Solar will get too cheap to connect to the power grid.

More so than crypto mining helping the grid, there will be more and more industries with high-electricity operating costs looking to use the cheapest, cleanest energy available. Colocating these high power users with the clean power plants helps create more demand for clean energy, without making interconnection queues worse or requiring more trans... See more

We have never seen energy technologies like solar and wind before. For the first time in history, we can manufacture the generation of energy. Once built, solar and wind equipment cost very little to operate. In other words, they are basically zero marginal cost electron sources.

It comes on top of more visible good news—the IEA said this weak that oil demand around the world is softening because of “surging” sales of electric vehicles. In China, demand for gasoline will peak this year or next and then decline sharply. Britain, where the coal era was born, will close it’s last coal-fired power plant at the end of this month... See more