Europe’s solar problem is no longer just about building more generation. It is about finding enough flexible demand. Pexapark’s latest analysis shows how severe solar cannibalization has become in Europe: France’s solar capture factor fell ~75% YoY in April 2026, from ~0.42 to ~0.10. Almost half of its solar generation occurred during negative-price hours. Germany recorded 123 negative-price hours in April, up 65% YoY, with 46.8% of solar output produced during negative-price periods. Spain is no longer facing this only in summer. In February 2026, its solar capture factor collapsed to ~0.18 from ~0.71 a year earlier, while negative-price hours jumped from zero to 148. The message is clear: solar deployment is now running ahead of system flexibility. Batteries, grid expansion and demand response are essential. But Europe should also take interruptible loads seriously — including Bitcoin mining and other compute loads that can turn on when power is abundant and shut down when the grid is tight. Properly designed, flexible loads can become buyers of last resort for surplus renewable power, reduce curtailment, improve solar project revenues, and make further investment in generation and grid infrastructure more profitable and bankable.

Tesla friends: my new interview with @larsmoravy & @woodhaus2 is here! It's all about the history & legacy of the Model S & X. The guys tell some really awesome stories from over the years (& give us a nugget of new Roadster news too). Timecodes and MP3 link below. Enjoy! 00:12:18 Interview Start 00:13:30 How the Decision to Discontinue S and X Happened 00:18:02 S and X Would Need a Complete Redesign to Continue 00:21:55 Next-Gen Roadster News 00:25:03 Signature Numbers 00:29:03 Final S and X Production Numbers 00:29:43 The Beginning of Model S 00:36:20 More Lightning 00:36:48 Old S and X Stories 00:39:26 First Drive of the Model S...Ever 00:45:14 The EV Market and EV Adoption Rate 00:49:36 Adding Dual Motors to Model S 00:51:36 A 3rd Motor in a Model 3? 00:54:37 About the Never-Made Model S Plaid+ 00:56:58 Are 18650s done at Tesla? 00:58:10 Favorite Wheels 01:02:10 Pencils Down on S and X 01:03:22 Parting Message 01:05:07 Drive or Preserve their Signature S's