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19.10.26 - 21:42
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Geothermal Just Undercut Solar-Plus-Storage In Sunny Nevada (ZeroHedge)
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Geothermal Just Undercut Solar-Plus-Storage In Sunny Nevada
Geothermal has long been the clean, firm power source that was always a few breakthroughs away from being cheap enough to matter. Numbers buried in a Nevada utility filing suggest that day may have arrived.
Joel Edwards, co-founder and CTO of geothermal developer Zanskar, put it bluntly earlier this month: "to all the geothermal believers out there, the flippening has come."
to all the geothermal believers out there, the flippening has come in NV Energy's 2026 filing, 3 geothermal offers came in at $105–107/MWh, below the ~$114/MWh capacity-weighted average for 11 solar + bess offers in Nevada, of all the sunny places the 3 solar + bess projects NV Energy put forward in 2024 averaged ~$94/MWh, but this 2026 slate is pricier, e.g., Boulder Solar III's levelized price jumped from ~$85/MWh to ~$125/MWh after permitting delays, land carrying costs, higher financing costs, and, of course, big, bad tariffs. could geothermal pu...
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18.10.26 - 12:02
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See-Windparks wollen mit Einspeiseverzicht Geld verdienen (DPA-AFX)
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HAMBURG (dpa-AFX) - Betreiber von Windparks auf See drängen neuerdings auf den Markt für Regelreserve, die Schwankungen von Stromerzeugung und -verbrauch ausgleicht. Nach Einschätzung von Netzbetreibern und Versorgern können Windparks nach einer Qualifizierung ......
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16.10.26 - 14:42
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Beijing Tightens Grip On Solar Exports: Will Trump Play America′s Quartz Card? (ZeroHedge)
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Beijing Tightens Grip On Solar Exports: Will Trump Play America's Quartz Card?
Beijing's new restrictions on advanced solar technologies and equipment suggest the Trump-Xi meeting in Washington did little to ease trade tensions. The new measures aim to preserve China's technological advantage as the US and India expand domestic solar manufacturing. This reinforces ongoing concerns about critical materials, where Beijing has placed export controls on tungsten, germanium, gallium, and antimony.
Bloomberg cites a statement released by China's Ministry of Commerce earlier this morning announcing that it would add 12 solar-related technologies and core equipment to its export-control list, citing national security concerns. The changes form part of a broader revision covering 40 technologies, including AI and biopharmaceuticals.
"In recent years, the application of solar technology in sensitive fields such as aerospace, national defense, unmanned equipment, and high-security-level infrastructur...
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