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> So where is this 10GW electric supply going to come from

If the US petro-regime wasn't fighting against cheap energy sources this would be a rounding error in the country's solar deployment.

China deployed 277GW of solar in 2024 and is accelerating, having deployed 212GW in the first half of 2025. 10 GW could be a pebble in the road, but instead it will be a boulder.

Voters should be livid that their power bills are going up instead of plummeting.



Fyi capacity announced is very far from the real capacity when dealing with renewables. It's like saying that you bought a Ferrari so now you can drive at 300km/h on the road all of the time.

In mid latitudes, 1 GW of solar power produces around 5.5 GWh/day. So the "real" equivalent is a 0.23 GW gas or nuclear plant (even lower when accounting for storage losses).

But "China installed 63 GW-equivalent" of solar power is a bit less interesting, so we go for the fake figures ;-)


You think they don't know that too? You can bet they're investing heavily in grid-level storage too.


I was commenting the initial number announcement. And storage at this scale right now doesn't exist. The most common way, water reservoirs, requires hard-to-find sites that are typically in the Himalaya, so far away from the production place. And the environmental cost isn't pretty either.


I'm living in one of the most expensive electricity markets in the US. It has a lot more to do with the state shutting down cheap petro energy (natural gas) and nuclear then replacing it with... tbd.


How would that solar power a DC at night or on a cloudy day? Energy storage isn’t cheap.


In 2025 it’s cheaper to demolish an operating coal plant and replace it with solar and battery, and prices are still dropping.


Why aren't all these businesses doing that then?




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