Earlier quoted context omitted.
>whether the growth of renewables outpaces the depletion of our carbon budget I'm not sure I understand. There's no carbon budget, any carbon that we emit is carbon we'll have to re-capture somehow and the longer it stays in the atmosphere the longer it will have a heating effect. I think renewable have accelerated to the point of matching the electricity growth worldwide: https://ourworldindata.org/grapher/electrici…
I highly doubt that we will have global negative emissions (CO2 capturing) within the next decades-- maybe by the end of the century. Even very rich nations have a handful of prototype plants for CO2 capture right now at best, and the budget for things like this is the first thing that gets slashed by Doge et al. If we were on track for lots of CO2 capture by 2050, we would see the beginnings already (massive investm…
Solar power has begun to transform the world’s energy system
111–120 of 607 posts
Re: Solar power has begun to transform the world’s energy system
#112[1] - https://thehonestsorcerer.substack.com/p/the-tale-of-two-ene...
Re: Solar power has begun to transform the world’s energy system
#113Nice article explaining solar energy policy. I think the article still doesn't address the mismatch between solar energy production and consumption, which needs to be filled by storage mechanisms. Also would have been nice to have a critical look at how the Chinese were able to corner the Solar market via state sponsored means.
It'll probably be fulfilled in 3 stages 1) Gas peakers - where every kilowatt hour delivered by solar or wind is just a kilowatt hour of gas that would otherwise have been burned. We are generally still here - still burning gas while it's sunny and windy. 2) Pumped storage and batteries gets us to 98% carbon free grids with ~5 hours of storage with 90% roundtrip efficiency - https://reneweconomy.com.au/a-near-100-per…
Just one note, I believe what you mean is some form of gas made from renewables, most likely hydrogen.
"Syngas" is a term that has a relatively specific meaning in the chemical industry, notably it is a gas mixture of mostly Carbon Monoxide and Hydrogen. I do not think that this is what you mean.
Re: Solar power has begun to transform the world’s energy system
#114Earlier quoted context omitted.
> cheap energy is will power the next AI boom This is already happening, that and the crypto boom from a few years ago. > and lift the poor and middle class up But this is not happening; the ones doing AI stuff, crypto stuff, energy stuff have no interest in lifting any classes up. Energy prices are not going down, because demand is going up alongside supply, to the point where in some places the energy grid can't ke…
Modern nuclear reactors used to be huge, but that’s outdated now. The revolution in small modular reactors promises to change all that.
Re: Solar power has begun to transform the world’s energy system
#115> ...people are now putting up a gigawatt’s worth of solar panels, the rough equivalent of the power generated by one coal-fired plant, every fifteen hours. This is amazing! Whether you believe photovoltaics are the most efficient form of green energy production or not, you cannot argue the impressive economics behind them. Successful engineering has to meet the market at the end of the day.
> are the most efficient form What does this even mean?
It's definitely impressive that the cost per watt of a PV panel is roughly 13% of where it was just 15 years ago.
Re: Solar power has begun to transform the world’s energy system
#116Earlier quoted context omitted.
While that may be true - I can invest in home solar and have zero or near zero electricity costs at reasonable prices with a 5 to 7 year payback period. Near me solar farms run at a profit here in England, and yet I don't believe any nuclear power plant has run at a profit without government assistance, or subsidies, and none are yet expected to fund their own decommissioning and clean up - society will bear these co…
Large scale solar are actually large scale gas plants. Since there is no way to store electricity large scale and solar energy is unreliable then they depend on gas turbines to work.
https://ember-energy.org/latest-insights/solar-electricity-e...
Re: Solar power has begun to transform the world’s energy system
#117Earlier quoted context omitted.
Not entirely. California now handles its peak using solar+storage quite effectively. https://blog.gridstatus.io/caiso-solar-storage-spring-2025/ It's not entirely 1:1. CA has about 20GW of solar production, and the solar+storage together completely replace about 5GW of fossil capacity. (But don't discount wind. Wind+solar combine pretty well, and if you throw that in, you'll see that CA is actually replacing about 10…
Exactly my point. Solar and Wind being intermittent require additional expense of grid storage which other forms of energy do not need. So to scale, for each GW of solar, you’ll need a GW of storage plus the energy reserve to take through the night. Can’t rely on wind here as that’s also intermittent. And grid storage is energy intensive and sets up twisted incentives for those playing to get rich with energy arbitra…
https://ember-energy.org/latest-insights/solar-electricity-e...
Re: Solar power has begun to transform the world’s energy system
#118Paywall
Re: Solar power has begun to transform the world’s energy system
#119Earlier quoted context omitted.
This is very cool. I'm guessing you must live somewhere with mild winters. Insulation can do wonders, but it can be overcast for weeks in the north.
Solar panels are so cheap that it makes sense to overbuild, such that even an overcast winter day meets your electricity needs.
Granted 500W isn't nothing, but what if it's snows?
Re: Solar power has begun to transform the world’s energy system
#120Earlier quoted context omitted.
That's blatantly false. The panels themselves are typically rated for a 25-year service life [1,2]. Inverters are typically rated for about a decade [3,4]. Solar panels also must be cleaned periodically [5], otherwise their output is reduced. It's a power plant. It will need maintenance. As PV technology improves, there's also pressure to buy better solar panels [6] to replace older, lower-performing panels, resultin…
That's a blatantly disingenuous argument that misses the point. Setting aside the accuracy of the 25-year figure, is it easier to buy solar panels once to use them for 25 years or stockpile 25 years' worth of fossil fuel? I'm not arguing against maintenance items like cleaning, because obviously fossil fuel power plants need maintenance too. I'm directly responding to the perceived geopolitical risk. The question is:…
If that's your only question, the answer is straightforward then, there's more oil producing nations than solar panels producing nations making the risk with oil lower.
China is so big in this sector that I don't think that you could even create a real strategy where they get You could somewhat mitigate this risk by buying a stock worth 5 years of panel installation of the country but as far as I know, nobody is doing that.