Cleaning Up: Leadership in an Age of Climate Change The Solar Revolution - Past, Present and Future | Ep173: Jenny Chase
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Jul 31, 2024 Jenny Chase, a lead solar analyst at BloombergNEF, dives into the explosive growth of the solar industry over the past two decades. She discusses the industry's evolution, mythbusts common misconceptions, and charts its future. The conversation covers China's dominance in solar production, the challenges of solar pricing for developing countries, and the exciting prospect of achieving free electricity. With insights from her new book, Jenny emphasizes the need for innovation and diversification in tackling global energy demands.
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From Physics Student To Solar Analyst
- Jenny Chase started at Cambridge studying physics and applied for a summer internship at Michael Liebreich's then-small team.
- She joined early-stage New Energy Finance and learned the industry from scratch by doing hands-on work.
Why Price Indices Matter
- BloombergNEF created early solar price indices by gathering regular price points across the value chain.
- Those indices became critical benchmarks used in contracts and by the industry.
The 2008 Price-Crash Prediction
- Michael Liebreich predicted a rapid crash in solar prices around 2008-2009 after the silicon bottleneck eased.
- Jenny Chase and the team then collected price data and recalculated forecasts, proving the sharp price decline correct.