[HN Gopher] Solar and Wind to Top Coal Power in US for First Tim...
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       Solar and Wind to Top Coal Power in US for First Time in 2024
        
       Author : goplayoutside
       Score  : 100 points
       Date   : 2023-12-16 19:29 UTC (3 hours ago)
        
 (HTM) web link (www.bloomberg.com)
 (TXT) w3m dump (www.bloomberg.com)
        
       | givemeethekeys wrote:
       | For those in the know: - Is the adoption of wind and solar
       | accelerating, or is it linear? - When do you expect 90%+
       | electricity generation from renewable sources (hydro, wind,
       | solar)? - Will it be cheaper than nuclear? Will we still need
       | nuclear?
       | 
       | Thanks!
        
         | aperson_hello wrote:
         | Accelerating and who knows - everyone is extraordinarily
         | terrible at making predictions about power generation. New
         | solar/wind capacity is already significantly cheaper than new
         | nuclear (and new plants of any sort other than natural gas),
         | but more expensive than running existing nuclear plants.
         | Nuclear is a great way to get stable base load capacity - while
         | wind and solar require significant storage to be used as base
         | load (because the wind doesn't always blow and the sun doesn't
         | always shine). We'll ultimately probably land on a mix of power
         | sources.
        
         | vlovich123 wrote:
         | It's been accelerating exponentially for a long time, but
         | generally seems to have taken over secondary energy sources
         | like biofuel more than displacing fossil fuels. Wind is roughly
         | the same price as nuclear & fossil fuels but solar is still
         | expensive. Costs continue to drop & solar bulls contend that it
         | will be cheaper in the long run although I'm skeptical that
         | nuclear couldn't compete (e.g. MSR or thorium reactors would be
         | much safer & thus cheaper to build reducing nuclear costs too).
         | Additionally, solar bulls conveniently ignore the costs of
         | batteries which complicate the economics by a lot & even
         | fission built today (where costs have been going up rather than
         | down because we don't build a lot of it) is much cheaper than
         | solar (even without batteries & blows battery-based solutions
         | out of the water).
         | 
         | The numbers just aren't positive for solar/wind helping us
         | reach net 0 by 2050. Also, grid energy isn't the only thing we
         | need to fix. For example, you can't power a commercial shipping
         | vessel off of solar / batteries. You'd need nuclear reactors
         | which would require a major social shift to make people
         | comfortable with it (& of course there are always risks but for
         | some reason spilling radioactive material into the ocean scares
         | people a lot but then they conveniently ignore how much fossil
         | fuels we spill into the ocean which creates waaaay more
         | ecological devastation).
         | 
         | Finally, it's the only tech we have right now that's energy
         | dense enough that we can divert excess capacity into efforts to
         | sequester excess carbon - we've already unlocked runaway
         | processes on Earth and sequestration, while insanely expensive,
         | is likely the only mechanism we have to try to undo the runaway
         | processes.
        
           | hgomersall wrote:
           | You make a lot of assertions here. Certainly your claims
           | about the cost of solar are not supported by IRENA:
           | https://www.irena.org/Publications/2023/Aug/Renewable-
           | Power-...
        
           | pydry wrote:
           | >Wind is roughly the same price as nuclear & fossil fuels but
           | solar is still expensive.
           | 
           | Its LCOE is roughly 5x lower than nuclear power:
           | 
           | https://www.evwind.es/2023/10/05/the-drop-in-the-lcoe-of-
           | sol...
           | 
           | >The numbers just aren't positive for solar/wind helping us
           | reach net 0 by 2050. Also, grid energy isn't the only thing
           | we need to fix. For example, you can't power a commercial
           | shipping vessel off of solar / batteries. You'd need nuclear
           | reactors
           | 
           | The cost of nuclear power as shown above is *enormous*. The
           | only reason it gets built at all is because it provides
           | economic support to the military for maintaining and building
           | nuclear arms:
           | 
           | https://www.theguardian.com/uk-
           | news/2017/oct/12/electricity-...
           | 
           | Or, in non-nuclear powers (like Sweden or Iran), to provide
           | the skills and industry to quickly _ramp up_ a fully fledged
           | nuclear program while still adhering to the NPT.
           | 
           | It's a shame because the money would be _far_ more
           | efficiently spent on solar and wind capacity and also because
           | nuclear weapons are, well, bad.
        
         | matthewdgreen wrote:
         | I'm not "in the know" but here is a fun chart showing 2023
         | solar PV adoption compared to past IEA predictions. You can
         | decide which function class you want to assign it to. (I did
         | not make this, see subsequent post in that thread for credit
         | and sources.)
         | https://ioc.exchange/@matthew_d_green/111505497033606507
        
           | burkaman wrote:
           | That chart is so funny. What will it take for the IEA to
           | consider changing their prediction model?
        
             | sgift wrote:
             | There's an "world energy outlook" once a year, here's the
             | one from 2023: https://www.iea.org/reports/world-energy-
             | outlook-2023
             | 
             | Haven't yet found the relevant chart, but since the one in
             | the image ends with WEO 2018: They probably already have.
        
           | toomuchtodo wrote:
           | Fun fact: we're deploying, on average, ~1.13GW of solar every
           | day globally _and that rate is accelerating_. China installed
           | more wind power this year than total UK generation capacity,
           | and more solar than total US solar generation. If you're not
           | paying attention, this transition will rocket past you.
        
         | jncfhnb wrote:
         | Accelerating. Unclear timelines but not soon. It is already
         | cheaper than nuclear. Energy should be priced using the
         | levelized cost of energy. Currently nuclear is way more
         | expensive than utility solar ( but not rooftop solar).
         | 
         | The need for nuclear is about base load and making use of space
         | and existing assets and what not.
        
         | ben_w wrote:
         | Acceleration; naively extrapolating the current growth rate
         | gets us to 100% in 2034-ish; it's already cheaper than nuclear;
         | we will probably _want_ nuclear, but don 't strictly _need_ it,
         | other base-load equivalents and load management options exist.
        
           | Ekaros wrote:
           | Cheaper as in it can fully replace nuclear and fully match
           | for demand for also extended periods of no wind, low
           | temperatures and high cloud cover? Without any use of fossil
           | fuels?
        
             | ben_w wrote:
             | Yes, using the current lifetime cost of batteries etc. to
             | cover when solar is unavailable, is currently cheaper than
             | nuclear.
             | 
             | (We could also in principle do this with a global power
             | grid, the maths says it's fine and surprisingly affordable
             | even if that grid needs extremely frequent total
             | replacement, but geopolitics will almost certainly kill
             | such an idea).
        
               | Ekaros wrote:
               | So why isn't production of new gas plants immediately
               | banned and all effort put to replacing them fully with
               | batteries? As it is cheaper and you won't need those gas
               | plants anymore.
        
               | ceejayoz wrote:
               | Because the system is managed by practical people with
               | multi-decade plans, not people trying to score a point in
               | an Internet argument.
        
               | ben_w wrote:
               | "Don't need" != "Don't want"; lots of marketing/lobbying
               | by companies/countries who do want (e.g. OPEC); also the
               | question was originally focussed on nuclear rather than
               | of gas -- nuclear is really expensive, gas isn't anything
               | like so expensive, you can _also_ do renewables + gas if
               | you like (and many do), or promise to get around to
               | shifting the gas in  "gas" to hydrogen which could come
               | from PV (something which other people are selling; while
               | I'm not sold on it, I'm not in a position to matter, only
               | one person is targeting me personally with the sales
               | pitch for hydrogen and I'm sure they'll pop up in this
               | thread soon enough...); also it's good to have a diverse
               | supply even when one of the options looks really
               | expensive, just so failures aren't correlated.
        
             | ceejayoz wrote:
             | How often is a region with an interconnected grid the size
             | of the USA completely lacking in wind, uniformly cold, and
             | overcast? (Among other things, clouds tend to _cause_ wind.
             | https://www.howitworksdaily.com/how-does-cloud-cover-
             | create-...)
        
           | sgift wrote:
           | We still need something which can make sure we have enough
           | energy for a https://en.wikipedia.org/wiki/Dunkelflaute, but
           | at least looking at all of Europe that seems to be manageable
           | with existing energy storage techniques (individual countries
           | have longer Dunkelflaute, but if e.g. there's one only in
           | Germany we can just import from Italy and vice versa)
           | 
           | (German wiki has more numbers)
        
             | oezi wrote:
             | We don't have to make sure we get to 0% all the time. We
             | need to reduce putting CO2 in the air. If we burn some Gas
             | in the winter it isn't the end of the world.
             | 
             | The focus must be on maximum climate impact per dollar.
        
         | Axsuul wrote:
         | With manufacturing coming back to the US, our energy needs will
         | likely be even greater even with accelerating adoption.
        
         | TomK32 wrote:
         | It's all down to politics. The German government practically
         | killed (predominantely East-) Germany's solar industry by
         | messing around with the Stromeinspeisungsgesetz and didn't
         | protect the local producers against the the Chinese ones who
         | still produce under questionable conditions...
         | http://large.stanford.edu/courses/2017/ph240/rojas1/
         | 
         | Will the current restart of the german solar panel producers
         | last? No one knows for sure.
        
         | jltsiren wrote:
         | Different regions are in different parts of the sigmoid curve.
         | In some places, the growth looks exponential. In other places,
         | the market is already saturated and new renewable capacity is
         | only built to meet increases in transmission/storage capacity
         | and demand for intermittent energy.
        
       | vlovich123 wrote:
       | That's all fine and good but I have not found any data supporting
       | this good news for net 0 efforts. We've been transitioning away
       | from coal power for a while but while the headline implies solar
       | & wind are the beneficiaries, natural gas has benefited much
       | more. While natural gas emits less CO2 than coal, it emits more
       | methane which if I recall correctly means that they're roughly
       | comparable (natural gas is better for local air quality).
        
         | aperson_hello wrote:
         | https://www.eia.gov/todayinenergy/detail.php?id=55719
         | 
         | Most new capacity is renewable (and it's been that way for
         | years). It's just that there was a whole bunch of natural gas
         | capacity built out over the 90s and 2000s that it'll take a
         | while before we see any significant reduction in natural gas
         | generation
        
         | jaidhyani wrote:
         | https://ourworldindata.org/renewable-energy
         | 
         | Quick stats for the US:
         | 
         | In 2022, 11.3% of energy was generated by renewables
         | (hydropower, solar, wind, geothermal, bioenergy, wave, and
         | tidal). It's been growing at just under 0.5pp/year since 2007,
         | when it was at 4.4%.
         | 
         | This is primarily driven by wind and solar. Wind power took off
         | around 2000, and in the years since has grown from 5.6TWh to
         | 434.3TWh in 2022. Solar power took off around 2011 and has
         | since grown from 1.82TWh to 205.1TWh. Hydropower remains the #2
         | renewable in the US, with a noisy-but-nondirectional generation
         | between 200TWh and 350TWh going back to the 60's, but solar
         | appears poised to overtake it by 2024. All other renewables
         | combined are holding steady or slightly dropping at ~75TWh
         | (though anecdotally there may be some large geothermal capacity
         | coming online in the medium-term future that would change
         | this).
         | 
         | Narrowing the focus from all-energy-generation (e.g. including
         | fuel) to specifically electricity, the US is currently
         | generating 22.3% of its electricity from renewables, a number
         | that has been steadily increasing at about 1pp/year since it
         | was 8.4% in 2007.
         | 
         | Naive extrapolation suggests we're about 75 years out from 100%
         | renewables for electricity, but of course there are reasons to
         | doubt that. For one, we've recently passed the tipping point
         | where renewables are just straightforwardly cheaper than other
         | sources of energy in many circumstances, and improvements in
         | technology and infrastructure will just continue to make this
         | true in more and more cases.
        
         | richardw wrote:
         | I think the first and second derivative, and causes thereof,
         | are crucial.
         | 
         | There are continuous improvements and price reductions to
         | renewables and storage, brought about by scale and innovation.
         | Those affect demand - the speed at which the flywheel ramps up.
         | Natural gas doesn't have anything like the same rate of change.
         | It's a relatively fixed technology with no ability to improve.
         | One graph is a curve pointing upwards, the other is a straight
         | line. The current state is not as important as the delta, and
         | sooner or later the curve beats the straight line.
         | 
         | At some point it becomes economically irrational to adopt
         | anything but the cheapest, easiest to deploy technology. The
         | only question is how long it takes to get there, and if it's
         | soon enough.
         | 
         | Sama, 2016:
         | 
         | "What's you number one piece of hiring advice?"
         | 
         | "Hire for slope, not Y-intercept. This is actually my number
         | one piece of life advice."
         | 
         | https://twitter.com/sama/status/792823320441786368?lang=en
        
       | riffraff wrote:
       | I think this has more to do with replacing coal with gas than
       | about the growth of renewables: coal production has been dropping
       | father than renewables have come online.
       | 
       | Still, good news anyway.
        
         | aperson_hello wrote:
         | Renewables have replaced roughly half of the coal production
         | decrease (and the other half is gas). Gas just had its growth
         | moment before renewables did.
         | 
         | https://www.eia.gov/todayinenergy/detail.php?id=55960
        
       | melling wrote:
       | This is because coal is dropping to 15%.
       | 
       | Here's a direct link to the EIA document:
       | 
       | https://www.eia.gov/outlooks/steo/pdf/steo_full.pdf
       | 
       | It says renewables already passed coal. Maybe I'm looking at the
       | wrong page?
        
       | defrost wrote:
       | We've very probably hit _global_ "peak coal" and looking at
       | future declining world use:
       | 
       |  _International Energy Agency Global Coal Report_ December 2023
       | (released Friday 15th December 2023)                   Global
       | coal production is forecast to have risen by 1.8% in 2023, with
       | continued growth in India, China and Indonesia more than
       | offsetting declines in the United States and the European Union.
       | Thus, 2023 marks another all-time high in global coal production,
       | totalling 8 741 Mt. [...]              For the forecast period,
       | we expect a net reduction in global coal production starting in
       | 2024, which would mean global coal production peaking in 2023 in
       | line with global coal demand.              Ongoing declines in
       | the United States and the European Union are likely to be
       | complemented by reduced production volumes in Indonesia, as
       | Chinese demand for seaborne thermal coal is likely to decrease.
       | The last bastion of remarkable growth in production is India,
       | serving the growing demand from its power sector.
       | Our model suggests that declines in other countries will more
       | than offset this growth, resulting in global production of 8 394
       | Mt in 2026.
       | 
       | https://www.iea.org/reports/coal-2023/supply
       | 
       |  _Global coal use to reach record high in 2023, energy agency
       | says_
       | 
       | https://www.aljazeera.com/news/2023/12/15/global-coal-use-to...
       | But the IEA noted that overall coal use is not expected to drop
       | until 2026, when the major expansion of renewable capacity in the
       | next three years should help lower usage by 2.3 percent compared
       | with 2023 levels, even with the absence of stronger clean energy
       | policies.
       | 
       | https://news.ycombinator.com/item?id=38652273
        
         | onlyrealcuzzo wrote:
         | People underestimate the RAPID pace wind and solar are making
         | on phasing out fossil fuels.
         | 
         | Carbon emissions have barely been growing while energy
         | consumption has been growing enormously over the last 10 years.
         | 
         | By 2030, carbon emissions could be substantially power. By 2050
         | it looks like it'll basically be a Brave New World in terms of
         | energy.
        
           | defrost wrote:
           | "barely been growing" is still growing - and a reversal of
           | the much needed drop that occurred during the pandemic years.
           | 
           | https://www.statista.com/statistics/276629/global-
           | co2-emissi...
           | 
           | There's still a lot of FUD about the need for change coming
           | from the major fossil fuel players who are _knowingly_
           | responsible for the current situation:                   Best
           | estimates show a total of 1,499 gigatons of global-warming-
           | exacerbating CO2 have been added to the Earth's atmosphere by
           | the actions of us humans since 1751, only 342 gigatons of
           | those were emitted up to 1964 -- 23 percent of the total
           | emissions during those 213 years, which was 80 percent per
           | cent of that full time frame.              On the other hand,
           | 1,157 gigatons were emitted between 1965 and 2015 -- that's
           | 77 percent of total emissions emitted during only the
           | remaining 20 percent of the period in question.
           | 
           | Again: 77 percent of total emissions have taken place since
           | fossil fuel companies became aware of what the dangers of
           | burning their products would be.                   "Instead
           | of using that knowledge to change their business practices,
           | or to alert the public or policymakers about what the dangers
           | of burning fossil fuels would be, they've doubled down on
           | their business models. They have funded climate obstruction
           | on every level from global to local."
           | 
           | https://www.theregister.com/2023/12/16/fossil_fuels_wildfire.
           | ..
        
       | bigtunacan wrote:
       | Honestly I'm starting to feel a bit alarmed by the growth of
       | solar energy. I live in Midwest farm country and solar farms are
       | just being built in place of food farms at a scary rate.
       | 
       | While I believe in the idea of cleaner renewable energy I'm
       | concerned if it comes at the price of a reduced food supply.
        
         | hgomersall wrote:
         | There's plenty of land for food and energy, we just have to eat
         | less meat.
        
           | Ekaros wrote:
           | And really we should optimize the land use in general. Single
           | family housing is also huge waste of energy. A few square
           | meters per person in massive shared places is enough to
           | survive. We could bulldoze all single family homes and then
           | fill the now vacant office spaces with bunk beds for more
           | sustainable living...
        
             | hgomersall wrote:
             | Who's advocating that? My point was in response to
             | unspecified concerns that I took to be that we wouldn't be
             | able to support the population if we have too much solar,
             | which is emphatically not true.
        
               | Ekaros wrote:
               | You were advocating for absolutely massive lowering of
               | living standards. As clearly eating less meat is making
               | live lot worse. I just took on myself to present next
               | logical and less bad step.
               | 
               | We do not need more than handful of square meters to
               | live. So as quality of life does not matter in this
               | conversation. We should explore next steps we can take to
               | save the planet. By getting rid of anything that is not
               | absolutely needed for survival.
        
               | hgomersall wrote:
               | I'm not advocating anything. I'm simply pointing out that
               | there's plenty of land for both solar and food, and
               | frankly that includes a decent quantity of meat. I expect
               | the consequences would be the price of meat might go up.
               | 
               | Moreover, why does eating less meat make living worse? I
               | daresay your view is not universally held.
        
               | Ekaros wrote:
               | So are you suggesting moving everyone to shared living
               | spaces is making living worse? I daresay your view is not
               | universally held either.
               | 
               | I expect the consequences be massive reduction in cost of
               | housing.
               | 
               | I'm simply pointing as valid alternative solution.
        
         | ceejayoz wrote:
         | We've got so much extra food we turn corn into ethanol for
         | fuel, and subsidize that whole process to win votes in the
         | Midwest. We'll be fine.
         | 
         | Sometimes we even pay people _not_ to farm.
         | https://www.washingtonpost.com/archive/politics/2006/07/02/f...
        
         | RobinL wrote:
         | I don't think that's much to worry about. The total energy
         | needs of the US could be met by putting solar panels on only a
         | small percentage of land, far smaller than what's needed for
         | agriculture. Furthermore in some cases the land can be dual use
        
           | jeffbee wrote:
           | Yeah people tend to overestimate the needs of solar power and
           | underestimate the extent of America. Take for example
           | California. It could very easily be powered by a PV
           | installation about the size of Edwards Air Force Base, which
           | is << 1% the extent of the state. Not every state is so
           | lucky, but there are grids.
           | 
           | If you sacrificed 10% of Nevada, which history shows we are
           | more than ready to do, that alone would quite easily power
           | America.
        
         | philips wrote:
         | A lot of productive cropland isn't used for food,
         | unfortunately. For example:
         | 
         | Approximately 45% of U.S. corn croplands are used for ethanol
         | production
         | 
         | https://www.ers.usda.gov/topics/crops/corn-and-other-feed-gr...
        
         | TomK32 wrote:
         | Just think of it as crop rotation on a 30-year span.
        
       | hermitcrab wrote:
       | We spent 3 weeks this year driving all over Florida ('the
       | sunshine state') and solar panels and wind turbines were pretty
       | much non-existent, as far as we could see. So where does this US
       | solar and wind power come from?
        
         | ceejayoz wrote:
         | Places where hurricanes won't wipe them out every few years.
         | 
         | Florida's grid is connected to sources as far west as Nebraska
         | and as far north as Canada.
         | https://en.wikipedia.org/wiki/Eastern_Interconnection
        
       | abtinf wrote:
       | How about in terms of power consumed?
       | 
       | When I was a kid, it was cheapest to use electricity at night,
       | because that's when industrial demand was reduced. Now, my rates
       | for electricity at night are significantly higher than during the
       | day, because power output collapses from solar.
        
         | jeffbee wrote:
         | Where is that? In California the highest cost hours are 4pm-9pm
         | in the summer.
        
           | lokar wrote:
           | in CA, that is when demand spikes (people come home and start
           | AC) and supply falls off from solar.
        
       | CrzyLngPwd wrote:
       | https://archive.is/9p3xZ
        
       | tomohawk wrote:
       | This is not a base load comparison, so not terribly meaningful.
        
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       (page generated 2023-12-16 23:00 UTC)