David Roberts has a great post today about risk in power plants. While I did not go to business school, where I understand that the Alcoa business model is tonight early on, I am convinced that natural gas is “buying” long term ownership of baseload across America. What’s going to happen when all of the drillers want to increase their margin? What will stop them from slowing their productive wells until prices rise? Most of all, who is on the hook for the volatility of fuel costs? I’m a strong believer that solar most important energy/financial attribute is the almost non-existent volatility in pricing for many years forward.
News
- Grist: Wind and solar are much less financially risky than other power projects
- NPR: Should Homeowners With Solar Panels Pay To Maintain Electrical Grid?
- NY Times: Solar Rises in Malaysia During Trade Wars Over Panels
- Greentech Media: PJM’s Capacity Market Reforms Could ‘Erase Revenue Streams’ for Utility-Scale Solar
- Nasdaq: The Biggest Market in Solar Energy
- CleanTechnica: Solar & Wind Power Are Changing Net Load Shapes In California
- PV Solar Report: USSMI 2014: The Storage Horizon, ITC Cliff, Solar Policy Battlegrounds
- World Coal: Solar power at mine sites: mitigating the risks
Opinions
Have a great day!
Yann