Lithium: What’s the right number?
It’s been an exciting two weeks in the lithium market, with the second price spike this year and a number of brokers seeming to start to catch up with the huge growth in ESS installations and to adjust their demand…
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More realistic solar installation forecasts: What does it mean for Cu and Al? (Part 2)
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…
What could more realistic solar installation forecasts mean? (Part 1)
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…