The third in a series on solar, we will examine and quantify the economics behind what could quite possibly be a coming industrial revolution.
This series will culminate with First Solar, one of the most strategically important companies in America, as the industry is now near exclusively dominated by Chinese competitors.
Solar is already cheaper than most fossil fuels technologies, and the cost of solar + storage is declining faster than most expect or realize. We quantify these trends.
We provide a framework for understanding just how big the EV catalyst could be for increased capacity on the power grid.
We examine the theoretical implications of 100% solar, and then get back down to earth with some forecasts. Most forecasts have historically underestimated solar deployments.
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In this section we will examine several factors using a variety of quantitative techniques. The purpose of this section is to provide modeling and projections to make key estimations and assumptions