It’s kinda good but it completely destroyed the European manufacturing for solar
this post was submitted on 17 Nov 2024
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When panels were 30c/watt, projects at $1/watt in EU and US happened. 70c/watt was spent on labour, copper, support structures, and grid connection equipment. All of those can be locally produced, with possible exception of last item.
At 6c/watt, that is over 90% of power projects are local economy boosting instead of 70%. It provides cheaper energy that is useful for industrialization and cost of living benefits too. US tariffs on solar are entirely about protecting oil/gas extortion power instead of a $10B solar production industry that needs fairly expensive support.
Solar imports does not cause energy dependence. You have power for 30+ years with no reliance on continuous fuel supplies. Shoes and apparel is a $450B industry in US. You need new supplies every year, and it makes much more sense to secure supply in that industry for war on the world purposes.
It is good, period.
Local manufacturing is politically advantageous and may employ some people at the same time, but that's where benefits end.
Europe didn't reject Chinese face masks during COVID-19, and Europe shouldn't reject Chinese solar during a climate emergency.
Solve that first, and political struggles later.
Local manufacturing is politically advantageous and may employ some people at the same time, but that’s where benefits end.
There are legitimate strategic concerns with sourcing things long-term from potentially hostile states.
Europe should absolutely take advantage of current Chinese production to improve their own green energy efforts, but looking into local production in addition is not just a 'for-show' move. As sanctions on Russia show, dependence on markets that can potentially turn hostile can be very damaging.
Sure, that's what I threw in the "politically advantageous" bucket to not expand on it too much
Though I do not expect China to blackmail Europe with solar, but I see the concern.
It's not only a political struggle. Working conditions are tremendously better in Europe, Environmental Protection as well. Manufacturing photovoltaics takes a huge pile of chemicals that need to be handled properly to not cause any harm to the environment - China neither cares nor has any other incentives to actually do this properly, which is exactly why they are so cheap. Theres also the issue of poor quality, that if you're manufacturing something that can have a significant impact on the environment, it should "count" and not be waste 10 years later.
Not only that, China's subsidies are utterly unfair.
Destroying the environment in one part of the world to "save" a different one due to climate change is just ridiculously stupid and simple minded.
I see where you're coming with that, and in principle, some of the points you make I would clearly share under different circumstances.
But to me, even with the side effects, rapid rollout of green tech (even if its production is not kept to the best standard) beats slow incremental growth with good standards in place, given the urgency with which world requires it. After all, even poorly produced Chinese options very much do offset their footprint compared to the alternatives.
There are some points for concern, such as the use of lithium ion batteries, for example, but Chinese companies also think ahead and implement alternative options - in case of batteries, they increasingly work with sodium-ion instead.
As per "unfair" subsidies - I'd rather urge all countries to go all in and compete on those, rather than complain about those who implemented them. Subsidies for green tech are essential to secure our future, they boost the green industry and expedite its expansion, and they should only be seen as a good, not the evil.
Manufacturing photovoltaics takes a huge pile of chemicals that need to be handled properly to not cause any harm to the environment
Source for this? Cadmium is exclusive to 1 US manufacturer.
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Solar manufacturing is not destroying China's environment, fossil fuels are. By a massive margin.
They need to get off that merry go round as quickly as possible. While the efforts they've made are incredible it needs to continue to accelerate.
I wouldn't say they've achieved these prices through subsidies in the way many people think. government support pushed their entire renewable industry ecosystem, western manufacturing went belly up, and now they are reaping the benefits.
It seems like China is putting a lot of efforts into becoming environmentally cleaner in the last few years though. I'm hoping that they've finally realized that pollution is bad.
There's something called an environmental Kuznets curve that suggests that a population will sacrifice environmental health to industrial degradation in favor of per capita income up to a point, after which they are affluent enough to care, and after this environmental health improves. China seems to be at the inflection point.
They were at the inflection point back in 2008. They've been full tilt towards the improvement side of the curve for nearly two decades.
Europeans demolished their manufacturing sector when they stripped all the wiring out of the walls during the austerity years.
You can't blame people for buying foreign when you've been defunding domestic infrastructure for over a decade.
Yep the EU will be beholden to a dictatorial regime again. Instead of placating Putin for gas it will be Xi for solar panels and batteries.
By providing big subsidies to green energy developement. Something the EU could also have done but refused to. And so they lost their entire lead.
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Here in Belgium there used to be big government subsidies for solar panels 5-10 ago.
Now the same wattage battery + solar setup without any government subsidies is a good chunk cheaper than that time with the large subsidies.
Pretty cool and shows the power of government renewables subsidies. A huge percentage of houses in Belgium have solar panels now.(and electricity still costs 0.30€/kWh average because of fossil fuel energy lobbies)
Now that there is a local industry around it, most renovations and almost all new builds include them.
As your northern neighbors. We did subsidize it too, but now the privatized energy companies started whining that there wasn't enough capacity, so now they charge you for creating free energy
Yes I'm considering buying a high power laser so I can send the energy back into space instead of paying the power companies for the privilege of giving them electricity.
Just send the energy directly back to the power executives houses with a high power laser. They want the energy for free so badly to pad their profits and buy a 5th yacht, give it to them 😉
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Solar has always an extremely high ratio for megawatt per mass unit.
This price is really good
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