Comments
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GRW&S are intermittent peak requiring redundant base load capy. Return on W&S only diminishes the payback on base load. ROA on W&S must be calc’d vs incremental base load cost. Low or no ROA on W&S.
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AGLearned a lot! Thanks!
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JCReliability of electric supply is still with the legacy generators as they provide capacity regardless of weather. Diversity and storage assist however reliability is not yet properly priced.
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MD2/2 So you can't really compare a solar plant to a nuke (in nominal terms), b/c the nuke runs 7,500+ hours per year and has therefore a much larger energy output (per nominal installed capacity).
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MD@Will 1/2: Solar output is quoted as peak output. Depending on location (north germany vs chile) a typical solar plant will have something like 800-2500 operating hours per year.
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DPWhat still amazes me is that energy storage is still so underestimated/misunderstood. There is one company that really are attacking this issue and are still flying under the 'analyst' radar. TSLA!
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GWSadly we were time-constrained. I'm looking forward to having Gregor back again to continue the discussion soon. So much more ground to cover...
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spNo Discussion of how our grids, as they are structured today, are woefully inadequate at handling wild fluctuations in power throughput caused by renewables making it incompatible for large scale?
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SSThe energy companies run the world both in terms of product and money. I'm not betting against oil and natural gas anytime soon. It takes oil to manufacture all the other technologies & products.
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AE2/2 No mention of physical & psychological damage to humans living near wind farms. Renewables kill system reliability precisely when reliability needed. Don't see FF going away just yet, if ever!
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AE1/2 Massive solar = massive subsidies. No mention of environmental destruction re solar make, never mind massive disruption of natural areas swallowed by solar farms. No mention of massive bird kills.
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CHBah. No mention of US Natural Gas, White House anti-oil bias. No mention of the other uses of oil - like this keyboard I am using. Not even a mention of Saudi, Russia? He is no Yergin or Friedman. :(
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MASuper. More and longer please!
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GS(Part 2/2). How about charging electric cars when prices are cheap? Push down temperatures a little lower in freezers. I could imagine so many cases where demand could be smoothed!
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GS(Part 1/2) Very interesting, but I'm a little bit disappointed at the "only storage" view point. I don't know how liberal the markets are, but how about making the grid smarter?
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RGIf the U.S. scales back subsidies for solar energy, end users that essentially "rent" the solar panels will see sharp interest rate increases. J.P. Morgan and Goldman Sachs can't wait!
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TPNice insight into the energy market. I didn't know solar and wind are complementary.
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dbNice job Gregor.
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wwAlso wonder who will get stuck w/ losses incurred by legacy elec generators if & as per kwh prices get pushed down quite a bit from the renewables prices heading (@ least temporarily) toward zero?
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wwinteresting, iconoclastic insights - i LIKE it! Am wondering whether the quoted solar plant output capacities are 'nominal' (peak), or 'average' (presumably over operating period of x hours /day?)