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Following 35% growth, solar has passed hydro on US grid

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Re: Following 35% growth, solar has passed hydro on US grid

#51

I wonder why existing hydro isn't utilized to it's potential. For instance, the Grand Coulee Dam has the highest capacity of any power station in the US of almost 7 MW but usually puts out about a third of that.

Vogtle is probably producing the most electricity out of any generating plant in the US once you consider capacity factor.

Re: Following 35% growth, solar has passed hydro on US grid

#52

Earlier quoted context omitted.

There is global oil oversupply of ~2M-3.7M barrels/day. China destroys ~1M barrels/day of global oil demand for every 24 months of EV production. Iran needs $164/barrel to break even on their budget, $86/barrel for Saudi Arabia, ~$60 for US shale (per Bloomberg). China has already potentially hit peak oil and ~>50% of new vehicle sales are battery electric or plug in hybrids. Oil is over, regardless of this admin's p…

Gasoline might be on decline (but the gas car fleet will take decades to turn over), but for literally everything else there is no viable alternative. Trucks, ships, airplanes, freight trains, even heating for older buildings. So no, we need our refineries for a good part of this century. Likely we will keep just the integrated ones (chemical + fuels).

India has effectively electrified almost all of its rail transit. USA or other countries do not need to electrify all lines and the long tail is too long but even the major ones can bring in big benefits. No need to even get China in this equation.

Re: Following 35% growth, solar has passed hydro on US grid

#53

It's also been a great year for oil production which has reached new record highs in the US! [0] 0. https://www.energy.gov/state-american-energy-promises-made-p...

There is global oil oversupply of ~2M-3.7M barrels/day. China destroys ~1M barrels/day of global oil demand for every 24 months of EV production. Iran needs $164/barrel to break even on their budget, $86/barrel for Saudi Arabia, ~$60 for US shale (per Bloomberg). China has already potentially hit peak oil and ~>50% of new vehicle sales are battery electric or plug in hybrids. Oil is over, regardless of this admin's p…

> If we want to speed up the US EV transition, we push refineries into retirement faster, pushing up refined gasoline prices.

Or we could just let electric cars slowly/naturally replace gas cars without artificially increasing inflation.

Re: Following 35% growth, solar has passed hydro on US grid

#54

Earlier quoted context omitted.

Gasoline might be on decline (but the gas car fleet will take decades to turn over), but for literally everything else there is no viable alternative. Trucks, ships, airplanes, freight trains, even heating for older buildings. So no, we need our refineries for a good part of this century. Likely we will keep just the integrated ones (chemical + fuels).

India has effectively electrified almost all of its rail transit. USA or other countries do not need to electrify all lines and the long tail is too long but even the major ones can bring in big benefits. No need to even get China in this equation.

To note, India also has three times domestic PV demand (~50GW/year) manufacturing capacity (~150GW/year) live.

https://ember-energy.org/latest-insights/indias-electrotech-...

India's Solar Manufacturing Excesses Turn a Boom into a Glut - https://news.ycombinator.com/item?id=47050286 - February 2025

Re: Following 35% growth, solar has passed hydro on US grid

#55

I wonder why existing hydro isn't utilized to it's potential. For instance, the Grand Coulee Dam has the highest capacity of any power station in the US of almost 7 MW but usually puts out about a third of that.

Niagra falls doesn't run at full capacity because it takes away from the attraction of the falls themselves, and tourism is important there. They turn up capacity after hours, and the falls slow down.

Re: Following 35% growth, solar has passed hydro on US grid

#56
post #28

Earlier quoted context omitted.

> One nice thing about what’s happening is that politics are losing to reality. I’m not even sure how this became a left vs right issue in the first place (isn’t the right meant to be pro free market!?) No, the right isn't meant to be pro free-market. It's meant to protect the interests, longevity, and demand-capture of its donor industries, primarily fossil fuels extraction, processing, and distribution, but increas…

At scale no group is against its own personal interests . It sucks and it’s hypocritical and annoying, but that’s humans.

Why is it inherently good for a group to be against its own personal interests? Whose interests should a group favor instead?

Re: Following 35% growth, solar has passed hydro on US grid

#57

It's also been a great year for oil production which has reached new record highs in the US! [0] 0. https://www.energy.gov/state-american-energy-promises-made-p...

There is global oil oversupply of ~2M-3.7M barrels/day. China destroys ~1M barrels/day of global oil demand for every 24 months of EV production. Iran needs $164/barrel to break even on their budget, $86/barrel for Saudi Arabia, ~$60 for US shale (per Bloomberg). China has already potentially hit peak oil and ~>50% of new vehicle sales are battery electric or plug in hybrids. Oil is over, regardless of this admin's p…

> Oil is over

Then why has both global [0] and US [1] consumption been rising year-over-year for the last few years and projected to continue to rise [2]?

All those articles you're posting about short term changes in the dynamics of the oil market (except China, which is remains a net energy importer only because of oil, so they have a strong strategic reason to reduce oil depdence, though they still use quite a bit[3]).

Btw I'm not citing these things because I'm a big supporter of hydrocarbons or against green energy (which will continue to grow with or without boosters, since there is a real demand for that energy), but more so a realist pointing out that we are absolutely not making any progress in reducing our global need for hydrocarbons.

0. https://ourworldindata.org/grapher/oil-consumption-by-countr...

1. https://afdc.energy.gov/data/10324

2. https://www.eia.gov/outlooks/steo/report/global_oil.php

3. https://en.wikipedia.org/wiki/Coal_in_China#/media/File:Chin...

Re: Following 35% growth, solar has passed hydro on US grid

#58
post #51

I wonder why existing hydro isn't utilized to it's potential. For instance, the Grand Coulee Dam has the highest capacity of any power station in the US of almost 7 MW but usually puts out about a third of that.

Vogtle is probably producing the most electricity out of any generating plant in the US once you consider capacity factor.

Vogtle is also the most expensive electricity in the world, the only electricity costing more than $10,000 per kW.

Re: Following 35% growth, solar has passed hydro on US grid

#59
post #28

Earlier quoted context omitted.

> One nice thing about what’s happening is that politics are losing to reality. I’m not even sure how this became a left vs right issue in the first place (isn’t the right meant to be pro free market!?) No, the right isn't meant to be pro free-market. It's meant to protect the interests, longevity, and demand-capture of its donor industries, primarily fossil fuels extraction, processing, and distribution, but increas…

At scale no group is against its own personal interests . It sucks and it’s hypocritical and annoying, but that’s humans.

Programmers are, because we keep encouraging AI to replace us.

Re: Following 35% growth, solar has passed hydro on US grid

#60
post #22

I am reminded by the perhaps revisionist history but still applicable belief that slavery was really ended by industrialization making abolition economically advantageous and not actually a socially driven movement. (In reality it was certainly a convoluted mixture of the two I'm sure.) I hope we are in a similar era with regards to climate change. Surely there's a lot of money to be made in harnessing effectively un…

Even if global greenhouse gas emissions immediately and permanently stop, climate change won’t. We have many years of further warming ahead of us due to the greenhouse gases already dumped into the atmosphere.
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