In Part 1 of this Series I explained why I think current solar installation forecasts from big groups like IEA and BNEF are overly conservative. I flagged how these forecasts being overly conservative don’t just impact the solar industry but…
It’s a big bugbear for me that renewables analysts are so conservative on their forecasts for solar installations. I mean how can you allow yourself to make the same mistake for nearly five years in a row? For full disclosure…
It may be difficult to believe now but once, long ago, aluminium was the darling of commodity markets! When I started my career as a commodity analyst in the early-2000s aluminium was king. At that time the European and North…