I would not have guessed that cats kill more birds than collisions with building glass. But the wind turbine ratio seems about right.
![Rob Barnett @barnettenergy 1 year change in solar module prices: down about 30% vs. 1 year change in polysilicon prices (orange line): down about 80% #solar #energy #EFT #commodities #EnergyTransition #ESG Rob Barnett @barnettenergy 1 year change in solar module prices: down about 30% vs. 1 year change in polysilicon prices (orange line): down about 80% #solar #energy #EFT #commodities #EnergyTransition #ESG](https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9257877b-cd45-4a77-934e-261f6a38c82d_1144x1102.png)
My understanding is that in the US, the panels aren't even close to the majority of the total cost of a solar installation.
![M. Nolan Gray @mnolangray I know I talk about it a lot, but the California ADU building boom really is a historic shift in housing production. In 2013, ADUs were a fringe typology—today, they account for nearly one-in-five homes built in California. M. Nolan Gray @mnolangray I know I talk about it a lot, but the California ADU building boom really is a historic shift in housing production. In 2013, ADUs were a fringe typology—today, they account for nearly one-in-five homes built in California.](https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1858c2f1-5e9c-4352-a111-4e3ff3e32ee0_1154x1000.png)
This is really great, but I think it's also an indication that we are building too little housing overall, that 17% is about 20k ADUs. In a state that is currently behind it's targets by millions of units.
Threads
• A long thread about the question of how to exactly date the begining of WWII. There's reasonable reasons to select dates between 1931 and 1941. But there's a subtext: it's possible that WWIII has already begun.