Jesse Peltan @JessePeltan Twitter profile | Pikagi

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Jesse Peltan

@JessePeltan

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On a mission to build Type 1 Civilization and restore the biosphere

Joined May 2019

Don't wanna be here? Send us removal request.

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@JessePeltan

Jesse Peltan

6 months

I don't think people appreciate the dimensions solar is improving in. Conversion efficiency isn't the full story. Yes, conversion efficiency doubled (~10% -> 20%) in the last 20 years, but silicon use per watt fell by 87%! (16g/W -> 2g/W) Longi now has cells that use just half

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@SolarInMASS

Commercial Solar Guy

6 months

@solar_chase Did you see the super thin cell from @longi_solar - 57 μm. Think that type of product might scale? Last I heard, thin cells would break often with current machines.

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@JessePeltan

Jesse Peltan

5 months

If God wanted us to build Type 1 Civilization, he would have: 1. put a giant fusion reactor in the sky (emitting blackbody radiation around 5800 K) 2. made 28% of Earth's crust out of a semiconductor with a matching bandgap (~1.1 eV or so) 3. filled the oceans with an alkali

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@JessePeltan

Jesse Peltan

5 months

While you're arguing about: "The Sun doesn't shine at night" "Nuclear's too expensive" "We can't make that many batteries" China is: - building more solar than the rest of the world combined - building more nuclear than the rest of the world combined - building more batteries

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@JessePeltan

Jesse Peltan

3 years

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@JessePeltan

Jesse Peltan

5 months

Even the "experts" don't understand the implications of batteries this cheap. CATL has LFP cells for <$60/kWh now. You're already within a few feet of a battery at all times. Batteries will be ubiquitous.

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@JessePeltan

Jesse Peltan

7 months

@stan_okl Maybe even put commercial spaces on the first level so people can walk to work or the gym or to get food It could change everything

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@JessePeltan

Jesse Peltan

3 months

England has more than enough beds! There are >10 million beds occupied by a single person that could sleep 2 or even 3! And those beds are typically only used for 8 hours a day! If we sleep in shifts, we could triple capacity! (or we could just let people build houses)

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@AlecStapp

Alec Stapp

3 months

New degrowther idea just dropped in the UK: Instead of making it legal to build more housing, they're just gonna... checks notes... reallocate the spare bedrooms in "under-occupied" houses.

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@JessePeltan

Jesse Peltan

5 months

Solar panels got cheaper. Plastic fence didn't.

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@JessePeltan

Jesse Peltan

4 years

Every citadel needs a #BitcoinHotTub . Few understand this. #Bitcoin #SPA256 #BraiinsOS @slush_pool @BITMAINtech @alexa99

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@JessePeltan

Jesse Peltan

6 months

Lots of people know that batteries make solar more valuable, but most people don't know that batteries make solar cheaper. How is that possible? Don't batteries add costs? Batteries cost money, but so do transformers, inverters, power lines, etc. Batteries lower the costs of

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@JessePeltan

Jesse Peltan

5 months

@apurvawin To share the good news

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@JessePeltan

Jesse Peltan

6 months

If renewables are so cheap, why are electricity prices going up? As many (like @duncan__c ) have pointed out, electricity generation is actually getting cheaper but delivering that electricity is getting more expensive. Increased delivery costs are often attributed to

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@JessePeltan

Jesse Peltan

4 months

The world is greatly underestimating the impact solar will have in the next 20 years. Everybody got it wrong for the last 20 years, and current projections are just as off base. Solar is rapidly improving in every relevant metric. Complementary technologies (like batteries) are

@JessePeltan

Jesse Peltan

6 months

I don't think people appreciate the dimensions solar is improving in. Conversion efficiency isn't the full story. Yes, conversion efficiency doubled (~10% -> 20%) in the last 20 years, but silicon use per watt fell by 87%! (16g/W -> 2g/W) Longi now has cells that use just half

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@JessePeltan

Jesse Peltan

5 months

Solar has continuously fallen in price following scaling laws for half a century. I'm sorry. I just don't buy that anybody can look at the data and in good faith conclude "solar is all subsidies" Tell me. What has a bigger impact? - a 30% tax credit in one country - the 19

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@JessePeltan

Jesse Peltan

5 months

People are consistently underestimating growth in solar and batteries. 7.9 TWh is enough to store the full daily production of over 1 TW of solar. The world will soon be able to add multiple terawatts of solar + storage every year. Demand for batteries is extremely elastic. As

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@colinmckerrache

Colin Mckerracher

@colinmckerrache

5 months

BNEF is tracking a combined 7.9 TWh of lithium-ion battery manufacturing capacity announced for the end of 2025. BNEF's expected demand in 2025: 1.6 TWh across all segments.

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@JessePeltan

Jesse Peltan

4 months

I think people fail to appreciate just how much stronger solar resources are in the U.S. vs Europe. The Northeast is like Italy. You have to go all the way to Alaska to get solar like Northern Europe. We have some of the best solar resources in the world. Just look at the

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@JessePeltan

Jesse Peltan

6 months

Solar panels may be flat, but their electricity production isn't.

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@JessePeltan

Jesse Peltan

4 months

It turns out that batteries actually contain a very high concentration of battery materials, about 100%

@tsrandall

Tom Randall

4 months

Redwood is currently recycling batteries at a rate of of 20 GWh/year. That's an extraordinary amount —more than some analysts thought would even be available in the US for a few more years. But it's just a shadow of what's to come 4/

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@JessePeltan

Jesse Peltan

3 months

"The age of electricity and of copper will be short. At the intense rate of production that must come, the copper supply of the world will last hardly a score of years ...Our civilization based on electrical power will dwindle and die." Ira Joralemon “copper mining expert”- 1924

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@JohnLeePettim13

John Lee Pettimore

@JohnLeePettim13

3 months

A normal Honda Accord needs about 40 pounds of copper. The same battery electric Accord needs 200 pounds. Onshore wind turbines require about 10 tons of copper, and offshore approx. 20 tons. The world will need to mine 115% more copper than has been mined in all human history

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@JessePeltan

Jesse Peltan

5 months

“Batteries are bad” is not a good argument for nuclear. Batteries are cheap, getting cheaper, and scaling rapidly. The argument is wrong from fundamentals and it’s becoming increasingly absurd in the face of mounting empirical evidence. “A 1 GW nuclear reactor produces 2 GW of

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@JessePeltan

Jesse Peltan

4 months

The "recycling doesn't work" people really need to learn the difference between plastics recycling and metals recycling. We get half of our steel from recycled scrap in the U.S. It takes less energy to recycle metals than to refine new ore. That saves money. That's why we do

@tsrandall

Tom Randall

4 months

Redwood is currently recycling batteries at a rate of of 20 GWh/year. That's an extraordinary amount —more than some analysts thought would even be available in the US for a few more years. But it's just a shadow of what's to come 4/

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@JessePeltan

Jesse Peltan

3 months

The grid needs a lot of batteries, even if we never built a single wind turbine or solar panel. Batteries smooth out demand and improve utilization for generators and grid infrastructure. It's not solar and wind that's driving current battery deployments, it's falling battery

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@JessePeltan

Jesse Peltan

5 months

If you're confused about solar and don't see the value, I made this diagram. I hope it helps ❤️

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@JessePeltan

Jesse Peltan

4 months

The "renewables bad" crowd love to point to California's high electricity prices, but they never seem to mention Iowa, South Dakota, Kansas, Oklahoma, or New Mexico. That might be because the top 5 states for wind and solar all have electricity cheaper than the national average.

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@JessePeltan

Jesse Peltan

26 days

People have the wrong impression about virtual power plants (VPPs). VPPs don't just aggregate small resources to virtually recreate a power plant or make something that's "virtually" as good as a power plant. VPPs are way cooler than that. Centralized power plants rely on

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@JessePeltan

Jesse Peltan

6 months

If renewables are so cheap, why are electricity prices going up? As many (like @duncan__c ) have pointed out, electricity generation is actually getting cheaper but delivering that electricity is getting more expensive. Increased delivery costs are often attributed to

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@JessePeltan

Jesse Peltan

5 months

How to save energy: ⚡️ Take 1 less hot shower 🚿 - 2 kWh Take 1 less flight ✈️ - 200 kWh Harness 1% of Earth's solar resource ☀️ - 15,000,000,000,000,000 kWh/year Every little bit helps ❤️

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@JessePeltan

Jesse Peltan

27 days

By the end of the decade, "solar" is going to mean "solar + battery" by default. Batteries increase the value of electricity produced and improve utilization of other system components. The cheapest place to put a battery is where you're already installing solar (or vice versa).

@EIAgov

EIA

1 month

In April 2024, more than 50% of residential #solar PV installations were paired with #batterystorage . When we started collecting this data in Oct. 2023, the figure was just over 20%.

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@JessePeltan

Jesse Peltan

5 months

We should use more concrete - not less. Concrete is a foundational pillar of civilization. It's also an easy answer to "hard to abate" emissions. Concrete is about 8% of global emissions, but we could make it negative 4%. (or even more if we use more concrete) Concrete

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@JessePeltan

Jesse Peltan

3 months

If coal plants had to meet nuclear plant regulations, we would have exactly zero coal plants.

@AlecStapp

Alec Stapp

3 months

Fear of nuclear power has led to a lot of unnecessary deaths from air pollution.

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@JessePeltan

Jesse Peltan

4 months

I see a lot of posts about how hydrogen is "inefficient." It's important to specify what process we're talking about. Production of hydrogen through electrolysis has an energy efficiency of ~80-90%. If you burn that hydrogen in a gas turbine, that process is ~40-60% efficient.

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@JessePeltan

Jesse Peltan

5 months

@jamesgiammona Yeah that would be insane. If the supply chain we needed to harness the power of the Sun could also be used to augment human intelligence…

@JessePeltan

Jesse Peltan

7 months

Computing's silicon demand kickstarted the solar supply chain It's time to close the loop. - 173,000 terawatts of sunlight above - 5 kilometers of silicon below Solar powered silicon refining, manufacturing, and compute unlocks Type 1 Civilization

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@JessePeltan

Jesse Peltan

3 months

The only thing standing between humanity and abundant 24/7 fusion energy is building more of these things

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@JessePeltan

Jesse Peltan

4 months

The duck curve is a 2010’s problem. By 2030, all solar will be solar + battery. It’s time to start focusing more on seasonal supply/demand mismatches. Batteries have daily storage covered.

@grid_status

Grid Status

4 months

In 2024, natural gas generation on an average April day in California hit a 7-year low. This is a significant trend reversal from what we saw from 2021 to 2023 in CAISO.

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@JessePeltan

Jesse Peltan

3 months

Fusion powered SMRs are scaling faster than any other source of electricity in history. (Small Modular Receiver)

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@yo_ean

Jan E

7 months

Introducing the SMR: The Small Modular Receiver.

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@JessePeltan

Jesse Peltan

5 months

Have you ever considered that maybe.. just maybe... China covering entire mountains in solar panels has nothing to do with appeasing western environmentalists?

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@JessePeltan

Jesse Peltan

22 days

Please stop equating batteries with wind and solar. Batteries are just as useful for smoothing out variable demand as they are for variable supply. Colocating batteries with variable demands improves utilization for all generators, nuclear, gas, and coal included. Smoothing

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@JessePeltan

Jesse Peltan

4 months

Grid scale battery storage is not "battery backup." Batteries are active assets that improve the utilization of other parts of the grid. An hour of battery storage at the level of a few percent of peak demand can provide ancillary services that free up thermal generation to

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@JessePeltan

Jesse Peltan

5 months

A single factory will produce enough solar panels to meet peak electricity demand in Texas ... EVERY 18 MONTHS We cannot afford to put our hands over our eyes and pretend solar doesn't work. We need to be manufacturing and installing solar at scale - yesterday. Earth's solar

@pvmagazine

pv magazine

5 months

Chinese PV Industry Brief: JinkoSolar breaks ground on 56 GW solar factory: JinkoSolar has broken ground on a 56 GW PV panel factory in China's Shanxi province. It says the new facility will be… #Markets #ModulesUpstreamManufacturing #TechnologyandRD

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@JessePeltan

Jesse Peltan

4 months

~$2.40/sqft for solar panels in bulk Solar will be everywhere working in the background

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@DanielleFong

Danielle Fong 🏴‍☠️

4 months

can hardly believe how cheap the pricing is for solar panels. for like $80 (in bulk) you can get a 2.4m x 1.3m bifacial panel that's 665 W peak. solar walls / fences economical? 👀

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@JessePeltan

Jesse Peltan

5 months

So called "petroleum" or "rock oil" is a SCAM. Oil comes from WHALES. More whale oil is wasted in lamps by people writing letters about fantasy "rock oil" than will ever be produced from ROCKS. Rocks just don't have the OIL DENSITY. A whale is 50% OIL! Rocks are at most 1%!

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@JessePeltan

Jesse Peltan

1 month

The thing that is truly absurd is that we are having to scale solar using fossil fuels. >90% of the energy used to make solar panels is electricity. In a sane world, we would have continued to scale nuclear and would now be leveraging that energy to manufacture solar at massive

@LouisAnslow

Louis Anslow

1 month

This isn’t something to celebrate. Nuclear has energy density of 3,900,000 MJ/kg. It should be number 1. That it isn’t was a choice.

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@JessePeltan

Jesse Peltan

5 months

"oh no, China is DUMPING all these solar panels and batteries!" Like, you think China has all these secret hidden subsidies so that they're losing tons of money on every unit and your "solution" is that we should NOT buy them?

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@JessePeltan

Jesse Peltan

5 months

Guys. At this point it's completely absurd to predict that solar's growth is suddenly going to level off. You would need extraordinary evidence to justify an abrupt end to this half a century long trend. Every year forecasters use some completely solvable roadblock to justify

@AukeHoekstra

AukeHoekstra

11 months

Nice "new" visualization of solar growth versus predictions ;-) ht @baumanns

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@JessePeltan

Jesse Peltan

4 months

The world is just beginning to see solar’s potential. A lot of people didn’t see coal coming when it was mined by hand and carted by horses. The supply chain for solar is already mostly powered by electricity. That electricity is increasingly coming from solar. Cheap solar

@JessePeltan

Jesse Peltan

6 months

The turning point in the Industrial Revolution was not when we started mining coal. It's when we started mining coal - with coal. Carting coal with horses wasn't a huge leap forward from carting wood. Coal-powered railways and coal-powered mining created the feedback loop that

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@JessePeltan

Jesse Peltan

5 months

Who would win?

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@JessePeltan

Jesse Peltan

5 months

Solar panels got cheaper. Plastic fence didn't.

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@JessePeltan

Jesse Peltan

1 month

You can't solve power reliability with centralized generation. It doesn't matter how many gas fired turbines you have if they can't deliver power to homes. We have two options - underground power lines - distributed generation & storage Undergrounding lines is expensive, but

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@douglewinenergy

Doug Lewin

@douglewinenergy

2 months

Over 5 million Texans are without power as #HurricaneBeryl moves through the Houston area. Restoration will take many days & high temperatures will be in the 90's throughout the week. Today's scheduled #txlege hearing on the progress of utility resiliency plans was canceled.

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@JessePeltan

Jesse Peltan

6 months

China doubles electricity generation every decade. We used to do this. We still can. It's high time to build.

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@JessePeltan

Jesse Peltan

5 months

@galu822 We are here to save the ants, squid, and all other life from the expansion of the Sun

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@JessePeltan

Jesse Peltan

4 months

"Electricity is only 13% of primary energy!" Okay, but 38% of primary energy goes to - making electricity. If you want to talk in terms of primary energy, you have to look at the energy that goes into generators. That's what primary energy means - energy before conversion

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@JessePeltan

Jesse Peltan

4 months

Primary energy is wrong, but not how you think. Primary energy gets criticized because it doesn’t take into account the losses that occur when converting and delivering energy. This makes fossil fuels look like they do more work than they really do because most of that energy

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@JessePeltan

Jesse Peltan

5 months

A 5% improvement in farm yields could spare 2x as much land as getting rid of every: - city - home - mine - factory - road ...combined To feed 8 billion people and restore the biosphere, we need to embrace modern science.

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@simonmaechling

Simon Maechling

@simonmaechling

5 months

Increased Yields = Efficient farmland use. Reduced need for deforestation and, conversion of natural habitats into agricultural land. ⬆ Efficiency. ⬆ Food security. ⬆ Economic development. ⬆ Environmental conservation. Which do you prefer?

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@JessePeltan

Jesse Peltan

5 months

@JomauxJulien Vertical south facing is especially helpful for winter Useful production even at northern latitudes

@HelmPeter

Peter Helm 🇺🇦🇮🇱

5 months

Der senkrechte Süd-Zaun bringt im Winter, bei tierstehender Sonne, besonders viel. Im Sommer bei senkrechter Sonne entsprechend weniger, daher die fast horizontale Ertragslinie, die meinem Bedarf entgegen kommt. Bei 45° Neigung der Süd-PV wäre der Januar 15% schwächer,

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@JessePeltan

Jesse Peltan

5 months

Everybody name your favorite rare earth element in silicon solar panels or lithium ion batteries. I'll go first. Oh wait... There aren't any.

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@JessePeltan

Jesse Peltan

5 months

I've suddenly become extremely concerned about pumping water around to make stuff

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@JessePeltan

Jesse Peltan

1 month

From: "we could never make that many solar panels" To: "how are we going to use all these solar panels??"

@MLiebreich

Michael Liebreich

1 month

By 2025 there will be 2TW of annual PV manufacturing capacity, 80% in China. That's enough panels to meet an additional 9% of global power demand. Will we see 1TWh of annual installations and shockwaves across the economy, or bankrupt PV manufacturers?

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@JessePeltan

Jesse Peltan

5 months

The age of "coal" is a fantasy! Coal is mined with pickaxes made from WOOD, in mines lit with wooden torches, transported on wooden wagons, to be burned in wooden homes. It takes 4 trees to mine just 1 pound of coal! They will tell you fairytales of "coal powered machinery"

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@JessePeltan

Jesse Peltan

4 months

"EVs are too heavy"

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@JessePeltan

Jesse Peltan

3 years

Methane from cows is not a problem. The US is missing 60 MILLION bison. The idea that a healthy ecosystem doesn’t have large ruminants (which produce methane) is clearly ecologically false. BRING BACK THE BISON 🦬

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@JessePeltan

Jesse Peltan

1 month

If you let people make money by installing batteries, they will install batteries. Real time markets are a great way to do that.

@scienceisstrat1

Science Is Strategic

@scienceisstrat1

1 month

Texas is also leading the U.S. in battery energy storage 🔋🔌

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@JessePeltan

Jesse Peltan

5 months

Guys. Batteries are <$60/kWh now. Why would anybody want a vehicle that you can’t fill up at home?

@Rainmaker1973

Massimo

5 months

The NAMX HUV is a hydrogen-powered SUV featuring a removable hydrogen capsule system. [📹 RoCars]

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@JessePeltan

Jesse Peltan

4 months

Primary energy is wrong, but not how you think. Primary energy gets criticized because it doesn’t take into account the losses that occur when converting and delivering energy. This makes fossil fuels look like they do more work than they really do because most of that energy

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@JessePeltan

Jesse Peltan

6 months

This is a big reason why EVs are more efficient than gas vehicles, but it's not even the full story. That 80% loss with a gasoline vehicle doesn't just disappear. You have to actively remove it. A gas vehicle delivering 100 kW (134 horsepower) to the wheels has to get rid of

@robinsonmeyer

Robinson Meyer

6 months

That’s fine in the short run, because even if you ran your car off a 100% natural gas grid, you’d still cut your carbon pollution roughly in half compared to a gasoline car. And in the long run the bulk of new electricity will come from lower carbon sources. Don’t worry about it

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@JessePeltan

Jesse Peltan

4 months

I see a lot of environmentalists arguing that we need to stop flying planes. That's throwing the baby out with the bathwater. If jet fuel were free, or twice as expensive, it really wouldn't make that much of an impact on the cost of flying. Synthetic fuels are expensive, but

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@JessePeltan

Jesse Peltan

4 months

We use less energy now to make a kilo of silicon. Each kilo of silicon makes more square meters of solar cells. Each square meter of cells makes more power. Each watt of power provides more energy. (panel longevity improvements) Solar has made massive strides across the

@wang_seaver

Seaver Wang

1 year

Mariutti challenges the idea that manufacturers could have managed to achieve far higher silicon purity while reducing energy demand, but this is indeed what has happened over the past two decades, helped by economies of vast scale (and material efficiency).

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@JessePeltan

Jesse Peltan

1 month

The reason to move beyond fossil fuels is so that energy can be more abundant, not less.

@elidourado

Eli Dourado

1 month

Sources that are orders of magnitude more abundant than fossil fuels: Fission Geothermal Fusion Solar (which is fusion with gravitational confinement and solid state conversion) Let’s perfect and scale these four and build a future that looks like the future.

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@JessePeltan

Jesse Peltan

4 months

A lot of people compare small modular reactors (SMRs) to solar and batteries. We made them cheap by producing them repeatedly at scale. But, solar panels didn't get cheap by chopping them up into smaller pieces to make the same total. We exponentially scaled module production.

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@JessePeltan

Jesse Peltan

4 months

China is building more nuclear than the rest of the world combined. China is building even more solar than nuclear. China is building coal capacity, but coal is declining as a percentage of total generation. These are all smart choices. We should be doing the same. (but with

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@JessePeltan

Jesse Peltan

5 months

While you're arguing about: "The Sun doesn't shine at night" "Nuclear's too expensive" "We can't make that many batteries" China is: - building more solar than the rest of the world combined - building more nuclear than the rest of the world combined - building more batteries

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@JessePeltan

Jesse Peltan

5 months

“A solar fence! Ridiculous! Solar panels need to be pointed at the Sun!” Solar haters seem to be acutely aware that the Sun goes down, but unaware that it moves as it does that. East/west bifacial captures the morning and evening Sun. North/south captures the winter Sun.

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@JessePeltan

Jesse Peltan

5 months

Solar panels got cheaper. Plastic fence didn't.

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@JessePeltan

Jesse Peltan

26 days

Is solar in the U.S. really "heavily subsidized" when the cost after subsidies is twice what it is in the rest of the "developed" world? Sure, we spend a lot on subsidies. Our 30% tax credit is more than the total cost in many other countries, but that tax credit comes after

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@JessePeltan

Jesse Peltan

4 months

@AlecStapp If we zoom out, all countries are low-energy. Let's change that.

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@JessePeltan

Jesse Peltan

4 months

We’re seeing a trend in solar fences because solar panels are as cheap as regular building materials now. Soon we’ll see the same trend in wall claddings. Solar will be ubiquitous. It won’t provide 100% of electricity in every region, but it will be passively working in the

@JessePeltan

Jesse Peltan

5 months

Who would win?

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@JessePeltan

Jesse Peltan

5 months

The idea that we would build more nuclear if only we didn't have all this solar is so out of touch with reality. Solar is not holding nuclear back. Solar helps nuclear. 1. Nuclear capacity leveled off in the 90's, decades before we had solar of any significance. 2. Nuclear

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@JessePeltan

Jesse Peltan

5 months

Please stop saying "we need more baseload" when you mean to say "we need more on-demand generation" No grid has a problem meeting base load. It's literally the minimum amount of load the grid experiences. Some grids have a problem meeting peak load. (the maximum about of load

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@JessePeltan

Jesse Peltan

4 months

Half the world’s energy use is for industry. Let’s put the most energy intensive industries where energy is most abundant - Texas.

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@clawrence

Craig Lawrence

4 months

Texas should just declare that it's mission is to have the lowest cost, cleanest, and most reliable electricity on the planet. Build the crap out of the grid - transmission and distribution. Stop pitting fossil fuels against renewables and nuclear against everyone. Just build

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@JessePeltan

Jesse Peltan

6 months

Lots of people are calling for homes with fewer windows to reduce energy use. They're wrong. Windows are solar panels! They're solar thermal, like solar hot water panels. Windows let sunlight inside where it heats up your home. You can selectively shade them to let the winter

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@JessePeltan

Jesse Peltan

27 days

When China started producing solar panels, coal supplied ~80% of nationwide generation. Now it's ~60% As more fossil-free generation gets installed, the carbon intensity of manufacturing falls. Every successive generation of panels has a lower emissions intensity than the

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@JessePeltan

Jesse Peltan

1 month

The thing that is truly absurd is that we are having to scale solar using fossil fuels. >90% of the energy used to make solar panels is electricity. In a sane world, we would have continued to scale nuclear and would now be leveraging that energy to manufacture solar at massive

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@JessePeltan

Jesse Peltan

5 months

To put this in context, it takes ~0.8 kWh to desalinate 100 gallons of water. It only takes 0.8 square meters of solar panels (~8.6 square feet) to generate that much electricity on a daily basis. We can have abundant clean drinking water for everybody. We just need to build.

@Sammy_Roth

Sammy Roth

5 months

Heart-wrenching @latimes reporting from the Navajo Nation, where many Indigenous families lack access to clean drinking water even as big-city houses and massive cattle farms suck the Colorado River dry. This graphic by @lamarr_lemee tells the story well.

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@JessePeltan

Jesse Peltan

5 months

(you can make batteries with both by the way)

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@JessePeltan

Jesse Peltan

5 months

Amazing how fast we went from: "We'll never make that many batteries!" to: "Where are we going to put all these batteries!?!?"

@AukeHoekstra

AukeHoekstra

5 months

OVERsupply for lithium batteries is looming! It will bring battery prices down, helping the transition to EVs and clean energy, but create headaches for the lithium industry Let me give some perspective, showing the long term trend is clear and e.g. @Toyota should be ashamed 🧵

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@JessePeltan

Jesse Peltan

3 months

The key to building a clean energy system is the part where you let people build a clean energy system.

@SteveRattner

Steven Rattner

3 months

"When the latest batch of solar plants come on line, Texas will have added more solar capacity per capita in a single year than any US state and any country in the world... Almost overnight, a state synonymous with dirty fuels has become America’s clean energy giant." cc: @FT

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@JessePeltan

Jesse Peltan

5 months

these wind turbines are taking up ALL of the land 😡 where are we going to find space for the cows? 🐄 😭

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@JessePeltan

Jesse Peltan

3 months

Pretty amazing how fast we went from “It’s not going to happen” to “It’s not happening yet” to “It’s not happing that fast” Guess what comes next.

@JessePeltan

Jesse Peltan

3 months

U.S. fossil generation is down 16% from its peak in 2007.

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@JessePeltan

Jesse Peltan

5 months

1,000 kWh ≈ $1,000 GDP Harnessing just 1% of the energy in Earth's sunlight will transform the world more dramatically than the Industrial Revolution. The original version of this chart from @OurWorldInData is a great illustration of the transformative power of energy. I've

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@JessePeltan

Jesse Peltan

5 months

If God wanted us to build Type 1 Civilization, he would have: 1. put a giant fusion reactor in the sky (emitting blackbody radiation around 5800 K) 2. made 28% of Earth's crust out of a semiconductor with a matching bandgap (~1.1 eV or so) 3. filled the oceans with an alkali

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@JessePeltan

Jesse Peltan

3 months

The world is building solar for energy abundance. Solving climate change will be a side effect.

@AukeHoekstra

AukeHoekstra

3 months

This is the kind of picture that gives me hope: Texas is a climate leader, even though its politicians denounce it. That's because it simply makes economic sense by now and will increasingly do so. Same reason Trump could not change the demise of coal.

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@JessePeltan

Jesse Peltan

3 years

I plugged in the AC but my house keeps getting hotter???? help

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@WashTimes

The Washington Times

3 years

White House pitches multitrillion-dollar budget as cure for inflation

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@JessePeltan

Jesse Peltan

3 months

Number go up

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@JessePeltan

Jesse Peltan

4 months

I don't think people realize that if Chinese solar manufacturers achieve even half these projections, by the end of the decade China will be able to add an entire United States worth of electricity generation from solar and batteries alone - EVERY YEAR.

@SolarInMASS

Commercial Solar Guy

8 months

@BloombergNEF @IEA @AukeHoekstra @fbirol @ChristianOnRE His team’s analysis outlines the expected yearly volumes based on 1.69 TW deployed in total at the end of 2023: ◦2024 – 0.6 TW ◦2025 – 0.83 TW ◦2026 – 1.12 TW ◦2027 – 1.53 TW ◦2028 – 2.08 TW ◦2029 – 2.82 TW ◦2030 – 3.84 TW What? 3.84 TW in a single year?

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@JessePeltan

Jesse Peltan

5 months

"they can’t point to any examples of any major mined mineral doubling that fast" ...no examples not a single mineral definitely not *the very first one referenced in the chart*

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@AlexEpstein

Alex Epstein

5 months

“‘Net zero’ plans to scale solar/wind involve more than doubling the supply of half a dozen major mined materials per decade—even though they can’t point to any examples of any major mined mineral doubling that fast, even with pro-development governments.”

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@JessePeltan

Jesse Peltan

5 months

Solar will never work! In this paper, I take the online price for a 2 hour Tesla Megapack and multiply it by 3 weeks of primary energy demand. The results show that this would be really really big super expensive. It would also take so much materials which makes it bad.

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@JessePeltan

Jesse Peltan

6 months

@_sn_n Square-cube law keeping the heating costs down

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@JessePeltan

Jesse Peltan

22 days

It is simply not true that renewables increase or decrease grid costs universally. If you are transmitting electricity from a wind farm 1,000 miles away, that will obviously require more grid infrastructure than our current system. If you have rooftop solar and home batteries

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@JessePeltan

Jesse Peltan

4 months

If electricity is cheap in the states with the most wind and solar, why is electricity expensive in places like Germany and California? Well, for one, Germany and California both shut down operating nuclear plants. Removing supply makes prices go up. There are a lot of other

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@JessePeltan

Jesse Peltan

4 months

The "renewables bad" crowd love to point to California's high electricity prices, but they never seem to mention Iowa, South Dakota, Kansas, Oklahoma, or New Mexico. That might be because the top 5 states for wind and solar all have electricity cheaper than the national average.

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@JessePeltan

Jesse Peltan

6 months

Jevon's paradox is so misunderstood An increase in efficiency does not imply an increase in demand, nor does it imply a decrease in demand Whether demand increases or decreases is a function of elasticity If better insulation makes heating cheaper, you might set your

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@JessePeltan

Jesse Peltan

3 months

Hmm... I wonder why China is investing so much in domestic energy production that doesn't rely on continuous fuel imports from foreign nations. Probably nothing.

@N_Schmid

N. Schmid ⚡️☀️💨💧🔋

3 months

China investiert 3.7 mal so viel in erneuerbare Energien wie fossile Energien. Der mittlere Osten investiert jedoch 5.4 mal mehr in fossile Energien als erneuerbare Energien. Je mehr eine Region in erneuerbare Energien investiert, desto weniger können fossile Staaten exportieren.

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@JessePeltan

Jesse Peltan

1 month

Where are we going to put solar? Everywhere.

@SolarInMASS

Commercial Solar Guy

1 month

Downtown Seattle with balcony and rooftop solar - beautiful!

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@JessePeltan

Jesse Peltan

4 months

“We can’t make enough batteries” is getting more absurd by the day

@jdeely

Joe Deely

4 months

Two things happened on the @California_ISO grid last night. 1) Battery storage discharge went over 6GW for the first time AND 2) Batteries were the largest source of supply.

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@JessePeltan

Jesse Peltan

6 months

Can stacking blocks solve our energy storage needs? Energy Vault aims to store energy by stacking big concrete blocks. When they're lowered back down, the energy can be recaptured and fed into the grid. How viable is stacking blocks for energy storage? Fortunately, this isn't

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@JessePeltan

Jesse Peltan

3 years

Bitcoin miners do not compete for electricity during scarcity events. When marginal cost exceeds revenue, they turn off. A miner’s load curve is the opposite of a residential consumer. The reason we have scarcity is because there’s not enough off-peak load to justify new gen.

@angela_walch

Angela Walch ☀️

3 years

Does anyone have stats on how much of the #TexasPowerGrid is devoted to Bitcoin mining? This is on my mind as my family and I are asked to reduce our air conditioning use, not run washing machines & dryers, etc.

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@JessePeltan

Jesse Peltan

5 months

Solar can be beautiful. Just add more panels.

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@JessePeltan

Jesse Peltan

6 months

Energy Twitter seems confused about heat pumps and cold weather. I hope this helps.

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@JessePeltan

Jesse Peltan

22 days

Most of the cost of fossil fueled generation is - fuel. You are not "building two systems" by adding wind or solar. Building wind or solar does not require building "backup generation." The amount of on-demand generation you need is driven by - demand. If wind and solar

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