'Unstoppable force' of solar power propels world to 40% clean electricity
Exponential Growth of Solar
- Commenters highlight that solar has been the fastest‑growing source for ~20 years and now supplies ~7% of global electricity.
- Several argue growth has been close to exponential (~25%/year), with back‑of‑envelope doubling math suggesting very high shares within 10–15 years if trends continue.
- Others push back: rapid growth doesn’t prove sustained exponential behavior; panel prices have already fallen so far that future cost declines may be limited by labor/space, not modules.
Storage, Grid Integration, and Seasonality
- Many see storage as the key factor that will eventually turn exponential growth into an S‑curve.
- Optimists: storage is on its own sharp growth curve (especially batteries in China and California), is far simpler than fusion, and will benefit from heavy R&D and falling $/kWh.
- Skeptics: existing non‑hydro storage is still tiny; multi‑day/seasonal lulls and winter heating in northern regions remain unsolved at scale.
- Proposed solutions: overbuild solar 2–4×, use excess for hydrogen/industry, mix with wind, expand HVDC interconnections, use gas peakers for rare extremes, or retain some nuclear.
Economics and Electrification
- Broad agreement that solar and wind are now the cheapest new generation in many places, so economics—not climate policy—are driving adoption and replacement of aging fossil plants.
- Falling energy costs are expected to accelerate electrification (EVs, heat pumps, trucks), with discussion of Jevons paradox (higher efficiency increasing total demand).
- Debate over long‑term EV battery costs and degradation, but several note that fuel and maintenance savings dominate for high‑mileage use.
China’s Mixed Picture
- China is simultaneously adding enormous solar and battery capacity and building new coal plants.
- Coal is increasingly described as dispatchable/peaking capacity, with lower capacity factors and signs of plateauing or declining coal generation share.
- Several predict China will dominate grid storage and “green” technology manufacturing.
Land Use and Environmental Trade‑offs
- Strong disagreement over large ground‑mounted arrays: some call the imagery “disgusting” habitat loss; others argue impacts are modest compared to fossil extraction.
- Suggestions: prioritize rooftops and parking lots; use farmland/grassland with partial shading; and note that some big Chinese projects are over water or already altered landscapes.
Emissions vs. “Green Transition” Narrative
- Critics stress that global fossil energy use and CO₂ emissions are still at record highs; renewables have mostly been added on top of rising demand.
- Others point to slowing fossil growth, per‑capita declines in some regions, and argue that clean electricity growth is close to overtaking demand growth, potentially peaking emissions soon—though 1.5°C is widely seen as unrealistic.
Nuclear vs. Renewables
- Pro‑nuclear voices emphasize reliable power during long low‑sun/low‑wind periods and see storage as insufficient for weeks‑long events.
- Anti‑nuclear commenters focus on very high costs, long build times, cost overruns, catastrophic liability, and unresolved waste politics, arguing that a dollar spent on nuclear buys far less energy (and far later) than solar+storage.
Policy and Tariffs
- US tariffs on Chinese solar are seen by some as fossil‑fuel protectionism and self‑sabotage; others view them as targeted industrial policy paired with domestic incentives.
- There’s concern that US barriers will simply divert cheap Chinese panels to other countries, accelerating their transition instead.
Data and Definitions
- The 7% figure refers to solar’s share of electricity generation, not nameplate capacity, based on Ember’s electricity data.
- Commenters note that while nuclear output has grown slightly in absolute terms, its share of global electricity is at a multi‑decade low because total generation has grown faster.