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What's Hot 9th June 2026

9th June 2026

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I'll assume a commercial-scale ground-mounted 5 MW (AC) solar PV system on a site already prepared (permitting/hoopla minimal). Estimated costs vary by region, supply chain, and tariff, but here are reasonable baseline ranges (2024–2026 market conditions assumed):

Capital costs (installed, turnkey)

Low-cost scenario: $800,000 – $1,000,000 per MW → $4.0M – $5.0M total

Typical/median scenario: $1,000,000 – $1,300,000 per MW → $5.0M – $6.5M total

Higher-cost scenario (rural/high-labor/imports/standard trackers): $1,300,000 – $1,700,000 per MW → $6.5M – $8.5M total

Breakdown (typical per-MW percentages)

Modules: ~30–40%

Inverters / electrical balance: ~10–15%

Racking & trackers: ~10–25% (single-axis trackers raise cost)

Civil/site work & mounting: ~10–15%

EPC labor, overhead & profit: ~10–15%

Interconnection, permitting, grid work: ~5–10%

Operation & maintenance (annual)

Fixed O&M: $12,000 – $25,000 per MW-year → $60k – $125k/yr for 5 MW

Performance warranty/insurance and reserve: additional variable

Levelized cost / production (illustrative)

Capacity factor typical 18–30% (fixed tilt lower; trackers higher).

Annual energy (5 MW × 8760 h × capacity factor):

20% → ~8,760 MWh/year

25% → ~10,950 MWh/year

If installed cost $6M and annual production 9,000 MWh, simple capital cost per annual MWh = $667/MWh capital amortized over 1 year (useful for quick comparisons; not LCOE).

Notes and assumptions

Site ready-to-use means minimal grading, access, grid interconnection point available, no major environmental remediation, and typical permitting timelines. If interconnection upgrades are required, add $100k–$1M+ depending on network upgrades.

Using single-axis trackers increases energy yield (8–20% more) but raises upfront cost ($0.1–$0.3M per MW).

Regional labor, import tariffs, shipping, local taxes, and incentives can move numbers substantially.

If you want a tighter estimate, tell me:

Country or state (costs and interconnection vary a lot),

Preferred technology (fixed tilt vs single-axis trackers),

Whether you need storage or greenfield interconnection upgrades.

----

From Duck.ai

++++

Tlou has reported the transmission line itself is complete (66 kV, ~100 km) and that it was raising about US$13.3 million to finish the overall Lesedi gas‑to‑power project (substations, switchgear, generation/ancillary works) — those funds were stated as the amount needed to finalise the project and activate the line.

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Follow up ... meaning of generation above?

++++

Generation refers to the equipment and systems that produce electricity from the fuel (in this case natural gas). Key components and activities include:

Power plant equipment

Gas engines/turbines (prime movers that convert gas energy to mechanical energy)

Generators (couple to engines/turbines to produce electrical power)

Heat recovery / auxiliary boilers (if combined‑cycle or for auxiliary needs)

Balance of plant (BOP)

Fuel handling and metering (gas supply connection, pressure regulation, flow metering)

Cooling systems (cooling towers, heat exchangers)

Lubrication, oil systems, and fuel treatment

Exhaust, emissions control (filters, catalytic systems if required)

Electrical systems on site

Switchgear and transformers (step‑up transformers to grid voltage, protection panels)

Auxiliary power systems (station service transformers, UPS, battery backup)

Power control systems (SCADA, plant control, synchronizing equipment)

Civil, structural, and site works

Foundations, buildings, access roads

Cooling water intake/outfall (if applicable)

Lightning protection and fencing

Protection, control and grid interconnection

Protection relays, breaker installation, earthing

Grid synchronization equipment and controls

Metering and telemetry for the utility

Testing, commissioning and performance guarantees

Factory and site testing, load trials, safety commissioning

Training, handover documentation, spare parts

Operations & maintenance setup

O&M contracts, spare parts inventory, CMMS

Staff recruitment and training

If you want a cost or timeline estimate specific to the Lesedi project, I can assume standard engine‑based plants and produce a ballpark breakdown—confirm that you want a cost estimate and whether to use USD.

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So extra wells and work on current wells are not included. If dewatering concludes soon , less than $20m USD

needed? New well(s) might push it towards USD30M? And how much of the available power will Kala want nd what is left for the PPA? Solar for TLOU maybe too much to ask for, but Kala must have known approx how much Tlou needed for the poles/wires/CBM energy.

Ugraded on Monday to full fibre with Trooli , speed is now 150-162mbs from 16mbs to 26mbs.

I spoke about latency , long waits for sites to load, and that has been happening on several sites.

Yesterday I was notified by a delivery company that Id receive my new TV TODAY, It contained a link which never loaded at all!

I checked AI and used ipconfig /flushdns from 2 - no reboot , no resetting of Trooli hardware!

The link came up instantly! Same with Chess.com and I think AI are smack on the money.

I am becoming very reliant on AI , as will all of us I am sure , I am proud to be associated with it through TLOU.

I was with Plusnet for over 20 years and called them to cancel my contract until November. Of course , I told the guy about the TV screen and the new TV set. He advised me than with Open reach (Plusnet are part of BT) I'd be compensated if they broke my TV!! Trooli insure themselves up to £50k so I might get some help from them! They refund losses on severed contracts costs too. But Plusnet have not charged me anything to cancel mine. So that saves me having to prove that loss.

++++++ AI

Those "waiting for" messages usually mean your browser is struggling to look up the website's address (DNS), your router cache is clogged, or the ISP's connection needs a full power cycle to register the new, higher speeds.Try these highly effective, step-by-step fixes to get your browsing speeds matching your upgrade:

1.

Power Cycle the Network

When you upgrade your bandwidth, the modem and router often need a fresh connection to recognize the new speed profile.Unplug your router and modem from the power socket.Wait 5 to 10 minutes to allow internal caches to completely drain.Plug them back in, let the lights settle, and restart your computer or phone.

2. Flush your Computer's DNS

Outdated DNS caches from your old, slower connection can conflict with new settings, causing pages to stall while the computer looks for the "old" paths.Windows: Press the Windows key, type cmd, right-click Command Prompt, and select Run as Administrator. Type ipconfig /flushdns and press Enter. Then type netsh winsock reset and press Enter. Restart your PC.

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At my pre-op yesterday I was able to choose the way forward.

Here is how AI answered my query ..... it is definitely light years on from the old searches.

++++++++++++++++++

These are results for "Spamedica offered me free cataract on NHS requiring spectacles, or Private treatment which could dispense with spectacles. What is the likely price".

AI Overview

Private cataract treatments to dispense with spectacles typically cost between £2,500 and £4,500 per eye in the UK. This premium service requires upgrading to multifocal, trifocal, or Extended Depth of Focus (EDOF) intraocular lenses (IOLs), rather than the standard monofocal lenses included for free on the NHS.

Because standard NHS lenses only correct vision at a single focal point, you would still require spectacles for reading or intermediate distances. To remove your reliance on glasses, private clinics must use advanced technology lenses.

Here is what you can generally expect for private pricing:

Premium Monofocal Lenses (for astigmatism/distance): £2,500 to £3,000 per eye.

Multifocal / Trifocal / EDOF Lenses (for reading and distance): £3,500 to £4,500+ per eye.

Factors Affecting Your Quote

Exact Lens Type: The price difference largely comes down to the specific IOL you and your consultant select.

Clinic Variations: Different private providers or hospital groups (such as SpaMedica's private division, Optegra, or Moorfields Private) set their own bundled prices.

What is Included: Ensure your quote covers your initial consultation, pre-operative measurements, the surgical procedure, follow-up appointments, and post-operative medications.

-----------------------------

Is that not a perfect response? AI understood exactly what I was asking and got it right.

I was thrown by SpaMedica because I thought the NHS option meant Bournemouth General Hospital treatment that Liz endured for a detached retina and which was long-winded because it was inoperable.

I saw 3 technicians in about an hour and had a wait to see the Surgeon , a gorgeous Arab girl.

Of course NHS treatment was what I was already receiving from SpaMedica so once the penny dropped I quickly decided to continue. They plan to do my left eye so I'd still need spectacles for my right eye?

£4k to £8k at my age is hardly worth it - unless there is a chance my balance is improved and I can continue motorcycling. My next question is there , I'll spare you all that.

Tlou are in the perfect position .... I was certain before but AI is far more advanced that we are lead to believe?

======= Bots Doom and Gloom =============================

Looking at Bots latest gloom and doom report , prompted me to find how long CBM providers take to get into production.

It is a new industry, just about old enough to drink! And AI confirmed that horizontal wells are good. And Queensland is significant?

+++++++++ AI Fastest

The fastest path to commercial production from a virgin Coal Bed Methane (CBM) site is heavily dependent on the reservoir's natural permeability, the availability of pre-existing pipeline infrastructure, and government licensing processes.Globally, the regions with the fastest drilling-to-production turnaround times include:

Queensland, Australia: The Bowen and Surat basins feature highly permeable coals. Because they have established gathering systems, production wells can be dewatered and brought into commercial flow in a matter of months.

Ordos and Qinshui Basins, China: These basins hold highly gassy, high-rank coals. With extensive government fast-tracking and technological drilling advances (such as large-scale cluster and horizontal drilling), deep CBM developments have scaled to high-capacity production very rapidly.

Serowe CBM Project, Botswana: Botala Energy’s Serowe CBM project is advancing swiftly as a primary target for fast-track development due to strong regional gas shortages, favorable reservoir depths (starting around 350-450m), and off-take agreements already in place.

For more mature CBM markets (like the US or Australia), existing infrastructure makes new well tie-ins the fastest route to output, whereas emerging markets rely more on pilot flow testing and government licensing.

++++++++++++ Tony Gilby

Tony Gilby’s Australian coal bed methane (commonly known as coal seam gas, or CSG, in Australia) sites were primarily located in the state of Queensland.

As the managing director and co-founder of Sunshine Gas, his projects focused on exploring and developing significant CSG holdings in this region:

The Bowen Basin & Surat Basin: His company targeted major tenements within these renowned energy basins in Queensland.

The Lacerta Project: One of his key flagship projects was the Lacerta CSG field located in Queensland.

Gladstone Infrastructure: He spearheaded initial plans to build a multi-million dollar liquefied natural gas (LNG) processing plant at Gladstone, Queensland, to commercialise the extracted gas.

Note: While Gilby built his early career success in Australia, his subsequent coal bed methane ventures as the Managing Director of Tlou Energy shifted focus internationally to the Central District of Botswana.

+++++++++++++++ Appraisal of the above

TG knows what he is doing. Look at the throw away remark "production wells can be dewatered and brought into commercial flow in a matter of months." Tlou proved it at Selemo , the lock gates at Lesedi could open at any time soon , and Lesedi will get there first in Botswana for certain, imho.

For the word Brad

109 hits. This one looked unlikely to be right? but is.

"PageItem When What Who Where Page

1 1 Jun 2026 10:42 Well, last week President Boko and President Ramaposa of SA signed 4 cooperation agreements. One of which was an energy cooperation agreement saying broadly .... Another nail in the coffin. Looks like the best coals ever seen could not grab their market opportunity. Looks like a lot of things really - and I dont see any of them particularly good. When you gonna admit it Brad ....Botswana and South Africa sign energy cooperation agreement Botswana and South Africa have signed a new energy cooperation agreement aimed at enhancing regional energy security and economic resilience. This agreement marks a shift from costly emergency power purchases to a more stable and economically sustainable arrangement. It is expected to ease Botswana's power supply challenges by enabling predictable, long-term electricity imports from South Africa. The agreement aligns with both nations' goals of enhancing regional energy security and economic resilience, and it is expected to support long-term energy security, infrastructure planning, and potential joint initiatives to stabilize power supply in the Southern African region. BOTS_PROJECTS TLOU.L 1"

Suddenly, because it suits him today , South Africa are wonderful, Eskom owing money left, right and centre are now going to reverse their history?

Tlou are approaching the Mall in their marathon , and Bots is betting on them not finishing the race.

And he thinks I am stupid. It only needs Kala to finance the completion of TX lines and dewatering of Lesedi over the rest of 2026 , and if the Selemo success is repeated after years of failed attempts at both Selemo and Lesedi , the summer could see us completing our jigsaw.

The gas is there , we just have to release it! We want it, Kala want it, BPC want it. There is a well ,we have the will, Kala has the money (I hope) ..... the way awaits us!

A 40 year project for Kala from CBM , and indefinite Solar power to come after that?

Kala know a bargain when they see it.

Trooli broadband called me today to say permission for the lamp posts to carry my fibre lines has been granted, so I'm feeling good for once. Cataract pre-op tomorrow may take up to 3 hours. Dreading that but a new lens might cut out some of my typo errors. And shopping will be easier if I can read the labels.