[PLUG-TALK] U.S. manufactured motherboards ... and growth

Eldo Varghese eldo at poningru.com
Fri Feb 14 17:29:21 UTC 2025


Is this... is this poe's law in effect?
I cant tell if this person is snorting Xitter/newsmax/fox everyday or 
just being sarcastic.

Actual statistics regarding renewables:
For LCOSS, we calculated that it varies from $55.00 per megawatt hour to 
$91.00 per megawatt hour without the ITC in the case of Phoenix and New 
York, and from $42.00 per megawatt hour to $69.00 per megawatt hour with 
the 30 percent ITC, again, from Phoenix to New York. These values are 
$23.00 per megawatt-hour to $39.00 per megawatt-hour higher than the 
standalone PV LCOE without the ITC, and $18.00 per megawatt-hour to 
$30.00 per megawatt-hour higher with that 30 percent ITC. [0]

So that means solar + storage is the cheapest method of dispatchable new 
generation.
Without storage solar is EVEN CHEAPER:
`utility-scale PV having an LCOE range of US$29-92/MWh.` [1]

Wind is EVEN cheaper:
`onshore wind (US$27-73/MWh)` [1]

Ofcourse these figures are WITHOUT federal subsidies.
With govt ITC/PTC wind+storage comes in at under a penny per kwh.
Here's the kicker, while we do need some battery storage, majority of 
the renewables' variability can be mitigated with things like DER and 
hydro.

Getting to 80-90% renewables for ALL of our energy needs is a solved 
problem technologically and economically speaking, just a policy issue now.

-Eldo

[0] https://www.nrel.gov/news/video/lcoss-text.html
[1] https://www.lazard.com/media/gjyffoqd/lazards-lcoeplus-june-2024.pdf 
page 9

On 2/13/25 6:10 PM, Keith Lofstrom wrote:
> On Thu, Feb 13, 2025 at 10:22:40AM -0800, Ted Mittelstaedt wrote:
>> There's far too much focus on the saving power mantra.  People don't realize
>> we are 10, maybe max 20 years away from cheap photovoltaics.
>>
>> A generation from now people will be wondering why our generation was so
>> hyper focused on "green power"  The only thing people will care about for
>> power consumption is handheld mobile.
> 
> Interesting planet you live on, Ted.  Yes, almost everyone
> will be using a handheld mobile 24x7, conspiracy nonsense
> whispered into their earbuds ... while they careen down
> residential streets at 50 mph in their 700 horsepower
> (50 kilowatt) SUVs.  Electric SUVs, charged by coal power
> generated out in flyover territory.  Solar photovoltaics
> won't charge the SUVs at night, but they will keep the
> decorative windmills spinning when there is no wind.
> Thems the watts what worry me.
> 
> Demonstrating that most people don't care, and that some
> people play the rest in a board game that NOBODY really
> understands.  Vast evil corporate conspiracies would be
> more intelligent than the frantic goal-free crank-yanking
> that almost everyone seems to be doing.  Sadly, it is
> sleep-walking all the way up to (and including) the
> C-suite.
> 
> As Gertrude Stein said, "there is no there there".
> 
> I recently finished reading "Disconnected America: The
> Consequences of Mass Media in a Narcissistic World" by
> Ed Shane.  Published in 2001, and sitting on a shelf in
> the PSU library ever since.  Shane claimed that laptop
> screens narrow our thinking in time and breadth.  He
> died in 2015.  I can guess his opinion of handhelds;
> perhaps that's what killed him.
> 
> Friends discuss the eventual replacement of the "tweet"
> by the one-bit "YO!".  That frees more bandwidth for
> automated surveillance.
> 
> Yes Ted, I can "out-cynical" you.  However, I seem to be
> happier when I'm solving problems rather than kvetching
> about them.  Next problem, migrating a heap of content
> from one-man-show MoinMoin wiki to MediaWiki.  Eventually,
> that one man will get run over by an SUV, by which time
> I may be too aged and gorked to migrate anything.
> 
> Curmudgeonly yours;
> Keith
> 



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