Renewable Energy

Energy Realists Saved the US Grid (Alex Epstein)

Posted on by Ron Clutz

Alex Epstein explains how legacy media is mixing up the good guys and bad guys in a recent message Politicians Who Cut Solar and Wind Subsidies Saved Our Grid.  Excerpts in italics with my bolds and added images.

Last year, America was already in a serious electricity reliability crisis. The North American Electric Reliability Corporation—the body charged with assessing grid reliability—found that over half the country is facing the risk of power shortfalls over the next decade.¹

That crisis is far from over. But now, for the first time in years, the economics of building reliable power plants are turning around. And we owe this to a handful of politicians who led the charge to cut solar and wind subsidies in the “Big Beautiful Bill.”

Solar and wind subsidies were defunding reliable power plants

To understand what these politicians accomplished by cutting solar and wind subsidies, you have to understand the condition of the grid as of last year.

For decades, the federal government paid massive subsidies—the “Investment Tax Credit” and “Production Tax Credit”—to solar and wind projects. These subsidies didn’t just take hundreds of billions of taxpayer dollars. They systematically destroyed the economics of the reliable power plants that keep our grid running.

When subsidized solar and wind flood the grid with cheap electricity every time the sun shines or the wind blows, they take away operating time and therefore revenue from reliable power plants.

Thanks to subsidies many reliable plants had no choice but to shut down prematurely, while investors were deterred from investing in building new reliable plants whose revenue under subsidies and unfair market rules would be taken by unreliable generation.

Subsidies were a big reason why as electricity demand increased over the past decade, America saw a decline in reliable capacity.

The IRA accelerated the catastrophic effects of solar and wind subsidies

Then came the “Inflation Reduction Act” of 2022. The IRA increased solar/wind subsidies, and it also extended them for over a decade. These subsidies were projected to cost taxpayers over $1 trillion over that decade.²

But the damage to the grid would have been incomparably greater than the tax bill. The biggest cost by far was the defunding and disincentivizing of reliable power plants.

By 2024, solar and wind “capacity,” which as we saw during a recent winter storm can’t be relied on at all³, represented 70% of all new electricity additions in the US.

Energy Secretary Chris Wright was not exaggerating when he said solar and wind subsidies are “a big mistake,” which “result in higher costs and less reliable electricity.”⁴

A handful of energy freedom fighters cut solar/wind subsidies in the “Big Beautiful Bill”

When the “Big Beautiful Bill” budget negotiations began early last year, the solar/wind subsidy lobby descended on Washington in full force. The expected outcome was that Republicans, despite running on a promise to dismantle the IRA, would keep most of the solar and wind subsidies.

That’s not what happened. Instead, a handful of energy freedom advocates
fought relentlessly to cut the IRA’s solar and wind subsidies—and won.

The initial draft of the budget bill produced by the House Ways and Means Committee included a long “phase-out” of the subsidies that would have allowed new solar and wind projects to continue receiving 10-year subsidies well into the 2030s and even 2040s.⁵

When this bill came to the House Budget Committee for review, Representatives Chip Roy, Ralph Norman, Josh Brecheen, and Andrew Clyde withheld their support (voting “no” or “present”). Because the Republican majority on the committee is very slim, their votes were crucial. This stalled the bill, and they were able to work through the weekend to significantly limit subsidy eligibility to projects that were “placed in service,” i.e., operational, by 2028.

Solar and wind lobbyists threw a fit, claiming that cutting subsidies would raise electricity prices and destroy the grid. But Roy, Norman, Brecheen, and Clyde didn’t back down. And in later stages of the process, they were joined by more energy freedom politicians, including Rep. Scott Perry on the House side, and Senators Mike Lee, Rick Scott, and Ron Johnson on the Senate side.

Unfortunately, a last-second change by the Senate (sneaked in by the solar/wind lobby) weakened the House’s solar and wind subsidy cuts by allowing projects to collect subsidies if they are technically “in construction” (an easy threshold to meet) by July 4, 2026, at which point they have 4 years to be “placed in service.”⁶

Nevertheless, the final “Big Beautiful Bill,” significantly cuts solar and wind subsidies for projects. The upshot: Starting July 5, 2026, virtually no new subsidy-collecting solar/wind projects can be initiated. (They can only collect subsidies if they are actually “placed in service” by the end of 2027, a standard most new subsidy-seeking projects won’t be able to meet.)

Politicians who cut subsidies are wrongly being blamed for rising electricity prices

As soon as the “Big Beautiful Bill” was passed, the solar-and-wind lobby began blaming the politicians who cut solar/wind subsidies for depriving our grid of power and causing electricity prices to rise.

Not only is the timeframe of this claim absurd—the subsidy cuts would not even go into effect for another year—it gets the relationship between subsidies and price increases exactly backwards.

Solar and wind subsidies have contributed to the electricity price increases we’ve seen so far—by forcing the premature shutdown of the reliable power plants our grid needs to function. (And we’re also paying for the subsidies through taxes and inflation.) Cutting these subsidies was necessary to stop price increases going forward.

The energy freedom fighters who cut solar/wind subsidies did not deprive the grid of power; they did more than anyone to ensure that the grid had electricity when it needed it most. They set up a market where new reliable plants can be profitable. And they did not increase electricity prices, they created the necessary conditions for electricity prices to decrease.

In fact, that’s exactly what we’re seeing already.

The solar/wind subsidy cuts in the “Big Beautiful Bill” are already saving our grid

After the passage of the Big Beautiful Bill, investors looked at the electricity market and saw that building reliable power would soon become much more profitable than if the solar/wind subsidies had continued. At the same time, they became more and more aware that they need ultra-reliable power to power AI data centers.

The US nearly tripled its gas-fired capacity in development in 2025, reaching 252 GW—more than any other country⁷. Developers plan to add 18.7 GW of combined-cycle natural gas capacity by 2028⁸. Major utilities are announcing record capital plans to build reliable generation.

This is what happens when you stop paying people to build an inferior product. Capital flows to what actually works: power plants that can run when you need them, in the quantity you need them, regardless of the weather.

The AI data center boom makes the timing of the solar/wind subsidy cuts even more crucial. Data centers need power that is available 24/7, 365 days a year. The subsidy cuts arrived just in time to help redirect investment toward the reliable generation that America’s growing digital economy urgently needs.

The lesson: Energy freedom works

Any energy source that is genuinely cost-effective will thrive without subsidies. The path to affordable, reliable electricity isn’t subsidies for some politicians’ and lobbyists’ preferred energy sources—it’s the freedom to produce and invest in the energy sources that actually work.

A year ago, NERC was warning that more than half the country faced electricity shortfalls. Today, the market is responding to restored price signals by building reliable power at a pace we haven’t seen in decades.

The politicians who cut solar and wind subsidies didn’t just save taxpayers hundreds of billions of dollars. They saved our grid.

Solar Panels Replace Spanish Olive Trees

Posted on by Ron Clutz

 

 

Spanish Solar Farms, Where hundreds of thousands of ancient olive trees are being ripped out to build massive solar factories. Trees, bees and insects all wiped out leaving increased temperatures caused by the heat island effect of the panels. Just so sad 😩😩😩. Plus Where will they all go when they are broken, damaged, and no longer function in 15 years time?

 

    • Centuries-old olive groves in Spain’s Andalusia region are being uprooted to make way for solar energy projects, sparking resistance from farmers who see their livelihoods and cultural heritage threatened.
    • The regional government uses a Franco-era expropriation law to seize land “in the public interest,” while farmers and activists accuse authorities of prioritizing corporate profits over local agriculture.
    • Jaén, known as the “olive oil capital of the world,” could lose up to 100,000 trees, devastating small farmers and cooperatives, with some groves dating back over 1,000 years.
    • Spain’s aggressive push for 81 percent renewable energy by 2030 is clashing with rural sustainability, as solar projects bring few local jobs and risk depopulation, while also raising transparency concerns.
    • The groves combat desertification and were considered for UNESCO status, but their destruction threatens ecological balance and forces younger generations to leave, raising ethical questions about green energy transitions.

In the sun-drenched plains of southern Spain, a bitter conflict is unfolding as centuries-old olive groves – some dating back to Roman times – are being uprooted to make way for solar energy projects.

The regional government of Andalusia, leveraging a Franco-era expropriation law, has declared the land seizures “in the public interest.” This has sparked fierce resistance from olive farmers who see their livelihoods and heritage under threat. With Spain leading Europe’s renewable energy push, the clash highlights the tension between green energy ambitions and the preservation of agricultural and cultural legacies.

The province of Jaén, often called the “olive oil capital of the world,” is at the center of the dispute. Here, olive trees blanket over 600,000 hectares, forming a landscape so vast it’s known as the “Sea of Olives.” Many of these trees are centuries old, with some exceeding 1,000 years. (Source: A crime against nature: Ancient olive trees uprooted for solar farms in Spain )

Net Zero Fails Science, Math and People

Posted on by Ron Clutz

in the video above, Ron Barmby joins Angela Wheeler to discuss Sunset on Net Zero and the why green energy schemes fail.  He questions the scientific, economic, and engineering basis of global net-zero policies. Drawing on physics, real-world observations, and decades of experience, he argues that CO2’s warming effect is small and diminishing. He also challenges climate models that rely on unverified assumptions.  Barmby warns that many green energy solutions are impractical and that net-zero policies disproportionately harm the poor.

For those preferring to read, I provide below a lightly edited transcript in italics with added images.  AW refers to Angela Wheeler and RB to Ron Barmby.  H/T Climate Change Dispatch.

I think [Net Zero] is insane. It is pointless to pursue it because it will make no difference to the climate or to climate change. The climate will change as it wants to change, no matter how much CO2 we put in the air. So it’s a pointless thing to do. It is unachievable. And in the end, as always, it’s the poorest among us that will pay the highest price proportionally.

AW:  This is Climate Debrief, brought to you by the CO2 Coalition. I’m Angela Wheeler. There’s a recently published book, Sunset on Net Zero, a heretics guide to the futile CO2 target.  You’re going to hear from the author, CO2 Coalition member Ron Barmby. Ron is a professional engineer with a master’s degree from the University of Alberta and a four-decade career that’s taken him to over 40 countries across five continents. Ron’s adventures have shown him firsthand how societies really are adaptable to shifting climates.

Thank you for taking the time, Ron. Thank you for having me, Angela. Part one of your recent book is titled How I Learned to Stop Worrying and Love Carbon Dioxide.  Did you have a moment of clarity where this all made sense or did this happen over a period of time?

RB: It sort of happened over a period of time when the Al Gore movie came out. At first, I was impressed with it and I thought, well, this all makes sense. And then as other writers started pointing out the flaws in that movie, I decided I should look into this more too.

Al Gore with a version of the Hockey Stick graph in the 2006 movie An Inconvenient Truth

And as an engineer, I have a background in physics and I realized that a lot of the physical characteristics that Al Gore was talking about simply aren’t true. So it developed over time. And as it developed over time, some of my friends said, Ron, you should write this down. And so I did. And that was my first book. The second book, the one that you just mentioned, is sort of an update of what’s happened since 2020 when the first book was published.

AW: What is your analysis of this global effort to reach net zero?

RB: Well, I think it’s insane. That’s what I think. It is pointless to pursue it because it will make no difference to the climate or to climate change.

I now declare the Paris Agreement for Climate Change open for signature. More than 170 countries signed the Paris Agreement. They are pledging to take steps to limit the rise of global temperatures to well below two degrees Celsius.
–Ban Ki-moon, UN Secretary-General

The climate will change as it wants to change, no matter how much CO2 we put in the air. So it’s a pointless thing to do. The second part of it, it is unachievable.

And that’s where my engineering background comes in and many of the engineers that are part of the CO2 coalition. What they want to achieve simply can’t be done in a reasonable time frame at a reasonable cost, and it can’t be done globally. And the third thing about it is the whole thing is unfair because it punishes those that are trying to reduce CO2 emissions to the benefit of those who are only paying lip service to CO2 emissions. And in the end, as always, it’s the poorest among us that will pay the highest price proportionally.

AW: Your book sums it up well in stating that warming from future CO2 is too trivial and too gradual to justify drastic policy. Could you explain that?

RB: Well, there was a paper written in 2019 by two coalition members, Dr.  Wijngaarden and Dr. Happer.
That paper explained from physicist to physicist how we can actually measure the amount of CO2 warming that has happened. And by measuring that amount, it confirmed the equations that would predict what would happen if we doubled the CO2 emissions again, or came to a complete doubling. And looking into that paper, I tried to explain in everyday terms how valid it is and what it means. And so in that investigation, I came to the conclusion that this is understandable by many, many people. And if we got the word out, that might help shift the view on the alarmism of carbon dioxide induced global warming.

[From Wijngaarden and Happer study: My synopsis is Climate Change and CO2 Not a Problem

“Right in the middle of these curves, you can see a gap in spectrum. The gap is caused by CO2 absorbing radiation that would otherwise cool the Earth. If you double the amount of CO2, you don’t double the size of that gap. You just go from the black curve to the red curve, and you can barely see the difference. The gap hardly changes.”]

AW: Is it your position that the push for net zero stems from political exaggeration, followed by media amplification and not empirical science? Is that a fair assessment?

RB: I think that’s a fair assessment. And Margaret Thatcher is one person that I like to quote on that. Many people don’t realize that Margaret Thatcher was trained in Oxford as a chemist, as a research chemist. So she was one of the big people behind pushing for the Paris Agreement. And she wanted to reduce CO2 emissions because she was concerned. But she knew how the scientific method worked because she was trained in it. And when she saw the first reports come out, she changed her mind.

And she said, kind of paraphrasing Hamlet, that there isn’t method in their madness, there is actually madness in their method. And what Margaret Thatcher pointed out was that the desire to control CO2 emissions worldwide is something that would require a worldwide organization to organize and enforce. And so she saw it in that perspective, that it was a grand multinational global socialist effort to control the economy.

She was not far off. But I do think that on the other end of the spectrum, capitalists have found a way to exploit this energy transition and make money that they would otherwise not be able to make.

AW: Regarding net zero, your compelling argument cites the work of two other CO2 coalition members, our chairman, Dr. William Happer, and Dr. William Don Wingarden. Their work, as you mentioned, initially a series of academic papers by physicists for physicists, focuses on measuring thermal radiation transfer and had a truly profound effect because it undermines net zero. For one, they use real observations, not models. Can you please explain the difference and why is it worth noting?

RB: The scientific method is a way to make sure that we’re not fooling ourselves, that we think we understand something that we don’t really understand. And it was one thing that another CO2 member, Dr. Clauser, pointed out in his talk to Korean physicist students a couple of years ago. You have to go into science with an open mind and an unbiased mind. And you have to report faithfully what you observe. And it’s the observations of physical reality that is the link to truth in science.

So the computer models that the IPCC relies on aren’t based on observations that are linked to reality. They’re based on biases that the computer programmers put into their own models. And the brilliance behind the Van Wingarden and Happer study is that they found an existing public domain database that contained the observations needed to show that the effect of CO2 warming was very small and it’s diminishing rapidly.  Another important thing to mention is that Dr. Happer and Dr. Van Wingarden’s math matches real world data from space. This follows the scientific method, observe, predict, test, repeat.

AW: What you’re saying, and especially in your book, that the scientific method is so important, do you feel it is being neglected and perhaps not followed at the university level today?

RB: Unfortunately, I think, Angela, it’s worse than that. It’s not followed, maybe not at the university level, but I think it’s the elementary, junior high, and high school level where it needs to be brought back into the curriculum and taught. It’s when 10 and 12 year old students come home and they’re convinced that CO2 is something to be afraid of. That’s where the problem starts.  And I think that’s where the problem has to be fixed.

AW: Regarding the paper by Dr. Happer and Dr. Van Wingarden, they didn’t just claim CO2 impact is small. They measured it, verified it, and anyone can check their data. They replaced alarmist models with hard, observable facts. How can anyone argue that?

RB:  Angela, I don’t think anyone has argued with that. I think the mainstream media and the IPCC have simply ignored it. They haven’t addressed it. Coming out in the United States is a presidential directive that all science backed by the federal government must meet the scientific method standards. And I think that’s going to be a huge change worldwide when organizations, both federal and international organizations, when they are held to the standard of the scientific method, I think their karmic alarmism is just going to melt away.

AW: As a former teacher and also as a mother and now a GG, I was gratified to see your chapter Stop Scaring the Children. What compelled you to write this chapter?

RB: I’m a grandfather, and my grandkids are very concerned about CO2. And so it takes me a long time to explain to them that there’s nothing to worry about. And unfortunately, in a more of a millennial generation, there’s been a lot of extreme anxiety among that generation about climate change. And unfortunately, there’s been some tragedies that have resulted because of that. So I think it’s important to stop scaring the children. If you want to deal with a scientific methodology or a proposition you want to promote, bring it forward to trained people who can discuss it intelligently with you. Don’t bring it into the classroom of an elementary school and scare children with it.

AW: Ron, the second part of your book is Engineering 101 is the doomsday book for net zero. Why is that?

RB: Well, because there are all of the green energy sources and the green machines that run on them, and many of them just simply fail when you try to build them. And I think I quote in my book, it was James Michener who said scientists dream of great things, but engineers build them. Well, you can have great dreams. You can dream of creating a solar guidance star like Dr. Hapur did, but it’s up to the engineers to build them. And everyone is crossing their fingers until the thing actually works.

And a lot of the propositions that are out in the mainstream media, how we can avoid or reduce our CO2 emissions are either uneconomic or they hurt the environment more than they help, or they simply don’t work. And that’s my engineering perspective coming into play.

AW: I see. And that makes me think of models, climate models. For example, you can create the model, but from an engineering standpoint, and with regard to net zero, is it impossible to come up with the conclusions that they do with models?

RB: In the case of climate, yes, it is. Now in engineering we use models for a number of things, because we have verified that the equations we’ve put into the model are correct, and they can predict what might happen. And you can see that in flight simulators.

In my own background, reservoir engineering models are based on the Darcy equation, and they’re quite good at predicting what will happen, because those equations stand up to the scientific method. And so when your equations can predict what happens in the future, and it actually happens, then you verified the equation, then you verified the model. The IPCC models, they have equations in there and assumptions that simply aren’t verified, and they don’t predict accurately.

One thing that came out of the Van Wintergaarden and Happer paper, and other papers that are associated with members of the CO2, is that the CO2 warming from the IPCC models has to be at least doubled, and some would claim quadrupled, in order to get the alarmist levels of warming that they predict. And so that factor of two or four just thrown in to cause more anxiety, that’s not science, that’s scare tactics. And it’s important to point out that the IPCC is a government organization, it’s not a science organization.

AW: And the other thing is, they say carbon dioxide is the control knob for temperature, and that’s not the case, correct?

RB: You’re absolutely correct. We run on an energy balance, and that energy balance coming from the sun has part to do with the climate on earth. And as Gregory Wrightstone pointed out in his book, 90% of the global warming effect of CO2 is already behind us. So the next 10% is going to be minimal. So the next 10% is not the control knob of temperature on earth. Now, if there was no CO2 on earth, as there is no CO2 on the moon, the first amounts of CO2 added would have a dramatic effect on temperature. But that’s way, way behind us.

AW: Well, in concluding our conversation, I would like to let our viewers and listeners know that they can get your new book, Sunset on Net Zero, A Heretic’s Guide to the Futile CO2 Target at Amazon. Ron, there are many excellent points in your book we didn’t get to. I hope you will join us again soon on Climate Debrief. I’d love to, Angela. Thank you very much.

 

Wind and Solar Ruin Grid Transformers

Posted on by Ron Clutz

Reported in South China Morning News US transformers are ageing. Renewable energy could make things worse, China study finds.  Excerpts in italics with my bolds and added images

Team in China finds that high renewable energy integration
could make power transformers age nearly a quarter faster

As US President Donald Trump continues to wage war against renewable energy, a new Chinese study revealing the strain that renewable integration places on power transformers could give him fresh technical ammunition.
The researchers discovered that high renewable energy integration could make power transformers, vital
components that regulate voltage in electricity grids, age faster than previously thought.  High levels of wind and solar energy increased bidirectional power flow switching – the movement of electricity in both directions – causing additional stress that current standards did not account for, the Chongqing-based team found.

In a world grappling with transformer shortages and surging energy demand from electrification and the growth of artificial intelligence data centres, the findings suggest that renewables could place even greater strain on ageing grids, like those in the United States and Europe.

When testing their new proposed model, the team found that two-way flow caused transformers to age 23 per cent faster than accounted for by current standards, according to a paper published in the Chinese-language journal Power System Technology on January 16.

Aerial footage shows damage to burnt out power transformers near Heathrow

“This paper focuses, for the first time, on the impact of frequent bidirectional power flow switching caused by high‐penetration wind and solar integration on the operational characteristics and insulation lifespan of power transformers,” the team said.

The researchers, from the Chongqing University of Posts and Telecommunications and the State Grid Chongqing Electric Power Company, also built a “long-term lifetime loss accumulation calculation framework” – which could be used to assess the condition of transformers and guide operation and maintenance.

Speaking before the UN General Assembly in September, Trump said that renewable energy options were a “joke” and that wind turbines were “so pathetic and so bad” and expensive to operate.  In January, in his address before the World Economic Forum in Davos, Trump said: “China makes almost all of the windmills, and yet I haven’t been able to find any wind farms in China.  “They make them, they sell them for a fortune. They sell them to the stupid people that buy them.”

Hitachi Energy Chongqing Transformer Co. Ltd. is located in Chongqing City. As one of the largest transformer factories worldwide within Hitachi Energy, the company focuses on the design and manufacture of power transformer, shunt reactor and HVDC transformer (High Voltage Direct Current).

Traditional energy grids had a centralised, one-way flow of power from the producers to the consumers. This is shifting towards a two-way system where electricity can also flow back from solar, wind and energy storage sources into the grid.

Transformers are a basic and critical component of electric grids, adjusting the voltage of electricity so it can travel efficiently through the grid.  They can either “step up” or increase the voltage so electricity can travel long distances through power lines without losing strength, or “step down” the voltage once it reaches its destination so it can be safely used by appliances.

Power transformers are large units which transmit high-voltage electricity over long distances, while distribution transformers are smaller units that help supply local areas.

As transformers age, their components can degrade, which can lead to higher maintenance demand, limit efficiency and reliability, and increase the risk of a major grid failure.  The average age of power transformers in use worldwide is around 40 years, according to electrical equipment supplier Reinhausen.

In the US and Europe – home to the oldest power grids in the world – some transformers date back even further. Much of the US electric grid infrastructure was built 50 to 75 years ago, and nearly 70 per cent of power transformers in the country are over 25 years old, according to a report from the University of Wisconsin-Madison last May.

More than half of the transformers in this country are becoming too old to reliably function and can fail at any time.  We not only need to build new transformers, but we also need to replace the ones that are ageing out.     — US Department of Energy in 2024

But expanding and replacing transformer infrastructure is not only expensive, it could even be impossible in the short term due to long delivery times and a global shortage of power transformers, according to Reinhausen.

Average lead times for large power transformers had almost doubled since 2021, with securing transformers taking up to four years, the International Energy Agency (IEA) said in a report last February.

According to the IEA, the production of power transformers is technically complex and requires advanced facilities. China, South Korea, Turkey, and Italy accounted for 50 per cent of total global power transformer trade in 2023, it said, with China alone representing half that share.

Top 10 Power Transformer Manufacturers In The World

Both the US and Europe have more than doubled their import trade value for power transformers since 2018. The US primarily sources transformers from Mexico, Europe and South Korea, while China now accounts for over 60 per cent of the European Union’s imports, according to the IEA.

Imports account for an estimated 80 per cent of the US power transformer supply, and 50 per cent of the distribution transformer supply, according to a report by energy research and consultancy group Wood Mackenzie in August.

In the US, the supply shortage for power transformers hit 30 per cent in 2025,
while the shortage for distribution transformers hit 10 per cent, the report said.

Finland Regrets Its Green Grid

Posted on by Ron Clutz

“Imagine an argument so airtight about science so settled
over technology so reliable that you have to use censorship
to make sure nobody gives a dissenting opinion.”  @ProctorZ

Tyler Durden reports at zerohedge “Electricity Market Is Fubar”: Finland Wind Turbine Blades Freeze, Curbing Green Power Output.  Excerpts in italics with my bolds and added images.

Fingrid infographic

Finland has prided itself as a global leader in decarbonization, boasting the second-highest share of renewables in final energy consumption across the EU.

But the green utopia narrative has cracked under the strain of a brutal winter,
as cold weather has brought wind power generation to a near standstill.

Most of the country’s wind capacity is concentrated in western Finland, where temperatures are well below freezing, and these adverse weather conditions have led to dangerous ice buildup on turbine blades. According to Bloomberg, this forced the grid operator Fingrid Oyj to curtail wind power output.

Primary energy sources in Finland 2017. All fossil fuels should be replaced by clean energy sources.

“There are low fog clouds in Finland’s main wind power production area, roughly at the height of turbine blades, which are causing new ice to form,” Pia Isolähteenmäki, an adviser at industry consultant Kjeller Vindteknikk Oy, told the outlet.

Much of Finland’s wind fleet lacks blade-heating systems for extreme cold weather. How is that even possible, considering it’s a Nordic country? Even the thinnest ice buildup risks equipment damage and has led to shutdowns this week.

Bloomberg data show that Finnish wind output is expected to remain very low for the next two weeks. Meteorologists at MetDesk forecast that Nordic wind generation will remain as much as 20% below normal through at least the midpoint of the month.

The result of the green utopia pushed by Europe’s climate alarmists,
not based in reality whatsoever, is soaring power prices
that are crushing working poor households.

Wind tubine defrosting in Sweden

Helsinki Times wrote on Sunday:

“Electricity prices in Finland rise to the highest level of the winter on Monday, driven by severe cold, weak wind conditions and rising weekday demand,”

Finnish folks on X are questioning the government’s questionable decarbonization push:

Dana X post:

News from the “green garden”. In Finland, the blades of wind turbines froze.  The electricity production of wind power stations in Finland fell from 9433 MW to about 430 MW. Thus, they produced no less than 5% of the nominal power.  The culprit turned out to be Russian frosts, the possibility of which European energy companies did not take into account when implementing the “green” transition.

Zeaqi X post:

Finland literally has to use nuclear power to MELT frozen wind turbines and we live in darkness most of the year. How about focusing on reliable power like nuclear instead?

Mari Luukkainen X post:

Our electricity bill was 45 EUR yesterday alone.
Finland: nuclear power, hydroelectric, wind farms, one of the most technically advanced countries in the world.
Also Finland: people burning firewood because the electricity market is fucked. I am sitting next to the fireplace shitposting on LinkedIn (that’s why shitposting is very intense today). This is my energy strategy.

In the US, a historic cold snap in the eastern half of the country led to increased fossil-fuel power generation to prevent power grid collapse.

Across the West, years of grid mismanagement by climate alarmist policymakers have transformed what were once reliable grids into fragile messes where working poor households bear the brunt of some of the highest electricity costs in the world.

It is time to get back to basics and expand natural gas generators and nuclear power, the only proven large-scale source of clean and reliable electricity. And it is also time to hold accountable the climate alarmists whose policy decisions pushed power grids toward the edge of collapse while promising a green utopia that was never going to arrive. And one can only wonder whether the move to push power grids to the brink of collapse was intentional.

The $20 Trillion Question

Posted on by Ron Clutz

The above images put into perspective the scale of William Murray’s issue in his Real Clear Energy article regarding energy investments The $20 Trillion Question: How to Spend It and How Not To.  Excerpts in italics with my bolds and added images.

$20 trillion is a lot of money. One would expect a big bang to follow the spending of twenty-thousand billion dollars. It’s a lot of money! It’s pretty much the total present value of America’s GDP.

This is the sum that was globally spent — largely by Europe and the United States — in a coordinated effort by the developed world to decarbonize the global economy. China, in contrast, sold the world windmills and solar panels while it opened a new coal-fired power plant per month.

What was the net effect of this “Green” Marshall Plan? Hydrocarbon consumption continued to increase anyway. All that was achieved was a tiny reduction, just 2%, in the share of overall energy supplied by hydrocarbons. Put simply, as the energy pie got bigger and all forms of energy supply increased, hydrocarbons ended up with a slightly smaller share of a larger pie.

We also saw the de-industrialization of the European and American economies — not just with higher prices at the gas pump and on electric bills, but a stealth green tax that was passed on to consumers on everything. This is the culprit of our American and global affordability crisis.

So much treasure and pain for a 2 percent reduction in the share of hydrocarbons.

What a tilting-at-windmills waste. The worst bang for the public and private buck ever. Yet, the Chicken Little believers of the Church of Settled Science and the grifters who profited from it will still sing in unison that it failed because they did not go far enough. If only the global community spent and regulated more!

In contrast, the actual Marshall Plan (which ran from 1948 to 1951) rebuilt a decimated Europe into an industrial, interconnected, peaceful powerhouse. It was a great success by any measure. At the time, its price tag was huge: $13.3 billion in nominal 1948-1951 dollars, which is the equivalent of approximately $150 billion in today’s dollars.

Since a trillion is such a large number, let’s divide $20 trillion by an inflation-adjusted Marshall plan of $150 billion and we have 133 Marshall opportunities. Money was not the problem. To give a sense of the comparative bang-for-buck, by the Marshall program’s end, the aggregated Gross National Product (GDP) of the participating nations rose by more than 32 percent, and industrial output increased by a remarkable 40 percent.

President Trump has been on the global-funding rounds and has secured upwards of $18 trillion in investments. He has secured the equivalent of 120 Marshall Plans — just 2 shy of $20 trillion — to be invested here and nowhere else.

Unlike NAFTA — where the rich got richer under the banner of free markets and in exchange America’s underemployed families got cheaper goods — Trump’s is a recipe for prosperity for all Americans.

Making these investments an American reality will require a growing army of blue- and white-collar workers. With the wealth that it creates, our debt could be paid down and, finally, off. Social Security and Medicare would be placed on a solid footing for time immemorial. All our public obligations to each other would be paid from ever-growing prosperity and not from borrowed money and strangling debt service.

Nothing approaching this level of intentional investment in one country has ever been done. Yes, a similar tranche of greenbacks was burnt to no noticeable environmental benefit and great economic hardship for all. And yes, the American economy under the guise of comparative advantage sent trillions to our south and east — putting America second, hollowing out the American middle class, and neutering the American dream.

Trump’s Plan is the opposite of both failed experiments. Like the original Marshall plan, Trump’s is a recipe for the re-industrialization of the American economy and military, and it is not going to be fueled by windmills and solar farms but with hydrocarbons and uranium. That’s the Trump Plan. It has merit.

Yet, if we look at the polls, Trump is underwater and his base show signs of stress fractures. You bring peace to the Middle East, stop 6 other wars, and bring in some $20 trillion in America First-investments within your first year, and you come home to find yourself underwater and called a lame duck. Democracies — even Democratic Republics — are known to be fickle and hard to please, but this is still rich — and it will result in poverty, which is the opposite of affordability if it continues.

Without the use of tariffs and his deal making, there would not be $20 trillion looking to onshore to the United States. You can blame Trump for higher costs on bananas and coffee. But it’s the cost of electricity and healthcare — not the cost of coffee and bananas — that are roiling kitchen-table economics.

Vice President JD Vance recently made the right call for popular and populist patience. Those who are impatient should look at the offsets already passed, like no taxes on social security, tips, and overtime. That helps pay for bananas and coffee and then some.

My fellow Americans, these sovereign wealth funds that are presently lining up on our water’s edge are coming here based on promises made from a can-do president speaking for a can-do nation. While Trump is a can-do guy, are “We the People” presently a can-do people? Or, do we at least want to return to becoming a can-do people again? The “can’t do” forces are legion and they are the ones now championing the affordability crisis that they caused.

When America was a can-do nation, we built the Empire State Building
in a year. Today, it would take years to get a permit.

Those willing to invest such money will require some certitude that the power they’ll need will be there to “build, baby, build.” If not, the money and the opportunity will pass before it has the possibility to take needed root.

And what about us, the American family, worker, and business that continues to struggle under the legacy of throttling energy privation? In short, we all have a common good — a shared interest — in righting the wrongs that control our grid and our nation’s future.

The good news is that a bill was introduced in the House during the government shutdown. It’s called the “Affordable, Reliabile, Clean Energy Security Act.” Unlike Obamacare, which clocked in at 903 pages, this bill is a lean 763 words, that, if it became law — and it should — would change everything for the better. (Unlike Obamacare, which is recipe for un-affordability).

Mr. President, your one beautiful bill was missing this one thing. Your short- and long-term, America First ambitions are dramatically increased by making this bill into law before the midterm elections. Connect the state siting of these investments to Democrat support of the bill and you will find it on your desk before the midterms. Executive orders don’t offer the energy security that these investors require and that the American people deserve.

$20 trillion is a lot of money. Coming to our shores is a new lease on the American experiment as we enter our 250th birthday hopelessly divided and broke. Let us come together and solve not just the affordability crisis but set the conditions of greatness for the next 250 years.

 

See also:

How Wasteful is Green Energy? Count the Ways

 

Net Zero and British Grid: Dire Straits (Kathryn Porter)

Posted on by Ron Clutz

Kathryn Porter’s recent article on the plight of UK’s electrical grid at her blog: Electrification – can the grid cope? The excerpt below provides findings from her new research paper, available at the link above.

Electrification has become the default answer to almost every energy and climate question. Heat? Electrify it. Transport? Electrify it. Industry? Electrify it. In policy circles, electrification is often treated as a frictionless substitute for fossil fuels: cleaner, simpler, and largely inevitable. In this new report I take a look at what electrification would mean for the GB power grid, if it went ahead as planned. I also consider the impact of additional demand from AI data centres.

Electrification policy rests on optimistic assumptions

Across heating, transport and industry, electrification targets rely on a similar set of assumptions:

♦  that consumers will change behaviour rapidly,
♦  that costs will fall quickly and predictably, and
♦ that electricity infrastructure will expand smoothly to accommodate new demand.

The report tests these assumptions sector by sector and finds them wanting.

The good news is that electrification targets are unlikely to be met without some form of compulsion. In heating, rapid deployment of heat pumps is implausible under current conditions. Consumer resistance remains high, installer numbers are growing too slowly, and both capital and running costs are materially higher than for gas heating. Even where heat‑pump subsidies reduce upfront costs, households still face additional expenditure on larger emitters, pipework and insulation, as well as higher ongoing energy bills because electricity prices remain far above gas prices. These are not marginal issues – they are fundamental barriers to mass adoption.

Transport electrification faces a similar gap between ambition and delivery. Mandates for electric vehicles are running ahead of public willingness to adopt them, while grid and charging‑infrastructure constraints remain severe. These problems are magnified for larger vehicles. There is currently no credible fast‑charging solution for HGVs, and electrifying buses outside dense urban centres is far more challenging than policy documents typically acknowledge, particularly where vehicles do not return regularly to a single depot.

In industry, the constraint is both technical feasibility and economic viability. High electricity prices have driven deindustrialisation across large parts of the UK economy, reducing electricity demand far more quickly than electrification can increase it. In practice, deindustrialisation is the dominant trend, and a stronger driver of demand than electrification across the economy as a whole.

Across all three sectors, the modelling used by both NESO and the Climate Change Committee depends on behavioural and technological assumptions that are optimistic, weakly evidenced, and often inconsistent across scenarios. My report does not assume electrification will fail entirely, but it does find that current targets are unlikely to be met without significant compulsion, which brings its own political and social risks.

The system is under strain even without electrification

The bad news is that, even without electrification, the electricity grid is likely to struggle unless action is taken. One of the most important findings of my report is that the GB electricity system is already heading towards a serious adequacy problem even if large‑scale electrification largely fails.

Renewables cannot provide security of supply during prolonged low‑wind winter events, and reliance on interconnectors is risky when neighbouring systems face similar weather patterns. Meanwhile, just under 5 GW of nuclear generation is scheduled to close by 2032 at the latest, and around 12 GW of CCGT capacity is at risk of closure due to age and declining utilisation.

While Hinkley Point C and perhaps a small amount of new open‑cycle gas capacity may come online over the next five to seven years, this does not come close to offsetting expected closures. Under plausible assumptions, the system could face a capacity shortfall of around 12 GW on cold, low‑wind winter days.

In such conditions, meeting demand without rationing would be impossible.

Replacing or upgrading ageing gas generation is constrained by long lead times. New rotors typically require around 5 years, and entirely new gas turbines 7-8 years, reflecting global supply‑chain bottlenecks. These are physical constraints that cannot be resolved by market reform or policy ambition alone.

Britain is not alone in facing a potential problem with system adequacy. Norway, the Netherlands and Germany were all considered as part of the report and in each case, possible shortages are identified. Norway assumes that flexibility, demand response, or batteries will full the gap. The Dutch are less confident and intend to monitor the generation mix in neighbouring countries in the hope of persuading them to maintain enough firm generation to secure the Dutch grid on low wind days. Only Germany has explicitly identified a need to build more gas generation, although its target is likely inadequate.

Europe at night from space NASA 2016

Flexibility helps, but does not replace firm capacity

One of the report’s central findings is that electrification does not increase demand evenly. Heat pumps, EV charging, and industrial electrification all tend to concentrate demand in time (cold evenings, post‑work charging windows), and concentrate demand in space (residential feeders, urban substations, motorway corridors).

Annual energy numbers hide this  – a system can look comfortable
on a terawatt‑hour basis while becoming acutely
stressed for a few hundred hours a year.

Flexibility features heavily in electrification plans with smart charging, demand response, batteries, and thermal storage. While flexibility can shave peaks, this only works where consumers tolerate loss of convenience. In many cases, policymakers ignore real-world constraints such as fire risks associated with overnight operation of domestic appliances, and noise restrictions within multi-occupancy residential buildings. Batteries are energy‑limited and cannot cover prolonged stress events. Many flexibility services depend on digital systems that introduce new operational and cyber risks. Flexibility may reduces costs at the margin, but it does not eliminate the need for firm capacity, resilient networks, or system strength.

Infrastructure challenges present further risks

In addition to the issues with reliable generation capacity, there are further difficulties with distribution and transmission constraints which arrive earlier and are also hard to fix quickly. Key points from the report include:

  • Local distribution networks were not designed for mass electrification of heat and transport
  • Reinforcement timelines are measured in years, and often a decade or more
  • Connection queues and “paper capacity” obscure real‑world deliverability

The report also identifies risks with aging grid infrastructure and the recently identified risks that premature closure of offshore gas pipelines may constrain gas supplies to the grid on cold winter days, limiting the gas available for electricity generation.

What this means in practice

Taken together, the findings point to an uncomfortable conclusion. The GB electricity system is likely to struggle to maintain today’s level of demand reliably, let alone accommodate the additional 7–10 GW of load in 2030 implied by current electrification agendas. AI data centres are therefore likely to pursue off‑grid solutions, not because of technological failure but because the grid is no longer perceived as sufficiently reliable for mission‑critical loads.

Large‑scale electrification of heat and industry before 2030 appears improbable, and likely remains so for several years thereafter. Without decisive policy action, the probability of regional rationing, blackouts and cascading grid failures rises materially.

To restore Britain’s energy security, government must
pivot from aspirational modelling to credible planning.

This means:

♦  supporting life extension of ageing gas generation,
♦  accelerating procurement of new dispatchable capacity,
♦  reforming network investment incentives to prioritise resilience, and
♦  reassessing electrification timelines.

Net zero targets cannot be allowed to override public safety.
Security of supply must once again become
the foundational principle of UK energy policy.

UK Goes Full Nut Zero

Posted on by Ron Clutz

Chris Morrison at Daily Sceptic reports on the latest UK insane climate policy proposal Net Zero Conservative MPs Promote Scheme to Cover Ponds With Solar Panels That’s Completely Quackers. Excerpts in italics with my bolds and added images

Your correspondent has a confession. I need to get up at least two hours earlier to keep abreast of all the current madness that is Net Zero. The un-walked dog will have to go back to resuming her slumbers on the best seat in the house while I digest the latest reports piling trillions of pounds onto the realistic cost of the Net Zero fantasy. Long hours must be spent trying to work out how the sinister Miliband plans to make household energy cheaper by giving billions to useless, unreliable wind and solar, and then sticking the horrendous costs straight onto consumer bills. “Cheaper than gas!” this still-at-large lunatic is apparently still howling. Then I would have time for a good laugh with the really dumb stuff. And none dafter than the recent suggestion from the Green Blob-funded Conservative Environment Network (CEN) to blanket inland water areas with solar panels, killing local aquatic life and tricking diving birds into crashing into them.

If they were bats mistaking floating solar panels for water, hundreds of millions, maybe billions, of pounds would need to be spent constructing elaborate protecting tunnels (okay, I know the Sun will not be able to shine on the panels, but it doesn’t much anyway in the winter, and I am just making it all up, like everyone else in the Net Zero business). The last Conservative government allowed spending of £120 million to protect a few rare bats by building a 1,000-metre tunnel on the new high-speed railway from London to Birmingham.

The bat protection structure runs for 1km over the railway line, costing £120m.

But then perhaps such magic money-tree largesse would not be available for water bird-whacking solar panels – ‘green’ technology is good and different rules apply. Bats are killed in their millions worldwide by giant wind turbines, but nobody gives a flying squeak about that.

The CEN wants the UK Government to cut red tape to “unleash” solar farm developments on “man-made bodies of water” and to help projects selling power to the electricity grid. It is claimed that red tape has put a straitjacket on private investment in the UK floating solar industry. Man-made water areas are said to include disused docks and quarries along with on-farm reservoirs. CEN wants to encourage water companies to build solar farms on the 570 reservoirs that exist in the UK, potentially generating 2.7 terawatt-hours of electricity.

Waiving local planning rules for unreliable energy projects is much in fashion with the national political parties, particularly Labour and the Conservatives, who face forthcoming local election humiliation at the hands of the surging anti-Net Zero Reform Party.

Many long-standing pools of freshwater, whether originally man-made
or not, become vibrant centres of aquatic and avian life.

Dumping huge solar panels on the surface is a considerable nature killer. A paper published last month in Environmental Science and Technology examined the interaction of birds and floating solar panels and concluded that their industrial structure could pose “significant risk” to certain bird species, especially those with limited visual acuity and flight manoeuvrability adapted to aquatic habitats. Birds most at risk were said to be waterfowl, shorebirds and gulls.

The big danger for birds is one of fatal collision with solar panels that replicate the surface of water. It can affect birds diving for food but is a particular problem for aquatic species that land harder and faster on water. The panels also present problems for birds that require a ‘runway’ to take off. Overall, the survey suggests fatalities of around 11.61 birds per megawatt generated per year. Needless to say, there are other ecological concerns that will need to be ignored by Net Zero fanatics. With even limited panel coverage there will be changes in shading, dissolved oxygen levels and water temperature. These create altered microclimates and disrupt food chains.

The CEN looks forward to generating 2.7 terawatts from panelling over the ponds, a power source that, due to its appalling unreliability, will further destabilise Britain’s already creaking grid. It is the latest quack scheme produced by an operation supported by 49 Conservative MPs that remains dedicated to the Net Zero lunacy. This caucus, which represents a significant 41% of the current parliamentary party, is a substantial roadblock to attempts by the party’s leadership to move away from all the Net Zero hysteria that has engulfed the Conservatives over the last two decades. Attempts last year by the leader Kemi Badenoch to ditch the 2050 Net Zero commitment were met by the CEN director Sam Hall complaining to the Guardian that the move “undermines the significant environment legacy of successive Conservative governments”.

But politics is a fluid business in the modern Conservative party. The CEN parliamentary group includes Simon Hoare and Sir Roger Gale, the two midwit buffers who intended to vote last year for a society-destroying private bill that would have cut all hydrocarbon use in the UK to 10% within 10 years. On the other hand, it also counts Esther McVey, who recently informed Talk Radio that Net Zero was a “dud”.

How Wasteful is Green Energy? Count the Ways

Posted on by Ron Clutz

Waste #1:  Money Spent, Projects Unknown

“Oxfam finds that for World Bank projects, many things can change during implementation. On average, actual expenditures on the Bank’s projects differ from budgeted amounts by 26–43% above or below the claimed climate finance. Across the entire climate finance portfolio, between 2017 and 2023, this difference amounts to US$24.28–US$41.32 billion,” the report states.

“No information is available about what new climate actions were supported and which planned actions were cut. Now that the Bank has touted its focus on understanding and reporting on the impacts of its climate finance, it is critical to stress that without a full understanding of how much of what the Bank claims as climate finance at the project approval stage becomes actual expenditure, it is impossible to track and measure the impacts of the Bank’s climate co-benefits in practice.”

“Oxfam’s report doesn’t suggest funds are missing but points to a transparency issue that makes it difficult to know precisely what the Bank is delivering in terms of climate finance: where it’s going and what it’s supporting.”

Thus, “contrary to claims online,” it’s not missing. It’s just not accounted for! At this point, I’m not sure which is the bigger racket: dubious national or supranational funding of projects that fall loosely under the aegis of purported climate change mitigation, or fact-checking. At least this can be said about fact-checking: It costs a hell of a lot less.

Waste #2:  Money Spent, Projects Dicey

For an idea of how much money is being gambled on Green Energy or “CleanTech” projects here is a chart for North America from The Big Green Machine:

How Risky are these projects? An article at Mish Talk explores the question: How Many More Ridiculous Green Energy Projects Will Fail? Excerpts in italics with my bolds and added images.

The answer is all of them, in due time. Here are the latest spectacular failures.

Birds Fry Every Two Minutes

It took 10 years, and hundreds-of-thousands of dead birds, before
the Ivanpah Solar Electric Generating System in California would meet its fate.

Now finally here in 2025 it seems the reckoning has begun. The Las Vegas Review-Journal notes in an editorial that “a major California utility —  Pacific Gas & Electric — announced that it will no longer buy power from the Ivanpah solar plant off Interstate 15 near the Nevada-California border. As a result, two of the plant’s three towers will shut down next year — and the third will probably follow.”

Performance has proven so poor that PG&E has exercised its right to terminate the contract, about which negotiations have been completed; there is no doubt that towers 1 and 3 will cease operations within roughly a year. And it appears to be the case that Edison too wants out: “the utility is in ‘ongoing discussions’ with the project’s owners and the federal government over ending the utility’s contract.”

New Jersey Reaps the Wind, Again

It’s not just solar. Also note that Shell just backed out of a wind-energy project despite huge subsidies.

Another offshore wind development stalled this week off the Jersey shore, making it the latest of three such projects to fail despite generous terms from the state. Energy giant Shell wrote off its 50% stake in Atlantic Shores, choosing to take a $1 billion impairment instead of complete the 2,800 megawatt wind farm. New Jersey’s Board of Public Utilities canceled its request for a wind-energy provider, leaving the unfinished project with no prospective customer.

Ratepayers can rejoice. Atlantic Shores would have charged about three times the market price for the power it generated, according to a review by Whitestrand Consulting. That would have raised electricity rates by 11% for residents and 13% to 15% for businesses, forcing them to overpay by $48 billion over the wind farm’s lifetime.

Waste # 3 A Mountain of Unrecyclable Waste

The Institute for Energy Research notes Broken Windmill Blade Closes Nantucket Beaches

A massive wind turbine blade shattered offshore Massachusetts causing extensive debris, which shut down beaches on Nantucket Island and caused serious concern to fishermen, who worried that the debris could damage their boats. The failure of the massive blade and the resulting debris caused the federal Bureau of Safety and Environmental Enforcement to suspend operations at Vineyard Wind until it could be determined whether the “blade failure” impacts other turbine blades on the development of the offshore wind farm. Power production has been suspended and installation of new wind turbine construction is on hold. And as more green energy trash washes ashore the local town is considering litigation. The facility’s massive wind turbines began sending electricity to the grid this past winter.

Thousands of Old Wind Turbine Blades Pile Up in West Texas Officials in Sweetwater say an out-of-state company has made their town a dump for the seldom-seen trash created by renewable energy.

Wind turbine blades are made from fiberglass, or fiber reinforced plastic, and cannot be recycled. The Biden-Harris administration has not indicated what or who it expects to deal with the mountain of waste that will result when thousands of turbine blades reach the end of their useful lives in 20 to 25 years, or in many cases less. In fact, wind blades are piling up in Texas and Iowa without proper disposal. Massive wind graveyards, for example, have popped up on the outskirts of Sweetwater, Texas. The pile of wind blades covers more than thirty acres, in stacks rising as high as basketball backboards.

Waste #4 Money Spent, Operational Failures

Economic Reality

Let’s return to economic reality.  None of these projects are profitable, even with subsidies. That’s why they fail.  Meanwhile, consumers face monstrous hikes in energy bills to pay for these boondoggles as mounds of unrecyclable garbage piles up in massive wind graveyards.

The Green Machine provides the project categories in colors denoting Batteries, EVs, Solar and Wind.

The BESS Failure Incident Database provides a record of costly problems with Battery Energy Storage Systems (BESS)

Figure 1. A breakdown of the stationary energy storage failure events from the above table.

EV Boosters reports EV Business Failures Abound

The Chinese electric vehicle (EV) boom has turned into a dramatic shakeout. Around 2018, China had more than 500 EV startups registered. These included everything from serious automotive disruptors to local government-backed ventures that never made it past the prototype phase. What do we mean by “EV startup”? In this context, it includes any newly registered Chinese company involved in the design, development, or production of new energy vehicles (NEVs) — including electric, plug-in hybrid and hydrogen cars. Many were speculative projects, created quickly to benefit from generous state subsidies, often with minimal automotive expertise. While a few had serious ambitions and advanced prototypes, the vast majority never got a vehicle on the road. By 2025, only around 100 of these brands remain active. Analysts from McKinsey predict that by 2030, fewer than 50 Chinese EV companies will survive. This is not just a story of collapse, but also of market maturation, consolidation, and strategic realignment.

SolarInsure Lists the Many Solar Business Failures

Major Solar Bankruptcies as of September 2025 Include:

Waste #5 Green Hydrogen Projects–Absurd, Exorbitant and Pointless

The map above from IEA shows more than 2200 hydrogen fuel projects around the world, intending to replace hydrocarbon fuels to save the planet.  They dream of being operational by 2030 claiming that real world obstacles will be overcome if enough taxpayer dollars are thrown at the problems.  The whole notion is fantastic (in the literal sense) for reasons detailed in a previous post.

Inside the Hydrogen Fuel Project Bubbles

An update on project cancellations comes from Hydrogen Newsletter The Green Hydrogen Reckoning: An Analysis of Project Cancellations

Project Name / Identifier Lead Company / Developer(s) Location  Announced Capacity / Scale Project Status Date of Announcement / Status Change
Arizona Hydrogen Project Fortescue Arizona, USA 80 MW electrolyzer, 11,000 t/yr H2 Cancelled (Post-FID) Jul-25
PEM50 Project Fortescue Gladstone, Australia 50 MW PEM electrolyzer Cancelled (Post-FID) Jul-25
H2OK Project Woodside Energy Oklahoma, USA 60 t/d liquid H2 Cancelled Jul-25
Massena Green Hydrogen Plant Air Products Massena, New York, USA $500M, 35 t/d liquid H2 Cancelled Feb-25
Mississippi Clean Hydrogen Hub Hy Stor Energy Mississippi, USA >1 GW electrolyzer capacity reservation Cancelled Sep/Oct 2024
HyGreen Teesside Project BP Teesside, UK 500 MW green hydrogen Cancelled Mar-25
Australian Renewable Energy Hub BP Australia $36 billion green hydrogen facility Exited Jul-25
Low-Carbon Hydrogen Plant Shell West Coast, Norway Not specified Cancelled Sep-24
Clean Hydrogen to Europe Equinor / Shell Norway to Germany 10 GW blue hydrogen export Scrapped Sep-24
German Steel Plant Conversion ArcelorMittal Germany Two plants, €2.5 billion plan Shelved Jun-25
Global Green Hydrogen Target Iberdrola Global 350,000 tons/yr target Scaled Back Mar-24
Green Hydrogen Production Target Repsol Spain 2.5 GW target Scaled Back Feb-25
Green Energy Hub LEAG Eastern Germany “One of Europe’s largest” Postponed Indefinitely Jun-25
Porvoo Renewable Hydrogen Neste Porvoo, Finland Not specified Withdrew from investment Oct-24
Port Pirie Green Hydrogen Plant Trafigura South Australia, Australia A$750 million Abandoned Mar-25
Queensland Liquefied H2 Plant QLD Gov’t, Kansai Electric, Iwatani Queensland, Australia A$12.5 billion, 200 t/d Funding Pulled 2025
Project Coyote Fortescue British Columbia, Canada $2 billion H2/ammonia facility Cancelled Sep-24

The above table provides a non-exhaustive but representative catalogue of the major green hydrogen projects that have been cancelled, postponed, or significantly scaled back between 2023 and mid-2025, illustrating the global scale of this market recalibration.

With Wind and Solar More Is Less

Posted on by Ron Clutz

At their Energy Bad Boys website Mitch Rolling and Isaac Orr published More is Less with Wind and Solar.  Excerpts in italics with my bolds and added images.

Capacity Values of Wind and Solar Plummet as Penetration Increases

With all the talk about needing to dramatically increase power supplies to meet the growing demand from data centers, as well as for anticipated electric vehicle adoption and other electrification efforts, it’s time to highlight one glaring reality of filling that demand with wind and solar—the reality of diminishing returns.

As in: the more intermittent capacity you add, the less capacity value you get from it. When it comes to wind and solar, more is less.

How it Works

Electric grids and utilities across the country assign reliability ratings to wind and solar resources—called capacity values—and these values diminish to almost zero as the system adds more wind and solar.

This reality is lost on—or intentionally obfuscated by—many wind and solar advocates who like to brag about current high capacity values for wind and solar without mentioning the fact that these values plummet as you add more wind and solar to the grid.

What Are Capacity Values?

The term “capacity value” is defined by the National Renewable Energy Laboratory (NREL) as “the contribution of a power plant to reliably meeting demand. Capacity value is the contribution that a plant makes toward the planning reserve margin…”

Basically, capacity values are percentages of total installed capacity for each energy source that electric grids believe they can reliably count on to meet demand. It reflects the idea that while every energy source has a maximum capacity that it can reach under ideal conditions, not every energy source can reliably perform at these ratings at any given time and when needed.

Limitations of current capacity value methods

Current methodologies for calculating wind and solar capacity values have several limitations that need to be considered when referencing them as reliability metrics.

The first limitation is that they are dependent on existing resources already on the grid. This means that if the generation makeup of the grid changes dramatically, as is happening on power systems across the country, this will have a significant negative impact on the capacity values of wind and solar.

Furthermore, they are also dependent on current load profiles, which are also anticipated to change in major ways with the emergence of data center load growth.

Finally, many capacity values are based on average performance, and not during the highest stress hours for maintaining system reliability, such as peak demand or net peak demand (demand minus wind and solar generation). As a result, capacity values may not assess the reliability of wind and solar when they are needed most, which can lead to an overreliance on them for meeting peak and net peak demand.

Wind and solar capacity values plummet as the system adds more

Now that the basics are out of the way, let’s discuss the reality that many wind and solar advocates avoid: that every megawatt of wind and solar added to the system is less reliable than the one before it.

Wind and solar capacity values fall as more of these resources are added to the grid because their output patterns are often correlated—the sun sets over an entire continent or concentrated wind turbines experience a wind drought—and they are non-dispatchable. As a result, adding more of the same variable resource reaches a point where the resource does not meaningfully contribute to reliability.

Referring back to the methods above, this means that the more wind and solar you add, the less the load can increase on the system or the less perfect capacity can be removed, thus increasing the denominator of the equation at a higher rate than the numerator.

This is reflected by diminishing capacity values for wind and solar in several major regional transmission operators (RTOs) in the country, which we detail below.

Map of Diminishing Capacity Values for Major RTOs

For a summary comparison, the map above shows the current capacity values of wind and solar in major RTOs across the country and how they are all expected to decline in the future as more are added to the system.

Midcontinent Independent System Operator (MISO)

In almost every season for wind and solar capacity values plummet and reach as low as .4 percent for solar in winter and 8.6 percent for wind in fall by 2043. The one exception to this is wind in the summer months, which actually increases from 8 percent in 2025/26 to 11.5 percent in 2030 before falling again to 8.9 percent by 2043. Still not a great reliability rating compared to coal, gas, hydro, and nuclear, which range from 64 percent to 95 percent in every single season.

In its 2024 Regional Resource Assessment, MISO explains that even though wind and solar will make up the vast majority of installed capacity in the future, reliable/accredited capacity will still be made up of primarily thermal resources.

Pennsylvania-New Jersey-Maryland (PJM)

PJM shows a similar story. While onshore wind and offshore wind begin at 41 percent and 68 percent, respectively, in the 2027/28 planning year, these resources drop to 19 percent and 26 percent by 2035/36.  Solar already starts at a low capacity value, dropping from 7—9 percent in 2027/28 to 6—7 percent by 2035/36. PJM explains:

-The ratings for the two solar classes remain stable at low values during the entire period due to the high level of winter risk

-The ratings for the two wind classes decrease significantly due to a gradual shift in winter historical performance patterns driving the winter risk in the model (as shown in the above tables)

Electric Reliability Council of Texas (ERCOT)

ERCOT shows a similar effect as more wind and solar are added to the system, as the same trend can be seen in the following charts.  As you can see, as more solar is added to the grid, the ELCCs drop to the 0—2 percent range, even with significant amounts of wind capacity on the grid.  Similarly, as more wind is added to the ERCOT system, wind ELCCs drop into the 5—10 percent range.

We hear a lot about the complementary nature of wind and solar generation in ERCOT. While this is true to some extent, these results show that even this has its limits when relying on large amounts of wind and solar capacity for meeting demand because complementary generation won’t always be the case, and there will be times when both resources perform poorly at the same time.

Southwest Power Pool (SPP)

For Southwest Power Pool, solar values are fairly high at the moment, ranging from 55 percent to 74 percent, because it has very few solar resources on the grid, while wind is much lower, ranging from 19 percent to 26 percent, because it is already saturated with wind resources.

Conclusion

The trend is simple enough to catch—the more wind and solar are added, the less valuable every additional MW becomes to the grid. The New York ISO (NYISO) makes the case clear in its 2023-2042 System & Resource Outlook report:

One complex challenge that needs to be considered beyond 2040 is the relative ineffectiveness of new solar and wind resources to contribute during periods of reliability risk after a significant amount of capacity has been built.

This is an important reality to remember when wind and solar advocates try to present intermittent resources as reliable energy sources that are able to meet the power demand needs of the future.

The fact is that not only are wind and solar already intermittent and unreliable,
but they have diminishing returns as you add more of them.

As usual, we end with the recommendation of not only keeping our existing thermal fleet in operation for as long as possible, because they are often the most affordable and reliable power plants on the system, but also bringing back recently retired facilities and building new ones on top of it.