Greg van der Toorn

Surf and cycle nut; views are my own

[Greg van der Toorn @gvdt]

@Jesse_Burton @solar_chase Scatec only a few 100 MW; my guess is majority is rooftop with the loadshedding hitting unprecedented levels end of last year and into the holiday period

[Greg van der Toorn @gvdt]

@uminnaar @fubar_mielies agreed; its not a solution now; however will become increasing so with elec prices rising and storage prices falling

[Greg van der Toorn @gvdt]

@uminnaar @fubar_mielies but it can reduce load during peak hours (heating boilers etc) and of course Aus also incentivises these homes to also have storage.

[Greg van der Toorn @gvdt]

@BarneySimon Oppikoppi? :)

[Steve Pike @spike_wavescape]

Petition against @Shell to refrain from bombing the waters of the Wild Coast with seismic cannons all day for five months is closing in on 300,000 signatures. Help it get there.

[Greg van der Toorn @gvdt]

@AntonEberhard only one in the "Northern Cape" - I assume after this round there will be no more grid capacity in the Western Cape too.....

[Greg van der Toorn @gvdt]

@uminnaar @JoshDips @SANS10400 There is going to be a lot of end-of-life solar panels which will still have significant life and will be sold on cheaply or passed on; providing access to many low income households. Same with storage. We just have to wait another 10 years..

[Greg van der Toorn @gvdt]

@uminnaar Interesting. I'm guessing that these prices do not reflect potential subsidies to the utilities? Therefore the price of electricity to end consumers may be artificially low in some countries where the seller is subsidized by the government in some form?

[Greg van der Toorn @gvdt]

@kellyvdt

[JRTSPURS @jrtspurs]

Could you imagine 😂😂�

[Greg van der Toorn @gvdt]

@uminnaar Unless of course you are a RE IPP, in which case your tariff is either partially or fully indexed with inflation..... Are Eskom's costs dominated by forex?

[Greg van der Toorn @gvdt]

@theavdt 😁

[Greg van der Toorn @gvdt]

@rtasker @geoffreyamoore @wes_bush @rjs @tolson @cagan So a working festive season then 😀

[Greg van der Toorn @gvdt]

@SANS10400 @AntonEberhard @GaopalelweBigG @Eskom_SA The Tx upgrades required to connect projects are paid for by IPPs; at least the "shallow costs". Once available Tx networks are "used up" then deeper Tx reinforcements will be required, and who knows how or who will do this.....

[Greg van der Toorn @gvdt]

@Pelotrain @TeamUAEAbuDhabi Congrats bud

[Greg van der Toorn @gvdt]

@uminnaar @AntonEberhard we are still talking about 10's of billions of ZAR........

[Greg van der Toorn @gvdt]

@Doctor_Hutch I think he would struggle to get his heart rate up :)

[Greg van der Toorn @gvdt]

@KilianHagemann it depends on what performance requirements (capacity factors, penalties etc) and tariff structure is included in the RFP..... we wait in anticipation

[Greg van der Toorn @gvdt]

@chrisyelland @NERSA_ZA Hi Chris, how soon will these price corrections come into effect?

[Greg van der Toorn @gvdt]

@HejM0 Thanks a lot of Solar!