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https://www.spglobal.com/marketintelligence/en/news-insights... ("US Interconnection Queues Analysis 2023")

https://www.eia.gov/todayinenergy/detail.php?id=55960 ("Renewable generation surpassed coal and nuclear in the U.S. electric power sector in 2022")

https://pv-magazine-usa.com/2022/11/02/u-s-to-deploy-550-gw-... ("U.S. to deploy 550 GW of new renewables by 2030")

China deployed more solar last year than total US solar generation capacity, so while work, it can be done.

https://www.reuters.com/business/energy/chinas-installed-sol... ("The country built in excess of 216 gigawatts (GW) of solar power this year, the data indicated, underscoring the scale and pace of China's solar build out.")

Currently, the U.S. PV manufacturing industry has the capacity to produce PV modules to meet nearly a third of US domestic demand.

https://www.energy.gov/eere/solar/solar-manufacturing



The second link is interesting since it covers actual generated energy. The others are kind of convoluted and need to be more clear on what the capacity measurement is since most renewables have significantly lower capacity factors than nuke, gas and coal.


Which is why the battery uptake mentioned in this piece is of note. It firms renewables and steals grid service revenue from thermal generators. Pulls the uptake trajectory of renewables closer to vertical.

Only one coal fired generator in the US is currently economical to run vs new renewables. You don’t have to match capacity factor, it’s about economics; if renewables can run often enough cheap enough, it makes other generators uneconomical even if they have superior capacity factors. It’s why nuclear is on life support in the US.

https://www.bloomberg.com/news/articles/2023-03-07/end-of-co... | https://archive.today/2owbd

https://www.theguardian.com/us-news/2023/jan/30/us-coal-more...


https://cleantechnica.com/2024/02/14/texas-shatters-own-sola... ("Texas Shatters Own Solar Power Record, Weird Political Situation Or Not")




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