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@mjd yes, I have one coming up for clients and can probably send it round a few weeks after pub. But warning, it's not nearly so dramatic, and right now tells a different story.
(It is also only BNEF data, ie my team's data, because that is only fair. The IEA were cowards but I mostly see where they are coming from).
It's annoying because this is a real thing, we have underforecasted (and the IEA has done so worse, and tbh I don't know the Energy Institute) and there is indeed a lot of solar, but this chart is not correct!
Information is beautiful only if it is true!
This one, from "Information is Beautiful", (infobeautiful@vis.social), btw.
RE: https://vis.social/@infobeautiful/116109430224379547
Hi, it's me, from the "BloombergNEF" cited in that chart. While directionally accurate, 2024 was not over 600GW (2025 was about 655GW but this chart is older than that). There is uncertainty around solar build data but not that much.
So it's a bad construction using incorrect data and I wish it would stop spreading around.
