Yeah, you need to be at like $20/MWh in the US to compete with gas for heat

This table needs updating.
But might be still useful.
Enertime has a new name now.

Also @janrosenow.bsky.social has started making a map of companies involved in industrial heat tech.

Also energy storage
(Includes Rondo)

I think this is really important for the long run. Right now though, companies are willing to pay more than fossil cost for green power. Reputation is valuable.

In the medium term, these local-solar heat battery solutions are a form of hedging. But mostly I think companies are trying it out.

Thanks for the heads up on Coolbrook. @craigofwaffles.bsky.social

Very cool Sammy.

Jameson,

As I dug deeper, I found the same thing. Currently, you either need your own off-grid renewables or an "extra" reason that makes the decision economical.

In Europe, higher gas prices definitely help.

More news on Rondo Energy - one of the more interesting clean energy startups.

#energysky

www.theheinekencompany.com/newsroom/hei...

Spain looks a LOT better if you consider all Clean Energy.

One missing element for Spain is battery storage - but it looks like growth in this area may accelerate over the rest of the decade.
modoenergy.com/research/jun...

BESS will allow Spain to increase solar share by at least another 10%.

Note: for comparison, below is a chart for the same week in 2021.
Huge change in four short years.

Dan, thanks for showing this.

It prompted me to look up the same week for last year. Much better.

Rob, what is the takeaway from these new rules? Is it that some projects that were uneconomic in the past will now pencil out?

@commercialsolarguy.com

Note: the Western US also has 3,600 MW of coal retiring in 2025.

LADWP - always kicking the can down the road.

Next up - Scattergood Generating Station.