this post was submitted on 22 Jun 2024
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The only people serious about widespread implementation of solar are, indeed, thinking the way I am. The general concept is commonly referred to as "demand shaping" in the industry. Anyone still focused on supply shaping in 2024 is supporting coal, gas, and nuclear infrastructure. The supply shaping model attempts to resolve the differences in the supply and demand curves through grid level storage: attempting to broadly time-shift generation.
"Demand shaping" understands that storing power is inherently inefficient, and attempts to solve the differences by moving the time of consumption to the time of production.
The industry already has the solar capacity to meet the kind of demand I am talking about. They already have excess solar production that they can't effectively utilize, and we know that they can't effectively utilize it because it is regularly driving generation rates negative.
We are already producing (or capable of producing) the solar energy in question; we are wasting it due to a lack of demand. We are shutting down solar panels in the middle of the day due to a lack of demand. Solar rollout is stalling due to lack of demand for the specific power that solar is capable of producing.
When we create a demand specifically for solar energy, we increase the profitability of our existing solar infrastructure. We make it feasible and profitable to expand that infrastructure, which makes it pick up a bigger share of our normal load as well.