5 ms·

It sounds like this should have a date attached to it as the numbers are quite outdated for todays world. This did have some good data for back when it was writ

by mcot2 5y ago

It sounds like this should have a date attached to it as the numbers are quite outdated for todays world. This did have some good data for back when it was written of course. * An efficient EV will do less than 12kWh/100km these days. * Utility scale solar pv cost declines have been dramatic. It is now the cheapest form of new energy to deploy. * Developments in deep water off-shore wind have led to much larger turbines which are capturing more wind energy for longer periods of time. * Large scale batteries are now viable as a storage mechanism for renewables and are going to rapidly replace things like peaker plants. * Lots of new research is happening with Nuclear like thorium/molten-salt reactors which will still be important for baseload generation.

credit_guy 5y ago
> Utility scale solar PV [...] is now the cheapest form of new energy to deploy. I've been hearing this claim for a few years now, and I took it at face value, until a few days ago. I was having a discussion with a friend and told him that PV's share of electricity generation must by quite high, and then I checked the EIA website [1], and it turns out only 2.3% of the electricity comes from PV, while about 40% come from gas and 20% from coal. Something does not add up. If PV is so cheap, why don't we see more electricity being produced by PV? [1] https://www.eia.gov/tools/faqs/faq.php?id=427&t=3 https://www.eia.gov/tools/faqs/faq.php?id=427&t=3
- baybal2 5y ago
  > Something does not add up. If PV is so cheap, why don't we see more electricity being produced by PV? > Utility scale solar PV [...] is now the cheapest form of new energy to deploy For China... The West has very few semiconductor grade silicon smelters, and no industrial scale ones for PV ingots. I think all of PV cell makers in the West just dice Chinese boules
  - Robotbeat 5y ago
    Correct, EXCEPT for thin film cells by First Solar (who make the whole module). Although hopefully this is changing.
- akamaka 5y ago
  Have a look at what new capacity was installed last year: https://ihsmarkit.com/research-analysis/over-80-of-2020-global-power-generation-installations-renewabl.html https://ihsmarkit.com/research-analysis/over-80-of-2020-glob...
- ghouse 5y ago
  Only recently did PV becomes the least-cost source of new electric generation.[0] And new utility-scale projects take 2-7 years to develop. For example, TX is anticipated to add 10 GW of new solar generation in 2022.[1] As I write this (while the sun is up, noon in TX), the current demand in TX is 38 GW.[2] Source: Have been developing solar power plants since 2008. [0] The tipping point for solar is different in different regions based on many factors, but primarily the amount of annual sunlight and the cost of fuel on the margin, and regulatory policy. [1] https://www.reuters.com/business/environment/texas-track-add-record-solar-power-capacity-by-end-2022-2021-04-21/ https://www.reuters.com/business/environment/texas-track-add... [2] http://www.ercot.com/ http://www.ercot.com/
  - KennyBlanken 5y ago
    Hijacking your comment to say that the fine print in the EIA chart cited by the person you're replying to says they're only accounting for new and utility scale generation. Utility installs dwarf residential, but if you add all non-utility generation it's quite a bit more substantial, and it was 'only' until early to mid 2010's that utility installations outpaced other installs. According to an industry group, 20GW of solar was installed last year (3.1GW residential), representing 43% of new generation capacity: https://www.seia.org/research-resources/solar-market-insight-report-2020-year-review https://www.seia.org/research-resources/solar-market-insight... According to EIA, new wind generation in 2020 was a bit over 14GW. Walking back from 20GW being 43%, that means in 2020 we had 46GW installed overall, so wind was 30%. By any measure, 73% of new generation being renewable is pretty impressive. Worldwide the number of solar installs looks almost logarithmic.
    - pfdietz 5y ago
      Utility installs dwarf residential in most places, but a notable exception is Australia. This probably reflects dysfunctional regulation and regulatory capture by fossil fuel interests there.
- Obi_Juan_Kenobi 5y ago
  It takes many decades for old generation to phase out, so even with a significant fraction of new capacity being solar, the total proportion will remain low. https://cleantechnica.com/files/2020/09/Cumulative-Total-US-Solar-Power-Capacity-2005-2020-SEIA.png https://cleantechnica.com/files/2020/09/Cumulative-Total-US-... Solar capacity is increasing dramatically, but it does have limits. Namely, solar + storage bids are only competitive in some markets. PV generation is often the cheapest source, but without storage it is not practical for many applications.
- wcoenen 5y ago
  Wind was cheaper. The levellized cost of electricity from solar has only recently dropped below that of wind. https://en.wikipedia.org/wiki/Cost_of_electricity_by_source https://en.wikipedia.org/wiki/Cost_of_electricity_by_source
  - KennyBlanken 5y ago
    Yep, wind was the cheapest form of energy starting around mid 2010's. I think wind's problem is that wind installations get massive pushback in a lot of communities. I wish I were joking when I said a turbine near me was permanently shut down after a federal judge declared the plaintiff's objections for health reasons to be valid. The court fight triggered a poison pill town bylaw that a turbine inactive for X amount of time has to be removed. All the idiots had to do was get an injunction and then tie the whole thing up in court for long enough.
- epistasis 5y ago
  There are several reasons: 1) lifetimes of utility assets are measured in decades, not years 2) the utility industry is not used to needing to pay attention to new technology and new information, and has a huge bias against renewables that goes back to the hard energy /soft energy split of the 1970s and 1980s 3) Utility planning models (IRPs, often for five years out) often use outdated info that is 3-5 years old when planning deployments for the next five years. So even if utilities used up to date info, it would take 5 years for them to shift strategy. 4) many utilities are not incentivized to install least cost generation, and their incentives and profit rates are different for things like installing transmission, distribution, etc 5) regulators of utilities are often even further behind the times than utility executives or completely captured (see for example Arizona)
  - credit_guy 5y ago
    > 1) lifetimes of utility assets are measured in decades, not years Fair enough, but here's [1] how the picture looked just 4 years ago. Coal was at 33%, natgas at 33% an solar at 0.6%, wind at 4.7%. So a lot of coal was replaced by natgas, and a bit of wind. For some reason solar went up only by 1.7% [1] http://web.archive.org/web/20170322133856/https://www.eia.gov/tools/faqs/faq.php?id=427&t=3 http://web.archive.org/web/20170322133856/https://www.eia.go...
    - epistasis 5y ago
      The reasons further down explain why utilities are very slow to react and why even after a better choice is available. But even with your further comparison, you are falling prey to the same bad logic: solar can't be cheaper because we aren't already using it. You are looking at the decisions from 2010 to 2015 to evaluate the situation from 2021. For changing technology, that's a really bad assumption. If nearly all the market for CPUs is Intel, then AMD comes out with a far better deal than Intel, do you evaluate how much better AMD is by the installed base across all computer? Of course not. Check out what is being planned for the future. Some of the decisions are not great, because utilities don't yet know that storage is super cheap. But you'll find that in price responsive markets, nearly all new planned generation is wind, solar, and storage. Along with a few new gas plants proposed by people hedging against the dominant tech, or just through inertia.
- deleted 5y ago
  [deleted]
- bryanlarsen 5y ago
  Most of a terawatt of green energy projects are stuck in a regulatory backlog. https://www.greentechmedia.com/articles/read/report-renewables-are-suffering-from-broken-u.s-transmission-policy https://www.greentechmedia.com/articles/read/report-renewabl...
- Robotbeat 5y ago
  Cheapest to deploy, meaning adding new energy sources. For instance, even since the year or two that EIA has last updated their numbers to the numbers that just came out that include August 2021... the amount of total solar (far right column) generated (154TWh) vs total electricity generated (4087TWh) gives about 3.8% solar electricity for the last 12 months rolling. https://www.eia.gov/electricity/monthly/epm_table_grapher.php?t=epmt_1_01 https://www.eia.gov/electricity/monthly/epm_table_grapher.ph...
- AtlasBarfed 5y ago
  Because it has only recently become cheaper to invest in solar rather than "ride out" existing coal investments. I believe that the natural gas generators are still not at the "ditch as soon as you can" moment that hit coal hit a few years ago, and even then there's only so much solar being made right now. The other factor is that solar manufacturing isn't being full-bore developed because as soon as you get a plant up, you're at risk of a paradigm shift beating you out. The promise of perovskites might be holding back silicon panel investment. The Chinese, for as much as US media has been portraying them as a big bad, did a massive solid for the world in pushing solar panel manufacturing and battery manufacturing from the top down. Granted they wanted to push everyone out/monopolize manufacturing, but who cares WHY, the net effect is to change our possible future for decarbonization. The US would never do that with the dominance of petroleum lobbying. South Korea should also get a fair amount of credit for supporting Samsung in this direction.
mattlondon 5y ago
It didn't seem to mention hybrids much either. It mentioned a polo bluemotion as the lowest co2 emitting vehicle at 99g/km, but even my 10+ year old hybrid clunker (Toyota auris) officially gets 82g/km - modern hybrids must be way better by now, and they are super common now rather than just Toyota's selling point. A recent report I read on the BBC suggests that public bus transportation is 90g/km/passenger so my ancient old hybrid is better than taking the bus it seems?
- bluGill 5y ago
  Depends on how many people are on the bus. Many buses have terrible load averages, good buses can do a lot better. IMO most bus operators do a terrible job at serving people and so it is no surprise that people don't ride.
  - zbrozek 5y ago
    Most of the buses I see around here (Sunnyvale through San Mateo is my typical stomping ground) are either "not in service" or very nearly empty. I haven't taken a bay area bus in fifteen years. I routinely outpace them on a bicycle. I could imagine 8-15 passenger vans with on-demand routing would see much better utilization.
    - Robotbeat 5y ago
      Yup. They should be easier to electrify, too. Mass produced electric passenger vans should be a thing. Considering transit vans are only like $50,000 apiece for 12 seats, they should be pretty dang cheap to acquire, too, compared to the $1 million 30 seat e-buses. Charging infrastructure should be the same as regular electric cars, too, which makes it cheaper and more flexible to deploy.
      - bluGill 5y ago
        The biggest cost over the lifetime is still the driver. Passenger vans only place in transit is for wheelchairs.
dredmorbius 5y ago
What year, specifically?
belorn 5y ago
> Large scale batteries are now viable as a storage mechanism for renewables They are economical viable for solar for 3-4 hours every night, which is where they are being deployed. The article talks primarily about the UK with wind being the primary energy source, and so rather than a solar cycle of 24hrs you have wind fluctuations with lulls. The article calculate this to about 1200 GWh. The articles I have seen on solar + batteries is a capacity of 80% for 4 hrs. I have not seen clear numbers but I would guess that they do get a fairly high discharge rate each day, thus providing an return of investment when the price is at its highest point each day. For wind you would need to have as much capacity as the worst lulls, and they would only really return profits during the lulls (if we do not count subsidizes). There would be some profits from slews, but most of the cost would be going to capacity that isn't needed for most part of the year.

by mcot2 5y ago

credit_guy 5y ago

> Utility scale solar PV [...] is now the cheapest form of new energy to deploy. I've been hearing this claim for a few years now, and I took it at face value, until a few days ago. I was having a discussion with a friend and told him that PV's share of electricity generation must by quite high, and then I checked the EIA website [1], and it turns out only 2.3% of the electricity comes from PV, while about 40% come from gas and 20% from coal. Something does not add up. If PV is so cheap, why don't we see more electricity being produced by PV? [1] https://www.eia.gov/tools/faqs/faq.php?id=427&t=3 https://www.eia.gov/tools/faqs/faq.php?id=427&t=3

baybal2 5y ago
> Something does not add up. If PV is so cheap, why don't we see more electricity being produced by PV? > Utility scale solar PV [...] is now the cheapest form of new energy to deploy For China... The West has very few semiconductor grade silicon smelters, and no industrial scale ones for PV ingots. I think all of PV cell makers in the West just dice Chinese boules
- Robotbeat 5y ago
  Correct, EXCEPT for thin film cells by First Solar (who make the whole module). Although hopefully this is changing.
akamaka 5y ago
Have a look at what new capacity was installed last year: https://ihsmarkit.com/research-analysis/over-80-of-2020-global-power-generation-installations-renewabl.html https://ihsmarkit.com/research-analysis/over-80-of-2020-glob...
ghouse 5y ago
Only recently did PV becomes the least-cost source of new electric generation.[0] And new utility-scale projects take 2-7 years to develop. For example, TX is anticipated to add 10 GW of new solar generation in 2022.[1] As I write this (while the sun is up, noon in TX), the current demand in TX is 38 GW.[2] Source: Have been developing solar power plants since 2008. [0] The tipping point for solar is different in different regions based on many factors, but primarily the amount of annual sunlight and the cost of fuel on the margin, and regulatory policy. [1] https://www.reuters.com/business/environment/texas-track-add-record-solar-power-capacity-by-end-2022-2021-04-21/ https://www.reuters.com/business/environment/texas-track-add... [2] http://www.ercot.com/ http://www.ercot.com/
- KennyBlanken 5y ago
  Hijacking your comment to say that the fine print in the EIA chart cited by the person you're replying to says they're only accounting for new and utility scale generation. Utility installs dwarf residential, but if you add all non-utility generation it's quite a bit more substantial, and it was 'only' until early to mid 2010's that utility installations outpaced other installs. According to an industry group, 20GW of solar was installed last year (3.1GW residential), representing 43% of new generation capacity: https://www.seia.org/research-resources/solar-market-insight-report-2020-year-review https://www.seia.org/research-resources/solar-market-insight... According to EIA, new wind generation in 2020 was a bit over 14GW. Walking back from 20GW being 43%, that means in 2020 we had 46GW installed overall, so wind was 30%. By any measure, 73% of new generation being renewable is pretty impressive. Worldwide the number of solar installs looks almost logarithmic.
  - pfdietz 5y ago
    Utility installs dwarf residential in most places, but a notable exception is Australia. This probably reflects dysfunctional regulation and regulatory capture by fossil fuel interests there.
Obi_Juan_Kenobi 5y ago
It takes many decades for old generation to phase out, so even with a significant fraction of new capacity being solar, the total proportion will remain low. https://cleantechnica.com/files/2020/09/Cumulative-Total-US-Solar-Power-Capacity-2005-2020-SEIA.png https://cleantechnica.com/files/2020/09/Cumulative-Total-US-... Solar capacity is increasing dramatically, but it does have limits. Namely, solar + storage bids are only competitive in some markets. PV generation is often the cheapest source, but without storage it is not practical for many applications.
wcoenen 5y ago
Wind was cheaper. The levellized cost of electricity from solar has only recently dropped below that of wind. https://en.wikipedia.org/wiki/Cost_of_electricity_by_source https://en.wikipedia.org/wiki/Cost_of_electricity_by_source
- KennyBlanken 5y ago
  Yep, wind was the cheapest form of energy starting around mid 2010's. I think wind's problem is that wind installations get massive pushback in a lot of communities. I wish I were joking when I said a turbine near me was permanently shut down after a federal judge declared the plaintiff's objections for health reasons to be valid. The court fight triggered a poison pill town bylaw that a turbine inactive for X amount of time has to be removed. All the idiots had to do was get an injunction and then tie the whole thing up in court for long enough.
epistasis 5y ago
There are several reasons: 1) lifetimes of utility assets are measured in decades, not years 2) the utility industry is not used to needing to pay attention to new technology and new information, and has a huge bias against renewables that goes back to the hard energy /soft energy split of the 1970s and 1980s 3) Utility planning models (IRPs, often for five years out) often use outdated info that is 3-5 years old when planning deployments for the next five years. So even if utilities used up to date info, it would take 5 years for them to shift strategy. 4) many utilities are not incentivized to install least cost generation, and their incentives and profit rates are different for things like installing transmission, distribution, etc 5) regulators of utilities are often even further behind the times than utility executives or completely captured (see for example Arizona)
- credit_guy 5y ago
  > 1) lifetimes of utility assets are measured in decades, not years Fair enough, but here's [1] how the picture looked just 4 years ago. Coal was at 33%, natgas at 33% an solar at 0.6%, wind at 4.7%. So a lot of coal was replaced by natgas, and a bit of wind. For some reason solar went up only by 1.7% [1] http://web.archive.org/web/20170322133856/https://www.eia.gov/tools/faqs/faq.php?id=427&t=3 http://web.archive.org/web/20170322133856/https://www.eia.go...
  - epistasis 5y ago
    The reasons further down explain why utilities are very slow to react and why even after a better choice is available. But even with your further comparison, you are falling prey to the same bad logic: solar can't be cheaper because we aren't already using it. You are looking at the decisions from 2010 to 2015 to evaluate the situation from 2021. For changing technology, that's a really bad assumption. If nearly all the market for CPUs is Intel, then AMD comes out with a far better deal than Intel, do you evaluate how much better AMD is by the installed base across all computer? Of course not. Check out what is being planned for the future. Some of the decisions are not great, because utilities don't yet know that storage is super cheap. But you'll find that in price responsive markets, nearly all new planned generation is wind, solar, and storage. Along with a few new gas plants proposed by people hedging against the dominant tech, or just through inertia.
deleted 5y ago
[deleted]
bryanlarsen 5y ago
Most of a terawatt of green energy projects are stuck in a regulatory backlog. https://www.greentechmedia.com/articles/read/report-renewables-are-suffering-from-broken-u.s-transmission-policy https://www.greentechmedia.com/articles/read/report-renewabl...
Robotbeat 5y ago
Cheapest to deploy, meaning adding new energy sources. For instance, even since the year or two that EIA has last updated their numbers to the numbers that just came out that include August 2021... the amount of total solar (far right column) generated (154TWh) vs total electricity generated (4087TWh) gives about 3.8% solar electricity for the last 12 months rolling. https://www.eia.gov/electricity/monthly/epm_table_grapher.php?t=epmt_1_01 https://www.eia.gov/electricity/monthly/epm_table_grapher.ph...
AtlasBarfed 5y ago
Because it has only recently become cheaper to invest in solar rather than "ride out" existing coal investments. I believe that the natural gas generators are still not at the "ditch as soon as you can" moment that hit coal hit a few years ago, and even then there's only so much solar being made right now. The other factor is that solar manufacturing isn't being full-bore developed because as soon as you get a plant up, you're at risk of a paradigm shift beating you out. The promise of perovskites might be holding back silicon panel investment. The Chinese, for as much as US media has been portraying them as a big bad, did a massive solid for the world in pushing solar panel manufacturing and battery manufacturing from the top down. Granted they wanted to push everyone out/monopolize manufacturing, but who cares WHY, the net effect is to change our possible future for decarbonization. The US would never do that with the dominance of petroleum lobbying. South Korea should also get a fair amount of credit for supporting Samsung in this direction.

mattlondon 5y ago

It didn't seem to mention hybrids much either. It mentioned a polo bluemotion as the lowest co2 emitting vehicle at 99g/km, but even my 10+ year old hybrid clunker (Toyota auris) officially gets 82g/km - modern hybrids must be way better by now, and they are super common now rather than just Toyota's selling point. A recent report I read on the BBC suggests that public bus transportation is 90g/km/passenger so my ancient old hybrid is better than taking the bus it seems?

bluGill 5y ago
Depends on how many people are on the bus. Many buses have terrible load averages, good buses can do a lot better. IMO most bus operators do a terrible job at serving people and so it is no surprise that people don't ride.
- zbrozek 5y ago
  Most of the buses I see around here (Sunnyvale through San Mateo is my typical stomping ground) are either "not in service" or very nearly empty. I haven't taken a bay area bus in fifteen years. I routinely outpace them on a bicycle. I could imagine 8-15 passenger vans with on-demand routing would see much better utilization.
  - Robotbeat 5y ago
    Yup. They should be easier to electrify, too. Mass produced electric passenger vans should be a thing. Considering transit vans are only like $50,000 apiece for 12 seats, they should be pretty dang cheap to acquire, too, compared to the $1 million 30 seat e-buses. Charging infrastructure should be the same as regular electric cars, too, which makes it cheaper and more flexible to deploy.
    - bluGill 5y ago
      The biggest cost over the lifetime is still the driver. Passenger vans only place in transit is for wheelchairs.

dredmorbius 5y ago

What year, specifically?

belorn 5y ago

> Large scale batteries are now viable as a storage mechanism for renewables They are economical viable for solar for 3-4 hours every night, which is where they are being deployed. The article talks primarily about the UK with wind being the primary energy source, and so rather than a solar cycle of 24hrs you have wind fluctuations with lulls. The article calculate this to about 1200 GWh. The articles I have seen on solar + batteries is a capacity of 80% for 4 hrs. I have not seen clear numbers but I would guess that they do get a fairly high discharge rate each day, thus providing an return of investment when the price is at its highest point each day. For wind you would need to have as much capacity as the worst lulls, and they would only really return profits during the lulls (if we do not count subsidizes). There would be some profits from slews, but most of the cost would be going to capacity that isn't needed for most part of the year.