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Commercial Solar Guy
Commercial Solar Guy
@commercialsolarguy.com
Solar (tech/finance/project) news. Solar Installations: commercialsolarguy.com Writer: https://pv-magazine-usa.com/people-companies/john-fitzgerald-weaver/ Professional: linkedin.com/in/johnfitzgeraldweaver Born 336.74 Cambridge, MA, USA, Earth, Today
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Is there a such thing as a higher quality/profit commodity product? ‘company attributed the improvement to rising sales of its all-back-contact (ABC) PV modules and the price premium the product commands versus other technologies in overseas markets…holds ~15GW of ABC module orders on its books’
‘If the emission cone can be narrowed to more closely match the absorption cone of incoming sunlight, which is exactly what our work demonstrates experimentally, solar cells will, in principle, be able to approach efficiencies close to 43%’
Solar plus batteries might be a fundamental shifter of many things the world over and we just don’t e see it yet. Manufactured and deployed - everywhere - instead of warred, killed over, and shipped. We’re still modeling normal economics with this product. I think that will change. #bullish
6. In a way, it’s reassuring that solar is saturating, as it means solar is actually displacing fossil fuel rather than power demand increasing vertically. But it means the beginning of a new phase: the age of cheap solar and batteries. This too will pass, but it’s just getting started now.
Commercial Solar Guy reposted
Man that’s a lot of cash spent… *$405 billion for electricity in the same window last year. *$420 billion for oil, same window last year. *$1,000+ per household/$400+ per person *About $270-300 saved per EV.
Americans have now spent $142 billion more on gasoline and diesel since March 1, enough to buy 361,000 homes at the September median price, enough to house over 900,000 people, due to the US war on Iran and other factors like limited output from Russia
‘From less than three dozen in 1949, the number of small hydropower stations in the People’s Republic of China grew to nearly ninety thousand by 1979. By the early 1980s, these stations were distributed across nearly 1,600 of China’s 2,300 counties’ arunabhghosh.scholars.harvard.edu/publications...
Without denying over the years the use of coal, etc. in China, I do always like to point out to my students the absolutely massive use of renewables and other green tech in China. E.g. starting in the 80s China provided electricity to over 300 million people with small hydro. This is a continuation
@adapalmer.bsky.social - you writing any fiction these days
Commercial Solar Guy reposted
The 2026 industry average efficiency for Chinese TOPCon solar modules (ie the standard global product) is about 23.2%, my colleague Yali mentions casually while discussing China's tightening of industry standards (that ultimately aren't more than a nudge). Paywall. www.bnef.com/shorts/tn8zl...
‘At end of 2025, small scale solar more capacity than grid…2026 to date - more solar then 24/25 combined’ ‘3 person house needs $4,500 of solar…7X petrol generator cost, but $200/month fuel cost’ ‘grid 2024 tripled tariffs for high-usage households in 2024’ ‘37-36% interest…most purchases cash’
Is ActBlue considered directly donating versus texting? Even AOC have links to ActBlue on her page - so I assume they're cool.
We found that as of right now 73% of your campaign donation goes back to the consultants and vendors (!!!), four times more than just 20 years ago. Only 13% to ads. Even I was shocked.
Commercial Solar Guy reposted
New Idea: All new energy systems that depends on an app/online access to work shold have a "bankruptcy mode" integrated that allows a third party to flash the system and take over so we don't lose resources.
Ooops, there goes the manufacturer of my home battery. I hope they maintain the app. www.pv-magazine.de/2026/10/22/s...
'20.4GWh grid-scale BESS deployed globally in September, up 61%; YTD installs up 43%...China <66%, commissioning >12GWh, Europe >2GWh for the fifth month in a row...largest projects in India and China...average duration 2.9-hours...600MWh non-lithium' www.energy-storage.news/20-4gwh-grid...
Been wondering how much/how long of a hangover effect from China’s 2025 build out, had forgot about the March export tax/‘cheap module’ hangover.
China's exports of solar panels and intermediates grew 32% in September converted to gigawatts of finished panels, the metric that actually matters. Exports reached 54GW.
Faster & cheaper? ‘four construction innovations: automated foundation piling, a frameless panel design that uses steel rather than aluminium, press-fit bolt-free module installations, and on-site pre-assembly…could cut direct installation costs by around 22% and reduce installation time by <30%’
www.pv-magazine.com/2026/10/21/c... Cheapest form of electricity generation in history is not done yet.