S @_Financeguy

Asia, europe Joined August 2011

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S @_Financeguy

11 hours ago

@MhehedZherting @neso_energy CCGT output has also crashed because of the heat ..

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Nigel Farage MP @Nigel_Farage

a day ago

10 years ago the British people were promised Brexit. Now, only Reform can take back control of our country and deliver a proper Brexit.

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S @_Financeguy

5 days ago

@FundFanatic Because, of course, Barnier speaks for the EU.

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Plug in solar will revolutionise home power generation - the wholesale cost of 1kW of solar is just £100 - but if you want a typical 3kW installation on your roof you’ll pay £3k or more…..the difference is the scaffolding, roof fitting and expert installation. Pay back times for plug in solar could be measured in months. This will properly open up access to cheap green energy - for all. thetimes.com/uk/environment…

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S @_Financeguy

2 weeks ago

@gideonrachman @b_judah Really interesting. @b_judah view is clearly not Blair’s and it would have been interesting to know what he thinks about TB’s analysis

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Winston @ChurchillWw

2 weeks ago

About 14 GW of combined-cycle gas is scheduled for 2028 in the US pipeline, but less than 2 GW is under construction, because lead times for large-frame gas turbines now exceed five years. Reuters reported capital costs above $2,400 per kilowatt in 2026 as equipment, labor, and engineering have all moved higher. open.substack.com/pub/frontierma…

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S @_Financeguy

3 weeks ago

@ChrisGiles_ @s8mb .. to account for the cost of the volatility and interrupt ability of gas..

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S @_Financeguy

3 weeks ago

@ChrisGiles_ @s8mb We are locked into Hinckley C and Sizewell C which will also raise prices and hedging against gas price volatility (and/or turning into inflation risk) is more expensive than firming and grid connecting RES. Some people assume that the problem with ReS is intermittency but fail.

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Nat Bullard @NatBullard

3 weeks ago

New, deeply-reported @WSJ piece by @Jennifer_Hiller on Arizona's data center cluster, the grid response, and how the Phoenix is becoming a test case for who pays what for power. Happy to see @Halcyon in there too!

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Jan Rosenow @janrosenow

3 weeks ago

The worst heat pump is more efficient than the best gas boiler. A gas boiler turns one unit of energy into less than one unit of heat. A heat pump delivers 3 to 4 units of heat for every unit of input. More in future Substack long read. Sign up here: janrosenow.substack.com

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S @_Financeguy

3 weeks ago

It’s possible that we haven’t got the talent to make Brexit work but that’s not a great sell. It’s much more likely that the breakdown in the goods trade has not been made up by the expansion of services to the extent required.

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S @_Financeguy

3 weeks ago

Besides the promise of Brexit was that with control over our own destiny, we’d prosper in a way that we hadn’t before. Deregulated financial services etc. everyone knows that a decade later it has worked out like that. We are not happy with what has happened.

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S @_Financeguy

3 weeks ago

Ha! The UK was harder hit than any other country by GFC harder than Spain or Italy by the euro crisis. Where’s the bounce back from that ? You’d have expected that like the US the UK fin sector would have staged a big recovery after 2014. It was killed by Brexit.

Julian Jessop @julianHjessop

3 weeks ago

It therefore makes more sense to focus on France and Germany. Here, David acknowledges that "Brexit Britain" has outperformed Germany and says he will come back to this 👇 But the obvious explanation for the relatively poor performance of *both* the UK and Germany is their

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David Fishman @pretentiouswhat

3 weeks ago

This Economist article on China's solar industry has some problems. I won't waste ink getting all hyperbolic about it. I'll just highlight the places where I think a healthy copy-edit could have helped the piece a lot. 🧵

The Economist @TheEconomist

4 weeks ago

As America’s war on Iran roils energy markets, China’s clean-energy companies should be cashing in. Register for free to learn why they are in turmoil instead economist.com/china/2026/05/…

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S @_Financeguy

4 weeks ago

🤣 people fail to grasp that Blair cares only about Blair

Lara Spirit @lara_spirit

4 weeks ago

EXC: Tony Blair privately advised Keir Starmer to fight on as prime minister in the weeks before publicly accusing him of having “no coherent plan” to run the country The prime minister sought Blair’s counsel in a private call after Labour's local election losses earlier this

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S @_Financeguy

a month ago

It might not be in Labour’s interests but it may well be in the interests of the UK. And if a political party’s interests are not aligned with those of the country then they should fail

Lewis Goodall @lewis_goodall

a month ago

Why Rejoin cannot be Labour's answer Labour keeps learning the wrong lessons from Brexit. Burnham has something which Labour has lacked- a theory of power. Something Rejoin would fatally undermine. Latest piece from me. goodallandgoodluck.substack.com/p/why-rejoin-c…