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  "documentTitle": "BP plc (BP)",
  "authorId": "23_Bluebell_Capital",
  "authorName": "Giuseppe Bivona and Marco Taricco",
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  "presentationDate": "2024-07-23 00:00:00",
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  "notes": "This is a page from a shareholder letter/activist investor report. It uses footnotes to provide technical context on panel degradation.",
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      "text": "The range claimed by BP is not supported by any evidence we have found.",
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      "text": "The author argues that BP's justification for overplanting solar capacity (1.25-1.8x) is unsupported by evidence and ignores standard panel degradation factors.",
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      "kind": "quote",
      "text": "At the current time, Lightsource bp typically overplant by between 1.25-1.8, and this range is typical of solar farms in the UK.",
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      "text": "At the current time, Lightsource bp typically overplant by between 1.25-1.8, and this range is typical of solar farms in the UK. This is equivalent to ~62MWp-90MWp on a 49.9MW(AC) connection. The potential capacity on any site will be dependent on site-specific conditions, including location, topography, aspect, irradiance, shading, environmental and other constraints. — Lightsource BP - Burnhope Planning Statement, 11 June 2024",
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      "text": "Detailed technical explanations of light-induced, potential-induced, weather-induced, and operating-induced degradation.",
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      "kind": "title",
      "text": "BLUEBELL CAPITAL PARTNERS",
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