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Solar PV and climate are intimately linked in fact and in propaganda, don't be silly, but ignoring that. It is entirely possible to cover a plateau in demand i

Solar PV and climate are intimately linked in fact and in propaganda, don't be silly, but ignoring that. It is entirely possible to cover a plateau in demand in an industry without being weirdly shrill about the idea of businesses losing out to competitors, their share prices going down, or being surprised that competition leads to lower profits. Reminder: Magazine title: The Economist. Focus since its founding nearly 2 centuries ago: free trade and free markets. A decent source, quoted in the article is Jenny Chase: Her team is forecasting a plateau and no short term uptick from the war in Iran: https://bsky.app/profile/solarchase.bsky.social/post/3mmypc223n222 https://bsky.app/profile/solarchase.bsky.social/post/3mmypc2... That's bad news for everyone, especially those sub-saharan markets in the graph that are not getting cheap electricity and so will remain poor. Compared with share prices of Chinese panel manufacturers, that's worth writing articles about.

leonidasrup 5mo ago
Solar PV, CO2 emissions and climate are linked, but not mentioned in the Economist article. Lets look at share of solar electricity in production in year 2025 China 11,1 % Germany 19 % Chile 25,2 % https://lowcarbonpower.org/region/People%27s_Republic_of_China https://lowcarbonpower.org/region/People%27s_Republic_of_Chi... https://lowcarbonpower.org/region/Germany https://lowcarbonpower.org/region/Germany https://lowcarbonpower.org/region/Chile https://lowcarbonpower.org/region/Chile Could China in coming decades reach German or Chile level of solar in electricity mix? As mentioned in the @solarchase.bsky.social post, in absolute numbers there is very large potential for increase in solar production in China. As is also very large potential for increase in non-solar production in China. How will the solar share evolve? https://www.reuters.com/business/energy/charting-chinas-evolving-primary-energy-mix-through-2060-2025-10-28/ https://www.reuters.com/business/energy/charting-chinas-evol...

leonidasrup 5mo ago

Solar PV, CO2 emissions and climate are linked, but not mentioned in the Economist article. Lets look at share of solar electricity in production in year 2025 China 11,1 % Germany 19 % Chile 25,2 % https://lowcarbonpower.org/region/People%27s_Republic_of_China https://lowcarbonpower.org/region/People%27s_Republic_of_Chi... https://lowcarbonpower.org/region/Germany https://lowcarbonpower.org/region/Germany https://lowcarbonpower.org/region/Chile https://lowcarbonpower.org/region/Chile Could China in coming decades reach German or Chile level of solar in electricity mix? As mentioned in the @solarchase.bsky.social post, in absolute numbers there is very large potential for increase in solar production in China. As is also very large potential for increase in non-solar production in China. How will the solar share evolve? https://www.reuters.com/business/energy/charting-chinas-evolving-primary-energy-mix-through-2060-2025-10-28/ https://www.reuters.com/business/energy/charting-chinas-evol...