A new report has been uploaded in the Classroom section (6.2 - Industry Reports). The report focuses on Chinese companies that manufacture solar Photovoltaics. These companies are now expanding into the battery storage business. So far, they were only selling/manufacturing solar Photovoltaics. However, battery storage is exponentially growing in China and globally. The opportunities are massive for profitability. Chinese solar panel makers like Longi, Trinasolar, and JinkoSolar have made billions selling solar Panels. Solar power has grown so fast that electricity grids can't handle all the electricity being produced during sunny hours. The demand for battery storage is growing exponentially. So, these companies are now moving into combined solar-and-battery systems. So, they keep the solar business, but they also add battery development. This leads to cost reductions and increases their profitability. For the full analysis, visit Classroom → 6.2 Industry Reports. This report has been written based on the following sources below, which are available only if you have subscribed to them (e.g., Financial Times, Wall Street Journal, etc.). However, since you are a subscriber to this Skool community, I bring you the key points from these developments, without you having to subscribe to them. And: you get additional important details not included in the original articles. Sources: [1] Financial Times: https://www.ft.com/content/fb8d1b58-96fd-40af-803c-41fe87cab4f9 [2] The Economist: https://www.economist.com/special-report/2025/11/03/how-china-sparked-a-rooftop-solar-revolution-in-pakistan [3] Wall Street Journal: https://www.wsj.com/world/china-renewable-energy-paris-climate-accord-ff123bfc

I have just uploaded a new report in the Classroom section (6.2 - Industry Reports) looking at why China still relies so heavily on coal, despite building lots of solar panels and wind farms. China's electricity grid was built for coal, not renewables so it can't actually use all the solar and wind electricity being produced. The report shares some statistics about the electricity from renewables in China. Also some important details about China's electricity grid. This report is based on the following Financial Times article: https://www.ft.com/content/cb957209-f2e7-4aa5-8e1e-fbb9e10b371a If you're not subscribed to the Financial Times, unfortunately you won't be able to read the original article. However, as a subscriber to Energy Data Scientist, you get access to the key points from this Financial Times article PLUS some additional important details from my own experience in the energy sector. (There is still a Black Friday 35% discount for Premium / VIP subscriptions. You lock-in the price you started with for life. The price never increases for you. I am adding new content such as online courses, so it makes sense to increase the price, but for you it will always stay the same. So start today. ).

A new industry report has been uploaded. You can find it in the Classroom, at 6.2. This report is about European gas prices. It mentions that they have dropped to their lowest level in 18 months, falling below €30 per megawatt hour. The report identifies 3 key factors that have caused this drop. One has to do with traders' expectations about the war in Ukraine. Another has to do with the temperature in Europe this winter. A third factor has to do with the shipping costs of LNG from the U.S. This report is valuable for anyone looking to understand how geopolitics, weather, and global shipping affect energy prices , whether you're an aspiring energy trader, an investor tracking commodity markets, or simply someone who wants to understand market dynamics .

A new video has been added to the online course 5.19 , which is in the Classroom. Part of this video is attached to this message. This introductory video explains what a Forward Contract is, how it applies to crude oil trading and how investment banks use forward contracts.

A new report has been added in the Classroom (section 6.2) about the economics of Methane Pyrolysis which is a process that uses Natural Gas for producing hydrogen. Many industries currently use about 90 million tons of hydrogen per year globally. But almost all of it is made using the steam-methane reforming method that releases massive CO2 emissions. To decarbonize these industries, cleaner ways to produce hydrogen are being developed, like methane pyrolysis .