There was some interesting discussion in the comments, but one thing I had not realized is that the lead time for utility scale solar is way shorter than for a coal plant. (3 years vs 6). I suppose it's not that surprising once you think about it, but it could mean that someone building a natural gas power plant has to look pretty far in the future to estimate competativeness with solar. While we're at it, residential batteries are starting to take off, SunRun is reporting a
Favorites November 7th 2023
Favorites November 7th 2023
Favorites November 7th 2023
There was some interesting discussion in the comments, but one thing I had not realized is that the lead time for utility scale solar is way shorter than for a coal plant. (3 years vs 6). I suppose it's not that surprising once you think about it, but it could mean that someone building a natural gas power plant has to look pretty far in the future to estimate competativeness with solar. While we're at it, residential batteries are starting to take off, SunRun is reporting a