alt Hacker NewsIn other news:
https://ourworldindata.org/profile/energy/united-states
In 2025 US produced from solar 388.82 TWh, from gas 1,807.34 TWh.
So solar has long way to grow to replace gas in US electricity production.
Replies
margalabargala • today at 5:17 PM
On the other hand.
Here we are reading about solar overtaking coal. Coal was producing more grid electricity than gas relatively recently, in 2015.
The rate of growth of solar-produced electricity is accelerating. Given another decade, there's every chance it can supplant gas as well.
That shift is going to happen a lot quicker than people expect, here's the expected 2026 US grid additions:
https://www.eia.gov/todayinenergy/detail.php?id=67205
- Solar: +87 TWh/year (assuming 23% capacity factor, lower end of US range)
- Gas: +9TWh/year (6.3GW new, 4.6GW retirements, higher end of US capacity factor of 60%) https://www.eia.gov/todayinenergy/detail.php?id=67206
This is in the face of massive growth for grid demand for the first time in decades, so the trend will accelerate.
New gas turbine manufacturing capacity is tapped out, causing new gas CapEx to get more expensive:
https://www.woodmac.com/press-releases/gas-turbine-prices-so...
Meanwhile solar and storage are continually plummeting in price.
So the current trend of approximately all new generation being renewables is going to accelerate. And then it will start eating into older, existing generation assets, causing early retirements of existing gas generation capacity.
Most investors think that any new gas generation built today will be a stranded asset long before its end of life. That doesn't matter to the hyperscalers, who run them so poorly and hard that the turbine shafts die in a few years and can afford it, but for regular utilities, buying any new gas generation is a boondoggle meant to soak the ratepayers and capture the guaranteed profit rate.
And the numbers above ignore residential solar, which will further lessen demand for gas, and as the cost of transmission and distribution soar on the grid, residential solar becomes an always better deal, because it skips all that.
The global cost-minimum for a future grid will have gas on it for maybe 20 more years, but not much after that. We'll switch to lots of storage and tons of over-capacity of solar and wind.