable energy generation — 5 years ahead of 2030 Paris Agreement target
India hits its Paris climate target early with over half of power capacity from renewables, driven by solar, wind, AI data centres and grid upgrades.
gulfnews.com
May 3, 2026 at 8:02 AM
As of April 2026, the subcontinent has achieved over 50% of its installed electricity capacity from non-fossil sources — reaching this milestone five years ahead of its 2030 Paris Agreement target.
gulfnews.com/world/asia/i...
gulfnews.com/world/asia/i...
This is a very interesting short piece that gets to the core issues…
open.substack.com/pub/gerardre...
open.substack.com/pub/gerardre...
The Energy Shock Reshaping the Global Economy
The most important consequence of the ongoing crisis in the Gulf will most likely not be the military headlines but the economic shock that follows as rising energy prices spread across the global eco...
open.substack.com
April 4, 2026 at 10:09 AM
This is a very interesting short piece that gets to the core issues…
open.substack.com/pub/gerardre...
open.substack.com/pub/gerardre...
“With the LNG drought pushing up electricity prices and photovoltaics providing a cheaper… alternative, a boom in rooftop solar is far more likely than a return to coal. Don’t look under the ground for the solution to the LNG crisis. The answer is in the skies.”
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
The LNG Shock Isn’t Driving Asia Back to Coal
If you’re given to the Sickos Guy view of world events, there’s one obvious way to make the current crisis in the Middle East look just that little bit more disastrous: As well as starving us of energ...
www.bloomberg.com
April 2, 2026 at 3:35 PM
“With the LNG drought pushing up electricity prices and photovoltaics providing a cheaper… alternative, a boom in rooftop solar is far more likely than a return to coal. Don’t look under the ground for the solution to the LNG crisis. The answer is in the skies.”
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
“The main message is that we’re going to get the energy transition forced on us in a very painful way that’s going to happen very quickly.”
www.bloomberg.com/graphics/202...
www.bloomberg.com/graphics/202...
The Strait of Hormuz Oil Shock Is Now Heading West
US government officials and Wall Street analysts are starting to consider the prospect that oil prices might surge to an unprecedented $200 a barrel.
www.bloomberg.com
March 31, 2026 at 7:17 AM
“The main message is that we’re going to get the energy transition forced on us in a very painful way that’s going to happen very quickly.”
www.bloomberg.com/graphics/202...
www.bloomberg.com/graphics/202...
“Compare India today with China at equivalent income levels. In 2012, China had negligible solar, and coal demand showed no signs of slowing. India in 2025 generates 9% of its electricity from solar, uses barely a quarter of the coal per person, and is already approaching its coal generation peak.”
March 27, 2026 at 9:43 AM
“Compare India today with China at equivalent income levels. In 2012, China had negligible solar, and coal demand showed no signs of slowing. India in 2025 generates 9% of its electricity from solar, uses barely a quarter of the coal per person, and is already approaching its coal generation peak.”
Reposted by Sarastro
The current energy crisis might globally speed-up the energy transition in an unprecendented reduction in fossil fuel use. In eg India, SE Asia EV for cars and solar + batteries instead of unsteady petrol, gas en coal imports.
“The jump in renewables is expected to reduce India's dependence on coal as a primary source of electricity generation to 49% by 2035-36, from more than 70% currently, according to the National Generation Adequacy Plan released by the Central Electricity Authority.”
www.vccircle.com/indiasolar-t...
www.vccircle.com/indiasolar-t...
India solar to quadruple, wind to triple over a decade
India's solar power capacity is expected to quadruple over the next decade, while wind energy capacity could triple, according to a report published...
www.vccircle.com
March 22, 2026 at 11:34 AM
The current energy crisis might globally speed-up the energy transition in an unprecendented reduction in fossil fuel use. In eg India, SE Asia EV for cars and solar + batteries instead of unsteady petrol, gas en coal imports.
Reposted by Sarastro
the solar and wind buildouts getting stifled, and fighting against electric cars, are how this country is getting left behind, you cannot claim to be capitalist if you and fighting against global market forces
“The jump in renewables is expected to reduce India's dependence on coal as a primary source of electricity generation to 49% by 2035-36, from more than 70% currently, according to the National Generation Adequacy Plan released by the Central Electricity Authority.”
www.vccircle.com/indiasolar-t...
www.vccircle.com/indiasolar-t...
India solar to quadruple, wind to triple over a decade
India's solar power capacity is expected to quadruple over the next decade, while wind energy capacity could triple, according to a report published...
www.vccircle.com
March 22, 2026 at 2:47 PM
the solar and wind buildouts getting stifled, and fighting against electric cars, are how this country is getting left behind, you cannot claim to be capitalist if you and fighting against global market forces
Reposted by Sarastro
This is the REAL reason Trump hates solar power and wind turbines.
Solar and wind power mean energy independence. Which means the oil, gas, and coal industries that fund his regime lose a major part of their market.
Fuck the environment. Fuck other countries. Only corporate profits matter.
Solar and wind power mean energy independence. Which means the oil, gas, and coal industries that fund his regime lose a major part of their market.
Fuck the environment. Fuck other countries. Only corporate profits matter.
“The jump in renewables is expected to reduce India's dependence on coal as a primary source of electricity generation to 49% by 2035-36, from more than 70% currently, according to the National Generation Adequacy Plan released by the Central Electricity Authority.”
www.vccircle.com/indiasolar-t...
www.vccircle.com/indiasolar-t...
India solar to quadruple, wind to triple over a decade
India's solar power capacity is expected to quadruple over the next decade, while wind energy capacity could triple, according to a report published...
www.vccircle.com
March 22, 2026 at 3:57 PM
This is the REAL reason Trump hates solar power and wind turbines.
Solar and wind power mean energy independence. Which means the oil, gas, and coal industries that fund his regime lose a major part of their market.
Fuck the environment. Fuck other countries. Only corporate profits matter.
Solar and wind power mean energy independence. Which means the oil, gas, and coal industries that fund his regime lose a major part of their market.
Fuck the environment. Fuck other countries. Only corporate profits matter.
Reposted by Sarastro
India was supposed to be a huge new market for LNG (liquefied methane). Much of it from Qatar. We were told it would replace coal. Even before Hormuz sent their LNG prices soaring, India had done the math and is moving to solar, wind and storage. Replacing coal as they go, just not with LNG.
“The jump in renewables is expected to reduce India's dependence on coal as a primary source of electricity generation to 49% by 2035-36, from more than 70% currently, according to the National Generation Adequacy Plan released by the Central Electricity Authority.”
www.vccircle.com/indiasolar-t...
www.vccircle.com/indiasolar-t...
India solar to quadruple, wind to triple over a decade
India's solar power capacity is expected to quadruple over the next decade, while wind energy capacity could triple, according to a report published...
www.vccircle.com
March 22, 2026 at 11:23 AM
India was supposed to be a huge new market for LNG (liquefied methane). Much of it from Qatar. We were told it would replace coal. Even before Hormuz sent their LNG prices soaring, India had done the math and is moving to solar, wind and storage. Replacing coal as they go, just not with LNG.
“The jump in renewables is expected to reduce India's dependence on coal as a primary source of electricity generation to 49% by 2035-36, from more than 70% currently, according to the National Generation Adequacy Plan released by the Central Electricity Authority.”
www.vccircle.com/indiasolar-t...
www.vccircle.com/indiasolar-t...
India solar to quadruple, wind to triple over a decade
India's solar power capacity is expected to quadruple over the next decade, while wind energy capacity could triple, according to a report published...
www.vccircle.com
March 22, 2026 at 11:16 AM
“The jump in renewables is expected to reduce India's dependence on coal as a primary source of electricity generation to 49% by 2035-36, from more than 70% currently, according to the National Generation Adequacy Plan released by the Central Electricity Authority.”
www.vccircle.com/indiasolar-t...
www.vccircle.com/indiasolar-t...
“Thanks to .. falling costs, batteries are now seizing the role of last marginal generator… Electricity from a four-hour battery is now cheaper in almost every market that depends on LNG.... Even Saudi Arabia can now provide solar-plus-storage for less than gas.”
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
Energy Falling Below $100 Shows the World a Way Out
Worried about the way crude oil has stampeded above and then back below $100 a barrel in a matter of hours this week? What if I told you that another crucial component of energy prices has just slumpe...
www.bloomberg.com
March 12, 2026 at 7:57 AM
“Thanks to .. falling costs, batteries are now seizing the role of last marginal generator… Electricity from a four-hour battery is now cheaper in almost every market that depends on LNG.... Even Saudi Arabia can now provide solar-plus-storage for less than gas.”
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
Reposted by Sarastro
UK AR7 auction results are out today 🍃⚡
Excellent results with over 8 GW of capacity!
The strike price of £91/MWh for England/Wales fixed projects was significantly below the administrative strike price of £113/MWh that so many reported on last year, but was always the upper limit.
Excellent results with over 8 GW of capacity!
The strike price of £91/MWh for England/Wales fixed projects was significantly below the administrative strike price of £113/MWh that so many reported on last year, but was always the upper limit.
January 14, 2026 at 10:02 AM
UK AR7 auction results are out today 🍃⚡
Excellent results with over 8 GW of capacity!
The strike price of £91/MWh for England/Wales fixed projects was significantly below the administrative strike price of £113/MWh that so many reported on last year, but was always the upper limit.
Excellent results with over 8 GW of capacity!
The strike price of £91/MWh for England/Wales fixed projects was significantly below the administrative strike price of £113/MWh that so many reported on last year, but was always the upper limit.