5 ms·

Thanks! Makes sense if it's being built as fast as possible given the number of workers available for installation.

epistasis 4y ago
Solar is actually super super hard to install right now, because tariffs are in an uncertain space, so nobody knows if, should they import, if they are are going to get a bill in the next 12 months for past sales that's 1x-2x the cost of the import (I forget the exact factor). This sort of protectionism isn't even buying us a bunch of local solar panel production, unfortunately. I'm not a free-market purist, and am in favor of protectionist tariffs to build a nascent industry, but this is not a way to do to it and we are only harming our installer industry with these terrible forms of tariffs and uncertainty. Edit: here's an article from a little while ago on this https://www.reuters.com/world/us/us-solar-industry-warns-slowdown-due-supply-chain-disruptions-tariff-uncertainty-2022-04-28/ https://www.reuters.com/world/us/us-solar-industry-warns-slo...
- toomuchtodo 4y ago
  There’s about 100GW of solar generation in ERCOT’s interconnect queue at the moment. If there is uncertainty, utility scale developers aren’t signaling it. https://news.ycombinator.com/item?id=32071998 https://news.ycombinator.com/item?id=32071998 > As of 30 September [2021] developers had 100.3GW of solar capacity in the queue, 42.4GW of utility-scale battery storage, 22.5GW of wind, 13.5GW of natural gas and minor amounts of other technologies such as biomass. For comparison, ERCOT has a maximum capacity of 15GW of coal generation, and 65GW of fossil gas generation (per electricitymap.org, which sources zone capacity data in the US from US EIA-860 reporting).
  - epistasis 4y ago
    Well if you are a solar developer it makes sense to get in line in the interconnection queue and hope that this stupid tariff stuff gets sorted out before it's time to actually buy all the panels. But I bet we'd have a lot more installed all over the US if it weren't for this.
    - toomuchtodo 4y ago
      > But I bet we'd have a lot more installed all over the US if it weren't for this. Agreed. Solar PV module tariffs are suspended for 24 months FYI, so there is some near term policy clarity for utility scale developers. The ITC tax credit is also phasing down over the next 2 years, so the incentive is there to build build build. https://www.utilitydive.com/news/biden-to-pause-solar-tariffs-24-months-southeast-asia-commerce-module-probe/624928/ https://www.utilitydive.com/news/biden-to-pause-solar-tariff... https://www.whitehouse.gov/briefing-room/statements-releases/2022/06/06/fact-sheet-president-biden-takes-bold-executive-action-to-spur-domestic-clean-energy-manufacturing/ https://www.whitehouse.gov/briefing-room/statements-releases...
  - dcsan 4y ago
    Since batteries are always the issue... How inefficient is mechanical storage? For example using electricity to just raise a heavy mass then as that lowers it can produce power. It seems that would be cheap to build at scale with the chance for almost unlimited storage. I have to assume there would be a more than 50% loss through the process, hope someone on hn can comment. Maybe it's not worth it when you can tap into unlimited sunlight the next day.
    - toomuchtodo 4y ago
      Not worth it, easier to scale up battery manufacturing (which the world also needs for all vehicles to transition to electrification). https://youtu.be/iGGOjD_OtAM https://youtu.be/iGGOjD_OtAM
    - spoonjim 4y ago
      This system is currently only cost-effective with water, and only where you have a natural place to put it (i.e. a crater on top of a mountain vs. building a tank on a tower). Constructing a greenfield mechanical apparatus is too expensive for the energy stored.
    - wereHamster 4y ago
      People are actively researching and working on kinetic energy storage systems, for example https://www.energyvault.com/ev1 https://www.energyvault.com/ev1
    - pjc50 4y ago
      > How inefficient is mechanical storage? The density is the problem. If you raise a 25,000kg mass by 100m, that's 24.5MJ, or roughly the energy contained in one kilogram of coal. Or 6.6kWh (standard meter units) of electricity. (and that's on the input side, not accounting for losses)
      - pjc50 4y ago
        .. or, if you want a fun comparison, a 2000kg Tesla with a 100kWh (360MJ) battery pack would have to be raised over 18km into the air to equal the energy stored in its battery.
  - pjc50 4y ago
    > 100GW of solar generation in ERCOT’s interconnect queue at the moment. This seems mad - is that built and not connected, or just awaiting permitting?
    - epistasis 4y ago
      Interconnection listing is one of the first stages for a project; but that doesn't mean that all of these projects will go through. It does give a good sense of investor sentiment between relative technologies, however.
- dd36 4y ago
  That’s surely the purpose. Natural gas and coal interests want chaos and uncertainty in solar coated with a glaze of misdirection.
- deleted 4y ago
  [deleted]

Solar is actually super super hard to install right now, because tariffs are in an uncertain space, so nobody knows if, should they import, if they are are going to get a bill in the next 12 months for past sales that's 1x-2x the cost of the import (I forget the exact factor). This sort of protectionism isn't even buying us a bunch of local solar panel production, unfortunately. I'm not a free-market purist, and am in favor of protectionist tariffs to build a nascent industry, but this is not a way to do to it and we are only harming our installer industry with these terrible forms of tariffs and uncertainty. Edit: here's an article from a little while ago on this https://www.reuters.com/world/us/us-solar-industry-warns-slowdown-due-supply-chain-disruptions-tariff-uncertainty-2022-04-28/ https://www.reuters.com/world/us/us-solar-industry-warns-slo...

toomuchtodo 4y ago
There’s about 100GW of solar generation in ERCOT’s interconnect queue at the moment. If there is uncertainty, utility scale developers aren’t signaling it. https://news.ycombinator.com/item?id=32071998 https://news.ycombinator.com/item?id=32071998 > As of 30 September [2021] developers had 100.3GW of solar capacity in the queue, 42.4GW of utility-scale battery storage, 22.5GW of wind, 13.5GW of natural gas and minor amounts of other technologies such as biomass. For comparison, ERCOT has a maximum capacity of 15GW of coal generation, and 65GW of fossil gas generation (per electricitymap.org, which sources zone capacity data in the US from US EIA-860 reporting).
- epistasis 4y ago
  Well if you are a solar developer it makes sense to get in line in the interconnection queue and hope that this stupid tariff stuff gets sorted out before it's time to actually buy all the panels. But I bet we'd have a lot more installed all over the US if it weren't for this.
  - toomuchtodo 4y ago
    > But I bet we'd have a lot more installed all over the US if it weren't for this. Agreed. Solar PV module tariffs are suspended for 24 months FYI, so there is some near term policy clarity for utility scale developers. The ITC tax credit is also phasing down over the next 2 years, so the incentive is there to build build build. https://www.utilitydive.com/news/biden-to-pause-solar-tariffs-24-months-southeast-asia-commerce-module-probe/624928/ https://www.utilitydive.com/news/biden-to-pause-solar-tariff... https://www.whitehouse.gov/briefing-room/statements-releases/2022/06/06/fact-sheet-president-biden-takes-bold-executive-action-to-spur-domestic-clean-energy-manufacturing/ https://www.whitehouse.gov/briefing-room/statements-releases...
- dcsan 4y ago
  Since batteries are always the issue... How inefficient is mechanical storage? For example using electricity to just raise a heavy mass then as that lowers it can produce power. It seems that would be cheap to build at scale with the chance for almost unlimited storage. I have to assume there would be a more than 50% loss through the process, hope someone on hn can comment. Maybe it's not worth it when you can tap into unlimited sunlight the next day.
  - toomuchtodo 4y ago
    Not worth it, easier to scale up battery manufacturing (which the world also needs for all vehicles to transition to electrification). https://youtu.be/iGGOjD_OtAM https://youtu.be/iGGOjD_OtAM
  - spoonjim 4y ago
    This system is currently only cost-effective with water, and only where you have a natural place to put it (i.e. a crater on top of a mountain vs. building a tank on a tower). Constructing a greenfield mechanical apparatus is too expensive for the energy stored.
  - wereHamster 4y ago
    People are actively researching and working on kinetic energy storage systems, for example https://www.energyvault.com/ev1 https://www.energyvault.com/ev1
  - pjc50 4y ago
    > How inefficient is mechanical storage? The density is the problem. If you raise a 25,000kg mass by 100m, that's 24.5MJ, or roughly the energy contained in one kilogram of coal. Or 6.6kWh (standard meter units) of electricity. (and that's on the input side, not accounting for losses)
    - pjc50 4y ago
      .. or, if you want a fun comparison, a 2000kg Tesla with a 100kWh (360MJ) battery pack would have to be raised over 18km into the air to equal the energy stored in its battery.
- pjc50 4y ago
  > 100GW of solar generation in ERCOT’s interconnect queue at the moment. This seems mad - is that built and not connected, or just awaiting permitting?
  - epistasis 4y ago
    Interconnection listing is one of the first stages for a project; but that doesn't mean that all of these projects will go through. It does give a good sense of investor sentiment between relative technologies, however.
dd36 4y ago
That’s surely the purpose. Natural gas and coal interests want chaos and uncertainty in solar coated with a glaze of misdirection.
deleted 4y ago
[deleted]