Discussion about this post

User's avatar
Nick H's avatar

Unless you're getting the actual LMP price (as of this comment $.021/kwh) less your utility's cost to maintain and transmit that power, your neighbors are subsidizing those coal-fired, China slave-labor wafer made PV panels on the roof. Rooftop solar makes sense in, say, the UP, if I want to be fully disconnected from any utility. Outside of that, to run your lift and welders, AC at night or when its cloudy, the solar PV panels do nothing except raise your neighbors' rates.

The bulk of an energy bill is in the fixed generation and transmission capacity needed to serve load - not the gas/uranium/coal/wood/trash (er, renewable biomass)/oil burned to run the plant. Plants don't scale that quickly, and the incremental power provided by solar PV is the same as taking a dump on an airplane and thinking its now a lighter ship.

The power produced by solar often isn't needed and is like watering a lawn during a rainstorm, forcing dispatchable plants (those that can run without regard to the weather) to losses based on the crazy RTO market rules.

California doesn't use Gigawatts of unneeded solar every month of every year - even during days of their energy crisis - because energy is the quintessential real time commodity. Not to mention all the happy thoughts of mother Earth won't change the fact it gets dark, which is when the coal plants really start turning up the heat and grid demand begins to peak. Even a 100% solar grid in a perfect world where every day was sunny and cloudless, the inability to store any meaningful amount of grid-scale electricity requires the same or more amount of standby fossil or nuclear generation. The NBER determined 1.14 MW of fossil generation is required for every 1MW of renewable generation to ensure minimum grid reliability.

I could rant about this all day, but the renewable fantasies, subsidization, and tax incentives resulted in a massive misallocation of resources to China, emboldened Russia, and spiked inflation that easily could have secured energy independence for generations and a cleaner environment - I'm no greenie, however, I think most reasonable people wouldn't agree with turning the Cuyahoga River back into a flammable, orange, fetid sewer.

One only need to look at BASF's Q4 results delivered Friday, where they're essentially closing Germany to focus on areas with better energy policy. The irony of all of this is Germany went straight back to the dirtiest kind of coal to ensure it had power despite all its self-righteous green virtue signaling.

https://www.eia.gov/todayinenergy/detail.php?id=49276

https://haas.berkeley.edu/wp-content/uploads/WP314.pdf

https://www.nber.org/system/files/working_papers/w22454/w22454.pdf

Expand full comment
Errol Smith's avatar

"It really works. It just doesn’t make a lot of economic sense — but neither does a swimming pool, and a lot of people have those."

Can't float around on solar panels enjoying a beer in summer. Maybe if cutting our carbon footprint was more fun more people would dig themselves deeper into debt to make it happen.

Expand full comment
212 more comments...

No posts