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Mon, Jul 14

FERC Bullish on Sustainable Energy

Electrek: "FERC: Solar + wind set for a strong 3-year run despite Trump's sabotage." FERC is the awkward acronym representing the Federal Energy Regulatory Commission. It just released its latest monthly “Energy Infrastructure Update” report [with always delayed data through January 31, 2025]; solar + wind combined accounted for more than 98% of new US electrical generating capacity + solar alone accounted for over two-thirds of that new capacity. In fact, "January was the 17th month in a row in which solar was the largest source of new capacity, according to the SUN DAY Campaign, which reviewed FERC’s latest data."  In spite of [or because of] the new administration, more new wind capacity was added in January 2025 than was reported as being added during any month in 2024. A figure amazing to me is that some 30% of US solar capacity is in small-scale (e.g., rooftop) systems that are not reflected in FERC’s data. "Including that additional solar capacity would bring the share provided by solar and wind to more than a quarter of the US total." Adding in hydropower (7.6%), biomass (1.1%), and geothermal (0.3%), renewables currently claim a 31.3% share of total US utility-scale generating capacity. "If small-scale solar capacity is included, renewables are [already] now around one-third of total US generating capacity." Taken together, the net new “high probability” capacity additions by all renewable energy sources would total 112,626 MW [roughly analogous to 112 nukes in instantaneous nameplate capacity, much less in total generation], with solar comprising over 79% + wind providing another 20%.  "On the other hand, coal and oil are projected to contract by 24,940 MW and 2,237 MW, respectively. Natural gas capacity would expand by only 455 MW." Nail in coffin: "FERC has forecast no new nuclear capacity in its three-year forecast." Yep, let the Sun shine in.

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